McMillan Family Charitable Trust

CINCINNATI, OH EIN: 20-7270401

McMillan Family Charitable Trust is a private foundation focused on Education, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $56K in total assets. In 2024, it awarded 3 grants totaling $6K. Net investment income was $4K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$56K

-3.5% YoY

Annual Giving

$6K

+154.0% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$2K

+154.0% YoY

Under IRS private-foundation payout rules, McMillan Family Charitable Trust reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.

About McMillan Family Charitable Trust

Based on IRS filings

McMillan Family Charitable Trust is a private foundation focused on Education, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $56K in total assets. In 2024, it awarded 3 grants totaling $6K. Net investment income was $4K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

States

Cities

Blue AshCincinnatiCincnnatiColumbusOxford

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2K$4K$5K$7K20202021202220232024
Metric202420232022
Total Assets$55,528$57,545$55,560
Revenue$4,445$4,485$2,286
Expenses$6,462$2,500$2,330
Qualifying Distributions$6,350$2,500$2,330
Net Investment Income$4,445$4,485$2,286
Distributable Amount$3,845$3,572$3,603

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$3K$5K$6K5 grants20207 grants20215 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Miami University urbun c…$5KFirst Presbyterian Churc…$1KTurning Point Dometic Vi…$100

Grant Size Distribution

23 grants across all recorded years

23<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Miami University urbun cohort ($5,000), First Presbyterian Church of Columbus IN ($1,250), Turning Point Dometic Violence ($100).

RecipientPurposeAmount
Miami University urbun cohort Oxford, OHGeneral charitable giving for university urban cohort programs$5,000
Turning Point Dometic Violence Columbus, INGeneral Charitable giving for programs$100
First Presbyterian Church of Columbus IN Columbus, INContributions to FIrst Presbyterian for education programs$1,250

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Alan McMillanPresident Trustee5
Janet McMillanTrustee1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is McMillan Family Charitable Trust?

McMillan Family Charitable Trust is a private foundation focused on Education, based in CINCINNATI, OH. It holds $56K in total assets as of 2024.

How large is McMillan Family Charitable Trust?

As of 2024, McMillan Family Charitable Trust holds $56K in total assets with $4K in annual revenue. It awarded 3 grants totaling $6K in 2024.

Where does McMillan Family Charitable Trust operate?

McMillan Family Charitable Trust has awarded grants in Indiana, Ohio.

What size grants does McMillan Family Charitable Trust award?

In 2024, McMillan Family Charitable Trust awarded 3 grants totaling $6K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is McMillan Family Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, McMillan Family Charitable Trust reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is McMillan Family Charitable Trust's EIN?

McMillan Family Charitable Trust's EIN (Employer Identification Number) is 20-7270401. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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