SENTRY INSURANCE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SENTRY INSURANCE FOUNDATION INC (EIN 39-1037370)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202243139349100219
- 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
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T08:30:56-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391037370 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENTRY INSURANCE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SENT | BusinessNameControlTxt |
| Phone | 7153467636 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 NORTH POINT DRIVE | AddressLine1Txt |
| City | STEVENS POINT | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54481 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kalynn Pempek | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 7153467636 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Todd | PersonFirstNm |
| Person Last | Schroeder | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,841,396 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,185,387 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,464 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,464 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,464 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$157,648 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,527,714 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,029,203 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,464 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,464 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $32,329 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $32,329 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,329 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $32,329 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,973,646 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,973,646 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,005,975 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $32,329 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,973,646 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,023,228 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,464 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,974,401 | CashBOYAmt |
| Cash EOY | $7,841,396 | CashEOYAmt |
| Cash EOYFMV | $7,841,396 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $509,530 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,483,931 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,841,396 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,841,396 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,202,582 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,536,790 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $1,202,582 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,536,790 | TotalLiabilitiesEOYAmt |
| Retained Earning BOY | $5,281,349 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,304,606 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,281,349 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,304,606 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,483,931 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,841,396 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,281,349 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,023,228 | ExcessRevenueOverExpensesAmt |
| Other Increases | $29 | OtherIncreasesAmt |
| Subtotal | $6,304,606 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,304,606 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| US TREASURY NOTES | P | 2020-09-30 | 2021-10-31 | $500,000 | $500,000 | $0 | $0 | $0 |
| 20288 SH NVIDIA CORP | D | 2021-12-16 | 2021-12-16 | $6,027,714 | $6,185,362 | -$157,648 | $0 | -$157,648 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$157,648 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $20 | SubtotalAmt |
| Tax Based On Investment Income | $20 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,044 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,044 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,024 | OverpaymentAmt |
| Applied To ES Tax | $1,024 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Sentry Insurance Company | IndividualWithBooksNm |
| Phone | 7153466201 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 North Point Drive | AddressLine1Txt |
| City | Stevens Point | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 544810000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KALYNN PEMPEK | ||||||||
| 1800 NORTH POINT DR | STEVENS POINT | WI | 54481 | EXECUTIVE DIRECTOR | 0 | $0 | $0 | $0 |
| TIMOTHY KOVAC | ||||||||
| 1800 NORTH POINT DR | STEVENS POINT | WI | 54481 | SECRETARY | 0 | $0 | $0 | $0 |
| PETE MCPARTLAND | ||||||||
| 1800 NORTH POINT DR | STEVENS POINT | WI | 54481 | VICE PRESIDENT & DIRECTOR | 0 | $0 | $0 | $0 |
| TODD SCHROEDER | ||||||||
| 1800 NORTH POINT DR | STEVENS POINT | WI | 54481 | TREASURER | 0 | $0 | $0 | $0 |
| ELISHA WILLIAMS | ||||||||
| 1800 NORTH POINT DR | STEVENS POINT | WI | 54481 | DIRECTOR | 0 | $0 | $0 | $0 |
| STEPHANIE SMITH | ||||||||
| 1800 NORTH POINT DR | STEVENS POINT | WI | 54481 | PRESIDENT & DIRECTOR | 0 | $0 | $0 | $0 |
| JIM MCDONALD | ||||||||
| 1800 NORTH POINT DR | STEVENS POINT | WI | 54481 | DIRECTOR | 0 | $0 | $0 | $0 |
| JIM STITZLEIN | ||||||||
| 1800 NORTH POINT DR | STEVENS POINT | WI | 54481 | DIRECTOR | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $380,055 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,236,155 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,616,210 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,616,210 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,243 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,561,967 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $178,098 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $178,098 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20 | TotalTaxAmt |
| Distributable Before Adj | $178,078 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $178,078 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $178,078 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,973,646 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,973,646 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $178,078 | DistributableAsAdjustedAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,839,291 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,054,990 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,920,265 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,895,388 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,436,427 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,146,361 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,973,646 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $178,078 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,795,568 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $26,941,929 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,839,291 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,102,638 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,054,990 | ExcessFromYear4Amt |
| Excess From Year3 | $2,920,265 | ExcessFromYear3Amt |
| Excess From Year2 | $2,895,388 | ExcessFromYear2Amt |
| Excess From Year1 | $6,436,427 | ExcessFromYear1Amt |
| Excess From Current Year | $4,795,568 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SENTRY INSURANCE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 NORTH POINT DR | AddressLine1Txt |
| City | STEVENS POINT | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54481 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7153467636 | RecipientPhoneNum |
| Recipient Email Address | KALYNN.PEMPEK@SENTRY.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER OF REQUEST STATING THE NATURE OF THE ORGANIZATION AND THE AMOUNT OF THE CONTRIBUTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARIZONA STATE UNIVERSITY FOUND | ||||||||
| PO BOX 2260 | TEMPE | AZ | 852802260 | N/A | PC | Matching Gift - Education | $7,500 | |
| BOSTON COLLEGE | ||||||||
| Cadigan Alumni Center 140 Commonwea | Chestnut Hill | MA | 02467 | N/A | PC | Matching Gift - Education | $5,500 | lth Ave |
| Boy Scouts of America | ||||||||
| 1275 Peachtree Street NE Ste 100 | Atlanta | GA | 303093506 | N/A | PC | Civic/Community Service | $5,380 | |
| Boys & Girls Club of Portage C | ||||||||
| 941 Michigan Avenue PO Box 171 | Stevens Point | WI | 54481 | N/A | PC | Civic/Community Service | $42,090 | |
| Celebrate Plover | ||||||||
| PO Box 37 | Plover | WI | 54467 | N/A | PC | Civic/Community Service | $50,000 | |
| Central Wisconsin Children's Museum | ||||||||
| 1100 Main Street | Stevens Point | WI | 54481 | N/A | PC | Civic/Community Service | $25,000 | |
| Central Wisconsin Symphony Orchestra | ||||||||
| 1128 Main Street PO Box 65 | Stevens Point | WI | 54481 | N/A | PC | Civic/Community Service | $20,000 | |
| Centro Hispano of Dane Cty | ||||||||
| 810 W Badger Road | Madison | WI | 53713 | N/A | PC | Matching Gift - Education | $7,500 | |
| Christian Brothers Academy | ||||||||
| 6245 Randall Rd | Syracuse | NY | 13214 | N/A | PC | Matching Gift - Education | $7,500 | |
| Community Foundation of Central WI | ||||||||
| 1501 Clark St | Stevens Point | WI | 54481 | N/A | PC | Civic/Community Service | $23,255 | |
| CUMBERLAND ACADEMY OF GEORGIA | ||||||||
| 650-A Mt Vernon Hwy NE | Atlanta | GA | 30328 | N/A | PC | Matching Gift - Education | $7,500 | |
| East Carolina University Found | ||||||||
| 220 S Charles Blvd | Greenville | NC | 27858 | N/A | PC | Education - Scholarships | $5,000 | |
| FOCUS | ||||||||
| 2511 8th St S Ste 242 | Wisconsin Rapids | WI | 54494 | N/A | PC | Matching Gift - Civic/Community Service | $5,000 | |
| Friends of PBS Wisconsin | ||||||||
| 821 University Ave | Madison | WI | 537061412 | N/A | PC | Civic/Community Service | $8,383 | |
| Golden Apple Foundation (The) | ||||||||
| 2907 Butterfield Rd Ste 150 | Oak Brook | IL | 60523 | N/A | PC | Education | $10,000 | |
| Humane Society of Portage County | ||||||||
| P O Box 512 | Stevens Point | WI | 54481 | N/A | PC | Civic/Community Service | $34,187 | |
| IMSA FUND FOR ADVANCEMENT OF E | ||||||||
| 1500 W SULLIVAN RD | AURORA | IL | 60506 | N/A | PC | Education | $11,250 | |
| Jackson Center for Conductive | ||||||||
| 802 N Samuel Moore Parkway | Mooresville | IN | 46158 | N/A | PC | Matching Gift - Education | $7,500 | |
| Junior Achievement of WI Inc | ||||||||
| Portage Wood Counties 300 3rd Stree | Wausau | WI | 54403 | N/A | PC | Education - Program Support | $10,000 | t Ste L04 |
| LAWRENCE UNIVERSITY OF WISCONS | ||||||||
| 711 E BOLDT WAY | APPLETON | WI | 549115595 | N/A | PC | Matching Gift - Education | $27,700 | |
| Lewis and Clark Community Coll | ||||||||
| 5800 Godfrey Road | Godfrey | IL | 62035 | N/A | PC | Education - Scholarships | $5,000 | |
| Marshfield Clinic | ||||||||
| 1000 N Oak Ave | Marshfield | WI | 54449 | N/A | PC | Civic/Community Service | $7,500 | |
| Marshfield Clinic Health Syste | ||||||||
| 1000 N Oak Ave | Marshfield | WI | 544495777 | N/A | PC | Special Project | $250,000 | |
| Maui Food Bank | ||||||||
| 760 Kolu Street | Wailuku | HI | 96793 | N/A | PC | Civic/Community Service | $250,000 | |
| Maui United Way | ||||||||
| 95 Mahalani St | Wailuku | HI | 96793 | N/A | PC | Civic/Community Service | $125,000 | |
| MEDICAL COLLEGE OF WI | ||||||||
| 8701 WATERTOWN PARK DRIVE | MILWAUKEE | WI | 53226 | N/A | PC | Education | $1,000,000 | |
| Michigan Technological Univ | ||||||||
| 1400 Townsend Drive Harold Meese Bl | Houghton | MI | 49931 | N/A | PC | Education - Scholarships | $20,000 | dg Rm 107 |
| MID-STATE TECHNICAL COLLEGE FO | ||||||||
| 500 32ND STREET NORTH | WISCONSIN RAPIDS | WI | 54494 | N/A | PC | Special Project & Scholarships | $105,040 | |
| MILWAUKEE SCHOOL OF ENGINEERIN | ||||||||
| 1025 NORTH BROADWAY | MILWAUKEE | WI | 53202 | N/A | PC | Education - Scholarships | $20,300 | |
| National Merit Scholarship Cor | ||||||||
| PO Box 99389 | Chicago | IL | 60693 | N/A | PC | Education - Scholarships | $104,200 | |
| Northcentral Technical College | ||||||||
| 1000 W Campus Dr | Wausau | WI | 544011899 | N/A | PC | Education - Scholarships | $7,000 | |
| OPERATION BOOTSTRAP | ||||||||
| 5000 HEFFRON STREET | STEVENS POINT | WI | 54481 | N/A | PC | Matching Gift - Civic/Community Service | $40,915 | |
| Orange County United Way (Irvi | ||||||||
| 18012 Mitchell South | Irvine | CA | 926146008 | N/A | PC | United Way Support | $9,383 | |
| Pacelli Catholic Schools | ||||||||
| 1301 Maria Drive | Stevens Point | WI | 54481 | N/A | PC | Education - Technology Initiative | $327,047 | |
| PGA TOUR First Tee Foundation | ||||||||
| Attn Accounting Department PO Box 3 | Ponte Vedra Beach | FL | 32004 | N/A | PC | Civic/Community Service | $200,000 | 055 |
| RAWHIDE INC | ||||||||
| E7475 RAWHIDE RD | NEW LONDON | WI | 54961 | N/A | PC | Civic/Community Service | $5,200 | |
| RIPON COLLEGE | ||||||||
| PO Box 248 300 Seward St | Ripon | WI | 549710248 | N/A | PC | Education - Scholarships | $23,000 | |
| River Region United Way | ||||||||
| PO Box 868 | Montgomery | AL | 361010868 | N/A | PC | United Way Support | $6,759 | |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||||
| 1700 W VAN BUREN ROOM 150 | CHICAGO | IL | 60612 | N/A | PC | Matching Gift - Education | $7,500 | |
| SACRED HEART SCHOOL OF POLONIA | ||||||||
| 7379 CHURCH STREET | CUSTER | WI | 54423 | N/A | PC | Matching Gift - Education | $26,881 | |
| SIUE Foundation | ||||||||
| SIUE School of Business PO Box 1051 | Edwardsville | IL | 62026 | N/A | PC | Education - Scholarships | $5,000 | |
| Southern IL University Edwards | ||||||||
| Campus Box 1082 | Edwardsville | IL | 620262345 | N/A | PC | Education - Scholarships | $23,400 | |
| ST NORBERT COLLEGE | ||||||||
| 100 GRANT STREET | DEPERE | WI | 54115 | N/A | PC | Education - Scholarships | $20,350 | |
| ST PAUL LUTHERAN SCHOOL FOUNDA | ||||||||
| 1919 WYATT STREET | STEVENS POINT | WI | 54481 | N/A | PC | Education - Technology Initiative | $100,991 | |
| Stevens Point Area YMCA | ||||||||
| 1000 Division St | Stevens Point | WI | 54481 | N/A | PC | Civic/Community Service | $7,575 | |
| STEVENS POINT CHRISTIAN ACADEM | ||||||||
| 801 COUNTY ROAD HH WEST | STEVENS POINT | WI | 54481 | N/A | PC | Education - Technology Initiative | $79,905 | |
| Stevens Point Public School Di | ||||||||
| 1900 Polk St | Stevens Point | WI | 54481 | N/A | PC | Education - Technology Initiative | $478,397 | |
| STOUT UNIVERSITY FOUNDATION I | ||||||||
| 320 S BROADWAY / PO BOX 790 | MENOMONIE | WI | 54751 | N/A | PC | Education - Scholarships | $7,500 | |
| TRUSTEES OF DARTMOUTH COLLEGE | ||||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | N/A | PC | Matching Gift - Education | $5,000 | |
| United Way of Dane County (Madison) | ||||||||
| 2059 Atwood Ave PO Box 7548 | Madison | WI | 537077548 | N/A | PC | United Way Support | $36,702 | |
| United Way of Greater Milwauke | ||||||||
| 225 West Vine St | Milwaukee | WI | 53212 | N/A | PC | United Way Support | $8,033 | |
| United Way of Greater Richmond | ||||||||
| and Petersburg PO Box 11807 | Richmond | VA | 23230 | N/A | PC | United Way Support | $7,046 | |
| United Way of Greater St Louis | ||||||||
| 707 Berkshire Boulevard Suite 270 | East Alton | IL | 620241326 | N/A | PC | United Way Support | $11,896 | |
| United Way of Northwest IL (Freeport) | ||||||||
| 524 W Stephenson St Suite 101 | Freeport | IL | 61032 | N/A | PC | United Way Support | $8,004 | |
| United Way Of Portage County | ||||||||
| 1100 Centerpoint Dr Ste 302 | Stevens Point | WI | 54481 | N/A | PC | Special Project & United Way Support | $627,934 | |
| United Way Of Quad Cities Area | ||||||||
| 3247 East 35Th St Court Attn Mr Ric | Davenport | IA | 52807 | N/A | PC | United Way Support | $18,224 | k Widdell |
| United Way of Wayne County (Goldsboro) | ||||||||
| Attn Steve Parr PO Box 73 | Goldsboro | NC | 275330073 | N/A | PC | United Way Support | $14,160 | |
| University of Hawaii | ||||||||
| PO Box 11270 | Honolulu | HI | 968280270 | N/A | PC | Education - Scholarships & Programs | $45,000 | |
| University of WI-Parkside | ||||||||
| PO Box 2000 900 Wood Rd | Kenosha | WI | 531412000 | N/A | PC | Education - Scholarships | $20,000 | |
| University of Wisconsin-Whitew | ||||||||
| Cashiers Office PO Box 88 | Whitewater | WI | 53190 | N/A | PC | Education - Scholarships | $20,000 | |
| UW - EAU CLAIRE FOUNDATION | ||||||||
| 214 SCHOFIELD HAL /105 GARFIELD AVE | EAU CLAIRE | WI | 54702 | N/A | PC | Education - Scholarships | $20,000 | PO Box 4004 |
| UW - LA CROSSE FOUNDATION | ||||||||
| 615 East Ave North | La Crosse | WI | 54601 | N/A | PC | Education - Scholarships | $20,000 | |
| UW - Madison | ||||||||
| 975 University Ave Grainger Hall Ro | Madison | WI | 537061323 | N/A | PC | Education - Scholarships | $5,400 | om 4265 |
| UW - MILWAUKEE FOUNDATION | ||||||||
| 1440 E North Avenue | Milwaukee | WI | 53202 | N/A | PC | Education - Scholarships | $20,000 | |
| UW - PLATTEVILLE FOUNDATION | ||||||||
| 1 UNIVERSITY PLAZA | PLATTEVILLE | WI | 53818 | N/A | PC | Education - Scholarships | $20,000 | |
| UW - RIVER FALLS FOUNDATION | ||||||||
| 410 S 3RD ST | RIVER FALLS | WI | 54022 | N/A | PC | Education - Scholarships | $20,000 | |
| UW - Stevens Point Foundation | ||||||||
| 2100 Main Street Ste 134 | Stevens Point | WI | 54481 | N/A | PC | Education - Scholarshiops | $20,537 | |
| UW - SUPERIOR FOUNDATION INC | ||||||||
| PO BOX 2000 | SUPERIOR | WI | 548804500 | N/A | PC | Education - Scholarships | $20,000 | |
| UW Oshkosh Oshkosh Foundation | ||||||||
| 625 Pearl Ave | Oshkosh | WI | 54901 | N/A | PC | Education - Scholarships | $20,000 | |
| UW Stout | ||||||||
| 140 VOCR Building PO Box 790 | Menomonie | WI | 547510790 | N/A | PC | Education - Scholarships | $20,000 | |
| UW-GREEN BAY | ||||||||
| 2420 NICOLET DRIVE | GREEN BAY | WI | 543117001 | N/A | PC | Education - Scholarships | $20,000 | |
| UWSP FoundationAlumni Assoc | ||||||||
| 2100 Main Street | Stevens Point | WI | 54481 | N/A | PC | Education - Scholarships & Programs | $157,500 | |
| Valley Of The Sun United Way S | ||||||||
| P O Box 10748 | Phoenix | AZ | 850649990 | N/A | PC | United Way Support | $12,148 | |
| Western Illinois University Fo | ||||||||
| 1 University Circle SH 303 | Macomb | IL | 61455 | N/A | PC | Education - scholarships | $5,000 | |
| WISCONSIN PUBLIC RADIO ASSOCIA | ||||||||
| 821 UNIVERSITY AVE | MADISON | WI | 53706 | N/A | PC | Civic/Community Service | $8,233 | |
| Aquinas Catholic Schools | ||||||||
| 521 S 13th Street | La Crosse | WI | 54601 | N/A | PC | Matching Gift - Education | $6,700 | |
| Lahainaluna High School Founda | ||||||||
| PO Box 11617 | Lahaina | HI | 96761 | N/A | PC | Civic/Community Service | $5,429 | |
| Other (Under 5000) | ||||||||
| 1800 NORTH POINT DR | STEVENS POINT | WI | 54481 | N/A | PC | Education & Civic/Community Service | $166,612 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,973,646 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOT APPLICABLE | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENTRY INSURANCE COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 NORTH POINT DR | AddressLine1Txt |
| City | STEVENS POINT | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54481 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,185,387 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | NVIDA CORP STOCKS | NoncashPropertyDesc |
| Fair Market Value | $6,185,387 | FairMarketValueAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | US Government Bonds | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Bank Charges | $2,329 | $2,329 |
| Consulting | $30,000 | $30,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains - Investments | Desc |
| Amt | $29 | Amt |
Comments