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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
The Irving and Phyllis Millstein
Foundation for Animal Welfare Ltd
Number and street (or P.O. box number if mail is not delivered to street address)1434 Mill Creek Drive
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Buffalo Grove, IL60089
A Employer identification number

81-4594769
B Telephone number (see instructions)

(516) 896-9008
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$29,347,985J 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      
4 Dividends and interest from securities... 600,119 575,236  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,203,760
b Gross sales price for all assets on line 6a 8,972,644
7 Capital gain net income (from Part IV, line 2)... 1,203,760
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).......      
12 Total. Add lines 1 through 11........ 1,803,879 1,778,996  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 449,934 6,384   303,581
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 51,746 543   39,869
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
28,601 0   7,146
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
32,478 1,402   25,224
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
8,868 0   4,434
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
35,104 35,104   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 16,627 0   8,314
21 Travel, conferences, and meetings....... 4,733 0   3,550
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
266,045 192,184   43,593
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 894,136 235,617   435,711
25 Contributions, gifts, grants paid....... 1,348,100 1,487,100
26 Total expenses and disbursements. Add lines 24 and 25 2,242,236 235,617   1,922,811
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -438,357
b Net investment income (if negative, enter -0-) 1,543,379
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 477,725 499,986 499,986
2 Savings and temporary cash investments......... 869,270 793,417 793,417
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 arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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).......... 26,840,713 Click to see attachment
List of Attached Documents:
// Content
28,007,785 		28,007,786
14 Land, buildings, and equipment: basis right arrow17,256
Less: accumulated depreciation (attach schedule) right arrow17,256      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
45,481 		Click to see attachment
List of Attached Documents:
// Content
46,796 		Click to see attachment
List of Attached Documents:
// Content
46,796
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 28,233,189 29,347,984 29,347,985
Liabilities 17 Accounts payable and accrued expenses.......... 1,204 307
18 Grants payable................. 746,000 607,000
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
1,588 		Click to see attachment
List of Attached Documents:
// Content
6,870
23 Total liabilities (add lines 17 through 22)......... 748,792 614,177
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 27,484,397 28,733,807
29 Total net assets or fund balances (see instructions)..... 27,484,397 28,733,807
30 Total liabilities and net assets/fund balances (see instructions). 28,233,189 29,347,984
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
27,484,397
2
Enter amount from Part I, line 27a .....................
2
-438,357
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,687,767
4
Add lines 1, 2, and 3 ..........................
4
28,733,807
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
28,733,807
Form 990-PF (2024)
Form 990-PF (2024)
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 BANK OF AMERICA - DETAILS OF TRANSACTIONS AVAILABLE UPON REQUEST P    
b BANK OF AMERICA - DETAILS OF TRANSACTIONS AVAILABLE UPON REQUEST P    
c Capital Gains Dividends P    
d
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 1,809,619   1,780,835 28,784
b 7,160,035   5,988,049 1,171,986
c 2,990     2,990
d
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       28,784
b       1,171,986
c       2,990
d
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 1,203,760
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  
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 21,453
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 21,453
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 21,453
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 15,740
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 45,740
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 407
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 23,880
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow23,880 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 arrowNY
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 2024 or the taxable year beginning in 2024? 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
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 arrowhttps://www.ipmillsteinfoundation.org/
14
The books are in care ofright arrowGETZEL SCHIFF PESCE LLP Telephone no.right arrow (516) 692-8500

Located atright arrow100 CROSSWAYS PARK WEST 403WOODBURYNY ZIP+4right arrow11797
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 2024, 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
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
3b
 
 
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
MICHAEL D RANDELL PRESIDENT
37.50 		162,326 50,622 0
1434 Mill Creek Drive
Buffalo Grove,IL60089
RICHARD E RANDELL VICE PRESIDENT/TREASURER
37.50 		132,822 1,112 0
28 Howard St Suite 306
Burlington,VT05401
PHILIP H RANDELL VICE PRESIDENT
37.50 		132,186 12 0
1626 Lakeview Circle
Yardsley,PA19067
JORIE L GRONEK CORPORATE SECRETARY
1.00 		7,000 0 0
3121 Goldeneye Place
Superior,CO80027
RICHARD NADELMAN DIRECTOR
1.00 		7,800 0 0
225 Central Park West
New York,NY10024
ROBERTA SPRING DIRECTOR
1.00 		7,800 0 0
360 Castle Drive
Englewood Cliffs,NJ07632
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 (2024)
Form 990-PF (2024)
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
BANK OF AMERICA PRIVATE BANK INVESTMENT ADVISORY 191,590
TRUST OPERATIONS- PO BOX 830269
DALLAS,TX75283
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 (2024)
Form 990-PF (2024)
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
27,427,872
b
Average of monthly cash balances.......................
1b
1,980,440
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
29,408,312
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
29,408,312
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
441,125
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
28,967,187
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,448,359
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
1,448,359
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
21,453
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
21,453
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,426,906
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,426,906
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
1,426,906
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
1,922,811
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
1,922,811
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,426,906
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022...... 537,835
e From 2023...... 558,040
f Total of lines 3a through e ........ 1,095,875
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,922,811
a Applied to 2023, 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 2024 distributable amount..... 1,426,906
e Remaining amount distributed out of corpus 495,905
5 Excess distributions carryover applied to 2024. 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 1,591,780
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,591,780
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 537,835
d Excess from 2023.... 558,040
e Excess from 2024.... 495,905
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Michael Randell
1434 Mill Creek Drive
Buffalo Grove,IL60089
(516) 896-9008
Michael@ipmillsteinfoundation.org
bThe form in which applications should be submitted and information and materials they should include:
Applying for a grant is by invitation only.
cAny submission deadlines:
None
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Please see Foundation website for further details.
Form 990-PF (2024)
Form 990-PF (2024)
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

AMERICAN VETERAN SERVICE DOG ACADEMY (AVSDA)

4 Wild Plum Court
Lemont,IL60439 		  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. 82,500

ANDERSON ANIMAL SHELTER

586 Palwaukee Drive
Wheeling,IL60090 		  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. 75,000

ANIMAL CARE CENTERS OF NEW YORK CITY

11 Park Place Suite 805
New York,NY10007 		  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. 100,000

ANIMAL CARE LEAGUE

1011 Garfield Street
Oak Park,IL60304 		  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._ 80,000

ANIMAL RESCUE FUND OF THE HAMPTONS

124 Daniels Hole Road
East Hampton,NY11937 		  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. 70,000

ANIMAL RESCUE FUND OF THE HAMPTONS

124 Daniels Hole Road
East Hampton,NY11937 		  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. 65,000

CENTRAL VERMONT HUMANE SOCIETY INC

1589 Vermont Route 14 South
East Montpelier,VT05651 		  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. 40,000

CHICAGO CANINE RESCUE FOUNDATION

5272 N Elston Avenue
Chicago,IL60630 		  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. 15,000

DART COMMAND CENTRAL INC

2169 Notch Road
Jericho,VT05465 		  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. 40,000

DART COMMAND CENTRAL INC

2169 Notch Road
Jericho,VT05465 		  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. 25,000

EQUESTRIAN CONNECTION

872 S Milwaukee Road
Libertyville,IL60048 		  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. 27,000

EVANSTON ANIMAL SHELTER ASSOCIATION

2310 Oakton Street
Evanston,IL60202 		  501(c)(3) $20,260: For the purchase of surgical equipment to complete the new surgical facility at Evanston Animal Shelter. 20,260

FLATBUSH CATS INC

2319 Nostrand Avenue
Brooklyn,NY11210 		  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. 15,000

FLATBUSH CATS INC

2319 Nostrand Avenue
Brooklyn,NY11210 		  501(c)(3) $6,140: For spay/neuter of shelter animals brought to the clinic from the Animal Care Centers of New York City. 6,140

GREEN MOUNTAIN PUG RESCUE INC

283 Town Line Road
Mendon,VT05701 		  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. 20,000

HEARTLAND ANIMAL SHELTER

586 Palwaukee Drive
Wheeling,IL60090 		  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. 53,200

HEARTLAND ANIMAL SHELTER

586 Palwaukee Drive
Wheeling,IL60090 		  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. 45,000

HUMANE SOCIETY OF CHITTENDEN COUNTY

142 Kindness Court
South Burlington,VT05403 		  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. 33,000

HUMANE SOCIETY OF THE UNITED STATES

1255 23rd St NW Suite 450
Washington,DC20037 		  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. 100,000

PAWS CHICAGO

1997 N Clybourn Ave
Chicago,IL60614 		  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. 75,000

PAWS OF WAR INC

127 Smithtown Boulevard
Nesconset,NY11767 		  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. 40,000

PET PANTRY OF LANCASTER COUNTY

26 Millersville Rd
Lancaster,PA17603 		  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. 50,000

PHILADELPHIA ANIMAL WELFARE SOCIETY

100 North Second Street
Philadelphia,PA19106 		  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. 60,000

ROWAN UNIVERSITY FOUNDATION INC

201 Mullica Hill Road
Glassboro,NJ08028 		  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. 60,000

RUTLAND COUNTY HUMANE SOCIETY INC

765 Stevens Road
Pittsford,VT05763 		  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. 7,500

RYERSS FARM FOR AGED EQUINES

1710 Ridge Road
Pottstown,PA19465 		  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. 30,000

RYERSS FARM FOR AGED EQUINES

1710 Ridge Road
Pottstown,PA19465 		  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. 40,000

SCHWARZMAN ANIMAL MEDICAL CENTER (SAMC)

510 East 62nd Street
New York,NY10065 		  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. 50,000

SPAY ILLINOIS

1997 N Clybourn Ave
Chicago,IL60014 		  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 45,000

SPECIAL EQUESTRIANS

PO Box 1001
Washington,PA18976 		  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. 25,000

TLC CENTERS FOR THERAPY (DREAM RIDERS)

4701 N Oak Street
Crystal Lake,IL60012 		  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. 70,000

VERMONT COMPANION ANIMAL NEUTERING INC

19A Bailey Meadows Road
Middlesex,VT05602 		  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._ 10,000

WITNESS TO INNOCENCE

1501 Cherry Street
Philadelphia,PA19102 		  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. 12,500
Total .................................right arrow 3a 1,487,100
bApproved for future payment

ANIMAL CARE CENTERS OF NEW YORK CITY
11 Park Place Suite 805
New York,NY10007 		  501(c)(3) Funding for no-cost vaccines, microchipping and wellness clinics for pets. 200,000

CHICAGO CANINE RESCUE FOUNDATION
5272 N Elston Avenue
Chicago,IL60630 		  501(c)(3) Veterinary Care for fostered dogs and dogs in the care of the shelter. 20,000

HEARTLAND ANIMAL SHELTER
586 Palwaukee Drive
Wheeling,IL60090 		  501(c)(3) Capital grant for facility improvements. 78,000

HUMANE SOCIETY OF CHITTENDEN COUNTY
142 Kindness Court
South Burlington,VT05403 		  501(c)(3) Program funding for canine neutering and veterinary care. 34,000

LONG ISLAND UNIVERSITY
700 Northern Boulevard
Greenvale,NY11548 		  501(c)(3) Scholarship endowment for veterinary students focusing in shelter medicine. 60,000

PAWS CHICAGO
1997 N Clybourn Ave
Chicago,IL60014 		  501(c)(3) Sponsored care for animals in underserved areas of Chicago. 60,000

ROWAN UNIVERSITY FOUNDATION INC
201 Mullica Hill Road
Glassboro,NJ08028 		  501(c)(3) Contribution to the endowment for the new Shreiber School of Veterinary Medicine. 50,000

SPAY ILLINOIS
2765 Maple Ave
Lisle,IL60532 		  501(c)(3) For specialized surgical suite, dental suite, and pre-op room equipment. 105,000
Total ................................. right arrow 3b 607,000
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		         
4 Dividends and interest from securities ....     14 600,119  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,203,760  
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 1,803,879 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,803,879
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
The Irving and Phyllis Millstein
 
Foundation for Animal Welfare Ltd
EIN:
81-4594769
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 32,478 1,402   25,224

TY 2024 InvestmentsOtherSchedule2
Name:
The Irving and Phyllis Millstein
 
Foundation for Animal Welfare Ltd
EIN:
81-4594769
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENT PORTFOLIO HELD AT BANK OF AMERICA FMV 19,977,449 28,007,786
UNREALIZED GAINS FMV 8,030,336 0

TY 2024 LegalFeesSchedule
Name:
The Irving and Phyllis Millstein
 
Foundation for Animal Welfare Ltd
EIN:
81-4594769
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 28,601 0   7,146


TY 2024 OtherAssetsSchedule
Name:
The Irving and Phyllis Millstein
 
Foundation for Animal Welfare Ltd
EIN:
81-4594769
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INCOME 44,231 44,881 44,881
SECURITY DEPOSITS 990 1,915 1,915
PREPAID TAXES 260 0 0


TY 2024 OtherExpensesSchedule
Name:
The Irving and Phyllis Millstein
 
Foundation for Animal Welfare Ltd
EIN:
81-4594769
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEES 750 0   0
PAYROLL TAXES 35,288 494   24,084
PAYROLL SERVICE 13,929 0   6,964
OFFICE EXPENSES 22,664 0   11,332
BUSINESS MEALS 320 0   160
INVESTMENT FEES AND COSTS 191,590 191,590   0
WEBSITE HOSTING 1,404 0   1,053
INTEREST EXPENSE 100 100   0


TY 2024 OtherIncreasesSchedule
Name:
The Irving and Phyllis Millstein
 
Foundation for Animal Welfare Ltd
EIN:
81-4594769
Description Amount
Change in Unrealized Value of Investments 1,687,767


TY 2024 OtherLiabilitiesSchedule
Name:
The Irving and Phyllis Millstein
 
Foundation for Animal Welfare Ltd
EIN:
81-4594769
Description Beginning of Year - Book Value End of Year - Book Value
FEDERAL TAX 838 6,120
NEW YORK STATE DEPARTMENT OF LAW 750 750


TY 2024 OtherProfessionalFeesSchedule
Name:
The Irving and Phyllis Millstein
 
Foundation for Animal Welfare Ltd
EIN:
81-4594769
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
IT SUPPORT 8,309 0   4,155
PHOTOGRAPHY SERVICES 559 0   279


TY 2024 TaxesSchedule
Name:
The Irving and Phyllis Millstein
 
Foundation for Animal Welfare Ltd
EIN:
81-4594769
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX 21,860 21,860   0
FOREIGN TAXES 13,244 13,244   0