STRATEGY STUDIO / PUBLIC DATA EXPLORER

WPS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WPS CHARITABLE FOUNDATION INC (EIN 39-1568111)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202411349349103101
Schema version
2023v5.0
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)
Return2024-05-13T10:53:02-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391568111EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WPS CHARITABLE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Wendy PerkinsInCareOfNm
Business Name ControlWPSCBusinessNameControlTxt
Foreign Phone6089776644ForeignPhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11717 W BROADWAYAddressLine1Txt
CityMONONACityNm
State AbbreviationWIStateAbbreviationCd
ZIP537131834ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVicki BernardsPersonNm
Person TitleSecretary & TreasurerPersonTitleTxt
Signature2024-05-13SignatureDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,907,220FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$17,640ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,356InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,219InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$35,967DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,967DividendsNetInvstIncmAmt
Dividends Adj Net Incm$0DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$27,539NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$306,995GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$27,539CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$303NetSTCapitalGainAdjNetIncmAmt
Incm Modifications Adj Net Incm$0IncmModificationsAdjNetIncmAmt
Gross Sales Less Ret And Allwnc$0GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Gross Profit Adj Net Incm$0GrossProfitAdjNetIncmAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$85,502TotalRevAndExpnssAmt
Total Net Invst Incm$67,725TotalNetInvstIncmAmt
Total Adj Net Incm$303TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$0OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$0PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$0PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,996AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$10,996AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$12,294OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,294OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$0InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Adj Net Incm$0InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss-$324TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$0OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$0TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$0PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$0PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,728OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$8,728OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$31,694TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,294TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$19,724TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$264,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$264,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$295,694TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,294TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$283,724TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$210,192ExcessRevenueOverExpensesAmt
Net Investment Income$55,431NetInvestmentIncomeAmt
Adjusted Net Income$303AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$23,340CashBOYAmt
Cash EOY$57,948CashEOYAmt
Cash EOYFMV$57,948CashEOYFMVAmt
Sav And Temp Cash Invst BOY$199,100SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$160,654SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$160,654SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$0RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations BOY$63,442USGovernmentObligationsBOYAmt
US Government Obligations EOY$48,619USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$48,434USGovtObligationsEOYFMVAmt
Corporate Stock BOY$978,602CorporateStockBOYAmt
Corporate Stock EOY$837,481CorporateStockEOYAmt
Corporate Stock EOYFMV$1,173,341CorporateStockEOYFMVAmt
Corporate Bonds BOY$540,391CorporateBondsBOYAmt
Corporate Bonds EOY$489,981CorporateBondsEOYAmt
Corporate Bonds EOYFMV$466,843CorporateBondsEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,804,875TotalAssetsBOYAmt
Total Assets EOY$1,594,683TotalAssetsEOYAmt
Total Assets EOYFMV$1,907,220TotalAssetsEOYFMVAmt
Accounts Payable BOY$0AccountsPayableBOYAmt
Accounts Payable EOY$0AccountsPayableEOYAmt
Grants Payable BOY$0GrantsPayableBOYAmt
Grants Payable EOY$0GrantsPayableEOYAmt
Deferred Revenue BOY$0DeferredRevenueBOYAmt
Deferred Revenue EOY$0DeferredRevenueEOYAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,804,875RetainedEarningBOYAmt
Retained Earning EOY$1,594,683RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,804,875TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,594,683TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,804,875TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,594,683TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,804,875TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$210,192ExcessRevenueOverExpensesAmt
Subtotal$1,594,683SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,594,683TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Public Traded Securities$483$0$0$483$483
Public Traded Securities$20,000$0$19,523$477$477
Public Traded Securities$48$0$0$48$48
Public Traded Securities$242$0$0$242$242
Public Traded Securities$660$0$0$660$660
Public Traded Securities$61$0$0$61$61
Public Traded Securities$604$0$0$604$604
Public Traded Securities$20,000$0$12,963$7,037$7,037
Public Traded Securities$100,000$0$83,257$16,743$16,743
Public Traded Securities$20,000$0$16,743$3,257$3,257
Public Traded Securities$20,000$0$9,245$10,755$10,755
Public Traded Securities$39,944$0$49,388-$9,444-$9,444
Public Traded Securities$50,000$0$50,410-$410-$410
Public Traded Securities$34,948$0$35,952-$1,004-$1,004
Public Traded Securities$5$0$1,975-$1,970-$1,970
FieldValueIRS element (for citing)
Capital Gain Net Income$27,539CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$303NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$770InvestmentIncomeExciseTaxAmt
Subtotal$770SubtotalAmt
Tax Based On Investment Income$770TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$770EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$770TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Vicki BernardsBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6089778014PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11717 W BROADWAYAddressLine1Txt
CityMONONACityNm
State AbbreviationWIStateAbbreviationCd
ZIP537131834ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Steve Skoronski
1717 W BroadwayMononaWI537131834Chair1.00$0$0$0
Wendy Perkins
1717 W BroadwayMonoanWI537131834President1.00$0$0$0
Moira Klos
1717 W BroadwayMononaWI537131834Vice President1.00$0$0$0
Vicki Bernards
1717 W BroadwayMononaWI537131834Secretary & Treasurer1.00$0$0$0
Kristine Euclide
1717 W BroadwayMononaWI537131834Trustee1.00$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Scholarship payments benefiting 21 students.Description1Txt
Expenses1$21,250Expenses1Amt
Description2Donations to 24 charitable organizations.Description2Txt
Expenses2$242,750Expenses2Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,673,926AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$218,240AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,892,166TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,892,166AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,382CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,863,784NetVlNoncharitableAssetsAmt
Minimum Investment Return$93,189MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$93,189MinimumInvestmentReturnAmt
Tax Based On Investment Income$770TaxBasedOnInvestmentIncomeAmt
Income Tax$0IncomeTaxAmt
Total Tax$770TotalTaxAmt
Distributable Before Adj$92,419DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$92,419DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$92,419DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$283,724ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$283,724QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$92,419DistributableAsAdjustedAmt
Undistributed Income PY$199UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$212,803ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$141,634ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$153,380ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$163,811ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$118,524ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$790,152TotalExcessDistributionCyovAmt
Qualifying Distributions$283,724QualifyingDistributionsAmt
Applied To Year1$199AppliedToYear1Amt
Applied To Current Year$92,419AppliedToCurrentYearAmt
Remaining Distri From Corpus$191,305RemainingDistriFromCorpusAmt
Total Corpus$981,457TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$212,803ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$768,654ExcessDistriCyovToNextYrAmt
Excess From Year4$141,634ExcessFromYear4Amt
Excess From Year3$153,380ExcessFromYear3Amt
Excess From Year2$163,811ExcessFromYear2Amt
Excess From Year1$118,524ExcessFromYear1Amt
Excess From Current Year$191,305ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNot applicableContributingManagerNm
Shareholder ManagerNot applicableShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonAmy CallenderRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 7786AddressLine1Txt
CityMadisonCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537077786ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6089778012RecipientPhoneNum
Form And Info And MaterialsThe Foundation does accept requests for grants but awards grants primarily under an approved scholarship program.FormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsScholarship awards are only for students who are children of WPS Health Solutions.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Beloit College
700 College StreetBeloitWI53511No Relationship509a1Financial support of students$1,250
Clark Atlanta University
223 James P Brawley Drive SWAtlantaGA30314No Relationship509a1Financial support of students$1,250
Concordia University
12800 N Lake Shore DriveMequonWI53097No Relationship509a1Financial support of students$1,250
John A Logan College
700 Logan College DrCartervilleIL62918No Relationship509a1Financial support of students$1,250
Loyola University Chicago
6339 N Sheridan Road Suite 190ChicagoIL60660No Relationship509a1Financial support of students$1,250
Madison Area Technical College
3550 Anderson StreetMadisonWI53704No Relationship509a1Financial support of students$2,500
Metropolitan Community College
3201 Southwest TrafficwayKansas CityMO64111No Relationship509a1Financial support of students$625
Missouri State University
901 S National AveneuSpringfieldMO65897No Relationship509a1Financial support of students$1,250
Murray State University
200 Sparks HallMurrayKY42071No Relationship509a1Financial support of students$1,250
Northern Illinois University
Lowden HallDeKalbIL60115No Relationship509a1Financial support of students$625
University of Nebraska Lincoln
PO Box 880411LincolnNE68588No Relationship509a1Financial support of students$1,250
University of Nebraska Omaha
6001 Dodge StreetOmahaNE68182No Relationship509a1Financial support of students$625
University of Wisconsin Eau Claire
127 Roosevelt AvenueEau ClaireWI52701No Relationship509a1Financial support of students$1,250
University of Wisconsin Green Bay
2420 Nicolet DriveGreen BayWI54311No Relationship509a1Financial support of students$625
University of Wisconsin Madison
333 East Campus MallMadisonWI53715No Relationship509a1Financial support of students$2,500
University of Wisconsin Milwaukee
3203 N Downer AvenueMilwaukeeWI53211No Relationship509a1Financial support of students$1,250
University of Wisconsin Whitewater
800 W Main SteetWhitewaterWI53190No Relationship509a1Financial support of students$1,250
6-8 Inc
821 Industry RoadSauk CityWI53583No RelationshipPCLocal initiative$2,500
American Indian Community
202 W 2nd StreetDuluthMN55802No RelationshipPCUnderserved populations$2,500
Boulder Crest Foundation
33735 Snickersville TurnpikeBluemontVA20135No RelationshipPCMilitary veterans$20,000
Edgewood College
1000 Edgewood College DriveMadisonWI53711No RelationshipPCMilitary veterans$12,500
Everyone Eats Foundation
PO Box 92212AtlantaGA30314No RelationshipPCHealth and wellness$2,500
Faith & Deliverance Recovery Outreach
1609 25th StreetNewport NewsVA23607No RelationshipPCUnderserved populations$2,500
Foundation for Madison Public Schools
101 Nob Hill Road Suite 300MadisonWI53713No RelationshipPCUnderserved populations$3,000
Hmong Institute Inc
5310 Arapahoe LaneMadisonWI53074No RelationshipPCLocal initiative$2,500
Kims Open Door
2214 Spanish Moss DriveJacksonvilleFL32246No RelationshipPCUnderserved populations$2,500
Madison Symphony Orchestra
222 W Washington Avenue Suite 460MadisonWI53703No RelationshipPCSenior health$3,000
Mental Health America Inc
500 Montgomery Street Suite 820AlexandriaVA22314No RelationshipPCHealth and wellness$20,000
NAMI Dane County
818 W Badger Road Suite 104MadisonWI53713No RelationshipPCHealth and wellness$5,000
NAMI Wisconsin
4233 W Beltline HwyMadisonWI53717No RelationshipPCHealth and wellness$10,750
New Community Shelter Inc
301 Mather StreetGreen BayWI54303No RelationshipPCHealth and wellness$2,500
One City Schools Foundation
2012 Fisher StreetMadisonWI53713No RelationshipPCLocal initiative$3,000
Psycharmor Institute
6215 Ferris Square Suite 205San DiegoCA92121No RelationshipPCHealth and wellness$20,000
River Bend Food Bank
4010 Kimmel DriveDavenportIA52802No RelationshipPCHealth and wellness$2,500
River Food Pantry Inc
2201 Darwin RoadMadisonWI53704No RelationshipPCHealth and wellness$2,500
St Vincent De Paul of The Valley
237 Roosevelt DriveDerbyCT06418No RelationshipPCHealth and wellness$2,500
Stand Down Madison
PO Box 259321MadisonWI53725No RelationshipPCMilitary veterans$5,000
United Through Reading
1455 Frazee Road Suite 500San DiegoCA92108No RelationshipPCMilitary veterans$10,000
United Way of Dane County
2059 Atwood AvenueMadisonWI53704No RelationshipPCUnited Way$100,000
Wisconsin Policy Forum
633 W Wisconsin Ave 406MilwaukeeWI53203No RelationshipPCLocal initiative$500
WMC Foundation Inc
501 E Washington AvenueMadisonWI53703No RelationshipPCLocal initiative$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$264,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)

Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0

Membership Dues And Assmnt MembershipDuesAndAssmntGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$4,356ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$35,967ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$27,539ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (5 entries)

Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$67,862ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$67,862TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Audit fees - Baker Tilly$10,826$0$0$10,826
Tax return filing fee$170$0$0$170

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCorporate bondsBondNm
EOY Book Value$489,981EOYBookValueAmt
EOYFMV$466,843EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCorporate stockStockNm
EOY Book Value$837,481EOYBookValueAmt
EOYFMV$1,173,341EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$63,442USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$48,434USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$48,619StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$48,434StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Software fee$7,700$0$0$7,700
Bank fees$39$0$0$39
PO Box fee$388$0$0$388
DFI filing fee$54$0$0$54
Supplies$547$0$0$547

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCustodial fees - Associated TrustCategoryTxt
Amt$12,294Amt
Net Investment Income$12,294NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Form 990 2019 tax refund$0$0$0$0
Form 990 2012 tax$10$0$0$0
Form 990 2022 tax$955$0$0$0