2023-05-04T11:12:13-04:00 2022-12-31 990PF 2022-01-01 391568111 WPS CHARITABLE FOUNDATION INC % Michael Hamerlik WPSC 6089776644 1717 W BROADWAY MONONA WI 537131834 Vicki Bernards Secretary & Treasurer 2023-05-04 2022 2023-04-26 12:10:37Z X 1934065 X 20596 X 1740 1740 0 38456 38456 0 0 0 0 0 42848 420205 42848 1047 0 0 0 0 0 0 0 0 103640 83044 1047 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7710 0 0 7710 14339 14339 0 0 2 0 0 0 2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7472 0 0 7469 31523 14339 0 15179 241970 241970 273493 14339 0 257149 -169853 68705 1047 20884 23340 23340 80366 199100 199100 0 0 0 0 53033 63442 58662 1267746 978602 1144894 556699 540391 508069 0 0 0 0 0 0 1978728 1804875 1934065 4000 0 0 0 0 0 0 0 0 0 0 4000 0 X 1974728 1804875 1974728 1804875 1978728 1804875 1974728 -169853 1804875 1804875 Public Traded Securities 559 0 0 559 0 0 0 559 Public Traded Securities 960 0 0 960 0 0 0 960 Public Traded Securities 421 0 0 421 0 0 0 421 Public Traded Securities 1210 0 0 1210 0 0 0 1210 Public Traded Securities 20 0 0 20 0 0 0 20 Public Traded Securities 50000 0 36930 13070 0 0 13070 Public Traded Securities 38000 0 27020 10980 0 0 10980 Public Traded Securities 70000 0 63987 6013 0 0 0 6013 Public Traded Securities 42000 0 22692 19308 0 0 0 19308 Public Traded Securities 5000 0 5877 -877 0 0 0 -877 Public Traded Securities 1721 0 0 1721 0 0 0 1721 Public Traded Securities 606 0 0 606 0 0 0 606 Public Traded Securities 30000 0 31684 -1684 0 0 0 -1684 Public Traded Securities 89696 0 100954 -11258 0 0 0 -11258 Public Traded Securities 12 0 11 1 0 0 0 1 Public Traded Securities 25000 0 25422 -422 0 0 -422 Public Traded Securities 50000 0 47686 2314 0 0 0 2314 Public Traded Securities 15000 0 15094 -94 0 0 0 -94 42848 1047 955 955 955 955 0 0 955 0 0 0 false false false 0 0 0 false false false false true true WI true false false false false true Vicki Bernards 6089778014 1717 W BROADWAY MONONA WI 537131834 false false false false false false false false false false false false false false true false false false false false false false false Vicki Bernards 1717 W Broadway Monona WI 53713 Secretary and Treasurer 1.00 0 0 0 Christine Euclide 1717 W Broadway Monona WI 53713 Chairman 1.00 0 0 0 Michael Hamerlik 1717 W Broadway Monona WI 53713 President 1.00 0 0 0 Rob Palmer 1717 W Broadway Monona WI 53713 Trustee 1.00 0 0 0 Moira Klos 1717 W Broadway Monona WI 53713 Vice President 1.00 0 0 0 Scholarship payments benefiting 28 students. 23125 Donations to 27 charitable organizations. 218845 2382789 147165 0 2529954 0 0 2529954 37949 2492005 124600 124600 955 0 955 123645 0 123645 0 123645 257149 0 0 0 0 257149 123645 0 158835 212803 141634 153380 163811 830463 257149 123446 118524 0 948987 0 0 0 0 199 158835 790152 212803 141634 153380 163811 118524 Not applicable Not applicalbe Amy Callender PO Box 7786 Madison WI 537077786 6089778012 The Foundation does accept requests for grants but awards grants primarily under an approved scholarship program. None None John A Logan College 700 Logan College Dr Carterville IL 62918 No Relationship 509a1 Financial support of students 3125 Madison Area Technical College 3550 Anderson Street Madison WI 53704 No Relationship 509a1 Financial support of students 3125 Metropolitan Community College 3201 Southwest Trafficway Kansas City MO 64111 No Relationship 509a1 Financial support of students 1250 Milwaukee School of Engineering 1025 N Broadway Milwaukee WI 53202 No Relationship 509a1 Financial support of students 1250 Minnesota State University Mankato 128 Wigley Administration Center Mankato MN 56001 No Relationship 509a1 Financial support of students 625 Northern Illinois University Lowden Hall Room 204 DeKalb IL 60115 No Relationship 509a1 Financial support of students 625 Northern Michigan University 1401 Presque Isle Avenue Marquette MI 49855 No Relationship 509a1 Financial support of students 1250 Ohio Northern University 525 South Main Street Ada OH 45810 No Relationship 509a1 Financial support of students 625 Truman State Univesity 100 E Normal Kirksville MO 63501 No Relationship 509a1 Financial support of students 1250 University of Missouri Columbia 118 University Hall Columbia MO 65211 No Relationship 509a1 Financial support of students 625 University of Nebraska Omaha 6001 Dodge Street Omaha NE 68182 No Relationship 509a1 Financial support of students 625 University of Wisconsin Eau Claire 127 Roosevelt Avenue Eau Claire WI 52701 No Relationship 509a1 Financial support of students 1875 University of Wisconsin Green Bay 2420 Nicolet Drive Green Bay WI 54311 No Relationship 509a1 Financial support of students 1875 University of Wisconsin Madison 333 East Campus Mall Madison WI 53715 No Relationship 509a1 Financial support of students 1250 University of Wisconsin Whitewater 800 W Main Steet Whitewater WI 53190 No Relationship 509a1 Financial support of students 2500 Wayne State University 42 W Warrent Ste 422 Detroit MI 48202 No Relationship 509a1 Financial support of students 1250 Agrace Hospice Care 5395 E Cheryl Parkway Fitchburg WI 53711 No Relationship PC Underserved populations 2500 Aldo Leopold Nature Center 330 Femrite Drive Monona WI 53716 No Relationship PC Local initiative 6000 ARTS for ALL Wisconsin 1709 Aberg Avenue Madison WI 53704 No Relationship PC Military veterans 4000 Badger Honor Flight Inc PO Box 258066 Madison WI 53725 No Relationship PC Military veterans 10000 Edgewood College 1000 Edgewood College Drive Madison WI 53711 No Relationship PC Military veterans 7500 Foundation for Madison Public Schools 101 Nob Hill Road Suite 300 Madison WI 53713 No Relationship PC Underserved populations 7750 Goodman Community Center 149 Waubesa Street Madison WI 53704 No Relationship PC Underserved populations 5000 Laps for Lexi 12926 Olivine Way Silver Springs MD 20904 No Relationship PC Health and wellness 1000 Madison Area Music Association Inc 110 Ridge Circle Cambridge WI 53523 No Relationship PC Local initiative 500 Madison Area Tech College 3591 Anderson Street Suite 203A Madison WI 53704 No Relationship PC Underserved populations 20845 Madison Symphony Orchestra 222 W Washington Avenue Suite 460 Madison WI 53703 No Relationship PC Senior health 3000 NAMI Wisconsin 4233 W Beltline Hwy Madison WI 53717 No Relationship PC Underserved populations 7250 Old Glory Honor Flight Inc 4650 West Spencer Street Appleton WI 54952 No Relationship PC Military veterans 10000 Second Harvest Food Bank 2802 Dairy Drive Madison WI 53718 No Relationship PC Underserved populations 6750 Sierra Delta Inc 181 Church Street West Barnstable MA 02668 No Relationship PC Military veterans 1500 United Way of Brown County 112 N Adams Street Green Bay WI 54301 No Relationship PC United Way 1000 United Way of Dane County 2059 Atwood Avenue Madison WI 53704 No Relationship PC United Way 100000 United Way of Marathon County 705 S 24th Avenue Suite 400B Wausau WI 54401 No Relationship PC United Way 1000 United Way of Midlands Omaha 2201 Farnam Street Omaha NE 68102 No Relationship PC United Way 1000 United Way of Southern Illinois PO Box 1901 Marion IL 62959 No Relationship PC United Way 2000 United Way of the Virginia Peninsula 2 City Center Suite 206 Newport News VA 23606 No Relationship PC United Way 2500 Urban League of Hampton PO Box 2176 Norfolk VA 24501 No Relationship PC Underserved populations 5000 Vogel Foundation PO Box 7696 Madison WI 53707 No Relationship PC Underserved populations 500 Wayne D Horner Memorial Stand Down PO Box 259321 Madison WI 53725 No Relationship PC Military veterans 5000 Wisconsin Policy Forum 633 W Wisconsin Ave 406 Milwaukee WI 53203 No Relationship PC Local initiative 500 Catholic Charities Madison 702 South High Point Road Suite 201 Madison WI 53719 No Relationship PC Senior health 2500 Black Women's Health Imperative 700 Pennsylvania Avenue Suite 2059 Washington DC 20003 No Relationship PC Underserved populations 4250 241970 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14 1740 0 0 14 38456 0 0 0 0 0 0 0 0 0 0 0 18 42848 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 83044 0 83044 false false false false false false false false false false Audit fees - Baker Tilly 7540 0 0 7540 Tax return filing fee 170 0 0 170 VIRTUS CEREDEX MID-CAP VALUE EQUITY FUND - R6 SOLD 415 SHS 2020-01 Purchase 2022-02 VIRTUS CEREDEX MID-CAP VALUE EQUITY FUND - R6 SOLD 415 SHS 5000 5877 0 0 VIRTUS CEREDEX MID-CAP VALUE EQUITY FUND - R6 LONG TERM CAPITAL GAIN 2020-01 Purchase 2022-06 VIRTUS CEREDEX MID-CAP VALUE EQUITY FUND - R6 LONG TERM CAPITAL GAIN 1721 0 0 0 VIRTUS CEREDEX MID-CAP VALUE EQUITY FUND - R6 SHORT TERM CAPITAL GAIN 2020-01 Purchase 2022-06 VIRTUS CEREDEX MID-CAP VALUE EQUITY FUND - R6 SHORT TERM CAPITAL GAIN 606 0 0 0 DODGE AND COX INCOME FD SOLD 2220 SHS 2017-01 Purchase 2022-02 DODGE AND COX INCOME FD SOLD 2220 SHS 30000 31684 0 0 DODGE AND COX INCOME FD SOLD 7147 SHS 2017-01 Purchase 2022-06 DODGE AND COX INCOME FD SOLD 7147 SHS 89696 100954 0 0 GNMA #348823 1996-12 Purchase 2022-12 GNMA #348823 12 11 0 0 MICROSOFT CORP 2017-09 Purchase 2022-01 MICROSOFT CORP 25000 25422 0 0 ORACLE CORP 2014-04 Purchase 2022-10 ORACLE CORP 50000 47686 0 0 US TREASURY NOTE MATURITY 2017-08 Purchase 2022-07 US TREASURY NOTE MATURITY 15000 15094 0 0 MFS INTERNATIONAL DIVERSIFICATION FUND - R6 LONG TERM CAPITAL GAIN 2020-01 Purchase 2022-12 MFS INTERNATIONAL DIVERSIFICATION FUND - R6 LONG TERM CAPITAL GAIN 559 0 0 0 MFS NEW DISCOVERY VALUE FUND - R6 LONG TERM CAPITAL GAIN 2018-08 Purchase 2022-08 MFS NEW DISCOVERY VALUE FUND - R6 LONG TERM CAPITAL GAIN 960 0 0 0 MFS NEW DISCOVERY VALUE FUND - R6 SHORT TERM CAPITAL GAIN 2018-08 Purchase 2022-08 MFS NEW DISCOVERY VALUE FUND - R6 SHORT TERM CAPITAL GAIN 421 0 0 0 MFS NEW DISCOVERY VALUE FUND - R6 LONG TERM CAPITAL GAIN 2018-08 Purchase 2020-12 MFS NEW DISCOVERY VALUE FUND - R6 LONG TERM CAPITAL GAIN 1210 0 0 0 MFS NEW DISCOVERY VALUE FUND - R6 SHORT TERM CAPITAL GAIN 2018-08 Purchase 2022-12 MFS NEW DISCOVERY VALUE FUND - R6 SHORT TERM CAPITAL GAIN 20 0 0 0 VANGUARD GROWTH INDEX FD-ADM SOLD 368 SHS 2020-01 Purchase 2022-02 VANGUARD GROWTH INDEX FD-ADM SOLD 368 SHS 50000 36930 0 0 VANGUARD GROWTH INDEX FD-ADM SOLD 339 SHS 2020-01 Purchase 2022-06 VANGUARD GROWTH INDEX FD-ADM SOLD 339 SHS 38000 27020 0 0 VANGUARD VALUE INDEX-ADM SOLD 1401 SHS 2020-01 Purchase 2022-06 VANGUARD VALUE INDEX-ADM SOLD 1401 SHS 70000 63987 0 0 VANGUARD INDEX TR 500 ADMIRAL SHS SOLD 123 SHS 2020-01 Purchase 2022-06 VANGUARD INDEX TR 500 ADMIRAL SHS SOLD 123 SHS 42000 22692 0 0 Corporate bonds 540391 508069 Corporate stock 978602 1144894 53033 58662 63442 58662 Software fee 6500 0 0 6500 Bank fees 551 0 0 551 PO Box fee 364 0 0 364 DFI filing fee 54 0 0 54 Form 990 2020 penalty 3 0 0 0 Custodial fees - Associated Trust 14339 14339 0 0 Form 990 2020 625 0 0 0 Form 990 2021 1375 0 0 0