Milo W Bekins Foundation

Santa Barbara, CA
Tax-exempt since June 1956
EIN: 95-6039745

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$288k (2023)

Expenses

$404k (2023)

Total Assets

$2.65M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$287,876

Expenses

$404,157

Net Income

-$116,281

Net Assets

$2,648,041

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25,745	8.9%
Dividends	$94,440	32.8%
Sales of Assets	$167,691	58.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$285,000	70.5%
Compensation of Officers*	$60,000	14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,648,041
Total Liabilities	$0
Net Assets	$2,648,041

Compensation

Key Employees and Officers	Compensation	Other
Michael Bekins (Co Trustee)	$0	$0
Richard Bekins (Co Trustee)	$0	$0
Jacqueline Bekins (Co Trustee)	$0	$0

990-PF

Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$304,669

Expenses

$391,732

Net Income

-$87,063

Net Assets

$4,443,133

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,237	1.7%
Dividends	$188,354	61.8%
Sales of Assets	$111,078	36.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$262,000	66.9%
Compensation of Officers*	$60,000	15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,443,133
Total Liabilities	$0
Net Assets	$4,443,133

Compensation

Key Employees and Officers	Compensation	Other
Michael Bekins (Co Trustee)	$20,000	$0
Richard Bekins (Co Trustee)	$20,000	$0
Jacqueline Bekins (Co Trustee)	$20,000	$0

990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$632,764

Expenses

$428,619

Net Income

$204,145

Net Assets

$4,530,196

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$54	0.0%
Dividends	$141,580	22.4%
Sales of Assets	$491,130	77.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$305,500	71.3%
Compensation of Officers*	$60,000	14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,530,196
Total Liabilities	$0
Net Assets	$4,530,196

Compensation

Key Employees and Officers	Compensation	Other
Michael Bekins (Co Trustee)	$20,000	$0
Richard Bekins (Co Trustee)	$20,000	$0
Jacqueline Bekins (Co Trustee)	$20,000	$0

990-PF

Filed on Oct. 28, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$318,746

Expenses

$412,277

Net Income

-$93,531

Net Assets

$4,326,050

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$852	0.3%
Dividends	$128,582	40.3%
Sales of Assets	$189,312	59.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$290,500	70.5%
Compensation of Officers*	$60,000	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,326,051
Total Liabilities	$1
Net Assets	$4,326,050

Compensation

Key Employees and Officers	Compensation	Other
Michael Bekins (Co Trustee)	$20,000	$0
Richard Bekins (Co Trustee)	$20,000	$0
Jacqueline Bekins (Co Trustee)	$20,000	$0

990-PF

Filed on Nov. 22, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$351,992

Expenses

$408,053

Net Income

-$56,061

Net Assets

$4,419,581

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,544	0.7%
Dividends	$162,342	46.1%
Sales of Assets	$185,846	52.8%
Other Income	$1,260	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$276,500	67.8%
Compensation of Officers*	$60,000	14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,419,582
Total Liabilities	$1
Net Assets	$4,419,581

Compensation

Key Employees and Officers	Compensation	Other
Michael Bekins (Co Trustee)	$20,000	$0
Richard Bekins (Co Trustee)	$20,000	$0
Jacqueline Bekins (Co Trustee)	$20,000	$0

990-PF

Filed on Nov. 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$423,350

Expenses

$422,735

Net Income

$615

Net Assets

$4,475,643

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,294	0.5%
Dividends	$150,426	35.5%
Sales of Assets	$268,824	63.5%
Other Income	$1,806	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$295,500	69.9%
Compensation of Officers*	$65,000	15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,475,643
Total Liabilities	$0
Net Assets	$4,475,643

Compensation

Key Employees and Officers	Compensation	Other
Michael Bekins (Co Trustee)	$25,000	$0
Richard Bekins (Co Trustee)	$20,000	$0
Jacqueline Bekins (Co Trustee)	$20,000	$0

990-PF

Filed on Aug. 28, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$431,653

Expenses

$435,908

Net Income

-$4,255

Net Assets

$4,475,028

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,160	0.3%
Dividends	$147,119	34.1%
Sales of Assets	$278,197	64.4%
Other Income	$5,177	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$313,000	71.8%
Compensation of Officers*	$60,000	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,475,028
Total Liabilities	$0
Net Assets	$4,475,028

Compensation

Key Employees and Officers	Compensation	Other
Michael Bekins (Co Trustee)	$20,000	$0
Richard Bekins (Co Trustee)	$20,000	$0
Jacqueline Bekins (Co Trustee)	$20,000	$0

990-PF

Filed on July 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$216,425

Expenses

$441,413

Net Income

-$224,988

Net Assets

$4,479,283

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$95	0.0%
Dividends	$137,078	63.3%
Sales of Assets	$71,047	32.8%
Other Income	$8,205	3.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$283,000	64.1%
Compensation of Officers*	$60,829	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,479,283
Total Liabilities	$0
Net Assets	$4,479,283

Compensation

Key Employees and Officers	Compensation	Other
Michael Bekins (Co Trustee)	$20,829	$0
Richard Bekins (Co Trustee)	$20,000	$0
Jacqueline Bekins (Co Trustee)	$20,000	$0

990-PF

Filed on Aug. 8, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$665,334

Expenses

$410,050

Net Income

$255,284

Net Assets

$4,704,271

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20	0.0%
Dividends	$145,204	21.8%
Sales of Assets	$517,227	77.7%
Other Income	$2,883	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$301,000	73.4%
Compensation of Officers*	$51,000	12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,704,271
Total Liabilities	$0
Net Assets	$4,704,271

Compensation

Key Employees and Officers	Compensation	Other
Michael Bekins (Co Trustee)	$17,000	$0
Richard Bekins (Co Trustee)	$17,000	$0
Jacqueline Bekins (Co Trustee)	$17,000	$0

990-PF

Filed on Nov. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$333,651

Expenses

$421,214

Net Income

-$87,563

Net Assets

$4,448,987

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$161,152	48.3%
Sales of Assets	$169,756	50.9%
Other Income	$2,743	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$330,519	78.5%
Compensation of Officers*	$48,000	11.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,448,987
Total Liabilities	$0
Net Assets	$4,448,987

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$400,475

Expenses

$403,532

Net Income

-$3,057

Net Assets

$4,517,289

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$164,097	41.0%
Sales of Assets	$235,710	58.9%
Other Income	$668	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$302,441	74.9%
Compensation of Officers*	$48,000	11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,517,289
Total Liabilities	$0
Net Assets	$4,517,289

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$607,440

Expenses

$407,995

Net Income

$199,445

Net Assets

$4,501,180

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$175,615	28.9%
Sales of Assets	$431,046	71.0%
Other Income	$779	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$301,077	73.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,501,180
Total Liabilities	$0
Net Assets	$4,501,180

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$417,083

Expenses

$402,078

Net Income

$15,005

Net Assets

$4,303,341

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$109,416	26.2%
Interest Revenue	$0
Dividends	$173,656	41.6%
Sales of Assets	$133,062	31.9%
Other Income	$949	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$326,298	81.2%
Compensation of Officers*	$48,000	11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,303,341
Total Liabilities	$0
Net Assets	$4,303,341

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Milo W Bekins Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $288k (2023)

Expenses $404k (2023)

Total Assets $2.65M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Revenue

$288k (2023)

Expenses

$404k (2023)

Total Assets

$2.65M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

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2021

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2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
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2002

Fiscal Year Ending Dec.
2001