Millstream Fund Inc

Bethesda, MD
Tax-exempt since Oct. 1986
EIN: 52-1472819

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$3.79M (2024)

Expenses

$2.64M (2024)

Total Assets

$16.9M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2024

Revenue

$3,788,554

Expenses

$2,644,747

Net Income

$1,143,807

Net Assets

$16,891,871

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,200,000	58.1%
Interest Revenue	$9,473	0.3%
Dividends	$183,959	4.9%
Sales of Assets	$1,395,122	36.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,467,226	93.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,891,871
Total Liabilities	$0
Net Assets	$16,891,871

Compensation

Key Employees and Officers	Compensation	Other
Hope Aldrich (President)	$0	$0
Phoebe Jane Winthrop (Secretary)	$0	$0

990-PF

Filed on March 16, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2023

Revenue

$2,777,474

Expenses

$2,397,139

Net Income

$380,335

Net Assets

$15,748,064

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,000,000	72.0%
Interest Revenue	$6,801	0.2%
Dividends	$174,580	6.3%
Sales of Assets	$596,093	21.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,200,203	91.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,748,064
Total Liabilities	$0
Net Assets	$15,748,064

Compensation

Key Employees and Officers	Compensation	Other
Hope Aldrich (President)	$0	$0
Phoebe Jane Winthrop (Secretary)	$0	$0

990-PF

Filed on April 4, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2022

Revenue

$4,553,006

Expenses

$3,421,818

Net Income

$1,131,188

Net Assets

$15,367,729

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,497,712	76.8%
Interest Revenue	$574	0.0%
Dividends	$160,224	3.5%
Sales of Assets	$894,496	19.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,189,926	93.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,367,729
Total Liabilities	$0
Net Assets	$15,367,729

Compensation

Key Employees and Officers	Compensation	Other
Hope Aldrich (President)	$0	$0
Phoebe Jane Winthrop (Secretary)	$0	$0

990-PF

Filed on April 17, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2021

Revenue

$3,992,315

Expenses

$1,567,388

Net Income

$2,424,927

Net Assets

$14,236,541

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,458,000	36.5%
Interest Revenue	$22	0.0%
Dividends	$174,917	4.4%
Sales of Assets	$2,359,376	59.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,482,142	94.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,236,541
Total Liabilities	$0
Net Assets	$14,236,541

Compensation

Key Employees and Officers	Compensation	Other
Hope Aldrich (President)	$0	$0
Phoebe Jane Winthrop (Secretary)	$0	$0

990-PF

Filed on April 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2020

Revenue

$3,491,374

Expenses

$1,635,090

Net Income

$1,856,284

Net Assets

$11,811,613

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,538,000	44.1%
Interest Revenue	$617	0.0%
Dividends	$178,836	5.1%
Sales of Assets	$1,773,921	50.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,558,544	95.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,811,614
Total Liabilities	$1
Net Assets	$11,811,613

Compensation

Key Employees and Officers	Compensation	Other
Hope Aldrich (President)	$0	$0
Phoebe Jane Winthrop (Secretary)	$0	$0

990-PF

Filed on April 3, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2019

Revenue

$2,193,613

Expenses

$1,316,210

Net Income

$877,403

Net Assets

$9,955,329

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,175,000	53.6%
Interest Revenue	$3,842	0.2%
Dividends	$187,262	8.5%
Sales of Assets	$827,509	37.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,192,309	90.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,955,330
Total Liabilities	$1
Net Assets	$9,955,329

Compensation

Key Employees and Officers	Compensation	Other
Hope Aldrich (President)	$0	$0
Phoebe Jane Winthrop (Secretary)	$0	$0

990-PF

Filed on Oct. 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2018

Revenue

$2,425,079

Expenses

$1,119,696

Net Income

$1,305,383

Net Assets

$9,077,927

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,030,025	42.5%
Interest Revenue	$1,059	0.0%
Dividends	$134,123	5.5%
Sales of Assets	$1,259,872	52.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,036,173	92.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,077,927
Total Liabilities	$0
Net Assets	$9,077,927

Compensation

Key Employees and Officers	Compensation	Other
Hope Aldrich (President)	$0	$0
Phoebe Jane Winthrop (Secretary)	$0	$0

990-PF

Filed on Oct. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2017

Revenue

$1,611,570

Expenses

$1,040,776

Net Income

$570,794

Net Assets

$7,772,544

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000,000	62.1%
Interest Revenue	$301	0.0%
Dividends	$141,183	8.8%
Sales of Assets	$470,086	29.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$981,102	94.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,772,544
Total Liabilities	$0
Net Assets	$7,772,544

Compensation

Key Employees and Officers	Compensation	Other
Hope Aldrich (President)	$0	$0
Phoebe Jane Winthrop (Secretary)	$0	$0

990-PF

Filed on Oct. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2015

Revenue

$1,930,858

Expenses

$851,762

Net Income

$1,079,096

Net Assets

$6,597,405

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$780,000	40.4%
Interest Revenue	$20	0.0%
Dividends	$126,332	6.5%
Sales of Assets	$1,024,506	53.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$772,734	90.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,597,405
Total Liabilities	$0
Net Assets	$6,597,405

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2014

Revenue

$1,747,979

Expenses

$892,847

Net Income

$855,132

Net Assets

$5,518,309

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$850,000	48.6%
Interest Revenue	$41	0.0%
Dividends	$73,224	4.2%
Sales of Assets	$824,714	47.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$816,000	91.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,518,309
Total Liabilities	$0
Net Assets	$5,518,309

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2013

Revenue

$1,170,078

Expenses

$833,115

Net Income

$336,963

Net Assets

$4,663,177

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$776,000	66.3%
Interest Revenue	$49	0.0%
Dividends	$58,836	5.0%
Sales of Assets	$335,193	28.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$790,250	94.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,663,177
Total Liabilities	$0
Net Assets	$4,663,177

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2012

Revenue

$873,090

Expenses

$926,654

Net Income

-$53,564

Net Assets

$4,326,214

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$800,000	91.6%
Interest Revenue	$33	0.0%
Dividends	$54,944	6.3%
Sales of Assets	$18,113	2.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$847,250	91.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,326,214
Total Liabilities	$0
Net Assets	$4,326,214

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Revenue

$859,062

Expenses

$933,250

Net Income

-$74,188

Net Assets

$4,379,778

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$400,000	46.6%
Interest Revenue	$180	0.0%
Dividends	$54,096	6.3%
Sales of Assets	$404,786	47.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$888,886	95.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,379,778
Total Liabilities	$0
Net Assets	$4,379,778

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Updated January 26, 2026

Millstream Fund Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.79M (2024)

Expenses $2.64M (2024)

Total Assets $16.9M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$3.79M (2024)

Expenses

$2.64M (2024)

Total Assets

$16.9M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
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2003

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Fiscal Year Ending Nov.
2001