MILBURN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MILBURN FOUNDATION (EIN 20-8937314)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202543179349102874
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T16:39:41-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 993307718 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCAS HORSFALL ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 N EUCLID AVENUE 2ND FLOOR | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 |
| Phone | 9492059677 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH J WOERNER | PreparerPersonNm |
| PTIN | P01724600 | PTIN |
| Phone | 6267445100 | PhoneNum |
| Preparation | 2025-11-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,002,491 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $58,691 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $58,691 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $79,660 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,660 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $75,913 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,813,558 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,913 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,552 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,552 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $415,816 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $215,816 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,734 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,734 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $760 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,040 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,192 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,192 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,457 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $714 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,839 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,839 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,027 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,027 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,049 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,666 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,740 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $154,574 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $154,574 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $214,623 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,666 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $186,314 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $201,193 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $190,150 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $109,505 | CashBOYAmt |
| Cash EOY | $123,326 | CashEOYAmt |
| Cash EOYFMV | $123,326 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $370,818 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $418,128 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $418,128 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $78,794 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $78,673 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,352,950 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,533,976 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,985,280 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $483,463 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $387,041 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $397,084 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,316,736 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,541,265 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,002,491 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $131,044 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $150,910 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $131,044 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $150,910 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,185,692 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,390,355 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,185,692 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,390,355 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,316,736 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,541,265 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,185,692 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $201,193 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,470 | OtherIncreasesAmt |
| Subtotal | $3,390,355 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,390,355 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAP GAIN DISTRIBUTIONS | P | 2024-01-01 | 2024-12-31 | $767 | $767 | $767 | |
| FINANCIAL SENSE ADVISORS #0187 | P | 2024-01-01 | 2024-12-31 | $145,378 | $7,880 | $7,880 | $137,498 |
| FINANCIAL SENSE ADVISORS #0187 | P | 2023-01-01 | 2024-12-31 | $58,316 | -$356 | -$356 | $58,672 |
| WELLS FARGO #8076 | P | 2024-01-01 | 2024-12-31 | $156,383 | $10,507 | $10,507 | $145,876 |
| WELLS FARGO #8076 | P | 2023-01-01 | 2024-12-31 | $67,437 | $8,971 | $8,971 | $58,466 |
| WELLS FARGO #8076 | P | 2023-01-01 | 2024-12-31 | $1,011 | -$37 | -$37 | $1,048 |
| INTERACTIVE BROKERS #0244 | P | 2024-01-01 | 2024-12-31 | $88,332 | $1,713 | $1,713 | $86,619 |
| INTERACTIVE BROKERS #0244 | P | 2023-01-01 | 2024-12-31 | $116,797 | $2,192 | $2,192 | $114,605 |
| INTERACTIVE BROKERS #2968 | P | 2024-01-01 | 2024-12-31 | $50,162 | $3,468 | $3,468 | $46,694 |
| INTERACTIVE BROKERS #2968 | P | 2023-01-01 | 2024-12-31 | $173,043 | $8,832 | $8,832 | $164,211 |
| SHAREHOLDER SERVICE #6350 | P | 2024-01-01 | 2024-12-31 | $30,105 | -$58 | -$58 | $30,163 |
| SHAREHOLDER SERVICE #6350 | P | 2023-01-01 | 2024-12-31 | $28,656 | $5,523 | $5,523 | $23,133 |
| WELLS FARGO #9919 | P | 2024-01-01 | 2024-12-31 | $370,939 | $19,109 | $19,109 | $351,830 |
| WELLS FARGO #9919 | P | 2024-01-01 | 2024-12-31 | $310,000 | $0 | $0 | $310,000 |
| WELLS FARGO #9919 | P | 2023-01-01 | 2024-12-31 | $122,548 | $6,258 | $6,258 | $116,290 |
| FIDELITY #6863 | P | 2024-01-01 | 2024-12-31 | $35,796 | $622 | $622 | $35,174 |
| FIDELITY #6863 | P | 2023-01-01 | 2024-12-31 | $57,888 | $522 | $522 | $57,366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,913 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,643 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,643 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,643 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,807 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,807 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,164 | OverpaymentAmt |
| Applied To ES Tax | $1,164 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | THEMILBURNFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BRYON DAVIS | IndividualWithBooksNm |
| Phone | 9492059677 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7901 ASPEN HIGHLANDS DR | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHELLE DAVIS | ||||||||
| 7901 ASPEN HIGHLANDS DR | AUSTIN | TX | 78746 | CFO | 2.00 | $0 | $0 | $0 |
| STEPHANIE WILLIAMS | ||||||||
| 7901 ASPEN HIGHLANDS DR | AUSTIN | TX | 78746 | SECRETARY | 0.50 | $0 | $0 | $0 |
| KATHLEEN C MILBURN-WILLIAMS | ||||||||
| 7901 ASPEN HIGHLANDS DR | AUSTIN | TX | 78746 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| BRYON DAVIS | ||||||||
| 7901 ASPEN HIGHLANDS DR | AUSTIN | TX | 78746 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| SARAH WILLIAMS | ||||||||
| 7901 ASPEN HIGHLANDS DR | AUSTIN | TX | 78746 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | RESEARCH ON THE ELIMINATION, TREATMENT, AND PREVENTION OF CANCER | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | THE FOUNDATION IS ALSO EXPANDING INTO WOMENS HEALTH ISSUES, MENS HEALTH, CHILDRENS HEALTH ISSUES, INOVATIVE EDUCATION, CLEAN ENVIRONMENT, VETERANS ISSUES, AND PHILANTROPIC DATA TECHNOLOGY | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,779,139 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,550 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,836,689 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,836,689 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,550 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,779,139 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $188,957 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $186,314 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $186,314 | QualifyingDistributionsAmt |
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 | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $186,314 | CurrentYearAmt |
| Year1 | $163,438 | Year1Amt |
| Year2 | $178,370 | Year2Amt |
| Year3 | $338,538 | Year3Amt |
| Total | $866,660 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $186,314 | CurrentYearAmt |
| Year1 | $163,438 | Year1Amt |
| Year2 | $178,370 | Year2Amt |
| Year3 | $338,538 | Year3Amt |
| Total | $866,660 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $125,971 | CurrentYearAmt |
| Year1 | $109,886 | Year1Amt |
| Year2 | $105,867 | Year2Amt |
| Year3 | $107,195 | Year3Amt |
| Total | $448,919 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION (AFTD) | |||||||
| 2700 HORIZON DRIVE SUITE 120 | KING OF PRUSSIA | PA | 19406 | NONE | EXEMPT | FRONTOTEMPORAL DEGENERATION RESEARCH | $2,000 |
| HEALTH RESOURCES IN ACTION | |||||||
| 2 BOLYSTON ST 4TH FLOOR | BOSTON | MA | 02116 | NONE | EXEMPT | FRONTOTEMPORAL DEGENERATION RESEARCH | $105,074 |
| HEROES FOUNDATION | |||||||
| 310 N ALABAMA STREET SUITE B100 | INDIANAPOLIS | IN | 46204 | NONE | EXEMPT | BREAST CANCER RESEARCH | $2,500 |
| SUSAN G KOMEN | |||||||
| 13770 NOEL ROAD SUITE 801889 | DALLAS | TX | 75380 | NONE | EXEMPT | BREAST CANCER RESEARCH | $25,000 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||
| LOCKBOX 45339 | SAN FRANCISCO | CA | 94145 | EXEMPT | EXEMPT | FRONTOTEMPORAL DEGENERATION RESEARCH | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $154,574 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,691 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,660 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,552 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $75,913 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $215,816 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $215,816 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W B MILBURN CLAT II TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7901 ASPEN HIGHLANDS DRIVE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,800 | Amt |
| Net Investment Income | $760 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,040 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $387,041 | EOYBookValueAmt |
| EOYFMV | $397,084 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $2,533,976 | EOYBookValueAmt |
| EOYFMV | $2,985,280 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $78,794 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $78,673 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,734 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,734 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,850 | $0 | $1,850 |
| MEALS | $1,007 | $0 | $1,007 |
| COMMUNICATIONS | $170 | $0 | $170 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 ORDINARY INCOME | Desc |
| Revenue And Expenses Per Books | $1,552 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,552 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,552 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIVIDENDS - T/E | $4 |
| NON-DIVIDEND DISTRIBUTIONS | $3,466 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| APPROVED GRANTS TO BE PAID | $130,851 | $150,074 |
| EXCISE TAX PAYABLE | $193 | $836 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $16,192 | $16,192 | $0 |
| OFFICER MANAGEMENT FEES | $16,000 | $8,000 | $8,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $714 | $714 | $0 |
| EXCISE TAX | $2,643 | $0 | $0 |
| RRF-1 FEE & OTHER TAX/LICENSE | $100 | $0 | $100 |
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