DIANE AND RON MILLER FUND: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DIANE AND RON MILLER FUND (EIN 46-5650125)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2021-01-14
- IRS object ID
- 202100149349100015
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-14T19:57:58-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 MAIN STREET STE 280 | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94559 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465650125 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIANE AND RON MILLER CHARITABLE FUND | BusinessNameLine1Txt |
| Business Name Line2 | C/O SILVERADO VINEYARDS ACCTG | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIAN | BusinessNameControlTxt |
| Phone | 4154530883 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6121 SILVERADO TRAIL | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD W MILLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4154530883 | PhoneNum |
| Signature | 2021-01-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY S PAGLIA | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 7072551059 | PhoneNum |
| Preparation | 2021-01-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $51,344,623 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $58,873,700 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $138 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $138 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,015,300 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,069,700 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $51,858,538 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $138 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,963 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,963 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $11,463 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,963 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $600,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $600,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $611,463 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $601,963 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,247,075 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $138 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3 | CashBOYAmt |
| Cash EOY | $469,739 | CashEOYAmt |
| Cash EOYFMV | $469,739 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,053 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,001,192 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,001,192 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,024,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $3,024,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,024,000 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $40,000,000 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $40,000,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $40,000,000 | PledgesRcvblEOYFMVAmt |
| Corporate Stock BOY | $8,333 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,992 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,992 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $838,700 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $838,700 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,389 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,344,623 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,344,623 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $9,500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,389 | RetainedEarningBOYAmt |
| Retained Earning EOY | $51,335,123 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,389 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,335,123 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,389 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,344,623 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,389 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,247,075 | ExcessRevenueOverExpensesAmt |
| Other Increases | $76,659 | OtherIncreasesAmt |
| Subtotal | $51,335,123 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,335,123 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALBERT BIERSTADT, PASS INTO THE ROCKIES | D | 2019-10-16 | 2019-11-20 | $113,400 | $100,000 | $13,400 | $13,400 |
| ALBERT BIERSTADT, LANDERS PEAK | D | 2019-10-16 | 2019-11-20 | $64,800 | $120,000 | -$55,200 | -$55,200 |
| PIERRE BONNARD, FLEURS. CIRCA 1940 | D | 2019-10-16 | 2019-11-12 | $23,760 | $70,000 | -$46,240 | -$46,240 |
| CHARLES ARNOLDI. COPY WRONG. 1986 | D | 2019-10-16 | 2019-11-14 | $540 | $10,000 | -$9,460 | -$9,460 |
| ROY LICHTENSTEIN, BRUSHSTROKE SCULPTURE IV | D | 2019-10-16 | 2019-11-14 | $140,400 | $250,000 | -$109,600 | -$109,600 |
| RICHARD DIEBENKORN, OCEAN PARK NO. 108 | D | 2019-10-16 | 2019-11-13 | $4,800,000 | $9,000,000 | -$4,200,000 | -$4,200,000 |
| WINSLOW HOMER, BOATS ALONGSIDE A SCHOONER. CIRCA 1884 | D | 2019-10-16 | 2019-11-20 | $194,400 | $400,000 | -$205,600 | -$205,600 |
| ANDREW WYETH, OLIVERS CAP | D | 2019-10-16 | 2019-11-20 | $2,160,000 | $4,500,000 | -$2,340,000 | -$2,340,000 |
| ANDREW WYETH, THAWING | D | 2019-10-16 | 2019-11-20 | $70,200 | $100,000 | -$29,800 | -$29,800 |
| PAUL SIGNAC, SCENE DU PORT. CIRCA 1930 | D | 2019-10-16 | 2019-11-12 | $32,400 | $35,000 | -$2,600 | -$2,600 |
| MILTON AVERY, PINK SAND, PINK SKY. 1963 | D | 2019-10-16 | 2019-11-14 | $54,000 | $100,000 | -$46,000 | -$46,000 |
| WINSLOW HOMER, THE SHEPHERDESS. 1878 | D | 2019-10-16 | 2019-11-20 | $75,600 | $200,000 | -$124,400 | -$124,400 |
| WINSLOW HOMER, SCHOONERS IN GLOUCESTER HARBOR | D | 2019-10-16 | 2019-11-20 | $302,400 | $150,000 | $152,400 | $152,400 |
| JAMES WEEKS, BAY EXCURSION #2. 1984 | D | 2019-10-16 | 2019-11-14 | $37,800 | $50,000 | -$12,200 | -$12,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,015,300 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $837,394 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $56,918 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 14.712288 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $702,255 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $55,869 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 12.569672 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $858,903 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $47,250 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 18.177841 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $751,026 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $103,283 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 7.271535 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 52.731336 | TotalDistributionRt |
| Average Distribution | 10.546267 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $865,026 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,122,795 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,122,796 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $601,963 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LINDA TERRY | IndividualWithBooksNm |
| Phone | 7072596614 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6121 SILVERADO TRAIL | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JENNIFER GOFF | ||||||||
| 6121 SILVERADO TRAIL | NAPA | CA | 94558 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| TAMARA D MILLER | ||||||||
| 6121 SILVERADO TRAIL | NAPA | CA | 94558 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| WALTER ED MILLER | ||||||||
| 6121 SILVERADO TRAIL | NAPA | CA | 94558 | TREASURER & SECRETARY | 1.00 | $0 | $0 | $0 |
| RONALD W MILLER | ||||||||
| 6121 SILVERADO TRAIL | NAPA | CA | 94558 | PRESIDENT (THRU 02/19) | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,012 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $313,002 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $555,185 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $878,199 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $878,199 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,173 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $865,026 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,251 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,251 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3 | TotalTaxAmt |
| Distributable Before Adj | $43,248 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,248 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,248 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $601,963 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $601,963 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $601,963 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,248 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $23,634 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $9,182 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,816 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $601,963 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,248 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $558,715 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $591,531 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $591,531 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $23,634 | ExcessFromYear3Amt |
| Excess From Year1 | $9,182 | ExcessFromYear1Amt |
| Excess From Current Year | $558,715 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JENNIFER GOFF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LA PHILHARMONIC | ||||||
| 151 SOUTH GRAND AVE | LOS ANGELES | CA | 90012 | PC | ARTS/HUMANITIES | $300,000 |
| THE HALO TRUST | ||||||
| 1730 RHODE ISLAND AVE | WASHINGTON | DC | 20036 | PC | WORLD HEALTH | $100,000 |
| JANE GOODALL INSTITUTE | ||||||
| 1595 SPRING HILL RD SUITE 550 | VIENNA | VA | 22192 | PC | CONSERVATION | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $600,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$7,015,300 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$7,015,162 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$7,015,162 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| RON W MILLER ESTATE | |||||||
| 1 | 6121 SILVERADO TRAIL | NAPA | CA | 94558 | $54,957,070 | Yes (X) | |
| RON W MILLER ESTATE | |||||||
| 2 | 6121 SILVERADO TRAIL | NAPA | CA | 94558 | $3,916,630 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ART | $18,873,700 | 2019-12-31 |
| 1 | SECURITIES | $36,083,370 | 2019-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION | CategoryTxt |
| Amt | $9,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | FORM 990-PF, PAGE 9, PART XIII, LINE 4C, COLUMN (A): DISTRIBUTION FROM CORPUS ELECTION PURSUANT TO CODE SEC. 4942(H) AND REG SEC. 53.4942(A)-3(D)(2) THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS, TO THE EXTENT SO INDICATED IN THE RETURN. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 76 SHARES OF DISNEY WALT COMPANY STOCK | StockNm |
| EOY Book Value | $10,992 | EOYBookValueAmt |
| EOYFMV | $10,992 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,963 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,963 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ART | Desc |
| EOY Book Value | $838,700 | EOYBookValueAmt |
| EOYFMV | $838,700 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $76,659 | Amt |
Comments