2024-01-26T14:24:50-06:00 2023-05-31 810742089 RGP LLP 3478 BUSKIRK AVE STE 308 PLEASANT HILL CA 94523 990PF 2022-06-01 956057786 AVY L & ROBERTA L MILLER FOUNDATION AVYL 9259540100 3478 BUSKIRK AVE 308 PLEASANT HILL CA 94523 STEPHANIE MILLER KORAN PRESIDENT 9259540100 2024-01-17 1 STEPHANIE MILLER KORAN 999009999 0 WARD S PYNN P00184378 9259540100 2024-01-17 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 701397 X X 8440 8440 -44444 394739 0 -36004 8440 0 0 0 6903 1381 5522 6623 6623 0 13526 8004 5522 39850 39850 53376 8004 45372 -89380 436 11107 8383 8383 779670 693014 693014 790777 701397 701397 0 0 X 684624 684624 0 0 106153 16773 790777 701397 790777 701397 790777 -89380 0 701397 0 701397 SALE OF SECURITIES - SHORT P 2022-11-08 2023-05-31 129407 132629 -3222 -3222 SALE OF SECURITIES - LONG P 2021-07-14 2023-05-31 265332 306554 -41222 -41222 -44444 6 0 6 0 6 0 0 0 0 0 0 6 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A RGP LLP 9259540100 3478 BUSKIRK AVE SUITE 308 PLEASANT HILL CA 94523 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHANIE MILLER KORAN 3478 BUSKIRK AVE SUITE 308 PLEASANT HILL CA 94523 PRESIDENT 1.00 0 0 0 ANDREA MILLER KELLER 3478 BUSKIRK AVE SUITE 308 PLEASANT HILL CA 94523 VICE PRESIDENT 1.00 0 0 0 LINDSEY MILLER LERMAN 3478 BUSKIRK AVE SUITE 308 PLEASANT HILL CA 94523 SECRETARY/TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 710598 562 0 711160 0 0 711160 10667 700493 35025 35025 6 6 35019 0 35019 0 35019 45372 0 45372 35019 39501 0 0 45372 39501 0 0 5871 0 0 0 0 0 0 0 0 29148 0 0 0 X ADOLESCENT COUNSELING SERVICES 4000 MIDDLEFIELD RD FH PALO ALTO CA 94303 PC GENERAL SUPPORT 200 AMCHA INSTITUE PO BOX 408 SANTA CRUZ CA 95601 PC GENERAL SUPPORT 300 AMERICAN FILM INSTITUTE 2021 N WESTERN AVE LOS ANGELES CA 90027 PC GENERAL SUPPORT 200 AMERICAN JEWISH COMMITTEE 121 STEUART ST SAN FRANCISCO CA 94105 PC GENERAL SUPPORT 350 ANIMAL WELFARE INSTITUTE P O BOX 3650 WASHINGTON DC 20027 PC GENERAL SUPPORT 150 ARBOR DAY FOUNDATION 100 ARBOR AVENUE NEBRASKA NE 68410 PC GENERAL SUPPORT 150 B'NAI TIKVOH SHALOM 180 STILL ROAD BLOOMFIED CT 06002 PC GENERAL SUPPORT 750 CENTER FOR ARMS CONTROL & NON-PROLIFERATION 820 FIRST ST NE SUITE LL-180 WASHINGTON DC 20002 PC GENERAL SUPPORT 200 CENTRAL FUND OF ISRAEL 980 AVE OF THE AMERICAS STE 300 NEW YORK NY 10018 PC GENERAL SUPPORT 1000 CHILD SAVINGS INSTITUTE 115 S 46TH STREET OMAHA NE 68132 PC GENERAL SUPPORT 1000 COLUMBIA LAW SCHOOL 435 WEST 116TH STREET NEW YORK NY 10027 PC AVY L & ROBERTA L MILLER MEMORIAL SCHOLARSHIP 5000 COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING IN AMERICA PO BOX 35040 BOSTON MA 02135 PC GENERAL SUPPORT 300 CONNECTICUT BRAIN TUMOR ALLIANCE PO BOX 370514 WEST HARTFORD CT 06137 PC NOWENS - 01/05/24 02:15PM WORKSHEET PRIVATE FOUNDATION 1000 CONNECTICUT CANCER FOUNDATION 15 NORTH MAIN STREET OLD SAYBROOK CT 06475 PC GENERAL SUPPORT 1000 DIRECT RELIEF 6100 WALLACE BECKNELL ROAD SANTA BARBARA CA 93117 PC GENERAL SUPPORT 1000 EARTHJUSTICE 50 CALIFORNIA STREET SUITE 500 SAN FRANCISCO CA 94111 PC GENERAL SUPPORT 250 ECUMENICAL HUNGER PROGRAM 2411 PULGAS AVENUE EAST PALO ALTO CA 94303 PC GENERAL SUPPORT 200 EVERYTOWN PO BOX 3886 NEW YORK NY 10163 PC GENERAL SUPPORT 250 FACTS AND LOGIC ABOUT THE MIDDLE EAST PO BOX 590359 SAN FRANCISCO CA 94159 PC GENERAL SUPPORT 250 FOOD BANK FOR THE HEARTLAND 10525 J ST OMAHA NE 68127 PC GENERAL SUPPORT 1000 GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE 268 BUSH STREET 555 SAN FRANCISCO CA 94104 PC GENERAL SUPPORT 500 GREATER HARTFORD FOOD SHARE 450 WOODLAND AVE BLOOMFIELD CT 06002 PC GENERAL SUPPORT 950 GROW FOOD NORTHAMPTON 245 MAIN ST 207 NORTHHAMPTON MA 01060 PC GENERAL SUPPORT 750 HARTFORD JEWISH FEDERATION 333 BLOOMFIELD AVENUE STE C W HARTFORD CT 06117 PC GENERAL SUPPORT 500 HONEST REPORTING 10024 SKOKIE BOULEVARD SUITE 202 SKOKIE IL 60077 PC GENERAL SUPPORT 350 ISRAEL 21C 44 MONTGOMERY ST 41ST FLOOR SAN FRANCISCO CA 94104 PC GENERAL SUPPORT 200 JEWISH COMMUNITY FEDERATION - MILLER FILM FUND 121 STUART ST 301 SAN FRANCISCO CA 94105 PC MILLER FILM FUND 500 JEWISH COMMUNITY FEDERATION 121 STEUART ST 301 SAN FRANCISCO CA 94105 PC GENERAL SUPPORT 300 JEWISH FAMILY SERVICE OF THE DESERT 490 SOUTH FARRELL DRIVE SUITE C-208 PALM SPRINGS CA 92262 PC GENERAL SUPPORT 250 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 PC GENERAL SUPPORT 250 JOSLYN ART MUSEUM 2200 DODGE STREET OMAHA NE 68102 PC GENERAL SUPPORT 250 LANDER GRINSPOON ACADEMY 257 PROSPECT ST NORTHHAMPTON MA 01060 PC GENERAL SUPPORT 2000 LEGAL MOMENTUM WOMEN IN THE COURTS 5 HANOVER SQUARE NEW YORK NY 10004 PC GENERAL SUPPORT 1000 LOAVES AND FISHES MINISTRIES INC 646 PROSPECT AVE HARTFORD CT 06105 PC GENERAL SUPPORT 1000 MACCABI USA 1511 WALNUT STREET SUITE 401 PHILADELPHIA PA 19102 PC GENERAL SUPPORT 100 NET FOUNDATION FOR TELEVISION 1800 N 33RD ST LINCOLN NE 68503 PC GENERAL SUPPORT 500 NEW ISRAEL FUND P O BOX 96712 WASHINGTON DC 20090 PC GENERAL SUPPORT 500 NORTHHAMPTON SURVIVAL CENTER 265 PROSPECT ST NORTHHAMPTON MA 01060 PC GENERAL SUPPORT 500 OFFICE FOR THE ARTS AT HARVARD 74 MT AUBURN ST CAMBRIDGE MA 02138 PC GENERAL SUPPORT 1000 OMAHA PUBLIC SCHOOLS 3215 CUMING STREET OMAHA NE 68131 GOV GENERAL SUPPORT 500 PACIFIC ART LEAGUE OF PALO ALTO 668 RAMONA STREET PALO ALTO CA 94301 PC GENERAL SUPPORT 200 PLANNED PARENTHOOD FEDERATION 434 WEST 33RD STREET NEW YORK NY 10001 PC GENERAL SUPPORT 1000 PLOUGHSHARES FUND 1808 WEDEMEYER ST SUITE 200 SAN FRANCISCO CA 94129 PC GENERAL SUPPORT 300 PROJECT ON GOVERNMENT OVERSIGHT 110 G STREET NW SUITE 500 WASHINGTON DC 200053806 PC GENERAL SUPPORT 250 RADCLIFFE INSTITUTE FOR ADVANCED STUDY 10 GARDEN STREET CAMBRIDGE MA 02138 PC GENERAL SUPPORT 1000 RAINFOREST ACTION NET 425 BUSH ST STE 300 SAN FRANCISCO CA 94108 PC GENERAL SUPPORT 150 SECOND HARVEST FOOD BANK 750 CURTNER AVENUE SAN JOSE CA 95125 PC GENERAL SUPPORT 650 SIENAFRANCIS HOUSE HOMELESS SHELTER 1702 NICHOLAS ST OMAHA NE 68102 PC GENERAL SUPPORT 200 SIMON WIESENTHAL CENTER 1399 ROXBURY DR LOS ANGELES CA 90035 PC GENERAL SUPPORT 100 STAND WITH US P O BOX 341069 LOS ANGELES CA 90034 PC GENERAL SUPPORT 300 STANFORD UNIVERSITY PO BOX 20466 STANFORD CA 94309 PC GENERAL SUPPORT 4000 THE ARTIST COLLECTIVE 1200 ALBANY AVENUE HARTFORD CT 06112 PC GENERAL SUPPORT 1500 THE ISLAND SCHOOL PO BOX EL-26029 ROCK SOUND ELUETHRA BF PC GENERAL SUPPORT 250 UN WATCH CASA POSTALE 191 GENEVA SZ PC GENERAL SUPPORT 300 US HOLOCAUST MEMORIAL MUSEUM 100 15TH ST SW WASHINGTON DC 20024 PC GENERAL SUPPORT 250 WELLESLEY COLLEGE 106 CENTRAL STREET WELLESLEY MA 02481 PC LINDSEY MILLER LERMAN BOOK FUND 2500 WILLA CATHER FOUNDATION 413 NORTH WEBSTER REDCLOUD NE 68970 PC GENERAL SUPPORT 100 WORLD JEWISH CONGRESS 501 MADISON AVENUE NEW YORK NY 10022 PC GENERAL SUPPORT 350 39850 0 14 8440 18 -44444 0 -36004 0 -36004 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6903 1381 5522 TAX SOFTWARE DOES NOT ALLOW FOR ATTACHMENTS 990-PF, PART II, LINE 10B OUR FOUNDATION HAS AN INVESTMENT ACCOUNT WITH A MAJOR INVESTMENT COMPANY. THE FOUNDATION OWNS 173 PUBLICLY TRADED SECURITIES, WHICH INCLUDES 167 COMMON STOCKS, WITH SHARES RANGING FROM ONE SHARE TO 83 SHARES, TWO STOCK ETFS, AND FOUR BOND ETFS.THE IRS INSTRUCTIONS TO FORM 990-PF AT PAGE 20 STATES THAT A PRIVATE FOUNDATION CAN ATTACH A SCHEDULE TO THE FORM 990-PF LISTING THE SECURITIES. HOWEVER, THE TAX SOFTWARE OUR TAX RETURN PREPARERS USE DOES NOT PROVIDE THE ABILITY OF A PRIVATE FOUNDATION TO ATTACH ANY SCHEDULES. THE TAX SOFTWARE VENDOR IS ON THE LIST OF IRS APPROVED TAX SOFTWARE VENDORS.THE FOUNDATION WILL PROVIDE THE LIST OF THE 173 PUBLICLY TRADED SECURITIES IF REQUIRED TO DO SO. BECAUSE OF THE INCONSISTENCY OF THE IRS INSTRUCTIONS AND THE INABILITY OF THE IRS APPROVED TAX SOFTWARE VENDOR TO ENABLE THE FOUNDATION TO ATTACH A SEPARATE LIST OF THE SECURITIES, THE FOUNDATION BELIEVES THAT IT HAS SUBSTANTIALLY COMPLIED WITH THE FORM 990-PF FILING REQUIREMENT. PUBLICLY TRADED SECURITIES 693014 693014 INVESTMENT MANAGEMENT FEES 6623 6623 0