Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012
Name of foundation
DANIEL-MICKEL FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 9278   Room/suite
City or town, state, and ZIP code
GREENVILLE, SC29604
A Employer identification number

57-0673409
B Telephone number (see instructions)

(864) 271-7171
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$15,980,461J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 484 484  
4 Dividends and interest from securities...... 390,447 390,447  
5a Gross rents..............      
b Net rental income or (loss) -4,759
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 40,863
b Gross sales price for all assets on line 6a 569,781
7 Capital gain net income (from Part IV, line 2)... 40,863
8 Net short-term capital gain......... 641
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 16,587 16,587  
12 Total. Add lines 1 through 11........ 448,381 448,381 641
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 18,000 7,200   10,800
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 34,040 19,770   14,270
c Other professional fees (attach schedule).... Click to see attachment 33,843 33,372   471
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 3,968 3,968    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 111     111
23 Other expenses (attach schedule)....... Click to see attachment 21,440 19,915   1,525
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 111,402 84,225   27,177
25 Contributions, gifts, grants paid........ 783,000 780,500
26 Total expenses and disbursements. Add lines 24 and 25 894,402 84,225   807,677
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -446,021
b Net investment income (if negative, enter -0-) 364,156
c Adjusted net income (if negative, enter -0-)... 641
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 86,276 61,844 61,844
2 Savings and temporary cash investments.......... 2,440,774 1,728,807 1,728,807
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 9,239,053 Click to see attachment9,392,961 13,931,487
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 125,211 Click to see attachment270,002 256,564
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment7,955 Click to see attachment160 Click to see attachment1,759
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,899,269 11,453,774 15,980,461
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment100 Click to see attachment2,500
23 Total liabilities (add lines 17 through 22).......... 100 2,500
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 11,899,169 11,451,274
30 Total net assets or fund balances (see page 17 of the
instructions).................... 11,899,169 11,451,274
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 11,899,269 11,453,774
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 11,899,169
2 Enter amount from Part I, line 27a..................... 2 -446,021
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 2,885
4 Add lines 1, 2, and 3.......................... 4 11,456,033
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 4,759
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 11,451,274
Form 990-PF (2012)
Form 990-PF (2012)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 0.318 shs Duke Energy Cash in Lieu P 1990-11-22 2012-07-03
b 19127.774 shs Guggenheim P 2011-03-18 2012-12-27
c 167.5 shs Phillips 66 P 2012-02-13 2012-06-12
d 700 shs Bristol Meyers Squibb P 2012-02-13 2012-09-18
e 0.666 shs Kraft Foods P 2012-02-13 2012-10-12
Valut Global Partners K-1 P 2005-10-01 2012-12-31
Azalea Fund K-1 P 2009-03-16 2012-12-31
MedProperties K-1 P 2010-06-28 2012-12-31
Mutual Fund Capital Gain Distributions P 2011-12-01 2012-12-31
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 22 0 3 19
b 404,935 0 500,000 -95,065
c 5,563 0 5,582 -19
d 23,048 0 22,392 656
e 31 0 27 4
0 0 914 -914
23,927 0 0 23,927
32,441 0 0 32,441
79,814 0 0 79,814
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a 0 0 0 19
b 0 0 0 -95,065
c 0 0 0 -19
d 0 0 0 656
e 0 0 0 4
0 0 0 -914
0 0 0 23,927
0 0 0 32,441
0 0 0 79,814
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 40,863
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3 641
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2011 804,755 15,994,566 0.050314
2010 704,811 15,183,757 0.046419
2009 831,678 13,748,732 0.060491
2008 728,626 17,392,935 0.041892
2007 1,031,408 20,997,752 0.049120
2 Total of line 1, column (d) ...................... 2 0.248236
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.049647
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 15,733,690
5 Multiply line 4 by line 3....................... 5 781,131
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,642
7 Add lines 5 and 6......................... 7 784,773
8 Enter qualifying distributions from Part XII, line 4.............. 8 807,677
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 3,642
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 3,642
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,642
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 4,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. : -4000 7 4,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 358
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet358 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.daniel-mickelfoundation.org
    14
    The books are in care ofbulletTAMARA S LAWSON EA Telephone no.bullet (864) 271-7503
    Located atbullet414-D PETTIGRU STREETGREENVILLESC ZIP+4bullet29601
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2012?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2012.)....................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    MINOR M SHAW Chairman/CEO
    10.00     		6,000 0 0
    16 HEMLOCK DR
    GREENVILLE,SC29601
    CHARLES C MICKEL Vice President
    2.00     		6,000 0 0
    PO BOX 6721
    GREENVILLE,SC29606
    KATHRYN S HOWELL Vice President
    2.00     		6,000 0 0
    27 PONDEROSA ROAD
    GREENVILLE,SC29607
    TAMARA S LAWSON EA Sercr/Trsr
    20.00     		0 0 0
    21 HILLANDALE CIRCLE
    GREENVILLE,SC29609
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    14,256,957
    b
    Average of monthly cash balances.......................
    1b
    1,716,332
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,973,289
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    15,973,289
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    239,599
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    15,733,690
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    786,685
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    786,685
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    3,642
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,642
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    783,043
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    783,043
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    783,043
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    807,677
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    807,677
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    3,642
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    804,035
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 783,043
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 17,626
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008.......  
    c From 2009.......  
    d From 2010.......  
    e From 2011.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 807,677
    a Applied to 2011, but not more than line 2a 17,626
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount..... 783,043
    e Remaining amount distributed out of corpus 7,008
    5 Excess distributions carryover applied to 2012.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 7,008
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		7,008
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009....  
    c Excess from 2010....  
    d Excess from 2011....  
    e Excess from 2012.... 7,008
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2012, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2012 (b) 2011 (c) 2010 (d) 2009
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail of the person to whom applications should be addressed:
    THE DANIEL MICKEL FOUNDATION
    PO BOX 9278
    GREENVILLE,SC29604
    (864) 271-7503
    bThe form in which applications should be submitted and information and materials they should include:
    EXPLANATION, PROJECT BUDGET, SUSTAINABILITY OF PROJECT
    cAny submission deadlines:
    QUARTERLY
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    MUST BE A 501(C)X ORGANIZATION
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN CANCER SOCIETY
    PO BOX 100902
    COLUMBIA,SC29290     		  Public Health 5,250
    AMERICAN HEART ASSOCIATION
    520 GERVAIS ST
    COLUMBIA,SC29201     		  Public Health 10,250
    AMERICAN RED CROSS
    PO BOX 9035
    GREENVILLE,SC29604     		  Public Health 5,250
    ARTISPHERE
    16 AUGUSTA ST
    GREENVILLE,SC29601     		  Public Arts 41,000
    BROOKGREEN GARDENS
    PO BOX 3368
    PAWLEYS ISLAND,SC29585     		  Public Community Improvement 250
    CAROLINA FARM STEWARDSHIP ASSN
    15 HILLSBORO STREET
    PITTSBORO,NC27312     		  Public General 15,500
    CHRIST CHURCH EPISCOPAL
    101 N CHURCH ST
    GREENVILLE,SC29601     		  Public Religion & Education 13,510
    CLEMENTS KINDNESS FOR CHILDREN
    27 CLEVELAND ST STE 101
    GREENVILLE,SC29601     		  Public Child Welfare 600
    CLEMSON FOUNDATION
    110 DANIEL DR
    CLEMSON,SC29631     		  Public Education 12,000
    CLEMSON ANNUAL FUND
    110 DANIEL DR
    CLEMSON,SC29631     		  Public Education 1,000
    COASTAL COMMUNITY FNDN OF SC
    635 RUTLEDGE AVENUE STE 201
    CHARLESTON,SC29403     		  Public Community 1,000
    COMMUNITY FOUNDATION OF GREATER GREENVILLE
    27 CLEVELAND ST STE 101
    GREENVILLE,SC29601     		  Public Community 8,000
    CONESTEE FOUNDATION
    PO BOX 9111
    GREENVILLE,SC29604     		  Public Community 500
    ELBERT COUNTY HIGH SCHOOL
    600 ABERNATHY CIR
    ELBERTON,GA30635     		  Public Education 3,000
    ETV ENDOWMENT OF SC
    401 E KENNEDY ST STE B-1
    SPARTANBURG,SC29302     		  Public Education 1,500
    FACES & VOICES OF RECOVERY
    PO BOX 9846
    GREENVILLE,SC29604     		  Public Health 60,000
    FIRST BAPTIST CHURCH OF GREENVILLE
    847 CLEVELAND ST
    GREENVILLE,SC29601     		  Public Religion 4,000
    FIRST PRESBYTERIAN CHURCH
    393 E MAIN ST
    SPARTANBURG,SC29302     		  Public Religion 3,000
    FOOTHILLS FAMILY RESOURCES
    3 MAIN STREET
    SLATER,SC29683     		  Public Community 5,000
    FRIENDS OF PARIS MNTN STATE PARK
    2401 STATE PARK ROAD
    GREENVILLE,SC29609     		  Public Community 1,500
    FRIENDS OF SPRINGWOOD CEMETARY
    13 W HILLCREST DR
    GREENVILLE,SC29609     		  Public General 100
    FRIENDS OF THE ZOO
    PO BOX 515
    GREENVILLE,SC29602     		  Public Community 100
    FURMAN UNIVERSITY
    3300 POINSETT HWY
    GREENVILLE,SC29613     		  Public Education 77,750
    GREENVILLE COUNTY HISTORICAL SOCIETY
    PO BOX 10472
    GREENVILLE,SC29603     		  Public General 100
    GREENVILLE COUNTY MUSEUM OF ART
    420 COLLEGE ST
    GREENVILLE,SC29601     		  Public Arts 51,500
    GREENVILLE FORWARD
    14 MANLEY ST
    GREENVILLE,SC29601     		  Public Community 500
    GREENVILLE LITERACY ASSOCIATION
    301 UNIVERSITY RIDGE
    GREENVILLE,SC29601     		  Public Education 100
    GREENVILLE TECH FOUNDATION
    PO BOX 5616
    GREENVILLE,SC29606     		  Public Education 51,000
    HISTORIC GREENVILLE FOUNDATION
    540 BUNCOMBE ST
    GREENVILLE,SC29601     		  Public General 100
    HSUS - SHRINERS
    RUTHERFORD RD
    GREENVILLE,SC29609     		  Public Health 100
    IMAGINE NATION
    300 COLLEGE ST
    GREENVILLE,SC29601     		  Public General 11,000
    IPTAY
    PO BOX 1529
    CLEMSON,SC29633     		  Public General 5,600
    JULIE VALETINE CENTER
    2905 WHITE HORSE ROAD
    GREENVILLE,SC29611     		  Public General 500
    JUNIOR ACHIEVEMENT OF SC
    PO BOX 532
    COLUMBIA,SC29202     		  Public General 5,250
    KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION
    PO BIX 1865
    LEXINGTON,VA24450     		  Public Education 2,500
    MARCH OF DIMES
    37 VILLA RD B-123
    GREENVILLE,SC29615     		  Public Health 250
    MUSEUM ASSOCIATION
    420 COLLEGE ST
    GREENVILLE,SC29601     		  Public Arts 750
    NATURALAND TRUST
    PO BOX 728
    GREENVILLE,SC29602     		  Public General 250
    NATURE CONSERVANCY
    2231 DEVINE ST STE 100
    COLUMBIA,SC29205     		  Public General 100
    NOBLE TREE FOUNDATION
    424 EAST KENNEDY STREET
    SPARTANBURG,SC29302     		  Public Community 1,000
    PALMETTO CONSERVATION FOUNDATION
    722 KING STREET
    COLUMBIA,SC29205     		  Public General 7,500
    PEACE CENTER FOR THE PERFORMING ARTS
    101 W BROAD ST
    GREENVILLE,SC29601     		  Public Arts 2,500
    PUBLIC EDUCATION PARTNERS
    225 S PLEASANTBURG DR STE B1
    GREENVILLE,SC29607     		  Public Education 2,000
    RANDOLPH MACON WOMEN'S COLLEGE
    2500 RIVERMONT AVENUE
    LYNCHBURG,VA24503     		  Public Education 2,500
    ROPER MOUNTAIN SCIENCE CENTER
    504 ROPER MNTN RD
    GREENVILLE,SC29615     		  Public Education 100
    ROTARY CHARITIES
    PO BOX 3537
    GREENVILLE,SC29608     		  Public General 100
    ROTARY INTERNATIONAL FOUNDATION
    PO BOX 3537
    GREENVILLE,SC29608     		  Public General 100
    SC GOV SCHOOL SCIENCE & MATH
    PO BOX 2848
    GREENVILLE,SC29602     		  Public Education 5,000
    SALVATION ARMY
    PO BOX 1237
    GREENVILLE,SC29602     		  Public General 115
    SC SHERIFF'S ASSOCIATION
    PO BOX 21428
    COLUMBIA,SC29221     		  Public Community 200
    SC STATE MUSEUM ASSN
    301 GERVAIS STREET
    COLUMBIA,SC29201     		  Public Community 5,000
    SC INDEPENDENT COLLEGES
    1706 SENATE STREET
    COLUMBIA,SC29201     		  Public Education 10,000
    SLOW FOOD UPSTATE
    29 CLUB DRIVE
    GREENVILLE,SC29605     		  Public Community 1,000
    NRA FOUNDATION
    11250 WAPLES MILL RD
    FAIRFAX,VA22030     		  Public General 250
    TREES GREENVILLE
    PO BOX 9332
    GREENVILLE,SC29604     		  Public Community 1,000
    UNITED WAY-DE TOQUEVILLE SOCIETY
    105 EDINGBURG CT
    GREENVILLE,SC29607     		  Public General 10,000
    UNITED WAY OF GREENVILLE COUNTY
    105 EDINGBURG CT
    GREENVILLE,SC29607     		  Public General 3,500
    UPSTATE FOREVER
    PO BOX 2308
    GREENVILLE,SC29602     		  Public community 5,000
    USA SHOOTING
    ONE OLYMPIC PLAZA
    COLORADO SPRINGS,CO80909     		  Public General 100
    YMCA
    721 CLEVELAND ST
    GREENVILLE,SC29601     		  Public General 6,750
    CRIME STOPPERS OF GREENVILLE
    4 MCGEE STREET
    GREENVILLE,SC29602     		  Public General 250
    TABERNACKLE BAPTIST CHURCH - SCHOLARSHIP FUND
    3931 WHITE HORSE ROAD
    GREENVILLE,SC29611     		  Public Education 2,500
    WOFFORD COLLEGE
    429 N CHURCH STREET
    SPARTANBURG,SC29303     		  Public Education 2,500
    MOORE SCHOOL OF BUSINESS
    1705 COLLEGE STREET
    COLUMBIA,SC29208     		  Public Education 1,000
    SC BUSINESS HALL OF FAME
    C/O JUNIOR AVIEVEMENT OF UPSTATE 53
    GREENVILLE,SC29615     		  Public Education 1,125
    GREENVILLE CHAMBER FOUNDATION
    24 CLEVELAND STREET
    GREENVILLE,SC29601     		  Public General 2,000
    METROPOLITAN ARTS COUNCIL
    123 W BROAD ST
    GREENVILLE,SC29601     		  Public Arts 17,250
    PENDLETON PLACE
    PO BOX 10323
    GREENVILLE,SC29603     		  Public Community 1,000
    SC GOVERNOR'S SCHOOL FOR THE ARTS
    15 UNIVERSITY ST
    GREENVILLE,SC29601     		  Public Education 9,250
    UNC CHAPEL HILL ARTS & SCIENCES FOUNDATION
    250 EAST FRANKLIN ST
    CHAPEL HILL,NC27599     		  Public Education 2,000
          0
    DINING FOR WOMEN
    PO BOX 25633
    GREENVILLE,SC29616     		  Public Wellness 2,000
    FAMILY EFFECT
    1400 CLEVELAND STREET
    GREENVILLE,SC29607     		  Public Wellness 20,000
    GREATER GREENVILLE PARKS FOUNDATION
    4806 OLD SPARTANBURG ROAD
    TAYLORS,SC29687     		  Public Community 3,500
    GREENVILLE AIRPORT COMMISSION
    100 TOWER DRIVE UNIT 2
    GREENVILLE,SC29607     		  Public Community 25,000
    GREENVILLE ZOO
    150 CLEVELAND PARK DRIVE
    GREENVILLE,SC29601     		  Public Community 1,000
    HARVEST HOPE FOOD BANK
    2818 WHITEHORSE ROAD
    GREENVILLE,SC29611     		  Public Wellness 26,000
    HOMES OF HOPE
    3 DUNEAN STREET
    GREENVILLE,SC29611     		  Public Wellness 25,000
    INSTITUTE FOR CHILD SUCCESS
    105 EDINBURGH COURT
    GREENVILLE,SC29607     		  Public Education 1,000
    LIVE WELL GREENVILLE
    C/O YMCA 723 CLEVELAND STREET
    GREENVILLE,SC29601     		  Public Wellness 10,000
    MUSEUM & GALLERY AT HERITAGE GREEN
    420 COLLEGE STREET
    GREENVILLE,SC29601     		  Public Art 10,000
    MUSIC CENTER OF GREENVILLE
    103 E ARLINGTON BLVD STE 102
    GREENVILLE,SC27858     		  Public Education 2,500
    REEDY SQUARE
    148 RIVER STREET 222
    GREENVILLE,SC29601     		  Public Art 100,000
    SC CHILDREN'S THEATRE
    PO BOX 9340
    GREENVILLE,SC29604     		  Public Art 6,000
    SCANPO SC ASSOC OF NONPROFIT ORG
    PO BOX 2546
    GREENVILLE,SC29602     		  Public Education 2,500
    ST ANTHONY OF PADUA SCHOOL
    17 WEST MCBEE AVENUE
    GREENVILLLE,SC29601     		  Public Education 15,000
    TEN AT THE TOP
    124 VERDAE BOULEVARD - SUITE 202
    GREENVILLE,SC29607     		  Public Education 1,000
    THE 100 CLUB PRIOR YEAR GIFT CANCELLED
    LAURENS RD
    GREENVILLE,SC29606     		  Public Community -100
    SC HISTORICAL SOCIETY
    THE FIREPROOF BUILDING 100 MEETING
    CHARLESTON,SC29401     		  Public Community 100
    UNITED MINISTRIES
    606 PENDLETON STREET
    GREENVILLE,SC29601     		  Public Wellness 5,000
    URBAN LEAGUE OF THE UPSTATE
    PO BOX 2571
    GREENVILLE,SC29602     		  Public Wellness 5,000
    WONDER OF LEARNING
    847 CLEVELAND STREET
    GREENVILLE,SC29601     		  Public Education 15,000
    YOUNG FRIENDS OF FLORENCE
    4545 W STREET NW
    WAHINGTON,DC20007     		  Public Education 2,750
    MDC
    307 WEST MAIN ST
    DURHAM,NC27701     		  Public Community 2,500
    Total .................................bullet 3a 783,000
    bApproved for future payment
    A CHILD'S HAVEN
    1124 RUTHERFORD ROAD
    GREENVILLE,SC29615     		  Public Wellness 100,000
    MARCH OF DIMES
    37 VILLA ROAD SUITE 317-B123
    GREENVILLE,SC29601     		  Public Wellness 1,500
    FURMAN UNIVERSITY
    3300 POINSETT HIGHWAY
    GREENVILLE,SC29613     		  Public Education 250,000
    GREENVILLE TECH FOUNDATION
    PO BOX 5616
    GREENVILLE,SC296065616     		  Public Education 50,000
    PEACE CENTER
    101 WEST BROAD STREET
    GREENVILLE,SC29601     		  Public Arts 150,000
    REEDY SQUARE
    148 RIVER STREET 222
    GREENVILLE,SC29601     		  Public Community 400,000
    CHRIST CHURCH EPISCOPAL SCHOOL
    245 CAVALIER DRIVE
    GREENVILLE,SC29607     		  Private Education 250,000
    GREENVILLE COUNTY ART MUSEUM
    420 COLLEGE STREET
    GREENVILLE,SC29601     		  Public Arts 100,000
    HARVEST HOPE FOOD BANK
    2818 WHITEHORSE ROAD
    GREENVILLE,SC29611     		  Public Wellness 25,000
    ST ANTHONY OF PAUDUA SCHOOL
    POINSETT PLAZA 17 WEST MCBEE AVENUE
    GREENVILLE,SC29601     		  Public Education 30,000
    Total .................................bullet 3b 1,356,500
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory 523000   18   40,863
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     40,863
    13Total. Add line 12, columns (b), (d), and (e)..................
    1340,863
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    8 Investments to return funds available for charitable distributions
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2012 AccountingFeesSchedule
    Name:
    DANIEL-MICKEL FOUNDATION
    EIN: 57-0673409
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    The Lewis Company Accounting & Bookkeeping 29,000 16,770   12,230
    The Lewis Company Tax Preparation 5,040 3,000   2,040

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2012 GainLossSaleOtherAssetsSch
    Name:
    DANIEL-MICKEL FOUNDATION
    EIN: 57-0673409
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Vault Global Partners   Purchased 2012-12 DISSOLVED   914 Cost   -914  
    0.318 shs Duke Energy - cash in lieu of fractional shs   Purchased 2012-07   22 3 Cost   19  
    Deutsche Brown # 7827 Capital Gain Distributions         79,814       79,814  
    167.5 shs Phillips 66 Com 2012-02 Purchased 2012-06   5,563 5,582     -19  
    700 shs Bristol Meyers Squibb 2012-02 Purchased 2012-09   23,048 22,392     656  
    0.666 shs Kraft Foods 2012-02   2012-10   31 27     4  
    19127.774 shs Guggenheim Managed F Ategy 2011-03 Purchased 2012-12   404,935 500,000     -95,065  
    Azalea Fund K-1 Allocation         23,927       23,927  
    Med Properties K-1 Allocation         32,441       32,441  

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    DANIEL-MICKEL FOUNDATION
    EIN: 57-0673409
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Alger Cap Appr Fund 500,000 554,745
    Berkshire Hathoway Holding Co 258,774 291,525
    Blackrock Strategic Income Fund 750,000 737,163
    Davis NY Venture Fund 500,000 615,017
    DB Private Eqtv Gbl.Select Fnd 3 376,631 455,020
    Dodge & Cox Stock fund 225,000 332,858
    Duke Energy 154,055 991,324
    First Eagle Overseas Fund 450,000 638,239
    ISI North American Gov't Bond Fund 500,000 511,613
    IVA Worldwide Fund 500,000 522,682
    Janus Flexible Bond Fund 500,000 529,354
    Janus Forty Fund 500,000 665,095
    Lorillard Inc (formally Loews) 61,502 226,923
    Marketfield Fund 800,000 922,942
    Pimco All Asset Fund 849,909 867,688
    Pimco EQS Pathfinder Fnd 500,000 495,691
    Pimco Total return Fund 500,000 516,544
    Plum Creek Timber 43,496 1,883,063
    Reynolds RJ tob.Holdings 32,315 213,655
    Schaffer Cullen Investment Fund 730,183 773,075
    Spectra Energy 111,096 638,375
    Templeton Global Bond 300,000 283,083
    Tital Global Equit Offshore Fund 250,000 265,813

    TY 2012 InvestmentsOtherSchedule2
    Name:
    DANIEL-MICKEL FOUNDATION
    EIN: 57-0673409
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Vault Global Opportunities Partnership Investment      
    Azalea Capital Partners   116,685 124,845
    Med Properties Partnership Investment   153,317 131,719

    TY 2012 OtherAssetsSchedule
    Name:
    DANIEL-MICKEL FOUNDATION
    EIN: 57-0673409
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Current Yr Accrued Excise Tax Expense -3,925 -3,675 -3,675
    Current Yr Estimated Tax Payments 3,925 3,675 3,675
    Current Yr Tax Refund Receivable 3,957    
    Current Yr Overpayment Applied to Next Year 4,000 353 353
    Midland Texas Oil Rights 1 1 1,600
    State Tax Withheld   -223 -223
    Foreign Tax Withheld   30 30
    Rounding Difference -3 -1 -1
    Current Yr Accrued Excise Tax Expense -3,925 -3,675 -3,675
    Current Yr Estimated Tax Payments 3,925 3,675 3,675
    Current Yr Tax Refund Receivable 3,957    
    Current Yr Overpayment Applied to Next Year 4,000 353 353
    Midland Texas Oil Rights 1 1 1,600
    State Tax Withheld   -223 -223
    Foreign Tax Withheld   30 30
    Rounding Difference -3 -1 -1
    Current Yr Accrued Excise Tax Expense -3,925 -3,675 -3,675
    Current Yr Estimated Tax Payments 3,925 3,675 3,675
    Current Yr Tax Refund Receivable 3,957    
    Current Yr Overpayment Applied to Next Year 4,000 353 353
    Midland Texas Oil Rights 1 1 1,600
    State Tax Withheld   -223 -223
    Foreign Tax Withheld   30 30
    Rounding Difference -3 -1 -1


    TY 2012 OtherAssetsSchedule
    Name:
    DANIEL-MICKEL FOUNDATION
    EIN: 57-0673409
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Current Yr Accrued Excise Tax Expense -3,925 -3,675 -3,675
    Current Yr Estimated Tax Payments 3,925 3,675 3,675
    Current Yr Tax Refund Receivable 3,957    
    Current Yr Overpayment Applied to Next Year 4,000 353 353
    Midland Texas Oil Rights 1 1 1,600
    State Tax Withheld   -223 -223
    Foreign Tax Withheld   30 30
    Rounding Difference -3 -1 -1
    Current Yr Accrued Excise Tax Expense -3,925 -3,675 -3,675
    Current Yr Estimated Tax Payments 3,925 3,675 3,675
    Current Yr Tax Refund Receivable 3,957    
    Current Yr Overpayment Applied to Next Year 4,000 353 353
    Midland Texas Oil Rights 1 1 1,600
    State Tax Withheld   -223 -223
    Foreign Tax Withheld   30 30
    Rounding Difference -3 -1 -1
    Current Yr Accrued Excise Tax Expense -3,925 -3,675 -3,675
    Current Yr Estimated Tax Payments 3,925 3,675 3,675
    Current Yr Tax Refund Receivable 3,957    
    Current Yr Overpayment Applied to Next Year 4,000 353 353
    Midland Texas Oil Rights 1 1 1,600
    State Tax Withheld   -223 -223
    Foreign Tax Withheld   30 30
    Rounding Difference -3 -1 -1


    TY 2012 OtherAssetsSchedule
    Name:
    DANIEL-MICKEL FOUNDATION
    EIN: 57-0673409
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Current Yr Accrued Excise Tax Expense -3,925 -3,675 -3,675
    Current Yr Estimated Tax Payments 3,925 3,675 3,675
    Current Yr Tax Refund Receivable 3,957    
    Current Yr Overpayment Applied to Next Year 4,000 353 353
    Midland Texas Oil Rights 1 1 1,600
    State Tax Withheld   -223 -223
    Foreign Tax Withheld   30 30
    Rounding Difference -3 -1 -1
    Current Yr Accrued Excise Tax Expense -3,925 -3,675 -3,675
    Current Yr Estimated Tax Payments 3,925 3,675 3,675
    Current Yr Tax Refund Receivable 3,957    
    Current Yr Overpayment Applied to Next Year 4,000 353 353
    Midland Texas Oil Rights 1 1 1,600
    State Tax Withheld   -223 -223
    Foreign Tax Withheld   30 30
    Rounding Difference -3 -1 -1
    Current Yr Accrued Excise Tax Expense -3,925 -3,675 -3,675
    Current Yr Estimated Tax Payments 3,925 3,675 3,675
    Current Yr Tax Refund Receivable 3,957    
    Current Yr Overpayment Applied to Next Year 4,000 353 353
    Midland Texas Oil Rights 1 1 1,600
    State Tax Withheld   -223 -223
    Foreign Tax Withheld   30 30
    Rounding Difference -3 -1 -1


    TY 2012 OtherDecreasesSchedule
    Name:
    DANIEL-MICKEL FOUNDATION
    EIN: 57-0673409
    Description Amount
    K-1 Rental Real Estate Loss 4,759


    TY 2012 OtherExpensesSchedule
    Name:
    DANIEL-MICKEL FOUNDATION
    EIN: 57-0673409
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank Service Charges 177     177
    Dues-Assn of Small Foundations 695 200   495
    Dues-SC Grantmakers Network 325     325
    Postage 341     341
    K-1 Portfolio Deductions 19,715 19,715    
    Office Supplies 187     187


    TY 2012 OtherIncomeSchedule2
    Name:
    DANIEL-MICKEL FOUNDATION
    EIN: 57-0673409
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Pioneer Natural Resrc Property Royalties 280 280  
    Med Properties K-1 Ordinary P/ship income 3,589 3,589  
    Med Properties Other Partnership Income 8,607 8,607  
    Vault Global Other Partnership Income 4,111 4,111  


    TY 2012 OtherIncreasesSchedule
    Name:
    DANIEL-MICKEL FOUNDATION
    EIN: 57-0673409
    Description Amount
    Rounding Differences -1
    Adjustment to Prior Year tax Refund 2,886


    TY 2012 OtherLiabilitiesSchedule
    Name:
    DANIEL-MICKEL FOUNDATION
    EIN: 57-0673409
    Description Beginning of Year - Book Value End of Year - Book Value
    Uncleared Checks to be cancelled and reissued 100 2,500
    Uncleared Checks to be cancelled and reissued 100 2,500


    TY 2012 OtherLiabilitiesSchedule
    Name:
    DANIEL-MICKEL FOUNDATION
    EIN: 57-0673409
    Description Beginning of Year - Book Value End of Year - Book Value
    Uncleared Checks to be cancelled and reissued 100 2,500
    Uncleared Checks to be cancelled and reissued 100 2,500


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    DANIEL-MICKEL FOUNDATION
    EIN: 57-0673409
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Deutsche Banc Alex Brown Investment Account Transfer Fees 33,372 33,372    
    Web net web site hosting 471     471


    TY 2012 TaxesSchedule
    Name:
    DANIEL-MICKEL FOUNDATION
    EIN: 57-0673409
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal Excise tax (990-PF) 3,647 3,647    
    Texas Property taxes 31 31    
    Tax Withheld on Investments 290 290