BETA

DIANE AND RON MILLER FUND: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
DIANE AND RON MILLER FUND (EIN 46-5650125)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-07
IRS object ID
201803119349101300
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-07T18:31:39-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11000 MAIN STREET STE 280AddressLine1Txt
CityNAPACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94559ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN465650125EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DIANE AND RON MILLER CHARITABLEBusinessNameLine1Txt
Business Name Line2FUND C/O SILVERADO VINEYARDS ACCTGBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDIANBusinessNameControlTxt
Phone4154530883PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16121 SILVERADO TRAILAddressLine1Txt
CityNAPACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94558ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD W MILLERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4154530883PhoneNum
Signature2018-10-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRACY S PAGLIAPreparerPersonNm
PTINP00366884PTIN
Phone7072551059PhoneNum
Preparation2018-10-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.129.7.100IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-12IPDt
IP Tm17:09:50IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdB20A33B77085F9A28768A14513D7F3142981CE0CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$41,801FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$703,734ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$961DividendsRevAndExpnssAmt
Dividends Net Invst Incm$961DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$704,695TotalRevAndExpnssAmt
Total Net Invst Incm$961TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$459LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$459LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,463AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,463AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$95TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$86TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,017TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,008TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$695,257ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$695,257ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$702,274TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$702,265TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,421ExcessRevenueOverExpensesAmt
Net Investment Income$961NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$20,760CashBOYAmt
Cash EOY$7,273CashEOYAmt
Cash EOYFMV$7,273CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,475SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,436SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,436SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$13,727CorporateStockBOYAmt
Corporate Stock EOY$36,183CorporateStockEOYAmt
Corporate Stock EOYFMV$32,092CorporateStockEOYFMVAmt
Total Assets BOY$35,962TotalAssetsBOYAmt
Total Assets EOY$45,892TotalAssetsEOYAmt
Total Assets EOYFMV$41,801TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$35,962RetainedEarningBOYAmt
Retained Earning EOY$45,892RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$35,962TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$45,892TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$35,962TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$45,892TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$35,962TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,421ExcessRevenueOverExpensesAmt
Other Increases$7,509OtherIncreasesAmt
Subtotal$45,892SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$45,892TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$858,903AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$47,250NetVlNoncharitableAssetsYr1Amt
Distribution Yr118.177841DistributionYr1Rt
Adjusted Qlfy Distri Yr2$751,026AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$103,283NetVlNoncharitableAssetsYr2Amt
Distribution Yr27.271535DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$0NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution25.449376TotalDistributionRt
Average Distribution8.483125AverageDistributionRt
Net Vl Noncharitable Assets$55,869NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$473,944AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$10NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$473,954AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$702,265QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$10InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$10TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJERI MORTONIndividualWithBooksNm
Phone4154530883PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1311 MILLER AVENUE SUITE C-1AddressLine1Txt
CityMILL VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94941ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RONALD W MILLER
311 MILLER AVENUE SUITE C-1MILL VALLEYCA94941PRESIDENT1.00$0$0$0
JENNIFER GOFF
311 MILLER AVENUE SUITE C-1MILL VALLEYCA94941TREASURER & SECRATARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$38,157AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,563AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$56,720TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$56,720AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$851CashDeemedCharitableAmt
Net Vl Noncharitable Assets$55,869NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,793MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,793MinimumInvestmentReturnAmt
Tax Based On Investment Income$10TaxBasedOnInvestmentIncomeAmt
Total Tax$10TotalTaxAmt
Distributable Before Adj$2,783DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,783DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,783DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$702,265ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$702,265QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$10PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$702,255AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,783DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$27,886ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$27,886TotalExcessDistributionCyovAmt
Qualifying Distributions$702,265QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$702,265TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$2,783ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,783ExcessDistributionCyovAppCYAmt
Total Corpus$727,368TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$703,734CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$23,634ExcessDistriCyovToNextYrAmt
Excess From Year1$23,634ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRONALD W MILLERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASPEN VALLEY HOSPITAL
0401 CASTLE CREEK RDASPENCO81611PCPUBLIC HEALTH$2,501
CALIFORNIA DANCE INSTITUTE
3131 OLYMPIC BLVDSANTA MONICACA90404PCARTS/HUMANITIES$5,084
CLINIC OLE
1100 TRANCAS STNAPACA94558PCPUBLIC HEALTH SERVICES$10,006
CO STATE UNIVERSITY
601 S HOWESFORTT COLLINSCO80523PCPLANT RESEARCH$80,390
CORPORATION OF THE FINE ARTS
50 HAGIWARA DRSAN FRANCISCOCA94118PCARTS/HUMANITIES$4,981
DOCTORS WO BORDERS
333 7TH AVENEW YORKNY10001PCWORLD HEALTH$5,003
EISENHOWER MUSEUM
1629 K STREET NW SUITE 801WASHINGTONDC20006PCARTS/HUMANITIES$100,260
FRIENDS OF LINCOLN THEATER
100 CALIFORNIA DRIVEYOUNTVILLECA94599PCARTS/HUMANITIES$5,082
GLIDE FOUNDATION
330 ELLIS STSAN FRANCISCOCA94102PCPUBLIC HEALTH SERVICES$556
HANNA BOYS CENTER
17000 ARNOLD DRSONOMACA95476PCAT-RISK YOUTH$5,003
KDFC (USC)
201 THIRD STSAN FRANCISCOCA94103PCARTS/HUMANITIES$9,835
LA PHILHARMONIC
151 SOUTH GRAND AVELOS ANGELESCA90012PCARTS/HUMANITIES$49,687
MARCH OF DIMES
1275 MAMARONECK AVENUEWHITE PLAINSNY10605PCCHILDREN'S HEALTH$1,001
MUSIC ASSOCIATES OF ASPEN
225 MUSIC SCHOOL RDASPENCO81611PCARTS/HUMANITIES$10,171
MUSIC IN THE VINEYARDS
PO BOX 6297NAPACA94581PCARTS/HUMANITIES$19,898
NAPA VALLEY HOSPICE
414 S JEFFERSON STNAPACA94559PCPUBLIC HEALTH SERVICES$5,003
NATIONAL MS SOCIETY
1700 OWENS ST 190SAN FRANCISCOCA94158PCPUBLIC HEALTH$2,543
NORMAN ROCKWELL MUSEUM
PO BOX 308STOCKBRIDGEMA01262PCARTS/HUMANITIES$2,557
OAKLAND MUSEUM OF CA
1000 OAK STOAKLANDCA94607PCARTS/HUMANITIES$5,003
RED CROSS
1790 THIRD STNAPACA94559PCCOMMUNITY SUPPORT$556
RYMAN CARROLL ARTS
1933 S BROADWAYLOS ANGELESCA90007PCARTS/HUMANITIES$5,003
SALVATION ARMY
832 FOLSOM STSAN FRANCISCOCA94107PCCOMMUNITY SUPPORT$5,003
SF BALLET
455 FRANKLIN STSAN FRANCISCOCA94102PCARTS/HUMANITIES$14,897
SF SYMPHONY
DAVIES SYMPHONY HALLSAN FRANCISCOCA94102PCARTS/HUMANITIES$25,013
ST HELENA HOSPITAL
10 WOODLAND RDST HELENACA94574PCPUBLIC HEALTH$10,006
STEADMAN PHILLIPPON
181 W MEADOW DRVAILCO81657PCORTHOPAEDIC RESEARCH$5,003
THE HALO TRUST
1730 RHODE ISLAND AVEWASHINGTONDC20036PCWORLD HEALTH$10,015
THE V FOUNDATION
14600 WESTON PKWAYCARYNC27513PCCANCER RESEARCH$5,003
TROUT UNLIMITED
1777 N KENT ST SUITE 100ARLINGTONVA22209PCCONSERVATION$5,035
UCSF BENIOFF CHILDREN'S HOSPITALS
2201 BROADWAYOAKLANDCA94612PCCHILDREN'S HEALTH$14,895
UNITED STATES HOLOCAUST
100 RAOUL WALLENBERG PL SWWASHINGTONDC20024PCHOLOCAUST EDUCATION$1,059
UNIVERSITY OF DENVER
2190 E ASHBURY AVEDENVERCO80208PCENDOWMENT FUND$10,006
USC
UNIVERSITY OF SOUTHERN CALOS ANGELESCA90089PCFOOTBALL SCHOLARSHIP$250,631
USO
PO BOX 96860WASHINGTONDC20077PCPUBLIC HEALTH SERVICES$1,114
YOUNG AUDIENCES OF NO CA
465 CALIFORNIA ST STE 433SAN FRANCISCOCA94104PCARTS/HUMANITIES$2,454
YOUNTVILLE PTA
6554 YOUNT STREETYOUNTVILLECA94599PCARTS/HUMANITIES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$695,257TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$961ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$961ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$961TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
RONALD W MILLER
1311 MILLER AVENUE SUITE C-1MILL VALLEYCA94941$100,672Yes (X)
RONALD W MILLER
2311 MILLER AVENUE SUITE C-1MILL VALLEYCA94941$352,716Yes (X)
RONALD W MILLER
3311 MILLER AVENUE SUITE C-1MILL VALLEYCA94941$151,416Yes (X)
RONALD W MILLER
4311 MILLER AVENUE SUITE C-1MILL VALLEYCA94941$98,930Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1905 SHARES OF WALT DISNEY$100,6722017-03-03
23120 SHARES OF WALT DISNEY$352,7162017-03-28
31326 SHARES OF WALT DISNEY$151,4162017-04-18
4865 SHARES OF WALT DISNEY$98,9302017-05-02

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND TAX PREPARATIONCategoryTxt
Amt$6,463Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,463DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionFORM 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.FORM 990-PF, PAGE 9, PART XIII LINE 5 COLUMN (A) ELECTION TO TREAT UNUSED PRIOR YEAR CORPUS DISTRIBUTIONS AS CURRENT YEAR CORPUS DISTRIBUTIONSPURSUANT TO REG. 53.4942(A)-3(C)(2)(IV), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEAR'S (YEARS') DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEAR(S): 2016 - $2,783ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
194 SHARES OF DISNEY WALT COMPANY STOCKS$22,188$20,857
446 SHARES OF MACY'S INC STOCKS$13,995$11,235

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$459LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$459DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$7,509Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$9$0$0
STATE FILING FEES$86$0$86

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