SENTRY INSURANCE FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SENTRY INSURANCE FOUNDATION INC (EIN 39-1037370)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-11
IRS object ID
202423169349100942
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-11T09:24:00-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390912608PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HAWKINS ASH CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1520 N BROADWAY SUITE 250AddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54303ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391037370EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SENTRY INSURANCE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSENTBusinessNameControlTxt
Phone7153467636PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11800 NORTH POINT DRIVEAddressLine1Txt
CitySTEVENS POINTCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54481ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTODD SCHROEDERPersonNm
Person TitleOFFICERPersonTitleTxt
Phone7153467636PhoneNum
Signature2024-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY DANEN CPAPreparerPersonNm
PTINP01236582PTIN
Phone9203369850PhoneNum
Preparation2024-11-05PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,132,755FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,129,198ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$273,898InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$273,898InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$44,239NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,173,437GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$44,239CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,447,335TotalRevAndExpnssAmt
Total Net Invst Incm$318,137TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,887OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,360OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,887TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,360TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,165,920ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,165,920ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,170,807TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,360TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,165,920TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,276,528ExcessRevenueOverExpensesAmt
Net Investment Income$314,777NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,554,235CashBOYAmt
Cash EOY$9,096,181CashEOYAmt
Cash EOYFMV$9,096,181CashEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$36,574OtherInvestmentsEOYAmt
Other Investments EOYFMV$36,574OtherInvestmentsEOYFMVAmt
Total Assets BOY$8,554,235TotalAssetsBOYAmt
Total Assets EOY$9,132,755TotalAssetsEOYAmt
Total Assets EOYFMV$9,132,755TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,277,371AccountsPayableBOYAmt
Accounts Payable EOY$579,363AccountsPayableEOYAmt
Total Liabilities BOY$1,277,371TotalLiabilitiesBOYAmt
Total Liabilities EOY$579,363TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,276,864RetainedEarningBOYAmt
Retained Earning EOY$8,553,392RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,276,864TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,553,392TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,554,235TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,132,755TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,276,864TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,276,528ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,553,392SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,553,392TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyAPPLE 37,635 SHARESPropertyDesc
Acquired2023-12-05AcquiredDt
Sold2023-12-05SoldDt
Gross Sales Price$7,173,437GrossSalesPriceAmt
Cost Or Other Basis$7,129,198CostOrOtherBasisAmt
Gain Or Loss$44,239GainOrLossAmt
Gains Minus Excess Or Losses$44,239GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$44,239CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,375InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,375SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,375TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,226EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,226TotalPaymentsAndCreditsAmt
Es Penalty$2EsPenaltyAmt
Tax Due$3,151TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSENTRY INSURANCE COMPANYIndividualWithBooksNm
Phone7153467636PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11800 NORTH POINT DRIVEAddressLine1Txt
CitySTEVENS POINTCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54481ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER MCPARTLAND
1800 NORTH POINT DRIVESTEVENS POINTWI54481DIRECTOR / VICE PRESIDENT0.00$0$0$0
TIMOTHY KOVAC
1800 NORTH POINT DRIVESTEVENS POINTWI54481SECRETARY0.00$0$0$0
TODD SCHROEDER
1800 NORTH POINT DRIVESTEVENS POINTWI54481DIRECTOR / TREASURER0.00$0$0$0
ELISHA WILLIAMS
1800 NORTH POINT DRIVESTEVENS POINTWI54481DIRECTOR0.00$0$0$0
KALYNN PEMPEK
1800 NORTH POINT DRIVESTEVENS POINTWI54481EXECUTIVE DIRECTOR0.00$0$0$0
JAMES MCDONALD
1800 NORTH POINT DRIVESTEVENS POINTWI54481DIRECTOR0.00$0$0$0
STEPHANIE SMITH
1800 NORTH POINT DRIVESTEVENS POINTWI54481DIRECTOR / PRESIDENT0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,728,105AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,155,002AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,883,107TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,883,107AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$118,247CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,764,860NetVlNoncharitableAssetsAmt
Minimum Investment Return$388,243MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$388,243MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,375TaxBasedOnInvestmentIncomeAmt
Total Tax$4,375TotalTaxAmt
Distributable Before Adj$383,868DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$383,868DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$383,868DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,165,920ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,165,920QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$383,868DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,920,265ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,895,388ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,436,427ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,795,568ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,564,879ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$20,612,527TotalExcessDistributionCyovAmt
Qualifying Distributions$6,165,920QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$383,868AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,782,052RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$26,394,579TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$2,920,265ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$23,474,314ExcessDistriCyovToNextYrAmt
Excess From Year4$2,895,388ExcessFromYear4Amt
Excess From Year3$6,436,427ExcessFromYear3Amt
Excess From Year2$4,795,568ExcessFromYear2Amt
Excess From Year1$3,564,879ExcessFromYear1Amt
Excess From Current Year$5,782,052ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSENTRY INSURANCERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11800 NORTH POINT DRIVEAddressLine1Txt
CitySTEVENS POINTCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54481ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7153467636RecipientPhoneNum
Recipient Email AddressKALYNN.PEMPEK@SENTRY.COMRecipientEmailAddressTxt
Form And Info And MaterialsLETTER OF REQUEST STATING THE NATURE OF THE ORGANIZATION AND THE AMOUNT OF THE CONTRIBUTION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AQUINAS CATHOLIC SCHOOLS
315 11TH STREET S STE 2200LA CROSSEWI54601NONEPUBLIC CHARITYDONATIONS - MATCHING GIFT$5,200
ARIZONA STATE UNIVERSITY FOUNDATION
PO BOX 2260TEMPEAZ85280NONEPUBLIC CHARITYDONATIONS - MATCHING GIFT$7,500
BOOKS & BREAKFAST
419 GREENWOODEVANSTONIL60201NONEPUBLIC CHARITYDONATIONS - MATCHING GIFT$7,500
BOSTON COLLEGE
CADIGAN ALUMNI CENTER 140 COMMONWEACHESTNUT HILLMA02467NONEPUBLIC CHARITYDONATIONS - MATCHING GIFT$5,500TH AVE
BOY SCOUTS OF AMERICA
GREAT SALT LAKE COUNCIL 525 SOUTHSALT LAKE CITYUT84113NONEPUBLIC CHARITYDONATIONS - CIVIC/COMM SERVICE$6,730FOOTHILL BLVD
BOYS & GIRLS CLUB OF PORTAGE COUNTY
1007 ELLIS STREET PO BOX 171STEVENS POINTWI54481NONEPUBLIC CHARITYDONATIONS - CIVIC/COMM SERVICE$31,650
BOYS & GIRLS CLUBS OF MAUI INC
100 KANALOA AVENUEKAHULUIHI96732NONEPUBLIC CHARITYDONATIONS - CIVIC/COMM SERVICE$50,000
BRIGHAM YOUNG UNIVERSITY
UNIVERSITY ADVANCEMENT MAIN CAMPUSPROVOUT84602NONEPUBLIC CHARITYDONATIONS - MATCHING GIFT$5,600
CENTRAL WISCONSIN CHILDREN'S MUSEUM
1100 MAIN STREETSTEVENS POINTWI54481NONEPUBLIC CHARITYDONATIONS - CIVIC/COMM SERVICE$25,000
CENTRAL WISCONSIN SYMPHONY ORCHESTRA
800 MAIN STREET PO BOX 65STEVENS POINTWI54481NONEPUBLIC CHARITYDONATIONS - CIVIC/COMM SERVICE$20,000
CHICAGO HOPE ACADEMY
2189 W BOWLER STCHICAGOIL60612NONEPUBLIC CHARITYDONATIONS - MATCHING GIFT$7,500
CHRISTIAN BROTHERS ACADEMY
6245 RANDALL RDSYRACUSENY13214NONEPUBLIC CHARITYDONATIONS - MATCHING GIFT$6,650
COMMUNITY FOUNDATION OF CENTRAL WI
2801 HOOVER ROAD UNIT 1BSTEVENS POINTWI54481NONEPUBLIC CHARITYDONATIONS - CIVIC/COMM SERVICE$17,983
ECU EDUCATIONAL FOUNDATON INC
ECU UNIVERSITY ADVANCEMENT 2200 SGREENVILLENC27858NONEPUBLIC CHARITYDONATIONS - EDUCATION$15,000CHARLES BLVD MAIL STOP 301
FIRST TEE - SOUTH CENTRAL WISCONSIN
5511 ODANA ROADMADISONWI53719NONEPUBLIC CHARITYDONATIONS - CIVIC/COMM SERVICE$5,000
FOCUS
2321 WEST GRAND AVENUEWISCONSIN RAPIDSWI54495NONEPUBLIC CHARITYDONATIONS - MATCHING GIFT$5,000
FRIENDS OF PBS WISCONSIN
PO BOX 7929MADISONWI53707NONEPUBLIC CHARITYDONATIONS - MATCHING GIFT$9,887
FRIENDS OF THE CHILDREN'S JUSTICE CENTER
2103 WELLS STREET STE 101WAILUKUHI96793NONEPUBLIC CHARITYDONATIONS - CIVIC/COMM SERVICE$5,080
HUMANE SOCIETY OF PORTAGE COUNTY
P O BOX 512STEVENS POINTWI54481NONEPUBLIC CHARITYDONATIONS - MATCHING GIFT$41,486
IMSA FUND FOR ADVANCEMENT OF EDUCATION
1500 W SULLIVAN RDAURORAIL60506NONEPUBLIC CHARITYDONATIONS - EDUCATION$5,000
J WALTER CAMERON CENTER
95 MAHALANI STWAILUKUHI96793NONEPUBLIC CHARITYDONATIONS - CIVIC/COMM SERVICE$5,030
JUNIOR ACHIEVEMENT OF WI INC
23 PARK RIDGE DR UNIT 2-0STEVENS POINTWI54481NONEPUBLIC CHARITYDONATIONS - EDUCATION$10,000
LAHAINALUNA HIGH SCHOOL
980 LAHAINALUNA RDLAHAINAHI96761NONEPUBLIC CHARITYDONATIONS - EDUCATION$7,000
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAYAPPLETONWI54911NONEPUBLIC CHARITYDONATIONS - EDUCATION$27,500
LEWIS AND CLARK COMMUNITY COLLEGE
ONE CONFLUENCE WAYEAST ALTONIL62024NONEPUBLIC CHARITYDONATIONS - EDUCATION$5,000
MADISON READING PROJECT
1337 GREENWAY CROSS SUITE 186MADISONWI53717NONEPUBLIC CHARITYDONATIONS - CIVIC/COMM SERVICE$5,000
MARQUETTE UNIVERSITY
1250 WEST WISCONSIN AVENUE PO BOXMILWAUKEEWI53201NONEPUBLIC CHARITYDONATIONS - MATCHING GIFT$7,5001881
MARSHFIELD CLINIC HEALTH SYSTEM
FOUNDATION TERI WILCZEK-DEVELOPMENTMARSHFIELDWI54449NONEPUBLIC CHARITYDONATIONS - CIVIC/COMM SERVICE$7,500DEPT 1000 N OAK AVE
MAUI FOOD BANK
760 KOLU STREETWAILUKUHI96793NONEPUBLIC CHARITYDONATIONS - CIVIC/COMM SERVICE$250,000
MAUI UNITED WAY
PO BOX 275KAHULUIHI96733NONEPUBLIC CHARITYDONATIONS - CIVIC/COMM SERVICE$487,995
MICHIGAN TECHNOLOGICAL UNIV
ADMINISTRATION BLDG ROOM 220 1400HOUGHTONMI49931NONEPUBLIC CHARITYDONATIONS - EDUCATION$20,000TOWNSEND DRIVE
MID-STATE TECHNICAL COLLEGE FOUNDATION
500 32ND STREET NORTHWISCONSIN RAPIDSWI54494NONEPUBLIC CHARITYDONATIONS - EDUCATION$8,200
MILWAUKEE SCHOOL OF ENGINEERING
1025 NORTH BROADWAYMILWAUKEEWI53202NONEPUBLIC CHARITYDONATIONS - EDUCATION$20,000
NASHOTAH HOUSE
2777 MISSION RAODNASHOTAHWI53058NONEPUBLIC CHARITYDONATIONS - MATCHING GIFT$7,500
NATIONAL MERIT SCHOLARSHIP CORP
PO BOX 99389CHICAGOIL60693NONEPUBLIC CHARITYDONATIONS - EDUCATION$86,955
NORTHCENTRAL TECHNICAL COLLEGE
FOUNDATION 1000 W CAMPUS DRIVEWAUSAUWI54401NONEPUBLIC CHARITYDONATIONS - EDUCATION$7,100
OPERATION BOOTSTRAP
636 JANICK CIRCLESTEVENS POINTWI54481NONEPUBLIC CHARITYDONATIONS - MATCHING GIFT$39,565
ORANGE COUNTY UNITED WAY (IRVINE)
18012 MITCHELL SOUTHIRVINECA92614NONEPUBLIC CHARITYDONATIONS - UNITED WAY$8,324
PACELLI CATHOLIC SCHOOLS
1301 MARIA DRIVESTEVENS POINTWI54481NONEPUBLIC CHARITYDONATIONS - EDUCATION$109,405
PGA TOUR FIRST TEE FOUNDATION INC
PO BOX 3055PONTE VEDRA BEACHFL32004NONEPUBLIC CHARITYDONATIONS - CIVIC/COMM SERVICE$200,000
RAWHIDE INC
E7475 RAWHIDE RDNEW LONDONWI54961NONEPUBLIC CHARITYDONATIONS - EDUCATION$750,000
RIPON COLLEGE
PO BOX 248 300 SEWARD STRIPONWI54971NONEPUBLIC CHARITYDONATIONS - EDUCATION$23,000
RUSH UNIVERSITY MEDICAL CENTER
1700 W VAN BUREN ST STE 250CHICAGOIL60612NONEPUBLIC CHARITYDONATIONS - MATCHING GIFT$7,500
SACRED HEART SCHOOL OF POLONIA
7379 CHURCH STREETCUSTERWI54423NONEPUBLIC CHARITYDONATIONS - MATCHING GIFT$19,680
SAINT MARY'S SCHOOL
712 MARKET STREET PO BOX 7MARATHONWI54448NONEPUBLIC CHARITYDONATIONS - MATCHING GIFT$7,500
SIUE FOUNDATION
SIUE SCHOOL OF BUSINESS PO BOX 1051EDWARDSVILLEIL62026NONEPUBLIC CHARITYDONATIONS - EDUCATION$15,000
ST NORBERT COLLEGE
100 GRANT STREETDEPEREWI54115NONEPUBLIC CHARITYDONATIONS - EDUCATION$20,100
ST PAUL LUTHERAN SCHOOL
311 - 14TH AVE SOUTHWISCONSIN RAPIDSWI54494NONEPUBLIC CHARITYDONATIONS - EDUCATION$12,807
ST PAUL LUTHERAN SCHOOL FOUNDATION
1919 WYATT STREETSTEVENS POINTWI54481NONEPUBLIC CHARITYDONATIONS - MATCHING GIFT$58,940
STEVENS POINT AREA YMCA
1000 DIVISION STSTEVENS POINTWI54481NONEPUBLIC CHARITYDONATIONS - CIVIC/COMM SERVICE$19,000
STEVENS POINT CHRISTIAN ACADEMY
801 COUNTY ROAD HH WESTSTEVENS POINTWI54481NONEPUBLIC CHARITYDONATIONS - EDUCATION$33,887
STEVENS POINT CURLING CLUB
PO BOX 824STEVENS POINTWI54481NONEPUBLIC CHARITYDONATIONS - CIVIC/COMM SERVICE$5,000
STEVENS POINT PUBLIC SCHOOL DIST
1900 POLK ST BLISS EDUCATIONALSTEVENS POINTWI54481NONEPUBLIC CHARITYDONATIONS - EDUCATION$207,572SERVICES CENTER
STOUT UNIVERSITY FOUNDATION INC
320 S BROADWAY / PO BOX 790MENOMONIEWI54751NONEPUBLIC CHARITYDONATIONS - MATCHING GIFT$7,550
TRUSTEES OF DARTMOUTH COLLEGE
6066 DEVELOPMENT OFFICEHANOVERNH03755NONEPUBLIC CHARITYDONATIONS - MATCHING GIFT$5,000
UNITED WAY OF DANE COUNTY (MADISON)
2059 ATWOOD AVE PO BOX 7548MADISONWI53707NONEPUBLIC CHARITYDONATIONS - MATCHING GIFT$33,575
UNITED WAY OF EL PASO COUNTY
100 N STANTON ST SUITE 500EL PASOTX79901NONEPUBLIC CHARITYDONATIONS - UNITED WAY$14,670
UNITED WAY OF GREATER ST LOUIS (EDWARDS)
SOUTHWEST ILLINOIS DIVISION 707EAST ALTONIL62024NONEPUBLIC CHARITYDONATIONS - UNITED WAY$9,567BERKSHIRE BOULEVARD SUITE 270
UNITED WAY OF PORTAGE COUNTY (SP)
1100 CENTERPOINT DR STE 301STEVENS POINTWI54481NONEPUBLIC CHARITYDONATIONS - UNITED WAY$468,625
UNITED WAY OF THE MID-WILLAMETTE VALLEY
455 BLILER AVE NESALEMOR97301NONEPUBLIC CHARITYDONATIONS - UNITED WAY$5,855
UNITED WAY OF WAYNE COUNTY (GOLDSBORO)
PO BOX 10893GOLDSBORONC27532NONEPUBLIC CHARITYDONATIONS - UNITED WAY$15,544
UNITED WAY QUAD CITIES
3247 EAST 35TH ST COURTDAVENPORTIA52807NONEPUBLIC CHARITYDONATIONS - UNITED WAY$13,381
UNIVERSITY OF HAWAI'I FOUNDATION
1314 SOUTH KING STREET SUITE BHONOLULUHI96814NONEPUBLIC CHARITYDONATIONS - EDUCATION$150,263
UNIVERSITY OF TEXAS AT EL PASO
500 W UNIVERSITY 103 WEST UNIONEL PASOTX79968NONEPUBLIC CHARITYDONATIONS - EDUCATION$10,000BUILDING
UNIVERSITY OF WI-PARKSIDE
PO BOX 2000 900 WOOD RDKENOSHAWI53141NONEPUBLIC CHARITYDONATIONS - EDUCATION$20,000
UW - EAU CLAIRE FOUNDATION
2100 PO BOX 4004EAU CLAIREWI54702NONEPUBLIC CHARITYDONATIONS - EDUCATION$20,700
UW - GREEN BAY
2420 NICOLET DRIVEGREEN BAYWI54311NONEPUBLIC CHARITYDONATIONS - EDUCATION$20,000
UW - LA CROSSE FOUNDATION
615 EAST AVE NORTHLA CROSSEWI54601NONEPUBLIC CHARITYDONATIONS - EDUCATION$24,175
UW - MADISON FOUNDATION
US BANK LOCKBOX BOX 78807MILWAUKEEWI53278NONEPUBLIC CHARITYDONATIONS - EDUCATION$8,010
UW - MILWAUKEE FOUNDATION
3253 N DOWNER AVEMILWAUKEEWI53201NONEPUBLIC CHARITYDONATIONS - EDUCATION$20,075
UW - PLATTEVILLE FOUNDATION
0200 ULLSVIK HALL 1 UNIVERSITYPLATTEVILLEWI53818NONEPUBLIC CHARITYDONATIONS - EDUCATION$20,500PLAZA
UW - RIVER FALLS FOUNDATION
410 S 3RD STRIVER FALLSWI54022NONEPUBLIC CHARITYDONATIONS - EDUCATION$20,000
UW - SUPERIOR FOUNDATION INC
PO BOX 2000SUPERIORWI54880NONEPUBLIC CHARITYDONATIONS - EDUCATION$20,000
UW - WHITEWATER FOUNDATION INC
800 W MAIN ST ALUMNI CENTERWHITEWATERWI53190NONEPUBLIC CHARITYDONATIONS - EDUCATION$20,100
UW OSHKOSH FOUNDATION INC
842 ALGOMA BLVDOSHKOSHWI54901NONEPUBLIC CHARITYDONATIONS - EDUCATION$20,250
UW STOUT
712 S BROADWAY STREETMENOMONIEWI54751NONEPUBLIC CHARITYDONATIONS - EDUCATION$20,000
UWSP FOUNDATION
2100 MAIN STREET STE 134STEVENS POINTWI54481NONEPUBLIC CHARITYDONATIONS - EDUCATION$2,204,219
VALLEY OF THE SUN UNITED WAY SCOTTSDALE
3200 EAST CAMELBACK RD STE 375PHOENIXAZ85018NONEPUBLIC CHARITYDONATIONS - UNITED WAY$8,929
VINCE LOMBARDI CANCER FOUNDATION INC
13400 BISHOPS LANE SUITE 120BROOKFIELDWI53005NONEPUBLIC CHARITYDONATIONS - OTHER$25,000
WESTERN ILLINOIS UNIVERSITY FOUNDATION
1 UNIVERSITY CIRCLE SH 303MACOMBIL61455NONEPUBLIC CHARITYDONATIONS - EDUCATION$10,000
WISCONSIN PUBLIC RADIO ASSOCIATION
821 UNIVERSITY AVEMADISONWI53706NONEPUBLIC CHARITYDONATIONS - MATCHING GIFT$9,598
WOMEN IN TRUCKING FOUNDATION
1818 PARMENTER ST STE 300MIDDLETONWI53562NONEPUBLIC CHARITYDONATIONS - EDUCATION$5,000
OTHER (UNDER 5000)
VARIOUSVARIOUSWI99999NONEPUBLIC CHARITYDONATIONS - OTHER$152,508
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,165,920TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$273,898ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$44,239ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$318,137ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$318,137TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1SENTRY INSURANCE COMPANYBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11800 NORTH POINT DRAddressLine1Txt
CitySTEVENS POINTCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54481ZIPCd
FieldValueIRS element (for citing)
Total Contributions$7,129,198TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property37,635 SHS - APPLE, INC.NoncashPropertyDesc
Fair Market Value$7,129,198FairMarketValueAmt
Received2023-12-05ReceivedDt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationREGISTERED IN WISCONSIN BUT NOT REQUIRED TO FILE WITH THE STATE AS THE PRIVATE FOUNDATION DOES NOT SOLICIT CONTRIBUTIONS.ExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSHORT TERM INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$36,574BookValueAmt
EOYFMV$36,574EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$3,360$3,360$0
PUBLIC RELATIONS$27$0$0
FILING AND RECORDING FEES$1,500$0$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonSENTRY INSURANCE COMPANYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11800 NORTH POINT DRAddressLine1Txt
CitySTEVENS POINTCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54481ZIPCd

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