William And Joanne Miller Charitable Trust
- Assets
- $66.9m
- Revenue
- $1.7m
- Investments
- $65.2m
- Employees
- 0
- Location
- Simi Valley, CA
- Founding
- Data as of
- 12/2022
- EIN
- 84-4049040
Organization Overview
William And Joanne Miller Charitable Trust is located in Simi Valley, CA. According to its NTEE Classification (A12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Arts, Culture & Humanities and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. William And Joanne Miller Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, William And Joanne Miller Charitable Trust generated $1.7m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 3 years, the organization has seen revenues fall by an average of (71.0%) each year. All expenses for the organization totaled $4.2m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Louis Buldain Trustee | 16 | $80,000 | |
Mark Gilliam Trustee | 10 | $75,000 | |
John Crawford Trustee | 16 | $75,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $20,000 |
| Interest on Savings | $609 |
| Dividends & Interest | $1,563,691 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $113,536 |
| Capital Gain Net Income | $113,536 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,697,836 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $230,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $66,972 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $638,334 |
| Contributions, gifts, grants paid | $3,609,540 |
| Total expenses and disbursements | $4,247,874 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $254,957 |
| Savings and temporary cash investments | $1,466,738 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $21,702 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $22,540 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $5,010,709 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $66,940,523 |
| Accounts payable and accrued expenses | $17,408 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $17,408 |
Grants Awarded
Over the last fiscal year, William And Joanne Miller Charitable Trust has awarded $3,609,540 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
VENTURA COUNTY COMMUNITY FOUNDATION PURPOSE: TO SUPPORT OTHER PUBLIC CHARITIES IN THE COMMUNITY THAT SUPPORT A VARIETY OF DIFFERENT PROGRAMS | $3,609,040 |
CANCER SUPPORT COMMUNITY PURPOSE: TO SUPPORT CANCER RESEARCH, EDUCTATION AND SOCIAL ACTIVITIES | $500 |