Nonprofit · EIN 20-3565192
PHIL AND AMY MICKELSON CHARITABLE FOUNDATION
Tax-exempt · MELVILLE, NY 11747
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $38,868 | $539,320 | -$500,452 | $626,230 | $0 | $626,230 |
| December 31, 2024 | 990-PF | $37,710 | $73,562 | -$35,852 | $1,134,236 | $0 | $1,134,236 |
| December 31, 2023 | 990-PF | $27,596 | $79,102 | -$51,506 | $1,156,549 | $0 | $1,156,549 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $39,818
- Net gain from sales of assets
- -$950
Expenses
- Grants and similar amounts paid
- $535,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $535,000
- Excise tax on investment income
- $527
Balance sheet and other
- Total assets, start of year
- $1,134,236
- Total assets, end of year
- $626,230
- Total liabilities, end of year
- $0
- Net assets, end of year
- $626,230
- Fair market value of assets
- $626,230
- Qualifying distributions
- $535,000
- Net investment income
- $39,818
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY MCBRIDE 2975 CAMINO SERBAL, CARLSBAD, CA 92009 | PRESIDENT | 1 | $0 |
| PHILIP A MICKELSON 21650 OXNARD ST STE 1925, WOODLAND HILLS, CA 91367 | VICE PRESIDENT | 1 | $0 |
| AMY MCBRIDE MICKELSON 21650 OXNARD ST STE 1925, WOODLAND HILLS, CA 91367 | VICE PRESIDENT | 1 | $0 |
| PHIL MICKELSON SR 6074 WENICH DRIVE, SAN DIEGO, CA 92120 | DIRECTOR | 1 | $0 |
| RENEE MCBRIDE 2975 CAMINO SERBAL, CARLSBAD, CA 92009 | SECRETARY | 1 | $0 |
| MARY SANTOS MICKELSON 6074 WENICH DRIVE, SAN DIEGO, CA 92120 | DIRECTOR | 1 | $0 |
| STEPHEN L TAYLOR 5417 LA CRESCENTA, RANCHO SANTA FE, CA 92067 | TREASURER | 1 | $0 |
| R STEVE LOY 14646 N KIELAND BLVD SUITE 230, SCOTTSDALE, AZ 85254 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY MCBRIDE 2975 CAMINO SERBAL, CARLSBAD, CA 92009 | PRESIDENT | 1 | $0 |
| PHILIP A MICKELSON 21650 OXNARD ST STE 1925, WOODLAND HILLS, CA 91367 | VICE PRESIDENT | 1 | $0 |
| AMY MCBRIDE MICKELSON 21650 OXNARD ST STE 1925, WOODLAND HILLS, CA 91367 | VICE PRESIDENT | 1 | $0 |
| PHIL MICKELSON SR 6074 WENICH DRIVE, SAN DIEGO, CA 92120 | DIRECTOR | 1 | $0 |
| RENEE MCBRIDE 2975 CAMINO SERBAL, CARLSBAD, CA 92009 | SECRETARY | 1 | $0 |
| MARY SANTOS MICKELSON 6074 WENICH DRIVE, SAN DIEGO, CA 92120 | DIRECTOR | 1 | $0 |
| STEPHEN L TAYLOR 5417 LA CRESCENTA, RANCHO SANTA FE, CA 92067 | TREASURER | 1 | $0 |
| R STEVE LOY 14646 N KIELAND BLVD SUITE 230, SCOTTSDALE, AZ 85254 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY MCBRIDE 2975 CAMINO SERBAL, CARLSBAD, CA 92009 | PRESIDENT | 1 | $0 |
| PHILIP A MICKELSON 21650 OXNARD STREET ST STE 1925, WOODLAND HILLS, CA 91367 | VICE PRESIDENT | 1 | $0 |
| AMY MCBRIDE MICKELSON 21650 OXNARD STREET ST STE 1925, WOODLAND HILLS, CA 91367 | VICE PRESIDENT | 1 | $0 |
| PHIL MICKELSON SR 6074 WENICH DRIVE, SAN DIEGO, CA 92120 | DIRECTOR | 1 | $0 |
| RENEE MCBRIDE 2975 CAMINO SERBAL, CARLSBAD, CA 92009 | SECRETARY | 1 | $0 |
| MARY SANTOS MICKELSON 6074 WENRICH DRIVE, SAN DIEGO, CA 92120 | DIRECTOR | 1 | $0 |
| STEPHEN L TAYLOR 5417 LA CRESCENTA, RANCHO SANTA FE, CA 92067 | TREASURER | 1 | $0 |
| R STEVE LOY 14646 N KIERLAND BLVD SUITE 230, SCOTTSDALE, AZ 85254 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- CO GMAG 400 BROADHOLLOW ROAD 301, MELVILLE, NY 11747-0000
- In care of
- % GM ADVISORY GROUP
- Signed the 990-PF
- GARY MCBRIDE, PRESIDENT
- Phone
- (631) 227-3900
- Return prepared by
- GROUND CONTROL BUSINESS MANAGEMENT
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 | 990-PF 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
- 20-3565192
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $626,230
- Income (IRS master file)
- $1,031,127
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $38,868 | $539,320 | $626,230 | IRS |
| 990-PF | December 2024 | $37,710 | $73,562 | $1,134,236 | IRS |
| 990-PF | December 2023 | $27,596 | $79,102 | $1,156,549 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 20-3565192).
Questions about PHIL AND AMY MICKELSON CHARITABLE FOUNDATION
- What is the EIN of PHIL AND AMY MICKELSON CHARITABLE FOUNDATION?
- The employer identification number (EIN) of PHIL AND AMY MICKELSON CHARITABLE FOUNDATION is 20-3565192.
- Is PHIL AND AMY MICKELSON CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to PHIL AND AMY MICKELSON CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PHIL AND AMY MICKELSON CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PHIL AND AMY MICKELSON CHARITABLE 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 PHIL AND AMY MICKELSON CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of PHIL AND AMY MICKELSON CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does PHIL AND AMY MICKELSON CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $38,868, expenses of $539,320 and total assets of $626,230 at year end.
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