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Milton Henry Foundation

Tax-deductible

Laguna Beach, CA501(c)(3)Foundations & GrantmakersEIN 33-0885327

To help support organizations that help the community.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 4
filings with a surplus
Average surplus $18K a year · 84% of revenue · last 4 filings
Looks good: a surplus in 4 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
19 mo
of spending, in cash
Looks good: 19.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$464K
56% of total assets
Fine: liabilities are 56% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
0
of 3 voting members
Concern: none of 3 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$42K
+87% vs prior year
Spent
$10K
To programs
100%
Net assets
$361K
By yearFY2020–FY2025
Revenue
$42K
FY2025▲ +87%
Revenue by fiscal year
FY2020$10K
FY2021$8K
FY2022$16K
FY2023$6K
FY2024$22K
FY2025$42K
Expenses
$10K
FY2025▲ ×3433
Expenses by fiscal year
FY2020Not on file
FY2021Not on file
FY2022$0
FY2023$3K
FY2024$3
FY2025$10K
Net assets
$361K
FY2025▲ +10%
Net assets by fiscal year
FY2020$284K
FY2021$293K
FY2022$309K
FY2023$312K
FY2024$329K
FY2025$361K

From the FY2025 Form 990 (year ending November 2025) · see the original

Form 990 (PDF) Claim

Status and standing

Is it real, and can you give to it?

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Filed FY2025 (typical filing lag)
Legal name (IRS)Hdr · item CMilton Henry Foundation
EINHdr · item D33-0885327
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFFeb 2001
Latest filingForm 990FY2025 · Form 990
Principal addressHdr · item CLaguna Beach, CA
NTEE classificationIRS BMFFoundations & Grantmakers (T12)

Where the money goes

What each dollar paid for.

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $1.00 Management & general $0.00
Program services100%$10K
Management & general$4
Total functional expensesLn 25$10K

Finances

Money in and out, what it owns and owes

Net inflow
+75%
revenue over expenses, this year▼ -25% vs prior filing year
Pass-through gifts
0%
of revenue from contributions
Program spending
100%
of expenses reach stated programs

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Total assets
$824K
FY2025▲ +4%
Total assets by fiscal year
FY2020Not on file
FY2021Not on file
FY2022$720K
FY2023$777K
FY2024$793K
FY2025$824K
Total liabilities
$464K
FY20250%
Total liabilities by fiscal year
FY2020Not on file
FY2021Not on file
FY2022$411K
FY2023$465K
FY2024$464K
FY2025$464K
Revenue less expensesPt I · Ln 19$31K
Total assetsPt X · Ln 16$824K
Spent on programsPt IX · col B100%
Voting members of governing bodyPt I · Ln 33
Independent voting membersPt I · Ln 4pending

Balance Sheet

Part X · end of year
CashLn 1$17K
Total assetsLn 16$824K
Total liabilitiesLn 26$464K
Total net assetsLn 32$361K
Months of cash on handcomputed19.2

Statement of Revenue

Part VIII
Investment income100%$42K
Total revenueLn 12$42K

Money in detail

Form 990 · FY2025 · each figure shown with the dollars behind it
Cash and giving out
Months of spending covered by cash
Cash and easy-to-sell investments $822K · Operating expenses/yr $10K
958.1 months
Where the money goes
Program services
Program services $10K · Total expenses $10K
100%
Management & General
Management & general $4 · Total expenses $10K
0.04%
Fundraising
Fundraising $0 · Total expenses $10K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $0
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $0 · Total revenue $42K
0%
Government reliance
Government grants — · Total revenue $42K
—
Earned-income share
Program service revenue $0 · Total revenue $42K
0%
Investment reliance
Investment income $42K · Total revenue $42K
+100%
Program self-sufficiency
Program service revenue $0 · Total expenses $10K
0%
Growth & trend
Revenue change from last year
This year $42K · Prior year $22K
Prior-year revenue below floor — showing dollar change
Net assets change over the year
End of year $361K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus or deficit, as % of revenue
Revenue $42K · Expenses $10K
+75%
Debts compared to what it owns
Total liabilities — · Total assets $824K
—
Net assets compared to what it owns
Net assets $361K · Total assets $824K
44%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $806K · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $824K
98%
People & payroll
Highest Reported Total Compensation
Individual Edward Fitzgerald · Reported title President · Highest reported compensation $0 · Total expenses $10K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $0 · Total expenses $10K
0%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Spent on programs 100%——
Spent on management, % of spending 0.04%——
Revenue growth 87%——
Investment manager fees, % of assets 0%——
Legal fees, % of spending 0%——
Accounting fees, % of spending 0%——
Paid fundraiser fees, % of spending 0%——

Straight from the Form 990 — descriptive, not an evaluation. A share is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Duglas Wright
Secretary
$0Pt VII · Sec A
See Milton Henry Foundation executive salaries →

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Governance & Policies

Part VI
  • 3Voting board membersPt VI · Ln 1a
  • –Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aNo
  • Whistleblower policyPt VI · Ln 13No
  • Document retention policyPt VI · Ln 14No
  • Top official’s pay independently reviewedPt VI · Ln 15aNo
  • Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

Supports groups assisting the community.

Provided by the organization

This section is blank until Milton Henry Foundation claims this page.

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Mission & Programs · Part III

Where the work happens

1 program service account for $4 of program spending, described in the organization's own filed words · FY2024.
01

To help support organizations that help the community.

$4program expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 1 grant · $10K · 2024–2024
Salvation ArmyFY2024$10,294

Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2025 Latest Viewing $42K$10K+87% 990 PDF
FY2024 $22K$3+254% 990 PDF
FY2023 $6K$3K-62% 990 PDF
FY2022 $16K$0+100% 990 PDF
FY2021 $8K—-15% 990 PDF
FY2020 $10K— 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Full filing: Form 990 for FY2025

Every line we hold from the return, cited to its Part and line.
Part VIII · Statement of revenue $41,656 across 7 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-3 Investment incomeExcluded from tax $23,812$23,812
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $17,844$17,844
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $17,844 · Excluded from tax $23,812$41,656
Part IX · Statement of functional expenses $10,298 across 30 lines filed
IX-1 Grants to domestic organizationsPrograms $10,294$10,294
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesManagement $4$4
IX-12 Advertising and promotion$0
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$0
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $10,294 · Management $4 · Fundraising $0$10,298
Part X · Balance sheet $824,164 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $1,000$16,513
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securitiesStart of year $789,834$805,679
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $1,972$1,972
X-16 Total assetsStart of year $792,806$824,164
X-26 Total liabilitiesStart of year $463,500$463,500
X-27 Net assets without donor restrictionsStart of year $329,306$360,664
X-32 Total net assets or fund balancesStart of year $329,306$360,664
X-33 Total liabilities and net assetsStart of year $792,806$824,164
Part XI · Reconciliation of net assets $360,664 net assets at year end
XI-1 Total revenue$41,656
XI-2 Total expenses$10,298
XI-3 Revenue less expenses$31,358
XI-4 Net assets at start of year$329,306
XI-10 Net assets at end of year$360,664

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More

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