The Arthur and Phyllis Milton
The Arthur and Phyllis Milton is a private foundation, based in Purchase, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $629K in total assets. In 2025, it awarded 3 grants totaling $40K. Net investment income was $57K.
The Arthur and Phyllis Milton at a glance
In short: The Arthur and Phyllis Milton gave $40K across 3 grants in 2025 (avg $13K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $40,000
- Grants made (2025)
- 3
- Average grant
- $13,333
- Median grant
- $10,000
- Total assets
- $628,927
- +0.9% vs 2024
- Primary geography
- New York (100% 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 The Arthur and Phyllis Milton funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Cathedral High School ($20K). Together the top 3 received $40K.
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 3 grants of 3 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How The Arthur and Phyllis Milton gives
- In 2025 it paid out 124% 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 2020 to 2025, annual grant giving ranged from $40K (2025) to $52K (2020). In 2025 it made 3 grants totaling $40K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cathedral High School New York, NY | An unrestricted grant to further the organizations exempt purpose | $20,000 |
| Citymeals on Wheels New York, NY | An unrestricted grant to further the organizations exempt purpose | $10,000 |
| Hope Community Services New Rochelle, NY | An unrestricted grant to further the organizations exempt purpose | $10,000 |
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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 | $628,927 | $74,998 | $65,837 | $40,000 | 3 | $50,627 | $56,545 | $40,787 |
| 2024 | $623,146 | $67,574 | $14,069 | — | — | $5,456 | $56,481 | $37,966 |
| 2023 | $571,474 | $35,457 | $25,402 | — | — | $11,967 | $20,251 | $32,501 |
| 2022 | $565,218 | $57,932 | $22,067 | — | — | $8,895 | $41,699 | $32,664 |
| 2021 | $531,217 | $42,272 | $23,695 | — | — | $10,306 | $27,751 | $33,864 |
| 2020 | $516,053 | $37,115 | $74,208 | $52,240 | 1 | — | $24,351 | $29,969 |
Under IRS private-foundation payout rules, The Arthur and Phyllis Milton reported a distributable amount of $41K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Arthur and Phyllis Milton is led by Phyllis Milton, President on every filing since 2020; 2 of 4 officers listed in 2025 are compensated.
Officers on the 2025 filing
Phyllis Milton
President
On filings since 2020
1 hr/week
No compensation reported
Stephen Conte
Director
On filings since 2021
1 hr/week
No compensation reported
David Gotterer
Vice President & Treasurer
On filings since 2020
1 hr/week
$5K (2020) → $5K (2025)
James Purdy
Secretary
On filings since 2020
1 hr/week
$5K (2020) → $5K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $5K, to David Gotterer (VP/Treasurer). 2 officers or directors reported compensation on that filing.
Frequently asked questions about The Arthur and Phyllis Milton
How much does The Arthur and Phyllis Milton give each year?
The Arthur and Phyllis Milton gave $40K across 3 grants in 2025, according to its 2025 IRS Form 990-PF.
What is The Arthur and Phyllis Milton's typical grant size?
The Arthur and Phyllis Milton's median grant in 2025 was $10,000, and its average grant was $13,333, across 3 grants on its 2025 IRS Form 990-PF.
Where does The Arthur and Phyllis Milton give grants?
The Arthur and Phyllis Milton gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New York, NY (2 grants).
Does The Arthur and Phyllis Milton give general operating support?
Yes: 100% of The Arthur and Phyllis Milton's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is The Arthur and Phyllis Milton?
The Arthur and Phyllis Milton reported $629K in total assets on its 2025 IRS Form 990-PF. It paid out $51K in qualifying distributions that year, against a required minimum of $41K (roughly 5% of its investment assets).
What is The Arthur and Phyllis Milton's EIN?
The Arthur and Phyllis Milton's EIN (Employer Identification Number) is 13-3922759. IRS Form 990 filing data is available on this page for 2020–2025.
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 2020 (received by the IRS June 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 24, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
Live grants for the work The Arthur and Phyllis Milton funds
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