Nonprofit · EIN 45-5206429
MILLSTEIN FOUNDATION INC
Tax-exempt · NAPLES, FL 34105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $202,659 | $107,334 | $95,325 | $1,521,615 | $0 | $1,521,615 |
| June 30, 2024 | 990-PF | $94,662 | $101,194 | -$6,532 | $1,426,290 | $0 | $1,426,290 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $74,494
- Net gain from sales of assets
- $128,165
Expenses
- Grants and similar amounts paid
- $85,990
- Disbursements for charitable purposes
- $85,990
- Excise tax on investment income
- $2,520
Balance sheet and other
- Total assets, start of year
- $1,426,290
- Total assets, end of year
- $1,521,615
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,521,615
- Fair market value of assets
- $1,772,521
- Qualifying distributions
- $85,990
- Net investment income
- $202,659
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK MILLSTEIN 7478 LITTLE LANE UNIT 601, NAPLES, FL 341057369 | TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK MILLSTEIN 7478 LITTLE LANE UNIT 601, NAPLES, FL 341057369 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 7478 LITTLE LN UNIT 601, NAPLES, FL 34105-7369
- In care of
- % JACK MILLSTEIN
- Signed the 990-PF
- JACK MILLSTEIN, TRUSTEE
- Phone
- (412) 979-6542
- Return prepared by
- RD HOAG AND ASSOCIATES 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-5206429
- 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
- 2012
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,521,615
- Income (IRS master file)
- $329,409
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $202,659 | $107,334 | $1,521,615 | XML |
| 990-PF | June 2024 | $94,662 | $101,194 | $1,426,290 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 45-5206429).
Questions about MILLSTEIN FOUNDATION INC
- What is the EIN of MILLSTEIN FOUNDATION INC?
- The employer identification number (EIN) of MILLSTEIN FOUNDATION INC is 45-5206429.
- Is MILLSTEIN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to MILLSTEIN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MILLSTEIN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MILLSTEIN FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MILLSTEIN FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of MILLSTEIN FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does MILLSTEIN FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $202,659, expenses of $107,334 and total assets of $1,521,615 at year end.
Other nonprofits in NAPLES
- ADAM AND JOHN BROWN FOUNDATION INC EIN 33-3812313 · last filed 990-PF for 2025
- NAPLES CHILDREN FOUNDATION INC EIN 65-1001650 · last filed 990 for 2025
- CLOVERFIELDS FOUNDATION EIN 20-1919362 · last filed 990-PF for 2024
- DAVID AND TRACY LOCKTON FAMILY FOUNDATION EIN 84-6555083 · last filed 990-PF for 2025
- STARABILITY FOUNDATION INC EIN 59-2516162 · last filed 990 for 2025
- J & J FAMILY FOUNDATION TR EIN 20-6077711 · last filed 990-PF for 2024
- SAGE & DICE FOUNDATION EIN 20-6771152 · last filed 990-PF for 2025
- BRUCE AND DEBORAH DUNCAN FOUNDATION EIN 20-3871657 · last filed 990-PF for 2025
All nonprofits in NAPLES · Florida · Philanthropy, voluntarism and grantmaking foundations