GEORGE F PEABODY FOUNDATION INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: GEORGE F PEABODY FOUNDATION INC (EIN 39-1702534)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-11-10
IRS object ID: 201403149349302190
Schema version: 2013v3.0
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
Schedule A
Schedule B
Schedule D
Schedule I
Schedule N
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-11-10T15:30:44-06:00	ReturnTs
Tax Period End	2013-12-31	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	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 12237	AddressLine1
City	GREEN BAY	City
State	WI	State
ZIP Code	543072237	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	391702534	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GEORGE F PEABODY FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	GEOR	BusinessNameControlTxt
Phone	9207383000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2600 S HERITAGE WOODS DRIVE	AddressLine1
City	APPLETON	City
State	WI	State
ZIP Code	54915	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOHN LARSON	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	9207383000	PhoneNum
Signature	2014-10-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TERRI REXRODE CPA MST	PreparerPersonNm
PTIN	P00096513	PTIN
Phone	9206620016	PhoneNum
Preparation	2014-10-15	PreparationDt

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Final Return	Yes (X)	FinalReturnInd
Principal Officer	JOHN LARSON	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2600 S HERITAGE WOODS DRIVE	AddressLine1
City	APPLETON	City
State	WI	State
ZIP Code	54915	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$1,046,945	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.THEDACARE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1991	FormationYr
Legal Domicile State	WI	LegalDomicileStateCd
Activity Or Mission	SUPPORTING ORGANIZATIONS CONTROLLED BY ITS SOLE VOTING MEMBER, APPLETON MEDICAL CENTER, INC., A MEMBER OF THE THEDACARE, INC. GROUP, IN SUPPORT OF LONG-TERM HEALTH CARE.	ActivityOrMissionDesc
Contract Termination	Yes (X)	ContractTerminationInd
Voting Members Governing Body	10	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$187,777	PYContributionsGrantsAmt
CY Contributions Grants	$33,705	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$41,596	PYInvestmentIncomeAmt
CY Investment Income	$89,770	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$229,373	PYTotalRevenueAmt
CY Total Revenue	$123,475	CYTotalRevenueAmt
PY Grants And Similar Paid	$51,037	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$56,798	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$6,133	PYOtherExpensesAmt
CY Other Expenses	$12,082	CYOtherExpensesAmt
PY Total Expenses	$57,170	PYTotalExpensesAmt
CY Total Expenses	$68,880	CYTotalExpensesAmt
PY Revenues Less Expenses	$172,203	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$54,595	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,518,329	TotalAssetsBOYAmt
Total Assets EOY	$0	TotalAssetsEOYAmt
Total Liabilities BOY	$503	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,517,826	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$0	NetAssetsOrFundBalancesEOYAmt
Mission	SUPPORTING ORGANIZATIONS CONTROLLED BY ITS SOLE VOTING MEMBER, APPLETON MEDICAL CENTER, INC., A MEMBER OF THE THEDACARE, INC. GROUP, IN SUPPORT OF LONG-TERM HEALTH CARE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$55,798	ExpenseAmt
Grant	$55,798	GrantAmt
Desc	SUPPORT OF LONG-TERM CARE RESIDENTS AND RELATED FACILITY NEEDS (24 RESIDENTS).	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,000	ExpenseAmt
Grant	$1,000	GrantAmt
Desc	CNA/EDUCATIONAL SCHOLARSHIPS (2 SCHOLARSHIPS).	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$56,798	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	Yes (1)	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	10	GoverningBodyVotingMembersCnt
Independent Voting Member	10	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	0	ConflictOfInterestPolicyInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KRISTEN COGSWELL	BusinessNameLine1

Field	Value	IRS element (for citing)
Phone	9207386471	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	122 EAST COLLEGE AVENUE	AddressLine1
City	APPLETON	City
State	WI	State
ZIP Code	54911	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
LARSONJOHN
PRESIDENT	1.00	1.00	Yes (X)	Yes (X)	$0	$0	$0
STRANGEMARY
VICE PRESIDENT	1.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
BIELINSKIJOSEPH
SECRETARY	1.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
KELLERJOHN
TREASURER	1.00	1.00	Yes (X)	Yes (X)	$0	$0	$0
RIESTERJEFF
DIRECTOR	1.00	1.00	Yes (X)		$0	$0	$0
VALKCAROL
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
ARONSONDAVID
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
DIEDERICH MARY K
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
VALENTINERYAN
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
BARKMEIERDIANE
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$33,705	AllOtherContributionsAmt
Total Contributions	$33,705	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$36,436	TotalRevenueColumnAmt
Exclusion	$36,436	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$976,804	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$923,470	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$53,334	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$53,334	TotalRevenueColumnAmt
Exclusion	$53,334	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$123,475	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$89,770	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$55,798	TotalAmt
Program Services	$55,798	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$1,000	TotalAmt
Program Services	$1,000	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$10,500	TotalAmt
Management And General	$10,500	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,582	TotalAmt
Management And General	$1,582	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$68,880	TotalAmt
Program Services	$56,798	ProgramServicesAmt
Management And General	$12,082	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$134,487	BOYAmt
EOY	$0	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,191,109	BOYAmt
EOY	$0	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$192,733	BOYAmt
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,518,329	BOYAmt
EOY	$0	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$503	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$503	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$176,212	BOYAmt
EOY	$0	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,042,644	BOYAmt
EOY	$0	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$298,970	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,517,826	BOYAmt
EOY	$0	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,518,329	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$54,595	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$182,376	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$1,754,797	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consol And Sep Basis Fincl Stmt	Yes (X)	ConsolAndSepBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type1	Yes (X)	SupportingOrgType1Ind
Certification	Yes (X)	CertificationInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	APPLETON MEDICAL CENTER INC	BusinessNameLine1

Field	Value	IRS element (for citing)
EIN	390824015	EIN
Organization Type	3	OrganizationTypeDesc
Governing Document Listed	Yes (1)	GoverningDocumentListedInd
Supported Org Notified	Yes (1)	SupportedOrgNotifiedInd
US Organized	Yes (1)	USOrganizedInd
Support	$55,798	SupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$55,798	SupportSumAmt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,093,971	BeginningYearBalanceAmt
Investment Earnings Or Losses	$206,261	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,243,851	GrantsOrScholarshipsAmt
Administrative Expenses	$56,381	AdministrativeExpensesAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,004,927	BeginningYearBalanceAmt
Investment Earnings Or Losses	$138,059	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$49,015	GrantsOrScholarshipsAmt
End Year Balance	$1,093,971	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,080,017	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$25,083	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$50,007	GrantsOrScholarshipsAmt
End Year Balance	$1,004,927	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,009,438	BeginningYearBalanceAmt
Investment Earnings Or Losses	$123,856	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$53,277	GrantsOrScholarshipsAmt
End Year Balance	$1,080,017	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$873,406	BeginningYearBalanceAmt
Investment Earnings Or Losses	$136,032	InvestmentEarningsOrLossesAmt
End Year Balance	$1,009,438	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$305,764	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$182,289	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$182,289	RevenueNotReportedAmt
Revenue Subtotal	$123,475	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$123,475	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$0	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$0	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$0	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART V, LINE 4:

THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ALL FUNDS ARE USED IN SUPPORT OF EFFECTIVE ELDERLY HEALTH CARE.

PART X, LINE 2:

IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, THE FOUNDATION DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE FOUNDATION RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS IN 2013 OR 2012. FEDERAL TAX RETURNS FOR THE YEARS ENDED 2009 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THEDACARE INC	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	122 E COLLEGE AVE	AddressLine1
City	APPLETON	City
State	WI	State
ZIP Code	54912	ZIPCode

Field	Value	IRS element (for citing)
Recipient EIN	391509362	RecipientEIN
IRC Section	501(C)(3)	IRCSectionDesc
Cash Grant	$52,753	CashGrantAmt
Purpose Of Grant	SUPPORT OF LONG TERM RESIDENTIAL CARE AT PEABODY MANOR, PART OF THE SENIOR CARE DIVISION OF THEDACARE, INC.	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	GRANTS ARE BASED ON CRITERIA ESTABLISHED BY THE BOARD OF DIRECTORS IN SUPPORT OF EFFECTIVE ELDERLY HEALTH CARE.	ExplanationTxt

Schedule N IRS990ScheduleN

Liquidation Of Assets Table LiquidationOfAssetsTableGrp

Liquidation Of Assets Detail LiquidationOfAssetsDetail (3 entries)

Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc	DistributionDistributionDt	Fair Market Value Of AssetFairMarketValueOfAssetAmt	Method Of FMV DeterminationMethodOfFMVDeterminationTxt	EINEIN	Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	IRC SectionIRCSectionTxt
THEDACARE FAMILY OF FOUNDATIONS INC
CASH	2013-12-31	$8,938	ACTUAL COST	464112255	1818 N MEADE ST PO BOX 1222	APPLETON	WI	549129974	501(C)(3)
THEDACARE FAMILY OF FOUNDATIONS INC
OTHER ACCOUNTS RECEIVABLE	2013-12-31	-$552	BOOK VALUE	464112255	1818 N MEADE ST PO BOX 1222	APPLETON	WI	549129974	501(C)(3)
THEDACARE FAMILY OF FOUNDATIONS INC
INVESTMENTS	2013-12-31	$1,746,411	FAIR MARKET VALUE	464112255	1818 N MEADE ST PO BOX 1222	APPLETON	WI	549129974	501(C)(3)

Field	Value	IRS element (for citing)
Director Of Successor	Yes (1)	DirectorOfSuccessorInd
Employee Of Successor	Yes (1)	EmployeeOfSuccessorInd
Owner Of Successor	0	OwnerOfSuccessorInd
Receive Compensation	0	ReceiveCompensationInd
Assets Distributed	Yes (1)	AssetsDistributedInd
Required To Notify AG	Yes (1)	RequiredToNotifyAGInd
Attorney General Notified	Yes (1)	AttorneyGeneralNotifiedInd
Liabilities Paid	Yes (1)	LiabilitiesPaidInd
Bonds Outstanding	0	BondsOutstandingInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 2E:	EXPLANATION OF INVOLVEMENT: RYAN VALENTINE, DIRECTOR OF GEORGE F PEABODY FOUNDATION BECAME A DIRECTOR OF THE TRANSFEREE ORGANIZATION, THEDACARE FAMILY OF FOUNDATIONS, INC.CAROL VALK, DIRECTOR OF GEORGE F PEABODY FOUNDATION BECAME A DIRECTOR OF THE TRANSFEREE ORGANIZATION, THEDACARE FAMILY OF FOUNDATIONS, INC.
FORM 990, SCHEDULE N	DURING 2013, THEDACARE, INC. FORMED A NEW FOUNDATION, THEDACARE FAMILY OF FOUNDATIONS, INC., IN ORDER TO CONSOLIDATE THE ACTIVITIES OF THEIR MULTIPLE FOUNDATIONS INTO ONE ORGANIZATION. ACCORDINGLY, THE FOUNDATION'S BOARD OF DIRECTORS APPROVED A PLAN OF DISSOLUTION WHEREBY EFFECTIVE DECEMBER 31, 2013, IN WHICH THE FOUNDATION'S NET ASSETS WERE TRANSFERRED TO THEDACARE FAMILY OF FOUNDATIONS, INC.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6	GEORGE PEABODY FOUNDATION, INC.'S SOLE MEMBER OF THE SINGLE CLASS OF VOTING MEMBERS IS APPLETON MEDICAL CENTER, INC.
FORM 990, PART VI, SECTION A, LINE 7A	APPLETON MEDICAL CENTER, INC. HAS VOTING RIGHTS WITH RESPECT TO THE ELECTION OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7B	APPLETON MEDICAL CENTER, INC. HAS VOTING RIGHTS WITH RESPECT TO: 1. AMENDMENT OF THE ARTICLES OF INCORPORATION 2. AMENDMENT OF THE BYLAWS OF THIS CORPORATION 3. DISSOLUTION OF THIS CORPORATION 4. ALTERATION OF ANY GIFT OR FUND RESTRICTION BY A TWO-THIRDS VOTE OF MEMBERS AND DIRECTORS
FORM 990, PART VI, SECTION B, LINE 11	BOARD OF DIRECTORS REVIEWS FORM 990 DRAFT PRIOR TO FINAL SUBMISSION.
FORM 990, PART VI, SECTION B, LINE 12	BOARD MEMBERS ARE REQUIRED TO UPDATE AND SIGN CONFLICT OF INTEREST FORMS ANNUALLY. FORMS ARE REVIEWED ANNUALLY AT A BOARD MEETING. ALL EMPLOYEES AND BOARD MEMBERS ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. THE CORPORATE COMPLIANCE COMMITTEE REVIEWS THE POTENTIAL CONFLICT AND THE CFO/BOARD OF TRUSTEES REVIEW ALL CONFLICTS. AFTER DISCLOSURE OF THE CONFLICT, THE EMPLOYEE SHALL NOT PARTICIPATE IN THE DECISION WHETHER TO ENGAGE IN THE TRANSACTION IN WHICH THE EMPLOYEE HAS AN INTEREST.
FORM 990, PART VI, SECTION B, LINE 15	THE COMPENSATION PROCESS FOR TOP OFFICIALS OF THE ORGANIZATION IS MANAGED BY THEIR EMPLOYER FOR PAYROLL PURPOSES, THEDACARE, INC., A RELATED ORGANIZATION. MANAGEMENT OF THEDACARE, INC. DETERMINES A FAIR AND REASONABLE COMPENSATION FOR THESE INDIVIDUALS BASED ON MARKET AND COMPARABILITY DATA PROVIDED BY HUMAN RESOURCES. NO OTHER OFFICERS OF THE ORGANIZATION RECEIVE ANY COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19	FORM 990 AND RELATED DOCUMENTS ARE AVAILABLE TO ANY MEMBER OF THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:	NET ASSETS TRANSFERRED TO THEDACARE FAMILY OF FOUNDATIONS, INC. -1,754,797.
FORM 990, PART XII, LINE 2C	OVERSIGHT OF THE AUDIT: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd	Business Name Line1DirectControllingEntityName/BusinessNameLine1
THEDACARE INC
122 EAST COLLEGE AVENUE	APPLETON	WI	54911	391509362	HEALTHCARE	WI	501(C)(3)	LINE 11C, III-FI	N/A	0
THEDA CLARK MEDICAL CENTER INC
PO BOX 8025	APPLETON	WI	54912	390830664	HOSPITAL	WI	501(C)(3)	LINE 3		Yes (1)	THEDACARE INC
THEDACARE MEDICAL CENTER - NEW LONDON INC
1405 MILL STREET	NEW LONDON	WI	54961	390869788	HOSPITAL	WI	501(C)(3)	LINE 3		Yes (1)	THEDACARE INC
RIVERSIDE MEDICAL CENTER INC
800 RIVERSIDE DRIVE	WAUPACA	WI	54981	390871113	HOSPITAL	WI	501(C)(3)	LINE 3		Yes (1)	THEDACARE INC
APPLETON MEDICAL CENTER INC
PO BOX 8025	APPLETON	WI	54912	390824015	HOSPITAL	WI	501(C)(3)	LINE 3		Yes (1)	THEDACARE INC
SHAWANO MEDICAL CENTER INC
309 N BARTLETTE STREET	SHAWANO	WI	54166	390807068	HOSPITAL	WI	501(C)(3)	LINE 3		Yes (1)	THEDACARE INC
THEDA CLARK MEDICAL CENTER FOUNDATION INC
1818 N MEADE STREET	APPLETON	WI	54911	311550056	FOUNDATION	WI	501(C)(3)	LINE 11A, I		Yes (1)	THEDACARE INC
APPLETON MEDICAL CENTER FOUNDATION INC
1818 NORTH MEADE STREET	APPLETON	WI	54911	391459276	FOUNDATION	WI	501(C)(3)	LINE 7		Yes (1)	THEDACARE INC
WOLF RIVER AREA HEALTHCARE FOUNDATION INC
1405 MILL STREET	NEW LONDON	WI	54961	200049796	FOUNDATION	WI	501(C)(3)	LINE 11A, I		Yes (1)	NEW LONDON FAMILY MEDICAL CENTER INC
COMMUNITY HOSPICE FOUNDATION INC
1818 N MEADE STREET	APPLETON	WI	54911	391511977	FOUNDATION	WI	501(C)(3)	LINE 7		Yes (1)	THEDACARE INC
SHAWANO MEDICAL CENTER FOUNDATION INC
309 N BARTLETTE STREET	SHAWANO	WI	54166	391539117	FOUNDATION	WI	501(C)(3)	LINE 11A, I		Yes (1)	SHAWANO MEDICAL CENTER INC
THEDACARE FAMILY OF FOUNDATIONS INC
1818 N MEADE STREET	APPLETON	WI	54915	464112255	FOUNDATION	WA	501(C)(3)	LINE 11A, I		Yes (1)	THEDACARE INC

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	NORTH APPLETON AMBULATORY CARE CENTER BUILDING COMPANY LLC	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	122 E COLLEGE AVENUE	AddressLine1
City	APPLETON	City
State	WI	State
ZIP Code	54911	ZIPCode

Field	Value	IRS element (for citing)
EIN	262497187	EIN
Primary Activities	RENTAL	PrimaryActivitiesTxt
Legal Domicile State	WI	LegalDomicileStateCd
Direct Controlling NA	N/A	DirectControllingNACd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	TRANSFER OF NET ASSETS TO THEDACARE FAMILY FOUNDATIONS INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Transaction Type	R	TransactionTypeTxt
Involved	$1,754,797	InvolvedAmt
Method Of Amount Determination	FMV	MethodOfAmountDeterminationTxt