Nonprofit · EIN 83-4320073
MILLSTONE FUND
Tax-exempt · CINCINNATI, OH 45243
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $84,226,661 | $7,991,269 | $76,235,392 | $235,062,816 | $7 | $235,062,809 |
| September 30, 2024 | 990-PF (amended) | $5,513,478 | $7,328,175 | -$1,814,697 | $160,655,097 | $7 | $160,655,090 |
| September 30, 2023 | 990-PF | $860,322 | $3,690,016 | -$2,829,694 | $130,657,265 | $676 | $130,656,589 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $68,450,179
- Dividends
- $3,188,956
- Interest
- $1,046,849
- Net gain from sales of assets
- $11,540,677
Expenses
- Grants and similar amounts paid
- $7,020,041
- Compensation of officers, directors and key employees
- $255,238
- Disbursements for charitable purposes
- $7,308,435
- Excise tax on investment income
- $212,841
Balance sheet and other
- Total assets, start of year
- $160,655,097
- Total assets, end of year
- $235,062,816
- Total liabilities, end of year
- $7
- Net assets, end of year
- $235,062,809
- Fair market value of assets
- $235,062,816
- Qualifying distributions
- $7,308,435
- Net investment income
- $15,776,482
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELLE S FOLGER PO BOX 43575, CINCINNATI, OH 45243 | SECRETARY | 29 | $97,773 | $249 |
| CORRIE SCARINGE PO BOX 43575, CINCINNATI, OH 45243 | DIRECTOR | 29 | $82,336 | $210 |
| ALONZO T FOLGER V PO BOX 43575, CINCINNATI, OH 45243 | VICE PRESIDENT | 12 | $75,129 | $192 |
| ALONZO T FOLGER IV PO BOX 43575, CINCINNATI, OH 45243 | PRESIDENT | 10 | $0 | $0 |
| VALERIE FOLGER PO BOX 43575, CINCINNATI, OH 45243 | TREASURER | 10 | $0 | $0 |
| CARLY CHU PO BOX 43575, CINCINNATI, OH 45243 | DIRECTOR | 4 | $0 | $0 |
990-PF for the year ended September 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELLE S FOLGER PO BOX 43575, CINCINNATI, OH 45243 | SECRETARY | 29 | $93,030 |
| CORRIE SCARINGE PO BOX 43575, CINCINNATI, OH 45243 | DIRECTOR | 29 | $78,213 |
| ALONZO T FOLGER V PO BOX 43575, CINCINNATI, OH 45243 | VICE PRESIDENT | 12 | $72,212 |
| ALONZO T FOLGER IV PO BOX 43575, CINCINNATI, OH 45243 | PRESIDENT | 10 | $0 |
| VALERIE FOLGER PO BOX 43575, CINCINNATI, OH 45243 | TREASURER | 10 | $0 |
| CARLY CHU PO BOX 43575, CINCINNATI, OH 45243 | DIRECTOR | 4 | $0 |
990-PF for the year ended September 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELLE S FOLGER PO BOX 43575, CINCINNATI, OH 45243 | SECRETARY | 29 | $90,272 |
| CORRIE SCARINGE PO BOX 43575, CINCINNATI, OH 45243 | DIRECTOR | 29 | $75,712 |
| ALONZO T FOLGER V PO BOX 43575, CINCINNATI, OH 45243 | VICE PRESIDENT | 12 | $36,788 |
| ALONZO T FOLGER IV PO BOX 43575, CINCINNATI, OH 45243 | PRESIDENT | 10 | $0 |
| VALERIE FOLGER PO BOX 43575, CINCINNATI, OH 45243 | TREASURER | 10 | $0 |
| CARLY CHU PO BOX 43575, CINCINNATI, OH 45243 | DIRECTOR | 4 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 43575, CINCINNATI, OH 45243-0575
- Signed the 990-PF
- ALONZO T FOLGER IV, PRESIDENT
- Phone
- (513) 294-2018
- Website
- HTTPS://MILLSTONEFUND.ORG/
- Return prepared by
- BLUE & CO LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 83-4320073
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2019
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $235,062,816
- Income (IRS master file)
- $152,999,325
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $84,226,661 | $7,991,269 | $235,062,816 | XML |
| 990-PF | September 2024 | $5,513,478 | $7,328,175 | $160,655,097 | XML |
| 990-PF | September 2023 | $860,322 | $3,690,016 | $130,657,265 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-4320073).
Questions about MILLSTONE FUND
- What is the EIN of MILLSTONE FUND?
- The employer identification number (EIN) of MILLSTONE FUND is 83-4320073.
- Is MILLSTONE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to MILLSTONE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MILLSTONE FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MILLSTONE FUND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MILLSTONE FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of MILLSTONE FUND?
- The 990-PF for the year ended September 30, 2025 lists 6 people; 3 received compensation from the organization, the highest $97,773 (ELLE S FOLGER, SECRETARY).
- How much revenue does MILLSTONE FUND have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $84,226,661, expenses of $7,991,269 and total assets of $235,062,816 at year end.
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All nonprofits in CINCINNATI · Ohio · Philanthropy, voluntarism and grantmaking foundations