2024-11-14T19:09:57-06:00 2023-12-31 920691097 ASCEND TAX AND BUSINESS ADVISORS LLP 27001 AGOURA ROAD SUITE 280 CALABASAS CA 91301 990PF 2023-01-01 261593449 MCMILLEN FAMILY FOUNDATION MCMI 8184392852 31637 PIO PICO ROAD TEMECULA CA 92592 DAN FIORITO CFO 8184392852 2024-11-14 1 0 PHIL D'AMICO CPA P00638991 8189147100 2023 2024-10-15 13:58:12Z X 20708019 X X 104064 104064 217335 217335 134405 134405 89838 6305 11154148 6305 462109 462109 320000 88000 232000 175000 0 175000 8113 0 8113 38055 0 38055 20269 0 20269 42212 8725 33487 42967 42967 2257 0 2257 189773 100146 58453 838646 239838 567634 5417219 5417219 6255865 239838 5984853 -5793756 222271 7163829 1241955 1241955 16305093 16226747 17804481 1828398 166815 1457917 1661583 1661583 26546 26546 24926839 19130285 20708019 3285 10 497 3295 497 X 0 0 0 0 24923544 19129788 24923544 19129788 24926839 19130285 24923544 -5793756 0 19129788 0 19129788 CAPITAL GAINS DIST WF #3900 P 2022-12-31 2023-12-31 165 165 165 WF #3900 STCG - DETAIL AVAILABLE UPON REQUEST P 2023-01-01 2023-12-31 1468733 1400286 68447 68447 WF #3900 LTCG - DETAIL AVAILABLE UPON REQUEST P 2022-12-31 2023-12-31 3720497 3878057 -157560 -157560 CAPITAL GAINS DIVIDENDS WF #1671 P 2022-12-31 2023-12-31 164753 164753 164753 WF #1671 STCG - DETAIL AVAILABLE UPON REQUEST P 2023-01-01 2023-12-31 4459198 4459198 0 0 WF #1671 LTCG - DETAIL AVAILABLE UPON REQUEST P 2022-12-31 2023-12-31 1340802 1340802 0 0 LOSS ON ABANDONED INVESTMENT PROJECTS P 2022-12-31 2023-12-31 69500 -69500 -69500 6305 3090 0 3090 0 3090 5068 0 0 0 5068 0 1978 1978 0 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 20.00 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 16425604 4202892 1559749 22188245 0 0 22188245 332824 21855421 1092771 1092771 3090 3090 1089681 0 1089681 0 1089681 5984853 0 5984853 1089681 0 0 1511247 2987406 2978180 1713391 2975901 12166125 5984853 0 0 0 1089681 4895172 0 0 17061297 0 0 0 0 0 0 1511247 15550050 2987406 2978180 1713391 2975901 4895172 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 NON PROFIT 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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