2019-03-15T13:51:24-05:00 2018-04-30 263397213 EICHSTAEDT CPA & ACCOUNTING LLC 1200 HOSFORD ST STE 106 HUDSON WI 540169316 990PF 2017-05-01 396043312 WILLIAM H PHIPPS FOUNDATION WILL 6126556050 PO BOX 653 HUDSON WI 54016 JOHN CLYMER PRESIDENT&TREASURER 6123436561 2019-03-15 true KAY EICHSTAEDT P00492467 7153865166 2019-03-15 167.68.16.49 2019-03-15 13:51:24 CD P B5AF86BE4C7E2721889D34699BB1C63A1848B6CE BB858BA31F04699E906BF4765556342F31FF276D 2017 2019-02-21 02:37:17Z X 6890417 X X 37624 37624 37624 139040 139040 139040 250277 1040695 69520 426941 246184 176664 29469 12996 16473 2953 1476 1477 32422 14472 17950 285500 285500 317922 14472 303450 109019 231712 176664 453974 242718 242718 2412884 2640944 2682550 1893915 1968711 1942267 1599653 1617072 2022882 6360426 6469445 6890417 0 X 6360426 6469445 6360426 6469445 6360426 6469445 6360426 109019 6469445 6469445 69520 false 286101 4093567 0.069890 330909 4010273 0.082515 248051 4583669 0.054116 379114 6677455 0.056775 290827 5758095 0.050508 0.313804 0.062761 4375447 274607 2317 276924 303450 X 2317 2317 2317 X 60 2377 false false false false false false false true true WI true false false false false true N/A JOHN CLYMER 6126556050 829 THIRD STREET 829 THIRD STREET HUDSON WI 54016 false false false false false false false false false false false false false false false false false false false KEN HEISER 100 PROEHLS TRAIL HUDSON WI 54016 DIRECTOR 000.00 0 0 0 JOHN CLYMER 829 THIRD STREET HUDSON WI 54016 PRESIDENT&TR 000.00 0 0 0 ERIC G JOHNSON 205 STATION CIRCLE N HUDSON WI 54016 DIRECTOR 000.00 0 0 0 MONICA WEEKES 342 N COVE RD 342 N COVE RD HUDSON WI 54016 SECRETARY&TR 000.00 0 0 0 CHARLES HUNTLEY 601 MALLALIEU DRIVE HUDSON WI 54016 DIRECTOR 000.00 0 0 0 JILL BURCHILL 314 N COVE RD HUDSON WI 54016 DIRECTOR 000.00 0 0 0 NONE NONE N/A 2278640 146542 2016896 4442078 4442078 66631 4375447 218772 218772 2317 2317 216455 216455 216455 303450 303450 2317 301133 216455 6613 49453 23690 134847 84865 299468 303450 216455 86995 386463 0 6613 379850 49453 23690 134847 84865 86995 WILLIAM H PHIPPS FOUNDATION PO BOX 653 HUDSON WI 54016 7153863352 APPLICATIONS FOR GRANTS MAY BE SUBMITTED IN THE FORM OF A LETTER OUTLINING THE NATURE OF THE REQUEST AND A COPY OF THE APPLICANT'S INTERNAL REVENUE SERVICE EXEMPTION LETTER. NO SUBMISSION DEADLINES FOUNDATION AWARDS ARE LIMITED TO PROMOTING AND ADMINISTERING CHARITABLE, BENEVOLENT, EDUCATIONAL AND RELIGIOUS AIM AND THE PROMOTION OF CULTURAL ADVANTAGES WITHIN THE STATE OF WISCONSIN, AND PARTICULARLY ST CROIX COUNTY, WISCONSIN. THE AWARDS THAT ARE GIVEN TO MINNESOTA ORGANIZATIONS ARE FOR SPECIFIC ACTIVITIES WITHIN WISCONSIN AND PARTICULARLY ST CROIX COUNTY. THE FOUNDATION MAY MAKE GRANTS TO THE HUDSON WISCONSIN AREA SCHOOL DISTRICT FOR SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS. HUDSON AREA BACKPACK PROGRAM HUDSON AREA BACKPACK PROGRAM PO BOX 491 PO BOX 491 HUDSON WI 54016 PUBLIC CHAR PROGRAM EXPENSES 5000 GIRL SCOUTS RIVER VALLEYS GIRL SCOUTS RIVER VALLEYS 400 ROBERT STREET S 400 ROBERT STREET S ST PAUL MN 55107 PUBLIC CHAR SUPPORT CHILDREN 5000 HUDSON SR HIGH SCHOOL HUDSON SR HIGH SCHOOL 1501 VINE ST 1501 VINE ST HUDSON WI 54016 PUBLIC CHAR EDUCATION 15000 NORTHERN STAR COUNCIL OF BSA NORTHERN STAR COUNCIL OF BSA 393 MARSHALL AVE 393 MARSHALL AVE ST PAUL MN 55102 PUBLIC CHAR OPERATING 5000 OPERATION HELP OPERATION HELP 502 CTY RD UU 502 CTY RD UU HUDSON WI 54016 PUBLIC CHAR COMMUNITY NEEDS 20000 PHIPPS CENTER FOR THE ART PHIPPS CENTER FOR THE ARTS 1ST LOCUST 1ST LOCUST HUDSON WI 54016 PUBLIC CHAR ANNUAL SUPPORT 180000 YOUTH ACTION HUDSON YOUTH ACTION HUDSON 911 4TH ST 218 911 4TH ST 218 HUDSON WI 54016 PUBLIC CHAR PROGRAM SUPPORT 10000 MINNESOTA ORCHESTRA MINNESOTA ORCHESTRA 1111 NICOLLET MALL 1111 NICOLLET MALL MINNEAPOLIS MN 55403 PUBLIC CHAR PROGRAM SUPPORT 10000 TURNINGPOINT TURNINGPOINT 117 N MAIN ST 117 N MAIN ST RIVER FALLS WI 54022 PUBLIC CHAR PROGRAM SUPPORT 15000 HUDSON SAFE HUDSON SAFE 1501 VINE STREET 1501 VINE STREET HUDSON WI 54016 PUBLIC CHAR PROGRAM SUPPORT 4000 ST CROIX VALLEY CMMTY FOUNDATION ST CROIX VALLEY CMMTY FOUNDATION 516 2ND ST 516 2ND ST HUDSON WI 54016 PUBLIC CHAR PROGRAM EXPENSES 2500 ST CROIX CNTY HISTORICAL SOCIETY ST CROIX CNTY HISTORICAL SOCIETY 1004 3RD ST 1004 3RD ST HUDSON WI 54016 PUBLIC CHAR PROGRAM EXPENSES 4000 ST CROIX VALLEY SART ST CROIX VALLEY SART 1343 N MAIN ST 1343 N MAIN ST RIVER FALLS WI 54022 PUBLIC CHAR PROGRAM EXPENSES 10000 285500 37624 139040 250277 426941 426941 false false false false false false false false false false T ROW PRICE EQUTY INCM FUND PURCHASE 2017-09 32094 30049 2045 ISHARES MSCI EAFE ETF PURCHASE 2017-09 393309 311623 81686 ISHARES MSCI AEFE SMALL CAP ETF PURCHASE 2017-09 24987 15976 9011 T ROW PRICE EQTY INCM FUND PURCHASE 2017-09 270215 180143 90072 WELLS FARGO BK N 1.4% PURCHASE 2017-06 34978 35025 -47 ROYAL BANK OF CANADA 2014-08 PURCHASE 2017-06 24975 24975 CVS HEALTH CORP 3.875% PURCHASE 2017-07 31446 32054 -608 OK STATE CAP IMPT 4.09% 2014-09 PURCHASE 2017-07 25000 25000 HOUSTON TX ARPT 1.916% 2014-08 PURCHASE 2018-01 25000 25000 VISA INC 2.8% 2017-04 PURCHASE 2018-02 34574 35550 -976 HONOLULU CITY 2.968% 2015-07 PURCHASE 2018-02 25358 25014 344 AMERICAN EXPRESS 2.25% 2014-08 PURCHASE 2018-02 24843 25001 -158 CHEVRON CORP 2015-05 PURCHASE 2018-03 24396 25008 -612 FIXED INCOME BONDS FIXED INCOME BONDS-ADD'L BASIS BOND FUNDS 730630 743255 FIXED INCOME 6638 1238081 1199012 PENDING TRANSACTION AT 4/30/17 CORPORATE EQUITY INVESTMENTS 2385725 2682550 STOCKS-ADD'L BASIS 255219 ETFS AT COST 1279744 2022882 ETFS ADD'L BASIS AT COST 286668 ADD'L BASIS AT COST 50660 MANAGEMENT FEES/SCHWAB 8191 18322 9161 9161 MANAGEMENT FEES/SCWAB 6638 7671 3835 3836 PROFESSIONAL FEES 3476 3476 FOREIGN TAX 2953 1476 1477 INCOME TAX