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Nonprofit · EIN 20-0011616

ROBERT B MCMILLEN FOUNDATION

Also known as MCMILLEN FOUNDATION

Tax-exempt · TUCSON, AZ 85718

Financials

$122K$635K2023$1.5M$415K2024
Revenue Expenses · by fiscal year end
Financials of ROBERT B MCMILLEN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,503,877$415,119$1,088,758$6,782,627$10,368$6,772,259
December 31, 2023990-PF$122,439$635,261-$512,822$5,693,241$9,740$5,683,501
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$166,471
Interest
$161
Net gain from sales of assets
$1,337,245

Expenses

Grants and similar amounts paid
$69,660
Compensation of officers, directors and key employees
$169,000
Disbursements for charitable purposes
$304,659
Excise tax on investment income
$18,905

Balance sheet and other

Total assets, start of year
$5,693,241
Total assets, end of year
$6,782,627
Total liabilities, end of year
$10,368
Net assets, end of year
$6,772,259
Fair market value of assets
$7,130,957
Qualifying distributions
$304,659
Net investment income
$1,470,557

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
CASSANDRA TOWN
4764 E SUNRISE DR SUITE 186, TUCSON, AZ 85750
PRESIDENT40$115,000$20,783
MICHAEL MCMILLEN
4764 E SUNRISE DR SUITE 186, TUCSON, AZ 85750
CHAIRMAN20$54,000$21,219
CHRISTI CLARK
4764 E SUNRISE DR SUITE 186, TUCSON, AZ 85750
VICE PRESIDE1$0$0
CYNTHIA PETRIE
4764 E SUNRISE DR SUTIE 186, TUCSON, AZ 85750
TREASURER0$0$0
ERIN MCMILLEN
4764 E SUNRISE DR 186, TUCSON, AZ 85750
SECRETARY1$0$0
BRIAN BASSIR
4764 E SUNRISE DR SUITE 186, TUCSON, AZ 85750
DIRECTOR1$0$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensationOther / benefits
CASSANDRA TOWN
4764 E SUNRISE DR SUITE 186, TUCSON, AZ 85750
PRESIDENT40$113,000$21,242
MICHAEL MCMILLEN
4764 E SUNRISE DR SUITE 186, TUCSON, AZ 85750
CHAIRMAN20$54,000$31,057
DAVID LARSEN
4764 E SUNRISE DR SUITE 138, TUCSON, AZ 85750
PAST SECRETA10$0$0
CHRISTI CLARK
4764 E SUNRISE DR SUITE 186, TUCSON, AZ 85750
VICE PRESIDE1$0$0
CYNTHIA PETRIE
4764 E SUNRISE DR SUTIE 186, TUCSON, AZ 85750
TREASURER1$0$0
ERIN MCMILLEN
4764 E SUNRISE DR 186, TUCSON, AZ 85750
SECRETARY10$0$0
BRIAN BASSIR
4764 E SUNRISE DR SUITE 186, TUCSON, AZ 85750
DIRECTOR0$0$0

Address and contacts

Address (IRS master file)
4764 E SUNRISE DR 186, TUCSON, AZ 85718-4535
In care of
% MICHAEL S MCMILLEN
Signed the 990-PF
CASSANDRA TOWN, PRESIDENT
Phone
(425) 313-5711
Return prepared by
LUDWIG KLEWER & RUDNER PLLC

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
20-0011616
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)
$6,782,627
Income (IRS master file)
$7,944,867

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,503,877$415,119$6,782,627IRS
990-PFDecember 2023$122,439$635,261$5,693,241XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 20-0011616).

Questions about ROBERT B MCMILLEN FOUNDATION

What is the EIN of ROBERT B MCMILLEN FOUNDATION?
The employer identification number (EIN) of ROBERT B MCMILLEN FOUNDATION is 20-0011616.
Is ROBERT B MCMILLEN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to ROBERT B MCMILLEN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT B MCMILLEN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT B MCMILLEN 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 ROBERT B MCMILLEN 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 ROBERT B MCMILLEN FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 6 people; 2 received compensation from the organization, the highest $115,000 (CASSANDRA TOWN, PRESIDENT).
How much revenue does ROBERT B MCMILLEN FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,503,877, expenses of $415,119 and total assets of $6,782,627 at year end.

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