Susan and Scot Milchman Family
Susan and Scot Milchman Family is a private foundation, based in Montecito, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $4.5M in total assets. In 2025, it awarded 4 grants totaling $340K. Net investment income was $137K.
Susan and Scot Milchman Family at a glance
In short: Susan and Scot Milchman Family gave $340K across 4 grants in 2025 (avg $85K), top state Minnesota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $340,000
- +40.4% vs 2024
- Grants made (2025)
- 4
- -20.0% vs 2024
- Average grant
- $85,000
- +75.5% vs 2024
- Median grant
- $82,500
- Total assets
- $4,520,157
- -5.4% vs 2024
- Primary geography
- Minnesota (49% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Susan and Scot Milchman Family funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Playa Animal Rescue ($150K). Together the top 4 received $340K.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 14 grants of 23 (61%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Susan and Scot Milchman Family gives
- Giving grew 300% from 2022 to 2025. Method
- In 2025 it paid out 133% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $85K (2022) to $340K (2025). In 2025 it made 4 grants totaling $340K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Playa Animal Rescue North Easton, MA | Program support to provide a solution for dogs who have been born on the street, or abandoned by their owners. | $150,000 |
| Salvation Army Twin Cities Roseville, MN | Program support for the mission to preach the gospel of jesus christ and to meet human needs in his name without discrimination. | $100,000 |
| Pet Project Rescue Minneapolis, MN | Program support that specializes in spay/neuter programming from Minnesota to mexico, and vet support to keep animals and their people together, as well as foster-based hospice care for terminally ill mn dogs and cats. | $65,000 |
| Companion Animal Medical Project Bend, OR | Program support to help ease the burden on those experiencing homelessness or facing other debilitating financial hardships by providing veterinary care and supplies to their companion animals. | $25,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,520,157 | $104,164 | $362,284 | $340,000 | 4 | $343,998 | $137,051 | $258,366 |
| 2024 | $4,778,277 | $236,040 | $260,232 | $242,100 | 5 | $245,770 | $223,221 | $245,806 |
| 2023 | $4,802,469 | $-4,807 | $233,267 | $211,500 | 7 | $214,556 | $75,967 | $225,084 |
| 2022 | $5,040,543 | $109,365 | $114,131 | $85,000 | 3 | $92,279 | $87,526 | $228,643 |
| 2021 | $5,045,309 | $420,548 | $150,082 | $145,000 | 4 | $145,000 | $415,466 | $124,372 |
Under IRS private-foundation payout rules, Susan and Scot Milchman Family reported a distributable amount of $258K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Susan and Scot Milchman Family is led by Susan H. Milchman, President, Assistant Secretary & Treasurer on every filing since 2021; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Susan H. Milchman
President, Assistant Secretary & Treasurer
On filings since 2021
1 hr/week
No compensation reported
Brian O'Connell
Chair
On filings since 2021
1 hr/week
No compensation reported
Scot J. Milchman
Vice President, Secretary & Treasurer
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Susan and Scot Milchman Family
How much does Susan and Scot Milchman Family give each year?
Susan and Scot Milchman Family gave $340K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $242K across 5 grants.
What is Susan and Scot Milchman Family's typical grant size?
Susan and Scot Milchman Family's median grant in 2025 was $82,500, and its average grant was $85,000, across 4 grants on its 2025 IRS Form 990-PF.
Where does Susan and Scot Milchman Family give grants?
Susan and Scot Milchman Family's top state is Minnesota, with 49% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Massachusetts (44%) and Oregon (7%).
Does Susan and Scot Milchman Family give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Susan and Scot Milchman Family's 2025 IRS Form 990-PF were described as general or operating support.
How large is Susan and Scot Milchman Family?
Susan and Scot Milchman Family reported $4.5M in total assets on its 2025 IRS Form 990-PF. It paid out $344K in qualifying distributions that year, against a required minimum of $258K (roughly 5% of its investment assets).
What is Susan and Scot Milchman Family's EIN?
Susan and Scot Milchman Family's EIN (Employer Identification Number) is 85-4096057. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 19, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 1, 2026)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 16, 2022)
- IRS filings on file for fiscal years 2021–2025
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