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Nonprofit · EIN 20-8937314

MILBURN FOUNDATION

Tax-exempt · LOS ANGELES, CA 90051

Financials

$416K$215K2024
Revenue Expenses · by fiscal year end
Financials of MILBURN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$415,816$214,623$201,193$3,541,265$150,910$3,390,355
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$200,000
Dividends
$79,660
Interest
$58,691
Net gain from sales of assets
$75,913
Other income
$1,552

Expenses

Grants and similar amounts paid
$154,574
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$186,314
Excise tax on investment income
$2,643

Balance sheet and other

Total assets, start of year
$3,316,736
Total assets, end of year
$3,541,265
Total liabilities, end of year
$150,910
Net assets, end of year
$3,390,355
Fair market value of assets
$4,002,491
Qualifying distributions
$186,314
Net investment income
$215,816

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
MICHELLE DAVIS
7901 ASPEN HIGHLANDS DR, AUSTIN, TX 78746
CFO2$0
STEPHANIE WILLIAMS
7901 ASPEN HIGHLANDS DR, AUSTIN, TX 78746
SECRETARY0.5$0
KATHLEEN C MILBURN-WILLIAMS
7901 ASPEN HIGHLANDS DR, AUSTIN, TX 78746
DIRECTOR0.25$0
BRYON DAVIS
7901 ASPEN HIGHLANDS DR, AUSTIN, TX 78746
PRESIDENT5$0
SARAH WILLIAMS
7901 ASPEN HIGHLANDS DR, AUSTIN, TX 78746
DIRECTOR0.25$0

Address and contacts

Address (IRS master file)
PO BOX 515381, LOS ANGELES, CA 90051-6681
In care of
% JK GEORGE GEORGE-CYR LLP
Signed the 990-PF
BRYON DAVIS, PRESIDENT
Phone
(949) 205-9677
Return prepared by
LUCAS HORSFALL ADVISORS LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-8937314
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
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,541,265
Income (IRS master file)
$2,153,461

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024–––IRS
990-PFDecember 2023$310,949$186,152$3,316,736IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about MILBURN FOUNDATION

What is the EIN of MILBURN FOUNDATION?
The employer identification number (EIN) of MILBURN FOUNDATION is 20-8937314.
Is MILBURN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to MILBURN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MILBURN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MILBURN FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MILBURN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of MILBURN FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does MILBURN FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $415,816, expenses of $214,623 and total assets of $3,541,265 at year end.

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