Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
GERRISH H MILLIKEN FOUNDATION 009209-009
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 70
  Room/suite
City or town
WILMINGTON
State or province
DE
Country  
ZIP or foreign postal code
19899
A Employer identification number

06-6037106
B Telephone number (see instructions)

2393975002
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$14,978,956J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 10,654 10,654  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
125,932 125,644  
12 Total. Add lines 1 through 11........ 136,586 136,298  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,663 1,831 0 1,832
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,069 2,069   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,389     0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18,717 18,717    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,838 22,617 0 1,832
25 Contributions, gifts, grants paid....... 582,500 582,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 611,338 22,617 0 584,332
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -474,752
b Net investment income (if negative, enter -0-) 113,681
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 21,277 245,194 245,194
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
2,995,116 		Click to see attachment
List of Attached Documents:
// Content
2,896,005 		Click to see attachment
List of Attached Documents:
// Content
14,733,762
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,016,393 3,141,199 14,978,956
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,016,393 3,141,199
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,016,393 3,141,199
30 Total liabilities and net assets/fund balances (see instructions). 3,016,393 3,141,199
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,016,393
2
Enter amount from Part I, line 27a .....................
2
-474,752
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
602,651
4
Add lines 1, 2, and 3 ..........................
4
3,144,292
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
3,093
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,141,199
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,580
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,580
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,580
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,848
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,848
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 1,268
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax790 Refunded 11 478
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
DE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofWILMINGTON TRUST COMPANY Telephone no. (239) 397-5002

Located atPO BOX 70WILMINGTONDE ZIP+419899
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PETER MILLIKEN TRUSTEE
1 		0    
PO BOX 1926
SPARTANBURG,SC29304
W NATHAN WARD SECRETARY / TREASURER
1 		0    
PO BOX 1926
SPARTANBURG,SC29304
STEPHEN G MILLIKEN TRUSTEE
1 		0    
PO BOX 1926
SPARTANBURG,SC29304
JOHN W MILLIKEN TRUSTEE
1 		0    
PO BOX 1926
SPARTANBURG,SC29304
PHOEBE WHIPPLE TRUSTEE
1 		0    
PO BOX 1926
SPARTANBURG,SC29304
GERRISH H MILLIKEN III TRUSTEE
1 		0    
PO BOX 1926
SPARTANBURG,SC29304
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
13,075,397
b
Average of monthly cash balances.......................
1b
240,894
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
13,316,291
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
13,316,291
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
199,744
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,116,547
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
655,827
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
655,827
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,580
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,580
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
654,247
4
Recoveries of amounts treated as qualifying distributions................
4
601,500
5
Add lines 3 and 4............................
5
1,255,747
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,255,747
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
584,332
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
584,332
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 1,255,747
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 712,664
c From 2022...... 0
d From 2023...... 254,754
e From 2024...... 50,917
f Total of lines 3a through e ........ 1,018,335
4Qualifying distributions for 2025 from Part
XI, line 4: $ 584,332
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 584,332
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 671,415 671,415
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 346,920
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		346,920
10 Analysis of line 9:
a Excess from 2021 .... 41,249
b Excess from 2022 .... 0
c Excess from 2023 .... 254,754
d Excess from 2024 .... 50,917
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

IMPACT JUSTICE FOR THE BRIGAID PROEJCT
IN MAINE PRISONS
2930 LAKESHORE AVENUE SUITE 300
OAKLAND,CA94610 		NONE   GENERAL SUPPORT 5,000

CARVER MIDDLE SCHOOL

467 SOUTH CHURCH STREET
SPARTANBURG,SC29306 		NONE   GENERAL SUPPORT 8,000

MARY H WRIGHT ELEMENTARY SCHOOL

457 S CHURCH STREET
SPARTANBURG,SC29306 		NONE   GENERAL SUPPORT 8,000

NORTHERN LIGHT MAINE COAST HOSPITAL

50 UNION STREET
ELLSWORTH,ME04605 		NONE   GENERAL SUPPORT 3,000

MAINE JUSTICE FOUNDATION

40 WATER STREET
HALLOWELL,ME04347 		NONE   GENERAL SUPPORT 4,000

SECOND HARVEST FOOD BANK

1503 OLD CONVERSE ROAD
SPARTANBURG,SC29307 		NONE   GENERAL SUPPORT 3,000

CORINTH COMMUNITY DEVELOPMENT CORPORATIO

302 N HERNDON STREET
UNION,SC29379 		NONE   GENERAL SUPPORT 15,000

UNION CHURCH OF NORTHEAST HARBOR MAINE

PO BOX 555
NORTHEAST HARBOR,ME04662 		NONE   GENERAL SUPPORT 500

UNITED NATIONS FOUNDATION

PO BOX 96619
WASHINGTON,DC200906619 		NONE   GENERAL SUPPORT 3,000

NOVA UKRAINE

3277 S WHITE RD PMB 8475
SAN JOSE,CA95148 		NONE   GENERAL SUPPORT 10,000

NEW LEARNING JOURNEY INC
FBO FIRST LIGHT PROJECT
700 BRAGG HILL ROAD
FAYSTON,VT05673 		NONE   GENERAL SUPPORT 5,000

BARBARA HOUSE OF GREENWICH

100 NELROSE AVE SUITE 100
GREENWICH,CT06830 		NONE   GENERAL SUPPORT 8,000

NATIONAL DOMESTIC WORKERS ALLIANCE

45 BROADWAY STE 2240
NEW YORK,NY10006 		NONE   GENERAL SUPPORT 1,000

MAINE AUDUBON

20 GILSLAND FARM ROAD
FALMOUTH,ME04105 		NONE   GENERAL SUPPORT 5,000

UNITED WAY OF GREENVILLE COUNTY

105 EDINBURGH COURT
GREENVILLE,SC29607 		NONE   GENERAL SUPPORT 3,000

UNITED HELP UKRAINE

PO BOX 83426
GAITHERSBURG,MD20883 		NONE   GENERAL SUPPORT 10,000

PREBLE STREET

55 PORTLAND STREET
PORTLAND,ME04101 		NONE   GENERAL SUPPORT 5,000

SOTERIA COMMUNITY DEVELOPMENT

PO BOX 6061
GREENVILLE,SC29606 		NONE   GENERAL SUPPORT 2,000

OPEN TABLE MDI

PO BOX 451
BAR HARBOR,ME04609 		NONE   GENERAL SUPPORT 2,000

UPSTATE FATHERHOOD COALITION

300 UNION STREET SUITE B
SPARTANBURG,SC29306 		NONE   GENERAL SUPPORT 1,000

ALTERNATE ROOTS INC FBO WOMEN ENGAGED

1270 CAROLINE ST BOX D120-353
ATLANTA,GA30307 		NONE   GENERAL SUPPORT 3,000

FIRST CHURCH OF CHRIST OF LANCASTER
UNITARIAN UNIVERSALIST
P O BOX 66
LANCASTER,MA01523 		NONE   GENERAL SUPPORT 1,000

HAWAII PEOPLES FUND FOR THE FIRST
LIGHT PROGRAM
PO BOX 4163
HONOLULU,HI96707 		NONE   GENERAL SUPPORT 3,000

PROJECT REST FOR THE SAFE HOMES RAPE
CRISIS COALITION
236 UNION STREET
SPARTANBURG,SC29302 		NONE   GENERAL SUPPORT 1,000

RAZOM

140 2ND AVENUE STE 305
NEW YORK,NY100038385 		NONE   GENERAL SUPPORT 10,000

GREENVILLE TECH FOUNDATION INC

PO BOX 5616 MS 6002
GREENVILLE,SC29606 		NONE   GENERAL SUPPORT 2,000

HOMES OF HOPE

3 DUNEAN STREET
GREENVILLE,SC29611 		NONE   GENERAL SUPPORT 1,000

HOPE CENTER FOR CHILDREN

PO BOX 1731
SPARTANBURG,SC29304 		NONE   GENERAL SUPPORT 2,000

MILL VILLAGE MINISTRIES

1186 PENDLETON ST
GREENVILLE,SC29611 		NONE   GENERAL SUPPORT 1,000

JASMINE ROAD INC

PO BOX 25452
GREENVILLE,SC296160452 		NONE   GENERAL SUPPORT 1,000

MAINE PUBLIC BROADCAST NETWORK

1450 LISBON STREET
LEWISTON,ME04240 		NONE   GENERAL SUPPORT 3,000

NDN COLLECTIVE

408 KNOLLWOOD DR
RAPID CITY,SD57701 		NONE   GENERAL SUPPORT 1,000

NEIGHBORHOOD HOUSE CLUB

PO BOX 332
NORTHEAST HARBOR,ME04662 		NONE   GENERAL SUPPORT 5,000

GARDENS FOR HEALTH INTERNATIONAL

PO BOX 1365
DUXBURY,MA02331 		NONE   GENERAL SUPPORT 2,000

REFUSER SOLIDARITY NETWORK

244 FIFTH AVE STE F39
NEW YORK,NY10001 		NONE   GENERAL SUPPORT 5,000

WEIGHT OF WORDS SOCIETY INC

467 BLAIRWOOD COURT
SPARTANBURG,SC29303 		NONE   GENERAL SUPPORT 4,000

CFLEADS

321 MERRIVALE LANE
SPARTANBURG,SC29301 		NONE   GENERAL SUPPORT 2,000

HAND IN HAND MANO EN MANO

PO BOX 573
MILBRIDGE,ME04658 		NONE   GENERAL SUPPORT 3,000

ST MARY AND ST JUDE

PO BOX 105
NORTHEAST HARBOR,ME04662 		NONE   GENERAL SUPPORT 5,000

MISSOULA URBAN DEMONSTRATION PROJECT

1527 WYOMING STREET
MISSOULA,MT59801 		NONE   GENERAL SUPPORT 2,500

BRAC USA INC

110 WILLIAM STREET 18TH FLOOR
NEW YORK,NY10038 		NONE   GENERAL SUPPORT 5,000

ROCKEND INC
FBO ROCKEND ART BARN
PO BOX 296
NORTHEAST HARBOR,ME04662 		NONE   GENERAL SUPPORT 5,000

H O M E INC

PO BOX 10
ORLAND,ME04472 		NONE   GENERAL SUPPORT 7,000

NC FIELD INC

327 N QUEEN STREET SUITE 315
KINSTON,NC28501 		NONE   GENERAL SUPPORT 500

NEXT STEP DOMESTIC VIOLENCE PROJECT

PO BOX 32695
PHOENIX,AZ85064 		NONE   GENERAL SUPPORT 4,000

REBUILD UPSTATE

PO BOX 8693
GREENVILLE,SC29604 		NONE   GENERAL SUPPORT 2,000

RESIST

PO BOX 301240
BOSTON,MA02130 		NONE   GENERAL SUPPORT 1,000

OLYMPIA SNOW WOMEN LEADERSHIP INSTITUTE

ONE MONUMNET SQUARE SUITE 502
PORTLAND,ME04101 		NONE   GENERAL SUPPORT 4,500

MOUNT DESSERT MEDICAL CENTER

PO BOX 926
NORTHEAST HARBOR,ME04662 		NONE   GENERAL SUPPORT 4,000

NORTHEAST HARBOR LIBRARY
SCHOLARSHIP FUND
PO BOX 279
NORTHEAST HARBOR,ME04662 		NONE   GENERAL SUPPORT 10,000

ISLAND HOUSING TRUST

PO BOX 851
MOUNT DESSERT,ME04660 		NONE   GENERAL SUPPORT 25,000

MOUNT DESSERT ISLAND YMCA

21 PARK STREET
BAR HARBOR,ME04609 		NONE   GENERAL SUPPORT 2,000

SPARTANBURG COUNTY FOUNDATION
FBO SPARTANBURG COUNTY DISASTER
424 EAST KENNEDY STREET
SPARTANBURG,SC29302 		NONE   GENERAL SUPPORT 3,000

THE WENDELL GILLEY MUSEUM OF BIRD
CARVING
4 HERRICK ROAD
SOUTHWEST HARBOR,ME04679 		NONE   GENERAL SUPPORT 500

ROMERO INSTITUTE
FBO LAKOTA PEOPLE LAW PROJECT
547 SOUTH 7TH STREET 149
BISMARCK,ND585045859 		NONE   GENERAL SUPPORT 1,000

STRIVE INTERNATIONAL INC

205 EAST 122ND STREET
NEW YORK,NY10035 		NONE   GENERAL SUPPORT 5,000

ISLAND INSTITUTE

PO BOX 648
ROCKLAND,ME04841 		NONE   GENERAL SUPPORT 1,000

HEALTHY ACADIA

140 STATE STREET SUITE 1
ELLSWORTH,ME04605 		NONE   GENERAL SUPPORT 13,000

ISLAND CONNECTIONS

93 COTTAGE STREET SUITE 101
BAR HARBOR,ME04609 		NONE   GENERAL SUPPORT 1,000

NATURAL RESOURCES COUNCIL INC

3 WADE STREET
AUGUSTA,ME04330 		NONE   GENERAL SUPPORT 7,000

NORTHEAST HARBOR AMBULANCE SERVICE INC

PO BOX 122
NORTHEAST HARBOR,ME04662 		NONE   GENERAL SUPPORT 5,000

FRIENDS OF ACADIA

PO BOX 4569
BAR HARBOR,ME04609 		NONE   GENERAL SUPPORT 1,000

CAMPHILL FOUNDATION

PO BOX 820
UWCHLAND,PA19480 		NONE   GENERAL SUPPORT 4,000

DOCTORS WITHOUT BORDERS USA INC

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY100061705 		NONE   GENERAL SUPPORT 5,000

HARVEST HOPE FOOD BANK

2818 WHITE HORSE ROAD
GREENVILLE,SC29611 		NONE   GENERAL SUPPORT 3,000

DOWNEAST HORIZONS FOUNDATION

1200 STATE HIGHWAY 3
BAR HARBOR,ME04609 		NONE   GENERAL SUPPORT 3,000

COLLEGE OF THE ATLANTIC

105 EDEN STREET
BAR HARBOR,ME04609 		NONE   GENERAL SUPPORT 13,000

DIVINITY CARE FACILITY INC

446 ARCH STREET
SPARTANBURG,SC29031 		NONE   GENERAL SUPPORT 1,000

GIBSON SOCIETY

137 BEACON STREET
BOSTON,MA02116 		NONE   GENERAL SUPPORT 1,000

SALT POND COMMUNITY BROADCASTING
FBO WERU PROGRAM
PO BOX 170
EAST ORLAND,ME04431 		NONE   GENERAL SUPPORT 1,000

TEMPLE EDUCATION MINISTRIES INC
FBO HOPE SOUP KITCHEN
13255 ASHEVILLE HIGHWAY
INMAN,SC29349 		NONE   GENERAL SUPPORT 1,000

PROJECT HOST INC

525 S ACADEMY STREET
GREENVILLE,SC29601 		NONE   GENERAL SUPPORT 5,000

UNICEF USA

125 MAIDEN LANE
NEW YORK,NY10038 		NONE   GENERAL SUPPORT 5,000

STROUD WATER RESEARCH CENTER INC

970 SPENCER ROAD
AVONDALE,PA19311 		NONE   GENERAL SUPPORT 5,000

PENDLETON PLACE

1133 PENDLETON STREET
GREENVILLE,SC29601 		NONE   GENERAL SUPPORT 5,000

HIGHLANDER RESEARCH AND EDUCATION CENTER

1959 HIGHLANDER WAY
NEW MARKET,TN37820 		NONE   GENERAL SUPPORT 1,000

MOUNT DESERT ISLAND HOSPITAL

10 WAYMAN LANE
BAR HARBOR,ME04609 		NONE   GENERAL SUPPORT 30,000

SANCTUARY ON CHURCH STREET

50 CHURCH STREET
ELLSWORTH,ME04605 		NONE   GENERAL SUPPORT 1,000

CAMPAIGN FOR SOUTHERN EQUALITY

PO BOX 364
ASHEVILLE,NC28802 		NONE   GENERAL SUPPORT 1,000

MOUNT DESERT ISLAND HISTORICAL SOCIETY

PO BOX 653
MOUNT DESERT,ME04660 		NONE   GENERAL SUPPORT 5,000

YMCA OF GREENVILLE

723 CLEVELAND STREET
GREENVILLE,SC29601 		NONE   GENERAL SUPPORT 1,000

MAINE EQUAL JUSTICE

126 SEWALL STREET
AUGUSTA,ME04330 		NONE   GENERAL SUPPORT 5,000

SOCIAL JUSTICE FUND NORTHWEST

1904 THIRD AVE STE 806
SEATTLE,WA98101 		NONE   GENERAL SUPPORT 1,000

ASHLEY BRYAN CENTER

PO BOX 263
ISLEFORD,ME04646 		NONE   GENERAL SUPPORT 20,000

ESSIE JUSTICE GROUP

1700 BROADWAY SUITE 200
OAKLAND,CA94612 		NONE   GENERAL SUPPORT 5,000

UNITED WAY OF THE PIEDMONT INC

PO BOX 5624
SPARTANBURG,SC29304 		NONE   GENERAL SUPPORT 3,000

JUSTICEAID

2120 KALORAMA RD NW APT 3
WASHINGTON,DC20008 		NONE   GENERAL SUPPORT 10,000

BROTHER'S BROTHER FOUNDATION

1200 GALVESTON AVENUE
PITTSBURGH,PA15233 		NONE   GENERAL SUPPORT 5,000

COLLEGE OF WILLIAM AND MARY FOUNDATION
FOR THE CAROL NICKEL SCHOLARSHIP
PO BOX 1693
WILLIAMSBURG,VA23187 		NONE   GENERAL SUPPORT 3,000

CHRISTADORA INC

1 E 53RD STREET SUITE 1401
NEW YORK,NY100224200 		NONE   GENERAL SUPPORT 3,000

CROSSROADS FUND

3411 W DIVERSEY AVE 20
CHICAGO,IL60647 		NONE   GENERAL SUPPORT 1,000

THE BUTTERFLY FOUNDATION

498 HOWARD STREET
SPARTANBURG,SC29303 		NONE   GENERAL SUPPORT 1,000

PARTNERS IN HEALTH

800 BOYLSTON STREET
BOSTON,MA02199 		NONE   GENERAL SUPPORT 5,000

DIRECT RELIEF

6100 WALLACE BECKNELL ROAD
SANTA BARBARA,CA93117 		NONE   GENERAL SUPPORT 5,000

RAICES

PO BOX 786100
SAN ANTONIO,TX78278 		NONE   GENERAL SUPPORT 5,000

SPEAKING DOWN BARRIERS

PO BOX 7133
SPARTANBURG,SC29304 		NONE   GENERAL SUPPORT 1,000

ST FRANCIS FRIENDS OF THE POOR INC

155 WEST 22ND STREET
NEW YORK,NY10011 		NONE   GENERAL SUPPORT 7,000

MOUNT DESERT ISLAND BIOLOGICAL
LABORATORY
PO BOX 35
SALISBURY COVE,ME04672 		NONE   GENERAL SUPPORT 1,000

HISPANIC FEDERATION INC

55 EXCHANGE PLACE SUITE 501
NEW YORK,NY10005 		NONE   GENERAL SUPPORT 5,000

MOUNT LAND AND GARDEN PRESERVE

PO BOX 208
SEAL HARBOR,ME04675 		NONE   GENERAL SUPPORT 4,000

BROTHERS RESTORING URBAN HOPE
FOR THE BRUH MENTOR PROGRAM
337 LAURELWOOD DRIVE
BOILING SPRINGS,SC29316 		NONE   GENERAL SUPPORT 8,000

ARTSPACE INC

230 SOUTH 500 WEST 230
SALT LAKE CITY,UT84101 		NONE   GENERAL SUPPORT 5,000

UTAHS PROMISE FOR
UNITED WAY OF SALT LAKE
257 E 200 SOUTH STE 300
SALT LAKE CITY,UT841118099 		NONE   GENERAL SUPPORT 10,000

BEAUTY MARKS FOR GIRLS

431 E KENNEDY ST
SPARTANBURG,SC29302 		NONE   GENERAL SUPPORT 2,000

MOUNT DESSERT NURSING ASSOCIATION

PO BOX 397
NORTHEAST HARBOR,ME04662 		NONE   GENERAL SUPPORT 15,000

LOAVES AND FISHES

25 WOODS LAKE ROAD SUITE 810
GREENVILLE,SC29607 		NONE   GENERAL SUPPORT 2,000

PRESIDENT AND FELLOWS OF HARVARD
FBO WARREN WINSLOW SCHOLARSHIP
86 BRATTLE STREET
BOSTON,MA02138 		NONE   GENERAL SUPPORT 2,000

HONDURAN MEDICAL INSTITUTE

221 W 82ND STREET
NEW YORK,NY10024 		NONE   GENERAL SUPPORT 2,000

GIDEON'S PROMISE

101 MARIETTA STREET NW SUITE 250
ATLANTA,GA30303 		NONE   GENERAL SUPPORT 5,000

MOUNT DESERT NURSERY SCHOOL

PO BOX 24
NORTHEAST HARBOR,ME04662 		NONE   GENERAL SUPPORT 10,000

ACADIA WILDLIFE FOUNDATION

PO BOX 207
NORTHEAST HARBOR,ME04662 		NONE   GENERAL SUPPORT 10,000

SEVENTH GENERATION FUND
FOR INDIGENOUS PEOPLES INC
PO BOX 4569
ARCATA,CA95518 		NONE   GENERAL SUPPORT 1,000

BLOOM UPSTATE INC

PO BOX 2374
SPARTANBURG,SC29304 		NONE   GENERAL SUPPORT 4,000

MAINE ORGANIC FARMERS AND GARDENERS
ASSOCIATION
PO BOX 170
UNITY,ME04988 		NONE   GENERAL SUPPORT 5,000

USA FOR UNHCR

1310 L ST NW STE 450
WASHINGTON,DC20005 		NONE   GENERAL SUPPORT 5,000

BAR HARBOR FOOD PANTRY

PO BOX 434
BAR HARBOR,ME046090434 		NONE   GENERAL SUPPORT 3,000

MAINE COAST WALDORF SCHOOL

57 DESSERT ROAD
FREEPORT,ME04032 		NONE   GENERAL SUPPORT 4,000

ISLAMIC RELIEF USA

3655 WHEELER AVE
ALEXANDRIA,VA22304 		NONE   GENERAL SUPPORT 5,000

ANGELS CHARGE MINISTRY

778 UNION STREET
SPARTANBURG,SC29306 		NONE   GENERAL SUPPORT 4,000

MIDDLE TYGER COMMUNITY CENTER

84 GROCE ROAD
LYMAN,SC29365 		NONE   GENERAL SUPPORT 5,000

MAINE COMMUNITY FOUNDATION INC
FBO THE MAINE WOMANS FUND
74 LUNT ROAD SUITE 100
FALMOUTH,ME04105 		NONE   GENERAL SUPPORT 28,000
Total ................................. 3a 582,500
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 10,654  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP INCOME 		    1 125,932  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   136,586  
13Total. Add line 12, columns (b), (d), and (e)..................
13
136,586
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
GERRISH H MILLIKEN FOUNDATION 009209-009
EIN:
06-6037106
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,663 1,831   1,832

TY 2025 OtherAssetsSchedule
Name:
GERRISH H MILLIKEN FOUNDATION 009209-009
EIN:
06-6037106
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
99Y800DD6 SYLVAN PARTNERS LLC 2,995,116 2,896,005 14,733,762


TY 2025 OtherDecreasesSchedule
Name:
GERRISH H MILLIKEN FOUNDATION 009209-009
EIN:
06-6037106
Description Amount
2025 TRANSACTION POSTED IN 2026 793
COST BASIS ADJUSTMENT 2,300


TY 2025 OtherExpensesSchedule
Name:
GERRISH H MILLIKEN FOUNDATION 009209-009
EIN:
06-6037106
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SYLVAN PARTNERSHIP K1 18,717 18,717   0


TY 2025 OtherIncomeSchedule2
Name:
GERRISH H MILLIKEN FOUNDATION 009209-009
EIN:
06-6037106
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SYLVAN PARTNERSHIP LP INCOME 125,932 125,644  


TY 2025 OtherIncreasesSchedule
Name:
GERRISH H MILLIKEN FOUNDATION 009209-009
EIN:
06-6037106
Description Amount
2024 TRANSACTION POSTED IN 2025 1,151
RECOVERY OF PRIOR YEAR GRANTS 601,500


TY 2025 OtherProfessionalFeesSchedule
Name:
GERRISH H MILLIKEN FOUNDATION 009209-009
EIN:
06-6037106
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 2,069 2,069    


TY 2025 TaxesSchedule
Name:
GERRISH H MILLIKEN FOUNDATION 009209-009
EIN:
06-6037106
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 1,541 0   0
ESTIMATED TAX PAYMENTS 2,848 0   0