DIANE AND RON MILLER FUND: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DIANE AND RON MILLER FUND (EIN 46-5650125)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-13
- IRS object ID
- 201702569349100025
- Schema version
- 2016v3.0
- 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
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-13T15:45:54-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | BusinessNameLine1Txt |
| Business Name Line2 | FUND 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 | 2017-08-04 | 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 | 2017-08-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.7.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-04 | IPDt |
| IP Tm | 18:02:34 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B74E0517FD5637A4549F1F915CC516898E5C353D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,173 | 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 | $828,672 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $885 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $885 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $829,557 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $885 | 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 |
| Accounting Fees Rev And Expnss | $8,098 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,105 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $92 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $85 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,190 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,190 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $847,722 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $847,722 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $855,912 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $858,912 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,355 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $885 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,260 | CashBOYAmt |
| Cash EOY | $20,760 | CashEOYAmt |
| Cash EOYFMV | $20,760 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $590 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,475 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,475 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,243 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,727 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,938 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $18,093 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,962 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,173 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,000 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $3,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $15,093 | RetainedEarningBOYAmt |
| Retained Earning EOY | $35,962 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,093 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,962 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,093 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,962 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,093 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,355 | ExcessRevenueOverExpensesAmt |
| Other Increases | $47,224 | OtherIncreasesAmt |
| Subtotal | $35,962 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,962 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $751,026 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $103,283 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 7.271535 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 7.271535 | TotalDistributionRt |
| Average Distribution | 3.635768 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $47,250 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $171,790 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $171,799 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $858,912 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $9 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $9 | 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 | JERI MORTON | IndividualWithBooksNm |
| Phone | 4154530883 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 MILLER AVENUE SUITE C-1 | AddressLine1Txt |
| City | MILL VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94941 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| RONALD W MILLER | ||||||||
| 311 miller avenue suite c-1 | mill valley | CA | 94941 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JENNIFER GOFF | ||||||||
| 311 miller avenue suite c-1 | mill valley | CA | 94941 | TREASURER & SECRATARY | 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 | $28,024 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,946 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,970 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,970 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $720 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,250 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,363 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,363 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9 | TotalTaxAmt |
| Distributable Before Adj | $2,354 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,354 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,354 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $858,912 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $858,912 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $858,903 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,354 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $858,912 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $828,672 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,354 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,886 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $856,558 | 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 | $828,672 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,886 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $27,886 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD W MILLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Aspen Valley Hospital | ||||||
| 0401 Castle Creek Rd | Aspen | CO | 81611 | PC | Public Health | $2,503 |
| California Dance Institute | ||||||
| 3131 Olympic Blvd | Santa Monica | CA | 90404 | PC | Arts/Humanities | $10,000 |
| Clinic Ole | ||||||
| 1100 Trancas St | Napa | CA | 94558 | PC | Public Health Services | $10,202 |
| CO State University | ||||||
| 601 S Howes | Fortt Collins | CO | 80523 | PC | Plant Research | $80,244 |
| Corporation of the Fine Arts | ||||||
| 50 Hagiwara Dr | San Francisco | CA | 94118 | PC | Arts/Humanities | $5,538 |
| Doctors wo Borders | ||||||
| 333 7th Ave | New York | NY | 10001 | PC | World Health | $5,038 |
| Friends of Lincoln Theater | ||||||
| 100 California Drive | Yountville | CA | 94599 | PC | Arts/Humanities | $10,075 |
| Hanna Boys Center | ||||||
| 17000 Arnold Dr | Sonoma | CA | 95476 | PC | At-Risk Youth | $5,038 |
| LA Philharmonic | ||||||
| 151 South Grand Ave | Los Angeles | CA | 90012 | PC | Arts/Humanities | $49,752 |
| Music in the Vineyards | ||||||
| PO Box 6297 | Napa | CA | 94581 | PC | Arts/Humanities | $20,151 |
| Napa CASA | ||||||
| 1804 Soscol Ave | Napa | CA | 94559 | PC | Community Support | $500 |
| Napa Valley Hospice | ||||||
| 414 S Jefferson St | Napa | CA | 94559 | PC | Public Health Services | $5,038 |
| Oakland Museum of CA | ||||||
| 1000 Oak St | Oakland | CA | 94607 | PC | Arts/Humanities | $3,035 |
| Phoenix House | ||||||
| 11600 Eldridge | Lake View Terrace | CA | 91342 | PC | Substance Abuse | $10,075 |
| Red Cross | ||||||
| 1790 Third St | Napa | CA | 94559 | PC | Community Support | $500 |
| Ryman Carroll Arts | ||||||
| 1933 S Broadway | Los Angeles | CA | 90007 | PC | Arts/Humanities | $5,038 |
| Salvation Army | ||||||
| 832 Folsom St | San Francisco | CA | 94107 | PC | Community Support | $5,038 |
| SF Symphony | ||||||
| Davies Symphony Hall | San Francisco | CA | 94102 | PC | Arts/Humanities | $74,223 |
| St Helena Hospital | ||||||
| 10 Woodland Rd | St Helena | CA | 94574 | PC | Public Health | $10,075 |
| Steadman Phillippon | ||||||
| 181 W Meadow Dr | Vail | CO | 81657 | PC | Orthopaedic Research | $5,038 |
| The Halo Trust | ||||||
| 1730 Rhode Island Ave | Washington | DC | 20036 | PC | World Health | $5,038 |
| The V Foundation | ||||||
| 106 Towerview | Cary | NC | 27513 | PC | Cancer Research | $10,075 |
| UCSF Benioff Children's Hospitals | ||||||
| 2201 Broadway | Oakland | CA | 94612 | PC | Children's Health | $15,113 |
| United States Holocaust | ||||||
| 100 Raoul Wallenberg Pl SW | Washington DC | DC | 20024 | PC | Holocaust Education | $1,000 |
| University of Denver | ||||||
| 2190 E Ashbury Ave | Denver | CO | 80208 | PC | Endowment Fund | $12,078 |
| USC | ||||||
| University of Southern CA | Los Angeles | CA | 90089 | PC | Football Scholarship | $248,358 |
| Walt Disney Family Museum | ||||||
| 104 Montgomery Street | San Francisco | CA | 94129 | PC | Arts/Education | $101,929 |
| Young Audiences of No CA | ||||||
| 125 Stillman A | San Francisco | CA | 94107 | PC | Arts/Humanities | $2,500 |
| Pathway Home | ||||||
| PO Box 3930 | Yountville | CA | 94599 | pc | Public Health Services | $99,350 |
| SF Ballet | ||||||
| 455 Franklin St | San Francisco | CA | 94102 | pc | Arts/Humanities | $15,113 |
| Music Associates of Aspen | ||||||
| 225 Music School Rd | Aspen | CO | 81611 | pc | Arts/Humanities | $10,075 |
| KDFC (USC) | ||||||
| 201 Third St | San Francisco | CA | 94103 | PC | Arts/Humanities | $2,501 |
| National MS Society | ||||||
| 1700 Owens St 190 | San Francisco | CA | 94158 | PC | Public Health | $2,491 |
| Glide Foundation | ||||||
| 330 Ellis St | San Francisco | CA | 94102 | PC | Public Health Services | $500 |
| USO | ||||||
| PO Box 96860 | Washington | DC | 20077 | PC | Public Health Services | $1,000 |
| Vine Village | ||||||
| 4059 Old Sonoma Rd | NAPA | CA | 94559 | PC | Public Health | $1,000 |
| Norman Rockwell Museum | ||||||
| PO Box 308 | Stockbridge | MA | 01262 | PC | Arts/Humanities | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $847,722 | 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 | $885 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $885 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $885 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Ronald W Miller | |||||||
| 1 | 311 MILLER AVENUE SUITE C-1 | MILL VALLEY | CA | 94941 | $25,000 | Yes (X) | |
| Ronald W Miller | |||||||
| 2 | 311 MILLER AVENUE SUITE C-1 | MILL VALLEY | CA | 94941 | $47,195 | Yes (X) | |
| Ronald W Miller | |||||||
| 3 | 311 MILLER AVENUE SUITE C-1 | MILL VALLEY | CA | 94941 | $705,430 | Yes (X) | |
| Ronald W Miller | |||||||
| 4 | 311 MILLER AVENUE SUITE C-1 | MILL VALLEY | CA | 94941 | $51,047 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 510 SHARES OF WALT DISNEY | $47,195 | 2016-01-20 |
| 3 | 13,120 SHARES OF CHENIERE ENERGY AND 8,800 SHARES OF MACY'S | $705,430 | 2016-05-11 |
| 4 | 515 SHARES OF WALT DISNEY | $51,047 | 2016-11-17 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION | CategoryTxt |
| Amt | $8,098 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,105 | 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 (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 86 SHARES OF CHENIERE ENERGY INC STOCKS | $0 | $0 |
| 53 SHARES OF DISNEY WALT COMPANY STOCKS | $187 | $5,524 |
| 598 SHARES OF MACY'S INC STOCKS | $13,540 | $21,414 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain on investments | Desc |
| Amt | $47,224 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| excise tax | $7 | $0 | $0 |
| state filing fees | $85 | $0 | $85 |
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