2026-07-07T11:45:26-07:00 2026-05-31 942532280 MARTIN D DERMER 5448 THORNWOOD DRIVE SUITE 200 SAN JOSE CA 95123 990PF 2025-06-01 956057786 AVY L & ROBERTA L MILLER FOUNDATION CO STEPHANIE KORAN AVYL 6503216804 710 ALVARADO ROW STANFORD CA 94305 STEPHANIE MILLER KORAN President 6503216804 2026-06-26 true JOSEPH DERMER P01223899 4083955111 2025 2025-03-06 01:10:19Z X 997886 X X 19 19 19 17171 17171 17171 41559 138259 41559 41559 13 13 58762 58762 58749 6998 7667 14665 0 0 43050 43050 57715 0 43050 1047 58762 58749 10090 13243 13243 668054 655778 984643 678144 669021 997886 0 X 684624 655778 -6480 13243 678144 669021 678144 669021 678144 1047 679191 10170 669021 UBS #0195 P 16231 15397 834 834 UBS #0195 P 122028 81303 40725 40725 41559 41559 817 817 817 X 41 858 0 false false false false false false false false true true false false false false true N/A STEPHANIE MILLER KORAN 6503216804 710 ALVARADO ROW STANFORD CA 94305 false false false false false false false false false false false false false false false false false false false false false false STEPHANIE MILLER KORAN 710 ALVARADO ROW STANFORD CA 94305 President 1.00 0 ANDREA MILLER KELLER 710 ALVARADO ROW STANFORD CA 94305 Vice President 1.00 0 LINDSEY MILLER LERMAN 710 ALVARADO ROW STANFORD CA 94305 Treasurer 1.00 0 NONE NONE 0 0 0 0 0 0 0 0 0 817 817 817 817 0 43050 43050 0 41821 43050 41821 0 1229 1229 0 1229 1229 X AMERICAN FILM INSTITUTE HALYNA HUTCHINS 2021 NORTH WESTERN AVE LOS ANGELES CA 90027 NONE PC GENERAL SUPPORT 300 AMERICAN FRIENDS OF SHALVA 441 LEXINGTON AVE 602 NEW YORK NY 10017 NONE PC GENERAL SUPPORT 500 AMERICAN FRIENDS OF SOROKA MEDICAL CTR P O BOX 184-H SCARSCALE NY 10583 NONE PC GENERAL SUPPORT 500 AMERICAN JEWISH COMMITTEE 121 STEUART ST SAN FRANCISCO CA 94105 NONE PC GENERAL SUPPORT 500 AMERICAN JEWISH JOINT DISTRIBUTION P O BOX 4124 NEW YORK NY 10163 NONE PC GENERAL SUPPORT 500 AMERICAN UNITED FOR SEP OF CHURCHSTATE 1310 L STREET NW 200 WASHINGTON DC 20005 NONE PC GENERAL SUPPORT 400 ASHOKA 1700 NORTH MOORE ST 320 ARLINGTON VA 22209 NONE PC GENERAL SUPPORT 500 BNAI TIKVOH SHALOM 180 STILL ROAD BLOOMFIELD CT 06002 NONE PC GENERAL SUPPORT 500 CENTER FOR ARMS CONTROL & NON PROLIFER 820 FIRST ST NE SUITE LL-180 WASHINGTON DC 20002 NONE PC GENERAL SUPPORT 400 CENTRAL FUND OF ISREAL 980 AVE OF THE AMERICAS 300 NEW YORK NY 10018 NONE PC FOR SHURAT HADIN 1250 CHILD SAVINGS INSTITUTE 115 S 46TH ST OMAHA NE 68132 NONE PC GENERAL SUPPORT 1000 COLUMBIA LAW SCHOOL 435 WEST 116TH ST NEW YORK NY 10027 NONE PC AVY L & ROBERTA L MILLER MEMORIAL SCHOLARSHIP 2500 COMMITTEE FOR ACCURACY IN MIDDLE EAST P O BOX 35940 BOSTON MA 01235 NONE PC GENERAL SUPPORT 500 CONNECTICUT BRAIN TUMOR ALLIANCE P O BOX 370514 WEST HARTFORD CT 06137 NONE PC GENERAL SUPPORT 1000 CONNECTICUT CANCER FOUNDATION 15 NORTH MAIN STREET OLD SAYBROOK CT 06475 NONE PC GENERAL SUPPORT 500 CONNECTICUT PUBLIC MEDIA 1049 ASYLUM AVE HARTFORD CT 06105 NONE PC GENERAL SUPPORT 1250 DEFENDERS OF WILDLIFE 1130 17TH STREET NW WASHINGTON DC 20036 NONE PC GENERAL SUPPORT 300 FACTS AND LOGIC ABOUT THE MIDDLE EAST P O BOX 590359 SAN FRANCISCO CA 94159 NONE PC GENERAL SUPPORT 400 FINCA 1201 15TH ST NW 8TH FLOOR WASHINGTON DC 20005 NONE PC GENERAL SUPPORT 500 FOOD BANK FOR THE HEARTLAND 10525 J ST OMAHA NE 68127 NONE PC GENERAL SUPPORT 1500 GROW FOOD NORTHAMPTON 245 MAIN STREET 207 NORTHAMPTON MA 01060 NONE PC GENERAL SUPPORT 800 HARTFORD JEWISH FEDERATION 333 BLOOMFIELD AVE STE C W HARTFORD CT 06117 NONE PC GENERAL SUPPORT 500 HEIFER INTERNATIONAL 1 WORLD AVENUE LITTLE ROCK AR 72202 NONE PC GENERAL SUPPORT 400 HILLEL AT STANFORD STANFORD UNIVERSITY STANFORD CA 94303 NONE PC GENERAL SUPPORT 500 ISRAEL 21C 44 MONTGOMERY ST 41ST FLOOR SAN FRANCISCO CA 94104 NONE PC GENERAL SUPPORT 500 JEWISH COMMUNITY FEDERATION 121 STEUART ST 101 SAN FRANCISCO CA 94105 NONE PC GENERAL SUPPORT 500 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 NONE PC GENERAL SUPPORT 400 JOSLYN ART MUSEUM 2200 DODGE STREET OMAHA NE 68102 NONE PC GENERAL SUPPORT 250 LANDER GRINSPOON ACADEMY 257 PROSPECT ST NORTHHAMPTON MA 01060 NONE PC GENERAL SUPPORT 500 LEGAL MOMENTUM WOMEN IN THE COURTS 5 HONOVER SQUARE NEW YORK NY 10004 NONE PC GENERAL SUPPORT 1000 LOAVES AND FISHES MINISTRIES INC 646 PROSPECT AVE HARTFORD CT 06015 NONE PC GENERAL SUPPORT 1500 MACCABI USA 1511 WALNUT ST STE 401 PHILADELPHIA PA 19102 NONE PC GENERAL SUPPORT 100 NEBRASKA PUBLIC MEDIA 1800 N 33RD ST LINCOLN NE 68503 NONE PC GENERAL SUPPORT 1500 NEW ENGLIND PUBLIC MEDIA 44 HAMPDEN ST SPRINGFIELD MA 01103 NONE PC GENERAL SUPPORT 1250 NEW ISRAEL FUND P O BOX 96712 WASHINGTON DC 20090 NONE PC GENERAL SUPPORT 500 NORTHHAMPTON SURVIVAL CENTER 265 PROSPECT ST NORTHHAMPTON MA 01060 NONE PC GENERAL SUPPORT 500 OFFICE FOR THE ARTS AT HARVARD 74 MT AUBURN ST CAMBRIDGE MA 02138 NONE PC GENERAL SUPPORT 500 OMAHA PUBLIC SCHOOLS 3215 CUMING STREET OMAHA NE 68131 NONE GOV GENERAL SUPPORT 1500 PEOPLE FOR THE AMERICAN WAY 1101 15TH SREET 600 WASHINGTON DC 20005 NONE PC GENERAL SUPPORT 400 PLOUGHSHARES FUND 1808 WEDEMEYER ST 200 SAN FRANCISCO CA 94129 NONE PC GENERAL SUPPORT 500 RADCLIFFE INSTITUTE FOR ADV STUDY 10 GARDEN ST CAMBRIDGE MA 02138 NONE PC GENERAL SUPPORT 1000 RAINFOREST ACTION NET 425 BUSH ST STE 300 SAN FRANCISCO CA 94108 NONE PC GENERAL SUPPORT 400 REPRODUCTIVE FREEDOM FOR ALL 1725 EYE STREET NW 900 WASHINGTON DC 20006 NONE PC GENERAL SUPPORT 300 SIENAFRANCIS HOUSE HOMELESS SHELTER 1702 NICHOLAS ST OMAHA NE 68102 NONE PC GENERAL SUPPORT 200 SIMON WIESENTHAL CENTER 1399 ROXBURY DR LOS ANGELES CA 90035 NONE PC GENERAL SUPPORT 100 STAND WITH US P O BOX 341069 LOS ANGELES CA 90034 NONE PC GENERAL SUPPORT 500 THE ARTIST COLLECTIVE 1200 ALBANY AVENUE HARTFORD CT 06112 NONE PC GENERAL SUPPORT 1000 THE ISLAND SCHOOL P O BOX EL 26029 ROCK SOUND ELEUTHERA BF 26029 NONE PC GENERAL SUPPORT 250 THE TREVOR PROJECT 2261 MARKET STREET 5164 SAN FRANCISCO CA 94114 NONE PC GENERAL SUPPORT 1000 THE WESTSIDE FOUNDATION KRENZER FUND 1101 S 90TH ST OMAHA NE 68124 NONE PC GENERAL SUPPORT 1000 TRANSGENDER LAW CENTER P O BOX 70976 OAKLAND CA 94612 NONE PC GENERAL SUPPORT 1000 UN WATCH CASE POSTALE 191 GENEVA SZ 1211 GENEVA 20 NONE PC GENERAL SUPPORT 500 US HOLOCAUST MEMORIAL MUSEUM 100 15TH ST SW WASHINGTON DC 20024 NONE PC GENERAL SUPPORT 300 WELLESLEY COLLEGE 106 CENTRAL STREET WELLESLEY MA 02481 NONE PC LINDSEY MILLER LERMAN BOOK FUND 2500 WILLA CATHER FOUNDATION 413 NORTH WEBSTER REDCLOUD NE 68970 NONE PC GENERAL SUPPORT 100 SMITH OFFICE OF THE ARTS 10 ELM STREET NORTHAMPTON MA 01063 NONE PC GENERAL SUPPORT 1000 BIRTHRIGHT ISRAEL FOUNDATION 711 3RD AVE 10TH FLOOR NEW YORK NY 10017 NONE PC GENERAL SUPPORT 300 AMCHA INITIATIVE P O BOX 4441 FOSTER CITY CA 94404 NONE PC GENERAL SUPPORT 500 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH STREET NEW YORK NY 10087 NONE PC GENERAL SUPPORT 500 HONEST REPORTING P O BOX 23858 NEW YORK NY 10087 NONE PC GENERAL SUPPORT 300 FRIENDS OF UNITED HATZALAH 244 MADISON AVE NEW YORK NY 10016 NONE PC GENERAL SUPPORT 500 PROJECT ON GOVERNMENT OVERSIGHT P O BOX 34758 WASHINGTON DC 20043 NONE PC GENERAL SUPPORT 500 SECOND HARVEST FOOD BANK 750 CURTNER AVE SAN JOSE CA 95125 NONE PC GENERAL SUPPORT 400 JEWISH FEDERATION MILLER FILM FUND 121 STEUART ST SAN FRANCISCO CA 94105 NONE PC MILLER FILM FUND 500 43050 19 17171 41559 JAMES RIV HLDG GROU[ 13 17190 41572 58762 false false false false false false false false false false TAX PREPARATION 6998 0 0 0 PUBLICLY TRADED SECURITIES AT COST 655778 984643 BOOK TO TAX ADJUSTMENT 10170 JAMES RIV HLDG GROU[ 13 UBS INVESTMENT MGMT FEE 7667 0 0 0