Nonprofit · EIN 33-0885327
MILTON HENRY FOUNDATION
Tax-exempt · LAGUNA BEACH, CA 92651
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990 | $41,656 | $10,298 | $31,358 | $824,164 | $463,500 | $360,664 |
| November 30, 2024 | 990 | $22,230 | $3 | $22,227 | $792,806 | $463,500 | $329,306 |
| November 30, 2023 | 990 | $6,282 | $3,200 | $3,082 | $777,487 | $465,408 | $312,079 |
| November 30, 2022 | 990 | $16,464 | $0 | $16,464 | $720,405 | $411,408 | $308,997 |
Financial details: 990 for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $41,656
- Net gain from sales of assets
- $17,844
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $10,294
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $10,294
- Management and general (functional)
- $4
Balance sheet and other
- Total assets, start of year
- $792,806
- Total assets, end of year
- $824,164
- Total liabilities, end of year
- $463,500
- Net assets, end of year
- $360,664
- Publicly traded securities
- $805,679
- Net assets without donor restrictions
- $360,664
- Gross receipts
- $146,579
- Employees
- 0
- State of legal domicile
- CA
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 for the year ended November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD FITZGERALD | President Trustee or director | 0 | $0 |
| EDWARD FITZGERALD | CFO Trustee or director | 0 | $0 |
| DUGLAS WRIGHT | Secretary Officer | 0 | $0 |
990 for the year ended November 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD FITZGERALD | President Trustee or director | 0 | $0 |
| EDWARD FITZGERALD | CFO Trustee or director | 0 | $0 |
| DUGLAS WRIGHT | Secretary Officer | 0 | $0 |
990 for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD FITZGERALD | President Trustee or director | 0 | $0 |
| EDWARD FITZGERALD | CFO Trustee or director | 0 | $0 |
| DUGLAS WRIGHT | Secretary Officer | 0 | $0 |
990 for the year ended November 30, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD FITZGERALD | President Trustee or director | 0 | $0 |
| EDWARD FITZGERALD | CFO Trustee or director | 0 | $0 |
| DUGLAS WRIGHT | Secretary Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 965 DEL MAR AVE, LAGUNA BEACH, CA 92651-3501
- In care of
- % EDWARD D FITZGERALD
- Principal officer (990 for 2024)
- EDWARD FITZGERALD, 965 DEL MAR, LAGUNA BEACH, CA 92651
- Signed the 990
- EDWARD FITZGERALD, President
- Return prepared by
- Duglas Wright & Co Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0885327 or by the name MILTON HENRY 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)
Mission
To help support organizations that help the community.
Program accomplishments
- To help support organizations that help the community.Expenses $4 · grants $10,294
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990 on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990 on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0885327
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2001
- Accounting year ends
- November
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $824,164
- Income (IRS master file)
- $146,579
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | November 2025 | $41,656 | $10,298 | $824,164 | XML |
| 990 | November 2024 | $22,230 | $3 | $792,806 | XML |
| 990 | November 2023 | $6,282 | $3,200 | $777,487 | XML |
| 990-T | November 2023 | – | – | – | IRS |
| 990 | November 2022 | $16,464 | $0 | $720,405 | XML |
| 990-EZ | November 2021 | – | – | – | IRS |
| 990-EZ | November 2020 | – | – | – | IRS |
| 990-EZ | November 2019 | – | – | – | 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 33-0885327).
Questions about MILTON HENRY FOUNDATION
- What is the EIN of MILTON HENRY FOUNDATION?
- The employer identification number (EIN) of MILTON HENRY FOUNDATION is 33-0885327.
- Is MILTON HENRY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to MILTON HENRY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MILTON HENRY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MILTON HENRY FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MILTON HENRY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended November 2025.
- Who is the principal officer of MILTON HENRY FOUNDATION?
- The 990 for the year ended November 30, 2025 names EDWARD FITZGERALD.
- Who are the officers and directors of MILTON HENRY FOUNDATION?
- The 990 for the year ended November 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MILTON HENRY FOUNDATION have?
- On its 990 for the year ended November 30, 2025 it reported revenue of $41,656, expenses of $10,298 and total assets of $824,164 at year end.
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