2022-05-13T10:36:23-04:00 2021-12-31 990PF 2021-01-01 391568111 WPS CHARITABLE FOUNDATION INC % Michael Hamerlik WPSC 6089776644 1717 W BROADWAY MONONA WI 537131834 Vicki Bernards Secretary & Treasurer 2022-05-13 2021 2022-09-23 18:48:47Z X 2508855 X 20427 X 66 66 0 43557 43557 0 0 0 0 0 72376 412530 72376 7757 0 0 0 0 0 0 0 0 136426 115999 7757 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7507 0 0 7507 17074 17074 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 7204 0 0 7204 31785 17074 0 14711 272325 272325 304110 17074 0 287036 -167684 98925 7757 57905 20884 20884 27700 80366 80366 588 0 0 0 0 92737 53033 50736 1454222 1267746 1784057 509260 556699 572812 0 0 0 0 0 0 2142412 1978728 2508855 0 4000 0 0 0 0 0 0 0 0 0 0 4000 X 2142412 1974728 2142412 1974728 2142412 1978728 2142412 -167684 1974728 1974728 DODGE AND COX FDS INTL STOCK FD SOLD 126.205 SHS P 1900-10-15 2021-01-22 5788 4810 978 978 DODGE AND COX FDS INTL STOCK FD SOLD 108.049 SHS P 1900-09-24 2021-09-29 5152 4888 264 264 MFS INTERNATIONAL DIVERSIFICATION FUND - R6 SOLD 134.438 SHS P 2020-01-17 2021-09-29 3373 2995 378 378 MFS INTERNATIONAL DIVERSIFICATION FUND - R6 LONG TERM CAPITAL GAIN P 2020-01-17 2021-12-30 285 285 285 MFS INTERNATIONAL DIVERSIFICATION FUND - R6 SHORT TERM CAPITAL GAIN P 2020-01-17 2021-12-30 3 3 3 MFS NEW DISCOVERY VALUE FUND - R6 SHORT TERM CAPITAL GAIN P 2018-08-10 2021-08-04 8 8 8 MFS NEW DISCOVERY VALUE FUND - R6 SOLD 221.628 SHS P 2018-08-10 2021-09-29 4654 3040 1614 1614 MFS NEW DISCOVERY VALUE FUND - R6 LONG TERM CAPITAL GAIN P 2018-08-10 2021-12-13 2489 2489 2489 MFS NEW DISCOVERY VALUE FUND - R6 SHORT TERM CAPITAL GAIN P 2018-08-10 2021-12-13 1506 1506 1506 AM FUNDS NEW WORLD FUND F-3 SOLD 63.914 SHS P 2020-01-17 2021-09-29 5929 4166 1763 1763 AM FUNDS NEW WORLD FUND F-3 LONG TERM CAPITAL GAIN P 2020-01-17 2021-12-20 3674 3674 3674 VANGUARD SMALL-CAP GROWTH IND ADM SOLD 53.649 SHS P 2020-01-17 2021-09-29 5351 2332 3019 3019 VANGUARD MID CAP INDEX ADM SOLD 15.687 SHS P 2020-01-17 2021-12-20 4648 2509 2139 2139 VANGUARD GROWTH INDEX FD-ADM SOLD 119.546 SHS P 2020-01-17 2021-01-22 16000 10892 5108 5108 VANGUARD GROWTH INDEX FD-ADM SOLD 251.676 SHS P 2020-01-27 2021-09-29 37869 22637 15232 15232 VANGUARD VALUE INDEX-ADM SOLD 607.530 SHS P 2020-01-17 2021-01-22 29034 27732 1302 1302 VANGUARD VALUE INDEX-ADM SOLD 868.249 SHS P 2020-01-27 2021-09-29 46408 39637 6771 6771 VANGUARD INDEX TR 500 ADMIRAL SHS SOLD 76.725 SHS P 2020-01-17 2021-09-29 30823 14111 16712 16712 VIRTUS CEREDEX MID-CAP VALUE EQUITY FUND - R6 SOLD 618.668 SHS P 2020-01-17 2021-01-22 7968 8740 -772 -772 VIRTUS CEREDEX MID-CAP VALUE EQUITY FUND - R6 SOLD 392.138 SHS P 2020-01-27 2021-09-29 5792 5541 251 251 VIRTUS CEREDEX MID-CAP VALUE EQUITY FUND - R6 SHORT TERM CAPITAL GAIN P 2020-01-17 2021-12-23 5622 5622 5622 VIRTUS CEREDEX MID-CAP VALUE EQUITY FUND - R6 LONG TERM CAPITAL GAIN P 2020-01-17 2021-12-23 4365 4365 4365 DODGE AND COX INCOME FD SOLD 2330.363 SHS P 2017-01-02 2021-01-22 34000 32446 1554 1554 DODGE AND COX INCOME FD LONG TERM CAPITAL GAIN P 2017-01-02 2021-03-30 253 253 253 DODGE AND COX INCOME FD SHORT TERM CAPITAL GAIN P 2017-01-02 2021-03-30 553 553 553 DODGE AND COX INCOME FD LONG TERM CAPITAL GAIN P 2017-01-02 2021-12-22 890 890 890 DODGE AND COX INCOME FD SHORT TERM CAPITAL GAIN P 2017-01-02 2021-12-22 66 66 66 FEDERAL FARM CREDIT BANK MATURITY P 2014-01-09 2021-05-05 25000 24439 561 561 GNMA #348823 P 1996-12-31 2021-12-15 27 26 1 1 NORTHERN TRUST CORP MATURITY P 2014-01-15 2021-08-23 25000 25656 -656 -656 US TREASURY NOTE MATURITY P 2020-01-01 2021-11-15 50000 51189 -1189 -1189 TD AMERITRADE HOLDING COPR P 2020-01-01 2021-10-01 50000 52368 -2368 -2368 72376 7757 1375 1375 1375 1375 0 0 1375 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 Scott Kowalski 1717 W Broadway Monona WI 53713 Vice President 1.00 0 0 0 Rob Palmer 1717 W Broadway Monona WI 53713 Trustee 1.00 0 0 0 Mike Jonasson 1717 W Broadway Monona WI 53713 Trustee 1.00 0 0 0 NONE NONE 2382789 147165 0 2529954 0 0 2529954 37949 2492005 124600 124600 1375 0 1375 123225 0 123225 0 123225 287036 0 0 0 0 287036 123225 0 200454 158835 212803 141634 153380 867106 287036 123225 163811 0 1030917 0 0 0 0 200454 830463 158835 212803 141634 153380 163811 Not applicable Not applicable Megan Willauer PO Box 7786 Madison WI 537077786 6089777166 The Foundation does accept requests for grants but awards grants primarily under an approved scholarship program. None None George Mason University 4400 University Drive Fairfax VA 22030 No Relationship 509a1 Financial support of students 1250 John A Logan College 700 Logan College Drive Carterville IL 62918 No Relationship 509a1 Financial support of students 625 Judson University Baptist Universit 1151 North State Street Elgin IL 60123 No Relationship 509a1 Financial support of students 625 Madison Area Technical College 3550 Anderson Street Madison WI 53704 No Relationship 509a1 Financial support of students 2500 Metropolitan Community College 3201 Southwest Trafficway Kansas City MO 64111 No Relationship 509a1 Financial support of students 625 Minnesota State University Mankato 128 Wigley Administration Center Mankato MN 56001 No Relationship 509a1 Financial support of students 625 Missouri Baptist University 1 College Park Drive St Louis MO 63141 No Relationship 509a1 Financial support of students 1250 Missouri State University 901 South National Avenue Springfield MO 65897 No Relationship 509a1 Financial support of students 625 Mount Mary University 2900 North Menomonee River Parkway Milwaukee WI 53222 No Relationship 509a1 Financial support of students 1250 NC A and T State University 1601 East Market Street Greensboro NC 27411 No Relationship 509a1 Financial support of students 1250 Nebraska Wesleyan University 5000 St Paul Avenue Lincoln NE 68504 No Relationship 509a1 Financial support of students 1250 Northcentral Technical College 1000 West Campus Drive Wausau WI 54401 No Relationship 509a1 Financial support of students 1250 Northern Illinois University Lowden Hall Room 204 DeKalb IL 60115 No Relationship 509a1 Financial support of students 625 Ohio Northern University 525 South Main Street Ada OH 45810 No Relationship 509a1 Financial support of students 625 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 1250 University of Wisconsin Eau Claire 127 Roosevelt Avenue Eau Claire WI 52701 No Relationship 509a1 Financial support of students 625 University of Wisconsin Green Bay 2420 Nicolet Drive Green Bay WI 54311 No Relationship 509a1 Financial support of students 1250 University of Wisconsin La Crosse 1725 State Street La Crosse WI 54601 No Relationship 509a1 Financial support of students 3750 University of Wisconsin Madison 333 East Campus Mall Madison WI 53715 No Relationship 509a1 Financial support of students 5000 University of Wisconsin Whitewater 800 W Main Street Whitewater WI 53190 No Relationship 509a1 Financial support of students 3125 Xavier University of Louisiana 1 Drexel Drive New Orleans LA 70125 No Relationship 509a1 Financial support of students 625 Aldo Leopold Nature Center 330 Femrite Drive Monona WI 53716 No Relationship PC Underserved populations 3000 Angels Among Us 3858 Jones Street Suite A Omaha NE 68105 No Relationship PC Health and wellness 1000 ARTS for All Wisconsin 1709 Aberg Avenue Madison WI 53704 No Relationship PC Military veterans 4000 Attic Angel Association 640 Junction Road Madison WI 53717 No Relationship PC Senior health 2500 Badger Honor Flight Inc PO Box 258066 Madison WI 53725 No Relationship PC Military veterans 10000 Black Women's Health Imperative 700 Pennsylvania Avenue Suite 2059 Washington DC 20003 No Relationship PC Health and wellness 5000 Catholic Charities Madison 702 South High Point Road Suite 201 Madison WI 53719 No Relationship PC Senior health 2500 Edgewood College 1000 Edgewood College Drive Madison WI 53711 No Relationship PC Military veterans 7500 Foundation for Madison Public Schoo 101 Nob Hill Road Suite 300 Madison WI 53713 No Relationship PC Underserved populations 3500 Goodman Community Center 149 Waubesa Street Madison WI 53704 No Relationship PC Underserved populations 5000 Habitat for Humanity Wausau 1810 Schofield Avenue Weston WI 54476 No Relationship PC Underserved populations 1500 Hogs for Heros 822 Ondossagon Way Madison WI 53713 No Relationship PC Military veterans 1200 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 Technical College 3591 Anderson Street Suite 203A Madison WI 53704 No Relationship PC Underserved populations 25000 Madison Symphony Orchestra 222 W Washington Avenue Suite 460 Madison WI 53703 No Relationship PC Senior health 3000 Marquardt Foundation Inc 1020 Hill Street Watertown WI 53098 No Relationship PC Senior health 5000 Never Forgotten Honor Flight 225780 Rib Mountain Drive Suite 234 Wausau WI 54401 No Relationship PC Military veterans 3000 Old Glory Honor Flight Inc 4650 W Spencer Street Appleton WI 54952 No Relationship PC Military veterans 10000 Second Harvest Food Bank 2802 Dairy Drive Madison WI 53718 No Relationship PC Health and wellness 2500 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 2500 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 2500 United Way of Midlands Omaha 2201 Farnam Street Omaha NE 68102 No Relationship PC United Way 2500 United Way of Southern Illinois PO Box 1901 Marion IL 62959 No Relationship PC United Way 5000 United Way of Virginia 2 City Center Suite 206 Newport News VA 23606 No Relationship PC United Way 5000 Urban League of Nebraska 3040 Lake Street Omaha NE 68111 No Relationship PC Underserved populations 5000 Veterans Honor Flight of Southern I 10400 Terminal Drive Suite 200 Marion IL 62959 No Relationship PC Military veterans 10000 Vogel Foundaion PO Box 7696 Madison WI 53707 No Relationship PC Local initiative 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 Avenue Suite 406 Milwaukee WI 53203 No Relationship PC Local initiative 500 YWCA of South Hampton Roads 50 East Plume Street Norfolk VA 23510 No Relationship PC Underserved populations 5000 272325 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 66 0 0 14 43557 0 0 0 0 0 0 0 0 0 0 0 18 72376 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 115999 0 115999 false false false false false false false false false false Audit fees - Baker Tilly 7336 0 0 7336 Tax return filing fee 171 0 0 171 Net short-term capital gain 2021-01 Purchase 2021-12 Net short-term capital gain 0 7757 0 0 Corporate bonds 556699 572812 Corporate stock 1267746 1784057 92737 50736 53033 50736 Software fee 6500 0 0 6500 Bank fees 625 0 0 625 DFI filing fee 79 0 0 79 Custodial fees - Associated Trust 17074 17074 0 0