William and Joanne Miller Charitable Tru
William and Joanne Miller Charitable Tru is a private foundation focused on Arts, Culture & Humanities, based in Simi Valley, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $65.2M in total assets. In 2024, it awarded 1 grant totaling $3.4M. Net investment income was $3.2M.
Key facts about William and Joanne Miller Charitable Tru
- EIN
- 84-4049040
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $3,357,000
- Grants made (2024)
- 1
- Average grant
- $3,357,000
- Median grant
- $3,357,000
- Total assets
- $65,172,034
- Primary geography
- California (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated April 2026.
How William and Joanne Miller Charitable Tru gives
- Giving grew 298% from 2021 to 2024. Method
- In 2024 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with William and Joanne Miller Charitable Tru
- How to evaluate William and Joanne Miller Charitable Tru as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$65.2M
+0.2% YoY
Annual Giving
$3.4M
-2.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$3.4M
-2.5% YoY
Under IRS private-foundation payout rules, William and Joanne Miller Charitable Tru reported a distributable amount of $3.6M for 2024 — the minimum it must pay out in qualifying distributions.
About William and Joanne Miller Charitable Tru
Based on IRS filings
William and Joanne Miller Charitable Tru is a private foundation focused on Arts, Culture & Humanities, based in Simi Valley, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $65.2M in total assets. In 2024, it awarded 1 grant totaling $3.4M. Net investment income was $3.2M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $65,172,034 | $65,037,573 | $66,940,523 |
| Revenue | $3,553,860 | $2,165,419 | $1,697,836 |
| Expenses | $4,038,345 | $4,080,793 | $4,247,874 |
| Qualifying Distributions | $3,357,000 | $3,442,577 | $3,609,540 |
| Net Investment Income | $3,180,834 | $1,813,987 | $1,321,287 |
| Distributable Amount | $3,625,415 | $3,338,606 | $3,437,029 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Ventura County Community Foundation ($3,357,000).
| Recipient | Purpose | Amount |
|---|---|---|
| VENTURA COUNTY COMMUNITY FOUNDATION Camarillo, CA | TO SUPPORT OTHER PUBLIC CHARITIES IN THE COMMUNITY THAT SUPPORT A VARIETY OF DIFFERENT PROGRAMS | $3,357,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Louis Buldain | Trustee | 16 | $95,000 |
| Mark Gilliam | Trustee | 10 | $75,000 |
| John Crawford | Trustee | 16 | $75,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is William and Joanne Miller Charitable Tru?
William and Joanne Miller Charitable Tru is a private foundation focused on Arts, Culture & Humanities, based in Simi Valley, CA. It holds $65.2M in total assets as of 2024.
How large is William and Joanne Miller Charitable Tru?
As of 2024, William and Joanne Miller Charitable Tru holds $65.2M in total assets with $3.6M in annual revenue. It awarded 1 grant totaling $3.4M in 2024.
Where does William and Joanne Miller Charitable Tru operate?
William and Joanne Miller Charitable Tru has awarded grants in California.
What size grants does William and Joanne Miller Charitable Tru award?
In 2024, William and Joanne Miller Charitable Tru awarded 1 grant totaling $3.4M — an average of about $3.4M per grant, based on its IRS Form 990 filings.
How much is William and Joanne Miller Charitable Tru required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, William and Joanne Miller Charitable Tru reported a distributable amount of $3.6M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is William and Joanne Miller Charitable Tru's EIN?
William and Joanne Miller Charitable Tru's EIN (Employer Identification Number) is 84-4049040. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.