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Nonprofit · EIN 95-6039745

MILO W BEKINS FOUNDATION

Tax-exempt · SANTA BARBARA, CA 93150

Financials

$288K$404K2023$690K$402K2024$256K$476K2025
Revenue Expenses · by fiscal year end
Financials of MILO W BEKINS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$255,585$475,702-$220,117$4,364,571$0$4,364,571
December 31, 2024990-PF$689,673$401,770$287,903$2,952,169$0$2,952,169
December 31, 2023990-PF$287,876$404,157-$116,281$2,648,041$0$2,648,041
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$84,259
Interest
$102,442
Net gain from sales of assets
$68,884

Expenses

Grants and similar amounts paid
$327,134
Compensation of officers, directors and key employees
$75,000
Disbursements for charitable purposes
$327,134
Excise tax on investment income
$1,488

Balance sheet and other

Total assets, start of year
$2,952,169
Total assets, end of year
$4,364,571
Total liabilities, end of year
$0
Net assets, end of year
$4,364,571
Fair market value of assets
$7,241,240
Qualifying distributions
$327,134
Net investment income
$255,585

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
MICHAEL BEKINS
403 WOODLEY ROAD, Santa Barbara, CA 93108
CO-TRUSTEE1$25,000
RICHARD BEKINS
403 WOODLEY ROAD, Santa Barbara, CA 93108
CO-TRUSTEE1$25,000
JACQUELINE BEKINS
403 WOODLEY ROAD, Santa Barbara, CA 93108
CO-TRUSTEE1$25,000
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
MICHAEL BEKINS
403 WOODLEY ROAD, Santa Barbara, CA 93108
CO-TRUSTEE1$20,000
RICHARD BEKINS
403 WOODLEY ROAD, Santa Barbara, CA 93108
CO-TRUSTEE1$20,000
JACQUELINE BEKINS
403 WOODLEY ROAD, Santa Barbara, CA 93108
CO-TRUSTEE1$20,000
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
MICHAEL BEKINS
403 WOODLEY ROAD, Santa Barbara, CA 93108
CO-TRUSTEE1$0
RICHARD BEKINS
403 WOODLEY ROAD, Santa Barbara, CA 93108
CO-TRUSTEE1$0
JACQUELINE BEKINS
403 WOODLEY ROAD, Santa Barbara, CA 93108
CO-TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 5665, SANTA BARBARA, CA 93150-5665
In care of
% MICHAEL BEKINS
Signed the 990-PF
MICHAEL BEKINS, CO-TRUSTEE
Phone
(310) 435-6321
Return prepared by
DAVID W HICKAM CPA

California records

California keeps its own records of charities and corporations. Search them by EIN 95-6039745 or by the name MILO W BEKINS FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
95-6039745
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
1956
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,364,571
Income (IRS master file)
$1,041,526

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$255,585$475,702$4,364,571IRS
990-PFDecember 2024$689,673$401,770$2,952,169IRS
990-PFDecember 2023$287,876$404,157$2,648,041XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 95-6039745).

Questions about MILO W BEKINS FOUNDATION

What is the EIN of MILO W BEKINS FOUNDATION?
The employer identification number (EIN) of MILO W BEKINS FOUNDATION is 95-6039745.
Is MILO W BEKINS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1956.
Are donations to MILO W BEKINS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MILO W BEKINS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MILO W BEKINS FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MILO W BEKINS FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of MILO W BEKINS FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $25,000 (MICHAEL BEKINS, CO-TRUSTEE).
How much revenue does MILO W BEKINS FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $255,585, expenses of $475,702 and total assets of $4,364,571 at year end.

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