Nonprofit · EIN 13-3922759
ARTHUR AND PHYLLIS MILTON FOUNDATION INC
Tax-exempt · PURCHASE, NY 10577
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $74,998 | $65,837 | $9,161 | $628,927 | $0 | $628,927 |
| December 31, 2024 | 990-PF | $67,574 | $14,069 | $53,505 | $623,146 | $0 | $623,146 |
| December 31, 2023 | 990-PF | $35,457 | $25,402 | $10,055 | $571,474 | $0 | $571,474 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $29,131
- Net gain from sales of assets
- $45,867
Expenses
- Grants and similar amounts paid
- $40,000
- Compensation of officers, directors and key employees
- $10,000
- Disbursements for charitable purposes
- $50,627
- Excise tax on investment income
- $786
Balance sheet and other
- Total assets, start of year
- $623,146
- Total assets, end of year
- $628,927
- Total liabilities, end of year
- $0
- Net assets, end of year
- $628,927
- Fair market value of assets
- $918,313
- Qualifying distributions
- $50,627
- Net investment income
- $70,489
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID GOTTERER 20155 BOCA WEST DRIVE C606, BOCA RATON, FL 33434 | VP/TREASURER | 1 | $5,000 |
| JAMES PURDY 1 ROCKEFELLER PLAZA, NEW YORK, NY 10020 | SECRETARY | 1 | $5,000 |
| PHYLLIS MILTON 102 BROADVIEW AVENUE, PURCHASE, NY 10577 | PRESIDENT | 1 | $0 |
| STEPHEN CONTE 36 MEADWOOD PATH, NEW ROCHELLE, NY 10804 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHYLLIS MILTON 102 BROADVIEW AVENUE, PURCHASE, NY 10577 | PRESIDENT | 1 | $0 |
| DAVID GOTTERER 7419 SEDONA WAY, DELRAY BEACH, NY 33446 | VP/TREASURER | 1 | $0 |
| JAMES PURDY 1 ROCKEFELLER PLAZA, NEW YORK, NY 10020 | SECRETARY | 1 | $0 |
| STEPHEN CONTE 36 MEADWOOD PATH, NEW ROCHELLE, NY 10804 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID GOTTERER 7419 SEDONA WAY, DELRAY BEACH, NY 33446 | VP/TREASURER | 1 | $5,000 |
| JAMES PURDY 1 ROCKEFELLER PLAZA, NEW YORK, NY 10020 | SECRETARY | 1 | $5,000 |
| PHYLLIS MILTON 12 DORAL GREENS DRIVE EAST, RYE BROOK, NY 10573 | PRESIDENT | 1 | $0 |
| STEPHEN CONTE 36 MEADWOOD PATH, NEW ROCHELLE, NY 10804 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 102 BROADVIEW AVE APT E426, PURCHASE, NY 10577-1943
- In care of
- % ARTHUR MILTON
- Signed the 990-PF
- PHYLLIS MILTON, PRESIDENT
- Phone
- (914) 939-0554
- Return prepared by
- COHNREZNICK ADVISORY 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 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3922759
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21J)
- Assets (IRS master file)
- $628,927
- Income (IRS master file)
- $188,907
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $74,998 | $65,837 | $628,927 | IRS |
| 990-PF | December 2024 | $67,574 | $14,069 | $623,146 | IRS |
| 990-PF | December 2023 | $35,457 | $25,402 | $571,474 | 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 13-3922759).
Questions about ARTHUR AND PHYLLIS MILTON FOUNDATION INC
- What is the EIN of ARTHUR AND PHYLLIS MILTON FOUNDATION INC?
- The employer identification number (EIN) of ARTHUR AND PHYLLIS MILTON FOUNDATION INC is 13-3922759.
- Is ARTHUR AND PHYLLIS MILTON FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to ARTHUR AND PHYLLIS MILTON FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ARTHUR AND PHYLLIS MILTON FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ARTHUR AND PHYLLIS MILTON FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ARTHUR AND PHYLLIS MILTON FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ARTHUR AND PHYLLIS MILTON FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 2 received compensation from the organization, the highest $5,000 (DAVID GOTTERER, VP/TREASURER).
- How much revenue does ARTHUR AND PHYLLIS MILTON FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $74,998, expenses of $65,837 and total assets of $628,927 at year end.
Other nonprofits in PURCHASE
- SUSAN S & KENNETH WALLACH FOUNDATION EIN 13-7147899 · last filed 990-PF for 2025
- SOMPO FOUNDATION EIN 93-4649014 · last filed 990-PF for 2024
- THE CENTRAL NATIONAL-GOTTESMAN FOUNDATION EIN 13-3047546 · last filed 990-PF for 2025
- THE KIM AND DAVID WAGMAN FOUNDATION EIN 20-2578755 · last filed 990-PF for 2025
- LANCE R WACHENHEIM FOUNDATION EIN 26-1497632 · last filed 990-PF for 2025
- DINA AND ANDREW WALLACH FOUNDATION EIN 45-4799778 · last filed 990-PF for 2025
- WU AND YAN FAMILY FOUNDATION EIN 92-0661671 · last filed 990-PF for 2025
- BETH AND IRA LEVENTHAL FOUNDATION EIN 13-4092955 · last filed 990-PF for 2024
All nonprofits in PURCHASE · New York · Philanthropy, voluntarism and grantmaking foundations