Nonprofit · EIN 52-1472819
MILLSTREAM FUND INC
Tax-exempt · TYSONS, VA 22102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $5,883,187 | $2,321,404 | $3,561,783 | $20,453,654 | $0 | $20,453,654 |
| November 30, 2024 | 990-PF | $3,788,554 | $2,644,747 | $1,143,807 | $16,891,871 | $0 | $16,891,871 |
| November 30, 2023 | 990-PF | $2,777,474 | $2,397,139 | $380,335 | $15,748,064 | $0 | $15,748,064 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $2,040,000
- Dividends
- $152,094
- Interest
- $13,638
- Net gain from sales of assets
- $3,677,455
Expenses
- Grants and similar amounts paid
- $2,100,334
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,111,849
- Excise tax on investment income
- $50,507
Balance sheet and other
- Total assets, start of year
- $16,891,871
- Total assets, end of year
- $20,453,654
- Total liabilities, end of year
- $0
- Net assets, end of year
- $20,453,654
- Fair market value of assets
- $35,936,708
- Qualifying distributions
- $2,111,849
- Net investment income
- $3,843,187
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOPE ALDRICH C/O WITHUMSMITHBROWN PC, 1800 TYSONS BOULEVARD SUITE 800, TYSONS, VA 22102 | PRESIDENT | 1 | $0 |
| PHOEBE JANE WINTHROP 3722 BENTON STREET NW, WASHINGTON, DC 20007 | SECRETARY | 1 | $0 |
990-PF for the year ended November 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOPE ALDRICH C/O WITHUMSMITHBROWN PC, 4600 EAST WEST HIGHWAY, BETHESDA, MD 208143423 | PRESIDENT | 1 | $0 |
| PHOEBE JANE WINTHROP 3722 BENTON STREET NW, WASHINGTON, DC 20007 | SECRETARY | 1 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOPE ALDRICH C/O WITHUMSMITHBROWN PC, 4600 EAST WEST HIGHWAY, BETHESDA, MD 208143423 | PRESIDENT | 1 | $0 |
| PHOEBE JANE WINTHROP 3722 BENTON STREET NW, WASHINGTON, DC 20007 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1800 TYSONS BLVD STE 800, TYSONS, VA 22102-4261
- In care of
- % SEAN URBANY
- Signed the 990-PF
- PHOEBE JANE WINTHROP, SECRETARY-TREASURER
- Phone
- (301) 272-6000
- Return prepared by
- WITHUMSMITHBROWNPC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 52-1472819
- 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
- 1986
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $20,453,654
- Income (IRS master file)
- $12,233,310
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $5,883,187 | $2,321,404 | $20,453,654 | XML |
| 990-PF | November 2024 | $3,788,554 | $2,644,747 | $16,891,871 | XML |
| 990-PF | November 2023 | $2,777,474 | $2,397,139 | $15,748,064 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 52-1472819).
Questions about MILLSTREAM FUND INC
- What is the EIN of MILLSTREAM FUND INC?
- The employer identification number (EIN) of MILLSTREAM FUND INC is 52-1472819.
- Is MILLSTREAM FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to MILLSTREAM FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MILLSTREAM FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MILLSTREAM FUND INC due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MILLSTREAM FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of MILLSTREAM FUND INC?
- The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does MILLSTREAM FUND INC have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $5,883,187, expenses of $2,321,404 and total assets of $20,453,654 at year end.
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