MILLER FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MILLER FAMILY FOUNDATION (EIN 20-1979637)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202103179349100200
- Schema version
- 2020v4.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T22:53:34-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPIRIANT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201979637 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MILLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ASPIRIANT LLC | InCareOfNm |
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 3108064000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD STE 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY MILLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3108064000 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | MILLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MENKA SINGH | PreparerPersonNm |
| PTIN | P01629970 | PTIN |
| Phone | 3108064000 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $12,040,428 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,804,766 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $169,922 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $169,922 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,508,987 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,981,868 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,508,987 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,483,675 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,678,909 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $10,216 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,216 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,335 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,668 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,667 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,588 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,362 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $226 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,864 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,280 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $150,010 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150,000 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $237,013 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $192,310 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,119 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $272,013 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $192,310 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,119 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,211,662 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,486,599 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,199 | CashBOYAmt |
| Cash EOY | $75,411 | CashEOYAmt |
| Cash EOYFMV | $75,411 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $77,293 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,708,606 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,708,606 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,160 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $18,416 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $18,416 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $4,684,420 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,614,015 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,614,015 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $869,575 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,414,495 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,414,495 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $297,022 | OtherInvestmentsBOYAmt |
| Other Assets BOY | $634,485 | OtherAssetsBOYAmt |
| Other Assets EOY | $209,485 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $209,485 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,581,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,040,428 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,040,428 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,581,154 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,040,428 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,581,154 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,040,428 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,581,154 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,040,428 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,581,154 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,211,662 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,792,816 | SubtotalAmt |
| Other Decreases | $2,752,388 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,040,428 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY 4768 - SEE STMT | P | 2020-01-01 | 2020-12-31 | $47,201 | $44,840 | $2,406 | $2,361 |
| FIDELITY 4768 - SEE STMT | P | 2020-01-01 | 2020-12-31 | $2,018,053 | $127,469 | $1,890,584 | $1,890,584 |
| FIDELITY 4198 - SEE STMT | P | 2020-01-01 | 2020-12-31 | $142,750 | $146,439 | -$3,680 | -$3,689 |
| FIDELITY 4198 - SEE STMT | P | 2020-01-01 | 2020-12-31 | $193,940 | $160,748 | $33,192 | $33,192 |
| FIDELITY 8537 - SEE STMT | P | 2020-01-01 | 2020-12-31 | $2,579,923 | $11,000 | $2,568,923 | $2,568,923 |
| CAPITAL GAIN DIVIDENDS | P | $17,562 | |||||
| CAPITAL GAIN DIVIDENDS | P | $17,562 | |||||
| CAPITAL GAIN DIVIDENDS | P | $17,562 | |||||
| CAPITAL GAIN DIVIDENDS | P | $17,562 | |||||
| CAPITAL GAIN DIVIDENDS | P | $17,562 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,508,987 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $62,364 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $62,364 | SubtotalAmt |
| Tax Based On Investment Income | $62,364 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,416 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $69,416 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,052 | OverpaymentAmt |
| Applied To ES Tax | $7,052 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPIRIANT LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108064000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD STE 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY A MILLER | ||||||||
| 11100 SANTA MONICA BLVD STE 600 | LOS ANGELES | CA | 90025 | PRESIDENT | 0 | $0 | $0 | $0 |
| KAREN L MILLER | ||||||||
| 11100 SANTA MONICA BLVD STE 600 | LOS ANGELES | CA | 90025 | SEC & TREAS | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $25,000 | AllOtherProgramRltdInvstTotAmt |
| Total | $25,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,500,020 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $312,220 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,812,240 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,812,240 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $117,184 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,695,056 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $384,753 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $384,753 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $62,364 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $62,364 | TotalTaxAmt |
| Distributable Before Adj | $322,389 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $325,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $647,389 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $647,389 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,119 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $25,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $77,119 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $77,119 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $647,389 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $568,062 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $322,123 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $134,669 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,024,854 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $77,119 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $77,119 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $570,270 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $570,270 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $454,584 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $454,584 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $319,915 | ExcessFromYear4Amt |
| Excess From Year3 | $134,669 | ExcessFromYear3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY A MILLER | ContributingManagerNm |
| Contributing Manager | KAREN L MILLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GOLDEN STATE WARRIORS COMMUNITY FOUNDATION | |||||||
| 1011 BROADWAY | OAKLAND | CA | 94607 | NONE | PC | UNRESTRICTED | $15,000 |
| SILICON VALLEY EDUCATION FOUNDATION | |||||||
| 1400 PARKMOOR AVE 200 | SAN JOSE | CA | 95126 | NONE | PC | UNRESTRICTED | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $169,922 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,508,987 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,678,909 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,678,909 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MILLER JEFFREY A KAREN L | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD STE 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,804,766 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,335 | Amt |
| Net Investment Income | $6,668 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,667 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALL ACROSS AFRICA | Desc |
| Amt | $25,000 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | TIAA-CREF SOCIAL CHOICE BOND | BondNm |
| EOY Book Value | $1,414,495 | EOYBookValueAmt |
| EOYFMV | $1,414,495 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES TR INTL DEV RE ETF | $0 | $0 |
| SPDR S&P INTL SMALL CAP | $412,597 | $412,597 |
| VANGUARD INTL EQUITY INDEX | $386,199 | $386,199 |
| VANGUARD INDEX FDS REIT | $363,670 | $363,670 |
| BRANCH INTERNATIONAL | $541,988 | $541,988 |
| DFA US SUSTAIN CORE 1 | $2,925,086 | $2,925,086 |
| DFA EMERGING MARKETS SUSTAIN | $892,551 | $892,551 |
| ALL ACROSS AFRICA | $125,000 | $125,000 |
| GENERATION IM SUST SOL | $193,678 | $193,678 |
| GRATITUDE RAILROAD | $150,000 | $150,000 |
| FIDELITY 4198 | $1,623,246 | $1,623,246 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALIGN IMPACT FUND L.P. | CategoryOrItemTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,216 | LegalFeesAmt |
| Disbursements Charitable Prps | $10,216 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM-RELATED INVESTMENTS | $534,485 | $209,485 | $209,485 |
| ALLIGN IMPACT FUND II | $100,000 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS/LOSSES | Desc |
| Amt | $2,752,388 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LOSS ON INVESTMENTS | $150,000 | $150,000 | |
| CA FTB FEE | $10 | $10 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Align Impact Fund, LP | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $29,692 | $29,692 | |
| INVESTMENT ADR | $670 | $670 | |
| BANK FEES | $226 | $226 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $27,584 | |
| FOREIGN TAXES PAID | $5,280 | $5,280 |