Civic Intelligence

Milo W Bekins Foundation

990PF • Fiscal year 2023 • EIN 95-6039745

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

PO Box 5665Santa Barbara, CA 93150

(310) 435-6321

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

15th percentile

-40%

Higher net margin than 15% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

2nd percentile

-40%

Faster asset growth than 2% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

31st percentile

-5.5%

Faster revenue growth than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$2,648,041

Down $1,795,092 (-40%) from 2022

Net Assets

Down

$2,648,041

Down $1,795,092 (-40%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$287,876

Down $16,793 (-5.5%) from 2022

Expenses

Up

$404,157

Up $12,425 (+3.2%) from 2022

Net Income

Down

-$116,281

Down $29,218 (-34%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $4,303,341Liabilities 2011: $02011Assets 2012: $4,501,180Liabilities 2012: $02012Assets 2013: $4,517,289Liabilities 2013: $02013Assets 2014: $4,448,987Liabilities 2014: $02014Assets 2015: $4,704,271Liabilities 2015: $0Net Assets 2015: $4,704,2712015Assets 2016: $4,479,283Liabilities 2016: $0Net Assets 2016: $4,479,2832016Assets 2017: $4,475,028Liabilities 2017: $0Net Assets 2017: $4,475,0282017Assets 2018: $4,475,643Liabilities 2018: $0Net Assets 2018: $4,475,6432018Assets 2019: $4,419,582Liabilities 2019: $0Net Assets 2019: $4,419,5822019Assets 2020: $4,326,051Liabilities 2020: $0Net Assets 2020: $4,326,0512020Assets 2021: $4,530,196Liabilities 2021: $0Net Assets 2021: $4,530,1962021Assets 2022: $4,443,133Liabilities 2022: $0Net Assets 2022: $4,443,1332022Assets 2023: $2,648,041Liabilities 2023: $0Net Assets 2023: $2,648,0412023Assets 2024: $2,952,169Liabilities 2024: $0Net Assets 2024: $2,952,1692024

Highlighted filing

2023

Assets$2,648,041
Liabilities$0
Net Assets$2,648,041

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $417,083Expenses 2011: $402,078Net Income 2011: $15,0052011Revenue 2012: $607,440Expenses 2012: $407,995Net Income 2012: $199,4452012Revenue 2013: $400,475Expenses 2013: $403,532Net Income 2013: -$3,0572013Revenue 2014: $333,651Expenses 2014: $421,214Net Income 2014: -$87,5632014Revenue 2015: $665,334Expenses 2015: $410,050Net Income 2015: $255,2842015Revenue 2016: $216,425Expenses 2016: $441,413Net Income 2016: -$224,9882016Revenue 2017: $431,653Expenses 2017: $435,908Net Income 2017: -$4,2552017Revenue 2018: $423,350Expenses 2018: $422,735Net Income 2018: $6152018Revenue 2019: $351,992Expenses 2019: $408,053Net Income 2019: -$56,0612019Revenue 2020: $318,746Expenses 2020: $412,277Net Income 2020: -$93,5312020Revenue 2021: $632,764Expenses 2021: $428,619Net Income 2021: $204,1452021Revenue 2022: $304,669Expenses 2022: $391,732Net Income 2022: -$87,0632022Revenue 2023: $287,876Expenses 2023: $404,157Net Income 2023: -$116,2812023Revenue 2024: $689,673Expenses 2024: $401,770Net Income 2024: $287,9032024

Highlighted filing

2023

Revenue$287,876
Expenses$404,157
Net Income-$116,281
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL BEKINSCo-Trustee-$0--
RICHARD BEKINSCo-Trustee-$0--
JACQUELINE BEKINSCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SUPPORT FOR SENIORSPCRancho Santa Fe, CA, US$25,000
Paid Grant-FOSTER CHILDREN PLACEMENT AND MENTAL SERVICESPCLos Angeles, CA, US$25,000
Paid Grant-PERFORMING ARTS AND ENTERTAIMENT SUPPORTPCNew York, NY, US$20,000
Paid Grant-EDUCATIONAL SUPPORTPCLos Angeles, CA, US$20,000
Paid Grant-EDUCATIONAL SUPPORTPCOjai, CA, US$20,000
Paid Grant-EDUCATIONAL SUPPORTPCRedlands, CA, US$20,000
Paid Grant-GENERAL OPERATINGPCSanta Barbara, CA, US$20,000
Paid Grant-PHILANTHROPIC SUPPORTPCLos Angeles, CA, US$15,000
Paid Grant-UNIVERSITY SUPPORTPCMalibu, CA, US$15,000
Paid Grant-PERFORMING ARTS AND ENTERTAINMENT SUPPORTPCNew York, NY, US$15,000
Paid Grant-ACADEMIC SUPPORTPCSanta Barbara, CA, US$15,000
Paid Grant-SCIENCE SUPPORTPCLos Angeles, CA, US$10,000
Paid Grant-MEDICAL SUPPORTPCLos Angeles, CA, US$10,000
Paid Grant-ARTISTIC EDUCAITON SUPPORTPCStudio City, CA, US$10,000
Paid Grant-MEDICAL SUPPORTPCLa Jolla, CA, US$10,000
Paid Grant-CULTURAL AND THEATRICAL SUPPORTPCPasadena, CA, US$10,000
Paid Grant-SUPPORT WILDLIFEPCReston, VA, US$10,000
Paid Grant-SUPPORT VETERANSPCStaten Island, NY, US$6,000
Paid Grant-MUSEUM SUPPORTPCSanta Barbara, CA, US$5,000
Paid Grant-SUPPORT YOUTHPCWoodland Hills, CA, US$3,000
Paid Grant-LIBRARY SUPPORTPCRancho Santa Fe, CA, US$1,000
Filing and Contact Details

Filer

Filer Name
Milo Bekins Foundation
EIN
95-6039745
Address
PO Box 5665, Santa Barbara, CA 93150

Signing Officer

Name
Michael Bekins
Title
Co-trustee
Phone
3104356321
Signed
2024-05-14
Discuss with paid preparer
No

Preparer

Firm
David W Hickam CPA
Address
25431 CABOT ROAD SUITE 106, Laguna Hills, CA 92653
Preparer
David W Hickam CPA
Phone
9497683045
Raw XML AppendixShowing 400 of 480 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SUPPORT FOR SENIORS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CHILDRENS HOSPITAL OF LA FOUNDATIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3THE CITY OF ANGELS BALLET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4ENTERTAINMENT COMMUNITY FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10SCRIPPS CLINIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12UNIVERSITY OF REDLANDS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt14NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt15NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt16NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt17NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt18NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt19NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt20NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06640 SUNSET BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1700 EXPOSITION PARK DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24650 SUSNET BLVD MS 29
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33350 WRIGHTVIEW PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4729 SEVENTH AVENUE 10TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5700 N FARING RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt624255 PACIFIC COAST HIGHWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7POST OFFICE BOX 348
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92559 PUESTA DEL SOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10PO BOX 2669
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt115025 THACHER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12PO BOX 3080
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13108 EAST 15TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt141070 FAIRWAY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt156957 N FIGUEROA STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16600 PLAYHOUSE ALLEY SUITE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17685 TORO CANYON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1811100 WILDLIFE CENTER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt192361 HYLAN BOULEVARD STATEN ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt204900 SERRANIA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Studio City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Malibu
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Rancho Santa Fe
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Rancho Santa Fe
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Santa Barbara
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10La Jolla
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Ojai
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Redlands
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14Santa Barbara
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm15Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm16Pasadena
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm17Santa Barbara
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm18Reston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm19Staten Island
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm20Woodland Hills
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd14CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd15CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd16CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd17CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd18VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd19NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd20CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290027
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410019
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd590077
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd690263
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd792067
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd892067
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd993105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1092038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1193023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.69$0.40$0.29
2023Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.29$0.40$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.30$0.39$0.09
2021Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.63$0.43$0.20
2020Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.32$0.41$0.09
2019Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.35$0.41$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.42$0.42$0.00
2017Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.43$0.44$0.00
2016Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.22$0.44$0.22
2015Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.67$0.41$0.26
2014Summary only. Only limited summary data is available for this year.$4.45$0.00$0.33$0.42$0.09
2013Summary only. Only limited summary data is available for this year.$4.52$0.00$0.40$0.40$0.00
2012Summary only. Only limited summary data is available for this year.$4.50$0.00$0.61$0.41$0.20
2011Summary only. Only limited summary data is available for this year.$4.30$0.00$0.42$0.40$0.02