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WPS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WPS CHARITABLE FOUNDATION INC (EIN 39-1568111)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-14
- IRS object ID
- 202541059349101304
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-14T14:22:52-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391568111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WPS CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Wendy Perkins | InCareOfNm |
| Business Name Control | WPSC | BusinessNameControlTxt |
| Phone | 6089776644 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 W BROADWAY | AddressLine1Txt |
| City | MONONA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537131834 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Vicki Bernards | PersonNm |
| Person Title | Secretary & Treasurer | PersonTitleTxt |
| Signature | 2025-04-15 | SignatureDt |
| 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 | $1,841,686 | 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 | $13,061 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,136 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,136 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,374 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,374 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $110,024 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $432,728 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,024 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $243 | NetSTCapitalGainAdjNetIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $163,595 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $150,534 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $243 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| 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 Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $170 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $170 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,447 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,447 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $770 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,742 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,742 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,129 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,447 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,912 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $280,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $280,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $301,129 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,447 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $287,912 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$137,534 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $138,087 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $243 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $57,948 | CashBOYAmt |
| Cash EOY | $37,565 | CashEOYAmt |
| Cash EOYFMV | $37,565 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $160,654 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $83,694 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $83,694 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $48,619 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $106,649 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $107,184 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $837,481 | CorporateStockBOYAmt |
| Corporate Stock EOY | $769,754 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,166,015 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $489,981 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $459,487 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $447,228 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,594,683 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,457,149 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,841,686 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,594,683 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,457,149 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,594,683 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,457,149 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,594,683 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,457,149 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,594,683 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$137,534 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,457,149 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,457,149 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Public Traded Securities | $305 | $0 | $0 | $305 | $305 |
| Public Traded Securities | $7 | $0 | $0 | $7 | $7 |
| Public Traded Securities | $40 | $0 | $0 | $40 | $40 |
| Public Traded Securities | $17 | $0 | $0 | $17 | $17 |
| Public Traded Securities | $707 | $0 | $0 | $707 | $707 |
| Public Traded Securities | $219 | $0 | $0 | $219 | $219 |
| Public Traded Securities | $1,433 | $0 | $0 | $1,433 | $1,433 |
| Public Traded Securities | $85,000 | $0 | $45,031 | $39,969 | $39,969 |
| Public Traded Securities | $85,000 | $0 | $64,245 | $20,755 | $20,755 |
| Public Traded Securities | $85,000 | $0 | $33,452 | $51,548 | $51,548 |
| Public Traded Securities | $50,000 | $0 | $51,742 | -$1,742 | -$1,742 |
| Public Traded Securities | $25,000 | $0 | $24,228 | $772 | $772 |
| Public Traded Securities | $25,000 | $0 | $25,530 | -$530 | -$530 |
| Public Traded Securities | $25,000 | $0 | $25,516 | -$516 | -$516 |
| Public Traded Securities | $50,000 | $0 | $52,960 | -$2,960 | -$2,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,024 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $243 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,919 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,919 | SubtotalAmt |
| Tax Based On Investment Income | $1,919 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,919 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,919 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
| 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vicki Bernards | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6089778014 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 W BROADWAY | AddressLine1Txt |
| City | MONONA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537131834 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Wendy Perkins | ||||||||
| 1717 W Broadway | Monona | WI | 537131834 | President | 1.00 | $0 | $0 | $0 |
| Vicki Bernards | ||||||||
| 1717 W Broadway | Monona | WI | 537131834 | Secretary & Treasurer | 1.00 | $0 | $0 | $0 |
| Kristine Euclide | ||||||||
| 1717 W Broadway | Monona | WI | 537131834 | Board Chair | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Scholarship payments benefiting 16 students | Description1Txt |
| Expenses1 | $40,000 | Expenses1Amt |
| Description2 | Donations to 21 charitable organizations. | Description2Txt |
| Expenses2 | $240,000 | Expenses2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,681,426 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $190,394 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,871,820 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,871,820 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,077 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,843,743 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,187 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,187 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,919 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $1,919 | TotalTaxAmt |
| Distributable Before Adj | $90,268 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $90,268 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $90,268 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $287,912 | 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 | $287,912 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,268 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $141,634 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $153,380 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $163,811 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $118,524 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $191,305 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $768,654 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $287,912 | QualifyingDistributionsAmt |
| Applied To Current Year | $90,268 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $197,644 | RemainingDistriFromCorpusAmt |
| Total Corpus | $966,298 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $141,634 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $824,664 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $153,380 | ExcessFromYear4Amt |
| Excess From Year3 | $163,811 | ExcessFromYear3Amt |
| Excess From Year2 | $118,524 | ExcessFromYear2Amt |
| Excess From Year1 | $191,305 | ExcessFromYear1Amt |
| Excess From Current Year | $197,644 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Not applicable | ContributingManagerNm |
| Shareholder Manager | Not applicable | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Faatima Kahn | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7786 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537077786 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6089775000 | RecipientPhoneNum |
| Form And Info And Materials | The student creates an account completes the application uploads a transcript and adds their employed parent to complete the parent section of the application. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Early May | SubmissionDeadlinesTxt |
| Restrictions On Awards | Children of full-time employees of WPS or one of its wholly owned subsidiaries are eligible to apply for one of these $2,500 scholarships. The program is open to children of all full-time employees regardless of location or remote worker status. This includes stepchildren and adopted children. An eligible student must be a high school senior or have graduated from high school and must be age 25 or younger as of May 31 2025. The student must also have a cumulative grade point average of at least 2.50 on a 4.00 scale. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| East Tennessee State University | |||||||
| 1276 Gilbreath Drive | Johnson City | TN | 37614 | No Relationship | 509a1 | Financial support of students | $2,500 |
| John A Logan College | |||||||
| 700 Logan College Dr | Carterville | IL | 62918 | No Relationship | 509a1 | Financial support of students | $2,500 |
| Madison Area Technical College | |||||||
| 3550 Anderson Street | Madison | WI | 53704 | No Relationship | 509a1 | Financial support of students | $5,000 |
| Mercer University | |||||||
| 1501 Mercer University Drive | Macon | GA | 31207 | No Relationship | 509a1 | Financial support of students | $2,500 |
| Milwaukee School of Engineering | |||||||
| 1025 N Broadway | Milwaukee | WI | 53202 | No Relationship | 509a1 | Financial support of students | $2,500 |
| Northcentral Technical College | |||||||
| 1000 West Campus Drive | Wausau | WI | 54401 | No Relationship | 509a1 | Financial support of students | $2,500 |
| Southern Illinois University | |||||||
| 1263 Lincoln Drive | Carbondale | IL | 62901 | No Relationship | 509a1 | Financial support of students | $2,500 |
| University of Illinois | |||||||
| 1 University Plaza | Springfield | IL | 62703 | No Relationship | 509a1 | Financial support of students | $2,500 |
| University of Nebraska Lincoln | |||||||
| PO Box 880411 | Lincoln | NE | 68588 | No Relationship | 509a1 | Financial support of students | $2,500 |
| University of Nebraska Omaha | |||||||
| 6001 Dodge Street | Omaha | NE | 68182 | No Relationship | 509a1 | Financial support of students | $2,500 |
| University of Wisconsin La Crosse | |||||||
| 1725 State Street | La Crosse | WI | 54601 | No Relationship | 509a1 | Financial support of students | $2,500 |
| University of Wisconsin Madison | |||||||
| 333 East Campus Mall | Madison | WI | 53715 | No Relationship | 509a1 | Financial support of students | $2,500 |
| University of Wisconsin Oshkosh | |||||||
| 800 Algoma Boulevard | Oshkosh | WI | 54901 | No Relationship | 509a1 | Financial support of students | $2,500 |
| 68 Inc | |||||||
| 821 Industry Road | Sauk City | WI | 53583 | No Relationship | PC | Local initiative | $3,250 |
| Aldo Leopold Nature Center | |||||||
| 330 Femrite Drive | Monona | WI | 53716 | No Relationship | PC | Local initiative | $3,000 |
| American Indian Community | |||||||
| 202 W 2nd Street | Duluth | MN | 55802 | No Relationship | PC | Underserved populations | $6,500 |
| Boulder Crest Foundation | |||||||
| 33735 Snickersville Turnpike | Bluemont | VA | 20135 | No Relationship | PC | Military veterans | $20,000 |
| Edgewood College | |||||||
| 1000 Edgewood College Drive | Madison | WI | 53711 | No Relationship | PC | Military veterans | $12,500 |
| Faith & Deliverance Recovery Outreach | |||||||
| 1609 25th Street | Newport News | VA | 23607 | No Relationship | PC | Underserved populations | $3,250 |
| Hmong Institute Inc | |||||||
| 5310 Arapahoe Lane | Madison | WI | 53074 | No Relationship | PC | Local initiative | $3,250 |
| Kims Open Door | |||||||
| 2214 Spanish Moss Drive | Jacksonville | FL | 32246 | No Relationship | PC | Underserved populations | $3,250 |
| NAMI Wisconsin | |||||||
| 4233 W Beltline Hwy | Madison | WI | 53717 | No Relationship | PC | Health and wellness | $5,000 |
| National Alliance on Mental | |||||||
| 4301 Wilson Boulevard 300 | Arlington | VA | 22203 | No Relationship | PC | Health and wellness | $10,000 |
| New Community Shelter Inc | |||||||
| 301 Mather Street | Green Bay | WI | 54303 | No Relationship | PC | Health and wellness | $3,250 |
| One City Schools Foundation | |||||||
| 2012 Fisher Street | Madison | WI | 53713 | No Relationship | PC | Local initiative | $3,000 |
| River Bend Food Bank | |||||||
| 4010 Kimmel Drive | Davenport | IA | 52802 | No Relationship | PC | Health and wellness | $3,250 |
| River Food Pantry Inc | |||||||
| 2201 Darwin Road | Madison | WI | 53704 | No Relationship | PC | Health and wellness | $4,250 |
| St Vincent De Paul of The Valley | |||||||
| 237 Roosevelt Drive | Derby | CT | 06418 | No Relationship | PC | Health and wellness | $3,250 |
| Stand Down Madison | |||||||
| PO Box 259321 | Madison | WI | 53725 | No Relationship | PC | Military veterans | $5,000 |
| United Way of Dane County | |||||||
| 2059 Atwood Avenue | Madison | WI | 53704 | No Relationship | PC | United Way | $100,000 |
| Texas Women's University | |||||||
| 304 Administration Drive | Denton | TX | 76204 | No Relationship | 509a1 | Financial support of students | $2,500 |
| Foundation for Madison Public Schools | |||||||
| 101 Nob Hill Road Suite 300 | Madison | WI | 53713 | No Relationship | PC | Underserved populations | $3,000 |
| Mental Health America Inc | |||||||
| 500 Montgomery Street Suite 820 | Alexandria | VA | 22314 | No Relationship | PC | Health and wellness | $20,000 |
| NAMI Dane County | |||||||
| 818 W Badger Road Suite 104 | Madison | WI | 53713 | No Relationship | PC | Health and wellness | $5,000 |
| Psycharmor Institute | |||||||
| 6215 Ferris Square Suite 205 | San Diego | CA | 92121 | No Relationship | PC | Health and wellness | $20,000 |
| Carroll University | |||||||
| 1111 Sentry Drive | Waukesha | WI | 53186 | No Relationship | 509a1 | Financial support of students | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $280,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,136 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,374 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $110,024 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $150,534 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $150,534 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax return filing fee | CategoryTxt |
| Amt | $170 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $170 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate bonds | BondNm |
| EOY Book Value | $459,487 | EOYBookValueAmt |
| EOYFMV | $447,228 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate stock | StockNm |
| EOY Book Value | $769,754 | EOYBookValueAmt |
| EOYFMV | $1,166,015 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $48,619 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $107,184 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $106,649 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $107,184 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Software fee | $6,955 | $0 | $0 | $6,955 |
| Bank fees | $74 | $0 | $0 | $74 |
| PO Box fee | $400 | $0 | $0 | $400 |
| DFI filing fee | $54 | $0 | $0 | $54 |
| Supplies | $259 | $0 | $0 | $259 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Custodial fees - Associated Trust | CategoryTxt |
| Amt | $12,447 | Amt |
| Net Investment Income | $12,447 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Form 990 2022 tax | CategoryTxt |
| Amt | $770 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |