MARVIN P VERHULST FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: MARVIN P VERHULST FOUNDATION INC (EIN 33-0998350)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-04-28
IRS object ID: 202001199349101005
Schema version: 2019v5.1
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
Accounting Fees Schedule
All Oth Prog Rltd Investments Sch
Gain Loss Sale Other Assets Sch
Investments Corp Stock Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-04-28T15:52:22-07:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RANDALL S GROBE CPA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3404 CIRCLE CLOSE	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	537051409	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2019-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	330998350	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARVIN P VERHULST FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MARV	BusinessNameControlTxt
Phone	6088314177	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6616 N CHICKAHAUK TRAIL	AddressLine1Txt
City	MIDDLETON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53562	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARY S BURBACH	PersonNm
Person Title	PRESIDENT/TREASURER	PersonTitleTxt
Phone	6088314177	PhoneNum
Signature	2020-04-16	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RANDALL S GROBE	PreparerPersonNm
PTIN	P01211811	PTIN
Phone	6082176115	PhoneNum
Preparation	2020-04-18	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	104.159.208.171	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-04-28	IPDt
IP Tm	15:52:14	IPTm
IP Timezone	PD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	D1252202CE05E05089DD51B7670CC4A468E81F50	AtSubmissionCreationDeviceId
At Submission Filing Device Id	D1252202CE05E05089DD51B7670CC4A468E81F50	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$4,854,418	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,374	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$125,300	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$125,300	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$114,253	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$463,816	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$114,253	CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss	$0	GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss	$0	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$240,927	TotalRevAndExpnssAmt
Total Net Invst Incm	$239,553	TotalNetInvstIncmAmt
Legal Fees Rev And Expnss	$0	LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss	$1,995	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$998	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$997	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$0	OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss	$1,908	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,908	TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss	$25,218	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$25,218	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$29,121	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$28,124	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$997	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$249,800	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$249,800	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$278,921	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$28,124	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$250,797	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$37,994	ExcessRevenueOverExpensesAmt
Net Investment Income	$211,429	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$167,928	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$95,358	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$95,358	SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY	$0	RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY	$0	OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY	$19,422	CorporateStockBOYAmt
Corporate Stock EOY	$19,422	CorporateStockEOYAmt
Corporate Stock EOYFMV	$156,035	CorporateStockEOYFMVAmt
Land Bldg Investments EOY	$0	LandBldgInvestmentsEOYAmt
Other Investments BOY	$3,752,409	OtherInvestmentsBOYAmt
Other Investments EOY	$3,786,585	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$4,603,025	OtherInvestmentsEOYFMVAmt
Land EOY	$0	LandEOYAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$3,939,759	TotalAssetsBOYAmt
Total Assets EOY	$3,901,365	TotalAssetsEOYAmt
Total Assets EOYFMV	$4,854,418	TotalAssetsEOYFMVAmt
Loans From Officers EOY	$0	LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY	$0	MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY	$0	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$0	OtherLiabilitiesEOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$3,939,759	RetainedEarningBOYAmt
Retained Earning EOY	$3,901,365	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,939,759	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,901,365	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,939,759	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,901,365	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,939,759	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$37,994	ExcessRevenueOverExpensesAmt
Subtotal	$3,901,765	SubtotalAmt
Other Decreases	$400	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$3,901,365	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PUBLICLY TRADED SECURITIES	PropertyDesc
Gross Sales Price	$463,816	GrossSalesPriceAmt
Depreciation	$0	DepreciationAmt
Cost Or Other Basis	$349,563	CostOrOtherBasisAmt
Gain Or Loss	$114,253	GainOrLossAmt
FMV As Of123169	$0	FMVAsOf123169Amt
Adjusted Basis As Of123169	$0	AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss	$0	ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses	$114,253	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$114,253	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	Yes (true)	LiableSection4942TaxInd
Adj Nonchrtbl Net Invst Incm Pct	$0	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$0	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$4,229	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$4,229	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$4,229	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,853	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$2,853	TotalPaymentsAndCreditsAmt
Original Return Tax Paid	$2,853	OriginalReturnTaxPaidAmt
Tax Due	$1,376	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	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	WI	OrgReportOrRegisterStateCd
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
Individual With Books	MARY S BURBACH	IndividualWithBooksNm
Phone	6088314177	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	6616 N CHICKAHAUK TRL	AddressLine1Txt
City	MIDDLETON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53562	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
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
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 (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY S BURBACH
6616 N CHICKAHAUK TRL	MIDDLETON	WI	53562	PRESIDENT	1.00	$0	$0	$0
KENNETH M BURBACH
6616 N CHICKAHAUK TRL	MIDDLETON	WI	53562	SECRETARY	1.00	$0	$0	$0
PATRICIA DORFMAN
6616 N CHICKAHAUK TRL	MIDDLETON	WI	53562	DIRECTOR	1.00	$0	$0	$0
BRIAN BURBACH
6616 N CHICKAHAUK TRL	MIDDLETON	WI	53562	DIRECTOR	1.00	$0	$0	$0
SARAH BRUCH
6616 N CHICKAHAUK TRL	MIDDLETON	WI	53562	DIRECTOR	1.00	$0	$0	$0
ROBERT DORFMAN
6616 N CHICKAHAUK TRL	MIDDLETON	WI	53562	DIRECTOR	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt
Expenses1	$0	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	NONE	Description1Txt
Expenses1	$0	Expenses1Amt
All Other Program Rltd Invst Tot	$0	AllOtherProgramRltdInvstTotAmt
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$4,591,693	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$84,856	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$4,676,549	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$4,676,549	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$70,148	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,606,401	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$230,320	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$230,320	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$4,229	TaxBasedOnInvestmentIncomeAmt
Total Tax	$4,229	TotalTaxAmt
Distributable Before Adj	$226,091	DistributableBeforeAdjAmt
Distributable Before Ded	$226,091	DistributableBeforeDedAmt
Distributable As Adjusted	$226,091	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$250,797	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$250,797	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$250,797	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$226,091	DistributableAsAdjustedAmt
Undistributed Income PY	$233,007	UndistributedIncomePYAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$2,982	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$2,982	TotalExcessDistributionCyovAmt
Qualifying Distributions	$250,797	QualifyingDistributionsAmt
Applied To Year1	$233,007	AppliedToYear1Amt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus	$17,790	RemainingDistriFromCorpusAmt
Total Corpus	$20,772	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$226,091	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$20,772	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$2,982	ExcessFromYear1Amt
Excess From Current Year	$17,790	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	MARY S BURBACH	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	6616 N CHICKSAHAUK TRAIL	AddressLine1Txt
City	MIDDLETON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53562	ZIPCd

Field	Value	IRS element (for citing)
Form And Info And Materials	N/A	FormAndInfoAndMaterialsTxt
Submission Deadlines	N/A	SubmissionDeadlinesTxt
Restrictions On Awards	N/A	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
NORTH HUDSON ELEMENTARY SCHOOL
510 LEMON ST NORTH	HUDSON	WI	54016	GOVT	PROGRAM SUPPORT	$13,000
ST MARKS EPISCOPAL SCHOOL
3395 BURNS ROAD	PALM BEACH GARDENS	FL	33410	PC	PROGRAM SUPPORT	$35,000
(no name)
						$0
(no name)
						$0
HIGH POINT UNIVERSITY
833 MONTLIEU AVE	HIGH POINT	NC	27268	PC	PROGRAM SUPPORT	$20,000
AUDUBON CENTER OF THE NORTHWOODS INC
PO BOX 530	SANDSTONE	MN	55072	PC	PROGRAM SUPPORT	$10,000
MAKING EVERY DAY COUNT
501 SOUTH FLAGLER DR	WEST PALM BEACH	FL	33401	PC	PROGRAM SUPPORT	$20,000
THE SHARING TREE INC
218 E 3RD AVE	TALLAHASSEE	FL	32303	PC	PROGRAM SUPPORT	$5,000
RONALD MCDONALD HOUSE CHARITIES INC
ONE KROC DRIVE	OAK BROOK	IL	60523	PC	PROGRAM SUPPORT	$2,500
(no name)
						$0
WI HOCKEY COACHES ASSN
5117 SOUTH HILL DR	MADISON	WI	53705	PC	PROGRAM SUPPORT	$5,000
(no name)
						$0
CARROLL UNIVERSITY
100 N EAST AVE	WAUKESHA	WI	53186	PC	PROGRAM SUPPORT	$5,000
SUSTAIN HUDSON INC
413 BROOKWOOD DR	HUDSON	WI	54016	PC	PROGRAM SUPPORT	$18,000
SECOND HARVEST FOODBANK
2802 DAIRY DR	MADISON	WI	53718	PC	PROGRAM SUPPORT	$10,000
ST VINCENT DE PAUL
2033 FISH HATCHERY RD	MADISON	WI	53713	PC	PROGRAM SUPPORT	$10,000
CAP'S FUND INC
30 GRAND ST	KINGSTON	NY	12401	PC	PROGRAM SUPPORT	$5,000
ATTIC ANGEL ASSOCIATION
640 JUNCTION ROAD	MADISON	WI	53717	PC	PROGRAM SUPPORT	$1,300
AVENUE FOR HOMELESS YOUTH
1708 OAK PARK AVE	MINNEAPOLIS	MN	55411	PC	PROGRAM SUPPORT	$5,000
NORTHSTAR DEVELOP CYCLING
8841 FRAIZER ST NE	BLAINE	MN	55014	PC	PROGRAM SUPPORT	$10,000
BOYS & GIRLS CLUB OF DANE COUNTY
1818 W BELTLINE HWY	MADISON	WI	53713	PC	PROGRAM SUPPORT	$20,000
HABITAT FOR HUMANITY LEE COUNTY FL
1288 N TAMIAMI TRAIL	NORTH FT MYERS	FL	33903	PC	PROGRAM SUPPORT	$55,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$249,800	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$125,300	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$114,253	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$239,553	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$239,553	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	RANDALL GROBE, CPA TAX PREPARATION	CategoryTxt
Amt	$1,995	Amt
Net Investment Income	$998	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$997	DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Desc	NONE	Desc
Amt	$0	Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDesc	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt	Total NetTotalNetAmt
PUBLICLY TRADED SECURITIES	$359,411	$349,563	$9,848
TOTAL CAPITAL GAIN DISTRIBUTIONS	$104,405		$104,405

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ABBOTT LABORATORIES	$4,295	$43,430
ABBVIE, INC.	$4,658	$44,270
PEPSICO, INC.	$10,469	$68,335

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (23 entries)

Category Or ItemCategoryOrItemTxt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
DFA US SMALL CAP PORTFOLIO	$100,000	$119,109
DFGA US CORE EQUITY 1 PORTFOLIO	$379,872	$483,558
FIDELITY ADV STK SELECTOR - MIDCAP FD	$111,714	$209,071
FIDELITY ADV NEW INSIGHTS FD	$61,657	$98,412
FUNDAMENTAL INVESTORS	$294,557	$421,366
GROWTH FUND OF AMERICA	$48,019	$100,305
PRIME CAP ODYSSEY GROWTH FD	$150,000	$178,881
WASHINGTON MUTUAL INV FD	$298,305	$380,893
DFA EMERGING MARKETS CORE EQUITY FD	$100,000	$114,158
DFA INTL CORE EQUITY PORTFOLIO	$200,000	$239,341
DFA INVT DIMENSIONS LARGE CAP GWTH PORT.	$100,000	$124,820
DODGE & COX GLOBAL STOCK FD	$250,000	$292,318
EUROPACIFIC GROWTH FD	$43,564	$83,316
SMALLCAP WORLD FD	$58,368	$119,168
BLACKROCK STRATEGIC INCOME OPTIONS PORT.	$154,192	$157,533
DODGE & COX INCOME FD	$273,454	$286,311
FED GOVT ULTRASHORT DURATION FD	$54,833	$54,833
FIDELITY ADVISOR STRATEGIC INCOME FD	$156,748	$159,957
JOHN HANCOCK STRATEGIC INCOME OPPORT FD	$156,289	$161,253
PGIM TOTAL RETURN BOND FD	$276,550	$282,254
PIMCO LOW DURATION INCOME FD	$100,000	$100,351
WESTERN ASSET CORE PLUS BOND FD	$278,463	$293,933
ARTISAN PARTNERS HIGH INCOME FD	$140,000	$141,884

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	PRIOR PERIOD ADJUSTMENT	Desc
Amt	$400	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	INV PROGRAM FEES	Desc
Revenue And Expenses Per Books	$25,218	RevenueAndExpensesPerBooksAmt
Net Investment Income	$25,218	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	CategoryTxt
Amt	$1,908	Amt
Net Investment Income	$1,908	NetInvestmentIncomeAmt

MARVIN P VERHULST FOUNDATION INC: Form 990PF, tax year 2019

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

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (23 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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