Nonprofit · EIN 27-3980980
MILMAN-KOVER FAMILY CHARITABLE FOUNDATION TRUST
Tax-exempt · SARASOTA, FL 34236
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990-PF | $19,095 | $131,280 | -$112,185 | $1,028,122 | $5,479 | $1,022,643 |
Financial details: 990-PF for the year ended December 31, 2023
Revenue
- Dividends
- $19,343
- Interest
- $279
- Net gain from sales of assets
- -$527
Expenses
- Grants and similar amounts paid
- $130,000
- Disbursements for charitable purposes
- $130,000
- Excise tax on investment income
- $273
Balance sheet and other
- Total assets, start of year
- $1,139,107
- Total assets, end of year
- $1,028,122
- Total liabilities, end of year
- $5,479
- Net assets, end of year
- $1,022,643
- Fair market value of assets
- $971,466
- Qualifying distributions
- $130,000
- Net investment income
- $19,622
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN MILMAN 35 WATERGATE DRIVE 1102, SARASOTA, FL 34236 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 35 WATERGATE DR STE 1102, SARASOTA, FL 34236-3503
- Signed the 990-PF
- SUSAN MILMAN, TRUSTEE
- Phone
- (941) 308-7001
- Return prepared by
- AUERBACH SCURA COHEN & BAUM LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | Not on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-3980980
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,028,122
- Income (IRS master file)
- $107,405
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2023 | $19,095 | $131,280 | $1,028,122 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-3980980).
Questions about MILMAN-KOVER FAMILY CHARITABLE FOUNDATION TRUST
- What is the EIN of MILMAN-KOVER FAMILY CHARITABLE FOUNDATION TRUST?
- The employer identification number (EIN) of MILMAN-KOVER FAMILY CHARITABLE FOUNDATION TRUST is 27-3980980.
- Is MILMAN-KOVER FAMILY CHARITABLE FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to MILMAN-KOVER FAMILY CHARITABLE FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MILMAN-KOVER FAMILY CHARITABLE FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MILMAN-KOVER FAMILY CHARITABLE FOUNDATION TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MILMAN-KOVER FAMILY CHARITABLE FOUNDATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2023.
- Who are the officers and directors of MILMAN-KOVER FAMILY CHARITABLE FOUNDATION TRUST?
- The 990-PF for the year ended December 31, 2023 lists 1 person; 0 received compensation from the organization.
- How much revenue does MILMAN-KOVER FAMILY CHARITABLE FOUNDATION TRUST have?
- On its 990-PF for the year ended December 31, 2023 it reported revenue of $19,095, expenses of $131,280 and total assets of $1,028,122 at year end.
Other nonprofits in SARASOTA
- COMMUNITY FOUNDATION OF SARASOTA COUNTY INC EIN 59-1956886 · last filed 990 for 2025
- CHARLES AND MARGERY BARANCIK FOUNDATION EIN 36-3442474 · last filed 990-PF for 2025
- NEMA FOUNDATION INC EIN 27-4357830 · last filed 990 for 2024
- THE PATTERSON FOUNDATION EIN 65-6230256 · last filed 990-PF for 2025
- AD IMPACT EIN 81-4562993 · last filed 990-PF for 2025
- THE JEWISH FEDERATION OF SARASOTA-MANATEE INC EIN 59-1227747 · last filed 990 for 2024
- LOUIS AND GLORIA FLANZER PHILANTRHOPIC TR EIN 14-6285967 · last filed 990-PF for 2024
- BRIAN AND SHEILA JELLISON FAMILY FOUNDATION EIN 83-2115946 · last filed 990-PF for 2025
All nonprofits in SARASOTA · Florida · Philanthropy, voluntarism and grantmaking foundations