WIPFLI FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
WIPFLI FOUNDATION INC (EIN 20-2901635)
Tax period
2017-06-01 to 2018-05-31
Filed
2018-10-11
IRS object ID
201842849349100609
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-10-11T11:51:33-05:00ReturnTs
Tax Period End2018-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390758449PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8010AddressLine1Txt
CityWAUSAUCityNm
State AbbreviationWIStateAbbreviationCd
ZIP544028010ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202901635EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWIPFBusinessNameControlTxt
Phone7158453111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8010AddressLine1Txt
CityWAUSAUCityNm
State AbbreviationWIStateAbbreviationCd
ZIP544028010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEN KORTASPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7158453111PhoneNum
Signature2018-10-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY A COATES CPAPreparerPersonNm
PTINP00134220PTIN
Phone7158453111PhoneNum
Preparation2018-10-08PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$971,522FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$125,755ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$22,894DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,894DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$32,644NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$81,520GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$32,644CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$181,293TotalRevAndExpnssAmt
Total Net Invst Incm$55,538TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$4,978OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,978OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$417TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$225OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$225OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,620TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,978TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$225TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$139,405ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$139,405ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$145,025TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,978TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$139,630TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$36,268ExcessRevenueOverExpensesAmt
Net Investment Income$50,560NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,939SavAndTempCashInvstBOYAmt
Corporate Stock BOY$369,656CorporateStockBOYAmt
Corporate Stock EOY$400,800CorporateStockEOYAmt
Corporate Stock EOYFMV$607,445CorporateStockEOYFMVAmt
Corporate Bonds BOY$321,286CorporateBondsBOYAmt
Corporate Bonds EOY$334,626CorporateBondsEOYAmt
Corporate Bonds EOYFMV$364,077CorporateBondsEOYFMVAmt
Total Assets BOY$692,881TotalAssetsBOYAmt
Total Assets EOY$735,426TotalAssetsEOYAmt
Total Assets EOYFMV$971,522TotalAssetsEOYFMVAmt
Accounts Payable EOY$6,277AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,277TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$692,881UnrestrictedBOYAmt
Unrestricted EOY$729,149UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$692,881TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$729,149TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$692,881TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$735,426TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$692,881TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$36,268ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$729,149SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$729,149TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2006-04-112017-06-22$63,800$37,557$26,243$26,243
PUBLICLY TRADED SECURITIESP2006-04-112017-10-19$11,000$11,319-$319-$319
CAPITAL GAINS DIVIDENDSP$6,720$6,720$6,720
FieldValueIRS element (for citing)
Capital Gain Net Income$32,644CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$129,800AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$840,141NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.154498DistributionYr1Rt
Adjusted Qlfy Distri Yr2$125,870AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$778,850NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.161610DistributionYr2Rt
Adjusted Qlfy Distri Yr3$126,035AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$795,816NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.158372DistributionYr3Rt
Adjusted Qlfy Distri Yr4$142,856AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$746,167NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.191453DistributionYr4Rt
Adjusted Qlfy Distri Yr5$104,285AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$653,498NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.159580DistributionYr5Rt
Total Distribution0.825513TotalDistributionRt
Average Distribution0.165103AverageDistributionRt
Net Vl Noncharitable Assets$947,020NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$156,356AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$506NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$156,862AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$139,630QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,011InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,011SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,011TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$520EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$520TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$491TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateIDOrgReportOrRegisterStateCd
Org Report Or Register StateMTOrgReportOrRegisterStateCd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Org Report Or Register StateUTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTEVE SEIDLIndividualWithBooksNm
Phone7158453111PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111 SCOTT STREETAddressLine1Txt
CityWAUSAUCityNm
State AbbreviationWIStateAbbreviationCd
ZIP544028010ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATHY LABRAKE
11 SCOTT STREET SUITE 400WAUSAUWI54403PRESIDENT/DIRECTOR0.20$0$0$0
KEN KORTAS
10000 INNOVATION DRIVE SUITE 250MILWAUKEEWI53226SEC/TREAS/DIRECTOR0.20$0$0$0
JOHN NIHILL
2 W BALTIMORE AVENUE SUITE 210MEDIAPA19063VICE PRESIDENT/DIRECTOR0.20$0$0$0
DARCY REUM
300 SECOND AVENUEHAVREMT59501DIRECTOR0.20$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$951,667AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,775AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$961,442TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$961,442AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,422CashDeemedCharitableAmt
Net Vl Noncharitable Assets$947,020NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,351MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,351MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,011TaxBasedOnInvestmentIncomeAmt
Total Tax$1,011TotalTaxAmt
Distributable Before Adj$46,340DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$46,340DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$46,340DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$139,630ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$139,630QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$139,630AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$46,340DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$72,091ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$105,900ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$86,623ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$87,494ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$88,275ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$440,383TotalExcessDistributionCyovAmt
Qualifying Distributions$139,630QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$46,340AppliedToCurrentYearAmt
Remaining Distri From Corpus$93,290RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$533,673TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$72,091ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$461,582ExcessDistriCyovToNextYrAmt
Excess From Year4$105,900ExcessFromYear4Amt
Excess From Year3$86,623ExcessFromYear3Amt
Excess From Year2$87,494ExcessFromYear2Amt
Excess From Year1$88,275ExcessFromYear1Amt
Excess From Current Year$93,290ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKEN KORTASRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line110000 INNOVATION DR SUITE 250AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53226ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4144319303RecipientPhoneNum
Form And Info And MaterialsGRANT 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 DeadlinesNONE SPECIFIED AT THIS TIMESubmissionDeadlinesTxt
Restrictions On AwardsNONE SPECIFIED AT THIS TIMERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CARROLL COLLEGE
100 N EAST AVEWAUKESHAWI53186NONEPUBLICGENERAL FUNDING$6,250
CPA ENDOWMENT FUND OF ILLLINOIS
950 W JACKSON STREET SUITE 900CHICAGOIL60661NONEPUBLICGENERAL FUNDING$2,000
IDAHO STATE UNIVERSITY FOUNDATION
921 SOUTH 8TH AVENUEPOCATELLOID83209NONEPUBLICGENERAL FUNDING$2,000
MARQUETTE UNIVERSITY
PO BOX 1881MILWAUKEEWI532011881NONEPUBLICGENERAL FUNDING$8,000
MONTANA SOCIETY OF CPAS FOUNDATION
46 N LAST CHANCE GULCH STE 2DHELENAMT59601NONEPUBLICGENERAL FUNDING$2,000
MONTANA STATE UNIVERSITY ALUMNI FOUNDATION
1501 SOUTH 11TH AVENUEBOZEMANMT59715NONEPUBLICGENERAL FUNDING$1,250
MONTANA STATE UNIVERSITY BILLINGS FOUNDATION
1500 UNIVERSITY DRIVEBILLINGSMT59101NONEPUBLICGENERAL FUNDING$2,105
NORTHERN ILLINOIS UNIVERSITY FOUNDATION
231 NORTH ANNIE GLIDDEN ROADDEKALBIL60115NONEPUBLICGENERAL FUNDING$6,900
PENNSYLVANIA CPA FOUNDATION
1801 MARKET STREET SUITE 2400PHILADELPHIAPA19103NONEPUBLICGENERAL FUNDING$2,500
ST NORBERT COLLEGE FOUNDATION
100 GRANT STREETDE PEREWI54115NONEPUBLICGENERAL FUNDING$2,500
ST THOMAS FOUNDATION
2115 SUMMIT AVENUESAINT PAULMN55105NONEPUBLICGENERAL FUNDING$2,500
UNIVERSITY OF MINNESOTA FOUNDATION
200 OAK STREET SE SUITE 500MINNEAPOLISMN554552010NONEPUBLICGENERAL FUNDING$7,000
UNIVERSITY OF MONTANA FOUNDATION
PO BOX 7159MISSOULAMT59807NONEPUBLICGENERAL FUNDING$6,250
UNIVERSITY OF NORTH DAKOTA FOUNDATION
3501 UNIVERSITY AVE STOP 8157GRAND FORKSND58202NONEPUBLICGENERAL FUNDING$8,000
UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION
105 GARFIELD AVENUEEAU CLAIREWI54702NONEPUBLICGENERAL FUNDING$23,100
UNIVERSITY OF WISCONSIN - GREEN BAY FOUNDATION
2420 NICOLET DRVIEGREEN BAYWI543117001NONEPUBLICGENERAL FUNDING$1,000
UNIVERSITY OF WISCONSIN - LACROSSE FOUNDATION
615 EAST AVENUE NORTHLACROSSEWI54601NONEPUBLICGENERAL FUNDING$6,550
UNIVERSITY OF WISCONSIN - MILWAUKEE
2200 KENWOOD BLVDMILWAUKEEWI532010413NONEPUBLICGENERAL FUNDING$5,750
UNIVERSITY OF WISCONSIN - OSHKOSH FOUNDATION
842 ALGOMA BLVDOSHKOSHWI549013511NONEPUBLICGENERAL FUNDIN$4,000
UNIVERSITY OF WISCONSIN - WHITEWATER FOUNDATION
800 W MAIN STREETWHITEWATERWI53190NONEPUBLICGENERAL FUNDING$27,750
UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVENUEMADISONWI53726NONEPUBLICGENERAL FUNDING$6,000
WEST CHESTER UNIVERSITY FOUNDATION
PO BOX 541WEST CHESTERPA19381NONEPUBLICGENERAL FUNDING$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$139,405TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,894ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$32,644ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$55,538ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$55,538TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
WIPFLI LLP
1PO BOX 8010WAUSAUWI54402$114,530Yes (X)
DALE MUEHL
22224 MISTY LANEWAUKESHAWI53186$5,250Yes (X)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBOND FUNDSBondNm
EOY Book Value$334,626EOYBookValueAmt
EOYFMV$364,077EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY FUNDSStockNm
EOY Book Value$400,800EOYBookValueAmt
EOYFMV$607,445EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Revenue And Expenses Per Books$225RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$225DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$4,813$4,813$0
ABP FEES$165$165$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$417Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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