WIPFLI FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WIPFLI FOUNDATION INC (EIN 20-2901635)
- Tax period
- 2019-06-01 to 2020-05-31
- Filed
- 2021-04-07
- IRS object ID
- 202110979349100806
- Schema version
- 2019v5.2
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-07T12:07:31-05:00 | ReturnTs |
| Tax Period End | 2020-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8700 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537088700 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202901635 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WIPF | BusinessNameControlTxt |
| Phone | 7158453111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8010 | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 544028010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA MAC NAUGHTON | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 7158453111 | PhoneNum |
| Signature | 2021-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA L ANDERSON CPA | PreparerPersonNm |
| PTIN | P01338572 | PTIN |
| Phone | 6082741980 | PhoneNum |
| Preparation | 2021-04-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,009,826 | 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 | $170,200 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $26,991 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,991 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,468 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $248,110 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $186,723 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,991 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $5,016 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,016 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $310 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $310 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,326 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,016 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $310 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $170,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $170,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $175,526 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,016 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $170,510 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,197 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,975 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,744 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,665 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,665 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $361,596 | CorporateStockBOYAmt |
| Corporate Stock EOY | $441,898 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $642,952 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $412,432 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $349,406 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $364,209 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $782,772 | TotalAssetsBOYAmt |
| Total Assets EOY | $793,969 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,009,826 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $782,772 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $793,969 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $782,772 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $793,969 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $782,772 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $793,969 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $782,772 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,197 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $793,969 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $793,969 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2019-05-01 | 2019-08-19 | $6,025 | $6,033 | -$8 | -$8 |
| PUBLICLY TRADED SECURITIES | P | 2016-05-01 | 2019-08-19 | $145,043 | $148,988 | -$3,945 | -$3,945 |
| PUBLICLY TRADED SECURITIES | P | 2019-08-19 | 2020-03-24 | $21,415 | $22,137 | -$722 | -$722 |
| PUBLICLY TRADED SECURITIES | P | 2006-04-11 | 2020-03-24 | $21,085 | $21,177 | -$92 | -$92 |
| PUBLICLY TRADED SECURITIES | P | 2019-05-01 | 2020-04-16 | $3,861 | $3,909 | -$48 | -$48 |
| PUBLICLY TRADED SECURITIES | P | 2006-04-11 | 2020-04-22 | $47,095 | $56,334 | -$9,239 | -$9,239 |
| CAPITAL GAINS DIVIDENDS | P | $3,586 | $3,586 | $3,586 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10,468 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $157,118 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $956,434 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.164275 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $139,630 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $947,020 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.147441 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $129,800 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $840,141 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.154498 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $125,870 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $778,850 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.161610 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $126,035 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $795,816 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.158372 | DistributionYr5Rt |
| Total Distribution | 0.786196 | TotalDistributionRt |
| Average Distribution | 0.157239 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $998,531 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $157,008 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $220 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $157,228 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $170,510 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $220 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $220 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $220 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $622 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $622 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $402 | OverpaymentAmt |
| Applied To ES Tax | $402 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ID | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEVE SEIDL | IndividualWithBooksNm |
| Phone | 7158453111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 SCOTT STREET | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 544028010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| KEN KORTAS | ||||||||
| 10000 INNOVATION DRIVE SUITE 250 | MILWAUKEE | WI | 53226 | PRESIDENT/DIRECTOR | 0.20 | $0 | $0 | $0 |
| DARCY REUM | ||||||||
| 300 SECOND AVENUE | HAVRE | MT | 53226 | SECRETARY/DIRECTOR | 0.20 | $0 | $0 | $0 |
| JOHN NIHILL | ||||||||
| 2 W BALTIMORE AVENUE SUITE 210 | MEDIA | PA | 19063 | VICE PRESIDENT/DIRECTOR | 0.20 | $0 | $0 | $0 |
| JESSICA MACNAUGHTON | ||||||||
| 2501 WEST BELTLINE HIGHWAY STE 401 | MADISON | WI | 53713 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| DAVID ELYASHAR | ||||||||
| 1 N WACKER DRIVE SUITE 1700 | CHICAGO | IL | 60606 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $997,465 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,272 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,013,737 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,013,737 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,206 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $998,531 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,927 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,927 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $220 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $220 | TotalTaxAmt |
| Distributable Before Adj | $49,707 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,707 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,707 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $170,510 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $170,510 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $220 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $170,290 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,707 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $86,623 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $87,494 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $88,275 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $93,290 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $110,132 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $465,814 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $170,510 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,707 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $120,803 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $586,617 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $86,623 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $499,994 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $87,494 | ExcessFromYear4Amt |
| Excess From Year3 | $88,275 | ExcessFromYear3Amt |
| Excess From Year2 | $93,290 | ExcessFromYear2Amt |
| Excess From Year1 | $110,132 | ExcessFromYear1Amt |
| Excess From Current Year | $120,803 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KEN KORTAS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10000 INNOVATION DR SUITE 250 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4144319303 | RecipientPhoneNum |
| Form And Info And Materials | GRANT 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 Deadlines | NONE SPECIFIED AT THIS TIME | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE SPECIFIED AT THIS TIME | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CARROLL COLLEGE | ||||||||
| 100 N EAST AVE | WAUKESHA | WI | 53186 | NONE | PUBLIC | GENERAL FUNDING | $2,500 | |
| CPA ENDOWMENT FUND OF ILLLINOIS | ||||||||
| 950 W JACKSON STREET SUITE 900 | CHICAGO | IL | 60661 | NONE | PUBLIC | GENERAL FUNDING | $4,000 | |
| EDUCATIONAL FOUNDATION OF COLORADO | ||||||||
| 11350 MCCORMICK RD EXECUTIVE PLAZA | HUNT VALLEY | MD | 21031 | NONE | PUBLIC | GENERAL FUNDING | $2,500 | II STE 904 |
| IDAHO STATE UNIVERSITY FOUNDATION | ||||||||
| 921 SOUTH 8TH AVENUE | POCATELLO | ID | 83209 | NONE | PUBLIC | GENERAL FUNDING | $2,000 | |
| MARQUETTE UNIVERSITY | ||||||||
| PO BOX 1881 | MILWAUKEE | WI | 532011881 | NONE | PUBLIC | GENERAL FUNDING | $7,000 | |
| MONTANA SOCIETY OF CPAS FOUNDATION | ||||||||
| 46 N LAST CHANCE GULCH STE 2D | HELENA | MT | 59601 | NONE | PUBLIC | GENERAL FUNDING | $1,000 | |
| MONTANA STATE UNIVERSITY ALUMNI FOUNDATION | ||||||||
| 1501 SOUTH 11TH AVENUE | BOZEMAN | MT | 59715 | NONE | PUBLIC | GENERAL FUNDING | $2,750 | |
| MONTANA STATE UNIVERSITY BILLINGS FOUNDATION | ||||||||
| 1500 UNIVERSITY DRIVE | BILLINGS | MT | 59101 | NONE | PUBLIC | GENERAL FUNDING | $2,100 | |
| NORTHERN ILLINOIS UNIVERSITY FOUNDATION | ||||||||
| 231 NORTH ANNIE GLIDDEN ROAD | DEKALB | IL | 60115 | NONE | PUBLIC | GENERAL FUNDING | $5,000 | |
| PENNSYLVANIA CPA FOUNDATION | ||||||||
| 1801 MARKET STREET SUITE 2400 | PHILADELPHIA | PA | 19103 | NONE | PUBLIC | GENERAL FUNDING | $5,000 | |
| ST NORBERT COLLEGE FOUNDATION | ||||||||
| 100 GRANT STREET | DE PERE | WI | 54115 | NONE | PUBLIC | GENERAL FUNDING | $2,500 | |
| ST THOMAS FOUNDATION | ||||||||
| 2115 SUMMIT AVENUE | SAINT PAUL | MN | 55105 | NONE | PUBLIC | GENERAL FUNDING | $1,000 | |
| TITAN ALUMNI FOUNDATION | ||||||||
| 800 ALGOMA BLVD | OSHKOSH | WI | 54901 | NONE | PUBLIC | GENERAL FUNDING | $4,000 | |
| UNIVERSITY OF ILLINOIS AT CHICAGO | ||||||||
| 1200 W HARRISON ST | CHICAGO | IL | 60607 | NONE | PUBLIC | GENERAL FUNDING | $5,000 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| 200 OAK STREET SE SUITE 500 | MINNEAPOLIS | MN | 554552010 | NONE | PUBLIC | GENERAL FUNDING | $12,800 | |
| UNIVERSITY OF MONTANA FOUNDATION | ||||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | NONE | PUBLIC | GENERAL FUNDING | $3,250 | |
| UNIVERSITY OF NORTH DAKOTA FOUNDATION | ||||||||
| 3501 UNIVERSITY AVE STOP 8157 | GRAND FORKS | ND | 58202 | NONE | PUBLIC | GENERAL FUNDING | $4,700 | |
| UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION | ||||||||
| 105 GARFIELD AVENUE | EAU CLAIRE | WI | 54702 | NONE | PUBLIC | GENERAL FUNDING | $22,100 | |
| UNIVERSITY OF WISCONSIN - GREEN BAY FOUNDATION | ||||||||
| 2420 NICOLET DRVIE | GREEN BAY | WI | 543117001 | NONE | PUBLIC | GENERAL FUNDING | $3,000 | |
| UNIVERSITY OF WISCONSIN - LACROSSE FOUNDATION | ||||||||
| 615 EAST AVENUE NORTH | LACROSSE | WI | 54601 | NONE | PUBLIC | GENERAL FUNDING | $6,800 | |
| UNIVERSITY OF WISCONSIN - MILWAUKEE | ||||||||
| 2200 KENWOOD BLVD | MILWAUKEE | WI | 532010413 | NONE | PUBLIC | GENERAL FUNDING | $19,650 | |
| UNIVERSITY OF WISCONSIN - WHITEWATER FOUNDATION | ||||||||
| 800 W MAIN STREET | WHITEWATER | WI | 53190 | NONE | PUBLIC | GENERAL FUNDING | $17,750 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | NONE | PUBLIC | GENERAL FUNDING | $6,300 | |
| WEST CHESTER UNIVERSITY FOUNDATION | ||||||||
| PO BOX 541 | WEST CHESTER | PA | 19381 | NONE | PUBLIC | GENERAL FUNDING | $13,500 | |
| WICPA EDUCATIONAL FOUNDATION | ||||||||
| W233N2080 RIDGEVIEW PARKWAY STE 201 | WAUKESHA | WI | 53188 | NONE | PUBLIC | GENERAL FUNDING | $2,500 | |
| WIDENER UNIVERSITY | ||||||||
| ONE UNIVERSITY PLACE | CHESTER | PA | 19013 | NONE | PUBLIC | GENERAL FUNDING | $1,500 | |
| COLORADO STATE UNIVERSITY FOUNDATION | ||||||||
| UNIVERSITY SERVICES 300 | FORT COLLINS | CO | 80523 | NONE | PUBLIC | GENERAL FUNDING | $2,000 | |
| DRESS FOR SUCCESS TWIN CITIES | ||||||||
| 1549 UNIVERSITY AVE W 1 | SAINT PAUL | MN | 55104 | NONE | PUBLIC | GENERAL FUNDING | $1,000 | |
| UGA FOUNDATION - UNIVERSITY OF GEORGIA | ||||||||
| UNIVERSITY OF GEORGIA | ATHENS | GA | 30602 | NONE | PUBLIC | GENERAL FUNDING | $1,000 | |
| UNIVERSITY OF COLORADO FOUNDATION | ||||||||
| 1800 GRANT STREET STE 725 | DENVER | CO | 80203 | NONE | PUBLIC | GENERAL FUNDING | $2,000 | |
| UNIVERSITY OF NORTHERN COLORADO FOUNDATION | ||||||||
| 1620 RESERVOIR RD | GREELEY | CO | 80631 | NONE | PUBLIC | GENERAL FUNDING | $2,000 | |
| UWSP FOUNDATION - STEVENS POINT | ||||||||
| 2100 MAIN STREET | STEVENS POINT | WI | 544813897 | NONE | PUBLIC | GENERAL FUNDING | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,991 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$10,468 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,523 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,523 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | WIPFLI LLP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8010 | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $163,300 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND FUNDS | BondNm |
| EOY Book Value | $349,406 | EOYBookValueAmt |
| EOYFMV | $364,209 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY FUNDS | StockNm |
| EOY Book Value | $441,898 | EOYBookValueAmt |
| EOYFMV | $642,952 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $310 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $310 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $5,016 | Amt |
| Net Investment Income | $5,016 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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