THE MILLISON FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: THE MILLISON FOUNDATION INC (EIN 30-0448766)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-09-30
IRS object ID: 202502739349100610
Schema version: 2024v5.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Investments Other Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-09-30T07:36:45-07:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	161645089	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Graber & Associates CPAs	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	6210 Park Heights Avenue Suite 101	AddressLine1Txt
City	Baltimore	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21215	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	300448766	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Millison Foundation Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MILL	BusinessNameControlTxt
Phone	3018637088	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	21909 Three Notch Road	AddressLine1Txt
City	Lexington Park	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	20653	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Rachelle Millison	PersonNm
Person Title	President	PersonTitleTxt
Signature	2025-09-30	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Steven J Graber CPA MS	PreparerPersonNm
PTIN	P00412987	PTIN
Phone	4104663779	PhoneNum

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$206,774	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$5,496	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$5,496	DividendsNetInvstIncmAmt
Total Rev And Expnss	$5,496	TotalRevAndExpnssAmt
Total Net Invst Incm	$5,496	TotalNetInvstIncmAmt
Taxes Rev And Expnss	$63	TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$63	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$10,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$10,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$10,063	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$10,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$4,567	ExcessRevenueOverExpensesAmt
Net Investment Income	$5,496	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$11,341	CashBOYAmt
Cash EOY	$6,774	CashEOYAmt
Cash EOYFMV	$6,774	CashEOYFMVAmt
Other Investments BOY	$200,000	OtherInvestmentsBOYAmt
Other Investments EOY	$200,000	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$200,000	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$211,341	TotalAssetsBOYAmt
Total Assets EOY	$206,774	TotalAssetsEOYAmt
Total Assets EOYFMV	$206,774	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$211,341	RetainedEarningBOYAmt
Retained Earning EOY	$206,774	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$211,341	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$206,774	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$211,341	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$206,774	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$211,341	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$4,567	ExcessRevenueOverExpensesAmt
Subtotal	$206,774	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$206,774	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$76	InvestmentIncomeExciseTaxAmt
Subtotal	$76	SubtotalAmt
Tax Based On Investment Income	$76	TaxBasedOnInvestmentIncomeAmt
Tax Due	$76	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Rachelle Millison	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3014815694	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	21909 Three Notch Road	AddressLine1Txt
City	Lexington Park	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	20653	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
Rachelle Millison
21909 Three Notch Road	Lexington Park	MD	20653	President	0.00	$0
Jane D Carrol
21909 Three Notch Road	Lexington Park	MD	20653	Secretary	0.00	$0
Eugene L Kopp
21909 Three Notch Road	Lexington Park	MD	20653	Director	0.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$200,000	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$10,040	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$210,040	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$210,040	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,151	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$206,889	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$10,344	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$10,344	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$76	TaxBasedOnInvestmentIncomeAmt
Total Tax	$76	TotalTaxAmt
Distributable Before Adj	$10,268	DistributableBeforeAdjAmt
Distributable Before Ded	$10,268	DistributableBeforeDedAmt
Distributable As Adjusted	$10,268	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$10,000	ExpensesAndContributionsAmt
Qualifying Distributions	$10,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$10,268	DistributableAsAdjustedAmt
Undistributed Income PY	$9,856	UndistributedIncomePYAmt
Qualifying Distributions	$10,000	QualifyingDistributionsAmt
Applied To Year1	$9,856	AppliedToYear1Amt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$144	AppliedToCurrentYearAmt
Undistributed Income CY	$10,124	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Historic Sotterley Inc
PO Box 67	Hollywood	MD	20636	None	501(c)(3)	General Purpose	$1,000
Lexington Park Rescue Squad
PO Box 339	Lexington Park	MD	20653	None	501(c)(3)	General Purpose	$1,000
US Holocaust Memorial Museum
100 Raoul Wallenberg Place SW	Washington	DC	20024	None	501(c)(3)	General Purpose	$5,000
World Jewish Congress
PO Box 2003	Merrifield	VA	22116	None	501(c)(3)	General Purpose	$2,000
Maryland Food Bank
2200 Halethorpe Farms Rd	Baltimore	MD	21227	None	501(c)(3)	General Purpose	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$10,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$5,496	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$5,496	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$5,496	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	State of Israel Bond	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$200,000	BookValueAmt
EOYFMV	$200,000	EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	IRS	CategoryTxt
Amt	$63	Amt

THE MILLISON FOUNDATION INC: Form 990PF, tax year 2024

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Comments