SENTRY INSURANCE FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SENTRY INSURANCE FOUNDATION INC (EIN 39-1037370)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202313189349102541
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-14T12:37:54-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTODDPersonFirstNm
Person LastSCHROEDERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY DANEN CPAPreparerPersonNm
PTINP01236582PTIN
Phone9203369850PhoneNum
Preparation2023-11-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,554,235FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,732,546ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$96,354InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$96,354InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,828,900TotalRevAndExpnssAmt
Total Net Invst Incm$96,354TotalNetInvstIncmAmt
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$15,914OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,969OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,914TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,969TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,840,728ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,840,728ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,856,642TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,969TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,840,728TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$972,258ExcessRevenueOverExpensesAmt
Net Investment Income$93,385NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,841,396CashBOYAmt
Cash EOY$8,554,235CashEOYAmt
Cash EOYFMV$8,554,235CashEOYFMVAmt
Total Assets BOY$7,841,396TotalAssetsBOYAmt
Total Assets EOY$8,554,235TotalAssetsEOYAmt
Total Assets EOYFMV$8,554,235TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,536,790AccountsPayableBOYAmt
Accounts Payable EOY$1,277,371AccountsPayableEOYAmt
Total Liabilities BOY$1,536,790TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,277,371TotalLiabilitiesEOYAmt
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$6,304,606RetainedEarningBOYAmt
Retained Earning EOY$7,276,864RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,304,606TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,276,864TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,841,396TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,554,235TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,304,606TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$972,258ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,276,864SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,276,864TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,298InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,298SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,298TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,024EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,524TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,226OverpaymentAmt
Applied To ES Tax$1,226AppliedToESTaxAmt
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
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 (8 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 POINTWI54481CHAIR / VICE PRESIDENT0.00$0$0$0
TIMOTHY KOVAC
1800 NORTH POINT DRIVESTEVENS POINTWI54481SECRETARY0.00$0$0$0
TODD SCHROEDER
1800 NORTH POINT DRIVESTEVENS POINTWI54481TREASURER0.00$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
JIM STITZLEIN
1800 NORTH POINT DRIVESTEVENS POINTWI54481DIRECTOR0.00$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$2,378,745AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,248,598AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,627,343TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,627,343AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$84,410CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,542,933NetVlNoncharitableAssetsAmt
Minimum Investment Return$277,147MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$277,147MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,298TaxBasedOnInvestmentIncomeAmt
Total Tax$1,298TotalTaxAmt
Distributable Before Adj$275,849DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$275,849DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$275,849DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,840,728ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,840,728QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$275,849DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,054,990ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,920,265ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,895,388ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,436,427ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,795,568ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$22,102,638TotalExcessDistributionCyovAmt
Qualifying Distributions$3,840,728QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$275,849AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,564,879RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$25,667,517TotalCorpusAmt
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$5,054,990ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$20,612,527ExcessDistriCyovToNextYrAmt
Excess From Year4$2,920,265ExcessFromYear4Amt
Excess From Year3$2,895,388ExcessFromYear3Amt
Excess From Year2$6,436,427ExcessFromYear2Amt
Excess From Year1$4,795,568ExcessFromYear1Amt
Excess From Current Year$3,564,879ExcessFromCurrentYearAmt

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 (78 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
RAWHIDE INC
E7475 RAWHIDE RDNEW LONDONWI54961NONEPUBLIC CHARITYCIVIC/COMMUNITY SERVICE$755,000
UNITED WAY OF PORTAGE COUNTY
2801 HOOVER ROAD UNIT 2STEVENS POINTWI54481NONEPUBLIC CHARITYUNITED WAY SUPPORT$632,363
STEVENS POINT PUBLIC SCHOOL DIST
BLISS EDUCATIONAL SERVICES CENTERSTEVENS POINTWI54481NONEPUBLIC CHARITYEDUCATION - TECHNOLOGY INITIATIVE$352,3531900 POLK ST
PGA TOUR FIRST TEE FOUNDATION INC
PO BOX 3055PONTE VEDRA BEACHFL32004NONEPUBLIC CHARITYCIVIC/COMMUNITY SERVICE$200,000
UWSP FOUNDATIONALUMNI ASSOC
2100 MAIN STREETSTEVENS POINTWI54481NONEPUBLIC CHARITYEDUCATION - SCHOLARSHIPS & PROGRAMS$167,000
PACELLI CATHOLIC SCHOOLS
1301 MARIA DRIVESTEVENS POINTWI54481NONEPUBLIC CHARITYEDUCATION AND TECHNOLOGY INITIATIVE$101,150
CITY OF STEVENS POINT
1515 STRONGS AVESTEVENS POINTWI54481NONEPUBLIC CHARITYCIVIC/COMMUNITY SERVICE$100,000
FARMING FOR THE FUTURE FOUNDATION
907 3RD AVENUEHANCOCKWI54943NONEPUBLIC CHARITYCIVIC/COMMUNITY SERVICE$100,000
NATIONAL MERIT SCHOLARSHIP CORP
PO BOX 99389CHICAGOIL60693NONEPUBLIC CHARITYEDUCATION - SCHOLARSHIPS$94,380
ST PAUL LUTHERAN SCHOOL FOUNDATION
1919 WYATT STREETSTEVENS POINTWI54481NONEPUBLIC CHARITYEDUCATION AND TECHNOLOGY INITIATIVE$89,797
UNITED WAY OF DANE COUNTY
PO BOX 7548MADISONWI53707NONEPUBLIC CHARITYUNITED WAY SUPPORT$80,393
COMMUNITY FOUNDATION OF CENTRAL WI
2801 HOOVER ROAD UNIT 1BSTEVENS POINTWI54481NONEPUBLIC CHARITYCIVIC/COMMUNITY SERVICE$73,038
OPERATION BOOTSTRAP
5000 HEFFRON STREETSTEVENS POINTWI54481NONEPUBLIC CHARITYMATCHING GIFT - CIVIC/COMMUNITY SERVICE$39,812
HUMANE SOCIETY OF PORTAGE COUNTY
PO BOX 512STEVENS POINTWI54481NONEPUBLIC CHARITYMATCHING GIFT - CIVIC/COMMUNITY SERVICE$38,698
VOLUNTEER FLORIDA FOUNDATION
1545 RAYMOND DIEHL ROAD STE 250TALLAHASSEEFL32308NONEPUBLIC CHARITYCIVIC/COMMUNITY SERVICE$37,800
UNIVERSITY OF HAWAII
PO BOX 11270HONOLULUHI96828NONEPUBLIC CHARITYEDUCATION - SCHOLARSHIPS & PROGRAMS$36,263
STEVENS POINT CHRISTIAN ACADEMY
801 COUNTY ROAD HH WESTSTEVENS POINTWI54481NONEPUBLIC CHARITYEDUCATION AND TECHNOLOGY INITIATIVE$36,057
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAYAPPLETONWI54911NONEPUBLIC CHARITYEDUCATION AND SCHOLARSHIPS & PROGRAMS$27,500
BOYS & GIRLS CLUB OF PORTAGE COUNTY
PO BOX 171STEVENS POINTWI54481NONEPUBLIC CHARITYCIVIC/COMMUNITY SERVICE$27,296
RIPON COLLEGE
300 WEST STEWARD STREETRIPONWI54921NONEPUBLIC CHARITYEDUCATION AND SCHOLARSHIPS & PROGRAMS$25,500
CENTRAL WISCONSIN CHILDREN'S MUSEUM
1100 MAIN STREETSTEVENS POINTWI54481NONEPUBLIC CHARITYCIVIC/COMMUNITY SERVICE$25,000
PASSPORT TO PARADISE
1000 DIVISION STREETSTEVENS POINTWI54481NONEPUBLIC CHARITYCIVIC/COMMUNITY SERVICE$25,000
MAUI UNITED WAY
95 MAHALANI STWAILUKUHI96793NONEPUBLIC CHARITYCIVIC/COMMUNITY SERVICE$25,000
UW - EAU CLAIRE FOUNDATION
PO BOX 4004EAU CLAIREWI54702NONEPUBLIC CHARITYEDUCATION AND SCHOLARSHIPS & PROGRAMS$23,825
SACRED HEART SCHOOL OF POLONIA
7379 CHURCH STREETCUSTERWI54423NONEPUBLIC CHARITYMATCHING GIFT - EDUCATION$21,665
UW - LA CROSSE FOUNDATION
615 EAST AVE NORTHLA CROSSEWI54601NONEPUBLIC CHARITYEDUCATION AND SCHOLARSHIPS & PROGRAMS$20,657
UW - PLATTEVILLE FOUNDATION
1 UNIVERSITY PLAZAPLATTEVILLEWI53818NONEPUBLIC CHARITYEDUCATION AND SCHOLARSHIPS & PROGRAMS$20,500
ST NORBERT COLLEGE
100 GRANT STREETDE PEREWI54115NONEPUBLIC CHARITYEDUCATION AND SCHOLARSHIPS & PROGRAMS$20,400
UW - MILWAUKEE FOUNDATION
1440 E NORTH AVENUEMILWAUKEEWI53202NONEPUBLIC CHARITYEDUCATION AND SCHOLARSHIPS & PROGRAMS$20,075
UW - SUPERIOR FOUNDATION INC
PO BOX 2000SUPERIORWI54880NONEPUBLIC CHARITYEDUCATION - SCHOLARSHIPS & PROGRAMS$20,000
UW OSHKOSH OSHKOSH FOUNDATION INC
625 PEARL AVEOSHKOSHWI54901NONEPUBLIC CHARITYEDUCATION AND SCHOLARSHIPS & PROGRAMS$20,000
MILWAUKEE SCHOOL OF ENGINEERING
1025 NORTH BROADWAYMILWAUKEEWI53202NONEPUBLIC CHARITYEDUCATION - SCHOLARSHIPS & PROGRAMS$20,000
UW - RIVER FALLS FOUNDATION
410 S 3RD STRIVER FALLSWI54022NONEPUBLIC CHARITYEDUCATION - SCHOLARSHIPS & PROGRAMS$20,000
UW-GREEN BAY
2420 NICOLET DRIVEGREEN BAYWI54311NONEPUBLIC CHARITYEDUCATION - SCHOLARSHIPS & PROGRAMS$20,000
UW - WHITEWATER FOUNDATION INC
800 W MAIN ST ALUMNI CENTERWHITEWATERWI53190NONEPUBLIC CHARITYEDUCATION - SCHOLARSHIPS & PROGRAMS$20,000
CENTRAL WISCONSIN SYMPHONY ORCHESTRA
PO BOX 65STEVENS POINTWI54481NONEPUBLIC CHARITYCIVIC/COMMUNITY SERVICE$20,000
MICHIGAN TECHNOLOGICAL UNIV
1400 TOWNSEND DRIVEHOUGHTONMI49931NONEPUBLIC CHARITYEDUCATION - SCHOLARSHIPS & PROGRAMS$20,000
UW STOUT
PO BOX 790MENOMONIEWI54751NONEPUBLIC CHARITYEDUCATION - SCHOLARSHIPS & PROGRAMS$20,000
UNIVERSITY OF WI-PARKSIDE
PO BOX 2000KENOSHAWI53141NONEPUBLIC CHARITYEDUCATION - SCHOLARSHIPS & PROGRAMS$20,000
UW - STEVENS POINT FOUNDATION
2100 MAIN STSTEVENS POINTWI54481NONEPUBLIC CHARITYEDUCATION - SCHOLARSHIPS & PROGRAMS$16,460
UNITED WAY QUAD CITIES
852 MIDDLE ROAD STE 401BETTENDORFIA52722NONEPUBLIC CHARITYUNITED WAY SUPPORT$14,750
UNITED WAY OF WAYNE COUNTY
PO BOX 73GOLDSBORONC27533NONEPUBLIC CHARITYUNITED WAY SUPPORT$14,237
UW - MADISON FOUNDATION
1848 UNIVERSITY AVENUEMADISONWI53726NONEPUBLIC CHARITYEDUCATION AND SCHOLARSHIPS & PROGRAMS$11,250
EAST CAROLINA UNIVERSITY FOUNDATION
220 S CHARLES BLVDGREENVILLENC27858NONEPUBLIC CHARITYEDUCATION - SCHOLARSHIPS$10,000
JUNIOR ACHIEVEMENT OF WI INC
300 3RD STREET STE L04WAUSAUWI54403NONEPUBLIC CHARITYEDUCATION - PROGRAM SUPPORT$10,000
FRIENDS OF PBS WISCONSIN
PO BOX 7929MADISONWI53707NONEPUBLIC CHARITYCIVIC/COMMUNITY SERVICE$9,814
STEVENS POINT AREA YMCA
1000 DIVISION STSTEVENS POINTWI54481NONEPUBLIC CHARITYCIVIC/COMMUNITY SERVICE AND EDUCATION$8,850
UNITED WAY OF GREATER ST LOUIS - SOUTHWEST ILLINOIS DIVISION
707 BERKSHIRE BLVD STE 270EAST ALTONIL62024NONEPUBLIC CHARITYUNITED WAY SUPPORT$8,786
VALLEY OF THE SUN UNITED WAY SCOTTSDALE
P O BOX 10748PHOENIXAZ85064NONEPUBLIC CHARITYUNITED WAY SUPPORT$8,508
UNIVERSITY OF ILLINOIS FOUNDATION
1305 WEST GREEN STREETURBANAIL61801NONEPUBLIC CHARITYMATCHING GIFT - EDUCATION$8,200
NORTHLAND LUTHERAN HIGH SCHOOL
2107 TOWER ROADKRONENWETTERWI54455NONEPUBLIC CHARITYMATCHING GIFT - EDUCATION$7,700
STEVENS POINT CURLING CLUB
PO BOX 824STEVENS POINTWI54481NONEPUBLIC CHARITYCIVIC/COMMUNITY SERVICE$7,500
CUMBERLAND ACADEMY OF GEORGIA
650-A MT VERNON HWY NEATLANTAGA30328NONEPUBLIC CHARITYMATCHING GIFT - EDUCATION$7,500
ARIZONA STATE UNIVERSITY FOUNDATION
PO BOX 2260TEMPEAZ85280NONEPUBLIC CHARITYMATCHING GIFT - EDUCATION$7,500
RUSH UNIVERSITY MEDICAL CENTER
1725 WEST HARRISON STREET STE 364CHICAGOIL60612NONEPUBLIC CHARITYMATCHING GIFT - EDUCATION$7,500
STOUT UNIVERSITY FOUNDATION INC
PO BOX 790MENOMONIEWI54751NONEPUBLIC CHARITYMATCHING GIFT - EDUCATION$7,500
MARQUETTE UNIVERSITY
PO BOX 1881MILWAUKEEWI53201NONEPUBLIC CHARITYMATCHING GIFT - EDUCATION$7,500
WISCONSIN PUBLIC RADIO ASSOCIATION
821 UNIVERSITY AVEMADISONWI53706NONEPUBLIC CHARITYMATCHING GIFT - CIVIC/COMMUNITY SERVICE$7,358
BRIGHAM YOUNG UNIVERSITY
UNIVERSITY ADVANCEMENT MAIN CAMPUSPROVOUT84602NONEPUBLIC CHARITYMATCHING GIFT - EDUCATION$7,310
CHRISTIAN BROTHERS ACADEMY
6245 RANDALL RDSYRACUSENY13214NONEPUBLIC CHARITYMATCHING GIFT - EDUCATION$7,150
NORTHCENTRAL TECHNICAL COLLEGE
1000 W CAMPUS DRWAUSAUWI54401NONEPUBLIC CHARITYEDUCATION - SCHOLARSHIPS & PROGRAMS$7,000
ORANGE COUNTY UNITED WAY (IRVINE)
18012 MITCHELL SOUTHIRVINECA92614NONEPUBLIC CHARITYUNITED WAY SUPPORT$6,287
UNITED WAY OF NORTHWEST IL (FREEPORT)
524 W STEPHENSON ST SUITE 101FREEPORTIL61032NONEPUBLIC CHARITYUNITED WAY SUPPORT$5,719
MID-STATE TECHNICAL COLLEGE FOUNDATION
500 32ND STREET NORTHWISCONSIN RAPIDSWI54494NONEPUBLIC CHARITYEDUCATION AND SCHOLARSHIPS & PROGRAMS$5,500
LAHAINA JUNIOR GOLF ASSOCIATION
PO BOX 10701LAHAINAHI96761NONEPUBLIC CHARITYCIVIC/COMMUNITY SERVICE$5,000
KA LIMA O MAUI
95 MAHALANI STWAILUKUHI96793NONEPUBLIC CHARITYCIVIC/COMMUNITY SERVICE$5,000
LEWIS AND CLARK COMMUNITY COLLEGE
5800 GODFREY ROADGODFREYIL62035NONEPUBLIC CHARITYEDUCATION - SCHOLARSHIPS$5,000
IMSA FUND FOR ADVANCEMENT OF EDUCATION
1500 W SULLIVAN RDAURORAIL60506NONEPUBLIC CHARITYEDUCATION$5,000
MAUI COUNTY BSA
200 LIHOLIHO STWAILUKUHI96793NONEPUBLIC CHARITYCIVIC/COMMUNITY SERVICE$5,000
LAHAINALUNA HIGH SCHOOL FOUNDATION
PO BOX 11617LAHAINAHI96761NONEPUBLIC CHARITYCIVIC/COMMUNITY SERVICE$5,000
FOCUS
941 HUNTINGTON AVE - PMB 242WISCONSIN RAPIDSWI54494NONEPUBLIC CHARITYMATCHING GIFT - CIVIC/COMMUNITY SERVICE$5,000
FRIENDS OF THE CHILDREN'S JUSTICE CENTER
1773 WILI PA LOOPWAILUKUHI96793NONEPUBLIC CHARITYCIVIC/COMMUNITY SERVICE$5,000
WOMEN IN TRUCKING FOUNDATION
1818 PARMENTER ST STE 300MIDDLETONWI53562NONEPUBLIC CHARITYEDUCATION$5,000
J WALTER CAMERON CENTER
95 MAHALANI STWAILUKUHI96793NONEPUBLIC CHARITYCIVIC/COMMUNITY SERVICE$5,000
HALE MAKUA HEALTH SERVICES
472 KAULANA STKAHULUIHI96732NONEPUBLIC CHARITYCIVIC/COMMUNITY SERVICE$5,000
ANNIKA FOUNDATION
10524 MOSS PARK ROAD STE 204-408ORLANDOFL32832NONEPUBLIC CHARITYCIVIC/COMMUNITY SERVICE$5,000
BOOKS & BREAKFAST
419 GREENWOODEVANSTONIL60201NONEPUBLIC CHARITYCIVIC/COMMUNITY SERVICE AND EDUCATION$5,000
OTHER (UNDER 5000)
VARIOUSVARIOUSWI99999NONEPUBLIC CHARITYEDUCATION & CIVIC/COMMUNITY SERVICE$139,327
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,840,728TotalGrantOrContriPdDurYrAmt
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$96,354ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$96,354ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$96,354TotalIncomeProducingActyAmt

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$4,732,546TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$2,969$2,969$0
PUBLIC RELATIONS$12,875$0$0
FILING AND RECORDING FEES$70$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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