AUMdb

Milestone Rocvale Foundation

EIN 363223946 · 501(c)(3) · Public charity · Loves Park, IL · recognized 1983

Assets
$17.9M
Revenue
$488K
Expenses
$503K
Investment income
$488K

Form 990 fiscal year ended 06/30/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Patrick Agnew President $0 $0
Dave Baxter Treasurer an $0 $0
James Hamilton Ceo $0 $0
James Patrick Chairperson $0 $0
Karl Swanson Director $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
06/30/2025 $17.9M $488K $503K 990 990 · obj 202503519349300605 IRS ↗
06/30/2024 $16.5M $454K $523K 990 990 · obj 202540279349302069 IRS ↗