2016-03-15T02:27:09-05:00 2015-04-30 263397213 EICHSTAEDT CPA & ACCOUNTING LLC 1200 HOSFORD ST STE 106 HUDSON WI 540169316 990PF 2014-05-01 396043312 WILLIAM H PHIPPS FOUNDATION WILL 6126556050 PO BOX 653 HUDSON WI 54016 JOHN CLYMER SECRETARY 6126556050 2015-12-10 true KAY EICHSTAEDT P00492467 7153865166 2016-03-15 2014 2016-08-17 19:52:53Z X 6951354 X X 47113 47113 47113 153062 153062 153062 -3162 2240751 53305 197013 253480 200175 1540 770 770 21676 9298 12378 4628 2314 2314 27844 12382 15462 235000 235000 262844 12382 250462 -65831 241098 200175 336634 368682 368682 2882283 2926462 3097395 1662496 1605438 1638865 1780947 1695947 1846412 6662360 6596529 6951354 0 X 6662360 6596529 6662360 6596529 6662360 6596529 6662360 -65831 6596529 6596529 53305 false 379114 6677455 0.056775 290827 5758095 0.050508 291593 6567074 0.044402 381069 6744721 0.056499 381459 6165364 0.061871 0.270055 0.054011 4583669 247569 2411 249980 250462 X 2411 2411 2411 X 49 2460 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 FREDERICK E NAGEL 1312 WISCONSIN ST APT 120 1312 WISCONSIN ST APT 120 HUDSON WI 54016 DIR & PRES 1.00 0 0 0 KEN HEISER 100 PROEHLS TRAIL HUDSON WI 54016 DIRECTOR 1.00 0 0 0 JOHN CLYMER 829 THIRD STREET HUDSON WI 54016 DIR & SEC & 1.00 0 0 0 KITTY RHOADES 708 FOURTH STREET HUDSON WI 54016 DIRECTOR 1.00 0 0 0 MONICA WEEKES 342 N COVE RD 342 N COVE RD HUDSON WI 54016 DIRECTOR 1.00 0 0 0 CHARLES HUNTLEY 601 MALLALIEU DRIVE HUDSON WI 54016 DIRECTOR 1.00 0 0 0 NONE NONE N/A 2523154 198842 1931475 4653471 4653471 69802 4583669 229183 229183 2411 2411 226772 226772 226772 250462 250462 2411 248051 226772 78297 57559 6613 49453 191922 250462 226772 23690 215612 0 78297 137315 57559 6613 49453 23690 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. FREE CLINIC OF PIERCE AND ST CROIX FEE CLINIC OF PIERCE AND ST CROIX COUNTIES MAIN STREET MAIN STREET RIVER FALLS WI 54022 PUBLIC CHAR HEALTH SERVICES 15000 GIRL SCOUTS RIVER VALLEYS GIRL SCOUTS RIVER VALLEYS 400 ROBERT STREET S 400 ROBERT STREET S ST PAUL MN 55107 PUBLIC CHAR SUPPORT CHILDREN 8000 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 8000 OPERATION HELP OPERATION HELP 502 CTY RD UU 502 CTY RD UU HUDSON WI 54016 PUBLIC CHAR COMMUNITY NEEDS 15000 PHIPPS CENTER FOR THE ART PHIPPS CENTER FOR THE ARTS 1ST LOCUST 1ST LOCUST HUDSON WI 54016 PUBLIC CHAR ANNUAL SUPPORT 124000 ST CROIX VALLEY SART ST CROIX VALLEY SART 1343 NORTH MAIN 1343 NORTH MAIN RIVER FALLS WI 54022 PUBLIC CHAR PROGRAM SUPPORT 20000 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 ST CROIX COUNTY HISTORICAL SOCIETY ST CROIX COUNTY HISTORICAL SOCIETY 1004 3RD ST 1004 3RD ST HUDSON WI 54016 PUBLIC CHAR PROGRAM SUPPORT 10000 235000 47113 153062 -3162 197013 197013 false false false false false false false false false false TAX PREPARATION FEES 1540 770 770 PIMCO ALL ASSET INSTL CL: PAAIX 2014-01 PURCHASE 2014-05 21100 20454 646 GOLDMAN SACHS ABSOLUTE RETURN TRACKE 2011-09 PURCHASE 2014-05 151280 146917 4363 PIMCO ALL ASSET INSTL CL: PAAIX 2013-04 PURCHASE 2014-05 457410 454590 2820 AMERICAN EXPRESS 7.25% 2011-09 PURCHASE 2014-05 36000 40876 -4876 ISHARES TR RUSSEL 1000 GROWTH ETF 2012-03 PURCHASE 2014-09 29911 21074 8837 VANGUARD FTSE EMERGING MARKETS ETF 2013-04 PURCHASE 2014-09 39992 38170 1822 PIMCO COMMODITY REAL RETURN STRAT 2014-09 PURCHASE 2014-12 730 837 -107 PIMCO EMRG LOCAL BD FD INSTL CL 2014-01 PURCHASE 2014-12 7033 8023 -990 PIMCO COMMODITY REAL RETURN STRAT 2013-04 PURCHASE 2014-12 175809 261475 -85666 PIMCO EMRG LOCAL BD FD INSTL CL 2013-04 PURCHASE 2014-12 140640 161696 -21056 DFA US SMALL CAP VALUE PORT INSTL 2015-01 PURCHASE 2015-02 555 573 -18 DFA US SMALL CAP VALUE PORT INSTL 2013-04 PURCHASE 2015-02 19425 18415 1010 HARBOR CAP APPRECIATION FUND INST CL 2013-04 PURCHASE 2015-02 59980 37863 22117 ISHARES RUSSELL 1000 VALUE ETF: IWD 2011-09 PURCHASE 2015-02 79964 52912 27052 ISHARES TR RUSSELL 2000 GROWTH ETF 2012-03 PURCHASE 2015-02 24912 15976 8936 VANGUARD REIT: VNQ 2011-12 PURCHASE 2015-02 16712 10860 5852 VANGUARD REIT: VNQ 2011-12 PURCHASE 2015-02 42280 27476 14804 MORGAN STANLEY 2014-08 PURCHASE 2015-03 28264 28232 32 FED HM LN BKS 2014-08 PURCHASE 2015-02 25000 25001 -1 FEDERAL HOME LN M 2014-08 PURCHASE 2015-02 25000 25084 -84 ILLINOIS ST 2014-08 PURCHASE 2015-01 25000 25000 EUROPEAN INVT B 2014-08 PURCHASE 2015-01 25521 25505 16 AMGEN INC 2011-09 PURCHASE 2014-08 41476 43261 -1785 CHEVRON CORPORAT 2011-09 PURCHASE 2014-08 51090 54271 -3181 CVS CAREMARK CORP 2011-09 PURCHASE 2014-08 10088 20841 -10753 FHLMC 2011-09 PURCHASE 2014-08 109481 113711 -4230 KRAFT FOODS INC 2011-09 PURCHASE 2014-08 28632 29899 -1267 PEPSICO INC. 2011-09 PURCHASE 2014-08 50474 51171 -697 TIME WARNER INC 2011-09 PURCHASE 2014-08 20048 19692 356 US TREASURY 2011-09 PURCHASE 2014-08 62389 64594 -2205 US TREASURY 2011-09 PURCHASE 2014-08 124150 130119 -5969 WAL-MART STORES 2011-09 PURCHASE 2014-08 48437 48569 -132 WELLPOINT INC. 2011-09 PURCHASE 2014-08 19689 19534 155 US TREASURY 2011-09 PURCHASE 2014-08 78633 81984 -3351 US TREASURY 2011-09 PURCHASE 2014-08 26935 28531 -1596 US TREASURY 2011-09 PURCHASE 2014-08 83406 90727 -7321 FIXED INCOME BONDS 298629 324883 FIXED INCOME BONDS-ADD'L BASIS BOND FUNDS 558546 565232 FIXED INCOME 6638 748263 748750 CORPORATE EQUITY INVESTMENTS 2671243 3097395 STOCKS-ADD'L BASIS 255219 REAL ESTATE INVESTMENT TRUSTS AT COST 1409279 1846412 REIT-ADD'L BASIS AT COST 286668 MANAGEMENT FEES/SCHWAB 15813 7907 7906 PROFESSIONAL FEES 3082 3082 MANAGEMENT FEES/SCWAB 6638 2781 1391 1390 FOREIGN TAX 2426 1213 1213 INCOME TAX 2202 1101 1101