TREK SCHOLARSHIP FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TREK SCHOLARSHIP FOUNDATION INC (EIN 20-4143271)
- Tax period
- 2021-08-01 to 2022-07-31
- Filed
- 2023-06-15
- IRS object ID
- 202331669349100438
- Schema version
- 2021v4.2
- 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 Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-15T17:11:15-05:00 | ReturnTs |
| Tax Period End | 2022-07-31 | 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 | 2021-08-01 | 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 | 2023-06-15 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOE NUTINI | PreparerPersonNm |
| PTIN | P00217069 | PTIN |
| Phone | 6088332612 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $3,756,694 | 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 |
| Interest On Sav Rev And Expnss | $335 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $335 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $91,773 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,773 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $85,798 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $802,522 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,798 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $170 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $178,076 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $177,906 | 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 | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,203 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,203 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,000 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,203 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,703 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $252,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $252,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $297,703 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,703 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $261,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$119,627 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $141,203 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $53,388 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $119,916 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $119,916 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,828,766 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,678,367 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,092,412 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,649,151 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,613,395 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,544,366 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,531,305 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,411,678 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,756,694 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,531,305 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,411,678 | 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 | $3,531,305 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,411,678 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,531,305 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,411,678 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,531,305 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$119,627 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,411,678 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,411,678 | 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 | $746,345 | $716,724 | $29,621 | $29,621 | |
| CAPITAL GAINS DIVIDENDS | $56,177 | $56,177 | $56,177 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,798 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,963 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,963 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,963 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $305 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,225 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,530 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,567 | OverpaymentAmt |
| Applied To ES Tax | $1,567 | 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 | $4,110,032 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,110,032 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,110,032 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,650 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,048,382 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $202,419 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $202,419 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,963 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,963 | TotalTaxAmt |
| Distributable Before Adj | $200,456 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $200,456 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $200,456 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $261,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $261,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $200,456 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $261,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $200,456 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,544 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $60,544 | 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 | $60,544 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $60,544 | 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 (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| JACQUELINE ROSA | ||||||
| 6030 SOUTH ELLIS AVENUE | CHICAGO | IL | 60637 | EDUCATION | $8,000 | |
| AIDAN SCHUTTER | ||||||
| 345 BOYER AVE | WALLA WALLA | WA | 99362 | EDUCATION | $6,000 | |
| LILLIAN FITZGERALD | ||||||
| 100 ORCHE POINT AVENUE | NEWPORT | RI | 02840 | EDUCATION | $6,000 | |
| SAMUEL ISLE | ||||||
| 505 ACHILLE RD | HAVERTOWN | PA | 19083 | EDUCATION | $6,000 | |
| AVA SEIFRED | ||||||
| 345 BOYER AVE | WALLA WALLA | WA | 99362 | EDUCATION | $6,000 | |
| MIKAYLA UTNEHMER | ||||||
| PO BOX 870412 | TEMPE | AZ | 85287 | EDUCATION | $6,000 | |
| CHASE MILLER | ||||||
| 9931 WILLOWS ROAD NE | REDMOND | WA | 98052 | EDUCATION | $6,000 | |
| PAIGE ST CLAIR | ||||||
| BURSARS OFFICE - 1244 BLOSSOM | COLUMBIA | SC | 29208 | EDUCATION | $5,000 | STREET SUITE 128 |
| NATHAN DRESEN | ||||||
| STUDENT ACCOUNTS OFFICE 1025 NORTH | MILWAUKEE | WI | 53202 | EDUCATION | $5,000 | BROADWAY |
| MEGAN TARNOWSKI | ||||||
| TWIN CITIES OFFICE OF STUDENT | MINNEAPOLIS | MN | 55455 | EDUCATION | $5,000 | FINANCE PLEASANT ST SE FISCAL UNIT |
| MEGAN ANDREWS | ||||||
| 333 EAST CAMPUS MALL 10501 | MADISON | WI | 537151383 | EDUCATION | $5,000 | |
| NICHOLAS LIPS | ||||||
| FINANCIAL AID SERVICES PO BOX 5838 | WINONA | MN | 55987 | EDUCATION | $5,000 | |
| OLIVIA ANDREWS | ||||||
| CASHIERS OFFICE HYER HALL ROOM 104 | WHITEWATER | WI | 53190 | EDUCATION | $5,000 | PO BOX 88 |
| SIDNEY SMITH | ||||||
| 1725 STATE STREET | LA CROSSE | WI | 54601 | EDUCATION | $5,000 | |
| MAGNUS ECKHOLM | ||||||
| 333 EAST CAMPUS MALL 10501 | MADISON | WI | 537151383 | EDUCATION | $5,000 | |
| LOGAN SERVIN | ||||||
| PO BOX 2900 | BLOOMINGTON | IL | 61702 | EDUCATION | $5,000 | |
| JUSTIN CECH | ||||||
| 333 EAST CAMPUS MALL 10501 | MADISON | WI | 537151383 | EDUCATION | $5,000 | |
| LAUREN PLESAC | ||||||
| TWIN CITIES OFFICE OF STUDENT | MINNEAPOLIS | MN | 55455 | EDUCATION | $5,000 | FINANCE PLEASANT ST SE FISCAL UNIT |
| SOPHIA SCHIFANO | ||||||
| STUDENT ACCOUNTS OFFICE 1025 NORTH | MILWAUKEE | WI | 53202 | EDUCATION | $5,000 | BROADWAY |
| SPENCER PABON | ||||||
| UWM CASHIERS OFFICE PO BOX 500 | MILWAUKEE | WI | 532010500 | EDUCATION | $5,000 | |
| MOLLY FITZGIBBON | ||||||
| 333 EAST CAMPUS MALL 10501 | MADISON | WI | 53715 | EDUCATION | $5,000 | |
| MEGAN VOS | ||||||
| CASHIERS OFFICE PO BOX 500 | MILWAUKEE | WI | 53201 | EDUCATION | $5,000 | |
| MICHAELA NELSON | ||||||
| STUDENT SERVICE CENTER 1401 PRESQUE | MARQUETTE | MI | 49855 | EDUCATION | $5,000 | ISLE AVENUE |
| TYLER JAMES | ||||||
| 100 N EAST AVENUE | WAUKESHA | WI | 53186 | EDUCATION | $5,000 | |
| CALEB FISHER | ||||||
| UWM CASHIERS OFFICE PO BOX 500 | MILWAUKEE | WI | 532010500 | EDUCATION | $5,000 | |
| ZACKARY BURKE | ||||||
| 121 GRAFF MAIN HALL 1725 STATE | LA CROSSE | WI | 54601 | EDUCATION | $5,000 | STREET |
| ALEXANDRIA BUERGER | ||||||
| CASHIERS OFFICE PO BOX 500 | MILWAUKEE | WI | 53201 | EDUCATION | $5,000 | |
| HANS PURISCH | ||||||
| 333 EAST CAMPUS MALL 10501 | MADISON | WI | 537151383 | EDUCATION | $5,000 | |
| GABRIELLA CAMPOS | ||||||
| 1000 EDGEWOOD COLLEGE DR | MADISON | WI | 53711 | EDUCATION | $5,000 | |
| CLAIRE YOUNG | ||||||
| 225 NORTH AVENUE NW UNIT 111 | ATLANTA | GA | 30332 | EDUCATION | $5,000 | |
| CLAIRE VOLK | ||||||
| TWIN CITIES OFFICE OF STUDENT | MINNEAPOLIS | MN | 55455 | EDUCATION | $5,000 | FINANCE PLEASANT ST SE FISCAL UNIT |
| JONATHAN MCLAUGHLIN | ||||||
| 333 EAST CAMPUS MALL 10501 | MADISON | WI | 53715 | EDUCATION | $5,000 | |
| CARSON AUBEY | ||||||
| 401 W KENNEDY BLVD | TAMPA | FL | 336061490 | EDUCATION | $5,000 | |
| BRITTNEY BENTHEIMER | ||||||
| OFFICE OF FINANCIAL AID SCHOLARSHIP | CEDAR FALLS | IA | 506140024 | EDUCATION | $5,000 | 105 GILCHRIST HALL |
| AYDEN GNEWUCH | ||||||
| 333 EAST CAMPUS MALL 10501 | MADISON | WI | 53715 | EDUCATION | $5,000 | |
| AVA SANDERSEN | ||||||
| CASHIERS OFFICE PO BOX 500 | MILWAUKEE | WI | 53201 | EDUCATION | $5,000 | |
| ANNIKA PURISCH | ||||||
| 333 EAST CAMPUS MALL 10501 | MADISON | WI | 53715 | EDUCATION | $5,000 | |
| ALONDRA AGUILAR | ||||||
| E 859 VIRGINIA STREET | RIALTO | CA | 92376 | EDUCATION | $5,000 | |
| KEIRA THURNBAUER | ||||||
| 3300 WEST CAMELBACK ROAD | PHOENIX | AZ | 85017 | EDUCATION | $5,000 | |
| ELANA DRESEN | ||||||
| PO BOX 5000 | EAU CLAIRE | WI | 547025000 | EDUCATION | $4,000 | |
| ADAM SEIFRED | ||||||
| HAUGE ADM BLDG RM 102 | TACOMA | WA | 98447 | EDUCATION | $4,000 | |
| KYLE GRACEY | ||||||
| TWIN CITIES OFFICE OF STUDENT | MINNEAPOLIS | MN | 55455 | EDUCATION | $4,000 | FINANCE PLEASANT ST SE FISCAL UNIT |
| JULIA TIGHE | ||||||
| 10065 NW 100TH PL | CLIVE | IA | 50325 | EDUCATION | $4,000 | |
| LUKE STELLING | ||||||
| 121 GRAFF MAIN HALL 1725 STATE | LA CROSSE | WI | 54601 | EDUCATION | $4,000 | STREET |
| KATHERINE HOGGATT | ||||||
| 333 EAST CAMPUS MALL 10501 | MADISON | WI | 537151383 | EDUCATION | $4,000 | |
| EDUARDO GNEWUCH | ||||||
| FINANCIAL AID OFFICE 800 ALGOMA | OSHKOSH | WI | 54901 | EDUCATION | $4,000 | BLVD |
| KENDALL JAMES | ||||||
| 333 EAST CAMPUS MALL 10501 | MADISON | WI | 537151383 | EDUCATION | $4,000 | |
| BENNETT WIEDENHOEFT | ||||||
| CASHIERS OFFICE HYER HALL ROOM 104 | WHITEWATER | WI | 53190 | EDUCATION | $4,000 | PO BOX 88 |
| SERINA BLASE | ||||||
| 1995 LUTHER CT | NEW ULM | MN | 56073 | EDUCATION | $4,000 | |
| DAVIS GREEN | ||||||
| CASHIERS OFFICE PO BOX 500 | MILWAUKEE | WI | 53201 | EDUCATION | $3,000 | |
| ANNA MITCHELL | ||||||
| STUDENT ACCOUNTING SERVICES 5 BUICK | BOSTON | MA | 02215 | EDUCATION | $3,000 | STREET SUITE 130 |
| JAKE SMITH | ||||||
| FINANCIAL AID OFFICE 800 ALGOMA | OSHKOSH | WI | 54901 | EDUCATION | $2,500 | BLVD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $252,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $335 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,773 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $85,798 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH ACTION SETTLEMENT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $170 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $178,076 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $178,076 | 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 | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD CORES PLUS BOND FUND | $398,305 | $369,187 |
| DODGE & COX INCOME FUND | $431,271 | $411,680 |
| FEDERATED ULTRASHORT BOND FUND | $257,099 | $259,193 |
| ISHARES TIPS BOND ETF | $68,559 | $73,303 |
| VANGUARD SHORT-TERM INVESTMENT GRADE FUND | $458,161 | $431,003 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED MICRO DEVICES INC | $16,507 | $15,115 |
| ALPHABET INC | $9,674 | $34,992 |
| ALTRIA GROUP INC | $16,223 | $13,158 |
| AMAZON.COM INC | $29,921 | $45,883 |
| ANHEUSER-BUSCH INBEV SA/NV | $13,839 | $13,385 |
| APPLE INC | $15,052 | $65,004 |
| AT&T INC | $19,118 | $16,245 |
| BANK OF AMERICA CORP | $20,794 | $27,048 |
| BAXTER INTERNATIONAL INC | $10,466 | $8,212 |
| BERKSHIRE HATHAWAY INC | $13,658 | $21,042 |
| BLACKROCK INC | $16,438 | $20,075 |
| CHEVRON CORP | $15,050 | $27,843 |
| CISCO SYSTEMS INC | $5,448 | $5,444 |
| COMCAST CORP | $7,600 | $12,382 |
| COSTCO WHOLESALE CORP | $14,823 | $35,185 |
| DELTA AIR LINE INC | $14,014 | $12,084 |
| DODGE & COX STOCK FUND | $96,293 | $104,322 |
| DUPONT DE NEMOURS INC | $11,571 | $9,185 |
| ELI LILY AND CO | $21,448 | $23,078 |
| ENBRIDGE INC | $15,546 | $17,972 |
| ENTERGY CORP | $11,974 | $11,513 |
| FREEPORT-MCMORAN INC | $11,550 | $12,620 |
| GOLDMANS SACHS GROUP INC | $13,858 | $21,670 |
| HOME DEPOT INC | $7,926 | $12,038 |
| ILLINOIS TOOL WORKS INC | $13,016 | $12,466 |
| INFINITY Q DIVERSIFIED ALPHA FUND | $47,545 | $143 |
| INFINITY Q DIVERSIFIED ALPHA SPECIAL RESERVE | $0 | $24,244 |
| INTERNATIONAL BUSINESS MACHINES CORP | $22,967 | $21,580 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | $38,004 | $33,900 |
| ISHARES MSCI EAFE ETF | $90,165 | $75,315 |
| JOHN HNCOCK FUNDS III - DISCIPLINED VALUE MID CAP FUND | $110,387 | $99,461 |
| JOHNSON & JOHNSON | $23,482 | $27,051 |
| JPMORGAN CHASE & CO | $12,126 | $12,690 |
| JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND | $18,496 | $19,169 |
| LOCKHEED MARTIN CORP | $25,421 | $26,898 |
| LULULEMON ATHLETICA INC | $6,216 | $9,315 |
| LYONDELLBASELL INDUSTRIES NV MATERIALS | $15,624 | $13,368 |
| MARRIOT INTERNATIONAL INC | $11,586 | $12,706 |
| MERGER FUND | $19,988 | $19,873 |
| MFS INTERNATIONAL GROWTH FUND | $46,125 | $66,767 |
| MICROSOFT CORP | $17,550 | $56,148 |
| MORGAN STANLEY | $9,925 | $19,389 |
| NEXTERA ENEGY INC | $11,988 | $18,588 |
| NVIDIA CORP | $15,575 | $29,061 |
| OAKMARK INTERNATIONAL FUND | $64,145 | $68,695 |
| PFIZER INC | $22,135 | $33,084 |
| PROLOGIS INC | $13,812 | $11,930 |
| REGENERON PHARMACEUTICALS INC | $16,459 | $14,542 |
| SALESFORCE.COM INC | $17,526 | $18,402 |
| SEGALL BRYANT & HAMILL SMALL CAP VALUE FUND | $58,060 | $52,080 |
| SIMON PROPERTY GROUP INC | $12,793 | $15,210 |
| T ROWE PRICE DIVIDEND GROWTH FUND INC | $74,877 | $104,634 |
| TARGET CORP | $11,450 | $11,437 |
| TEXAS INSTRUMENTS INC | $9,324 | $12,522 |
| THERMO FISHER SCIENTIFIC INC | $13,726 | $26,928 |
| TJX COS INC | $13,490 | $15,290 |
| UNION PACIFIC CORP | $6,696 | $9,092 |
| UNITEDHEALTH GROUP INC | $26,495 | $46,099 |
| VANGUARD INSTITUTIONAL INDEX FUND | $141,188 | $170,669 |
| VANGUARD MID-CAP INDEX FUND | $64,346 | $134,475 |
| VANGUARD REAL ESTATE ETF | $24,997 | $21,969 |
| VANGUARD SMALL-CAP INDEX FUND | $49,363 | $74,673 |
| VISA INC | $8,679 | $14,848 |
| WALMART INC | $10,158 | $17,827 |
| WALT DISNEY CO | $11,534 | $8,488 |
| WARNER BROS DISCOVERY INC | $5,383 | $4,498 |
| WASTE MANAGEMENT INC | $16,754 | $21,393 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH ACTION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $170 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $170 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $42,203 | Amt |
| Net Investment Income | $35,203 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,000 | DisbursementsCharitablePrpsAmt |