SENTRY INSURANCE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SENTRY INSURANCE FOUNDATION INC (EIN 39-1037370)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202143169349101989
- Schema version
- 2020v4.0
- 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
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T13:38:04-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 7153466201 | 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 | Todd Schroeder | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2021-11-12 | 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 | 2020 | 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 | $6,483,931 | 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 | $5,087,141 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $34,527 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34,527 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $34,527 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$85,299 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,001,542 | 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 | $5,036,369 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,527 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $34,527 | 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 | $1,743 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,743 | 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 | $2,694 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,694 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,437 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,743 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,694 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,653,794 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,653,794 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,658,231 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,743 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,694 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,653,794 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,621,862 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,784 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $31,833 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,965,616 | CashBOYAmt |
| Cash EOY | $5,974,401 | CashEOYAmt |
| Cash EOYFMV | $5,974,401 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,205,811 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| 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 | $754,728 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $509,530 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $509,530 | 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 | $7,926,155 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,483,931 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,483,931 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,019,076 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,202,582 | 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 | $1,019,076 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,202,582 | TotalLiabilitiesEOYAmt |
| Retained Earning BOY | $6,907,079 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,281,349 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,907,079 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,281,349 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,926,155 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,483,931 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,907,079 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,621,862 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,285,217 | SubtotalAmt |
| Other Decreases | $3,868 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,281,349 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1601 SH Amazon.com Inc | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2020-12-09 | AcquiredDt |
| Sold | 2020-12-10 | SoldDt |
| Gross Sales Price | $5,001,542 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,086,841 | CostOrOtherBasisAmt |
| Gain Or Loss | -$85,299 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | -$85,299 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$85,299 | 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 | $456 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $456 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $456 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,044 | OverpaymentAmt |
| Applied To ES Tax | $1,044 | 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 |
| 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 |
| 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| James E McDonald | ||||||||
| 1800 NORTH POINT DRIVE | STEVENS POINT | WI | 54481 | Director | 0 | $0 | $0 | $0 |
| Elisha E Robinson | ||||||||
| 1800 NORTH POINT DRIVE | STEVENS POINT | WI | 54481 | Director | 0 | $0 | $0 | $0 |
| James D Stitzlein | ||||||||
| 1800 NORTH POINT DRIVE | STEVENS POINT | WI | 54481 | Director | 0 | $0 | $0 | $0 |
| Stephanie L Smith | ||||||||
| 1800 NORTH POINT DRIVE | STEVENS POINT | WI | 54481 | Chairman and President | 0 | $0 | $0 | $0 |
| Peter G McPartland | ||||||||
| 1800 NORTH POINT DRIVE | STEVENS POINT | WI | 54481 | Vice Pres., Director | 0 | $0 | $0 | $0 |
| Kip J Kobussen | ||||||||
| 1800 NORTH POINT DRIVE | STEVENS POINT | WI | 54481 | Secretary, Director | 0 | $0 | $0 | $0 |
| Todd M Schroeder | ||||||||
| 1800 NORTH POINT DRIVE | STEVENS POINT | WI | 54481 | Treasurer, Director | 0 | $0 | $0 | $0 |
| Kalynn M Pempek | ||||||||
| 1800 NORTH POINT DRIVE | STEVENS POINT | WI | 54481 | Executive Director | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Not Applicable | Description1Txt |
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 | $649,024 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,773,773 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,422,797 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,422,797 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,342 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,356,455 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $217,823 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $217,823 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $456 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $456 | TotalTaxAmt |
| Distributable Before Adj | $217,367 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $217,367 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $217,367 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,653,794 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $6,653,794 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $6,653,794 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $217,367 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,407,672 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,839,291 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,054,990 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,920,265 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,895,388 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,117,606 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,653,794 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $217,367 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,436,427 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,554,033 | 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 | $2,407,672 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,146,361 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,839,291 | ExcessFromYear4Amt |
| Excess From Year3 | $5,054,990 | ExcessFromYear3Amt |
| Excess From Year2 | $2,920,265 | ExcessFromYear2Amt |
| Excess From Year1 | $2,895,388 | ExcessFromYear1Amt |
| Excess From Current Year | $6,436,427 | 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|---|
| The list below is a summary report | ||||||||
| N/A N/A | NA | WI | 54482 | Further information will be provided, upon request. | N/A | $0 | ||
| Hawaii Scholarship | ||||||||
| c/o Sentry Foundation 1800 North Po | Stevens Point | WI | 54481 | N/A | Education | $14,737 | int Dr | PC |
| IMSA - Illinois Mathematics and Science Academy | ||||||||
| 1500 Sullivan Rd | Aurora | IL | 60506 | N/A | Education | $5,000 | PC | |
| Junior Achievement of Portage County | ||||||||
| 23 Park Ridge Drive | Stevens Point | WI | 54481 | N/A | Education | $10,000 | PC | |
| Lewis & Clark Community College | ||||||||
| 5800 Godfrey Road | Godrey | IL | 62035 | N/A | Education | $5,000 | PC | |
| Medical College of Wisconsin | ||||||||
| 8701 Watertown Plank Road | Milwaukee | WI | 53226 | N/A | Education | $1,000,000 | PC | |
| Mid-State Technical College Foundation | ||||||||
| 500 32nd St N | Wisconsin Rapids | WI | 54494 | N/A | Education | $5,000 | PC | |
| National Merit Scholarship | ||||||||
| c/o Sentry Foundation 1800 North Po | Stevens Point | WI | 54481 | N/A | Education | $93,300 | int Dr | PC |
| North Central Technical College Scholarship | ||||||||
| 1000 W Campus Dr | Wausau | WI | 54401 | N/A | Education | $5,000 | PC | |
| Ohana Day - Maui Schools | ||||||||
| c/o Sentry Foundation 1800 North Po | Stevens Point | WI | 54481 | N/A | Education | $10,000 | int Dr | PC |
| Rawhide Youth Services | ||||||||
| E7475 Rawhide Rd | New London | WI | 54961 | N/A | Education, Charitable purposes | $5,000 | PC | |
| Sentry Student Leadership Program Scholarships | ||||||||
| c/o Sentry Foundation 1800 North Po | Stevens Point | WI | 54481 | N/A | Education | $355,528 | int Drive | PC |
| SIUE Foundation - Hortica Scholarships | ||||||||
| 30 North Circle Dr | Edwardsville | IL | 62026 | N/A | Education | $2,000 | PC | |
| Stevens Point Area Schools Technology Initiative | ||||||||
| 1900 Polk St | Stevens Point | WI | 54481 | N/A | Education | $1,183,078 | PC | |
| UWSP Foundation Scholarships | ||||||||
| 2100 Main Street | Stevens Point | WI | 54481 | N/A | Education | $101,927 | PC | |
| UWSP Foundation | ||||||||
| 2100 Main Street Suite 134 | Stevens Point | WI | 54481 | N/A | Charitable purposes | $5,000 | PC | |
| United Way of Portage County | ||||||||
| 1100 Centerpoint Dr Ste 301 | Stevens Point | WI | 54481 | N/A | Charitable purposes | $489,385 | PC | |
| United Way Other than Portage County | ||||||||
| c/o Sentry Foundation 1800 North Po | Stevens Point | WI | 54481 | N/A | Charitable purposes | $133,296 | int Dr | PC |
| Aloha Friday - Maui Charities | ||||||||
| c/o Sentry Foundation 1800 North Po | Stevens Point | WI | 54481 | N/A | Charitable purposes | $21,000 | int Dr | PC |
| Boys & Girls Club and YMCA | ||||||||
| 941 Michigan Ave | Stevens Point | WI | 54481 | N/A | General operating expenses | $35,000 | PC | |
| Central Wisconsin Children's Museum | ||||||||
| 1000 Main Street | Stevens Point | WI | 54481 | N/A | Charitable purposes | $25,000 | PC | |
| Community Foundation of Central WI | ||||||||
| 1501 Clark St | Stevens Point | WI | 54481 | N/A | Charitable purposes | $10,000 | PC | |
| COVID-19 Donations | ||||||||
| c/o Sentry Foundation 1800 North Po | Stevens Point | WI | 54481 | N/A | Charitable purposes | $915,000 | int Dr | PC |
| Stevens Point Curling Club | ||||||||
| 1625 Country Club Dr | Stevens Point | WI | 54481 | N/A | Charitable purposes | $1,500,000 | PC | |
| Diversity - Equity - Inclusion | ||||||||
| c/o Sentry Foundation 1800 North Po | Stevens Point | WI | 54481 | N/A | Charitable purposes | $183,500 | int Drive | PC |
| St Michael's Archangel Foundation | ||||||||
| PO Box 211 | Ridge | MD | 20680 | N/A | Charitable purposes | $15,000 | PC | |
| Wisconsin Public Television - Hometown Stories | ||||||||
| 821 University Ave | Madison | WI | 53706 | N/A | Charitable purposes | $25,000 | PC | |
| Sentry Insurance Matching Gift Program | ||||||||
| c/o Sentry Foundation 1800 North Po | Stevens Point | WI | 54481 | N/A | Education, Charitable purposes | $495,543 | int Dr | PC |
| Hawaii Foundation | ||||||||
| c/o Sentry Foundation 1800 North Po | Stevens Point | WI | 54481 | N/A | Education | $5,500 | int Dr | PC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,653,794 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| 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 | $5,087,141 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Amazon Stock | NoncashPropertyDesc |
| Fair Market Value | $5,087,141 | FairMarketValueAmt |
| Received | 2020-12-09 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $509,530 | EOYBookValueAmt |
| EOYFMV | $509,530 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Losses on Investments | Desc |
| Amt | $3,868 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Revenue And Expenses Per Books | $2,694 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $2,694 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Excise Tax | CategoryTxt |
| Amt | $1,743 | Amt |
| Net Investment Income | $1,743 | NetInvestmentIncomeAmt |
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