STRATEGY STUDIO / PUBLIC DATA EXPLORER

PEOPLES SUPPORT FOUNDATION LIMITED: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PEOPLES SUPPORT FOUNDATION LIMITED (EIN 82-1202926)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202423199349102697
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T13:33:10-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 SOUTH SIXTH STREETAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN821202926EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PEOPLE'S SUPPORT FOUNDATION LIMITEDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPEOPBusinessNameControlTxt
Phone3126509743PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1323 E WACKER DRIVE NO 256AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJASON PFETCHERPersonNm
Person TitleTREASURER/TRUSTEEPersonTitleTxt
Phone3125298232PhoneNum
Signature2024-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANNA KOLAKALURIPreparerPersonNm
PTINP01275237PTIN
Phone6123974000PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$126,098,579FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,726,861InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,726,861InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,215,536DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,215,536DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,108,198NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$141,010,300GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,108,198CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$33,099OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$20,751OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$15,083,694TotalRevAndExpnssAmt
Total Net Invst Incm$15,071,346TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$54,042LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$54,042LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$100,591AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$50,296AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$50,296AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$576,520OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$548,395OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$28,125OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$102,899InterestRevAndExpnssAmt
Interest Net Invst Incm$143,701InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$294,049TaxesRevAndExpnssAmt
Taxes Net Invst Incm$56,961TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Net Invst Incm$100,000DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$972OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$972OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$218,386TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$218,386TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$139,380OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$114,085OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25,295OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,486,839TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,013,438TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$377,116TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,128,430ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,128,430ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,615,269TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,013,438TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,505,546TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$531,575ExcessRevenueOverExpensesAmt
Net Investment Income$14,057,908NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,974,626SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,018,248SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,018,248SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$107,894PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$107,894PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$9,839,263USGovernmentObligationsBOYAmt
US Government Obligations EOY$10,563,934USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$10,563,934USGovtObligationsEOYFMVAmt
Corporate Stock BOY$63,428,918CorporateStockBOYAmt
Corporate Stock EOY$64,355,472CorporateStockEOYAmt
Corporate Stock EOYFMV$64,355,472CorporateStockEOYFMVAmt
Corporate Bonds BOY$25,899,180CorporateBondsBOYAmt
Corporate Bonds EOY$23,857,336CorporateBondsEOYAmt
Corporate Bonds EOYFMV$23,857,336CorporateBondsEOYFMVAmt
Other Investments BOY$18,425,002OtherInvestmentsBOYAmt
Other Investments EOY$23,195,695OtherInvestmentsEOYAmt
Other Investments EOYFMV$23,195,695OtherInvestmentsEOYFMVAmt
Total Assets BOY$123,566,989TotalAssetsBOYAmt
Total Assets EOY$126,098,579TotalAssetsEOYAmt
Total Assets EOYFMV$126,098,579TotalAssetsEOYFMVAmt
Accounts Payable BOY$4,166AccountsPayableBOYAmt
Accounts Payable EOY$179AccountsPayableEOYAmt
Total Liabilities BOY$4,166TotalLiabilitiesBOYAmt
Total Liabilities EOY$179TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$160,843,245CapitalStockBOYAmt
Capital Stock EOY$123,562,823CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$37,280,422RetainedEarningBOYAmt
Retained Earning EOY$2,535,577RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$123,562,823TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$126,098,400TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$123,566,989TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$126,098,579TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$123,562,823TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$531,575ExcessRevenueOverExpensesAmt
Other Increases$3,067,152OtherIncreasesAmt
Subtotal$126,098,400SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$126,098,400TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$141,002,771$128,902,102$12,100,669$12,100,669
PUBLICLY TRADED SECURITIES CAP. GAIN DIST.P$7,529$7,529$7,529
FieldValueIRS element (for citing)
Capital Gain Net Income$12,108,198CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$195,405InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$195,405SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$195,405TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$226,673EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$25,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$251,673TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$56,268OverpaymentAmt
Applied To ES Tax$56,268AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (1)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJODIE EVANSIndividualWithBooksNm
Phone3126509743PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1323 E WACKER DRIVE SUITE 256AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (1)ForeignAccountsQuestionInd
Foreign CountrySFForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
JODIE EVANS
323 E WACKER DR SUITE 256CHICAGOIL60601PRESIDENT/DIRECTOR2.00$0$0$0
JASON PFETCHER
323 E WACKER DR SUITE 256CHICAGOIL60601TREASURER/DIRECTOR10.00$0$0$73
JO ANDERSON-FIGUEROA
323 E WACKER DR SUITE 256CHICAGOIL60601SECRETARY/DIRECTOR2.00$0$0$0
CAROLYN BAKER STARTING 82223
323 E WACKER DR SUITE 256CHICAGOIL60601DIRECTOR2.00$0$0$0
LAYAN FULEIHAN STARTING 82223
323 E WACKER DR SUITE 256CHICAGOIL60601DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
GOLDMAN SACHS & CO LLC
71 S WACKER DR SUITE 500CHICAGOIL60606INVESTMENT MANAGEMENT SERVICES$421,576
CAPLIN & DRYSDALE
ONE THOMAS CRICLE NW SUITE 1100WASHINGTONDC20005LEGAL SERVICES$157,479
SHANGHAI MAKU CULTURAL COMMUNICATIONS CO LTD
CONSULTING SERVICES$142,154NO 93 HUAI HAI MIDDLE ROAD HUANGPUDISTRICT ROOMSHANGHAICH200021
RBC CAPITAL MARKETS LLC
PO BOX 1510MINNEAPOLISMN55440INVESTMENT MANAGEMENT SERVICES$126,819
SCALI & ASSOCIATES PC
190 LIBTERTY ROAD UNIT 1CRYSTAL LAKEIL60014ACCOUNTING SERVICES$55,116
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1TO SUPPORT A MEDIA CONFERENCE IN ASIA TO FOSTER INTERNATIONAL EDUCATION, COLLABORATION, AND COMMUNITY BUILDING. IN ADDITION, PART OF THIS DIRECT SUPPORT ALSO PROVIDES NETWORK AND COMMUNICATION SUPPORT TO VARIOUS PARTNERS AROUND THE WORLD TO COMMUNICATE TIMELY AND EFFECTIVELY AND ENABLE THEM TO BUILD CAPACITY, DEEPEN RELATIONSHIPS AND ACHIEVE THE CHARITABLE PURPOSES OF ONGOING PROGRAMS.Description1Txt
Expenses1$191,353Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$89,000,974AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,268,062AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$23,195,695FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$125,464,731TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$125,464,731AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,881,971CashDeemedCharitableAmt
Net Vl Noncharitable Assets$123,582,760NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,179,138MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,179,138MinimumInvestmentReturnAmt
Tax Based On Investment Income$195,405TaxBasedOnInvestmentIncomeAmt
Total Tax$195,405TotalTaxAmt
Distributable Before Adj$5,983,733DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,983,733DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,983,733DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,505,546ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$14,505,546QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,983,733DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$8,413,843ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,785,598ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,864,966ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,723,515ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,754,650ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$33,542,572TotalExcessDistributionCyovAmt
Qualifying Distributions$14,505,546QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,983,733AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,521,813RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$42,064,385TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$8,413,843ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$33,650,542ExcessDistriCyovToNextYrAmt
Excess From Year4$4,785,598ExcessFromYear4Amt
Excess From Year3$4,864,966ExcessFromYear3Amt
Excess From Year2$6,723,515ExcessFromYear2Amt
Excess From Year1$8,754,650ExcessFromYear1Amt
Excess From Current Year$8,521,813ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$150,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$560,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$475,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$300,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$200,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$53,430
CENTER FOR THE ADV OF INFRA IMAG CAII
NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$65,000PAXLAAN 10 UNIT 119HOOFDDORPNL2131
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$50,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$75,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$25,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$260,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$255,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$255,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$200,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$200,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$90,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$90,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$360,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$360,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$360,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$70,000
UNITED COMMUNITY FUND
209 W 29TH ST SUITE 6307NEW YORKNY10001NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$100,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$300,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$300,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$250,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$250,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$276,250
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$276,250
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$276,250
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$276,250
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$58,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$55,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$35,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$40,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$130,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$840,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$1,000,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$651,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$93,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$93,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$292,500
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$292,500
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$585,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$874,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$100,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$150,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$175,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$155,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$155,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$20,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$80,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$80,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$100,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$90,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$126,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$250,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$300,000
AFTERIMAGE PUBLIC MEDIA
39 MESA ST STE 206SAN FRANCISCOCA94129PCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$25,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$300,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$225,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,128,430TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$140,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$250,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$300,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$300,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$675,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$459,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$459,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$1,441,000
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI53704NCFOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$1,441,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$5,465,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,726,861ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,215,536ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$12,108,198ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
RECLAIMABLE FOREIGN TAX RECEIVED01$5,476
OTHER INCOME01$27,623
01

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$15,083,694ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,083,694TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOYes (1)TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail (2 entries)

Line NumberLineNumberTxtInvolvedInvolvedAmtTransfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc
PEOPLES WELFARE ASSOCIATION
1a(1)$13,938,430FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE 1986.
UNITED COMMUNITY FUND
1a(1)$100,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE 1986.
FieldValueIRS element (for citing)
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING$55,116$27,558$27,558
TAX SERVICE$45,475$22,738$22,738

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (77 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtDates Of Reports By GranteeDatesOfReportsByGranteeTxtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-07-05$150,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$150,0007/15/22; 2/5/23; 10/16/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-08-23$560,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$560,0007/15/22; 2/5/23; 10/16/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-03-13$475,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$475,00007/15/22; 07/26/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-02-08$300,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$300,00007/05/23; 06/12/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-03-30$200,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$200,00008/23/23; 08/23/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-02-27$53,430FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$53,43004/28/23; 05/02/23
CENTER FOR THE ADV OF INFRA IMAG CAII
2023-02-06$65,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$65,00002/09/23; 12/28/23PAXLAAN 10 UNIT 119HOOFDDORPNL2131
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-02-14$50,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$50,00004/28/23; 05/02/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-01-17$75,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$75,00001/27/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-01-17$25,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$25,00001/27/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-01-03$260,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$260,00010/16/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-05-05$255,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$255,00010/16/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-08-15$255,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$255,00010/16/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-03-27$200,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$200,00007/24/23; 08/13/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-07-20$200,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$200,00007/24/23; 08/13/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-01-19$90,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$90,00007/04/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-06-15$90,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$90,00007/04/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-01-17$360,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$360,00006/16/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-03-21$360,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$360,00006/16/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-06-01$360,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$360,00006/16/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-01-19$70,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$70,00002/08/23
UNITED COMMUNITY FUND
209 W 29TH ST SUITE 6307NEW YORKNY100012023-02-28$100,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$100,00005/03/22
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-02-13$300,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$300,00010/16/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-04-10$300,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$300,00010/16/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-06-23$250,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$250,00010/16/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-08-30$250,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$250,00010/16/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-03-30$276,250FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$276,25009/20/23; 03/26/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-05-22$276,250FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$276,25009/20/23; 03/26/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-06-12$276,250FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$276,25009/20/23; 03/26/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-08-23$276,250FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$276,25009/20/23; 03/26/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-02-14$58,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$58,00008/13/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-06-23$55,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$55,00008/13/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-02-17$35,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$35,00005/02/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-02-17$40,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$40,00012/06/23; 5/15/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-02-24$130,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$130,00012/06/23; 5/15/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-03-15$840,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$840,00012/06/23; 5/15/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-06-01$1,000,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$1,000,00012/06/23; 5/15/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-10-04$651,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$651,00012/06/23; 5/15/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-02-23$93,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$93,00006/16/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-05-30$93,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$93,00006/16/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-06-12$292,500FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$292,50005/06/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-06-13$292,500FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$292,50005/06/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-07-25$585,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$585,00005/06/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-09-19$874,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$874,00005/06/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-04-25$100,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$100,00003/21/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-09-12$150,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$150,00003/21/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-11-30$175,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$175,00003/21/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-08-23$155,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$155,00006/04/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-06-27$155,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$155,00006/04/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-08-10$20,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$20,00006/04/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-08-30$80,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$80,00010/16/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-09-08$80,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$80,00010/16/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-08-30$100,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$100,00010/16/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-09-19$90,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$90,00010/16/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-09-12$126,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$126,00006/04/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-12-13$250,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$250,00005/13/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-12-13$300,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$300,00004/09/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-12-13$300,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$300,00003/13/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042023-12-21$225,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$225,00005/14/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042022-03-24$997,500FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$997,50007/15/22; 07/26/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042022-07-07$997,500FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$997,50007/15/22; 07/26/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042022-09-20$157,500FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$157,50007/15/22; 07/26/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042022-12-30$365,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$365,00007/15/22; 07/26/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042022-02-02$314,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$314,00007/05/23; 06/12/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042022-07-29$300,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$300,00007/05/23; 06/12/24
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042022-02-08$500,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$500,00008/23/23; 08/23/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042022-03-09$500,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$500,00008/23/23; 08/23/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042022-07-12$500,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$500,00008/23/23; 08/23/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042022-12-30$300,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$300,00008/23/23; 08/23/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042022-04-26$53,430FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$53,43004/28/23; 05/02/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042022-07-26$160,290FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$160,29004/28/23; 05/02/23
CENTER FOR THE ADV OF INFRA IMAG CAII
2022-03-01$70,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$59,00002/09/23; 12/28/23PAXLAAN 10 UNIT 119HOOFDDORPNL2131
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042022-07-15$50,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$50,00004/28/23; 05/02/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042022-10-19$50,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$50,00004/28/23; 05/02/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042022-12-30$210,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$210,00007/24/23; 08/13/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042021-11-08$360,000FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$360,0007/15/22; 2/5/23; 10/16/23
PEOPLE'S WELFARE ASSOCIATION
1213 N SHERMAN AVENUNE SUITE 342MADISONWI537042021-12-21$997,500FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE 1986.$997,50007/15/22; 07/26/23

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF, PART VII-A, LINE 11 - LIST OF CONTROLLED ENTITIESFormAndLineReferenceDesc
Medium ExplanationISIVUNO EXPORTS PROPRIETARY LIMITED2ND FLOOR, SOUTHPOINT CORNER, 87 DE KORTE STREETBRAAMFONTEINJOHANNESBURG, SOUTH AFRICA 2001EXCESS BUSINESS HOLDING: NOMediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (90 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FNMA GTD PASS THRU POOL#AN0423$158,865$158,865
AMERICAN TOWER CORP NEW SR UNSECURED 4.40 % DUE FEB 15, 2026$341,446$341,446
AMERICAN EXPRESS CO 4.20 % DUE NOV 6, 2025$338,217$338,217
APPLE INC 3.20 % DUE MAY 11, 2027$350,177$350,177
ARROW ELECTRS INC SENIOR NOTES 3.25 % DUE SEP 8, 2024$357,160$357,160
AUTOZONE INC SENIOR NOTES 3.125 % DUE APR 21, 2026$362,680$362,680
AMERICAN EXPRESS CO SENIOR UNSECURED NOTE 4.05 % DUE MAY 3, 2029$109,721$109,721
BROADCOM INC SR GLBL NT 29 4.75 % DUE APR 15, 2029$344,487$344,487
BANK NOVA SCOTIA SENIOR UNSECURED NOTES 2.95 % DUE MAR 11, 2027$343,752$343,752
CALVERT IMPACT CAPITAL INC 4.00 % DUE SEP 15, 2028$1,011,222$1,011,222
CENTENE CORP DEL SR NT 4.25 % DUE DEC 15, 2027$347,698$347,698
BANK NEW YORK MELLON CORP SENIOR NOTES 3.442 % DUE FEB 7, 2028$366,224$366,224
FNMA GTD PASS THRU POOL#CB7592 UMBS$26,216$26,216
CITIGROUP INC SR NT 1.28 % DUE NOV 3, 2025$289,288$289,288
CDW LLC/CDW FIN CORP 3.25 % DUE FEB 15, 2029$379,938$379,938
COMCAST CORP SENIOR UNSECURED NOTES 4.65 % DUE FEB 15, 2033$298,703$298,703
COSTCO WHOLESALE CORP NEW SR NT 3.00 % DUE MAY 18, 2027$357,884$357,884
FNMA GTD PASS THRU POOL#CB7233 UMBS$90,571$90,571
GOLDMAN SACHS GROUP INC 4.387 % DUE JUN 15, 2027$187,414$187,414
EBAY INC SENIOR UNSECURED 3.60 % DUE JUN 5, 2027$349,204$349,204
ENCOMPASS HEALTH CORP SENIOR UNSECURED NOTE 4.50 % DUE FEB 1, 2028$365,884$365,884
FEDL HOME LOAN MTG CORP#SD8347 UMBS$326,619$326,619
FNMA GTD PASS THRU POOL#BZ0312$154,375$154,375
ERP OPER LTD PARTNERSHIP SENIOR NOTE 4.15 % DUE DEC 1, 2028$157,593$157,593
FNMA GTD PASS THRU POOL#BZ0093$97,796$97,796
FNMA GTD PASS THRU POOL#CB7456 UMBS$206,509$206,509
FEDL HOME LOAN MTG CORP#QH5153$91,702$91,702
FEDL HOME LOAN MTG CORP#QH5154$53,502$53,502
FEDL HOME LOAN MTG CORP#SD2932 UMBS$438,293$438,293
FEDL HOME LOAN MTG CORP#SD8235 UMBS$294,326$294,326
FHLMC MULTIFAMILY STRUCTURED SER KSG3 CL A2$133,634$133,634
FISERV INC SENIOR NOTES 3.85 % DUE JUN 1, 2025$280,571$280,571
FNMA GTD PASS THRU POOL#BS8569$197,171$197,171
FNMA GTD PASS THRU POOL#BS9756$99,564$99,564
FNMA GTD PASS THRU POOL#BZ0017$213,468$213,468
FHLMC REMIC SERIES SER K-507 CL A-2$203,798$203,798
FNMA GTD PASS THRU POOL#BZ0408$105,124$105,124
EXPRESS SCRIPTS HLDG CO 3.50 % DUE JUN 15, 2024$282,169$282,169
GNMA REMIC TRUST SER 23-144 CL AB$190,210$190,210
FNMA GTD PASS THRU POOL#MA4782 UMBS$224,444$224,444
GOVERNMENT NATIONAL MORTAGE SER 23-197 CL AC$333$333
FNMA GTD PASS THRU POOL#CB7613 UMBS$29,804$29,804
FNMA GTD PASS THRU POOL#CB7745 UMBS$19,402$19,402
FNMA GTD PASS THRU POOL#DA4980$87,454$87,454
FNMA GTD PASS THRU POOL#DA5136$13,275$13,275
FNMA GTD PASS THRU POOL#FS2040 UMBS$589,480$589,480
FNMA GTD PASS THRU POOL#FS4194 UMBS$432,878$432,878
GNMA REMIC TRUST 2023-091 AC$185,264$185,264
GNMA REMIC TRUST 2023-126 A$187,386$187,386
FNMA GTD PASS THRU POOL#CB7459 UMBS$315,873$315,873
FNMA GTD PASS THRU POOL#CB7612 UMBS$61,212$61,212
HCA INC SR SECD NT 4.50 % DUE FEB 15, 2027$326,261$326,261
GNMA REMIC TRUST SER 2023-177 CL A$416$416
HOWARD UNIV GLBL -2020 BD 24 2.42 % DUE OCT 1, 2024$44,320$44,320
CAPITAL IMPACT PARTNERS INVT 6.00 % DUE SEP 15, 2024$1,008,464$1,008,464
NASDAQ STK MKT INC 3.85 % DUE JUN 30, 2026$331,384$331,384
JOHN DEERE CAPITAL CORP SENIOR UNSECURED NOTES 4.35 % DUE SEP 15, 2032$374,780$374,780
KEYSIGHT TECHNOLOGIES INC SENIOR UNSECURED NOTES 3.00 % DUE OCT 30, 2029$311,120$311,120
KYNDRYL HLDGS INC 3.15 % DUE OCT 15, 2031$409,296$409,296
MEAD JOHNSON NUTRITION CO 4.13 % DUE NOV 15, 2025$282,609$282,609
MICROCHIP TECHNOLOGY INC 4.25 % DUE SEP 1, 2025$359,740$359,740
MORGAN STANLEY 5.449 % DUE JUL 20, 2029$375,861$375,861
PROLOGIS L P SENIOR UNSECURED NOTES 4.625 % DUE JAN 15, 2033$298,017$298,017
LAMAR MEDIA CORP SR GLBL NT 28 3.75 % DUE FEB 15, 2028$378,079$378,079
ROYAL BK CDA FR 3.625%050427 3.63 % DUE MAY 4, 2027$350,251$350,251
NORTHERN TR CORP 3.65 % DUE AUG 3, 2028$353,583$353,583
PRUDENTIAL FINANCIAL INC SENIOR UNSECURED NOTES 1.50 % DUE MAR 10, 2026$149,890$149,890
REINSURANCE GROUP AMER INC SENIOR UN SECURED NOTE 3.15 % DUE JUN 15, 2030$387,065$387,065
SMALL BUSINESS ADMINGTD DEV SER 2019-20B CL 1$94,094$94,094
SMALL BUSINESS ADMINGTD DEV SER 2016-20F CL 1$79,345$79,345
SCHWAB CHARLES CORP NEW SENIOR UNSECURED NOTES 5.643 % DUE MAY 19, 2029$371,953$371,953
SEAGATE HDD CAYMAN MAKE WHOLE CALL @ +40 UNTIL 4.88 % DUE JUN 1, 2027$334,928$334,928
SMUCKER J M CO SR GLBL NT3.5%25 3.50 % DUE MAR 15, 2025$282,408$282,408
SILGAN HOLDINGS INC GLBL NT 4.125%28 4.125 % DUE FEB 1, 2028$362,007$362,007
SMALL BUSINESS ADMINISTRATION SER 2015-20J CL 1$97,655$97,655
SMALL BUSINESS ADMIN GTD DEV PARTN CTF SER 2016-20B CL 1$69,335$69,335
SOUTHWEST AIRLS CO SENIOR UNSECURED NOTE 5.25 % DUE MAY 4, 2025$342,762$342,762
STATE STREET CORP CALLABLE 5.751 % DUE NOV 4, 2026$204,959$204,959
SMALL BUSINESS ADMINGTD DEV$105,105$105,105
SYSCO CORP SENIOR UNSECURED NOTES 2.40 % DUE FEB 15, 2030$169,572$169,572
TORONTO DOMINION BANK SENIOR UNSECURED NOTES 5.264 % DUE DEC 11, 2026$24,553$24,553
TRIMBLE INC SENIOR NOTE 4.90 % DUE JUN 15, 2028$297,333$297,333
TJX COS INC SENIOR NOTES 2.25 % DUE SEP 15, 2026$342,553$342,553
UNITEDHEALTH GROUP INC SR NT 3.45 % DUE JAN 15, 2027$356,482$356,482
VONTIER CORPORATION SR GLBL NT 31 2.95 % DUE APR 1, 2031$382,340$382,340
VERISIGN INC 4.75 % DUE JUL 15, 2027$344,771$344,771
VISA INC SENIOR NOTES 3.15 % DUE DEC 14, 2025$346,973$346,973
VMWARE INC SR UNSECURED 3.90 % DUE AUG 21, 2027$334,055$334,055
WESTINGHOUSE AIR BRAKE CO SENIOR NOTES 4.70 % DUE SEP 15, 2028$341,196$341,196
JEFFERIES GROUP LLC/ JEFFERIES GROUP CAP FIN INC 4.85 % DUE JAN 15, 2027$381,841$381,841

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (221 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
QUALYS INC COM$108,538$108,538
AVERY DENNISON CORP$76,012$76,012
AMERIPRISE FINL INC$489,981$489,981
AIR LIQUIDE-ADR$206,418$206,418
ACI WORLDWIDE INC$50,521$50,521
ADOBE INC COMMON STOCK$1,054,192$1,054,192
ADYEN N V UNSPONSORED ADR$240,897$240,897
AGILENT TECHNOLOGIES INC$102,639$102,639
AIA GROUP LTD SPONSORED ADR$225,956$225,956
ALLIANZ SE UNSPONSORED ADR$569,552$569,552
AMERICAN TOWER CORPORATION REIT$632,723$632,723
AKAMAI TECHNOLOGIES INC$75,271$75,271
ALLEGION PUBLIC LIMITED COMPANY$61,445$61,445
ASSA ABLOY AB ADR$162,192$162,192
AMBEV S A ADS$147,188$147,188
AMDOCS LIMITED$70,925$70,925
AMICUS THERAPEUTICS INC$115,209$115,209
ATRICURE INC$57,140$57,140
CUBESMART$66,260$66,260
AMGEN INC$448,447$448,447
DBS GROUP HOLDINGS LTD SPONSORED ADR$419,330$419,330
DANAHER CORPORATION$1,426,764$1,426,764
ANSYS INC$500,049$500,049
APELLIS PHARMACEUTICALS INC COMMON STOCK$90,808$90,808
APPLIED INDUSTRIAL TECHNOLOGIES INC$96,188$96,188
APTARGROUP INC$104,583$104,583
ARES MANAGEMENT CORPORATION CLASS A COMMON STOCK$113,688$113,688
ARGENX SE AMERICAN DEPOSITARY SHARES$107,662$107,662
ANALOG DEVICES INC$388,383$388,383
ATLASSIAN CORPORATION CLASS A CLASS A COMMON STOCK$347,038$347,038
ATMOS ENERGY CORP$523,868$523,868
ALFA LAVAL AB UNSPONSORED ADR$230,361$230,361
AUTODESK INC$425,360$425,360
BIOMARIN PHARMACEUTICAL INC$117,247$117,247
AMERICAN FINANCIAL GROUP INC (HOLDING CO)$81,559$81,559
CHECK POINT SOFTWARE TECHNOLOGIES LTD$47,212$47,212
COHEN & STEERS INC$46,574$46,574
IMPAX GLOBAL ENVIRONMENTAL MRKT FD INST CL$6,643,902$6,643,902
BIONTECH SE AMERICAN DEPOSITARY SHARE$153,455$153,455
BJ S WHOLESALE CLUB HOLDINGS INC COMMON STOCK$100,790$100,790
BLACKSTONE INC COMMON STOCK$800,052$800,052
BRAZE INC CLASS A COMMON STOCK$52,492$52,492
CULLEN FROST BANKERS INC$301,385$301,385
BROWN CAP MGMT MUT FDS INTL SMALL CO FD INSTL SHS$5,635,031$5,635,031
CAVCO INDS INC DEL$46,447$46,447
CADENCE DESIGN SYSTEMS INC$483,457$483,457
CAMDEN PROPERTY TRUST-SBI$39,915$39,915
CANADIAN NATIONAL RAILWAY CO$247,491$247,491
CAPITAL ONE FINANCIAL CORP$476,359$476,359
COMMERCE BANCSHARES INC$388,718$388,718
IMMUNOCORE HOLDINGS PLC AMERICAN DEPOSITARY SHARES$78,978$78,978
AVIENT CORPORATION COMMON SHARES$52,494$52,494
DASSAULT SYSTEMS S A SPONSORED ADR$362,424$362,424
CHIPOTLE MEXICAN GRILL INC COMMON STOCK$425,375$425,375
CHOICE HOTELS INTERNATIONAL INC$90,416$90,416
CHUGAI PHARMACEUTICAL LTD UNSPONSORED ADR$407,983$407,983
COGNEX CORP$59,521$59,521
COLUMBIA SPORTSWEAR CO$70,632$70,632
CHEMED CORPORATION$99,992$99,992
CONSTELLATION BRANDS INC CL A$332,406$332,406
COOPER COMPANIES INC NEW (THE)$125,642$125,642
CREDICORP LTD$147,981$147,981
ZEBRA TECHNOLOGIES CORP-CL A$70,246$70,246
EMCOR GROUP INC$112,670$112,670
DOLBY LABORATORIES INC CL A$181,926$181,926
DONALDSON CO INC$93,451$93,451
DYNATRACE INC COMMON STOCK$358,329$358,329
EAST WEST BANCORP INC$78,066$78,066
ETSY INC COM$101,556$101,556
EDWARDS LIFESCIENCES CORP$405,193$405,193
ENTEGRIS INC$179,490$179,490
ECOLAB INC$896,731$896,731
EXLSERVICE HOLDINGS INC$96,067$96,067
DAIFUKU CO LTD AMERICAN DEPOSITARY RECEIPTS$158,361$158,361
FACTSET RESEARCH SYSTEMS INC$112,584$112,584
F5 INC COMMON STOCK$92,712$92,712
EQUITY LIFESTYLE PROPERTIES INC$384,042$384,042
GOLDMAN SACHS MINEBEA MITSUMI CMN (J6479)$8,551$8,551
EXPEDITORS INTERNATIONAL OF WASHINGTON INC$89,676$89,676
FLOWERS FOODS INC$72,730$72,730
CROWN CASTLE INTERNATIONAL CORP$363,770$363,770
GODADDY INC CL A$156,692$156,692
DECKERS OUTDOOR CORPORATION$91,575$91,575
FOMENTO ECONOMICO MEXICANO SAB DE CV SPON ADR 1 UNIT$459,614$459,614
GUARDANT HEALTH INC COMMON STOCK$41,711$41,711
GALLAGHER ARTHUR J & CO$245,794$245,794
GARTNER INC$510,657$510,657
GENMAB A S ADS$155,602$155,602
GITLAB INC CLASS A COMMON STOCK$129,005$129,005
CABLE ONE INC$45,640$45,640
GRACO INC$100,815$100,815
ICICI BANK LTD SPONSORED ADR$165,307$165,307
HUBSPOT INC COM$174,162$174,162
HALEON PLC AMERICAN DEPOSITARY SHARES$253,723$253,723
HDFC BK LTD ADR REPSTG 3 SHS$228,375$228,375
HUBBELL INCORPORATED COM$168,741$168,741
HAIER SMART HOME CO LTD AMERICAN DEPOSITARY RECEIPTS$323,771$323,771
INTERPUBLIC GROUP OF COS INC$80,392$80,392
HYATT HOTELS CORP CL A$143,712$143,712
IDEX CORP$81,199$81,199
IDEXX LABORATORIES CORP$480,118$480,118
HENRY JACK & ASSOCIATES INC$64,220$64,220
INTUIT INC$818,789$818,789
STAG INDUSTRIAL INC$69,077$69,077
CARTER'S INC$63,956$63,956
A O SMITH CORPORATION$220,362$220,362
BANCO BILBAO VIZCAYA ARGENTARIA S A SPONSORED ADR$275,332$275,332
JONES LANG LASALLE INC$102,745$102,745
KARUNA THERAPEUTICS INC COMMON STOCK$122,173$122,173
KNIGHT SWIFT TRANSPORTATION HOLDINGS INC CLASS A COMMON$45,486$45,486
L OREAL CO-ADR$434,095$434,095
LAMAR ADVERTISING COMPANY CL A$70,251$70,251
MANULIFE FINANCIAL CORP$381,468$381,468
LANTHEUS HOLDINGS INC COM$49,414$49,414
LATTICE SEMICONDUCTOR CORP$98,932$98,932
LENNAR CORP CL A$612,554$612,554
MONGODB INC CLASS A COMMON STOCK$167,220$167,220
MONOLITHIC POWER SYS INC$473,203$473,203
LONZA GROUP AG ZUERICH UNSPONSORED ADR$125,529$125,529
LOWES COMPANIES INC$311,347$311,347
INARI MEDICAL INC COMMON STOCK$62,713$62,713
MARTIN MARIETTA MATERIALS INC$581,729$581,729
NETAPP INC$75,641$75,641
MICROCHIP TECHNOLOGY INC$514,928$514,928
ROCHE HOLDING LTD SPONSORED ADR REPSTG ORD$235,599$235,599
MASCO CORP$50,436$50,436
LINCOLN ELEC HOLDINGS INC$245,659$245,659
MEDTRONIC PLC COM$348,894$348,894
MERCK & CO INC$413,030$413,030
MICHELIN COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN$316,017$316,017
MARVELL TECHNOLOGY INC COMMON STOCK$350,522$350,522
MIDDLEBY CORP$50,774$50,774
MITSUBISHI UFJ FINANCIAL GROUP INC AMERICAN DPSRTY SHS$347,396$347,396
MOLINA HEALTHCARE INC$135,130$135,130
LITHIA MOTORS INC COMMON STOCK$115,907$115,907
ROKU INC CLASS A COMMON STOCK$39,780$39,780
MEDPACE HOLDINGS INC COM$134,260$134,260
NORDSON CORP$233,854$233,854
NIKE INC CLASS B COM$480,425$480,425
NITORI HOLDINGS CO LTD AMERICAN DEPOSITARY RECEIPTS$138,996$138,996
PHYSICIANS REALTY TRUST$55,130$55,130
NORTHERN TRUST CORP$72,446$72,446
NOVOZYMES A/S ADR$164,918$164,918
NVENT ELECTRIC PLC ORDINARY SHARES$72,090$72,090
OMNICOM GROUP INC$73,605$73,605
PAYCOM SOFTWARE INC$85,375$85,375
ONE GAS INC COM$55,691$55,691
OPTION CARE HEALTH INC COMMON STOCK$39,417$39,417
OUTSET MEDICAL INC COMMON STOCK$5,729$5,729
RENAISSANCERE HOLDINGS LTD$69,384$69,384
MSCI INC$463,833$463,833
PARKER HANNIFIN CORP$591,078$591,078
NVIDIA CORP$863,664$863,664
NEXSTAR MEDIA GROUP INC CLASS A COMMON STOCK$52,198$52,198
PROGRESS SOFTWARE CORPORATION$73,251$73,251
NEW YORK TIMES CO-CL A$114,784$114,784
RAYMOND JAMES FINANCIAL INC$98,740$98,740
POWER INTEGRATIONS INC$75,131$75,131
PROCTER & GAMBLE CO$524,027$524,027
NEUROCRINE BIOSCIENCES INC$99,874$99,874
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR$179,856$179,856
PULTEGROUP INC$156,061$156,061
QUALCOMM INC$427,960$427,960
RB GLOBAL INC COM$36,054$36,054
PING AN INSURANCE GROUP CO OF CHINA LTD SPONSORED ADR$107,724$107,724
RBC FDS TR EMERGING MKT EQUITY FD CL I$2,818,431$2,818,431
REGAL REXNORD CORPORATION$88,280$88,280
PACKAGING CORP AMER$64,022$64,022
INFINEON TECHNOLOGIES AG SPONSORED ADR$520,154$520,154
MANHATTAN ASSOCIATES INC$66,534$66,534
PNC FINANCIAL SVCS GROUP INC$472,293$472,293
SCHNEIDER ELECTRIC SE UNSPONSORED ADR$308,236$308,236
CBOE GLOBAL MARKETS INC COMMON STOCK$103,743$103,743
SEI INVESTMENTS CO$108,305$108,305
SAP SE SPONSORED ADR$391,886$391,886
SAREPTA THERAPEUTICS INC COM$62,872$62,872
ALCON INC ORDINARY SHARES$592,775$592,775
SELECTIVE INSURANCE GROUP INC$71,427$71,427
SHISEIDO CO LTD SPONSORED ADR$126,280$126,280
SERVICENOW INC COM$647,851$647,851
SHIONOGI & CO LTD UNSPONSORED ADR$137,222$137,222
REVVITY INC COMMON STOCK$50,392$50,392
SHOCKWAVE MEDICAL INC COMMON STOCK$78,701$78,701
SILGAN HOLDINGS INC$44,526$44,526
TEXAS ROADHOUSE INC$62,948$62,948
TENCENT HOLDINGS LIMITED UNSPONSORED ADR REPRESENTING B$142,429$142,429
C H ROBINSON WORLDWIDE INC$37,062$37,062
IRHYTHM TECHNOLOGIES INC COM$64,438$64,438
JFROG LTD ORDINARY SHARES$92,270$92,270
SNAP-ON INC$91,851$91,851
SONOVA HOLDING AG UNSPONSORED ADR$154,079$154,079
SPRINGWORKS THERAPEUTICS INC COMMON STOCK$50,918$50,918
STIFEL FINANCIAL CORP$64,794$64,794
SYMRISE AG UNSPONSORED ADR$218,210$218,210
SYSCO CORP$323,015$323,015
SYSMEX CORPORATION UNSPONSORED ADR$126,832$126,832
TAIWAN SEMICONDUCTOR MFG CO LTD-SPONSORED ADR REPSTG 5 COM$488,064$488,064
TAPESTRY INC COMMON STOCK$48,258$48,258
TELEFLEX INC$94,251$94,251
SHIMANO INC AMERICAN DEPOSITARY RECEIPTS$105,891$105,891
THERMO FISHER SCIENTIFIC INC$556,635$556,635
UNICHARM CORP SPONSORED ADR$201,455$201,455
TORO CO$59,833$59,833
ROBERT HALF INTERNATIONAL INC$52,928$52,928
TYLER TECHNOLOGIES INC$142,997$142,997
UBER TECHNOLOGIES INC COMMON STOCK$412,642$412,642
UMB FINANCIAL CORP$60,857$60,857
VERACYTE INC$27,895$27,895
VERALTO CORPORATION COMMON STOCK$236,427$236,427
RPM INTERNATIONAL INC$589,630$589,630
WATERS CORP$136,630$136,630
TOPBUILD CORP$279,572$279,572
VISA INC CL A COMMON STOCK$759,962$759,962
VERISK ANALYTICS INC COM$474,854$474,854
XYLEM INC COM$522,396$522,396
WEST PHARMACEUTICAL SVCS INC COM$371,134$371,134
WILLIAMS SONOMA INC$121,472$121,472
WINGSTOP INC COM$116,487$116,487
XENON PHARMACEUTICALS INC$41,039$41,039
UNITEDHEALTH GROUP INC$668,617$668,617
XP INC CLASS A COMMON STOCK$122,633$122,633

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$6,052,220USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$6,052,220USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$4,511,714StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$4,511,714StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
WORLDWIDE AGRICULTURAL HOLDINGSFMV$12,792,710$12,792,710
PRIVATE EQUITY MANAGERS (IMPACT 2018) OFFSHORE LPFMV$2,478,636$2,478,636
VINTAGE VIII OFFSHORE SCSPFMV$2,201,697$2,201,697
WORLDWIDE MEDIA HOLDINGS, LLCFMV$1,980,854$1,980,854
PRIVATE EQUITY MANAGERS (2018) OFFSHORE SCSP (G)FMV$1,847,783$1,847,783
WORLDWIDE MEDIA HOLDINGS II LLCFMV$1,500,854$1,500,854
CHINA-US INDUSTRIAL COOPERATION PARTNERSHIP PARALLEL, L.P.FMV$393,161$393,161

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL SERVICECategoryTxt
Legal Fees$54,042LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$54,042DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$2,293$2,293$0
FILING FEES$2,129$0$2,129
INSURANCE$6,368$0$6,368
OFFICE SUPPLIES$26$0$26
POSTAGE$53$0$53
TELEPHONE/INTERNET$3,624$0$3,624
DUES AND SUBSCRIPTIONS$7,688$0$7,688
BOND PREMIUM$111,792$111,792$0
COMPUTER AND OTHER EQUIPMENTS$5,407$0$5,407

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FROM FLOW THROUGH$0-$6,872$0
RECLAIMABLE FOREIGN TAX RECEIVED$5,476$5,476
OTHER INCOME$27,623$27,623$27,623

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$3,067,152Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$548,395$548,395$0
CONSULTING FEES$28,125$0$28,125

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHELD$91,049$56,961$0
FEDERAL TAX EXPENSE$203,000$0$0