CULVERS VIP FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CULVERS VIP FOUNDATION INC (EIN 39-2042139)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202323129349102212
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T16:23:45-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7398 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537077398 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392042139 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CULVER'S FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CULV | BusinessNameControlTxt |
| Phone | 6086437980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1240 WATER STREET | AddressLine1Txt |
| City | PRAIRIE DU SAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53578 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEA CULVER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6086437980 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEA | PersonFirstNm |
| Person Last | CULVER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUSSELL L WOLFF CPA | PreparerPersonNm |
| PTIN | P00089483 | PTIN |
| Phone | 6082496622 | PhoneNum |
| Preparation | 2023-11-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,454,827 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,498,457 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19,894 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,894 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $61,642 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,642 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,235 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,573,594 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,235 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,587,228 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $88,771 | 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 | $10,020 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,010 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,790 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,137 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,137 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $52,885 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,844 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,042 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,147 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,634 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $594,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $584,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $671,042 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,147 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $616,134 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $916,186 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,624 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $349,129 | CashBOYAmt |
| Cash EOY | $255,308 | CashEOYAmt |
| Cash EOYFMV | $255,308 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,563,617 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,530,524 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,530,524 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $39,200 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $10,525 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $39,200 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $39,200 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $5,500 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,500 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,187,133 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,855,476 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,855,476 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $887,716 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $768,819 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $768,819 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,998,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,454,827 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,454,827 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $21,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $33,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $5,300 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $28,561 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $26,300 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $62,061 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,293,783 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,255,013 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $4,678,037 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $5,137,753 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,971,820 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,392,766 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,998,120 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,454,827 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,971,820 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $916,186 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,421 | OtherIncreasesAmt |
| Subtotal | $6,894,427 | SubtotalAmt |
| Other Decreases | $501,661 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,392,766 | 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 | $1,550,989 | $1,566,359 | -$15,370 | -$15,370 | |
| CAPITAL GAINS DIVIDENDS | $22,605 | $22,605 | $22,605 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,235 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $968 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $968 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $968 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,692 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,692 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,724 | OverpaymentAmt |
| Applied To ES Tax | $2,724 | 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 | WWW.CULVERSFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE BERKEVICH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6086437980 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1240 WATER STREET | AddressLine1Txt |
| City | PRAIRIE DU SAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53578 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| LEOLA CULVER | ||||||||
| 1240 WATER STREET | PRAIRIE DU SAC | WI | 53578 | PRESIDENT & DIRECTOR | 4.00 | $0 | $0 | $0 |
| NETTIE STENBERG | ||||||||
| 1240 WATER STREET | PRAIRIE DU SAC | WI | 53578 | VP, SECRETARY & DIRECTOR | 15.00 | $0 | $0 | $0 |
| STEVE ANDERSON | ||||||||
| 1240 WATER STREET | PRAIRIE DU SAC | WI | 53578 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JULIE FUSSNER | ||||||||
| 1240 WATER STREET | PRAIRIE DU SAC | WI | 53578 | DIRECTOR | 0.25 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CULVER'S FOUNDATION'S SCHOLARSHIP PROGRAM HELPS TEAM MEMBERS REACH THEIR DREAMS. THE PROGRAM PROVIDES ASSISTANCE TO THOSE WANTING TO ACHIEVE THEIR GOAL OF EARNING A COLLEGE OR TECHNICAL DEGREE. SINCE THE PROGRAM BEGAN IN 1993, THE SCHOLARSHIP PROGRAM HAS PROVIDED OVER $6 MILLION IN SCHOLARSHIP TO OVER 4,000 TEAM MEMBERS. DURING 2022, THE FOUNDATION AWARDED SCHOLARSHIPS TO 78 TEAM MEMBERS. | Description1Txt |
| Expenses1 | $388,000 | Expenses1Amt |
| Description2 | THE GOALS OF CULVER'S FOUNDATION ARE TO ENSURE PEOPLE IN OUR COMMUNITIES HAVE ACCESS TO BASIC NEEDS, TO PROMOTE THE DEVELOPMENT OF OUR YOUTH AND THEIR FAMILIES AND TO GIVE LOCALLY IN COMMUNITIES, INCLUDING CULVER'S HOMETOWN OF SAUK CITY, WISCONSIN. | Description2Txt |
| Expenses2 | $196,500 | Expenses2Amt |
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 | $2,730,410 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,459,754 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,190,164 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,190,164 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,852 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,097,312 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $304,866 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $304,866 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $968 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $968 | TotalTaxAmt |
| Distributable Before Adj | $303,898 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $6,421 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $310,319 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $310,319 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $616,134 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $616,134 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $310,319 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $59,491 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $538,906 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $518,896 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $478,647 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $608,476 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,204,416 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $616,134 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $310,319 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $305,815 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,510,231 | 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 | $59,491 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,450,740 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $538,906 | ExcessFromYear4Amt |
| Excess From Year3 | $518,896 | ExcessFromYear3Amt |
| Excess From Year2 | $478,647 | ExcessFromYear2Amt |
| Excess From Year1 | $608,476 | ExcessFromYear1Amt |
| Excess From Current Year | $305,815 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LEOLA CULVER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALMA COLLEGE | ||||||||
| 614 W SUPERIOR ST | ALMA | MI | 48801 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| AMERICAN RED CROSS | ||||||||
| 4860 SHEBOYGAN AVENUE | MADISON | WI | 53705 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| AMERICAS CHARITIES | ||||||||
| 14200 PARK MEADOW DRIVE SUITE 330S | CHANTILLY | VA | 20151 | NONE | PC | TO SUPPORT CULVER'S TEAM MEMBER DISASTER ASSISTANCE FUND | $50,000 | |
| APPALACHIAN STATE UNIVERSITY | ||||||||
| 287 RIVERS ST | BOONE | NC | 28608 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| ARIZONA STATE UNIVERSITY | ||||||||
| PO BOX 870412 | TEMPE | AZ | 852870412 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| ASSET BUILDERS | ||||||||
| 1213 NORTH SHERMAN AVE 195 | MADISON | WI | 53704 | NONE | PC | TO SUPPORT FINANCIAL LITERACY AND COLLEGE READINESS PROGRAM | $4,500 | |
| CALVIN UNIVERSITY | ||||||||
| 3201 BURTON ST SE | GRAND RAPIDS | MI | 49546 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $10,000 | |
| CARLETON COLLEGE | ||||||||
| 1 N COLLEGE ST | NORTHFIELD | MN | 55057 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| CEDARVILLE UNIVERSITY | ||||||||
| 251 N MAIN STREET | CEDARVILLE | OH | 45314 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| CHRISTENDOM COLLEGE | ||||||||
| 134 CHRISTENDOM DR | FRONT ROYAL | VA | 22630 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| COLUMBIA COLLEGE CHICAGO | ||||||||
| 600 S MICHIGAN AVE | CHICAGO | IL | 60605 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| CONCORDIA UNIVERSITY WISCONSIN | ||||||||
| 12800 N LAKE SHORE DRIVE | MEQUON | WI | 53097 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| DORDT UNIVERSITY | ||||||||
| 498 4TH AVE NE | SIOUX CENTER | IN | 51250 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| EASTER SEALS WISCONSIN | ||||||||
| 8001 EXCELSIOR DRIVE SUITE 200 | MADISON | WI | 53717 | NONE | PC | TO HELP FUND CAMPING EXPERIENCES FOR CHILDREN WITH DISABILITIES | $5,000 | |
| FERRIS STATE UNIVERSITY | ||||||||
| 1201 S STATE CFS 101 | BIG RAPIDS | MI | 49307 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| FIRST TEE-SOUTH CENTRAL WI | ||||||||
| 5501 SCHROEDER ROAD SUITE 100 | MADISON | WI | 53711 | NONE | PC | TO HELP SUPPORT THE FIRST TEE OF SOUTH CENTRAL WISCONSINS LEARNING CENTER PROGRAMMING | $15,000 | |
| FRIENDS OF PBS WISCONSIN | ||||||||
| 821 UNIVERSITY AVE | MADISON | WI | 53706 | NONE | PC | TO SUPPORT BROADCASTING SERVICES OF PBS | $5,000 | |
| GEORGE CULVER COMMUNITY LIBRARY | ||||||||
| 615 PHILLIPS BLVD | SAUK CITY | WI | 53583 | NONE | PC | GENERAL LIBRARY SUPPORT | $2,500 | |
| GEORGIA INSTITUTE OF TECHNOLOGY | ||||||||
| 172 4TH ST NW | ATLANTA | GA | 30313 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| GIGI'S PLAYHOUSE-MADISON | ||||||||
| 4104 MONONA DRIVE | MADISON | WI | 53716 | NONE | PC | TO HELP SUPPORT VIRTUAL AND IN-PERSON SPEECH AND LANGUAGE SERVICES FOR CHILDREN WITH DOWN SYNDROME | $5,000 | |
| GOOD NEIGHBOR CLINIC | ||||||||
| 95 LINCOLN AVENUE | PRAIRIE DU SAC | WI | 53578 | NONE | PC | TO SUPPORT THE COSTS ASSOCIATED WITH CARRYING OUT THEIR MISSION | $10,000 | |
| GOODMAN COMMUNITY CENTER | ||||||||
| 214 WAUBESA ST | MADISON | WI | 53704 | NONE | PC | TO COVER COSTS WHERE THE NEED IS THE GREATEST | $10,000 | |
| GRAND CANYON UNIVERSITY | ||||||||
| 100 AREND AND NANCY LUBBERS STUDENT | PHOENIX | AZ | 850611590 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | SERVICES |
| GUSTAVUS ADOLPHUS COLLEGE | ||||||||
| 800 W COLLEGE AVENUE | SAINT PETER | MN | 56082 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| INDIANA UNIVERSITY-PURDUE UNIVERSITY INDIANAPOLIS | ||||||||
| PO BOX 6035 | INDIANAPOLIS | IN | 46206 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| IOWA STATE UNIVERSITY | ||||||||
| 2433 UNION DR | AMES | IN | 50011 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| JEFF HICKEN HORTICULTURAL LEARNING CENTER | ||||||||
| PO BOX 41 | SAUK CITY | WI | 53583 | NONE | PC | TO SUPPORT HORTICULTURE LEARNING CENTER COLLABORATION BETWEEN SP FFA AND THE SCHOOL DISTRICT | $5,000 | |
| JUDSON UNIVERSITY | ||||||||
| 1151 NORTH STATE STREET | ELGIN | IL | 60123 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| KIDS RANCH | ||||||||
| PO BOX 219 | BARABOO | WI | 53913 | NONE | PC | TO HELP SUPPORT THE KIDS RANCH SUMMER FAMILY CAMP | $10,000 | |
| LIBERTY UNIVERSITY | ||||||||
| PO BOX 10425 | LYNCHBURG | VA | 24506 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| LIVING LANDS & WATERS | ||||||||
| 17624 ROUTE 84 NORTH | EAST MOLINE | IL | 61244 | NONE | PC | TO HELP SUPPORT THEIR MISSION: TO AID IN THE PROTECTION, PRESERVATION AND RESTORATION OF THE NATURAL ENVIRONMENT OF THE NATION'S MAJOR RIVERS AND THEIR WATERSHEDS. | $1,000 | |
| MARQUETTE UNIVERSITY | ||||||||
| 1250 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| MICHIGAN TECHNOLOGICAL UNIVERSITY | ||||||||
| 1400 TOWNSEND DRIVE | HOUGHTON | MI | 49931 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $10,000 | |
| MINNESOTA STATE UNIVERSITY MANKATO | ||||||||
| 120 WIGLEY ADMINISTRATION CENTER | MANKATO | MN | 56001 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| MONMOUTH COLLEGE | ||||||||
| 700 E BROADWAY | MONMOUTH | IL | 61462 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| NORTH CAROLINA STATE UNIVERSITY | ||||||||
| 248 FOXHALL | RALEIGH | NC | 27695 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| NORTHWEST MISSOURI STATE UNIVERSITY | ||||||||
| 800 UNIVERSITY DRIVE | MARYVILLE | MO | 64468 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 2245 SHERIDAN RD | EVANSTON | IL | 60201 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| OHIO STATE UNIVERSITY COLUMBUS CAMPUS | ||||||||
| CHUBB HALL 010 | ATHENS | OH | 45701 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| OLIVET NAZARENE UNIVERSITY | ||||||||
| ONE UNIVERSITY AVENUE | BOURBONNAIS | IL | 60914 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| PURDUE UNIVERSITY | ||||||||
| 610 PURDUE MALL | WEST LAFFAYETTE | IN | 47907 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $10,000 | |
| RIDGEWATER COLLEGE | ||||||||
| 2101 15TH AVE NW | WILLMAR | MN | 56201 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| SAINT LOUIS UNIVERSITY | ||||||||
| 1 N GRAND BLVD | SAINT LOUIS | MO | 63103 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| SAUK PRAIRIE AREA FOOD PANTRY | ||||||||
| PO BOX 652 821 INDUSTRY ROAD | SAUK CITY | WI | 53583 | NONE | PC | TO HELP SUPPORT THEIR MISSION OF CARING FOR THOSE IN NEED | $10,000 | |
| SAUK PRAIRIE DOLLARS FOR SCHOLARS | ||||||||
| PO BOX 24 | PRAIRIE DU SAC | WI | 53578 | NONE | PC | SCHOLARSHIPS | $5,000 | |
| ST NORBERT COLLEGE | ||||||||
| 100 GRANT STREET | DE PERE | WI | 54115 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $10,000 | |
| ST VINCENT DE PAUL OF SAUK PRAIRIE | ||||||||
| 815 19TH ST | PRAIRIE DU SAC | WI | 53578 | NONE | PC | TO COVER COSTS WHERE THE NEED IS THE GREATEST | $10,000 | |
| TAYLOR UNIVERSITY | ||||||||
| 1846 MAIN STREET | UPLAND | IN | 46989 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| THE CHILDREN'S CHARITY OF WI | ||||||||
| 12425 KNOLL ROAD SUITE 120 | ELM GROVE | WI | 53122 | NONE | PC | TO HELP SUPPORT CHATTER MATTERS COMMUNICATION CAMP | $5,000 | |
| TRUMAN STATE UNIVERSITY | ||||||||
| 100 EAST NORMAL | KIRKSVILLE | MO | 63501 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $10,000 | |
| UNIVERSITY OF ALABAMA | ||||||||
| 533 6TH AVE | TUSCALOOSA | AL | 35401 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| UNIVERSITY OF ARIZONA | ||||||||
| 1401 E UNIVERSITY BLVD | TUCSON | AZ | 85721 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| UNIVERSITY OF CINCINNATI | ||||||||
| PO BOX 210140 | CINCINNATI | OH | 452210140 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| UNIVERSITY OF FLORIDA | ||||||||
| BURSAR S113 CRISER HALL | GAINESVILLE | FL | 326114050 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| UNIVERSITY OF ILLINOIS AT URBANA-CHAMPAIGN | ||||||||
| 620 EAST JOHN STREET | CHAMPAIGN | IL | 61820 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $15,000 | |
| UNIVERSITY OF IOWA | ||||||||
| 213 UNIVERSITY HOSPITAL SCHL | IOWA CITY | IN | 52242 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| UNIVERSITY OF MARY | ||||||||
| 505 S 7TH ST | BISMARCK | ND | 58504 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $10,000 | |
| UNIVERSITY OF NORTHERN IOWA | ||||||||
| 105 GILCHRIST HALL | CEDAR FALLS | IA | 50614 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| UNIVERSITY OF SAN DIEGO | ||||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| 3551 TROUSDALE PKWY | LOS ANGELES | CA | 90089 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| UNIVERSITY OF WISCONSIN-EAU CLAIRE | ||||||||
| 105 GARFIELD AVE | EAU CLAIRE | WI | 54701 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $10,000 | |
| UNIVERSITY OF WISCONSIN-LA CROSSE | ||||||||
| 1725 STATE ST | LACROSSE | WI | 54601 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $10,000 | |
| UNIVERSITY OF WISCONSIN-MADISON | ||||||||
| 333 EAST CAMPUS MALL 10501 | MADISON | WI | 53715 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $58,000 | |
| UNIVERSITY OF WISCONSIN-OSHKOSH | ||||||||
| DEMPSEY 236 800 ALGOMA BLVD | OSHKOSH | WI | 54901 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| UNIVERSITY OF WISCONSIN-PLATTEVILLE | ||||||||
| 236 BRIGHAM HALL | PLATTEVILLE | WI | 538183099 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $10,000 | |
| UNIVERSITY OF WISCONSIN-RIVER FALLS | ||||||||
| 410 S 3RD STREET | RIVER FALLS | WI | 54022 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $10,000 | |
| UNIVERSITY OF WISCONSIN-STEVENS POINT | ||||||||
| 1108 FREMONT ST RM 003 SSC | STEVENS POINT | WI | 54481 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| UNIVERSITY OF WISCONSIN-WHITEWATER | ||||||||
| HYER HALL ROOM 104 | WHITEWATER | WI | 53190 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $10,000 | |
| VALPARAISO UNIVERSITY | ||||||||
| 1700 CHAPEL DR | VALPARAISO | IN | 46383 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| WI 4-H FOUNDATION | ||||||||
| 702 LANGDON ST | MADISON | WI | 53706 | NONE | PC | TO SUPPORT UNDER-SERVED YOU DEVELOPMENT PROGRAMMING | $10,000 | |
| WI ADAPTIVE SPORTS ASSOC | ||||||||
| 715 TALON TRAIL | BROOKFIELD | WI | 53045 | NONE | PC | TO HELP SUPPORT WASA'S ADAPTIVE OUTREACH PROGRAM | $5,000 | |
| WILLIAM JEWELL COLLEGE | ||||||||
| 500 COLLEGE HILL BOX 2005 | LIBERTY | MO | 64068 | NONE | I | SCHOLARSHIP(S) FOR RECIPIENT(S) PAID DIRECTLY TO SCHOOL | $5,000 | |
| WRA EDUCATION FOUNDATION | ||||||||
| 2801 FISH HATCHERY RD | MADISON | WI | 53713 | NONE | PC | PROSTART PROGRAM/PSI-NPSI AND MANAGEMENT SPONSORSHIP | $18,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $584,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BADGER CHILDHOOD CANCER NETWORK | |||||||
| 2215 ATWOOD AVENUE | MADISON | WI | 53704 | NONE | PC | TO HELP SUPPORT FINANCIAL ASSISTANCE PROGRAM | $15,000 |
| WRA EDUCATION FOUNDATION | |||||||
| 2801 FISH HATCHERY RD | MADISON | WI | 53713 | NONE | PC | PROSTART PROGRAM/PSI-NPSI AND MANAGEMENT SPONSORSHIP | $18,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $33,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,894 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,642 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,235 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $88,771 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $88,771 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (23 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CULVER FRANCHISING SYSTEM INC | ||||||
| 1 | 1240 WATER STREET | PRAIRIE DU SAC | WI | 53578 | $423,000 | Yes (X) |
| CULVER'S OF LACROSSE | ||||||
| 2 | 4101 MORMON COULEE RD | LA CROSSE | WI | 54601 | $5,000 | Yes (X) |
| CULVER'S OF BELOIT | ||||||
| 3 | 2676 CRANSTON ROAD | BELOIT | WI | 53511 | $5,000 | Yes (X) |
| LAUDEDA ENTERPRISES | ||||||
| 4 | 14755 S ROBERT TRL | ROSEMOUNT | MN | 55068 | $5,000 | Yes (X) |
| BOELTER COMPANIES | ||||||
| 5 | 4200 N PORT WASHINGTON ROAD | GLENDALE | WI | 53212 | $5,500 | Yes (X) |
| CAMPBELL CONSTRUCTION | ||||||
| 6 | 810 SWAN DRIVE UNIT A | MUKWONAGO | WI | 53149 | $5,250 | Yes (X) |
| CLASSIC MIX | ||||||
| 7 | 601 S COMMERCIAL ST | NEENAH | WI | 54956 | $35,000 | Yes (X) |
| DMA | ||||||
| 8 | 1515 E WOODFIELD RD SUITE 820 | SCHAUMBURG | IL | 60173 | $84,000 | Yes (X) |
| ECOLAB INC | ||||||
| 9 | 655 LONE OAK DRIVE BLDG D 2ND FLOOR | EAGAN | MN | 55121 | $15,000 | Yes (X) |
| ECONOPRINT | ||||||
| 10 | 330 LOCUST DRIVE | VERONA | WI | 53593 | $5,125 | Yes (X) |
| GORDON FOOD SERVICE | ||||||
| 11 | 1300 GEZON PARKWAY SW | WYOMING | MI | 49509 | $57,475 | Yes (X) |
| J&B GROUPWW JOHNSON MEAT COMPANY | ||||||
| 12 | 2001 EAST 24TH STREET | MINNEAPOLIS | MN | 55404 | $188,954 | Yes (X) |
| KRAFT HEINZ | ||||||
| 13 | 3956 STONE MOUNTAIN | THE COLONY | TX | 75056 | $5,000 | Yes (X) |
| LEER INC | ||||||
| 14 | PO BOX 206 | NEW LISBON | WI | 53950 | $5,250 | Yes (X) |
| MASTERSON FOODS | ||||||
| 15 | 4023 W NATIONAL AVENUE | MILWAUKEE | WI | 53215 | $17,625 | Yes (X) |
| MCCON BUILDING CORPORATION | ||||||
| 16 | PO BOX 247 | HIGHLAND | WI | 53543 | $6,725 | Yes (X) |
| MONOGRAM FOODS | ||||||
| 17 | 530 OAK COURT DR SUITE 400 | MEMPHIS | TN | 38117 | $256,740 | Yes (X) |
| PEPSI COLA | ||||||
| 18 | 555 W MONROE ST 04-08 | CHICAGO | IL | 60661 | $225,203 | Yes (X) |
| SPRINGER MOUNTAIN FARMS | ||||||
| 19 | PO BOX 558 | BALDWIN | GA | 30511 | $5,000 | Yes (X) |
| TOOLS OF MARKETING | ||||||
| 20 | 1195 SYCAMORE ST | SAUK CITY | WI | 53583 | $10,119 | Yes (X) |
| VIENNA BEEF LTD | ||||||
| 21 | 2501 N DAMEN AVE | CHICAGO | IL | 60647 | $5,125 | Yes (X) |
| WEST BEND COMMUNITY FOUNDATION | ||||||
| 22 | 101 W PLEASANT ST SUITE 210 | MILWAUKEE | WI | 53212 | $5,000 | Yes (X) |
| THEODORE P GALLOWAY | ||||||
| 23 | 744 S PARK AVE | NEENAH | WI | 54956 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,020 | Amt |
| Net Investment Income | $5,010 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,790 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY U.S. BOND INDEX FUND | $333,392 | $333,392 |
| LORD ABBETT INFLATION FOCUSED I | $35,166 | $35,166 |
| PIMCO INCOME FUND I | $141,240 | $141,240 |
| VANGUARD MORTGAGE-BACKED SECURITIES INDEX | $42,263 | $42,263 |
| ISHARES CORE 1-5 YEAR BOND ETF | $159,707 | $159,707 |
| ISHARES HIGH YIELD CORPORATE BOND ETF | $27,659 | $27,659 |
| VANGUARD EMERGING MARKETS GOVT BOND ETF | $29,392 | $29,392 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WILLIAM BLAIR SMALL CAP VALUE | $153,673 | $153,673 |
| DODGE & COX STOCK FUND CLASS I | $162,897 | $162,897 |
| AMERICAN FUNDS EUROPACIFIC FUND | $85,587 | $85,587 |
| GLENMEDE SECURED OPTIONS I | $249,289 | $249,289 |
| VANGUARD LARGE CAP INDEX ADM | $398,651 | $398,651 |
| VANGUARD MID CAP INDEX ADMIRAL | $101,827 | $101,827 |
| OAKMARK INTERNATIONAL R6 | $90,579 | $90,579 |
| DWS RREEF REAL ASSETS STRATEGY | $156,793 | $156,793 |
| ARGA EMERGING MARKETS VALUE FUND | $85,517 | $85,517 |
| VANGUARD DIVIDEND APPRECIATION | $279,708 | $279,708 |
| CONESTOGA SMALL CAP INST | $90,955 | $90,955 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON SECURITIES | Desc |
| Amt | $501,661 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES - FILING FEES, BANK/CREDIT CARD FEES | $2,560 | $0 | $2,560 |
| SPECIAL EVENTS - SCHOLARSHIP PROGRAM DIRECT EXPENSE | $22,524 | $0 | $20,771 |
| OUSIDE SERVICES | $23,247 | $0 | $0 |
| LICENSES AND PERMITS | $115 | $0 | $115 |
| EQUIPMENT RENTAL | $777 | $0 | $777 |
| OFFICE SUPPLIES | $3,662 | $0 | $3,621 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERIES FROM SCHOLARSHIP FORFEITURES | Desc |
| Amt | $6,421 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SCHOLARSHIPS PAYABLE | $3,000 | $0 |
| ADMINISTRATIVE EXPENSES PAYABLE | $2,300 | $28,561 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT SERVICES | CategoryTxt |
| Amt | $14,137 | Amt |
| Net Investment Income | $14,137 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |