Nonprofit · EIN 84-4049040
WILLIAM AND JOANNE MILLER CHARITABLE TRUST
Tax-exempt · SIMI VALLEY, CA 93065
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,553,860 | $4,038,345 | -$484,485 | $65,172,034 | $22,119 | $65,149,915 |
| December 31, 2023 | 990-PF | $2,165,419 | $4,080,793 | -$1,915,374 | $65,037,573 | $21,058 | $65,016,515 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $1,970,625
- Net gain from sales of assets
- $1,583,235
Expenses
- Grants and similar amounts paid
- $3,357,000
- Compensation of officers, directors and key employees
- $245,000
- Disbursements for charitable purposes
- $3,357,000
- Excise tax on investment income
- $44,214
Balance sheet and other
- Total assets, start of year
- $65,037,573
- Total assets, end of year
- $65,172,034
- Total liabilities, end of year
- $22,119
- Net assets, end of year
- $65,149,915
- Fair market value of assets
- $75,338,440
- Qualifying distributions
- $3,357,000
- Net investment income
- $3,553,860
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOUIS BULDAIN 610 D KINGSWOOD LANE, SIMI VALLEY, CA 93065 | TRUSTEE | 16 | $95,000 |
| MARK GILLIAM 473 VIA DE LA LUZ, THOUSAND OAKS, CA 91320 | TRUSTEE | 10 | $75,000 |
| JOHN CRAWFORD 13257 TURNSTONE CIRCLE, MOORPARK, CA 93021 | TRUSTEE | 16 | $75,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOUIS BULDAIN 610 D KINGSWOOD LANE, SIMI VALLEY, CA 93065 | TRUSTEE | 16 | $89,000 |
| MARK GILLIAM 473 VIA DE LA LUZ, THOUSAND OAKS, CA 91320 | TRUSTEE | 10 | $75,000 |
| JOHN CRAWFORD 13257 TURNSTONE CIRCLE, MOORPARK, CA 93021 | TRUSTEE | 16 | $75,000 |
Address and contacts
- Address (IRS master file)
- 610 KINGSWOOD LN UNIT D, SIMI VALLEY, CA 93065-7682
- Signed the 990-PF
- LOUIS BULDAIN, TRUSTEE
- Phone
- (805) 304-3139
- Return prepared by
- MELONI HRIBAL TRATNER LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 84-4049040 or by the name WILLIAM AND JOANNE MILLER CHARITABLE TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 84-4049040
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Arts, culture and humanities (A12)
- Assets (IRS master file)
- $65,172,034
- Income (IRS master file)
- $15,402,946
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,553,860 | $4,038,345 | $65,172,034 | XML |
| 990-PF | December 2023 | $2,165,419 | $4,080,793 | $65,037,573 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 84-4049040).
Questions about WILLIAM AND JOANNE MILLER CHARITABLE TRUST
- What is the EIN of WILLIAM AND JOANNE MILLER CHARITABLE TRUST?
- The employer identification number (EIN) of WILLIAM AND JOANNE MILLER CHARITABLE TRUST is 84-4049040.
- Is WILLIAM AND JOANNE MILLER CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to WILLIAM AND JOANNE MILLER CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM AND JOANNE MILLER CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM AND JOANNE MILLER CHARITABLE TRUST 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 WILLIAM AND JOANNE MILLER CHARITABLE TRUST 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 WILLIAM AND JOANNE MILLER CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $95,000 (LOUIS BULDAIN, TRUSTEE).
- How much revenue does WILLIAM AND JOANNE MILLER CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,553,860, expenses of $4,038,345 and total assets of $65,172,034 at year end.
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All nonprofits in SIMI VALLEY · California · Arts, culture and humanities