TREK SCHOLARSHIP FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TREK SCHOLARSHIP FOUNDATION INC (EIN 20-4143271)
- Tax period
- 2022-08-01 to 2023-07-31
- Filed
- 2024-06-17
- IRS object ID
- 202421699349100667
- Schema version
- 2022v5.0
- 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-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-17T11:59:38-05:00 | ReturnTs |
| Tax Period End | 2023-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S PINCKNEY STREET STE 930 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204143271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TREK SCHOLARSHIP FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TREK | BusinessNameControlTxt |
| Phone | 8003138725 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 W MADISON STREET | AddressLine1Txt |
| City | WATERLOO | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53594 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON SCHROEDER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8003138725 | PhoneNum |
| Signature | 2024-06-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JASON | PersonFirstNm |
| Person Last | SCHROEDER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOE NUTINI | PreparerPersonNm |
| PTIN | P00217069 | PTIN |
| Phone | 6088332612 | PhoneNum |
| Preparation | 2024-06-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,398,319 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $80,214 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,214 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,545 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $804,219 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,545 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $93,759 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $93,759 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,588 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,587 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,252 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,252 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,000 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,427 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,840 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,587 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $544,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $544,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $585,927 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,840 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $554,087 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$492,168 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,919 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $119,916 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $101,675 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $101,675 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,678,367 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,427,475 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,957,443 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,613,395 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,398,360 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,339,201 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,411,678 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,927,510 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,398,319 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,411,678 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,927,510 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,411,678 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,927,510 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,411,678 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,927,510 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,411,678 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$492,168 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,000 | OtherIncreasesAmt |
| Subtotal | $2,927,510 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,927,510 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $796,307 | $790,674 | $5,633 | $5,633 | |
| CAPITAL GAINS DIVIDENDS | $7,912 | $7,912 | $7,912 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,545 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $861 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $861 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $861 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,567 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,567 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $706 | OverpaymentAmt |
| Applied To ES Tax | $706 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JASON SCHROEDER | IndividualWithBooksNm |
| Phone | 9204782191 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 W MADISON STREET | AddressLine1Txt |
| City | WATERLOO | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53594 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELAINE BURKE | ||||||||
| W308 N6 183 SHORE ACRES ROAD | HARTLAND | WI | 53029 | PRESIDENT/DIRECTOR | 10.00 | $0 | $0 | $0 |
| MICHELE DEUBEL | ||||||||
| W308 N6 184 SHORE ACRES ROAD | HARTLAND | WI | 53029 | SECRETARY/TREASURER/DIRECTOR | 10.00 | $0 | $0 | $0 |
| MARK JOSLYN | ||||||||
| 7905 WOOD POND TRAIL | CROSS PLAINS | WI | 53528 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,337,161 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $133,501 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,470,662 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,470,662 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,060 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,418,602 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $170,930 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $170,930 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $861 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $861 | TotalTaxAmt |
| Distributable Before Adj | $170,069 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $8,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $178,069 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $178,069 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $554,087 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $554,087 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $178,069 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $60,544 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $60,544 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $554,087 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $178,069 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $376,018 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $436,562 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $436,562 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $60,544 | ExcessFromYear1Amt |
| Excess From Current Year | $376,018 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELAINE BURKE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CYNTHIA SERRANO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 W MADISON STREET | AddressLine1Txt |
| City | WATERLOO | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53594 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9204782191 | RecipientPhoneNum |
| Form And Info And Materials | TREK SCHOLARSHIP PROGRAM APPLICATION INCLUDING APPLICANT INFORMATION, SCHOOL INFORMATION, SCHOOL TUITION COST, PARENTS INFORMATION, RESUME, LETTER OF RECOMMENDATION, ESSAY, ETC. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SELECTED DATE EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE USED FOR TUITION, HOUSING, BOOKS, FEES AND/OR TRANSPORTATION EXPENSES AT ANY ACCREDITED POST-SECONDARY EDUCATIONAL PROGRAM/INSTITUTION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADAM SEIFRED | ||||||||
| 12180 PARK AVE S | TACOMA | WA | 98477 | NONE | I | EDUCATION | $2,000 | |
| AIDAN SCHUTTER | ||||||||
| 345 BOYER AVE WALLA WALLA WA 99362 | WALLA WALLA | WA | 99362 | NONE | I | EDUCATION | $6,000 | |
| ALEXANDRIA BUERGER | ||||||||
| UUWM CASHIERS OFFICE PO BOX 500 | MILWAUKEE | WI | 532010500 | NONE | I | EDUCATION | $5,000 | |
| ALLYSON ROBERTS | ||||||||
| 8800 WEST BLUEMOUND ROAD | MILWAUKEE | WI | 53226 | NONE | I | EDUCATION | $10,000 | |
| ALONDRA AGUILAR | ||||||||
| 900 UNIVERSITY AVE | RIVERSIDE | CA | 92521 | NONE | I | EDUCATION | $5,000 | |
| ANASTASIA SIEREN | ||||||||
| 900 VITERBO DR | LA CROSSE | WI | 54601 | NONE | I | EDUCATION | $2,500 | |
| ANDREW POMERING | ||||||||
| 601 SW 17TH ST | CORVALLIS | OR | 97331 | NONE | I | EDUCATION | $2,500 | |
| ANNA MITCHELL | ||||||||
| 881 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | I | EDUCATION | $3,000 | |
| ANNA RIDGEMAN | ||||||||
| 881 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | I | EDUCATION | $6,000 | |
| ANNIKA PURISCH | ||||||||
| BURSARS OFFICE 333 EAST CAMPUS MALL | MADISON | WI | 537151383 | NONE | I | EDUCATION | $10,000 | 10501 |
| ARIANNA SCHUTTER | ||||||||
| 36 S WABASH AVE STE 1200 | CHICAGO | IL | 60601 | NONE | I | EDUCATION | $12,000 | |
| AVA SANDERSEN | ||||||||
| UUWM CASHIERS OFFICE PO BOX 500 | MILWAUKEE | WI | 532010500 | NONE | I | EDUCATION | $10,000 | |
| AVA SEIFRED | ||||||||
| 1410 NE CAMPUS PARKWAY | SEATTLE | WA | 98195 | NONE | I | EDUCATION | $2,000 | |
| AYDEN GNEWUCH | ||||||||
| BURSARS OFFICE 333 EAST CAMPUS MALL | MADISON | WI | 537151383 | NONE | I | EDUCATION | $10,000 | 10501 |
| BENNETT WIEDENHOEFT | ||||||||
| CASHIERS OFFICE PO BOX 88 | WHITEWATER | WI | 53190 | NONE | I | EDUCATION | $4,000 | |
| BLAKE TIGHE | ||||||||
| 1220 BEARDSHEAR HALL 515 MORRILL | AMES | IA | 50011 | NONE | I | EDUCATION | $8,000 | ROAD |
| BRIANNA YUKER | ||||||||
| BURSARS OFFICE 333 EAST CAMPUS MALL | MADISON | WI | 53715 | NONE | I | EDUCATION | $2,500 | 10501 |
| BRITTNEY BENTHEIMER | ||||||||
| 2501 COLLEGE ST | CEDAR FALLS | IA | 50613 | NONE | I | EDUCATION | $5,000 | |
| CALEB FISHER | ||||||||
| UUWM CASHIERS OFFICE PO BOX 500 | MILWAUKEE | WI | 532010500 | NONE | I | EDUCATION | $10,000 | |
| CARSON AUBEY | ||||||||
| 401 W KENNEDY BLVD | TAMPA | FL | 33606 | NONE | I | EDUCATION | $10,000 | |
| CHASE MILLER | ||||||||
| 9931 WILLOWS RD NE ATTN ACCOUNTS | REDMOND | WA | 98052 | NONE | I | EDUCATION | $9,000 | RECEIVABLE |
| CLAIRE VOLK | ||||||||
| OFFICE OF STUDENT FINANCE FISCAL | MINNEAPOLIS | MN | 55455 | NONE | I | EDUCATION | $10,000 | UNIT 160 WILLIAMSON HALL 231 PILLSB |
| CLAIRE YOUNG | ||||||||
| BURSARS OFFICE LYMAN HALL SUITE 111 | ATLANTA | GA | 303320255 | NONE | I | EDUCATION | $2,500 | 225 NORTH AVENUE |
| CONNOR OAMEK | ||||||||
| BURSARS OFFICE 333 EAST CAMPUS MALL | MADISON | WI | 53715 | NONE | I | EDUCATION | $2,500 | 10501 |
| DYLAN SMITH | ||||||||
| 614 W SUPERIOR ST | ALMA | MI | 48801 | NONE | I | EDUCATION | $10,000 | |
| EDDIE GNEWUCH | ||||||||
| UWO CASHIERS OFFICE DEMPSEY 236 800 | OSHKOSH | WI | 54901 | NONE | I | EDUCATION | $4,000 | ALGOMA BLVD |
| EMILIE BLOMME | ||||||||
| BURSARS OFFICE 333 EAST CAMPUS MALL | MADISON | WI | 53715 | NONE | I | EDUCATION | $2,500 | 10501 |
| ETHAN FOSTER | ||||||||
| BURSARS OFFICE 333 EAST CAMPUS MALL | MADISON | WI | 537151383 | NONE | I | EDUCATION | $10,000 | 10501 |
| GABRIELLA CAMPOS | ||||||||
| 1000 EDGEWOOD COLLEGE DR | MADISON | WI | 53711 | NONE | I | EDUCATION | $2,500 | |
| GABRIELLA VAQUERA | ||||||||
| 1000 EDGEWOOD COLLEGE DR | MADISON | WI | 53711 | NONE | I | EDUCATION | $5,000 | |
| GARRETT OAMEK | ||||||||
| BURSARS OFFICE 333 EAST CAMPUS MALL | MADISON | WI | 53715 | NONE | I | EDUCATION | $2,500 | 10501 |
| GISELLE AGUILAR | ||||||||
| 9500 GILMAN DRIVE MAIL CODE 0013 | LA JOLLA | CA | 920930013 | NONE | I | EDUCATION | $2,500 | |
| GRACE FOUCAULT | ||||||||
| 2420 NICOLET DRIVE | GREEN BAY | WI | 54311 | NONE | I | EDUCATION | $2,500 | |
| GRACIE HALFMAN | ||||||||
| 1000 EDGEWOOD COLLEGE DR | MADISON | WI | 53711 | NONE | I | EDUCATION | $3,000 | |
| HANS PURISCH | ||||||||
| 333 EAST CAMPUS MALL 10501 | MADISON | WI | 53706 | NONE | I | EDUCATION | $5,000 | |
| HOLDEN MOCK | ||||||||
| 1520 SAINT OLAF AVE | NORTHFIELD | MN | 55057 | NONE | I | EDUCATION | $3,000 | |
| IAN LIPS | ||||||||
| FINANCIAL AID SERVICES PO BOX 5838 | WINONA | MN | 55987 | NONE | I | EDUCATION | $2,500 | 175 W MARK ST |
| JOHN BANKS-GEORGE | ||||||||
| 230 JESSE HALL | COLUMBIA | MO | 65211 | NONE | I | EDUCATION | $3,000 | |
| JONATHAN MCLAUGHLIN | ||||||||
| BURSARS OFFICE 333 EAST CAMPUS MALL | MADISON | WI | 537151383 | NONE | I | EDUCATION | $10,000 | 10501 |
| JORDAN JAMES | ||||||||
| 800 E SUMMIT ST | KENT | OH | 44240 | NONE | I | EDUCATION | $3,000 | |
| JORDYN BIEBERITZ | ||||||||
| UW MILWAUKEE CASHIERS OFFICE PO BOX | MILWAUKEE | WI | 53211 | NONE | I | EDUCATION | $2,500 | 500 |
| JOSEPHINE AGNEW | ||||||||
| 45155 RESEARCH PLACE SUITE 250 | ASHBURN | VA | 20147 | NONE | I | EDUCATION | $3,000 | |
| JULIA TIGHE | ||||||||
| SCHOLARSHIP EMPLOYMENT OFFICE 0640 | AMES | IA | 50011 | NONE | I | EDUCATION | $4,000 | BEARDSHEAR HALL |
| JUSTIN CECH | ||||||||
| BURSARS OFFICE 333 EAST CAMPUS MALL | MADISON | WI | 537151383 | NONE | I | EDUCATION | $10,000 | 10501 |
| KARIS JOHNSON | ||||||||
| STUDENT ACCOUNTS OFFICE 1025 N | MILWAUKEE | WI | 53202 | NONE | I | EDUCATION | $3,000 | BROADWAY |
| KEIRA THURNBAUER | ||||||||
| 3300 WEST CAMELBACK ROAD | PHOENIX | AZ | 85017 | NONE | I | EDUCATION | $10,000 | |
| KYLE CECH | ||||||||
| 333 EAST CAMPUS MALL 10501 | MADISON | WI | 53706 | NONE | I | EDUCATION | $10,000 | |
| LAUREN PLESAC | ||||||||
| OFFICE OF STUDENT FINANCE FISCAL | MINNEAPOLIS | MN | 55455 | NONE | I | EDUCATION | $10,000 | UNIT 160 WILLIAMSON HALL 231 PILLSB |
| LEXY BUERGER | ||||||||
| UW MILWAUKEE CASHIERS OFFICE PO BOX | MILWAUKEE | WI | 53211 | NONE | I | EDUCATION | $2,500 | 500 |
| LILLIAN FITZGERALD | ||||||||
| 100 OCHRE POINT AVE | NEWPORT | RI | 02840 | NONE | I | EDUCATION | $12,000 | |
| LILYANNA SPOKE | ||||||||
| UUWM CASHIERS OFFICE PO BOX 500 | MILWAUKEE | WI | 532010500 | NONE | I | EDUCATION | $10,000 | |
| LUCI FITZGERALD | ||||||||
| 210 BOWMAN HALL 802 S BROADWAY ST | MENOMONIE | WI | 54751 | NONE | I | EDUCATION | $2,500 | |
| LUCIA CHEROK | ||||||||
| 281 W LANE AVE | COLUMBUS | OH | 43210 | NONE | I | EDUCATION | $2,500 | |
| LUKA TOWNE | ||||||||
| BURSARS OFFICE 333 EAST CAMPUS MALL | MADISON | WI | 537151383 | NONE | I | EDUCATION | $10,000 | 10501 |
| LUKE MARK | ||||||||
| 1725 STATE STREET | LA CROSSE | WI | 54601 | NONE | I | EDUCATION | $4,000 | |
| LUKE STELLING | ||||||||
| 121 GRAFF MAIN HALL 1725 STATE | LA CROSSE | WI | 54601 | NONE | I | EDUCATION | $2,000 | STREET |
| MADELEINE DART | ||||||||
| BURSARS OFFICE 333 EAST CAMPUS MALL | MADISON | WI | 53715 | NONE | I | EDUCATION | $2,500 | 10501 |
| MAGNUS ECKHOLM | ||||||||
| BURSARS OFFICE 333 EAST CAMPUS MALL | MADISON | WI | 537151383 | NONE | I | EDUCATION | $10,000 | 10501 |
| MAX MCGUIRE | ||||||||
| 1450 JAYHAWK BLVD | LAWRENCE | KS | 66045 | NONE | I | EDUCATION | $2,500 | |
| MEGAN ANDREWS | ||||||||
| 333 EAST CAMPUS MALL 10501 | MADISON | WI | 53715 | NONE | I | EDUCATION | $5,000 | |
| MEGAN VOS | ||||||||
| UW MILWAUKEE CASHIERS OFFICE PO BOX | MILWAUKEE | WI | 532010500 | NONE | I | EDUCATION | $10,000 | 500 |
| MICHAELA NELSON | ||||||||
| STUDENT SERVICE CENTER 1401 PRESQUE | MARQUETTE | MI | 49855 | NONE | I | EDUCATION | $5,000 | ISLE AVE |
| MIKAYLA UTNEHMER | ||||||||
| ASU CASHIERING SERVICES 1151 S | TEMPE | AZ | 852870303 | NONE | I | EDUCATION | $12,000 | FOREST AVE STE244 PO BOX 870303 |
| MIRANDA FIRARI | ||||||||
| 1 CAMPUS DR | ALLENDALE | MI | 49401 | NONE | I | EDUCATION | $10,000 | |
| MOLLY FITZGIBBON | ||||||||
| BURSARS OFFICE 333 EAST CAMPUS MALL | MADISON | WI | 537151383 | NONE | I | EDUCATION | $10,000 | 10501 |
| MORGAN YEAZEL | ||||||||
| 1100 DUTTON HALL ONE SHIELDS AVE | DAVIS | CA | 95616 | NONE | I | EDUCATION | $10,000 | |
| MYLES PARR | ||||||||
| 2420 NICOLET DRIVE | GREEN BAY | WI | 54311 | NONE | I | EDUCATION | $2,000 | |
| NATHAN DRESEN | ||||||||
| 1025 NORTH BROADWAY | MILWAUKEE | WI | 53202 | NONE | I | EDUCATION | $10,000 | |
| NICHOLAS LIPS | ||||||||
| CASHIERS OFFICE-MAXWELL HUB PO BOX | WINONA | MN | 559875838 | NONE | I | EDUCATION | $10,000 | 5838 |
| OLIVIA ANDREWS | ||||||||
| 800 W MAIN ST RM 130 | WHITEWATER | WI | 53190 | NONE | I | EDUCATION | $9,000 | |
| OLIVIA NAVA | ||||||||
| 273 E ERIE ST | MILWAUKEE | WI | 53202 | NONE | I | EDUCATION | $12,000 | |
| PAIGE CLAIR | ||||||||
| 1244 BLOSSOM ST STE 128 | COLUMBIA | SC | 29208 | NONE | I | EDUCATION | $5,000 | |
| PEYTON BOHN | ||||||||
| BURSARS OFFICE 333 EAST CAMPUS MALL | MADISON | WI | 537151383 | NONE | I | EDUCATION | $7,500 | 10501 |
| RAMON CAMPOS | ||||||||
| 2001 ALFORD PARK DR | KENOSHA | WI | 53140 | NONE | I | EDUCATION | $3,000 | |
| SABINE GRIFFITHS | ||||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | NONE | I | EDUCATION | $2,500 | |
| SAM ISLE | ||||||||
| 953 DANBY ROAD | ITHACA | NY | 14850 | NONE | I | EDUCATION | $12,000 | |
| SERINA BLASE | ||||||||
| 1995 LUTHER CT | NEW ULM | MN | 56073 | NONE | I | EDUCATION | $8,000 | |
| SIDNEY SMITH | ||||||||
| 1725 STATE STREET | LA CROSSE | WI | 54601 | NONE | I | EDUCATION | $5,000 | |
| SOPHIA SCHIFANO | ||||||||
| 1025 NORTH BROADWAY | MILWAUKEE | WI | 53202 | NONE | I | EDUCATION | $5,000 | |
| SOTINA BOUN | ||||||||
| BURSARS OFFICE 333 EAST CAMPUS MALL | MADISON | WI | 537151383 | NONE | I | EDUCATION | $7,500 | 10501 |
| SPENCER PABON | ||||||||
| UUWM CASHIERS OFFICE PO BOX 500 | MILWAUKEE | WI | 532010500 | NONE | I | EDUCATION | $10,000 | |
| SYDNEY ADDINK | ||||||||
| CASHIERS OFFICE CAMPUS BOX 14 | GREELY | CO | 80639 | NONE | I | EDUCATION | $2,500 | |
| TAYLOR LAWRENCE | ||||||||
| 1 UNIVERSITY PLAZA | PLATTEVILLE | WI | 53818 | NONE | I | EDUCATION | $8,500 | |
| TYLER JAMES | ||||||||
| 100 N EAST AVE | WAUKESHA | WI | 53186 | NONE | I | EDUCATION | $7,500 | |
| TYLER ROGERS | ||||||||
| 210 BOWMAN HALL 802 S BROADWAY ST | MENOMONIE | WI | 54751 | NONE | I | EDUCATION | $2,000 | |
| VICTORIA FISHER | ||||||||
| 12800 N LAKE SHORE DRIVE ATTN | MEQUON | WI | 53097 | NONE | I | EDUCATION | $10,000 | ACCOUNTS RECEIVABLE |
| ZACKARY BURKE | ||||||||
| 1725 STATE STREET | LA CROSSE | WI | 54601 | NONE | I | EDUCATION | $5,000 | |
| ZARA ROSE BROWN | ||||||||
| OFFICE OF FINANCIAL AID 77 UCB | BOULDER | CO | 80309 | NONE | I | EDUCATION | $2,500 | |
| LUKE TYSON | ||||||||
| OFFICE OF STUDENT FINANCE FISCAL | MINNEAPOLIS | MN | 55455 | NONE | I | EDUCATION | $2,500 | UNIT 160 WILLIAMSON HALL 231 PILLSB |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $544,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,214 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,545 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $93,759 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,759 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,175 | Amt |
| Net Investment Income | $1,588 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,587 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME FUND | $431,271 | $395,392 |
| FEDERATED ULTRASHORT BOND FUND | $177,582 | $180,978 |
| HARTFORD TOTAL RETURN BOND FUND | $441,839 | $440,350 |
| VANGUARD SHORT-TERM INVESTMENT GRADE FUND | $347,668 | $322,481 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED MICRO DEVICES INC | $13,412 | $14,872 |
| ABBOTT LABORATORIES | $9,322 | $10,020 |
| ALPHABET INC | $6,712 | $29,284 |
| AMAZON.COM INC | $16,730 | $29,410 |
| APPLE INC | $5,970 | $51,077 |
| ARTISAN DEVELOPING WORLD FUND | $39,808 | $44,707 |
| AT&T INC | $12,801 | $10,164 |
| BANK OF AMERICA CORP | $18,586 | $23,040 |
| BERKSHIRE HATHAWAY INC | $9,328 | $15,838 |
| BLACKROCK INC | $9,103 | $14,777 |
| BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND | $7,003 | $7,054 |
| BLACKSTONE INC | $8,988 | $10,479 |
| CHEVRON CORP | $12,989 | $24,549 |
| CISCO SYSTEMS INC | $9,774 | $10,668 |
| CONSTELLATION BRANDS INC | $9,829 | $10,912 |
| COSTCO WHOLESALE CORP | $8,786 | $22,427 |
| DEERE & CO INDUSTRIALS | $16,793 | $17,184 |
| DELTA AIR LINE INC | $9,529 | $12,490 |
| DODGE & COX STOCK FUND | $72,466 | $87,007 |
| DUPONT DE NEMOURS INC | $7,714 | $7,763 |
| ELI LILY AND CO | $15,202 | $22,728 |
| ENBRIDGE INC | $11,660 | $11,040 |
| FREEPORT-MCMORAN INC | $9,894 | $15,628 |
| GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETF | $68,111 | $72,003 |
| GOLDMANS SACHS GROUP INC | $9,594 | $16,014 |
| HOME DEPOT INC | $6,936 | $11,684 |
| HONEYWELL INTERNATIONAL INCO INDUSTRIALS | $8,465 | $7,765 |
| INFINITY Q DIVERSIFIED ALPHA FUND | $40,296 | $143 |
| INFINITY Q DIVERSIFIED ALPHA SPECIAL RESERVE | $0 | $24,119 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | $60,544 | $59,333 |
| ISHARES MSCI EAFE ETF | $108,577 | $105,138 |
| JOHN HANCOCK FUNDS III - DISCIPLINED VALUE MID CAP FUND | $58,056 | $55,163 |
| JOHNSON & JOHNSON | $14,370 | $16,753 |
| JPMORGAN CHASE & CO | $10,473 | $15,006 |
| LOCKHEED MARTIN CORP | $11,277 | $13,391 |
| LULULEMON ATHLETICA INC | $5,118 | $9,463 |
| LYONDELLBASELL INDUSTRIES NV MATERIALS | $11,457 | $10,875 |
| MARRIOT INTERNATIONAL INC | $10,137 | $14,127 |
| MERGER FUND | $14,606 | $14,127 |
| MFS INTERNATIONAL GROWTH FUND | $38,936 | $67,160 |
| MICROSOFT CORP | $4,445 | $45,349 |
| MORGAN STANLEY | $7,600 | $16,481 |
| NETFLIX INC | $12,082 | $13,169 |
| NEXTERA ENERGY INC | $7,953 | $10,995 |
| NVIDIA CORP | $8,471 | $51,402 |
| ORACLE CORP | $18,981 | $19,226 |
| PALO ALTO NETWORKS INC | $10,170 | $14,998 |
| PARKER HANNIFIN CORP INDUSTRIALS | $13,542 | $16,400 |
| PEPSICO INC | $9,137 | $9,373 |
| PFIZER INC | $11,609 | $12,621 |
| PROLOGIS INC | $12,277 | $9,980 |
| QUALCOMM INC | $8,431 | $9,252 |
| REGENERON PHARMACEUTICALS INC | $13,167 | $14,838 |
| SEGALL BRYANT & HAMILL SMALL CAP VALUE FUND | $51,303 | $49,035 |
| SHOPIFY INC | $5,430 | $13,516 |
| SIMON PROPERTY GROUP INC | $6,342 | $8,722 |
| T ROWE PRICE DIVIDEND GROWTH FUND INC | $29,153 | $54,527 |
| TAPESTRY INC | $9,946 | $12,945 |
| THERMO FISHER SCIENTIFIC INC | $8,851 | $16,460 |
| TJX COS INC | $11,549 | $17,306 |
| UNION PACIFIC CORP | $5,859 | $8,121 |
| UNITEDHEALTH GROUP INC | $15,221 | $25,319 |
| VANGUARD INSTITUTIONAL INDEX FUND | $174,893 | $224,417 |
| VANGUARD MID-CAP INDEX FUND | $57,261 | $126,354 |
| VANGUARD SMALL-CAP INDEX FUND | $69,642 | $101,040 |
| VISA INC | $8,483 | $14,264 |
| WALMART INC | $4,481 | $10,391 |
| WASTE MANAGEMENT INC | $11,844 | $15,560 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF PRIOR YEAR GRANTS | Desc |
| Amt | $8,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $38,252 | Amt |
| Net Investment Income | $30,252 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,000 | DisbursementsCharitablePrpsAmt |