VERBENA FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- VERBENA FOUNDATION (EIN 51-6508162)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-27
- IRS object ID
- 202513009349100421
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-27T10:01:24-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 516508162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SLADE HILL FOUNDATION 009256-000 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VERB | BusinessNameControlTxt |
| Phone | 3026511942 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 70 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19899 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILMINGTON TRUST COMPANY | PersonNm |
| Person Title | SVP | PersonTitleTxt |
| Phone | 3026511942 | PhoneNum |
| Signature | 2025-10-07 | 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 | SANDRA MURPHY | PreparerPersonNm |
| PTIN | P01252209 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2025-10-07 | PreparationDt |
| 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 | $781,911 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $637,782 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,816 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,816 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $457,597 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $787,802 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $457,597 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$268 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$268 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,102,927 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $465,145 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $241 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $241 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $128 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $64 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $64 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $71 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $52 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $52 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $492 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $376 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $64 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,992 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $376 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,564 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,070,935 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $464,769 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,812 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $306,849 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $306,849 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $37,349 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $20,554 | CorporateBondsBOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $482,736 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $475,062 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $85,715 | TotalAssetsBOYAmt |
| Total Assets EOY | $789,585 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $781,911 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $85,715 | CapitalStockBOYAmt |
| Capital Stock EOY | $789,585 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $85,715 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $789,585 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $85,715 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $789,585 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $85,715 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,070,935 | ExcessRevenueOverExpensesAmt |
| Other Increases | $237 | OtherIncreasesAmt |
| Subtotal | $1,156,887 | SubtotalAmt |
| Other Decreases | $367,302 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $789,585 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 250. ABBOTT LABORATORIES | 2017-07-24 | 2024-11-25 | $29,482 | $12,738 | $16,744 | $16,744 |
| 438. ALPHABET INC CL C | 2024-11-25 | $74,213 | $18,407 | $55,806 | $55,806 | |
| 125. ALPHABET INC CL A | 2017-03-05 | 2024-11-25 | $20,943 | $5,290 | $15,653 | $15,653 |
| 55. AMAZON.COM INC | 2024-11-25 | $11,034 | $2,379 | $8,655 | $8,655 | |
| 584. BANK AMER CORP | 2024-11-25 | $27,676 | $19,569 | $8,107 | $8,107 | |
| 347. BOSTON SCIENTIFIC CORP COM | 2024-11-25 | $30,733 | $9,554 | $21,179 | $21,179 | |
| 106. DANAHER CORP COM | 2017-03-05 | 2024-11-25 | $25,157 | $8,083 | $17,074 | $17,074 |
| 47. DEERE & CO COMMON | 2024-11-25 | $21,746 | $5,342 | $16,404 | $16,404 | |
| 181. EMERSON ELECTRIC CO | 2024-11-25 | $23,971 | $10,915 | $13,056 | $13,056 | |
| 98. META PLATFORMS, INC-A | 2024-11-25 | $55,259 | $20,890 | $34,369 | $34,369 | |
| 56. GOLDMAN SACHS GROUP INCORPORATED | 2024-11-25 | $33,724 | $13,931 | $19,793 | $19,793 | |
| 111. HOME DEPOT INC COM | 2024-11-25 | $47,272 | $16,323 | $30,949 | $30,949 | |
| 24. ISHARES RUSSELL 1000 GROWTH ETF | 2018-02-09 | 2024-11-25 | $9,465 | $3,190 | $6,275 | $6,275 |
| 41. ISHARES RUSSELL 1000 ETF | 2018-02-09 | 2024-11-25 | $13,537 | $5,925 | $7,612 | $7,612 |
| 23. ISHARES S&P SMALL-CAP 600 VALUE ETF | 2024-11-25 | $2,729 | $1,704 | $1,025 | $1,025 | |
| 21. ISHARES S&P SM-CAP 600 GROWTH ETF | 2024-11-25 | $3,178 | $1,737 | $1,441 | $1,441 | |
| 198. ISHARES CORE MSCI EAFE ETF | 2024-11-25 | $14,361 | $12,795 | $1,566 | $1,566 | |
| 96. ISHARES CORE MSCI EMERGING | 2018-04-25 | 2024-11-25 | $5,204 | $5,381 | -$177 | -$177 |
| 188. J P MORGAN CHASE & CO COM | 2022-05-05 | 2024-11-25 | $46,965 | $23,336 | $23,629 | $23,629 |
| 113. JOHNSON & JOHNSON | 2017-03-05 | 2024-11-25 | $17,671 | $13,961 | $3,710 | $3,710 |
| 1535.517 METWEST UNCONSTRAINED BOND CL I | 2024-11-25 | $15,893 | $18,125 | -$2,232 | -$2,232 | |
| 113. MICROSOFT CORP | 2024-11-25 | $46,981 | $15,752 | $31,229 | $31,229 | |
| 13. NETFLIX INC. | 2024-11-25 | $11,337 | $1,828 | $9,509 | $9,509 | |
| 188. ORACLE CORPORATION | 2022-05-05 | 2024-11-25 | $35,774 | $13,791 | $21,983 | $21,983 |
| 104. OTIS WORLDWIDE CORP | 2024-11-25 | $10,647 | $6,238 | $4,409 | $4,409 | |
| 140. PROCTER & GAMBLE CO COM | 2024-11-25 | $24,871 | $12,601 | $12,270 | $12,270 | |
| 145. RTX CORPORATION | 2024-11-25 | $17,231 | $10,555 | $6,676 | $6,676 | |
| 44. SPDR DJ INTL REAL ESTATE ETF | 2018-02-09 | 2024-11-25 | $1,072 | $1,710 | -$638 | -$638 |
| 124. SALESFORCE INC | 2024-11-25 | $42,161 | $10,277 | $31,884 | $31,884 | |
| 78. THERMO FISHER SCIENTIFIC INC | 2017-03-05 | 2024-11-25 | $40,144 | $12,400 | $27,744 | $27,744 |
| 409.119 VANGUARD HIGH YIELD CORP CL ADML | 2024-11-25 | $2,238 | $2,428 | -$190 | -$190 | |
| 48. VANGUARD VALUE ETF | 2018-03-28 | 2024-11-25 | $8,694 | $4,907 | $3,787 | $3,787 |
| 35. VERALTO CORPORATION | 2017-03-05 | 2024-11-25 | $3,763 | $1,057 | $2,706 | $2,706 |
| 100. XYLEM INC-W/I | 2018-11-16 | 2024-11-25 | $12,676 | $7,086 | $5,590 | $5,590 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $457,597 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,460 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,460 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,460 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,360 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,460 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILMINGTON TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3026518571 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 70 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19899 | 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 | Yes (true) | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WILMINGTON TRUST COMPANY | ||||||
| PO BOX 70 | WILMINGTON | DE | 19899 | TRUSTEE | 1 | $241 |
| MORRIS W STROUD II | ||||||
| PO BOX 1926 | SPARTANBURG | SC | 29304 | ADVISOR | 1 | $0 |
| PETER G MILLIKEN | ||||||
| PO BOX 1926 | SPARTANBURG | SC | 29304 | ADVISOR | 1 | $0 |
| SUSANNA LINZEE WELD | ||||||
| PO BOX 1926 | SPARTANBURG | SC | 29304 | ADVISOR | 1 | $0 |
| ELIZA MILLIKEN | ||||||
| PO BOX 1926 | SPARTANBURG | SC | 29304 | ADVISOR | 1 | $0 |
| LUCAS MILLIKEN | ||||||
| PO BOX 1926 | SPARTANBURG | SC | 29304 | ADVISOR | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $291,353 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,122 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $355,475 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $355,475 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,332 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $350,143 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,507 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,507 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,460 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,460 | TotalTaxAmt |
| Distributable Before Adj | $11,047 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,047 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,047 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,564 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $31,564 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,047 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $63,962 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,902 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $45,871 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $147,735 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,564 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,047 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,517 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $168,252 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $168,252 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $63,962 | ExcessFromYear4Amt |
| Excess From Year3 | $37,902 | ExcessFromYear3Amt |
| Excess From Year2 | $45,871 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $20,517 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER G MILLIKEN LINZEE WELD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| INDIGO ARTS ALLIANCE | ||||||||
| 60 COVE STREET | PORTLAND | ME | 04101 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,500 | |
| FULL PLATES FULL POTENTIAL | ||||||||
| 14 MAINE STREET BOX 3 | BRUNSWICK | ME | 04103 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| PRO PUBLICA INC | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH FL | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,500 | |
| MAINE PUBLIC BROADCASTING CORP | ||||||||
| 63 TEXAS AVENUE | BANGOR | ME | 04401 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,500 | |
| MAINE ACADEMY OF MODERN MUSIC | ||||||||
| 125 PRESUMPSCOT ST 14 | PORTLAND | ME | 04103 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| SAFE ABORTIONS FOR EVERYONE | ||||||||
| PO BOX 752 | PORTLAND | ME | 04104 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| MAINE ORGANIC FARMERS & GARDENERS | ||||||||
| PO BOX 170 | UNITY | ME | 04988 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | ASSOCIATION |
| MAINE CENTER FOR PUBLIC INTEREST | ||||||||
| 111 SEWALL ST | AUGUSTA | ME | 04330 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | REPORTING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,816 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $457,597 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ST LOSS SYLVAN | 18 | -$620 |
| LT GAIN SYLVAN | 18 | $352 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $465,145 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $465,145 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LINZEE WELD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1926 | AddressLine1Txt |
| City | SPARTANBURG | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $637,782 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS STOCKS | NoncashPropertyDesc |
| Fair Market Value | $637,782 | FairMarketValueAmt |
| Received | 2024-08-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT & ACCOUNTING FEES (ALLO | CategoryTxt |
| Amt | $128 | Amt |
| Net Investment Income | $64 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $64 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm |
|---|
| 592905749 METWEST UNCONSTRAINE |
| 922031760 VANGUARD HIGH YIELD |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm |
|---|
| 464287614 ISHARES RUSSELL 1000 |
| 464287622 ISHARES RUSSELL 1000 |
| 464287879 ISHARES S&P SMALL-CA |
| 464287887 ISHARES S&P SM-CAP 6 |
| 46432F842 ISHARES CORE MSCI EA |
| 46434G103 ISHARES CORE MSCI EM |
| 78463X863 SPDR DJ INTL REAL ES |
| 922908744 VANGUARD VALUE ETF |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 99Y800DD6 SYLVAN PARTNERS LLC | Desc |
| EOY Book Value | $482,736 | EOYBookValueAmt |
| EOYFMV | $475,062 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTIONS POSTED IN 2025 | $1,376 |
| FUND VARIANCE | $448 |
| DIFF BETWEEN FMV & COST OF CONTRIBUTIONS | $365,478 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM PARTNERSHIP/S-CORP | Desc |
| Revenue And Expenses Per Books | $52 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $52 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2023 TRANSACTIONS POSTED IN 2024 | $229 |
| ROUNDING | $8 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $52 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $16 | $16 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $3 | $3 | $0 |