2025-10-31T11:48:11-05:00 2024-12-31 113575844 Getzel Schiff & Pesce LLP 100 Crossways Park West Suite 403 Woodbury NY 11797 990PF 2024-01-01 814594769 The Irving and Phyllis Millstein Foundation for Animal Welfare Ltd IRVI 5168969008 1434 Mill Creek Drive Buffalo Grove IL 60089 Michael Randell President 8476507584 2025-10-31 1 1 Laurence Wald P00113018 5166928500 2025-10-31 2024 2025-03-06 01:10:19Z X 29347985 X X 600119 575236 1203760 8972644 1203760 1803879 1778996 449934 6384 303581 51746 543 39869 28601 0 7146 32478 1402 25224 8868 0 4434 35104 35104 0 16627 0 8314 4733 0 3550 266045 192184 43593 894136 235617 435711 1348100 1487100 2242236 235617 1922811 -438357 1543379 477725 499986 499986 869270 793417 793417 26840713 28007785 28007786 17256 17256 45481 46796 46796 28233189 29347984 29347985 1204 307 746000 607000 1588 6870 748792 614177 X 0 0 0 0 27484397 28733807 27484397 28733807 28233189 29347984 27484397 -438357 1687767 28733807 0 28733807 BANK OF AMERICA - DETAILS OF TRANSACTIONS AVAILABLE UPON REQUEST P 1809619 1780835 28784 28784 BANK OF AMERICA - DETAILS OF TRANSACTIONS AVAILABLE UPON REQUEST P 7160035 5988049 1171986 1171986 Capital Gains Dividends P 2990 2990 2990 1203760 21453 0 21453 0 21453 15740 0 30000 0 45740 407 23880 23880 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 https://www.ipmillsteinfoundation.org/ GETZEL SCHIFF PESCE LLP 5166928500 100 CROSSWAYS PARK WEST 403 WOODBURY NY 11797 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL D RANDELL 1434 Mill Creek Drive Buffalo Grove IL 60089 PRESIDENT 37.50 162326 50622 0 RICHARD E RANDELL 28 Howard St Suite 306 Burlington VT 05401 VICE PRESIDENT/TREASURER 37.50 132822 1112 0 PHILIP H RANDELL 1626 Lakeview Circle Yardsley PA 19067 VICE PRESIDENT 37.50 132186 12 0 JORIE L GRONEK 3121 Goldeneye Place Superior CO 80027 CORPORATE SECRETARY 1.00 7000 0 0 RICHARD NADELMAN 225 Central Park West New York NY 10024 DIRECTOR 1.00 7800 0 0 ROBERTA SPRING 360 Castle Drive Englewood Cliffs NJ 07632 DIRECTOR 1.00 7800 0 0 NONE 0 BANK OF AMERICA PRIVATE BANK TRUST OPERATIONS- PO BOX 830269 DALLAS TX 75283 INVESTMENT ADVISORY 191590 0 0 27427872 1980440 0 29408312 0 0 29408312 441125 28967187 1448359 1448359 21453 21453 1426906 0 1426906 0 1426906 1922811 0 1922811 1426906 0 0 537835 558040 1095875 1922811 0 0 0 1426906 495905 0 0 1591780 0 0 0 0 0 0 0 1591780 537835 558040 495905 X Michael Randell 1434 Mill Creek Drive Buffalo Grove IL 60089 5168969008 Michael@ipmillsteinfoundation.org Applying for a grant is by invitation only. None Please see Foundation website for further details. AMERICAN VETERAN SERVICE DOG ACADEMY (AVSDA) 4 Wild Plum Court Lemont IL 60439 501(c)(3) $82,500: For training and instruction of students and the veterinary care of service dogs that serve as companions to United States Armed Service veterans living with post-traumatic stress. The training is done in a community college setting, and funds are used for eligible participants' expenses. A portion of the funds were granted as a match during a fundraising appeal, which was conducted by a Chicago radio station. 82500 ANDERSON ANIMAL SHELTER 586 Palwaukee Drive Wheeling IL 60090 501(c)(3) $75,000: For low-or-no-cost community veterinary care, delivered in the community and administered as a Millstein Veterinary Project grant. The grant provided veterinary care to help keep pets in their homes and out of the shelter system. 75000 ANIMAL CARE CENTERS OF NEW YORK CITY 11 Park Place Suite 805 New York NY 10007 501(c)(3) $100,000: For the yearly costs of mobile veterinary clinics, which operate in Queens, Brooklyn, and Bronx counties. This Millstein Veterinary Project grant provided free vaccinations, microchips, other wellness care, and pet-care equipment to underserved communities. 100000 ANIMAL CARE LEAGUE 1011 Garfield Street Oak Park IL 60304 501(c)(3) $80,000: Third payment of a capital shelter development grant of $250K, to rebuild and expand their facility in Oak Park, IL to better serve the community. The grant included funds to rebuild a community resource center and clinic._ 80000 ANIMAL RESCUE FUND OF THE HAMPTONS 124 Daniels Hole Road East Hampton NY 11937 501(c)(3) $70,000: To support a capital campaign for state-of-the-veterinary care, training, and housing of cats and dogs, to prepare them for adoption. The grants supported a new kennel building, training center, catteries, dog holding rooms, lobby, and administrative spaces. 70000 ANIMAL RESCUE FUND OF THE HAMPTONS 124 Daniels Hole Road East Hampton NY 11937 501(c)(3) $65,000: To support the relocation of at-risk dogs from animal welfare partners located in the southern United States to its adoption facility in Long Island, New York. Funding supported the veterinary preparation of animals for transport and adoption. 65000 CENTRAL VERMONT HUMANE SOCIETY INC 1589 Vermont Route 14 South East Montpelier VT 05651 501(c)(3) $40,000: To support veterinary care services for cats and dogs in their foster care network or shelter. The Central Vermont Humane Society Serves Orange County and Washington County, Vermont. $30,000 was allocated to cats and dogs in need of extraordinary care. $10,000 supported spay or neuter surgeries. 40000 CHICAGO CANINE RESCUE FOUNDATION 5272 N Elston Avenue Chicago IL 60630 501(c)(3) $15,000: For veterinary care expenses for shelter animals, as well as foster animals, hosted by their network of animal foster families. Funds were applied to both outstanding and previously paid veterinary costs that occurred within the grant period. 15000 DART COMMAND CENTRAL INC 2169 Notch Road Jericho VT 05465 501(c)(3) $40,000: To further fund the development of a mobile software application that helps communities prepare and care for pets during natural disasters, such as floods and wildfires, and to manage temporary emergency pet shelters. 40000 DART COMMAND CENTRAL INC 2169 Notch Road Jericho VT 05465 501(c)(3) $25,000: To fund the development of a mobile software application that helps communities prepare and care for pets during natural disasters, and to manage temporary emergency pet shelters. Funding supported the development of application features, which have been evaluated during simulations, trainings, and emergencies, to track the care of dogs, cats, and other companion animals. 25000 EQUESTRIAN CONNECTION 872 S Milwaukee Road Libertyville IL 60048 501(c)(3) $27,000: A capital grant for fencing improvements or replacement for an outdoor arena and pasture on the Equestrian Connection property. The grant helps ensure the safety of therapy horses that assist with a variety of therapeutic programs for disabled children, young adults, and veterans. 27000 EVANSTON ANIMAL SHELTER ASSOCIATION 2310 Oakton Street Evanston IL 60202 501(c)(3) $20,260: For the purchase of surgical equipment to complete the new surgical facility at Evanston Animal Shelter. 20260 FLATBUSH CATS INC 2319 Nostrand Avenue Brooklyn NY 11210 501(c)(3) $15,000: A contrbution toward staff recruitment incentives. Flatbush Cats' clinic opened in 2023, and nonprofits who employ veterinary professionals must compete with for-profit veternianry providers when hiring staff. 15000 FLATBUSH CATS INC 2319 Nostrand Avenue Brooklyn NY 11210 501(c)(3) $6,140: For spay/neuter of shelter animals brought to the clinic from the Animal Care Centers of New York City. 6140 GREEN MOUNTAIN PUG RESCUE INC 283 Town Line Road Mendon VT 05701 501(c)(3) $20,000: To support higher than usual veterinary expenses that often occur among small-breed, short-snouted dogs. $10,000 supported pre-adoption veterinary expenses for dogs at GMPR, and $10,000 supported post-adoption veterinary care of dogs adopted through GMPR. Post-adoption funding was to help prevent surrenders by adopters who could not afford veterinary care. GMPR serves New England and New York. 20000 HEARTLAND ANIMAL SHELTER 586 Palwaukee Drive Wheeling IL 60090 501(c)(3) $53,200: To provide funding for a behavioral training program, the Dog Booster Program, designed to promote dog adoption and prevent euthanasia through enhanced animal training, adoption promotion, and training for adoptive owners. 53200 HEARTLAND ANIMAL SHELTER 586 Palwaukee Drive Wheeling IL 60090 501(c)(3) $45,000: Capital funding for facility improvements that were concurrent with repairs and restoration of the facility due to flood damage from a watermain break that occurred in June 2024. 45000 HUMANE SOCIETY OF CHITTENDEN COUNTY 142 Kindness Court South Burlington VT 05403 501(c)(3) $33,000: To support spay and neutering and other veterinary care services for canines owned by low-income residents of Chittenden County and Grand Isle County, Vermont. Funding under this Millstein Veterinary Project grant covered wellness exams, vaccinations, medications, and spay or neuter. 33000 HUMANE SOCIETY OF THE UNITED STATES 1255 23rd St NW Suite 450 Washington DC 20037 501(c)(3) $100,000: To support HSUS' Animal Rescue Team. The Team consists of highly-trained staff who work with and coordinate a national network of volunteer first-responders. The grant was used as matching funds for an online donation appeal to help fund the team. The grant supported moving shelter animals in advance of hurricanes and storms, reuniting animals with their owners after disasters, assisting shelters in disaster zones, and rescuing animals from mass cruelty situations. 100000 PAWS CHICAGO 1997 N Clybourn Ave Chicago IL 60614 501(c)(3) $75,000: Second payment of a three-year sponsorship of low-cost and no-cost veterinary services in low-income and underserved areas of Chicago. The procedures and surgeries are performed at PAWS Chicago Medical Center. 75000 PAWS OF WAR INC 127 Smithtown Boulevard Nesconset NY 11767 501(c)(3) $40,000: To provide free veterinary care for veterans, service members and first responders who cannot afford it. This Millstein Veterinary Project grant funded a series of free clinics for basic veterinary services throughout Long Island, NY. 40000 PET PANTRY OF LANCASTER COUNTY 26 Millersville Rd Lancaster PA 17603 501(c)(3) $50,000: To contribute to Pet Pantry of Lancaster County's capital campaign for its new Dog Adoption and Feral Cat Surgery Center. PPLC purchased a second building, which was already zoned for kenneling, to create the center. The grant supported upgrading the second building. 50000 PHILADELPHIA ANIMAL WELFARE SOCIETY 100 North Second Street Philadelphia PA 19106 501(c)(3) $60,000: To support dental services for cats and dogs in shelters in Philadelphia and to fund low-cost or no-cost care at PAWS Philadelphia's two veterinary clinics. Each were funded at $30,000. 60000 ROWAN UNIVERSITY FOUNDATION INC 201 Mullica Hill Road Glassboro NJ 08028 501(c)(3) $60,000: To contribute to the new Shreiber School of Veterinary Medicine. $50,000 dollars was granted for the endowment for the college, and $10,000 was provided as matching funds to raise money for needed veterinary equipment. Rowan University is building New Jersey's first veterinary school. 60000 RUTLAND COUNTY HUMANE SOCIETY INC 765 Stevens Road Pittsford VT 05763 501(c)(3) $7,500: To support new HVAC equipment installation at their shelter. The existing equipment failed, and the new equipment improved the health and safety of all shelter inhabitants. 7500 RYERSS FARM FOR AGED EQUINES 1710 Ridge Road Pottstown PA 19465 501(c)(3) $30,000: To replace the lighting system in a barn for approximately 60 equines. The new lighting system improved the safety and health of the animals and staff and lowered costs. 30000 RYERSS FARM FOR AGED EQUINES 1710 Ridge Road Pottstown PA 19465 501(c)(3) $40,000: To pay for specialty feed for the farm's elderly equines. This grant covered the rapid increase in the price of needed specialty feed, which occurred due to inflation. 40000 SCHWARZMAN ANIMAL MEDICAL CENTER (SAMC) 510 East 62nd Street New York NY 10065 501(c)(3) $50,000: To contribute to the Center's capital campaign, which has been funding the expansion of the medical center and the purchase of state-of-the-art equipment. 50000 SPAY ILLINOIS 1997 N Clybourn Ave Chicago IL 60014 501(c)(3) $45,000: Funding for specialized equipment in their special surgery suite, special surgery prep-room, and dental suite in their new full-service facility 45000 SPECIAL EQUESTRIANS PO Box 1001 Washington PA 18976 501(c)(3) $25,000: To fund the repair and improvement of fencing, and the purchases of a towable footing groomer, TruTex footing and hay. 25000 TLC CENTERS FOR THERAPY (DREAM RIDERS) 4701 N Oak Street Crystal Lake IL 60012 501(c)(3) $70,000: For the annual cost of physical care of therapy horses that assist with physical therapy for disabled youth and young adults, and to support the cost of direct care of the Center's retired horses that reside at the facility. 70000 VERMONT COMPANION ANIMAL NEUTERING INC 19A Bailey Meadows Road Middlesex VT 05602 501(c)(3) $10,000: To support routine veterinary care for cats and dogs whose owners were experiencing financial hardships. This Millstein Veterinary Project grant funded initial exams, vaccinations, medications, spay or neuter, and emergency surgeries or procedures at no cost to pet owners._ 10000 WITNESS TO INNOCENCE 1501 Cherry Street Philadelphia PA 19102 501(c)(3) $12,500: To replenish a companion animal program for death row exonerees that was co-created by the Foundation and Witness to Innocence. Many of the exonerees have pets or service animals and financial hardships. The companion animal program funds veterinary care of their animals, pet food and supplies. 12500 1487100 ANIMAL CARE CENTERS OF NEW YORK CITY 11 Park Place Suite 805 New York NY 10007 501(c)(3) Funding for no-cost vaccines, microchipping and wellness clinics for pets. 200000 CHICAGO CANINE RESCUE FOUNDATION 5272 N Elston Avenue Chicago IL 60630 501(c)(3) Veterinary Care for fostered dogs and dogs in the care of the shelter. 20000 HEARTLAND ANIMAL SHELTER 586 Palwaukee Drive Wheeling IL 60090 501(c)(3) Capital grant for facility improvements. 78000 HUMANE SOCIETY OF CHITTENDEN COUNTY 142 Kindness Court South Burlington VT 05403 501(c)(3) Program funding for canine neutering and veterinary care. 34000 LONG ISLAND UNIVERSITY 700 Northern Boulevard Greenvale NY 11548 501(c)(3) Scholarship endowment for veterinary students focusing in shelter medicine. 60000 PAWS CHICAGO 1997 N Clybourn Ave Chicago IL 60014 501(c)(3) Sponsored care for animals in underserved areas of Chicago. 60000 ROWAN UNIVERSITY FOUNDATION INC 201 Mullica Hill Road Glassboro NJ 08028 501(c)(3) Contribution to the endowment for the new Shreiber School of Veterinary Medicine. 50000 SPAY ILLINOIS 2765 Maple Ave Lisle IL 60532 501(c)(3) For specialized surgical suite, dental suite, and pre-op room equipment. 105000 607000 14 600119 18 1203760 0 1803879 0 1803879 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 32478 1402 25224 INVESTMENT PORTFOLIO HELD AT BANK OF AMERICA FMV 19977449 28007786 UNREALIZED GAINS FMV 8030336 0 LEGAL FEES 28601 0 7146 ACCRUED INCOME 44231 44881 44881 SECURITY DEPOSITS 990 1915 1915 PREPAID TAXES 260 0 0 FILING FEES 750 0 0 PAYROLL TAXES 35288 494 24084 PAYROLL SERVICE 13929 0 6964 OFFICE EXPENSES 22664 0 11332 BUSINESS MEALS 320 0 160 INVESTMENT FEES AND COSTS 191590 191590 0 WEBSITE HOSTING 1404 0 1053 INTEREST EXPENSE 100 100 0 Change in Unrealized Value of Investments 1687767 FEDERAL TAX 838 6120 NEW YORK STATE DEPARTMENT OF LAW 750 750 IT SUPPORT 8309 0 4155 PHOTOGRAPHY SERVICES 559 0 279 FEDERAL TAX 21860 21860 0 FOREIGN TAXES 13244 13244 0