Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 09-01-2017 , and ending 08-31-2018
Name of foundation
JOHN D MULLER JR TRUST
C/O WELLS FARGO BANK NA 94-3080771
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD 3RD FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

57-6107692
B Telephone number (see instructions)

(843) 724-4000
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$18,592,566J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 8,518 8,518 8,518
4 Dividends and interest from securities... 26,690 26,690 26,690
5a Gross rents............ 431,955 431,955 431,955
b Net rental income or (loss) 227,680
6a Net gain or (loss) from sale of assets not on line 10 19,258
b Gross sales price for all assets on line 6a 218,991
7 Capital gain net income (from Part IV, line 2)... 19,258
8 Net short-term capital gain......... 254
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).......      
12 Total. Add lines 1 through 11........ 486,421 486,421 467,417
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 138,060     34,515
14 Other employee salaries and wages...... 64,012 64,012 64,012  
15 Pension plans, employee benefits....... 8,718 8,718 8,718  
16a Legal fees (attach schedule)......... Click to see attachment 5,088 5,088 5,088  
b Accounting fees (attach schedule)....... Click to see attachment 7,746 1,908 1,908 5,838
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,426 1,849 1,849  
19 Depreciation (attach schedule) and depletion... Click to see attachment 10,430 10,430 10,430
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 191,996 191,996 191,996  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 433,476 284,001 284,001 40,353
25 Contributions, gifts, grants paid....... 82,412 82,412
26 Total expenses and disbursements. Add lines 24 and 25 515,888 284,001 284,001 122,765
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -29,467
b Net investment income (if negative, enter -0-) 202,420
c Adjusted net income (if negative, enter -0-)... 183,416
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 351 469 469
2 Savings and temporary cash investments......... 116,081 103,735 103,735
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 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).......      
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).......... 1,424,102 Click to see attachment1,416,894 1,580,926
14 Land, buildings, and equipment: basis bullet3,282,066
Less: accumulated depreciation (attach schedule) bullet628,522 2,663,976 Click to see attachment2,653,544 16,907,436
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,204,510 4,174,642 18,592,566
Liabilities 17 Accounts payable and accrued expenses.......... 37,753 37,013
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 attachment966 Click to see attachment966
23 Total liabilities (add lines 17 through 22)......... 38,719 37,979
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,267,031 3,267,031
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 898,760 869,632
29 Total net assets or fund balances (see instructions)..... 4,165,791 4,136,663
30 Total liabilities and net assets/fund balances (see instructions). 4,204,510 4,174,642
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,165,791
2
Enter amount from Part I, line 27a .....................
2
-29,467
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
339
4
Add lines 1, 2, and 3 ..........................
4
4,136,663
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,136,663
Form 990-PF (2019)
Form 990-PF (2019)
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 WELLS FARGO SHORT TERM P    
b WELLS FARGO LONG TERM P    
c
d
e
(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 10,789   10,535 254
b 189,897   189,198 699
c
d
e
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       254
b       699
c
d
e
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 19,258
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 3 254
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 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))
2018 130,456 1,625,145 0.080273
2017 1,443,774 1,951,034 0.740005
2016 1,424,907 2,110,527 0.675143
2015 1,338,131 2,190,692 0.610826
2014 1,269,223 2,076,640 0.611191
2
Total of line 1, column (d) .....................
2
2.717438
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.543488
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
1,677,796
5
Multiply line 4 by line 3......................
5
911,862
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,024
7
Add lines 5 and 6........................
7
913,886
8
Enter qualifying distributions from Part XII, line 4,.............
8
157,280
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 (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 4,048
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  
3 Add lines 1 and 2........................... 3 4,048
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 4,048
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 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.............. 7 4,000
8 Enter any penalty for underpayment of estimated tax. Check here 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 48
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet   RefundedBullet 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 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)
    bulletSC
    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 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletN/A
    14
    The books are in care ofbulletWELLS FARGO BANK NA TRUSTEE, IFS FIDUCIARY TAX SERVICE Telephone no.bullet (704) 590-2828

    Located atbullet1525 WEST WT HARRIS BLVDMAC D1114-044CHARLOTTENC ZIP+4bullet28288
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 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 2019?.............
    1c
     
     
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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
     
     
    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 2019 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 2019.)..................
    3b
     
     
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? 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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    WELLS FARGO BANK NA
    IFS FIDUCIARY TAX SERVICE     		TRUSTEE
    1.00     		138,060 0 0
    1525 WEST WT HARRIS BLVD MAC D114-0
    CHARLOTTE,NC28262
    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
    SCOTT L WALLACE FACILITY SUP
    40.00     		64,012    
    53 ELIZABETH STREET
    CHARLESTON,SC29401
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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.............bullet  
    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 LUTHERAN HOMES 41,206
    2 NEWBERRY COLLEGE 41,206
    3  
    4  
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    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
    1,580,926
    b
    Average of monthly cash balances.......................
    1b
    120,086
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,334
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,703,346
    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
    1,703,346
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    25,550
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,677,796
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    83,890
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
     
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    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
     
    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
    122,765
    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
    34,515
    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
    157,280
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    157,280
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 157,280
    a Applied to 2018, but not more than line 2a  
    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 2019 distributable amount.....  
    e Remaining amount distributed out of corpus 157,280
    5 Excess distributions carryover applied to 2019.    
    (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 5 157,280
    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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    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 2019, enter the date of the ruling....... bullet
    1987-05-11
    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) 2019 (b) 2018 (c) 2017 (d) 2016
    83,890 81,257 97,552 105,526 368,225
    b 85% of line 2a ......... 71,307 69,068 82,919 89,697 312,991
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		157,280 130,456 1,445,396 1,439,677 3,172,809
    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 ....     		157,280 130,456 1,445,396 1,439,677 3,172,809
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 18,608,346 18,554,894 18,885,757 19,140,492 75,189,489
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		 16,930,550 16,929,748 16,934,711 17,029,965 67,824,974
    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 foundation 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).)
    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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    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
    LUTHERAN HOMES OF SOUTH CAROLINA
    300 MINISTRY DRIVE
    IRMO,SC29063     		UNRELATED PUBLIC CHARI RELIGIOUS 41,206
    NEWBERRY COLLEGE
    2100 COLLEGE STREET
    NEWBERRY,SC29108     		UNRELATED PUBLIC COLLE EDUCATIONAL 41,206
    Total .................................bullet 3a 82,412
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    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....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 8,518  
    4 Dividends and interest from securities....     14 26,690  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....         227,680
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 19,258  
    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)..   54,466 227,680
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    282,146
    (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.)
    5B RENTAL OF THE TRUST'S PROPERTIES ENABLES THEM TO BE MAINTAINED AND PRESERVED IN THEIR ORIGINAL CONDITION AS SPECIFIED IN THE TRUST'S PURPOSE.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    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 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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) 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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 AccountingFeesSchedule
    Name:
    JOHN D MULLER JR TRUST
     
    C/O WELLS FARGO BANK NA 94-3080771
    EIN:
    57-6107692
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKKEEPING 1,908 1,908 1,908  
    TAX PREP FEES 3,930     3,930
    PAYROLL RETURNS 1,908     1,908

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

    TY 2017 DepreciationSchedule
    Name:
    JOHN D MULLER JR TRUST
     
    C/O WELLS FARGO BANK NA 94-3080771
    EIN:
    57-6107692
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    AUTO 1993-04-15 12,586 12,586 S/L 5.0000        
    23 LAUNDRY 1992-02-14 3,473 3,222 S/L 20.0000 126 126 126  
    TRACT SHED 1991-09-01 10,000 8,242 S/L 31.5000 318 318 318  
    REC BUILDING 1993-02-28 36,936 28,781 S/L 31.5000 1,173 1,173 1,173  
    23 ARCHDALE PORCH 1993-08-31 8,586 7,477 S/L 20.0000 312 312 312  
    29 ARCHDALE RENOVATIONS 1993-08-31 201,757 175,771 S/L 20.0000 7,336 7,336 7,336  
    LAND LAUREL HILL 1986-02-28 2,396,445              
    LAND 21 ARCHDALE 1986-02-28 43,500              
    LAND 23 ARCHDALE 1986-02-28 57,000              
    LAND 25 ARCHDALE 1986-02-28 12,000              
    LAND 27 ARCHDALE 1986-02-28 37,500              
    LAND 29 ARCHDALE 1986-02-28 18,750              
    LAND 5 WEST STREET 1986-02-28 30,400              
    21 ARCHDALE 1986-02-28 74,596 74,596 S/L 20.0000        
    23 ARCHDALE 1986-02-28 54,957 54,957 S/L 20.0000        
    25 ARCHDALE 1986-02-28 15,263 15,263 S/L 20.0000        
    27 ARCHDALE 1986-02-28 98,127 98,127 S/L 20.0000        
    29 ARCHDALE 1986-02-28 19,968 19,968 S/L 20.0000        
    POWER TOOLS 1989-03-01 397 397 S/L 5.0000        
    BILLYGOAT 1991-09-01 954 954 S/L 5.0000        
    LADDER 1991-12-15 1,000 1,000 S/L 5.0000        
    WELL PUMP GEN USE 1992-06-15 225 225 S/L 5.0000        
    COMPRESSOR 21-31 1995-05-15 335 335 S/L 5.0000        
    SPRAY PRESS POT 1999-02-15 304 304 S/L 5.0000        
    PRESSER WASH 1996-10-15 1,516 1,516 S/L 5.0000        
    TABLE SAW 1996-10-15 686 686 S/L 5.0000        
    ANSWERING MACHINE 1997-09-15 466 466 S/L 5.0000        
    SANDER 1997-11-15 246 246 S/L 5.0000        
    AIR STAPLER 1998-06-15 199 199 S/L 5.0000        
    SIGNS 1998-04-15 553 553 S/L 5.0000        
    WATER HEATER 1991-11-15 229 229 S/L 5.0000        
    FENCE 1994-12-15 489 489 S/L 5.0000        
    BUSH HOG 1998-11-15 1,624 1,624 S/L 5.0000        
    REFRIG 1989-05-15 430 430 S/L 5.0000        
    REFRIG 1990-06-15 420 420 S/L 5.0000        
    A/C 1990-06-15 493 493 S/L 5.0000        
    A/C 1990-07-15 471 471 S/L 5.0000        
    REFRIG 1990-05-15 441 441 S/L 5.0000        
    A/C 1991-08-15 513 513 S/L 5.0000        
    A/C 1991-08-15 513 513 S/L 5.0000        
    STOVE 1991-08-15 309 309 S/L 5.0000        
    2 A/C 1992-05-15 1,349 1,349 S/L 5.0000        
    DEHUMIDIF 1992-08-15 339 339 S/L 5.0000        
    WATER HEATER 1993-08-15 332 332 S/L 5.0000        
    SEARS A/C 1994-06-15 620 620 S/L 5.0000        
    SEARS REFRIG 1994-06-15 1,050 1,050 S/L 5.0000        
    SEARS STOVE 1994-06-15 259 259 S/L 5.0000        
    WATER HEATER 1994-07-15 195 195 S/L 5.0000        
    A/C 1994-09-15 575 575 S/L 5.0000        
    A/C 1995-06-15 465 465 S/L 5.0000        
    2 A/C UNITS 1996-05-15 1,084 1,084 S/L 5.0000        
    GAS LOGS 1997-11-15 350 350 S/L 5.0000        
    A/C UNIT 1999-06-15 490 490 S/L 5.0000        
    REFRIG 1990-05-15 441 441 S/L 5.0000        
    REFRIG 1990-11-15 448 448 S/L 5.0000        
    2 WASHER / 2 DRYER 1992-03-15 2,650 2,650 S/L 5.0000        
    WATER HEATER 1992-01-15 273 273 S/L 5.0000        
    A/C 1993-07-15 530 530 S/L 5.0000        
    A/C 1993-05-15 451 451 S/L 5.0000        
    A/C UNIT 1995-04-15 572 572 S/L 5.0000        
    A/C UNIT 1998-07-15 455 455 S/L 5.0000        
    A/C UNIT 1999-05-15 582 582 S/L 5.0000        
    2 A/C UNITS 1999-08-15 1,147 1,147 S/L 5.0000        
    HEAT / COOL SYSTEM 1996-08-15 3,650 3,650 S/L 5.0000        
    A/C 1991-03-15 523 523 S/L 5.0000        
    WATER HEATER 1993-04-15 201 201 S/L 5.0000        
    A/C 1993-09-15 453 453 S/L 5.0000        
    SEARS A/C 1994-08-15 565 565 S/L 5.0000        
    A/C 1995-04-15 573 573 S/L 5.0000        
    A/C 1996-05-15 542 542 S/L 5.0000        
    HVAC COIL UNIT 1996-11-15 1,475 1,475 S/L 5.0000        
    A/C 1997-06-15 608 608 S/L 5.0000        
    STOVE 1997-07-15 296 296 S/L 5.0000        
    STOVE 1998-05-15 293 293 S/L 5.0000        
    A/C UNIT 1998-07-15 598 598 S/L 5.0000        
    REFRIG 1998-08-15 454 454 S/L 5.0000        
    A/C 1999-04-15 490 490 S/L 5.0000        
    APPLIANCE 2000-08-09 692 692 S/L 5.0000        
    21 A/C 2000-08-01 422 422 S/L 5.0000        
    REFRIG 2001-01-20 568 568 S/L 5.0000        
    HOT WATER HEATER - REAR CABINET 2001-08-28 494 494 S/L 5.0000        
    VINYL FLOORING - 21 ARCHDALE 2002-08-19 917 917 S/L 5.0000        
    VINYL FLOORING - 27 ARCHDALE 2002-08-19 1,835 1,835 S/L 5.0000        
    WASHER AND DRYER 2003-03-11 1,408 1,408 S/L 5.0000        
    REFRIGERATOR 2003-04-01 740 740 S/L 5.0000        
    SEARS A/C 1994-08-15 620 620 S/L 5.0000        
    WATER HEATER 1995-05-15 276 276 S/L 5.0000        
    HVAC AIR HANDLER 2003-11-18 1,675 1,675 S/L 5.0000        
    WASHER AND DRYER 2003-10-01 2,502 2,502 S/L 5.0000        
    JOHN DEERE TRACTOR 2004-06-15 9,500 9,500 S/L 5.0000        
    ROOF 2005-05-25 2,525 1,148 S/L 20.0000 92 92 92  
    23 ARCHDALE PORCH 2004-12-03 791 360 S/L 20.0000 28 28 28  
    ROOF 2005-06-22 3,610 1,641 S/L 20.0000 131 131 131  
    ROOF 2005-05-25 1,575 716 S/L 20.0000 57 57 57  
    VINYL FLOORING - 23 ARCHDALE 2006-02-10 1,506 1,506 200DB 5.0000        
    VINYL FLOORING - 21D ARCHDALE 2006-03-17 1,266 1,266 200DB 5.0000        
    FLOORING IN BATHROOM AND KITCHEN 2006-10-19 1,331 1,331 200DB 5.0000        
    FLOORING IN BATHROOM AND KICTHEN 2006-10-19 2,537 2,537 200DB 5.0000        
    LUAN PLYWOOD, SHEET VINYL, SHOE MOLDING 2006-12-19 1,350 1,350 200DB 5.0000        
    LUAN PLYWOOD, SHEET VINYL, SHOE MOLDING 2006-12-19 1,542 1,542 200DB 5.0000        
    LUAN PLYWOOD, SHEET VINYL, SHOE MOLDING 2006-12-19 1,215 1,215 200DB 5.0000        
    TOP SUBFLOOR IN BATH 2007-04-17 1,780 1,780 200DB 5.0000        
    VINYL IN BEDROOM, HALL ANC CLOSETS ON 2ND FLO 2007-07-24 3,610 3,610 S/L 5.0000        
    SEPTIC TANK 2006-11-28 3,500 1,336 S/L 20.0000 128 128 128  
    TIMBER RIGHTS FEES 2006-12-31 8,955              
    MAIN PORCH REBUILD 2007-11-06 538 186 S/L 20.0000 19 19 19  
    SEWER LINE REPAIRS 2008-02-05 2,690 929 S/L 20.0000 98 98 98  
    REFINISH FLOORS 2008-06-06 950 950 200DB 5.0000        
    A/C UNITS AND DRYER CIRCUITS 2008-07-14 1,300 1,300 200DB 5.0000        
    RECONSTRUCTION OF 27-A 2008-02-14 3,082 1,065 S/L 20.0000 112 112 112  
    FLOORING 2008-02-26 1,175 1,175 200DB 5.0000        
    WINDOW REPLACEMENTS 2007-11-06 1,062 367 S/L 20.0000 38 38 38  
    100 12-14 GRASS CARP 2008-06-18 1,275 1,275 200DB 5.0000        
    VINYL INSTALLATION & 5 TON CONDENSER 2009-07-14 5,875 5,875 200DB 5.0000        
    REFRIGERATOR 2009-08-03 459 459 200DB 5.0000        
    KITCHEN SINK & REFRIGERATOR 2009-08-04 661 661 200DB 5.0000        
    THERMOSTAT 2008-11-05 1,975 1,975 200DB 5.0000        
    STOVE & COMPRESSORS 2009-07-01 880 880 200DB 5.0000        
    REFINISH FLOORING 2009-07-29 1,100 1,100 200DB 5.0000        
    HEAT PUMP & A/C CONDENSOR 2010-08-30 5,490 5,490 200DB 5.0000        
    A/C CONDENSOR 2010-07-08 3,600 3,600 200DB 5.0000        
    A/C CONDENSOR 2010-06-25 4,660 4,660 200DB 5.0000        
    VINYL INSTALLATION 2009-09-29 3,427 3,427 200DB 5.0000        
    HEATER 2012-02-07 369 369 200DB 5.0000        
    ROOF 2012-02-27 4,785 870 S/L 20.0000 174 174 174  
    ROOF 2012-08-14 1,010 184 S/L 20.0000 36 36 36  
    ROOF 2012-02-14 4,110 747 S/L 20.0000 150 150 150  
    NEW FURNACE 2013-12-10 2,816 380 S/L 27.5000 102 102 102  

    TY 2017 InvestmentsOtherSchedule2
    Name:
    JOHN D MULLER JR TRUST
     
    C/O WELLS FARGO BANK NA 94-3080771
    EIN:
    57-6107692
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENTS AT COST 1,416,894 1,580,926

    TY 2017 LandEtcSchedule2
    Name:
    JOHN D MULLER JR TRUST
     
    C/O WELLS FARGO BANK NA 94-3080771
    EIN:
    57-6107692
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDINGS, EQUIPMENT 677,516 628,522 48,994 16,907,436
    LAND 2,604,550   2,604,550  


    TY 2017 LegalFeesSchedule
    Name:
    JOHN D MULLER JR TRUST
     
    C/O WELLS FARGO BANK NA 94-3080771
    EIN:
    57-6107692
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 5,088 5,088 5,088  


    TY 2017 OtherExpensesSchedule
    Name:
    JOHN D MULLER JR TRUST
     
    C/O WELLS FARGO BANK NA 94-3080771
    EIN:
    57-6107692
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ARCHDALE PROP. & LAUREL        
    AUTOMOBILE 1,960 1,960 1,960  
    BANK CHARGES 24 24 24  
    BUILDING MAINTENANCE 5,533 5,533 5,533  
    INSURANCE 106,264 106,264 106,264  
    OFFICE EXPENSE 259 259 259  
    PEST CONTROL 1,559 1,559 1,559  
    REPAIRS 54,610 54,610 54,610  
    UTILITIES: ELECTRICITY 3,292 3,292 3,292  
    UTILITIES: PHONE 1,189 1,189 1,189  
    UTILITIES: WATER 9,256 9,256 9,256  
    ROAD ACCESS 8,050 8,050 8,050  


    TY 2017 OtherIncreasesSchedule
    Name:
    JOHN D MULLER JR TRUST
     
    C/O WELLS FARGO BANK NA 94-3080771
    EIN:
    57-6107692
    Description Amount
    RETURN OF CAPITAL 339


    TY 2017 OtherLiabilitiesSchedule
    Name:
    JOHN D MULLER JR TRUST
     
    C/O WELLS FARGO BANK NA 94-3080771
    EIN:
    57-6107692
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCRUED INTEREST 966 966


    TY 2017 TaxesSchedule
    Name:
    JOHN D MULLER JR TRUST
     
    C/O WELLS FARGO BANK NA 94-3080771
    EIN:
    57-6107692
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 5,577      
    ARCHDALE PROP. & LAUREL 1,849 1,849 1,849