MILBURN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MILBURN FOUNDATION (EIN 20-8937314)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-08
- IRS object ID
- 201813129349100931
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-08T20:47:25-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770014050 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Burkart & Stevens | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 694 Santa Rosa Street | AddressLine1Txt |
| City | San Luis Obispo | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208937314 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Milburn Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILB | BusinessNameControlTxt |
| Phone | 9492059677 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 515381 76564 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90051 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRYON DAVIS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-11-08 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Dennis J Burkart | PreparerPersonNm |
| PTIN | P00118088 | PTIN |
| Phone | 8055436876 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,935,644 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $330,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,723 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,723 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,838 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,838 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,733 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $361,771 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,733 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $7,210 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $106 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $382,400 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,294 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,210 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $6,321 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $760 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $12,000 | OtherProfFeesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,661 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,910 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $28,652 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,974 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,974 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,626 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,974 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $269,774 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,294 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,210 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,134 | CashBOYAmt |
| Cash EOY | $50,816 | CashEOYAmt |
| Cash EOYFMV | $50,816 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $634,867 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $663,114 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $663,114 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,200 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $498,372 | CorporateStockBOYAmt |
| Corporate Stock EOY | $587,708 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $747,748 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $147,629 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $233,483 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $410,431 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,070 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $61,925 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $63,535 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,327,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,597,046 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,935,644 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,327,272 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,597,046 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,327,272 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,597,046 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,327,272 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,597,046 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,327,272 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $269,774 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,597,046 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,597,046 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| INTERACTIVE BROKERS | P | 2016-09-12 | 2017-06-15 | $79,957 | $72,540 | $7,417 | $7,417 |
| INTERACTIVE BROKERS | P | 2016-09-15 | 2017-12-12 | $8,126 | $8,123 | $3 | $3 |
| INTERACTIVE BROKERS | P | 2016-09-14 | 2017-06-23 | $22,607 | $22,932 | -$325 | -$325 |
| WELLS FARGO | P | 2017-09-08 | 2017-12-13 | $100,000 | $100,001 | -$1 | -$1 |
| WELLS FARGO | P | 2016-03-17 | 2017-03-15 | $132,506 | $132,521 | -$15 | -$15 |
| WELLS FARGO | P | 2016-11-03 | 2017-07-06 | $12,465 | $12,331 | $134 | $134 |
| WELLS FARGO | P | 2016-09-12 | 2017-11-29 | $6,110 | $6,590 | -$480 | -$480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,733 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,210 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $150,476 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,788,937 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08412 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $173,618 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,705,953 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.10177 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $173,034 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,677,294 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.10316 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $142,998 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,451,471 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.09852 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $121,671 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,213,188 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.10029 | DistributionYr5Rt |
| Total Distribution | 0.487859 | TotalDistributionRt |
| Average Distribution | 0.097572 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,670,843 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $163,027 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $523 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $163,550 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $167,948 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $523 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $523 | SubtotalAmt |
| Tax Based On Investment Income | $523 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $523 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | THEMILBURNFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRYON DAVIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9492059677 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10551 INDIGO BROOM LOOP | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78733 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CARYL LOUISE DAVIS | ||||||
| 10551 INDIGO BROOM LOOP | AUSTIN | TX | 78733 | CFO | 0.50 | $0 |
| PATRICIA ANN MILBURN | ||||||
| 10551 INDIGO BROOM LOOP | AUSTIN | TX | 78733 | Secretary | 0.50 | $0 |
| KATHLEEN C MILBURN-WILLIAMS | ||||||
| 10551 INDIGO BROOM LOOP | AUSTIN | TX | 78733 | Director | 0.50 | $0 |
| BRYON DAVIS | ||||||
| 10551 INDIGO BROOM LOOP | AUSTIN | TX | 78733 | President | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EDUCATE AND EXPAND THE NUMBER OF NURSES | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | RESEARCH ON THE ELIMINATION, TREATMENT, AND PREVENTION OF ALZHEIMERS DISEASE | Description2Txt |
| Description3 | RESEARCH ON THE ELIMINATION, TREATMENT, AND PREVENTION OF CANCER | Description3Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,705,057 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,760 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,754,817 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,754,817 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,974 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,670,843 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,542 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,974 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $83,974 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $167,948 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $523 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $167,425 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2007-03-22 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,210 | CurrentYearAmt |
| Total | $7,210 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,129 | CurrentYearAmt |
| Total | $6,129 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $167,948 | CurrentYearAmt |
| Year1 | $150,476 | Year1Amt |
| Year2 | $175,816 | Year2Amt |
| Year3 | $173,854 | Year3Amt |
| Total | $668,094 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $167,948 | CurrentYearAmt |
| Year1 | $150,476 | Year1Amt |
| Year2 | $175,816 | Year2Amt |
| Year3 | $173,854 | Year3Amt |
| Total | $668,094 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $55,723 | CurrentYearAmt |
| Year1 | $48,657 | Year1Amt |
| Year2 | $56,865 | Year2Amt |
| Year3 | $55,910 | Year3Amt |
| Total | $217,155 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| INFLAMATORY BREAST CANCER RESEARCH | ||||||
| 321 HIGH SCHOOL RD | BAINBRIDGE ISLAND | WA | 98110 | NONE | BREAST CANCER RESEARCH | $13,974 |
| SUSAN G KOMEN FOR THE CURE | ||||||
| 5005 LBJ FREEWAY SUITE 250 | DALLAS | TX | 75244 | NONE | BREAST CANCER RESEARCH | $69,000 |
| ALZHEIMERS ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | ALZHEIMERS RESEARCH | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,974 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,723 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,838 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,733 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $45,667 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,733 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,400 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THE JAMES AND SARAH MANSOUR FOUNDAT | ||||||
| 1 | 6805 N CAPITAL OF TEXAS HWY | AUSTIN | TX | 78731 | $5,000 | Yes (X) |
| W B MILBURN CLAT II TR | ||||||
| 2 | 2001 VERVAIN CT | AUSTIN | TX | 78733 | $200,000 | Yes (X) |
| W B MILBURN CLAT I TR | ||||||
| 3 | 2001 VERVAIN ST | AUSTIN | TX | 78733 | $125,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $760 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| General Explanation Supplemental Information for Form 990-PF | THE MILBURN FOUNDATION IS WORKING TO EXPAND THEIR CAUSE AREAS IN THEIR BYLAWS TO INCLUDE:WOMENS HEALTH ISSUESMENS HEALTH ISSUESCHILDRENS WELLNESS ISSUESINNOVATIVE EDUCATION CLEAN ENVIRONMENTVETERANS ISSUESPHILANTROPIC DATA TECHNOLOGY |
| General Explanation Supplemental Information for Form 990-PF | ATTACHMENT TO RRF-1THE PRESIDENT OF THE ORGANIZATION CHARGES MANAGEMENT FEES TO THE ORGANIZATION FOR A NOMINAL FEE OF $ 12,000. |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $6,321 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BANK CHARGES | $100 |
| BUSINESS FILING DIVISION | $75 |
| INSURANCE | $2,100 |
| PROFESSIONAL SERVICES | $3,125 |
| RESEARCH | $1,500 |
| TAXES | $10 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $106 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $12,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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