WIPFLI FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WIPFLI FOUNDATION INC (EIN 20-2901635)
Tax period
2014-06-01 to 2015-05-31
Filed
2015-10-12
IRS object ID
201522859349100102
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-10-12T09:12:56-05:00ReturnTs
Tax Period End2015-05-31TaxPeriodEndDt

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 Begin2014-06-01TaxPeriodBeginDt

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
Phone6082741980PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHY LABRAKEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6082741980PhoneNum
Signature2015-10-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY A COATES CPAPreparerPersonNm
PTINP00134220PTIN
Phone7158453111PhoneNum
Preparation2015-10-07PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$817,937FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$126,830ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$19,076DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,076DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,251NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,251GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,251CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$150,157TotalRevAndExpnssAmt
Total Net Invst Incm$23,327TotalNetInvstIncmAmt
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$4,393OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,393OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$352TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$255OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$255OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,000TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,393TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$255TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$125,780ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$125,780ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$130,780TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,393TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$126,035TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$19,377ExcessRevenueOverExpensesAmt
Net Investment Income$18,934NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$8,336SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$22,724SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$22,724SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$5,690AcctRcvblAmt
Acct Rcvbl BOY$5,400AcctRcvblBOYAmt
Acct Rcvbl EOY$5,690AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$5,690AcctRcvblEOYFMVAmt
Corporate Stock BOY$347,701CorporateStockBOYAmt
Corporate Stock EOY$348,004CorporateStockEOYAmt
Corporate Stock EOYFMV$524,424CorporateStockEOYFMVAmt
Corporate Bonds BOY$261,517CorporateBondsBOYAmt
Corporate Bonds EOY$265,913CorporateBondsEOYAmt
Corporate Bonds EOYFMV$265,099CorporateBondsEOYFMVAmt
Total Assets BOY$622,954TotalAssetsBOYAmt
Total Assets EOY$642,331TotalAssetsEOYAmt
Total Assets EOYFMV$817,937TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$622,954UnrestrictedBOYAmt
Unrestricted EOY$642,331UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$622,954TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$642,331TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$622,954TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$642,331TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$622,954TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$19,377ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$642,331SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$642,331TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$4,251GrossSalesPriceAmt
Gain Or Loss$4,251GainOrLossAmt
Gains Minus Excess Or Losses$4,251GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$4,251CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$142,856AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$746,167NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.191453DistributionYr1Rt
Adjusted Qlfy Distri Yr2$104,285AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$653,498NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.159580DistributionYr2Rt
Adjusted Qlfy Distri Yr3$121,949AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$602,792NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.202307DistributionYr3Rt
Adjusted Qlfy Distri Yr4$119,249AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$575,657NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.207153DistributionYr4Rt
Adjusted Qlfy Distri Yr5$100,061AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$500,564NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.199897DistributionYr5Rt
Total Distribution0.960390TotalDistributionRt
Average Distribution0.192078AverageDistributionRt
Net Vl Noncharitable Assets$795,816NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$152,859AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$189NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$153,048AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$126,035QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$379InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$379SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$379TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$379TaxDueAmt

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
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATHY LABRAKE
11 SCOTT STREETWAUSAUWI54403PRESIDENT/DIRECTOR0.20$0$0$0
KEN KORTAS
10000 INNOVATION DRIVE SUITE 250MILWAUKEEWI53226VICE PRESIDENT/DIRECTOR0.20$0$0$0
LAURI ROBERTS
7601 S FRANCE AVEMINNEAPOLISMN55435SEC/TREAS/DIRECTOR0.20$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$775,751AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,184AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$807,935TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$807,935AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,119CashDeemedCharitableAmt
Net Vl Noncharitable Assets$795,816NetVlNoncharitableAssetsAmt
Minimum Investment Return$39,791MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$39,791MinimumInvestmentReturnAmt
Tax Based On Investment Income$379TaxBasedOnInvestmentIncomeAmt
Total Tax$379TotalTaxAmt
Distributable Before Adj$39,412DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$39,412DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$39,412DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$126,035ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$126,035QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$126,035AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$39,412DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$75,281ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$90,838ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$92,081ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$72,091ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$105,900ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$436,191TotalExcessDistributionCyovAmt
Qualifying Distributions$126,035QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$39,412AppliedToCurrentYearAmt
Remaining Distri From Corpus$86,623RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$522,814TotalCorpusAmt
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$75,281ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$447,533ExcessDistriCyovToNextYrAmt
Excess From Year4$90,838ExcessFromYear4Amt
Excess From Year3$92,081ExcessFromYear3Amt
Excess From Year2$72,091ExcessFromYear2Amt
Excess From Year1$105,900ExcessFromYear1Amt
Excess From Current Year$86,623ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKATHY LABRAKERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line111 SCOTT STREETAddressLine1Txt
CityWAUSAUCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54403ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7158453111RecipientPhoneNum
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 (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AICPA FOUNDATION
PO BOX 52443DURHAMNC27717NONEPUBLICGENERAL FUNDING$6,000
MARQUETTE UNIVERSITY
PO BOX 1881MILWAUKEEWI532011881NONEPUBLICGENERAL FUNDING$6,100
NORTHERN ILLINOIS UNIVERSITY FOUNDATION
231 NORTH ANNIE GLIDDEN ROADDEKALBIL60115NONEPUBLICGENERAL FUNDING$9,600
SCSU FOUNDATION
501 CRESCENT STREETNEW HAVENCT06515NONEPUBLICGENERAL FUNDING$5,000
ST CATHERINES FOUNDATION
2004 RANDOLPH AVENUESAINT PAULMN551051789NONEPUBLICGENERAL FUNDING$1,500
ST NORBERT COLLEGE FOUNDATION
100 GRANT STREETDE PEREWI54115NONEPUBLICGENERAL FUNDING$1,500
ST THOMAS FOUNDATION
2115 SUMMIT AVENUESAINT PAULMN55105NONEPUBLICGENERAL FUNDING$3,000
UNIVERSITY OF MINNESOTA FOUNDATION
200 OAK STREET SE SUITE 500MINNEAPOLISMN554552010NONEPUBLICGENERAL FUNDING$19,250
UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION
105 GARFIELD AVENUEEAU CLAIREWI54702NONEPUBLICGENERAL FUNDING$16,750
UNIVERSITY OF WISCONSIN - GREEN BAY FOUNDATION
2420 NICOLET DRVIEGREEN BAYWI543117001NONEPUBLICGENERAL FUNDING$3,500
UNIVERSITY OF WISCONSIN - LACROSSE FOUNDATION
615 EAST AVENUE NORTHLACROSSEWI54601NONEPUBLICGENERAL FUNDING$5,500
UNIVERSITY OF WISCONSIN - MILWAUKEE
2200 KENWOOD BLVDMILWAUKEEWI532010413NONEPUBLICGENERAL FUNDING$5,700
UNIVERSITY OF WISCONSIN - OSHKOSH FOUNDATION
842 ALGOMA BLVDOSHKOSHWI549013511NONEPUBLICGENERAL FUNDING$2,000
UNIVERSITY OF WISCONSIN - WHITEWATER FOUNDATION
800 W MAIN STREETWHITEWATERWI53190NONEPUBLICGENERAL FUNDING$33,980
UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVENUEMADISONWI53726NONEPUBLICGENERAL FUNDING$5,200
CPA ENDOWMENT FUND OF ILLLINOIS
950 W JACKSON STREET SUITE 900CHICAGOIL60661NONEPUBLICGENERAL FUNDING$1,200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$125,780TotalGrantOrContriPdDurYrAmt
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$19,076ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,251ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$23,327ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,327TotalIncomeProducingActyAmt

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$110,650Yes (X)
DALE MUEHL
22224 MISTY LANEWAUKESHAWI53186$5,490Yes (X)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBOND FUNDSBondNm
EOY Book Value$265,913EOYBookValueAmt
EOYFMV$265,099EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY FUNDSStockNm
EOY Book Value$348,004EOYBookValueAmt
EOYFMV$524,424EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Revenue And Expenses Per Books$255RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$255DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$3,998$3,998$0
ABP FEES$395$395$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$352Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.