Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 07-01-2013 , and ending 06-30-2014
Name of foundation
EASTER FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)958 HICKORY AVENUE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DE PERE, WI54115
A Employer identification number

20-0499778
B Telephone number (see instructions)

(920) 336-8122
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$17,002,434
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,638,022
2 Check bullet
3 Interest on savings and temporary cash investments 167,913 169,238  
4 Dividends and interest from securities...... 50,267 50,287  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,501,312
b Gross sales price for all assets on line 6a 6,506,399
7 Capital gain net income (from Part IV, line 2)... 1,501,312
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 4,357,514 1,720,837  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 86 43   43
b Accounting fees (attach schedule)....... 4,800 2,400   2,400
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 32,700 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,065 1,033   1,032
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 82,226 82,051   175
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 121,877 85,527   3,650
25 Contributions, gifts, grants paid........ 472,205 472,205
26 Total expenses and disbursements. Add lines 24 and 25 594,082 85,527   475,855
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,763,432
b Net investment income (if negative, enter -0-) 1,635,310
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 16,754 7,905 7,905
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 7,629,243 Click to see attachment9,894,506 12,638,407
c Investments—corporate bonds (attach schedule)........ 3,846,457 Click to see attachment4,477,834 4,356,122
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,492,454 14,380,245 17,002,434
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 11,492,454 14,380,245
30 Total net assets or fund balances (see page 17 of the
instructions).................... 11,492,454 14,380,245
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 11,492,454 14,380,245
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 11,492,454
2 Enter amount from Part I, line 27a..................... 2 3,763,432
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 15,255,886
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 875,641
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 14,380,245
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a ASSOCIATED TRUST # 6001 P    
b ASSOCIATED TRUST # 6001 P    
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 2,087,718   1,884,213 203,505
b 4,418,681   3,120,874 1,297,807
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       203,505
b       1,297,807
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,501,312
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 208,530 9,998,006 0.020857
2011 115,108 5,307,297 0.021689
2010 2,291 3,237,085 0.000708
2009 13,891 1,528,940 0.009085
2008 112,728 687,557 0.163954
2 Total of line 1, column (d) ...................... 2 0.216293
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.043259
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 15,601,078
5 Multiply line 4 by line 3....................... 5 674,887
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 16,353
7 Add lines 5 and 6......................... 7 691,240
8 Enter qualifying distributions from Part XII, line 4.............. 8 475,855
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 32,706
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 32,706
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 32,706
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 25,261
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 7,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 32,761
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 45
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 10
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet10 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBRUCE A BELL Telephone no.bullet (920) 336-8122
    Located atbullet958 HICKORY AVENUEDE PEREWI ZIP+4bullet54115
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    BRUCE A BELL PRESIDENT/TREASURER
    3.00
    0 0 0
    958 HICKORY AVENUE
    DE PERE,WI54115
    CAROL H BELL VICE PRESIDENT/SECRETARY
    0.25
    0 0 0
    958 HICKORY AVENUE
    DE PERE,WI54115
    KARL A SCHMIDT DIRECTOR
    0.25
    0 0 0
    2085 SANDALWOOD COURT
    GREEN BAY,WI54304
    KAREN B SCHMIDT DIRECTOR
    0.25
    0 0 0
    2085 SANDALWOOD COURT
    GREEN BAY,WI54304
    WARREN C PFOHL DIRECTOR
    0.25
    0 0 0
    4440 BRICKYARD FALLS RD
    MANLIUS,NY13104
    BRENDA B PFOHL DIRECTOR
    0.25
    0 0 0
    4440 BRICKYARD FALLS RD
    MANLIUS,NY13104
    PAUL KEPPELER DIRECTOR
    0.25
    0 0 0
    6151 N SAND BEACH ROAD
    OCONOMOWOC,WI53066
    BETSY B KEPPELER DIRECTOR
    0.25
    0 0 0
    6151 N SAND BEACH ROAD
    OCONOMOWOC,WI53066
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    780,054
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    32,706
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    32,706
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    747,348
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    747,348
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    747,348
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2012
    (c)
    2012
    (d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 747,348
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 470,004
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 475,855
    a Applied to 2012, but not more than line 2a 470,004
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2013 distributable amount..... 5,851
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    741,497
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
    0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    BRUCE A BELL
    CAROL H BELL
    KARL A SCHMIDT
    KAREN B SCHMIDT
    WARREN C PFOHL
    BRENDA B PFOHL
    PAUL KEPPELER
    BETSY B KEPPELER
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ALZHEIMERS ASSOCIATION
    2900 CURRY LANE
    GREEN BAY,WI54311
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 15,000
    AMERICAN DIABETES ASSOC
    1701 NORTH BEAUREGARD STREET
    ALEXANDRIA,VA22311
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 5,000
    AMERICAN HEART ASSOCIATION
    2149 VELP AVE
    GREEN BAY,WI54303
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 3,000
    AMERICAN INSTITUTE FOR CANCER RESEARCH
    1759 R STREET NW
    WASHINGTON,DC20009
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 9,000
    ARTIS-NAPLES
    5833 PELICAN BAY BLVD
    NAPLES,FL34108
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 2,500
    BATTEN DISEASE SUPPORT AND RESEARCH - BDSRA
    120 HUMPHRIES DRIVE
    REYNOLDSBURG,OH43068
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 10,500
    BAY PRESBYTERIAN CHURCH
    26911 S BAY DRIVE
    BONITA SPRINGS,FL341344343
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 65,000
    BOYS AND GIRLS CLUB
    311 SOUTH ONEIDA ST
    GREEN BAY,WI54303
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 1,000
    CAMPUS CRUSADE FOR CHRIST
    100 LAKE HART DRIVE
    ORLANDO,FL32832
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 3,000
    CAMPUS CRUSADE FOR CHRIST
    125 N CLAIRMONT STREET
    EAU CLAIRE,WI54703
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 15,000
    COMPASSION INTERNATIONAL
    12290 VOYAGER PARKWAY
    COLORADO SPRINGS,CO80997
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 1,500
    CRU - EAU CLAIRE
    125 N CLAIRMONT STREET
    EAU CLAIRE,WI54703
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 1,500
    CRU - MIAMI UNIVERSITY
    501 E HIGH STREET
    OXFORD,OH45056
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 8,500
    DAVID'S REFUGE INC
    4440 BRICKYARD FALLS ROAD
    MANLIUS,NY13104
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 85,000
    DEPERE HISTORICAL SOCIETY
    403 NORTH BROADWAY
    DE PERE,WI54115
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 500
    EFCA REACH GLOBAL - KRAUSE 1766
    901 E 78TH STREET
    MINNEAPOLIS,MN55420
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 1,200
    EVANS SCHOLARSHIP FOUNDATION
    1 BRIAR ROAD
    GOLF,IL60029
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 500
    FOCUS ON THE FAMILY
    8605 EXPLORER DRIVE
    COLORADO SPRINGS,CO80995
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 600
    GREEN BAY SYMPHONY ORCHESTRA
    126 PINE STREET
    GREEN BAY,WI54301
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 5,000
    HERITAGE FOUNDATION
    214 MASSACHUSETTS AVE NE
    WASHINGTON,DC200024999
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 1,000
    HOPE HOSPICE
    3240 UNIVERSITY AVE SUITE 2
    MADISON,WI537053570
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 2,500
    HOPE HOSPICE
    3240 UNIVERSITY AVE SUITE 2
    MADISON,WI537053570
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 250
    HOPE HOSPICE
    3240 UNIVERSITY AVE SUITE 2
    MADISON,WI537053570
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 500
    HOPE LUTHERAN CHURCH
    700 S SUPERIOR STREET
    DE PERE,WI54115
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 125
    I BACK JACK FOUNDATION
    PO BOX 41
    HARTLAND,WI53029
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF THE CHARITY 500
    LITERARY COUNCIL GULF COAST
    PO BOX 2703
    BONITA SPRINGS,FL34133
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 1,000
    MCDOWELL MINISTRIES
    660 INTERNATIONAL PKWY STE 100
    RICHARDSON,TX750816616
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 4,500
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    PO BOX 27106
    NEW YORK,NY100877106
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 2,500
    MIAMI UNIVERSITY - CLASS OF 1957
    1320 S DIXIE HWY
    CORAL GABLES,FL33124
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 50,000
    MIAMI UNIVERSITY
    725 E CHESTNUT STREET
    OXFORD,OH45056
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 5,000
    MULTIPLE MYELOMA RESEARCH FOUNDATION
    383 MAIN AVE 5TH FL
    NORWALK,CT06851
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 500
    MY BROTHER'S KEEPER INC
    1039 W MASON STREET
    GREEN BAY,WI543031842
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 2,500
    PARKINSON'S DISEASE FOUNDATION
    1359 BROADWAY SUITE 1509
    NEW YORK,NY10018
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 500
    PENINSULA GOLF - PGA INC
    PO BOX 275
    FISH CREEK,WI54212
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 1,000
    PENINSULA MUSIC FESTIVAL - PMF
    NORTH WATER STREET
    EPHRAIM,WI54211
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 500
    PROVIDENCE ACADEMY
    1420 DIVISION STREET
    GREEN BAY,WI54303
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 15,000
    REFORMED THEOLOGICAL SEMINARY
    5422 CLINTON BLVD
    JACKSON,MS392093099
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 4,500
    SALVATION ARMY
    25221 BERNWOOD DRIVE
    BONITA SPRINGS,FL34135
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 500
    SALVATION ARMY
    626 UNION COURT
    GREEN BAY,WI54303
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 1,600
    SAM BARNARD MEMORIAL SCHOLARSHIP
    230 OHIO STREET STE 100
    OSHKOSH,WI54902
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 130
    SPRING LAKE CHURCH
    2240 KLONDIKE RD
    GREEN BAY,WI54311
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 75,500
    ST NORBERT'S COLLEGE
    100 GRANT STREET
    DEPERE,WI54115
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 1,500
    TEEN MANIA MINISTRIES
    PO BOX 619010
    DALLAS,TX75261
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 500
    THE GIDEONS INTERNATIONAL
    PO BOX 140800
    NASHVILLE,TN372140800
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 1,000
    THE JOSHUA FUND
    PO BOX 3468
    MCLEAN,VA22103
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 500
    TRUTH IN ACTION MINISTRIES
    PO BOX 7009
    ALBERT LEA,MN56007
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 7,500
    UNITY CHURCH OF BONITA SPRINGS-BONITA PRAYERS
    28285 IMPERIAL PKWY
    BONITA SPRINGS,FL34135
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 800
    UNITY HOSPICE
    916 WILLARD DRIVE
    GREEN BAY,WI54304
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 2,500
    UWGB FOUNDATION
    2420 NICOLET DRIVE
    GREEN BAY,WI54311
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 50,500
    WORLD VISION
    PO BOX 9716 - MS 475
    FEDERAL WAY,WA980639716
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 3,000
    YOUNG LIFE - GREEN BAY
    226 NORTH ADAMS STREET
    GREEN BAY,WI54301
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 1,000
    Total .................................bullet 3a 472,205
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 167,913  
    4 Dividends and interest from securities....     14 50,267  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 1,501,312  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,719,492 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,719,492
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    EASTER FOUNDATION INC
     
    Employer identification number

    20-0499778
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    EASTER FOUNDATION INC
     
    Employer identification number

    20-0499778
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    BRUCE A CAROL H BELL  
    958 HICKORY AVENUE
     
    DE PERE, WI54115

    $1,224,445


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
     
     

    BRUCE A CAROL H BELL  
    958 HICKORY AVENUE
     
    DE PERE, WI54115

    $1,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
     
     

    BRUCE A CAROL H BELL  
    958 HICKORY AVENUE
     
    DE PERE, WI54115

    $413,577


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    EASTER FOUNDATION INC
     
    Employer identification number

    20-0499778
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    PUBLICLY TRADED SECURITIES $1,224,445 2013-12-04
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    3
    PUBLICLY TRADED SECURITIES $413,577 2014-12-27
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    EASTER FOUNDATION INC
     
    Employer identification number

    20-0499778
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  

    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    EASTER FOUNDATION INC
    EIN: 20-0499778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES - SCHENCK 4,800 2,400   2,400

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    EASTER FOUNDATION INC
    EIN: 20-0499778
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ANHEUSER-BUSCH CO 107,844 109,238
    BELLSOUTH CORP NT 132,641 126,221
    BRISTOL MYERS SQUIBB 0 0
    CAMPBELL SOUP CO 165,098 164,798
    CISCO SYSTEMS INC. SR NT 140,771 135,093
    COCA COLA CO 173,795 170,414
    HEWLETT-PACKARD CO 155,744 156,203
    IBM CORP NOTE 156,095 153,933
    JOHNSON CONTROLS INC 169,040 166,974
    JP MORGAN CHASE 161,382 155,811
    KELLOGG CO 109,276 106,604
    MCDONALDS CORP 174,975 171,303
    MEDTRONIC INC SR 138,715 131,491
    PROCTER & GAMBLE CO 4.950 26,026 25,141
    TARGET CORP 3.875 162,210 161,666
    WALGREEN CO 171,162 170,204
    HOME DEPOT INC 114,266 107,909
    PRAXAIR INC 136,702 128,981
    UNITED TECHNOLOGIES CORP 137,982 129,783
    AIRGAS INC 101,759 103,085
    DUKE ENERGY CORP 2.150 128,599 128,581
    HJ HEINZ CO 2.000 153,076 151,634
    MATTEL INC 2.500 154,490 154,943
    NORFOLK SOUTHERN CORP 5.257 110,395 100,982
    PITNEY BOWES INC MEDIUM TERM NT 169,244 168,282
    TIME WARNER INC NT 5.875 174,954 167,025
    ALLSTATE CORP NT 159,867 150,881
    BURLINGTON NORTH SANTA FE 135,490 128,084
    COMCAST CORP NEW NT 112,691 108,128
    MERCK AND CO INC 138,275 130,727
    PHILLIPS 66 159,804 157,205
    PROCTER & GAMBLE CO 4.850 112,658 106,364
    TOYOTA MOTOR CREDIT CORP 3.2 132,808 128,434

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    EASTER FOUNDATION INC
    EIN: 20-0499778
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COGNIZANT TECH SOLUTIONS CORP CI A 95,877 178,032
    COMMVAULT SYSTEMS INC COM 106,024 63,724
    DSW INC, CLASS A 155,952 104,579
    FASTENAL COM 57,727 114,470
    FISERV INC 95,710 198,935
    GOLDMAN SACHS FINANCIAL 91,598 91,598
    HAIN CELESTIAL GROUP INC 132,837 139,411
    MANHATTEN ASSOCIATES INC 146,050 146,706
    MIDDLEBY CORP 131,562 167,756
    RAYMOND JAMES FINANCIAL 109,866 107,700
    TYLER TECHNOLOGIES 128,054 138,001
    ULTIMATE SOFTWARE GROUP INC 109,101 100,588
    VERISK ANALYTICS INC. 131,013 125,262
    INTUIT INC COM 100,006 184,736
    AFFILIATED MANAGERS GROUP INC COM 124,524 199,649
    AMETEK INC NEW COM 66,970 126,831
    AMPHENOL CORP CL A COM 134,257 215,802
    ANSYS INC 135,333 157,478
    BARD C R INC COM 98,019 125,277
    CERNER CORP 71,084 177,229
    CHIPOTLE MEXICAN GRILL 72,210 173,013
    CHURCH & DWIGHT INC 105,757 157,178
    CITRIX SYS INC 0 0
    CLEAN HARBORS INC 0 0
    COACH INC 0 0
    CONCHO RESOURCES 118,209 189,729
    COPART INC 149,388 173,075
    DICKS SPORTING GOODS INC 0 0
    EAST WEST BANCORP INC 119,623 180,793
    EDWARDS LIFESCIENCES CORP 0 0
    FMC TECHNOLOGIES 0 0
    FACTSET RESARCH SYS 0 0
    GENESEE & WYOMING INC CL A 121,584 179,970
    IDEX CORP 114,783 178,678
    IHS INC 136,615 195,365
    INTERCONTINENTAL EXCHANGE INC 111,828 162,265
    LKQ CORP 77,595 173,191
    MICROS SYSTEMS INC NEW 111,378 154,473
    O'REILLY AUTOMOTIVE INC NEW 111,872 250,297
    OASIS PETROLEUM INC 0 0
    PANERA BREAD CO CL A 80,516 112,373
    PERRIGO CO 192,624 184,241
    POLARIS INDUSTRIES 110,886 179,992
    RANGE RESOURCES 115,317 146,946
    RED HAT INC 148,935 162,936
    ROPER INDS INC 35,959 94,760
    SIGMA ALDRICH CORP 88,678 124,414
    SIGNATURE BANK COM 107,753 189,018
    SMUCKER J M CO COM NEW 76,305 96,659
    STERICYCLE INC 105,474 141,157
    TERADATA CORP DEL COM 0 0
    TRACTOR SUPPLY CO COM 94,721 203,306
    TRIMBLE NAVIGATION LTD COM 96,300 189,036
    VARIAN MED SYS INC COM 134,057 156,636
    BEACON ROOFING SUPPLY INC COM 101,910 81,972
    BROWN AND BROWN INC COM 116,511 114,702
    CATAMARAN CORP COM 117,913 122,147
    CHART INDUSTRIES INC COM 141,003 143,206
    COSTAR GROUP INC COM 107,886 122,265
    JB HUNT TRANSPORT SVCS INC COM 94,131 103,144
    MCCORMICK & CO INC COM 0 0
    OCEANEERING INTL INC COM 140,071 154,854
    PALL CORP COM 94,472 114,593
    PAREXEL INTERNATIONAL CORP COM 91,703 143,619
    SIRONA DENTAL SYSTEMS INC COM 137,251 158,241
    ULTA SALON COSMETICS & FRAG COM 0 0
    UNDER ARMOUR INC CL A COM 120,904 247,954
    VANGUARD CONSUMER DISCRETIONARY 60,765 130,907
    WABTEC CORP COM 103,247 181,615
    ALIGN TECHNOLOGY INC COM 102,274 154,166
    IDEXX LABORATORIES 91,334 98,174
    ABIOMED INC COM 79,421 71,900
    ACUITY BRANDS INC COM 76,789 97,052
    ADVISORY BOARD CO COM 67,368 56,879
    AFFILIATED MANAGERS GROUP INC COM 22,501 36,972
    ALLEGIANT TRAVEL CO COM 82,992 92,214
    BOFI HOLDING INC COM 45,012 39,968
    BALCHEM CORP COM 75,790 71,235
    BANK OF THE OZARKS COM 84,564 99,347
    BARNES GROUP INC COM 71,278 72,686
    BEACON ROOFING SUPPLY INC COM 49,125 40,340
    BONANZA CREEK ENERGY INC COM 51,104 64,625
    BOTTOMLINE TECHNOLOGIES INC COM 65,078 55,651
    CANTEL MEDICAL CORP COM 36,888 92,392
    CHART INDUSTRIES INC COM 62,525 58,738
    CHUYS HOLDINGS INC COM 53,584 52,455
    COGNEX CORP COM 61,572 62,515
    CONCUR TECHNOLOGIES COM 84,594 76,632
    DONALDSON INC COM 60,814 59,883
    DRIL-QUIP INC COM 62,759 64,342
    ECHO GLOBAL LOGISTICS INC. COM 33,629 30,864
    ENVESTNET INC COM 72,900 80,865
    FACTSET RESEARCH SYS COM 24,777 30,792
    GENESEE & WYOMING INC CL A COM 58,236 75,180
    GOLDMAN SACHS FINANCIAL 79,633 79,633
    GULFPORT ENERGY CORP 54,751 61,858
    HEALTHCARE SERVICES GROUP COM 71,775 76,573
    HIBBETT SPORTS INC COM 89,032 75,405
    HUB GROUP COM 26,232 26,510
    IPC THE HOSPITALIST CO COM 64,553 49,836
    INTERACTIVE INTELLIGENCE GROUP INC COM 68,306 57,926
    J & J SNACK FOODS CORP COM 69,641 75,296
    LKQ CORP COM 12,285 34,537
    MWI VETERINARY SUPPLY INC COM 61,937 87,608
    MARKETAXESS HOLDINGS INC COM 42,577 82,604
    MARTEN TRANSPORT LTD COM 42,838 47,561
    MASIMO CORP COM 40,498 33,960
    MEDIDATA SOLUTIONS INC COM 33,705 66,270
    MIDDLEBY CORP COM 76,867 97,279
    MONRO MUFFLER BRAKE INC COM 81,053 75,955
    NIC INC COM 57,020 40,481
    NEOGEN CORP COM 72,568 66,776
    PANERA BREAD CO CL A COM 30,442 32,963
    PAREXEL INTERNATIONAL CORP COM 72,731 92,206
    PROTO LABS INC COM 46,616 51,446
    RBC BEARINGS INC COM 81,603 75,003
    RED ROBIN GOURMET BURGERS INC COM 42,226 41,510
    SM ENERGY COMPANY COM 69,602 70,560
    SENSIENT TECHNOLOGIES CORP COM 61,540 71,377
    TEAM INC COM 52,168 49,470
    TECHNE CORP COM 84,305 82,758
    TEXAS CAPITAL BANCSHARES INC COM 86,923 76,447
    TREEHOUSE FOODS INC 48,927 55,889
    TYLER TECHNOLOGIES INC COM 59,048 104,253
    ULTIMATE SOFTWARE GROUP INC COM 98,467 88,291
    VITAMIN SHOPPE INC COM 50,031 41,815

    TY 2013 LegalFeesSchedule
    Name:
    EASTER FOUNDATION INC
    EIN: 20-0499778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - GODFREY AND KAHN 86 43   43


    TY 2013 OtherDecreasesSchedule
    Name:
    EASTER FOUNDATION INC
    EIN: 20-0499778
    Description Amount
    ADJUSTMENT TO DONATED SECURITIES TO TAX BASIS 875,641


    TY 2013 OtherExpensesSchedule
    Name:
    EASTER FOUNDATION INC
    EIN: 20-0499778
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FIDUCIARY FEES 15,972 15,972   0
    MANAGEMENT FEES 65,967 65,967   0
    BANK FEES 12 12   0
    MEMBERSHIP FEE 175 0   175
    MISCELLANEOUS 100 100   0


    TY 2013 TaxesSchedule
    Name:
    EASTER FOUNDATION INC
    EIN: 20-0499778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INTERNAL REVENUE SERVICE 32,700 0   0