2024-11-05T07:28:45-06:00 2023-12-31 813294049 POWDERMILL FINANCIAL SOLUTIONS 5803 KENNETT PIKE STE A WILMINGTON DE 198071195 990PF 2023-01-01 261526655 THE SCOOTER-BOXIE FOUNDATION INC SCOO 3026587796 5803 KENNETT PIKE A WILMINGTON DE 19807 JOHN M MURRAY PRESIDENT 3026587796 2024-11-01 1 0 MICHAEL MORGAN P01446968 3026587796 2024-11-01 2023 2024-10-15 13:58:12Z X 1609268 X X 58957 58957 49852 307378 49852 108809 108809 0 0 0 6496 0 0 9584 9584 0 2250 0 0 18330 9584 0 75000 75000 93330 9584 75000 15479 99225 3143 11897 11897 81318 40321 40321 898850 997022 1432063 200038 149588 124987 1183349 1198828 1609268 0 0 X 1183349 1198828 0 0 0 0 1183349 1198828 1183349 1198828 1183349 15479 0 1198828 0 1198828 PUBLICLY TRADED SECURITIES 2023-01-01 2023-12-31 8247 8225 22 22 PUBLICLY TRADED SECURITIES 2022-01-01 2023-12-31 299131 249301 49830 49830 49852 1379 0 1379 0 1379 3186 0 0 0 3186 X 0 1807 1807 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A POWDERMILL FINANCIAL SOLUTIONS 3026587796 5803 KENNETT PIKE STE A WILMINGTON DE 19807 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN M MURRAY 5803 KENNETT PIKE STE A WILMINGTON DE 19807 PRESIDENT 1.00 0 0 0 MARY KAYE MURRAY 5803 KENNETT PIKE STE A WILMINGTON DE 19807 VICE PRESIDENT 1.00 0 0 0 AUBREE K WELLONS 5803 KENNETT PIKE STE A WILMINGTON DE 19807 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 1485905 71344 0 1557249 0 0 1557249 23359 1533890 76695 76695 1379 1379 75316 0 75316 0 75316 75000 0 75000 75316 74393 0 0 75000 74393 0 0 607 0 0 0 0 0 0 0 0 74709 0 0 0 MARY KAYE MURRAY X EASTERSEALS DELAWARE & MARYLAND'S EASTERN SHORE 61 CORPORATE CIRCLE NEW CASTLE DE 19720 NONE ANNUAL FUND 1000 THE PILOT SCHOOL 208 WOODLAWN ROAD WILMINGTON DE 19803 NONE TUITION AID ENDOWMENT 74000 75000 0 14 58957 18 49852 0 108809 0 108809 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6496 0 0 WILMINGTON BROAD MARKET BOND FUND INSTITUTIONAL CLASS 149588 124987 BAILLIE GIFFORD EMERGING MARKETS EQUITIES FUND CLASS K 43699 47602 COLUMBIA OVERSEAS VALUE FUND INSTITUTIONAL 3 CLASS 84400 90650 WCM FOCUSED INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS 55046 71059 WILMINGTON LARGE-CAP STRATEGY FUND 274276 437942 WILMINGTON MULTI-MANAGER REAL ASSET FUND 46883 46450 ACCENTURE PLC 1793 3860 AIR PRODUCTS & CHEMICALS 2711 4381 AMERICAN ELECTRIC POWER COMPANY INC 2340 2762 AMERICAN TOWER CORP 2097 5181 AMGEN INC 2075 4896 ANALOG DEVICES INC 2310 8538 APPLE INC 4655 30035 BLACKROCK INC 2638 6494 BROADCOM INC 3031 13395 CHEVRON CORP 2281 3132 CISCO SYSTEMS INC 2827 5305 CITIGROUP INC 3208 2418 CME GROUP INC 1960 3370 CMS ENERGY CORP 1774 2032 COMCAST CORP NEW A 3135 3683 COSTCO WHOLESALE CORP 2652 9901 DANAHER CORP 692 6246 EOG RESOURCES INC 3066 6289 ESTEE LAUDER COMPANIES INC 1763 2486 EXPEDIA INC 2282 2732 FEDEX CORP 3357 5312 ISHARES CORE MSCI EAFE ETF 138141 160398 ISHARES CORE S&P SMALL-CAP ETF 40543 73069 JOHNSON & JOHNSON 1977 4232 JPMORGAN CHASE & CO 2530 10206 LOCKHEED MARTIN CORP 909 3626 LOWE'S COMPANIES INC 2038 9347 MASTERCARD INC 2298 10236 MERCK & COMPANY INC 1067 3489 METLIFE INCORPORATED 1381 2645 MICROSOFT CORP 6279 31963 MORGAN STANLEY 2868 5315 NIKE INC 2773 3583 OMNICOM GROUP INC 2476 4412 ORACLE CORP 1397 3690 PEPSICO INC 2175 5095 PHILIP MORRIS INTERNATIONAL INC 1864 2164 PROCTER & GAMBLE CO 2388 3664 QUALCOMM INC 2421 5207 SHERWIN-WILLIAMS CO 2249 5926 STARBUCKS CORP 2532 3456 TJX COMPANIES INC 2383 5535 TRANE TECHNOLOGIES 388 5854 U S BANCORP 2518 2597 UNION PACIFIC CORP 1717 6141 UNITEDHEALTH GROUP INC 3225 8950 VALERO ENERGY CORP 3318 6240 WALT DISNEY CO 1957 1535 WILLIS TOWERS WATSON PLC 1935 3136 XYLEM INC 2405 3316 ZOETIS INC 1587 5132 ISHARES CORE MSCI EMERGING MARKETS ETF 13767 12645 AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FD 30000 30890 METROPOLITAN WEST TOTAL RETURN FOND FD CLASS I 105000 105487 ABBOTT LABORATORIES 5177 5724 DEER & CO 4546 4399 HONEYWELL INTERNATIONAL INC 4511 4823 INTUIT INC 3714 5000 ISHARES MSCI USA QUALITY FACTOR ETF 31617 36785 INVESTMENT MANAGEMENT 9584 9584 0 FRANCHISE TAX 50 0 0 FEDERAL TAX 2200 0 0