WIPFLI FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WIPFLI FOUNDATION INC (EIN 20-2901635)
Tax period
2021-06-01 to 2022-05-31
Filed
2023-03-31
IRS object ID
202330909349100613
Schema version
2021v4.2
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)
Return2023-03-31T14:42:29-05:00ReturnTs
Tax Period End2022-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390758449PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8700AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537088700ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202901635EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWIPFBusinessNameControlTxt
Phone7158453111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8010AddressLine1Txt
CityWAUSAUCityNm
State AbbreviationWIStateAbbreviationCd
ZIP544028010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJESSICA MAC NAUGHTONPersonNm
Person TitleOFFICERPersonTitleTxt
Phone7158453111PhoneNum
Signature2023-03-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJESSICAPersonFirstNm
Person LastMAC NAUGHTONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMANDA L ANDERSON CPAPreparerPersonNm
PTINP01338572PTIN
Phone6082741980PhoneNum
Preparation2023-03-30PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,520,430FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$327,623ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$35,303DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,303DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$14,362NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$23,976GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,362CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$377,288TotalRevAndExpnssAmt
Total Net Invst Incm$49,665TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$8,309OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,309OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,455TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$195OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$195OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,959TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,309TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$195TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$350,624ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$350,624ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$362,583TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,309TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$350,819TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$14,705ExcessRevenueOverExpensesAmt
Net Investment Income$41,356NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$125,194SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$35,754SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$35,754SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$490,246CorporateStockBOYAmt
Corporate Stock EOY$347,060CorporateStockEOYAmt
Corporate Stock EOYFMV$674,233CorporateStockEOYFMVAmt
Corporate Bonds BOY$638,270CorporateBondsBOYAmt
Corporate Bonds EOY$637,910CorporateBondsEOYAmt
Corporate Bonds EOYFMV$577,942CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$247,691OtherInvestmentsEOYAmt
Other Investments EOYFMV$232,501OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,253,710TotalAssetsBOYAmt
Total Assets EOY$1,268,415TotalAssetsEOYAmt
Total Assets EOYFMV$1,520,430TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,253,710NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,268,415NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,253,710TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,268,415TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,253,710TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,268,415TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,253,710TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$14,705ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,268,415SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,268,415TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2020-12-152021-08-02$8,000$8,290-$290-$290
PUBLICLY TRADED SECURITIESP2018-01-012021-08-02$4,100$1,324$2,776$2,776
CAPITAL GAINS DIVIDENDSP$11,876$11,876$11,876
FieldValueIRS element (for citing)
Capital Gain Net Income$14,362CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$575InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$575SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$575TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$1,425OverpaymentAmt
Applied To ES Tax$1,425AppliedToESTaxAmt
Refund$0RefundAmt

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
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateIDOrgReportOrRegisterStateCd
Org Report Or Register StateMTOrgReportOrRegisterStateCd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Org Report Or Register StateUTOrgReportOrRegisterStateCd
Org Report Or Register StateMEOrgReportOrRegisterStateCd
Org Report Or Register StateNHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTEVE SEIDLIndividualWithBooksNm
Phone7158453111PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1500 N 1ST ST SUITE 7000AddressLine1Txt
CityWAUSAUCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54403ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KEN KORTAS
10000 INNOVATION DRIVE SUITE 250MILWAUKEEWI53226PRESIDENT/DIRECTOR0.20$0$0$0
JOHN NIHILL
2 W BALTIMORE AVENUE SUITE 210MEDIAPA19063TREASURER/DIRECTOR0.20$0$0$0
JESSICA SCHWANTES
2501 WEST BELTLINE HIGHWAY STE 401MADISONWI53713VICE PRESIDENT/DIRECTOR0.20$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)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,600,574AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$48,772AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,649,346TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,649,346AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,740CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,624,606NetVlNoncharitableAssetsAmt
Minimum Investment Return$81,230MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$81,230MinimumInvestmentReturnAmt
Tax Based On Investment Income$575TaxBasedOnInvestmentIncomeAmt
Total Tax$575TotalTaxAmt
Distributable Before Adj$80,655DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$80,655DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$80,655DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$350,819ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$350,819QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$80,655DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$88,275ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$93,290ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$110,132ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$120,803ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$41,788ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$454,288TotalExcessDistributionCyovAmt
Qualifying Distributions$350,819QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$80,655AppliedToCurrentYearAmt
Remaining Distri From Corpus$270,164RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$724,452TotalCorpusAmt
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$88,275ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$636,177ExcessDistriCyovToNextYrAmt
Excess From Year4$93,290ExcessFromYear4Amt
Excess From Year3$110,132ExcessFromYear3Amt
Excess From Year2$120,803ExcessFromYear2Amt
Excess From Year1$41,788ExcessFromYear1Amt
Excess From Current Year$270,164ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKEN KORTASRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line110000 INNOVATION DR SUITE 250AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53226ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4144319303RecipientPhoneNum
Form And Info And MaterialsGRANT 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 DeadlinesNONE SPECIFIED AT THIS TIMESubmissionDeadlinesTxt
Restrictions On AwardsNONE SPECIFIED AT THIS TIMERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (117 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A SAFE PLACE
2710 17TH STREETZIONIL60099NONEPUBLICGENERAL FUNDING$500
ACADEMY OF BASIC EDUCATION
3462 N BROOKFIELD RDBROOKFIELDWI53045NONEPUBLICGENERAL FUNDING$500
AICPA FOUNDATION
PO BOX 52443DURHAMNC27717NONEPUBLICGENERAL FUNDING$5,000
AIDS FOUNDATION CHICAGO (AFC)
200 W MONROE ST STE 1150CHICAGOIL60606NONEPUBLICGENERAL FUNDING$50
ALAMEDA COUNTY COMMUNITY FOOD BANK
7900 EDGEWATER DRIVEOAKLANDCA94621NONEPUBLICGENERAL FUNDING$200
AMERICAN CANCER SOCIETY
250 WILLIAMS ST NWATLANTAGA30303NONEPUBLICGENERAL FUNDING$106
AMERICAN FOUNDATION FOR SUICIDE PREVENTION
120 WALL ST STE 29NEW YORKNY10005NONEPUBLICGENERAL FUNDING$480
AMERICAN HEART ASSOCIATION
NATIONAL CENTER 7272 GREENVILLE AVEDALLASTX75231NONEPUBLICGENERAL FUNDING$105
AMERICAN LUNG ASSOCIATION
55 WEST WACKER DR STE 1150CHICAGOIL60601NONEPUBLICGENERAL FUNDING$150
ASCEND - PAN-ASIAN LEADERS
160 BROADWAY EAST BLDG 6TH FLOORNEW YORKNY10038NONEPUBLICGENERAL FUNDING$20,000
BETA ALPHA PSI ZETA DELTA CHAPTER
GEORGIA SOUTHERN UNIVERSITY 1332STATESBOROGA30458NONEPUBLICGENERAL FUNDING$2,000SOUTHERN DR
BIG SKY YOUTH EMPOWERMENT
PO BOX 6757BOZEMANMT59771NONEPUBLICGENERAL FUNDING$500
BIRTHRIGHT ISRAEL FOUNDATION
711 3RD AVE STE 10NEW YORKNY10017NONEPUBLICGENERAL FUNDING$360
BROWN LEDGE CAMP
71 BROWN LEDGE RDCOLCHESTERVT05446NONEPUBLICGENERAL FUNDING$500
CAF AMERICA (CHARITIES AID FOUNDATION)
225 REINEKERS LN STE 375ALEXANDRIAVA22314NONEPUBLICGENERAL FUNDING$73,943
CANCER RESEARCH INSTITUTE
29 BROADWAY FLOOR 4NEW YORKNY10006NONEPUBLICGENERAL FUNDING$150
CARROLL COLLEGE
100 N EAST AVEWAUKESHAWI53186NONEPUBLICGENERAL FUNDING$1,000
CARROLL COLLEGE FOUNDATION
100 N EAST AVEWAUKESHAWI53186NONEPUBLICGENERAL FUNDING$2,500
CASA OF BROWN COUNTY
414 E WALNUT ST STE 281GREEN BAYWI54301NONEPUBLICGENERAL FUNDING$250
CATHOLIC CHARITIES
2050 BALLENGER AVE STE 400ALEXANDRIAVA22314NONEPUBLICGENERAL FUNDING$500
CHICAGO VOLUNTEER LEGAL SERVICES FOUNDATION
33 N DEARBORN ST STE 400CHICAGOIL60602NONEPUBLICGENERAL FUNDING$500
CHILDREN'S CANCER RESEARCH FUND
7301 OHMS LN STE 355MINNEAPOLISMN55439NONEPUBLICGENERAL FUNDING$1,419
COVENANT HOUSE
26 ANTOINE ST SWGRAND RAPIDSMI49507NONEPUBLICGENERAL FUNDING$260
CPA ENDOWMENT FUND OF ILLLINOIS
950 W JACKSON STREET SUITE 900CHICAGOIL60661NONEPUBLICGENERAL FUNDING$4,000
CROHN'S & COLITIS FOUNDATION
411 WESTWOOD DRWAUSAUWI54401NONEPUBLICGENERAL FUNDING$53
CYN COUNSELING CENTERS (COMMUNITY YOUTH NETWORK)
18640 W IL RT 120GRAYSLAKEIL60030NONEPUBLICGENERAL FUNDING$500
DANE COUNTY PARENT COUNCIL
1740 NORTHPORT DRMADISONWI53704NONEPUBLICGENERAL FUNDING$500
DIRECT RELIEF
6100 WALLACE BECKNELL RDSANTA BARBARACA93117NONEPUBLICGENERAL FUNDING$35,358
DISABLED AMERICAN VETERANS (DAV)
860 DOLWICK DRERLANGERKY41018NONEPUBLICGENERAL FUNDING$500
DRESS FOR SUCCESS TWIN CITIES
1549 UNIVERSITY AVE W 1SAINT PAULMN55104NONEPUBLICGENERAL FUNDING$1,000
EAGLES AUTISM CHALLENGE INC
1 NOVA CARE WAYPHILADELPHIAPA19145NONEPUBLICGENERAL FUNDING$440
EVANS SCHOLARS FOUNDATION
901 GREENBRIER ROADDEKALBIL60115NONEPUBLICGENERAL FUNDING$500
EWU FOUNDATION (EASTERN WASHINGTON UNIVERSITY)
616 STUDY LANE 102CHENEYWA99004NONEPUBLICGENERAL FUNDING$10,500
FAIRMONT AREA KINSHIP INC
206 W 3RD STFAIRMONTMN56031NONEPUBLICGENERAL FUNDING$500
FAITH'S LODGE
6942 COUNTY ROAD CDANBURYWI54830NONEPUBLICGENERAL FUNDING$500
FEED MY PEOPLE
171 KINGSTON DRST LOUISMO63125NONEPUBLICGENERAL FUNDING$500
FEED MY STARVING CHILDREN
401 93RD AVE NWCOON RAPIDSMN55433NONEPUBLICGENERAL FUNDING$250
FOOD FOR THE POOR
6401 LYONS ROADCOCONUT CREEKFL33073NONEPUBLICGENERAL FUNDING$250
GARY SINISE FOUNDATION
PO BOX 40726NASHVILLETN37204NONEPUBLICGENERAL FUNDING$500
GEORGIA COLLEGE & STATE UNIVERSITY FOUNDATION
PO BOX 93MILLEDGEVILLEGA31061NONEPUBLICGENERAL FUNDING$1,000
GILDAS CLUB TWIN CITIES
10560 WAYZATA BLVDMINNETONKAMN55305NONEPUBLICGENERAL FUNDING$500
GIVING DUPAGE DAYS FOR KIDS MATTER
421 N COUNTY FARM RDWHEATONIL60187NONEPUBLICGENERAL FUNDING$250
GLOBAL GIVING
1 THOMAS CIRCLE NW STE 800WASHINGTONDC20005NONEPUBLICGENERAL FUNDING$17,304
GOOD SHEPERD FOOD BANK
3121 HOTEL ROAD PO BOX 1807AUBURNME04211NONEPUBLICGENERAL FUNDING$250
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLCHICAGOIL60632NONEPUBLICGENERAL FUNDING$100
GREATER GREEN BAY HABITAT FOR HUMANITY
1967 ALLOUEZ AVEGREEN BAYWI54311NONEPUBLICGENERAL FUNDING$500
HEARTLAND FARM SANCTUARY
11713 MID TOWN RDVERONAWI53593NONEPUBLICGENERAL FUNDING$1,700
HELENA FOOD SHARE
PO BOX 943HELENAMT59624NONEPUBLICGENERAL FUNDING$100
HESED HOUSE
659 SOUTH RIVER STAURORAIL60506NONEPUBLICGENERAL FUNDING$500
HOMEBOY INDUSTRIES
130 W BRUNO STLOS ANGELESCA90012NONEPUBLICGENERAL FUNDING$500
HORIZON HOUSE OF THE IL VALLEY
2000 PLANK RDPERUIL61354NONEPUBLICGENERAL FUNDING$250
HOUSE OF HOPE GREEN BAY
1660 CHRISTIANA STGREEN BAYWI54303NONEPUBLICGENERAL FUNDING$50
HUNGER TASK FORCE
5000 W ELECTRIC AVEWEST MILWAUKEEWI53219NONEPUBLICGENERAL FUNDING$125
IDAHO STATE UNIVERSITY ACCOUNTING DEPT
921 SOUTH 8TH AVENUEPOCATELLOID83209NONEPUBLICGENERAL FUNDING$2,000
IDAHO STATE UNIVERSITY FOUNDATION
921 SOUTH 8TH AVENUEPOCATELLOID83209NONEPUBLICGENERAL FUNDING$2,000
JEFFERSON COLLEGE
1000 VIKING DRIVEHILLSBOROMO63050NONEPUBLICGENERAL FUNDING$250
JEREMIAH PROGRAM
2915 JEREMIAH LN NWROCHESTERMN55901NONEPUBLICGENERAL FUNDING$500
JEREMIAH'S CROSSING
2440 COUNTY HWY XBABCOCKWI54413NONEPUBLICGENERAL FUNDING$1,000
JEWISH UNITED FUND OF CHICAGO
30 S WELLS STCHICAGOIL60606NONEPUBLICGENERAL FUNDING$500
JUNIOR ACHIEVEMENT OF GREATER ST LOUIS
17339 N OUTER FORTY RDCHESTERFIELDMO63005NONEPUBLICGENERAL FUNDING$500
KREIDER SERVICES
500 ANCHOR ROADDIXONIL61021NONEPUBLICGENERAL FUNDING$500
LAKE FOREST COLLEGE
555 NORTH SHERIDAN ROADLAKE FORESTIL60045NONEPUBLICGENERAL FUNDING$600
LITERACY CHIPPEWA VALLEY
510 S FARWELL STEAU CLAIREWI54701NONEPUBLICGENERAL FUNDING$250
LOUDOUN HUNGER RELIEF INC
41601 RASPBERRY DRLEESBURGVA20176NONEPUBLICGENERAL FUNDING$103
LOUISIANA HOSPITAL ASSOCIATION RESEARCH
9521 BROOKLINE AVEBATON ROUGELA70809NONEPUBLICGENERAL FUNDING$150
MAINE CHILDREN'S HOME FOR LITTLE WANDERERS
93 SILVER STWATERVILLEME04901NONEPUBLICGENERAL FUNDING$52
MAKE A WISH WISCONSIN
11020 WEST PLANK COURT STE 200WAUWATOSAWI53226NONEPUBLICGENERAL FUNDING$500
MEALS ON WHEELS
1550 CRYSTAL DR STE 1004ARLINGTONVA22202NONEPUBLICGENERAL FUNDING$100
METROPOLITAN STATE UNIVERSITY FOUNDATION - LGBTQ
700 7TH ST EST PAULMN55106NONEPUBLICGENERAL FUNDING$500
MIDDLE GROUNDS OF CENTRAL WISCONSIN INC
1107 11TH STMOSINEEWI54455NONEPUBLICGENERAL FUNDING$500
MILLER-DWAN FOUNDATION
502 E 2ND STDULUTHMN55805NONEPUBLICGENERAL FUNDING$100
MONTANA STATE UNIVERSITY ALUMNI FOUNDATION
1501 SOUTH 11TH AVENUEBOZEMANMT59715NONEPUBLICGENERAL FUNDING$1,450
MONTANA STATE UNIVERSITY BILLINGS FOUNDATION
1500 UNIVERSITY DRIVEBILLINGSMT59101NONEPUBLICGENERAL FUNDING$2,100
MONTANA TECHNOLOGICAL UNIVERSITY FOUNDATION
1300 WEST PARK STBUTTEMT59701NONEPUBLICGENERAL FUNDING$200
MOVEMBER
PO BOX 2040SANTA MONICACA90406NONEPUBLICGENERAL FUNDING$100
NABA INC
7474 GREENWAY CENTER DRIVE SUITEGREENBELTMD20770NONEPUBLICGENERAL FUNDING$5001120
NORTHERN ILLINOIS FOOD BANK
273 DEARBORN COURTGENEVAIL60134NONEPUBLICGENERAL FUNDING$124
NORTHERN ILLINOIS UNIVERSITY FOUNDATION
231 NORTH ANNIE GLIDDEN ROADDEKALBIL60115NONEPUBLICGENERAL FUNDING$10,600
NORTHWEST IL COUNCEL OF BOY SCOUTS
850 FOREST EDGE DRVERNON HILLSIL60061NONEPUBLICGENERAL FUNDING$103
PAUL'S PANTRY INC
1513 LEO FRIGO WAYGREEN BAYWI54302NONEPUBLICGENERAL FUNDING$500
PROJECT FOR PRIDE IN LIVING
1035 EAST FRANKLIN AVEMINNEAPOLISMN55404NONEPUBLICGENERAL FUNDING$500
PROP FOOD SHELF
14700 MARTIN DREDEN PRAIRIEMN55344NONEPUBLICGENERAL FUNDING$100
PROVIDENCE ACADEMY
15100 SCHMIDT LAKE RDPLYMOUTHMN55446NONEPUBLICGENERAL FUNDING$500
RONALD MCDONALD HOUSE
110 NORTH CARPENTER STCHICAGOIL60607NONEPUBLICGENERAL FUNDING$500
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607NONEPUBLICGENERAL FUNDING$1,000
SECOND HARVEST HEARTLAND
7101 WINNETKA AVE NBROOKLYN PARKMN55428NONEPUBLICGENERAL FUNDING$500
ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLMEMPHISTN381053678NONEPUBLICGENERAL FUNDING$50
ST LOUIS LEARNING DISABILITIES ASSOCIATION
13537 BARRETT PARKWAY DR STE 110BALLWINMO63021NONEPUBLICGENERAL FUNDING$200
ST NORBERT COLLEGE FOUNDATION
100 GRANT STREETDE PEREWI54115NONEPUBLICGENERAL FUNDING$1,500
ST THOMAS FOUNDATION
2115 SUMMIT AVENUESAINT PAULMN55105NONEPUBLICGENERAL FUNDING$1,000
TEAM RUBICON
5230 PACIFIC CONCOURSE DR STE 200LOS ANGELESCA90045NONEPUBLICGENERAL FUNDING$18,018
THE ARK
6450 N CALIFORNIA AVECHICAGOIL60645NONEPUBLICGENERAL FUNDING$500
THE COMMUNITY TABLE
320 PUTNAM STEAU CLAIREWI54701NONEPUBLICGENERAL FUNDING$250
THE CRADLE
2049 RIDGE AVEEVANSTONIL60201NONEPUBLICGENERAL FUNDING$500
THE LOPPET FOUNDATION INC
1301 THEODORE WIRTH PKWYMINNEAPOLISMN55422NONEPUBLICGENERAL FUNDING$250
THE UNITED NATIONS WORLD FOOD PROGRAMME
2175 K ST NWWASHINGTONDC20037NONEPUBLICGENERAL FUNDING$75
TIM TEBOW FOUNDATION
2220 COUNTY ROAD 210 W STE 108JACKSONVILLEFL32259NONEPUBLICGENERAL FUNDING$50PMB317
UGA FOUNDATION - UNIVERSITY OF GEORGIA
UNIVERSITY OF GEORGIAATHENSGA30602NONEPUBLICGENERAL FUNDING$2,000
UNICEF USA
125 MAIDEN LANENEW YORKNY10038NONEPUBLICGENERAL FUNDING$21,696
UNITED WAY FOR WAUKESHA COMMUNITY FUND
1717 PARAMOUNT DRWAUKESHAWI53186NONEPUBLICGENERAL FUNDING$600
UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY
225 W VINE STMILWAUKEEWI53212NONEPUBLICGENERAL FUNDING$500
UNIVERSITY OF COLORADO FOUNDATION
1800 GRANT STREET STE 725DENVERCO80203NONEPUBLICGENERAL FUNDING$1,000
UNIVERSITY OF ILLINOIS AT CHICAGO
1200 W HARRISON STCHICAGOIL60607NONEPUBLICGENERAL FUNDING$5,000
UNIVERSITY OF MINNESOTA FOUNDATION
200 OAK STREET SE SUITE 500MINNEAPOLISMN554552010NONEPUBLICGENERAL FUNDING$10,000
UNIVERSITY OF MONTANA FOUNDATION
PO BOX 7159MISSOULAMT59807NONEPUBLICGENERAL FUNDING$1,250
UNIVERSITY OF NORTH DAKOTA FOUNDATION
3501 UNIVERSITY AVE STOP 8157GRAND FORKSND58202NONEPUBLICGENERAL FUNDING$4,700
UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION
105 GARFIELD AVENUEEAU CLAIREWI54702NONEPUBLICGENERAL FUNDING$12,200
UNIVERSITY OF WISCONSIN - GREEN BAY FOUNDATION
2420 NICOLET DRVIEGREEN BAYWI543117001NONEPUBLICGENERAL FUNDING$2,500
UNIVERSITY OF WISCONSIN - LACROSSE FOUNDATION
615 EAST AVENUE NORTHLACROSSEWI54601NONEPUBLICGENERAL FUNDING$4,550
UNIVERSITY OF WISCONSIN - MILWAUKEE
2200 KENWOOD BLVDMILWAUKEEWI532010413NONEPUBLICGENERAL FUNDING$11,150
UNIVERSITY OF WISCONSIN - OSHKOSH
842 ALGOMA BLVDOSHKOSHWI549013511NONEPUBLICGENERAL FUNDING$3,200
UNIVERSITY OF WISCONSIN - WHITEWATER FOUNDATION
800 W MAIN STREETWHITEWATERWI53190NONEPUBLICGENERAL FUNDING$5,850
UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVENUEMADISONWI53726NONEPUBLICGENERAL FUNDING$7,000
WE CAN RIDE INC
14300 COUNTY RD 62HOPKINSMN55345NONEPUBLICGENERAL FUNDING$150
WEST CHESTER UNIVERSITY FOUNDATION
PO BOX 541WEST CHESTERPA19381NONEPUBLICGENERAL FUNDING$13,300
WICPA EDUCATIONAL FOUNDATION
W233N2080 RIDGEVIEW PARKWAY STE 201WAUKESHAWI53188NONEPUBLICGENERAL FUNDING$2,500
WILLOW TREE CORNERSTONE CHILD ADVOCACY CENTER
503 S MONROE AVEGREEN BAYWI54301NONEPUBLICGENERAL FUNDING$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$350,624TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35,303ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$14,362ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$49,665ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$49,665TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
WIPFLI LLP
1PO BOX 8010WAUSAUWI54402$199,362Yes (X)
WILLIAM HUGHES
27175 POLO RIDGELITTLETONCO80128$20,000Yes (X)
TIM BRADLEY
33285 BEECH CTGOLDENCO80401$5,000Yes (X)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBOND FUNDSBondNm
EOY Book Value$637,910EOYBookValueAmt
EOYFMV$577,942EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY FUNDSStockNm
EOY Book Value$347,060EOYBookValueAmt
EOYFMV$674,233EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemEXCHANGE TRADED FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$247,691BookValueAmt
EOYFMV$232,501EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Revenue And Expenses Per Books$195RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$195DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$8,309Amt
Net Investment Income$8,309NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$3,455Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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