STEPHENS FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- STEPHENS FAMILY FOUNDATION INC (EIN 20-4617210)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-29
- IRS object ID
- 202621199349100022
- Schema version
- 2025v4.1
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-29T10:03:54-00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 392009139 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hilker & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 511454 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532030251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204617210 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHENS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Katherine Eurich | InCareOfNm |
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 4144089197 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4230 N OAKLAND AVENUE No 317 | AddressLine1Txt |
| City | SHOREWOOD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Katherine Eurich | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4144089197 | PhoneNum |
| Signature | 2026-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David L Hilker | PreparerPersonNm |
| PTIN | P00776200 | PTIN |
| Phone | 4142645330 | PhoneNum |
| Preparation | 2026-04-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,391,271 | 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 | $251,402 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $74,888 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $74,888 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $75,592 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,592 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$44,878 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,482,306 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $65,161 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $65,161 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $422,165 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $215,641 | TotalNetInvstIncmAmt |
| Interest Rev And Expnss | $27,462 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $27,462 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,354 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $59 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $59 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,875 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,462 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $59 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $251,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $271,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $290,625 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,462 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $271,809 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $131,540 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $188,179 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $81,181 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,498 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,498 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,754,101 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,351,773 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,351,773 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,835,282 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,391,271 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,391,271 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,658,580 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,909,982 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,176,702 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,481,289 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,835,282 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,391,271 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,835,282 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,391,271 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,835,282 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $131,540 | ExcessRevenueOverExpensesAmt |
| Other Increases | $424,449 | OtherIncreasesAmt |
| Subtotal | $10,391,271 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,391,271 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1623 sh Shopify | D | 2025-08-06 | 2025-08-07 | $245,085 | $251,402 | -$6,317 | -$6,317 |
| Vanguard Total World ETF | P | 2025-12-15 | 2025-12-17 | $612,678 | $1,150,782 | -$538,104 | -$538,104 |
| 1125000 US Treas Note | P | 2023-08-21 | 2025-07-31 | $1,125,000 | $1,125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$44,878 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$544,421 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,616 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,616 | SubtotalAmt |
| Tax Based On Investment Income | $2,616 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $3,000 | OriginalReturnTaxPaidAmt |
| Overpayment | $384 | OverpaymentAmt |
| Applied To ES Tax | $384 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | KATHERINE EURICH | IndividualWithBooksNm |
| Phone | 4144089197 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4230 N OAKLAND AVENUE No 317 | AddressLine1Txt |
| City | SHOREWOOD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53211 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ANDREW C STEPHENS | ||||||
| 4230 N OAKLAND AVE No 317 | SHOREWOOD | WI | 53211 | CO-PRESIDENT | 000.25 | $0 |
| JANE E KIM | ||||||
| 4230 N OAKLAND AVE No 317 | SHOREWOOD | WI | 53211 | CO-PRESIDENT | 002.00 | $0 |
| KATHERINE A EURICH | ||||||
| 4230 N OAKLAND AVE No 317 | SHOREWOOD | WI | 53211 | TREAS/ASST SEC | 002.00 | $0 |
| SUNHEE LEE | ||||||
| 4230 N OAKLAND AVE No 317 | SHOREWOOD | WI | 53211 | SECRETARY | 000.25 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS TO QUALIFIED CHARITIES | Description1Txt |
| Expenses1 | $251,750 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,036,980 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,340 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,097,320 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,097,320 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,460 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,945,860 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $497,293 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $497,293 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,616 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,616 | TotalTaxAmt |
| Distributable Before Adj | $494,677 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $494,677 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $494,677 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $271,809 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $271,809 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $494,677 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $46,213 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $46,213 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $271,809 | QualifyingDistributionsAmt |
| Applied To Current Year | $271,809 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $46,213 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $46,213 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $176,655 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREW STEPHENS | ContributingManagerNm |
| Contributing Manager | JANE KIM | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHERINE EURICH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4230 N OAKLAND AVENUE No 317 | AddressLine1Txt |
| City | SHOREWOOD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4144089197 | RecipientPhoneNum |
| Form And Info And Materials | OPEN LETTER FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Ninewise Publishing Foundation | ||||||
| 4840 N Lake Drive | Whitefish Bay | WI | 53217 | PC | Early Childhood Education | $70,000 |
| Messengers of Mercy | ||||||
| 22392 FM 16W | Lindale | TX | 75771 | PC | Religious/General | $10,000 |
| Friends of Dartmouth Equestrian | ||||||
| Hinman Mail Center | Hanover | NH | 03755 | PC | Equestrian Athletics | $5,000 |
| All-in-Milwaukee | ||||||
| 135 W Wells Street | Milwaukee | WI | 53202 | PC | Education Assistance | $10,000 |
| Incourage Community | ||||||
| 478 E Grand Avenue | Wisconsin Rapids | WI | 54494 | PC | Community | $10,000 |
| UMass Amherst Fdn | ||||||
| 220 S Pleasant Street | Amherst | MA | 01002 | PC | Scholarships | $10,000 |
| Malaika Early Learning | ||||||
| 125 W Auer Auer | Milwaukee | WI | 53212 | PC | Early Education | $5,000 |
| Big Brothers Big Sisters | ||||||
| 778 N Jefferson Street | Milwaukee | WI | 53202 | PC | Youth Development | $40,000 |
| Big Brothers Big Sisters | ||||||
| 778 N Jefferson Street | Milwaukee | WI | 53202 | PC | Youth Development | $10,000 |
| Milwaukee Institute of Art & Design | ||||||
| 273 E Erie Street | Milwaukee | WI | 53202 | PC | Creative Fusion | $40,000 |
| Messengers of Mercy | ||||||
| 22392 FM 16W | Lindale | TX | 75771 | PC | Religious/General | $500 |
| Smith College | ||||||
| 10 Elm Street | Northampton | MA | 01063 | PC | Smith Fund Scholarship | $21,250 |
| Smith College | ||||||
| 10 Elm Street | Northampton | MA | 01063 | PC | Smith Fund Scholarship | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $251,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,888 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,592 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Short Rebate Fee | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,161 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $215,641 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $215,641 | 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 Person | Andrew Stephens Jane Kim | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 460 | AddressLine1Txt |
| City | Teton Village | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 830250460 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $251,402 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1623sh Shopify Inc | NoncashPropertyDesc |
| Fair Market Value | $251,402 | FairMarketValueAmt |
| Received | 2025-08-06 | ReceivedDt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED BY THE STATE OF WISCONSIN | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 19169 shares of ARTISAN GLOBAL OPPORTUNITY FUND | $662,381 | $662,381 |
| 49912 shares of ARTISAN MIDCAP FUND | $2,389,872 | $2,389,872 |
| 134835 shares of ARTISAN GLOBAL OPPORTUNITY FUND | $4,834,608 | $4,834,608 |
| MONEY MARKET FUNDS UBS | $2,464,912 | $2,464,912 |
Other Assets Schedule OtherAssetsSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Licenses Permits | $25 | $25 |
| Bank Fees | $34 | $34 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Short Rebate Fee | Desc |
| Revenue And Expenses Per Books | $65,161 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $65,161 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION | Desc |
| Amt | $424,449 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax on Investment Income | CategoryTxt |
| Amt | $11,354 | Amt |
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