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Nonprofit · EIN 23-7425637

THE WALT AND LILLY DISNEY FOUNDATION

Tax-exempt · SAN FRANCISCO, CA 94105

Financials

$6.5M$13.7M2023$9.9M$9.9M2024
Revenue Expenses · by fiscal year end
Financials of THE WALT AND LILLY DISNEY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$9,928,908$9,861,621$67,287$154,363,972$1,237,390$153,126,582
December 31, 2023990-PF$6,548,242$13,749,705-$7,201,463$153,244,358$1,441,715$151,802,643
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$4,604,682
Net gain from sales of assets
$5,304,953
Other income
$19,273

Expenses

Grants and similar amounts paid
$8,940,538
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$9,332,128
Excise tax on investment income
$132,398

Balance sheet and other

Total assets, start of year
$153,244,358
Total assets, end of year
$154,363,972
Total liabilities, end of year
$1,237,390
Net assets, end of year
$153,126,582
Fair market value of assets
$154,363,972
Qualifying distributions
$9,332,128
Net investment income
$10,356,106

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
WALTER ED MILLER
C/O BAKER TILLY 50 FREMONT ST FL 40, SAN FRANCISCO, CA 94105
PRESIDENT3$0
CHRISTOPHER D MILLER
C/O BAKER TILLY 50 FREMONT ST FL 40, SAN FRANCISCO, CA 94105
VICE PRESIDENT/TREASURER1$0
TAMARA D MILLER
C/O BAKER TILLY 50 FREMONT ST FL 40, SAN FRANCISCO, CA 94105
SECRETARY1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
WALTER ED MILLER
C/O BAKER TILLY 50 FREMONT ST FL 40, SAN FRANCISCO, CA 94105
PRESIDENT3$0
CHRISTOPHER D MILLER
C/O BAKER TILLY 50 FREMONT ST FL 40, SAN FRANCISCO, CA 94105
VICE PRESIDENT/TREASURER3$0
TAMARA D MILLER
C/O BAKER TILLY 50 FREMONT ST FL 40, SAN FRANCISCO, CA 94105
SECRETARY3$0

Address and contacts

Address (IRS master file)
CO BAKER TILLY 50 FREMONT ST FL 4, SAN FRANCISCO, CA 94105-0000
In care of
% MOTTO KRYLA & FISHER LLP
Signed the 990-PF
WALTER ED MILLER, PRESIDENT
Phone
(415) 453-0883
Return prepared by
HOOD & STRONG LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 23-7425637 or by the name THE WALT AND LILLY DISNEY FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
23-7425637
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1975
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$154,363,972
Income (IRS master file)
$50,330,809

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$9,928,908$9,861,621$154,363,972XML
990-PFDecember 2023$6,548,242$13,749,705$153,244,358XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7425637).

Questions about THE WALT AND LILLY DISNEY FOUNDATION

What is the EIN of THE WALT AND LILLY DISNEY FOUNDATION?
The employer identification number (EIN) of THE WALT AND LILLY DISNEY FOUNDATION is 23-7425637.
Is THE WALT AND LILLY DISNEY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
Are donations to THE WALT AND LILLY DISNEY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE WALT AND LILLY DISNEY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE WALT AND LILLY DISNEY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE WALT AND LILLY DISNEY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of THE WALT AND LILLY DISNEY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does THE WALT AND LILLY DISNEY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $9,928,908, expenses of $9,861,621 and total assets of $154,363,972 at year end.

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