2025-10-27T14:26:01-05:00 2024-12-31 920691097 ASCEND TAX AND BUSINESS ADVISORS LLP 27001 AGOURA ROAD SUITE 280 CALABASAS CA 91301 990PF 2024-01-01 261593449 MCMILLEN FAMILY FOUNDATION MCMI 8184392852 31637 PIO PICO ROAD TEMECULA CA 92592 DAN FIORITO CFO 8184392852 2025-10-27 1 1 PHIL D'AMICO CPA P00638991 8189147100 2024 2025-03-06 01:10:19Z X 19497868 X 700000 140999 140999 120014 120014 138854 138854 80733 609300 10482197 609300 92686 1709167 1009167 92686 320000 88000 232000 190000 0 190000 6637 3708 2929 21640 0 21640 12512 0 12512 49021 5592 35113 48571 48571 42352 0 42352 5616 0 5616 160219 113894 46595 856568 259765 588757 3785742 3785742 4642310 259765 4374499 -2933143 749402 92686 1241955 1927094 1927094 16226747 12776666 15957761 1828398 215385 1661583 1613013 1613013 26546 26546 19130285 16316773 19497868 27102 497 340 497 27442 X 0 0 0 0 19129788 16289331 19129788 16289331 19130285 16316773 19129788 -2933143 92686 16289331 0 16289331 WELLS FARGO #1671 LTCG - DETAIL AVAILABLE UPON REQUEST 2023-12-31 2024-08-27 50000 50000 0 0 WELLS FARGO #3900 CAPITAL GAIN DISTRIBUTION 2023-12-31 2024-12-31 292 292 292 WELLS FARGO #3900 CAPITAL GAIN DIVIDENDS 2023-12-31 2024-12-31 173616 173616 173616 WELLS FARGO #3900 STCG - DETAIL AVAILABLE UPON REQUEST 2024-01-01 2024-12-31 2932667 2913357 19310 19310 WELLS FARGO #3900 LTCG - DETAIL AVAILABLE UPON REQUEST 2023-12-31 2024-12-31 7325622 6909540 416082 416082 609300 10417 0 10417 0 10417 3978 0 0 0 3978 X 358 6797 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 1 0 0 1 N/A ASCEND TAX AND BUSINESS ADVISORS LL 8189147100 27001 AGOURA RD SUITE 280 CALABASAS CA 91301 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 DANIEL FIORITO 77025 DESI DRIVE INDIAN WELLS CA 92210 DIRECTOR/CFO 20.00 80000 0 0 KARL MCMILLEN JR 31221 RESERVE DRIVE WINCHESTER CA 92596 DIRECTOR 0.00 0 0 0 CAROL MCMILLEN 31221 RESERVE DRIVE WINCHESTER CA 92596 DIRECTOR/SECRETARY 0.00 0 0 0 CHUCK CAMPBELL 31637 PIO PICO ROAD TEMECULA CA 92592 DIRECTOR/CEO 80.00 240000 0 0 MOE GELBART 3333 SKYPARK DRIVE TORRANCE CA 90505 DIRECTOR 0.00 0 0 0 LANI MCMILLEN 414 2ND STREET HERMOSA BEACH CA 90254 DIRECTOR 0.00 0 0 0 JOHN BISHOP 5267 WARNER AVE 184 HUNTINGTON BEACH CA 92649 DIRECTOR 0.00 0 0 0 MERLE COUNTRYMAN 601 PASEO DE LA PLAZA REDONDO BEACH CA 90277 DIRECTOR 0.00 0 0 0 DAN PATRICK 631 W LAS PALMAS DRIVE FULLERTON CA 92835 DIRECTOR 0.00 0 0 0 HERB KAIGHAN 6633 OCEAN CREST DRIVE RANCHO PALOS VERDES CA 90275 DIRECTOR 0.00 0 0 0 GARY MICHEL 9401 WILSHIRE BLVD 900 BEVERLY HILLS CA 90212 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 16881121 1584525 1576479 20042125 0 0 20042125 300632 19741493 987075 987075 10417 10417 976658 92686 1069344 0 1069344 4374499 0 4374499 1069344 0 0 2987406 2978180 1713391 2975901 4895172 15550050 4374499 0 0 0 1069344 3305155 0 0 18855205 0 0 0 0 0 0 2987406 15867799 2978180 1713391 2975901 4895172 3305155 KARL MCMILLEN JR CHRIS ROBBINS 31637 PIO PICO ROAD TEMECULA CA 92592 3106833704 A LETTER OF INTRODUCTION THAT INCLUDES A BRIEF DESCRIPTION OF YOUR PROGRAM AND THE GRANT AMOUNT REQUESTED. INCLUDE A COPY OF YOUR NONPROFIT STATUS - 501 (C)(3). INCLUDE A COPY OF YOUR MOST RECENT ANNUAL REPORT. NOT AVAILABLE MCMILLEN FAMILY FOUNDATION WILL CONSIDER GRANTS TO ASSIST ORGANIZATIONS SERVING THOSE INDIVIDUALS IN RECOVERY FROM DRUGS AND ALCOHOL. THE FOUNDATION WILL ALSO CONSIDER ORGANIZATIONS WHICH PROVIDE THE OPPORTUNITY TO RECEIVE THE EDUCATION NEEDED BY THOSE AFFECTED BY ALCOHOL, DRUGS, AND OTHER UNFORTUNATE CIRCUMSTANCES TO BUILD SOUND FINANCIAL, SPIRITUAL, AND PHYSICALLY HEALTHY LIVES FOR THEMSELVES AND THEIR FAMILIES. ORGANIZATION MUST BE CERTIFIED UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND IS NOT A PRIVATE FOUNDATION, AS DEFINED IN SECTION 509 (A) OF THAT CODE. 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