Private foundation (trust)EIN 834320073Est. 2019-08

MILLSTONE FUND

CINCINNATI, OH 45243

Accepts unsolicited proposals

Total Assets

$160.7M

FY 2023

Annual Giving

$6.3M

FY 2023

Grants Made

86

FY 2023

Avg Grant

$73K

FY 2023

Grant Range

$8K–$500K

Typical

Deadlines

December 15th and june 15th

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$5.5M

Total Expenses

$7.3M

Qualifying Distributions

$6.5M

Distributable Amount

$7.2M

Min. Investment Return

$7.3M

Undistributed Income

$7.2M

Payout rate 91%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.91%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

86 grants

Grant sizes from minimum $8K through median $43K to maximum $500K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $6.3M in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

154 grants

SANTA MARIA COMMUNITY SERVICES
$610K
3 grants
TALBERT HOUSE
$500K
1 grant
ARTWORKS
$500K
1 grant
BEECH ACRES PARENTING CENTER
$450K
3 grants
LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED INC
$350K
3 grants
INTERACT FOR CHANGE
$313K
3 grants
THE CROSSROADS CENTER
$300K
1 grant
STRATEGIES TO END HOMELESSNESS
$300K
1 grant

Grant Size Distribution

154 grants

<$10K
16
grants
$10–50K
102
grants
$50–250K
29
grants
$250K–1M
7
grants
$1–5M
$5M+

Geographic Focus

3 states

Ohio
$8.8M
94% of total
Kentucky
$546K
6% of total
District of Columbia
$30K
0% of total

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MILLSTONE FUND — Grants, Financials & Contact | Grantivo