WIPFLI FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WIPFLI FOUNDATION INC (EIN 20-2901635)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2025-04-09
- IRS object ID
- 202510999349100511
- Schema version
- 2023v6.0
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-09T09:31:27-05:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 W BELTLINE HWY STE 501 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202901635 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WIPF | BusinessNameControlTxt |
| Phone | 7158453111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8010 | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 544028010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE CAVADEAS | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 7158453111 | PhoneNum |
| Signature | 2025-04-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA L ANDERSON CPA | PreparerPersonNm |
| PTIN | P01338572 | PTIN |
| Phone | 6082741980 | PhoneNum |
| Preparation | 2025-04-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $2,763,640 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $262,670 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $74,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,730 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $954 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $954 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $338,354 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,684 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $11,793 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,793 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,430 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $239 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $239 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,462 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,793 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $239 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $259,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $259,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $272,862 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,793 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $259,639 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $65,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,891 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $999,109 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $98,128 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $98,128 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $347,060 | CorporateStockBOYAmt |
| Corporate Stock EOY | $359,580 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $815,898 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $512,832 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $512,832 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $437,309 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $358,306 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,312,259 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,412,305 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,217,307 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,282,799 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,763,640 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,217,307 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,282,799 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,217,307 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,282,799 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,217,307 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,282,799 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,217,307 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $65,492 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,282,799 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,282,799 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $16,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $15,046 | CostOrOtherBasisAmt |
| Gain Or Loss | $954 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $954 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $954 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $888 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $888 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $888 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $28 | EsPenaltyAmt |
| Tax Due | $916 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ID | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TARA GEISER | IndividualWithBooksNm |
| Phone | 7158453111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N 1ST ST SUITE 7000 | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| DURWARD FERLAND | |||||||||
| 30 LONG CREEK DRIVE | SOUTH PORTLAND | ME | 04106 | PRESIDENT/DIRECTOR | 0.20 | $0 | $0 | $0 | |
| STEPHANIE CAVADEAS | |||||||||
| 469 SECURITY BOULEVARD | GREEN BAY | WI | 54313 | TREASURER/DIRECTOR | 0.20 | $0 | $0 | $0 | |
| MARYPAT DAVITZ | |||||||||
| 7733 FORSYTH BLVD SUITE 1200 | ST LOUIS | MO | 63105 | VICE PRESIDENT/DIRECTOR | 0.20 | $0 | $0 | $0 | |
| JESSICA MACKLIN | |||||||||
| 100 TRI-STATE INTERNATIONAL SUITE | LINCOLNSHIRE | IL | 60069 | DIRECTOR | 0.20 | $0 | $0 | $0 | 300 |
| AUDRA MONCUR | |||||||||
| 4949 HARRISON AVENUE SUITE 300 | ROCKFORD | IL | 61108 | DIRECTOR | 0.20 | $0 | $0 | $0 | |
| SHEREEN MAHONEY | |||||||||
| 12110 SUNSET HILLS RD | RESTON | VA | 20190 | DIRECTOR | 0.20 | $0 | $0 | $0 | |
| SHELLY WORREL | |||||||||
| 150 SOUTH 5TH STREET SUITE 2000 | MINNEAPOLIS | MN | 55402 | DIRECTOR | 0.20 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,471,699 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,596 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,589,295 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,589,295 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,839 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,550,456 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $127,523 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $127,523 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $888 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $888 | TotalTaxAmt |
| Distributable Before Adj | $126,635 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $126,635 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $126,635 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $259,639 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $259,639 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $126,635 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $110,132 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $120,803 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $41,788 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $270,164 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $119,305 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $662,192 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $259,639 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $126,635 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $133,004 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $795,196 | 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 | $110,132 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $685,064 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $120,803 | ExcessFromYear4Amt |
| Excess From Year3 | $41,788 | ExcessFromYear3Amt |
| Excess From Year2 | $270,164 | ExcessFromYear2Amt |
| Excess From Year1 | $119,305 | ExcessFromYear1Amt |
| Excess From Current Year | $133,004 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DURWARD FERLAND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10000 INNOVATION DR SUITE 250 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4144319303 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATIONS SHOULD INCLUDE DETAILS ON THE ACTIVITY OR ORGANIZATION FOR WHICH THE SUPPORT IS REQUESTED, THE AMOUNT NEEDED, OTHER SOURCES OF FUNDING, AND DOCUMENTED EXEMPT STATUS OF THE ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE SPECIFIED AT THIS TIME | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE SPECIFIED AT THIS TIME | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AICPA FOUNDATION | |||||||
| 220 LEIGH FARM RD | DURHAM | NC | 27707 | NONE | PUBLIC | GENERAL FUNDING | $5,000 |
| BETA ALPHA PSI (COLORADO) | |||||||
| C/O JEREMIAH CONTRERAS | BOULDER | CO | 80309 | NONE | PUBLIC | GENERAL FUNDING | $2,500 |
| BETA ALPHA PSI ZETA DELTA CHAPTER | |||||||
| PO BOX 8141 | STATESBORO | GA | 30460 | NONE | PUBLIC | GENERAL FUNDING | $11,600 |
| CARLSON SCHOOL OF MANAGEMENT | |||||||
| 321 NINETEEN AVENUE SOUTH | MINNEAPOLIS | MN | 554550438 | NONE | PUBLIC | GENERAL FUNDING | $1,500 |
| CARROLL COLLEGE | |||||||
| 100 N EAST AVE | WAUKESHA | WI | 53186 | NONE | PUBLIC | GENERAL FUNDING | $2,500 |
| CLAYTON STATE UNIVERSITY | |||||||
| 2000 CLAYTON STATE BLVD | MORROW | GA | 30260 | NONE | PUBLIC | GENERAL FUNDING | $3,000 |
| COLORADO CHRISTIAN UNIVERSITY FUND | |||||||
| ATTN DAVINA VANNICE | LAKEWOOD | CO | 80226 | NONE | PUBLIC | GENERAL FUNDING | $4,000 |
| COLORADO STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 1870 | FORT COLLINS | CO | 80522 | NONE | PUBLIC | GENERAL FUNDING | $3,000 |
| CPA ENDOWMENT FUND OF ILLLINOIS | |||||||
| 550 W JACKSON STE 900 | CHICAGO | IL | 60661 | NONE | PUBLIC | GENERAL FUNDING | $4,000 |
| GEORGIA COLLEGE & STATE UNIVERSITY FOUNDATION | |||||||
| DEPARTMENT OF ACCOUNTING CBX 15 | MILLEDGEVILLE | GA | 31061 | NONE | PUBLIC | GENERAL FUNDING | $3,000 |
| GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC | |||||||
| PO BOX 8053 | STATESBORO | GA | 304608053 | NONE | PUBLIC | GENERAL FUNDING | $1,000 |
| IDAHO STATE UNIVERSITY ACCOUNTING DEPT | |||||||
| CATHERINEI RIDER | POCATELLO | ID | 832098020 | NONE | PUBLIC | GENERAL FUNDING | $5,000 |
| IDAHO STATE UNIVERSITY BETA ALPHA PSI CLB 034 | |||||||
| ATTN JUSTIN WOOD | POCATELLO | ID | 832098020 | NONE | PUBLIC | GENERAL FUNDING | $3,500 |
| ISU ACCOUNTING CAREER VISION SYMPLIUM LACT 04 | |||||||
| ATTN DR BOB PICARD | POCATELLO | ID | 832098020 | NONE | PUBLIC | GENERAL FUNDING | $2,000 |
| KEENESAW STATE UNIVERSITY | |||||||
| 3391 TOWN POINT DRIVE SUITE 1000 | KEENESAW | GA | 30144 | NONE | PUBLIC | GENERAL FUNDING | $22,000 |
| MAINE SOCIETY OF CPAS | |||||||
| PO BOX 17735 | PORTLAND | ME | 04112 | NONE | 501C6 | SUPPORTING SOCIETY'S CPA INITIATIVES TO FOCUS ON HIGH SCHOOL STUDENTS AND COLLEGE PROGRAMS TO EDUCATE AND ENCOURAGE THE ACCOUNTING PROFESSION TO STUDENTS OF MAINE. | $5,000 |
| MARQUETTE UNIVERSITY | |||||||
| PO BOX 1881 | MILWAUKEE | WI | 532011881 | NONE | PUBLIC | GENERAL FUNDING | $10,000 |
| MNCPA FOUNDATION | |||||||
| 1650 W 82ND STREET | BLOOMINGTON | MN | 55431 | NONE | PUBLIC | GENERAL FUNDING | $5,000 |
| MOCPA EDUCATIONAL FOUNDATION | |||||||
| 540 MARYVILLE CENTRE DRIVE | ST LOUIS | MO | 63141 | NONE | PUBLIC | GENERAL FUNDING | $6,250 |
| MONTANA DECA | |||||||
| PO BOX 11893 | BOZEMAN | MT | 59719 | NONE | PUBLIC | GENERAL FUNDING | $1,000 |
| MONTANA STATE UNIVERSITY BILLINGS FOUNDATION | |||||||
| 1500 UNIVERSITY DRIVE | BILLINGS | MT | 59101 | NONE | PUBLIC | GENERAL FUNDING | $2,350 |
| MSU COLLEGE OF BUSINESS | |||||||
| 1501 SOUTH 11TH AVENUE | BOZEMAN | MT | 59715 | NONE | PUBLIC | GENERAL FUNDING | $1,250 |
| MTCPA LEGACY FOUNDATION | |||||||
| PO BOX 138 | HELENA | MT | 59624 | NONE | PUBLIC | GENERAL FUNDING | $2,000 |
| NORTH DAKOTA STATE FOUNDATION | |||||||
| PO BOX 5144 | FARGO | ND | 58102 | NONE | PUBLIC | GENERAL FUNDING | $4,500 |
| NORTHERN ILLINOIS UNIVERSITY FOUNDATION | |||||||
| 231 NORTH ANNIE GLIDDEN ROAD | DEKALB | IL | 60115 | NONE | PUBLIC | GENERAL FUNDING | $3,400 |
| PENNSYLVANIA CPA FOUNDATION | |||||||
| 1801 MARKET STREET SUITE 2400 | PHILADELPHIA | PA | 19103 | NONE | PUBLIC | GENERAL FUNDING | $5,000 |
| ST NORBERT COLLEGE | |||||||
| 100 GRANT STREET | DE PERE | WI | 54115 | NONE | PUBLIC | GENERAL FUNDING | $4,500 |
| SAINT LOUIS UNIVERSITY | |||||||
| 1 N GRAND BLVD | ST LOUIS | MO | 63103 | NONE | PUBLIC | GENERAL FUNDING | $3,000 |
| TEXAS WOMAN'S UNIVERSITY | |||||||
| 304 ADMINISTRATION DRIVE | DENTON | TX | 76204 | NONE | PUBLIC | GENERAL FUNDING | $3,000 |
| THOMAS COLLEGE | |||||||
| 180 WEST RIVER ROAD | WATERVILLE | ME | 04901 | NONE | PUBLIC | GENERAL FUNDING | $2,500 |
| UGA FOUNDATION - UNIVERSITY OF GEORGIA | |||||||
| UNIVERSITY OF GEORGIA | ATHENS | GA | 30602 | NONE | PUBLIC | GENERAL FUNDING | $2,000 |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||
| PO BOX 734500 | CHICAGO | IL | 606734500 | NONE | PUBLIC | GENERAL FUNDING | $10,000 |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 OAK STREET SE SUITE 500 | MINNEAPOLIS | MN | 554552010 | NONE | PUBLIC | GENERAL FUNDING | $5,500 |
| UNIVERSITY OF MISSOURI - ST LOUIS | |||||||
| 230 WOODS HALL | SAINT LOUIS | MO | 63121 | NONE | PUBLIC | GENERAL FUNDING | $9,000 |
| UNIVERSITY OF MONTANA FOUNDATION | |||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | NONE | PUBLIC | GENERAL FUNDING | $6,750 |
| UNIVERSITY OF NORTH DAKOTA FOUNDATION | |||||||
| 3501 UNIVERSITY AVE STOP 8157 | GRAND FORKS | ND | 58202 | NONE | PUBLIC | GENERAL FUNDING | $4,700 |
| UNIVERSITY OF NEW HAMPSHIRE FOUNDATION | |||||||
| 9 EDGEWOOD RD | DURHAM | NH | 03824 | NONE | PUBLIC | GENERAL FUNDING | $5,000 |
| UNIVERSITY OF NORTHERN COLORADO FOUNDATION | |||||||
| 1620 RESERVOIR RD | GREELEY | CO | 80631 | NONE | PUBLIC | GENERAL FUNDING | $1,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA FULLERTON FOUNDATION | |||||||
| 315 N POMONA AVE | FULLERTON | CA | 92832 | NONE | PUBLIC | GENERAL FUNDING | $3,000 |
| UNIVERSIY OF SOUTHERN MAINE FOUNDATION | |||||||
| PO BOX 9300 | PORTLAND | ME | 041049300 | NONE | PUBLIC | GENERAL FUNDING | $5,000 |
| UNIVERSITY OF ST THOMAS FOUNDATION | |||||||
| 2115 SUMMIT AVENUE | SAINT PAUL | MN | 55105 | NONE | PUBLIC | GENERAL FUNDING | $1,000 |
| UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION | |||||||
| 105 GARFIELD AVENUE | EAU CLAIRE | WI | 54702 | NONE | PUBLIC | GENERAL FUNDING | $14,000 |
| UNIVERSITY OF WISCONSIN - GREEN BAY FOUNDATION | |||||||
| 2420 NICOLET DRVIE | GREEN BAY | WI | 543117001 | NONE | PUBLIC | GENERAL FUNDING | $6,600 |
| UNIVERSITY OF WISCONSIN - LACROSSE FOUNDATION | |||||||
| 615 EAST AVENUE NORTH | LACROSSE | WI | 54601 | NONE | PUBLIC | GENERAL FUNDING | $3,500 |
| UNIVERSITY OF WISCONSIN - MILWAUKEE FOUNDATION | |||||||
| 2200 KENWOOD BLVD | MILWAUKEE | WI | 532010413 | NONE | PUBLIC | GENERAL FUNDING | $10,500 |
| UNIVERSITY OF WISCONSIN - OSHKOSH | |||||||
| 842 ALGOMA BLVD | OSHKOSH | WI | 549013511 | NONE | PUBLIC | GENERAL FUNDING | $1,000 |
| UNIVERSITY OF WISCONSIN - WHITEWATER FOUNDATION | |||||||
| 800 W MAIN STREET | WHITEWATER | WI | 53190 | NONE | PUBLIC | GENERAL FUNDING | $14,000 |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 975 UNIVERSITY AVENUE | MADISON | WI | 537061323 | NONE | PUBLIC | GENERAL FUNDING | $4,000 |
| WEST CHESTER UNIVERSITY FOUNDATION | |||||||
| 202 CARTER DRIVE | WEST CHESTER | PA | 19382 | NONE | PUBLIC | GENERAL FUNDING | $13,500 |
| WICPA EDUCATIONAL FOUNDATION | |||||||
| W233N2080 RIDGEVIEW PARKWAY STE 201 | WAUKESHA | WI | 53188 | NONE | PUBLIC | GENERAL FUNDING | $2,500 |
| WOMEN IN BUSINESS - CARLSON SCHOOL OF MANAGEMENT | |||||||
| 321 19TH AVE S 4-300 | MINNEAPOLIS | MN | 55455 | NONE | PUBLIC | GENERAL FUNDING | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $259,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,730 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $954 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $75,684 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,684 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8010 | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $259,900 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAINE SOCIETY OF CPAS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 17735 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-12-21 | GrantDt |
| Grant | $5,000 | GrantAmt |
| Purpose Of Grant | SUPPORTING SOCIETY'S CPA INITIATIVES TO FOCUS ON HIGH SCHOOL STUDENTS AND COLLEGE PROGRAMS TO EDUCATE AND ENCOURAGE THE ACCOUNTING PROFESSION TO STUDENTS OF MAINE. SPECIFICALLY, THE MECPA HELD AN EVENT IN MAY 2024 ON THE CAMPUS OF ST. JOSEPH'S COLLEGE OF MAINE TO RAISE AWARENESS ABOUT THE ACCOUNTING PROFESSION AND THE MANY CAREER PATHWAYS AVAILABLE TO STUDENTS WHO PURSUE BUSINESS MAJOR, IN PARTICULAR AN ACCOUNTING DEGREE, IN COLLEGE. | PurposeOfGrantTxt |
| Expended By Grantee | $5,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 04/07/25 | DatesOfReportsByGranteeTxt |
| Verification | 2024-05-31 | VerificationDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA INVESTMENT GRADE I | $154,347 | $132,144 |
| DODGE & COX INCOME I | $176,389 | $156,277 |
| PIMCO TOTAL RETURN INSTL | $182,096 | $148,888 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MARKETS CORE EQUITY I | $56,453 | $73,025 |
| DFA INTERNATIONAL SMALL COMPANY I | $21,392 | $24,453 |
| DFA INTERNATIONAL VALUE I | $75,468 | $111,707 |
| DFA US LARGE CAP VALUE I | $36,633 | $85,314 |
| DFA US MICRO CAP I | $6,176 | $7,433 |
| SCHWAB S&P 500 INDEX | $130,393 | $431,791 |
| VANGUARD INTERNATIONAL GROWTH ADMIN | $19,995 | $44,243 |
| VANGUARD SMALL CAP GROWTH INDEX ADMIRAL | $13,070 | $37,932 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AVANTIS EMERGING MARKETS | AT COST | $15,357 | $13,512 |
| AVANTIS INTERNATIONAL | AT COST | $62,147 | $63,205 |
| AVANTIS INTERNATNL SML | AT COST | $50,121 | $51,885 |
| AVANTIS US EQUITY ETF | AT COST | $7,123 | $8,655 |
| AVANTIS US SMALL CAP | AT COST | $87,677 | $105,240 |
| !SHARES CORE MSCI | AT COST | $84,950 | $94,399 |
| !SHARES CORE MSCI INTRL | AT COST | $12,465 | $12,346 |
| !SHARES CORE S&P SMALL | AT COST | $12,802 | $12,390 |
| !SHARES CORE S&P 500 | AT COST | $78,336 | $99,103 |
| REAL ESTATE SELECT SCTR | AT COST | $120,841 | $128,114 |
| SPDR PORTFOLIO S&P 400 | AT COST | $146,583 | $182,073 |
| SPDR SHORT TERM | AT COST | $96,948 | $97,264 |
| VANGUARD FTSE DEVELOPED | AT COST | $50,699 | $57,922 |
| VANGUARD INTERMEDIATE | AT COST | $44,701 | $44,999 |
| VANGUARD INTRMDIAT TRM | AT COST | $44,647 | $43,430 |
| VANGUARD TOTAL BOND | AT COST | $342,374 | $335,848 |
| WSDMTREE EMRG MKTS | AT COST | $54,488 | $61,920 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATIONERY AND SUPPLIES | Desc |
| Revenue And Expenses Per Books | $239 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $239 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $11,793 | Amt |
| Net Investment Income | $11,793 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $1,000 | $0 | $0 |
| STATE TAXES | $430 | $0 | $0 |
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