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Nonprofit · EIN 03-0373895

JAMES F AND MARION L MILLER FOUNDATION

Tax-exempt · PORTLAND, OR 97214

Financials

$14.5M$19.3M2023$37.5M$15.8M2024
Revenue Expenses · by fiscal year end
Financials of JAMES F AND MARION L MILLER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$37,478,142$15,789,515$21,688,627$178,512,283$0$178,512,283
December 31, 2023990-PF$14,528,601$19,254,333-$4,725,732$157,676,181$0$157,676,181
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$3,669,758
Interest
$705,734
Net gain from sales of assets
$33,102,650

Expenses

Grants and similar amounts paid
$11,927,552
Compensation of officers, directors and key employees
$515,378
Salaries, compensation and benefits (total)
$584,702
Disbursements for charitable purposes
$13,651,386
Excise tax on investment income
$499,069

Balance sheet and other

Total assets, start of year
$157,676,181
Total assets, end of year
$178,512,283
Total liabilities, end of year
$0
Net assets, end of year
$178,512,283
Fair market value of assets
$225,507,022
Qualifying distributions
$13,651,386
Net investment income
$37,478,142

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 / weekCompensationOther / benefits
CAROLYN HOOPS
1905 SE 10TH AVE, PORTLAND, OR 97214
EXECUTIVE DIRECTOR40$222,574$39,054
PATRICIA M REYNOLDS
1905 SE 10TH AVE, PORTLAND, OR 97214
DIRECTOR OF PROGRAMS
Highest-paid employee
40$141,405$25,854
JENNIFER ALLEN
1905 SE 10TH AVE, PORTLAND, OR 97214
PROGRAM OFFICER
Highest-paid employee
40$138,344$26,248
LACEY MATNEY
1905 SE 10TH AVE, PORTLAND, OR 97214
GRANT MANAGER
Highest-paid employee
40$102,372$9,146
ALMA LLAMAS
1905 SE 10TH AVE, PORTLAND, OR 97214
FINANCE MANAGER
Highest-paid employee
40$91,799$23,968
PETER KOEHLER
1905 SE 10TH AVE, PORTLAND, OR 97214
PRESIDENT5$35,000$0
JOHN TAPOGNA
1905 SE 10TH AVE, PORTLAND, OR 97214
TREASURER5$35,000$0
SUBASHINI GANESAN-FORBES
1905 SE 10TH AVE, PORTLAND, OR 97214
SECRETARY5$35,000$0
KALI LADD THORNE
1905 SE 10TH AVE, PORTLAND, OR 97214
DIRECTOR5$35,000$0
WILLIAM SWINDELLS
1905 SE 10TH AVE, PORTLAND, OR 97214
DIRECTOR5$35,000$0
DONALD L GROTTING
1905 SE 10TH AVE, PORTLAND, OR 97214
DIRECTOR5$35,000$0
GIYEN KIM
1905 SE 10TH AVE, PORTLAND, OR 97214
DIRECTOR5$35,000$0
CHARLES H PUTNEY
1905 SE 10TH AVE, PORTLAND, OR 97214
CHAIRMAN OF THE BOARD5$8,750$0
990-PF for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensationOther / benefits
CAROLYN HOOPS
1905 SE 10TH AVE, PORTLAND, OR 97214
EXECUTIVE DIRECTOR40$226,151$7,212
PATRICIA M REYNOLDS
1905 SE 10TH AVE, PORTLAND, OR 97214
DIRECTOR OF PROGRAMS
Highest-paid employee
40$143,847$22,226
JENNIFER ALLEN
1905 SE 10TH AVE, PORTLAND, OR 97214
PROGRAM OFFICER
Highest-paid employee
40$124,573$24,718
ALMA LLAMAS
1905 SE 10TH AVE, PORTLAND, OR 97214
FINANCE MANAGER
Highest-paid employee
40$94,518$21,861
LACEY MATNEY
1905 SE 10TH AVE, PORTLAND, OR 97214
GRANTS MANAGER
Highest-paid employee
40$92,858$17,246
CHARLES H PUTNEY
1905 SE 10TH AVE, PORTLAND, OR 97214
CHAIRMAN OF THE BOARD5$61,510$0
PETER KOEHLER
1905 SE 10TH AVE, PORTLAND, OR 97214
PRESIDENT5$35,000$0
WILLIAM SWINDELLS
1905 SE 10TH AVE, PORTLAND, OR 97214
TREASURER5$35,000$0
SUBASHINI GANESAN-FORBES
1905 SE 10TH AVE, PORTLAND, OR 97214
SECRTARY5$35,000$0
KALI LADD THORNE
1905 SE 10TH AVE, PORTLAND, OR 97214
DIRECTOR5$35,000$0
DONALD L GROTTING
1905 SE 10TH AVE, PORTLAND, OR 97214
DIRECTOR5$35,000$0
GIYEN KIM
1905 SE 10TH AVE, PORTLAND, OR 97214
DIRECTOR5$35,000$0
JOHN TAPOGNA
1905 SE 10TH AVE, PORTLAND, OR 97214
DIRECTOR5$35,000$0
MARTHA RICHARDS
1905 SE 10TH AVE, PORTLAND, OR 97214
EXECUTIVE DIRECTOR40$25,815$2,581

Address and contacts

Address (IRS master file)
1905 SE 10TH AVE, PORTLAND, OR 97214-4659
In care of
% CAROLYN HOOPS
Signed the 990-PF
CARRIE HOOPS, EXECUTIVE DIRECTOR
Phone
(503) 546-3191
Return prepared by
MCDONALD JACOBS PC

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, 2026Check at the IRS
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
03-0373895
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
2003
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$178,282,106
Income (IRS master file)
$68,061,336

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$37,478,142$15,789,515$178,512,283XML
990-PFDecember 2023$14,528,601$19,254,333$157,676,181XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 03-0373895).

Questions about JAMES F AND MARION L MILLER FOUNDATION

What is the EIN of JAMES F AND MARION L MILLER FOUNDATION?
The employer identification number (EIN) of JAMES F AND MARION L MILLER FOUNDATION is 03-0373895.
Is JAMES F AND MARION L MILLER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to JAMES F AND MARION L MILLER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES F AND MARION L MILLER FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES F AND MARION L MILLER FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JAMES F AND MARION L MILLER 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 JAMES F AND MARION L MILLER FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 13 people; 13 received compensation from the organization, the highest $222,574 (CAROLYN HOOPS, EXECUTIVE DIRECTOR).
How much revenue does JAMES F AND MARION L MILLER FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $37,478,142, expenses of $15,789,515 and total assets of $178,512,283 at year end.

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