Nonprofit · EIN 95-4078354
LOWELL MILKEN FAMILY FOUNDATION
Tax-exempt · SANTA MONICA, CA 90401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $18,350,408 | $12,341,075 | $6,009,333 | $143,831,151 | $0 | $143,831,151 |
| October 31, 2024 | 990-PF | $20,195,498 | $11,480,006 | $8,715,492 | $143,349,156 | $0 | $143,349,156 |
| October 31, 2023 | 990-PF | $15,449,416 | $14,778,029 | $671,387 | $139,992,783 | $10,000 | $139,982,783 |
| October 31, 2021 | 990-PF | $26,514,031 | $10,329,489 | $16,184,542 | $120,322,003 | $0 | $120,322,003 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $6,000,389
- Dividends
- $698,102
- Interest
- $634,336
- Net gain from sales of assets
- $4,448,086
- Other income
- $6,569,495
Expenses
- Grants and similar amounts paid
- $10,892,050
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $307,204
- Disbursements for charitable purposes
- $11,902,583
- Excise tax on investment income
- $170,021
Balance sheet and other
- Total assets, start of year
- $143,349,156
- Total assets, end of year
- $143,831,151
- Total liabilities, end of year
- $0
- Net assets, end of year
- $143,831,151
- Fair market value of assets
- $221,867,829
- Qualifying distributions
- $11,902,583
- Net investment income
- $12,413,062
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANTONIETTE GUGLIELMO 1250 FOURTH ST 4TH FLOOR, SANTA MONICA, CA 90401 | EXECUTIVE DIRECTOR, Highest-paid employee | 40 | $196,900 | $23,056 |
| CONNOR WALDEN 1250 FOURTH ST 4TH FLOOR, SANTA MONICA, CA 90401 | PROJECT MANAGER Highest-paid employee | 40 | $77,592 | $22,676 |
| LOWELL MILKEN 1250 FOURTH ST 6TH FLOOR, SANTA MONICA, CA 90401 | PRESIDENT, DIRECTOR | 35 | $0 | $0 |
| RYAN MILKEN 1250 FOURTH ST 6TH FLOOR, SANTA MONICA, CA 90401 | EXECUTIVE VICE PRESIDENT, DIRECTOR | 30 | $0 | $0 |
| DAVID MILKEN 1250 FOURTH ST 6TH FLOOR, SANTA MONICA, CA 90401 | VICE PRESIDENT, DIRECTOR | 10 | $0 | $0 |
| JEREMY MILKEN 1250 FOURTH ST 6TH FLOOR, SANTA MONICA, CA 90401 | VICE PRESIDENT, DIRECTOR | 10 | $0 | $0 |
| JEFF GREEN 1250 FOURTH ST 5TH FLOOR, SANTA MONICA, CA 90401 | ASSISTANT SECRETARY, DIRECTOR | 10 | $0 | $0 |
| LANETTA WAHLGREN 1250 FOURTH ST 6TH FLOOR, SANTA MONICA, CA 90401 | DIRECTOR | 10 | $0 | $0 |
| STAN MARON 1250 FOURTH ST 5TH FLOOR, SANTA MONICA, CA 90401 | DIRECTOR | 10 | $0 | $0 |
| RICHARD YEE 1250 FOURTH ST 5TH FLOOR, SANTA MONICA, CA 90401 | TREASURER & SECRETARY | 15 | $0 | $0 |
990-PF for the year ended October 31, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANTONIETTE GUGLIELMO 1250 FOURTH ST 4TH FLOOR, SANTA MONICA, CA 90401 | DIR. EXHIBITIONS & A Highest-paid employee | 40 | $162,500 | $20,761 |
| SARAH HAUFRECT 1250 FOURTH ST 4TH FLOOR, SANTA MONICA, CA 90401 | VP PROGRAMS & COMMUNICATIONS | 40 | $50,069 | $3,040 |
| LOWELL MILKEN 1250 FOURTH ST 6TH FLOOR, SANTA MONICA, CA 90401 | PRESIDENT, DIRECTOR | 35 | $0 | $0 |
| RYAN MILKEN 1250 FOURTH ST 6TH FLOOR, SANTA MONICA, CA 90401 | EXECUTIVE VICE PRESIDENT, DIRECTOR | 30 | $0 | $0 |
| DAVID MILKEN 1250 FOURTH ST 6TH FLOOR, SANTA MONICA, CA 90401 | VICE PRESIDENT, DIRECTOR | 10 | $0 | $0 |
| JEREMY MILKEN 1250 FOURTH ST 6TH FLOOR, SANTA MONICA, CA 90401 | VICE PRESIDENT, DIRECTOR | 10 | $0 | $0 |
| JEFF GREEN 1250 FOURTH ST 5TH FLOOR, SANTA MONICA, CA 90401 | ASSISTANT SECRETARY, DIRECTOR | 10 | $0 | $0 |
| LANETTA WAHLGREN 1250 FOURTH ST 6TH FLOOR, SANTA MONICA, CA 90401 | DIRECTOR | 10 | $0 | $0 |
| STAN MARON 1250 FOURTH ST 5TH FLOOR, SANTA MONICA, CA 90401 | DIRECTOR | 10 | $0 | $0 |
| RICHARD YEE 1250 FOURTH ST 5TH FLOOR, SANTA MONICA, CA 90401 | TREASURER & SECRETARY | 15 | $0 | $0 |
990-PF for the year ended October 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANTONIETTE GUGLIELMO 1250 FOURTH ST 4TH FLOOR, SANTA MONICA, CA 90401 | DIR. EXHIBITIONS & A Highest-paid employee | 40 | $124,423 | $15,816 |
| MICHAEL KAY 1250 FOURTH ST 4TH FLOOR, SANTA MONICA, CA 90401 | COMMUNICATIONS & MED Highest-paid employee | 40 | $83,333 | $17,498 |
| SARAH HAUFRECT 1250 FOURTH ST 4TH FLOOR, SANTA MONICA, CA 90401 | VP PROGRAMS & COMMUNICATIONS | 40 | $56,250 | $8,812 |
| LOWELL MILKEN 1250 FOURTH ST 6TH FLOOR, SANTA MONICA, CA 90401 | PRESIDENT, DIRECTOR | 35 | $0 | $0 |
| RYAN MILKEN 1250 FOURTH ST 6TH FLOOR, SANTA MONICA, CA 90401 | EXECUTIVE VICE PRESIDENT, DIRECTOR | 30 | $0 | $0 |
| DAVID MILKEN 1250 FOURTH ST 6TH FLOOR, SANTA MONICA, CA 90401 | VICE PRESIDENT, DIRECTOR | 10 | $0 | $0 |
| JEREMY MILKEN 1250 FOURTH ST 6TH FLOOR, SANTA MONICA, CA 90401 | VICE PRESIDENT, DIRECTOR | 10 | $0 | $0 |
| JEFF GREEN 1250 FOURTH ST 5TH FLOOR, SANTA MONICA, CA 90401 | ASSISTANT SECRETARY, DIRECTOR | 10 | $0 | $0 |
| LANETTA WAHLGREN 1250 FOURTH ST 6TH FLOOR, SANTA MONICA, CA 90401 | DIRECTOR | 10 | $0 | $0 |
| STAN MARON 1250 FOURTH ST 5TH FLOOR, SANTA MONICA, CA 90401 | DIRECTOR | 10 | $0 | $0 |
| RICHARD YEE 1250 FOURTH ST 5TH FLOOR, SANTA MONICA, CA 90401 | TREASURER & SECRETARY | 15 | $0 | $0 |
990-PF for the year ended October 31, 2021: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOWELL MILKEN 1250 FOURTH ST 6TH FLOOR, SANTA MONICA, CA 90401 | PRESIDENT, DIRECTOR | 35 | $0 |
| RYAN MILKEN 1250 FOURTH ST 6TH FLOOR, SANTA MONICA, CA 90401 | EXECUTIVE VICE PRESIDENT, DIRECTOR | 30 | $0 |
| DAVID MILKEN 1250 FOURTH ST 6TH FLOOR, SANTA MONICA, CA 90401 | VICE PRESIDENT, DIRECTOR | 10 | $0 |
| JEREMY MILKEN 1250 FOURTH ST 6TH FLOOR, SANTA MONICA, CA 90401 | VICE PRESIDENT, DIRECTOR | 10 | $0 |
| JEFF GREEN 1250 FOURTH ST 5TH FLOOR, SANTA MONICA, CA 90401 | ASSISTANT SECRETARY, DIRECTOR | 10 | $0 |
| LANETTA WAHLGREN 1250 FOURTH ST 6TH FLOOR, SANTA MONICA, CA 90401 | DIRECTOR | 10 | $0 |
| STAN MARON 1250 FOURTH ST 5TH FLOOR, SANTA MONICA, CA 90401 | DIRECTOR | 10 | $0 |
| RICHARD YEE 1250 FOURTH ST 5TH FLOOR, SANTA MONICA, CA 90401 | TREASURER & SECRETARY | 15 | $0 |
Address and contacts
- Address (IRS master file)
- 1250 4TH ST STE 520, SANTA MONICA, CA 90401-1418
- Signed the 990-PF
- RICHARD YEE, TREASURER
- Phone
- (310) 570-4800
- Website
- WWW.LOWELLMILKEN.ORG
- Return prepared by
- GREEN HASSON & JANKS LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4078354 or by the name LOWELL MILKEN FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 95-4078354
- 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
- 1987
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $143,831,151
- Income (IRS master file)
- $21,905,563
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $18,350,408 | $12,341,075 | $143,831,151 | XML |
| 990-T | October 2025 | – | – | – | IRS |
| 990-PF | October 2024 | $20,195,498 | $11,480,006 | $143,349,156 | XML |
| 990-T | October 2024 | – | – | – | IRS |
| 990-PF | October 2023 | $15,449,416 | $14,778,029 | $139,992,783 | XML |
| 990-T | October 2023 | – | – | – | IRS |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-T | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | $26,514,031 | $10,329,489 | $120,322,003 | XML |
| 990-T | October 2021 | – | – | – | IRS |
| 990-PF | October 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 95-4078354).
Questions about LOWELL MILKEN FAMILY FOUNDATION
- What is the EIN of LOWELL MILKEN FAMILY FOUNDATION?
- The employer identification number (EIN) of LOWELL MILKEN FAMILY FOUNDATION is 95-4078354.
- Is LOWELL MILKEN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to LOWELL MILKEN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOWELL MILKEN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOWELL MILKEN FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOWELL MILKEN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of LOWELL MILKEN FAMILY FOUNDATION?
- The 990-PF for the year ended October 31, 2025 lists 10 people; 2 received compensation from the organization, the highest $196,900 (ANTONIETTE GUGLIELMO, EXECUTIVE DIRECTOR,).
- How much revenue does LOWELL MILKEN FAMILY FOUNDATION have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $18,350,408, expenses of $12,341,075 and total assets of $143,831,151 at year end.
Other nonprofits in SANTA MONICA
- CARL AND ROBERTA DEUTSCH FOUNDATION EIN 95-4610378 · last filed 990-PF for 2024
- MICHAEL AND LORI MILKEN FAMILY FOUNDATION EIN 82-1927087 · last filed 990-PF for 2024
- PROSTATE CANCER FOUNDATION EIN 95-4418411 · last filed 990 for 2024
- FOCUSING PHILANTHROPY INC EIN 45-2405071 · last filed 990 for 2025
- DR S JEROME & JUDITH D TAMKIN FOUNDATION EIN 46-5211327 · last filed 990-PF for 2024
- EDUCATION AND SCIENCE FUND INC EIN 93-4930081 · last filed 990 for 2024
- CAMBODIAN CHILDRENS FUND EIN 20-0764162 · last filed 990 for 2025
- ROBERT AND LISA MARGOLIS FAMILYFOUNDATION EIN 20-3951826 · last filed 990-PF for 2024
All nonprofits in SANTA MONICA · California · Philanthropy, voluntarism and grantmaking foundations