Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 06-01-2022 , and ending 05-31-2023
Name of foundation
MILLSTONE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)7733 FORSYTH BLVD 1525
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST LOUIS, MO63105
A Employer identification number

43-6027373
B Telephone number (see instructions)

(314) 450-7803
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$8,523,831J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 66,846 66,846  
4 Dividends and interest from securities... 81,670 81,670  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 345,855
b Gross sales price for all assets on line 6a 1,074,322
7 Capital gain net income (from Part IV, line 2)... 284,477
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
0 8,917  
12 Total. Add lines 1 through 11........ 494,371 441,910  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 72,000 36,000   36,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18,600 9,300   9,300
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
9,146 4,573   4,573
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
15,950 2,754   2,754
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 24,715 12,358   12,357
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18,659 16,907   1,752
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 159,070 81,892   66,736
25 Contributions, gifts, grants paid....... 713,920 713,920
26 Total expenses and disbursements. Add lines 24 and 25 872,990 81,892   780,656
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -378,619
b Net investment income (if negative, enter -0-) 360,018
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 830,421 135,817 135,817
2 Savings and temporary cash investments......... 88,360 37,638 37,638
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow810,422
Less: allowance for doubtful accounts right arrow0 757,733 810,422 810,422
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
98,786 		99,900
b Investments—corporate stock (attach schedule)....... 2,755,822 Click to see attachment
List of Attached Documents:
// Content
2,932,246 		3,895,262
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,120,056 Click to see attachment
List of Attached Documents:
// Content
1,114,947 		3,514,359
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
30,433 		Click to see attachment
List of Attached Documents:
// Content
30,433
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,552,392 5,160,289 8,523,831
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
13,484 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 13,484 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 5,538,908 5,160,289
29 Total net assets or fund balances (see instructions)..... 5,538,908 5,160,289
30 Total liabilities and net assets/fund balances (see instructions). 5,552,392 5,160,289
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,538,908
2
Enter amount from Part I, line 27a .....................
2
-378,619
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,160,289
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,160,289
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a MORGAN STANLEY - 1471 PUBLICLY TRADED SECURITES P 2022-05-31 2023-05-31
b MORGAN STANLEY - 2531 PUBLICLY TRADED SECURITES P 2022-05-31 2023-05-31
c ARROWROCK DISTRIBUTION IN EXCESS OF BASIS P 2022-05-31 2023-05-31
d CAPITAL GAINS DIVIDENDS P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 609,112   378,083 231,029
b 398,695   350,384 48,311
c 61,378   61,378 0
d 5,137     5,137
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       231,029
b       48,311
c       0
d       5,137
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 284,477
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 5,004
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 5,004
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,004
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 18,880
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,880
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 13,876
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow13,876 Refundedright arrow 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowROBERT D MILLSTONE Telephone no.right arrow (314) 721-1932

Located atright arrow7733 FORSYTH BLVD SUITE 1525ST LOUISMO ZIP+4right arrow63105
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2022 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2022.) .....................
3b
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ROBERT D MILLSTONE PRESIDENT & DIRECTOR
0.00 		0 0 0
7701 FORSYTH BLVD SUITE 925
ST LOUIS,MO63105
COLLEEN MILLSTONE DIRECTOR
20.00 		72,000 0 0
7701 FORSYTH BLVD SUITE 925
ST LOUIS,MO63105
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,974,622
b
Average of monthly cash balances.......................
1b
412,440
c
Fair market value of all other assets (see instructions)................
1c
4,250,436
d
Total (add lines 1a, b, and c).........................
1d
8,637,498
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
8,637,498
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
129,562
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,507,936
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
425,397
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
425,397
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,004
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
3,763
c
Add lines 2a and 2b............................
2c
8,767
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
416,630
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
416,630
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
416,630
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
780,656
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
780,656
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 416,630
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 203,227
b From 2018...... 389,046
c From 2019...... 264,106
d From 2020...... 238,486
e From 2021...... 333,618
f Total of lines 3a through e ........ 1,428,483
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 780,656
a Applied to 2021, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2022 distributable amount..... 416,630
e Remaining amount distributed out of corpus 364,026
5 Excess distributions carryover applied to 2022. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,792,509
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		203,227
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		1,589,282
10 Analysis of line 9:
a Excess from 2018.... 389,046
b Excess from 2019.... 264,106
c Excess from 2020.... 238,486
d Excess from 2021.... 333,618
e Excess from 2022.... 364,026
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2022, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ROBERT D MILLSTONE
7733 FORSYTH BLVD STE 1525
ST LOUIS,MO63105
(314) 721-8815
bThe form in which applications should be submitted and information and materials they should include:
IN WRITTEN FORM WITH COMPLETE INFORMATION
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BIXBY MEMORIAL LIBRARY

258 MAIN STREET
VERGENNES,VT05491 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 2,000

CENTER FOR CREATIVE ARTS (COCA)

6880 WASHINGTON AVE
ST LOUIS,MO63130 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 15,000

CENTRAL REFORM CONGREGATION

5010 WATERMAN
ST LOUIS,MO63108 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 5,000

CROWN CENTER

671 PROSPECT PL
BROOKLYN,NY11216 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 1,000

CYSTIC FIBROSIS FOUNDATION

8251 MARYLAND AVE SUITE 16
CLAYTON,MO63105 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 10,000

HAWTHORN LEADERSHIP SCHOOL FOUNDATION

1901 N KINGSHIGHWAY BLVD
ST LOUIS,MO63113 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 5,000

HEBREW UNION COLLEGE

BROOKDALE CENTER ONE WEST FOURTH ST
NEW YORK,NY10012 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 66,000

JEWISH COMMUNITY CENTER

12 MILLSTONE CAMPUS DRIVE
ST LOUIS,MO63146 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 81,800

JEWISH COMMUNITY RELATION COUNCIL

12 MILLSTONE CAMPUS DRIVE
ST LOUIS,MO63146 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 3,600

JEWISH FEDERATION OF ST LOUIS

12 MILLSTONE CAMPUS DRIVE
ST LOUIS,MO63146 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 51,800

LAKE CHAMPLAIN LAND TRUST

1 MAIN ST
BURLINGTON,VT05401 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 1,000

NATIONAL COUNCIL OF JEWISH WOMEN

295 N LINDBERGH BLVD
ST LOUIS,MO63141 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 27,700

NCCJ STL

1405 PINE STREET SUITE 202
ST LOUISE,MO63103 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 1,000

PLANNED PARENTHOOD OF SLR

4251 FOREST PARK AVE
ST LOUIS,MO63108 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 50,000

REGIONAL BUSINESS COUNCIL

7701 FORSYTH BLVD 205
ST LOUIS,MO63105 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 15,000

REPRODUCTIVE HEALTH SERVICES

4251 FOREST PARK AVE
ST LOUIS,MO63108 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 50,000

SAUL MIROWITZ JEWISH COMMUNITY SCHOOL

348 S MASON RD
ST LOUIS,MO63141 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 25,000

SLAM1TD INC

188 ALLEN BROOK LANE
WILLISTON,VT05495 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 15,000

ST JOHN VIANNEY

1311 SOUTH KIRKWOOD ROAD
ST LOUIS,MO63122 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 1,000

ST LOUIS JEWISH LIGHT

PO BOX 78369
ST LOUIS,MO63178 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 1,000

ST LOUIS KAPLAN FELDMAN HOLOCAUST MUSEUM

36 MILLSTONE CAMPUS DR
ST LOUIS,MO63146 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 40,000

THE FOUNDATION FOR BARNES-JEWISH HOSPITAL

WEST1001 HIGHLANDS PLAZA DR 140
ST LOUIS,MO63110 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 18,000

THE WOMEN'S BAKERY

1031 33RD STREET 174
DENVER,CO80205 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 5,000

UNITED HEBREW CONGREGATION

13788 CONWAY ROAD
ST LOUIS,MO63141 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 10,540

UNITED WAY OF GREATER ST LOUIS

910 NORTH 11TH ST
ST LOUIS,MO63101 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 10,000

UNIVERSITY OF VERMONT FOUNDATION

411 MAIN STREET
BURLINGTON,VT05401 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 100,000

VERMONT CHILDREN'S TRUST FOUNDATION

95 ST PAUL ST
BURLINGTON,VT05401 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 3,500

WASHINGTON UNIVERSITY IN ST LOUIS

1 BROOKINGS DRIVE
ST LOUIS,MO63130 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 50,000

WHITFIELD SCHOOL

175 S MASON RD
ST LOUIS,MO63141 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 20,000

4 PAWS FOR ABILITY

17607 191ST STREET
PLEASANT HILL,MO64080 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 500

AJC

7751 CARONDELET AVE
CLAYTON,MO63105 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 1,800

BAYADA HOSPICE

777 CRAIG RD SUITE 125
CREVE COEUR,MO63141 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 2,500

CONGREGATION SHAARE EMETH

11645 LADUE RD
ST LOUIS,MO63141 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 1,000

JEWISH FEDERATION OF GREATER PITTSBURGH

2000 TECHNOLOGY DR
PITTSBURGH,PA15219 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 180

OASIS

5035 GRAVOIS AVE
ST LOUIS,MO63116 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 10,000

SHAKESPEARE FESTIVAL

3333 WASHINGTON AVE 203
ST LOUIS,MO63103 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 2,000

SHARP HEALTHCARE FOUNDATION

8695 SPECTRUM CNETER BLVD
SAN DIEGO,CA92123 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 10,000

ST LOUIS MEN'S GROUP AGAINST CANCER

12951 OLVIE BLVD
ST LOUIS,MO63141 		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 1,000
Total .................................right arrow 3a 713,920
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    01 66,846  
4 Dividends and interest from securities ....     01 81,670  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     01    
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 345,855  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 494,371 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
494,371
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2022)
Form 990-PF (2022)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
MILLSTONE FOUNDATION
EIN:
43-6027373
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING SERVICES 18,600 9,300   9,300

TY 2022 InvestmentsCorpStockSchedule
Name:
MILLSTONE FOUNDATION
EIN:
43-6027373
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC COM 51,029 78,634
ACCENTURE PLC IRELAND CL A (CAN) 29,624 33,039
AIR PROD & CHEM INC 23,361 28,260
ALIGN TECHNOLOGY (ALGN) 31,540 35,333
ALPHABET INC CL A 11,972 90,924
AMAZON COM INC 102,314 80,789
AMERIPRISE FINCL INC (AMP) 63,932 73,125
AMETEK INC 20,005 36,993
APPLE INC 21,944 110,781
APPLIED MATERIALS INC 39,195 70,916
AUTOMATIC DATA PROCESSING 26,065 31,349
BELLRING BRANDS INC 27,044 47,533
BLACKROCK INC 27,250 32,878
BLACKSTONE INC (BX) 61,649 56,522
BOOZ ALLEN HAMILTON HLDG CL-A (BAH) 71,566 89,013
BRISTOL MYERS SQUIBB CO 25,216 26,420
CARLYLE GROUP INC (CG) 72,947 55,999
CDW CORPORATION (CDW) 61,607 66,959
CENTENE CORPORATION 35,234 38,070
CHARLES RIVER LABS INTL INC (CRL) 35,966 29,974
CHEVRON CORPORATION 34,070 43,680
COMCAST CORP CLASS A 25,026 25,971
COPART INC (CPRT) 46,190 63,065
CROWN CASTLE INTL CORP 47,035 45,284
D R HORTON INC 20,438 57,694
DANAHER CORPORATION 13,661 80,367
DODGE & COX INTERNATIONAL STOCK 120,000 133,757
EATON CORP 16,863 52,770
EMERSON ELECTRIC COMPANY 17,184 26,411
FAIR ISAAC & CO INC (FICO) 33,503 39,384
FERGUSON PLC (FERG) 31,572 34,728
FORTNET INC (FTNT) 25,903 34,028
GARMIN LTD (GRMN) 31,218 31,151
GILEAD SCIENCE 28,002 27,929
HOME DEPOT INC (HD) 60,999 54,706
HOULIHAN LOKEY INC CL A (HLI) 19,623 18,772
ISHARES CORE MSCI EAFE ETF 219,258 231,435
ISHARES CORE MSCI EMERGING 91,282 92,067
ISHARES CORE S&P SMALL CAP E 50,171 68,583
ISHARES INTL SELECT DIV ETF 61,125 51,542
ISHARES MSCI GROWTH INDEX 74,986 109,917
ISHARES RUSSELL 2000 VALUE INDEX 42,950 76,449
ISHARES S&P MIDCAP 400 INDEX 50,022 68,222
ISHARES S&P MID-CAP 400V ETF 50,335 74,676
ISHARES SMALL CAP 600 G ETF 50,348 63,908
JP MORGAN CHASE & CO 16,027 51,570
LIFE STORAGE INC 15,241 29,937
MARVELL TECH GROUP 12,135 43,575
MASTERCARD INC. 6,557 85,780
MICROSOFT CORPORATION 126,689 182,585
MONSTER BEVERAGE CORP NEW COMM 27,952 39,275
MORGAN STANLEY 20,449 29,842
NEXTERA ENERGY INC (NEE) 62,164 58,034
NORTHROP GRUMMAN CP (HLDG CO) 16,020 19,597
ORACLE CORPORATION 14,735 28,604
PEPSICO INC. 16,789 35,558
PIONEER NATURAL RESOURCES CO (PXD) 84,474 67,809
POST HOLDINGS INC. 22,803 34,409
PRINCIPAL FINANCIAL GROUP INC. 7,887 19,311
PROCTER & GAMBLE COMPANY 10,390 19,238
TEXAS INSTRUMENTS (TXN) 26,630 26,604
TRACTOR SUPPLY CO (TSCO) 30,156 31,648
TWEEDY, BROWNE GLOBAL VALUE 133,450 148,874
UNITED RENTALS 29,033 66,758
UNITEDHEALTH GP INC (UNH) 94,136 99,884
VISA INC CL A (V) 57,305 56,363

TY 2022 InvestmentsGovtObligationsSch
Name:
MILLSTONE FOUNDATION
EIN:
43-6027373
US Government Securities - End of Year Book Value:

98,786
US Government Securities - End of Year Fair Market Value:

99,900
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2022 InvestmentsOtherSchedule2
Name:
MILLSTONE FOUNDATION
EIN:
43-6027373
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENT: BRIGHTSTAR PARTNERS AT COST 5,258 25,799
INVESTMENT: LC CO-INVEST HOLDINGS, LP AT COST 270,495 1,267,847
INVESTMENT: LOCKERDOME AT COST 100,000 100,000
INVESTMENT: MCA TALOS CO-INVEST AT COST 64,550 152,199
INVESTMENT: MEDIBEACON AT COST 229,644 1,837,532
INVESTMENT: NF COINVESTOR LLC AT COST 445,000 130,982

TY 2022 OtherAssetsSchedule
Name:
MILLSTONE FOUNDATION
EIN:
43-6027373
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PREPAID TAXES   30,433 30,433


TY 2022 OtherExpensesSchedule
Name:
MILLSTONE FOUNDATION
EIN:
43-6027373
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 15,154 15,154   0
OFFICE EXPENSES 1,123 562   561
COMPUTER AND INTERNET EXPENSES 2,382 1,191   1,191


TY 2022 OtherIncomeSchedule2
Name:
MILLSTONE FOUNDATION
EIN:
43-6027373
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ARROWROCK 0 8,428 0
BRIGHTSTAR C P FUND I 0 -274 0
BRIGHTSTAR C P FUND I AIV 0 2,014 0
BRIGHTSTAR C P FUND I AIV 2 0 -1,059 0
BRIGHTSTAR C P FUND AIV 3 0 118 0
BRIGHTSTAR C P FUND AIV 4 0 -310 0


TY 2022 OtherLiabilitiesSchedule
Name:
MILLSTONE FOUNDATION
EIN:
43-6027373
Description Beginning of Year - Book Value End of Year - Book Value
FEDERAL EXCISE TAX PAYABLE 10,446 0
UBTI TAX PAYABLE 3,038 0


TY 2022 OtherProfessionalFeesSchedule
Name:
MILLSTONE FOUNDATION
EIN:
43-6027373
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
IT CONSULTING SERVICES 9,146 4,573   4,573


TY 2022 TaxesSchedule
Name:
MILLSTONE FOUNDATION
EIN:
43-6027373
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 5,508 2,754   2,754
EXCISE TAXES 5,033 0   0
UBTI TAX 5,409 0   0