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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 07-01-2017 , and ending 06-30-2018
Name of foundation
EASTER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 5501
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DE PERE, WI541155501
A Employer identification number

20-0499778
B Telephone number (see instructions)

(920) 336-2848
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$37,193,637J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 3,820,676
2 Check bullet.............
3 Interest on savings and temporary cash investments 190,546 187,630  
4 Dividends and interest from securities... 156,629 162,849  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,714,134
b Gross sales price for all assets on line 6a 9,192,690
7 Capital gain net income (from Part IV, line 2)... 2,714,247
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........ 6,881,985 3,064,726  
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)......... Click to see attachment 268 134   134
b Accounting fees (attach schedule)....... Click to see attachment 3,850 1,925   1,925
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 59,758 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 183,280 183,180   100
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 247,156 185,239   2,159
25 Contributions, gifts, grants paid....... 1,757,200 1,757,200
26 Total expenses and disbursements. Add lines 24 and 25 2,004,356 185,239   1,759,359
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,877,629
b Net investment income (if negative, enter -0-) 2,879,487
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 21,158 14,679 14,679
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)....... 16,578,522 Click to see attachment18,598,924 29,026,821
c Investments—corporate bonds (attach schedule)....... 7,045,294 Click to see attachment8,381,959 8,152,137
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) 23,644,974 26,995,562 37,193,637
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 Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 23,644,974 26,995,562
29 Total net assets or fund balances (see instructions)..... 23,644,974 26,995,562
30 Total liabilities and net assets/fund balances (see instructions). 23,644,974 26,995,562
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
23,644,974
2
Enter amount from Part I, line 27a .....................
2
4,877,629
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
28,522,603
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,527,041
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
26,995,562
Form 990-PF (2019)
Form 990-PF (2019)
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 PUBLICLY TRADED SECURITIES      
b
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 9,192,690   6,478,443 2,714,247
b
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       2,714,247
b
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 2,714,247
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 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))
2018 2,309,000 27,018,621 0.085460
2017 1,510,087 21,199,876 0.071231
2016 729,985 19,075,848 0.038267
2015 475,855 15,601,078 0.030501
2014 208,530 9,998,006 0.020857
2
Total of line 1, column (d) .....................
2
0.246316
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.049263
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
33,894,294
5
Multiply line 4 by line 3......................
5
1,669,735
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
28,795
7
Add lines 5 and 6........................
7
1,698,530
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,759,359
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 (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 28,795
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 28,795
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 28,795
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 40,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 40,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 11,205
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet11,205 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 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 2019 or the taxable year beginning in 2019? See the 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
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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) 336-2848

    Located atbullet600 HERITAGE RDDE PEREWI ZIP+4bullet54115
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? 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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    27508 RIVERBANK DR
    BONITA SPRINGS,FL34134
    BRENDA B PFOHL DIRECTOR
    0.25     		0 0 0
    27508 RIVERBANK DR
    BONITA SPRINGS,FL34134
    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
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    GENEVA CAPITAL MANAGEMENT LTD MANAGEMENT FEES 148,645
    100 E WISCONSIN AVENUE STE 2550
    MILWAUKEE,WI53202
    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  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    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
    34,346,076
    b
    Average of monthly cash balances.......................
    1b
    64,375
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    34,410,451
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    34,410,451
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    516,157
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    33,894,294
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,694,715
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,694,715
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    28,795
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    28,795
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,665,920
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,665,920
    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
    1,665,920
    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
    1,759,359
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    1,759,359
    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
    28,795
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,730,564
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 1,665,920
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018...... 557,884
    fTotal of lines 3a through e........ 557,884
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 1,759,359
    a Applied to 2018, but not more than line 2a 0
    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 2019 distributable amount..... 1,665,920
    e Remaining amount distributed out of corpus 93,439
    5 Excess distributions carryover applied to 2019. 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 5 651,323
    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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		651,323
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018.... 557,884
    e Excess from 2019.... 93,439
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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 foundation 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 or email address 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 (2019)
    Form 990-PF (2019)
    Page 11
    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
    441 MINISTRIES BEECHWOOD INC
    441 PARSELLS AVENUE
    ROCHESTER,NY14609     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF THE CHARITY 5,000
    ALL SAINTS CHURCH
    2418 LEON BOND DR
    GREEN BAY,WI54311     		N/A PC TO FUND CHARITABLE OBJECTIVES OF THE ORGANIZATION 5,000
    ALZHEIMERS ASSOCIATION
    2900 CURRY LANE
    GREEN BAY,WI54311     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 25,000
    AMERICAN DIABETES ASSOC
    1701 NORTH BEAUREGARD STREET
    ALEXANDRIA,VA22311     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 15,000
    AMERICAN HEART ASSOCIATION
    2149 VELP AVE
    GREEN BAY,WI54303     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 10,000
    AMERICAN INSTITUTE FOR CANCER RESEARCH
    1759 R STREET NW
    WASHINGTON,DC20009     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 20,000
    BATTEN DISEASE SUPPORT AND RESEARCH - BDSRA
    120 HUMPHRIES DRIVE
    REYNOLDSBURG,OH43068     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 20,000
    BAY PRESBYTERIAN CHURCH
    26911 S BAY DRIVE
    BONITA SPRINGS,FL341344343     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 30,000
    BELLIN COLLEGE
    3201 EATON RD
    GREEN BAY,WI54311     		N/A PC TO FUND CHARITABLE OBJECTIVES OF THE ORGANIZATION 25,000
    CAFE OF LIFE
    26724 NOMAD DR
    BONITA SPRINGS,FL34135     		N/A PC TO FUND CHARITABLE OBJECTIVES OF THE ORGANIZATION 100
    CAMPUS CRUSADE FOR CHRIST
    100 LAKE HART DRIVE
    ORLANDO,FL32832     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 25,000
    CAMPUS CRUSADE FOR CHRIST
    125 N CLAIRMONT STREET
    EAU CLAIRE,WI54703     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 1,000
    COMMUNITY CHURCH
    9422 COTTAGE ROW RD
    FISH CREEK,WI54212     		N/A PC TO FUND CHARITABLE OBJECTIVES OF THE ORGANIZATION 5,000
    COMMUNITY FOUNDATION OF COLLIER CTY
    2400 TAMIAMI TRL N STE 300
    NAPLES,FL34103     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF THE CHARITY 5,000
    CORAL RIDGE MINISTRIES - D JAMES KENNEDY MINISTRIES
    PO BOX 40
    FT LAUDERDALE,FL33302     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 8,000
    DAVID'S REFUGE INC
    4440 BRICKYARD FALLS ROAD
    MANLIUS,NY13104     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 60,000
    ELIC
    1629 BLUE SPRUCE DR
    FORT COLLINS,CO80524     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF THE CHARITY 1,000
    EVANS SCHOLARSHIP FOUNDATION
    1 BRIAR ROAD
    GOLF,IL60029     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 2,500
    FOCUS ON THE FAMILY
    8605 EXPLORER DRIVE
    COLORADO SPRINGS,CO80995     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 2,500
    GIDEONS INTERNATIONAL
    3437 N RICHMOND ST
    APPLETON,WI54911     		N/A PC TO FUND CHARITABLE OBJECTIVES OF THE ORGANIZATION 1,500
    GREATER GREEN BAY COMMUNITY FOUNDATION
    320 BROADWAY STREET 260
    GREEN BAY,WI54303     		N/A PC TO FUND CHARITABLE OBJECTIVES OF THE ORGANIZATION 10,000
    GREEN BAY BOTANICAL GARDENS
    2600 LARSEN ROAD
    GREEN BAY,WI54303     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF THE CHARITY 5,000
    HOPE HOSPICE
    3240 UNIVERSITY AVE SUITE 2
    MADISON,WI537053570     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 5,000
    HOPE LUTHERAN CHURCH
    700 S SUPERIOR STREET
    DE PERE,WI54115     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 100
    LITERARY COUNCIL GULF COAST
    PO BOX 2703
    BONITA SPRINGS,FL34133     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 1,500
    MACULAR DEGENERATION FOUNDATION
    PO BOX 531313
    HENDERSON,NV89053     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF THE CHARITY 1,000
    MATT SCHMIDT FAITH FOUNDATION
    2085 SANDALWOOD CT
    GREEN BAY,WI54304     		N/A PF TO FUND CHARITABLE OBJECTIVES OF THE ORGANIZATION 2,000
    MEDICAL COLLEGE OF WISCONSIN
    8701 WATERTOWN PLANK RD
    MILWAUKEE,WI53226     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 50,000
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    PO BOX 27106
    NEW YORK,NY100877106     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 5,000
    MY BROTHER'S KEEPER INC
    1039 W MASON STREET
    GREEN BAY,WI543031842     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 2,500
    NEW HORIZONS OF SOUTHWEST FLORIDA
    PO BOX 111833
    NAPLES,FL34108     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF THE CHARITY 500
    PENINSULA GOLF - PGA INC
    PO BOX 275
    FISH CREEK,WI54212     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 5,000
    PREGNANCY RESOURCE CENTER OF SOUTHWEST FLORIDA
    10611 TAMAIMI TRL N STE A4
    NAPLES,FL34108     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF THE CHARITY 110,000
    PROVIDENCE ACADEMYMINISTRIES
    1420 DIVISION STREET
    GREEN BAY,WI54303     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 15,000
    RAWHIDE BOYS RANCH
    E7475 RAWHIDE ROAD
    NEW LONDON,WI54961     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF THE CHARITY 5,000
    RESCUE MISSION ALLIANCE
    155 GIFFORD ST
    SYRACUSE,NY13202     		N/A PC TO FUND CHARITABLE OBJECTIVES OF THE CHARITY 5,000
    SALVATION ARMY
    25221 BERNWOOD DRIVE
    BONITA SPRINGS,FL34135     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 1,500
    SALVATION ARMY
    626 UNION COURT
    GREEN BAY,WI54303     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 2,000
    SPRING LAKE CHURCH
    2240 KLONDIKE RD
    GREEN BAY,WI54311     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 25,000
    SPRING LAKE CHURCH
    2240 KLONDIKE RD
    GREEN BAY,WI54311     		N/A PUBLIC CHARITY DOWNTOWN GREEN BAY CHURCH - MATCHING DONATION 200,000
    TAMING MUSTANGS
    10366 RESERVE DR STE 303
    SAN DIEGO,CA92127     		N/A PC TO FUND CHARITABLE OBJECTIVES OF THE CHARITY 1,002,000
    THE JOSHUA FUND
    PO BOX 3468
    MCLEAN,VA22103     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 1,000
    THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
    PO BOX 4777
    NEW YORK,NY101634777     		N/A PC TO FUND CHARITABLE OBJECTIVES OF THE ORGANIZATION 5,000
    THE PROVIDENCE FORUM
    100 FRONT STREET SUITE 1415
    WEST CONSHOHOCKEN,PA19428     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 3,000
    TURNING POINT CHURCH
    PO BOX 3838
    SAN DIEGO,CA92163     		N/A PC TO FUND CHARITABLE OBJECTIVES OF THE ORGANIZATION 1,000
    UNITY HOSPICE
    916 WILLARD DRIVE
    GREEN BAY,WI54304     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 5,000
    UNIVERSITY OF WISCONSIN - GREEN BAY - PHOENIX FUND
    2420 NICOLET DRIVE
    GREEN BAY,WI54311     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 15,000
    VERITAS SOCIETY - RIGHT TO LIFE
    1951 BOND ST
    GREEN BAY,WI54303     		N/A PC TO FUND CHARITABLE OBJECTIVES OF THE ORGANIZATION 1,000
    WESTMINSTER THEOLOGICAL SEMINARY
    2960 CHURCH ROAD
    GLENSIDE,PA19038     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF THE CHARITY 2,500
    YOUNG LIFE - GREEN BAY
    226 NORTH ADAMS STREET
    GREEN BAY,WI54301     		N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 4,000
    Total .................................bullet 3a 1,757,200
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    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 ...........     		    14 190,546  
    4 Dividends and interest from securities....     14 156,629  
    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 2,714,134  
    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 3,061,309 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,061,309
    (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 (2019)
    Form 990-PF (2019)
    Page 13
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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) 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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2019
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
    Name of organization
    EASTER FOUNDATION INC
          		Employer identification number
    20-0499778
    Part I
    Contributors
    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 AND CAROL H BELL
     
    958 HICKORY AVENUE
     
    DE PERE, WI54115

    		$ 1,914,852


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    BRUCE A AND CAROL H BELL
     
    958 HICKORY AVENUE
     
    DE PERE, WI54115

    		$ 1,413,644


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    BRUCE A AND CAROL H BELL
     
    958 HICKORY AVENUE
     
    DE PERE, WI54115

    		$ 48,583


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    BRUCE A AND CAROL H BELL
     
    958 HICKORY AVENUE
     
    DE PERE, WI54115

    		$ 355,493


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    BRUCE A AND CAROL H BELL
     
    958 HICKORY AVENUE
     
    GREEN BAY, WI54115

    		$ 88,104


    (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) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    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 $ 1,914,852 2017-11-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 PUBLICLY TRADED SECURITIES $ 48,583 2017-11-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 PUBLICLY TRADED SECURITIES $ 355,493 2017-11-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    5
    		 PUBLICY TRADED SECURITIES $ 88,104 2017-12-01
    (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) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Page 4
    Name of organization
    EASTER FOUNDATION INC
          		Employer identification number

    20-0499778
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2019)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2017 AccountingFeesSchedule
    Name:
    EASTER FOUNDATION INC
    EIN:
    20-0499778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES - SCHENCK 3,850 1,925   1,925

    TY 2017 InvestmentsCorpBondsSchedule
    Name:
    EASTER FOUNDATION INC
    EIN:
    20-0499778
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CAMPBELL SOUP CO 153,162 151,329
    IBM CORP NOTE 200,670 187,858
    JOHNSON CONTROLS INC 156,642 154,313
    MEDTRONIC INC SR 151,775 148,799
    TARGET CORP 3.875 155,264 153,021
    WALGREEN CO 186,664 184,270
    HOME DEPOT INC 215,495 204,324
    PRAXAIR INC 155,310 153,479
    DUKE ENERGY CORP 2.150 207,288 199,574
    MATTEL INC 2.500 197,610 181,500
    TIME WARNER INC NT 5.875 209,430 205,340
    BURLINGTON NORTH SANTA FE 207,212 201,472
    COMCAST CORP NEW NT 212,462 205,446
    AT&T INC 3.875 156,155 151,562
    CONOCOPHILLIPS CO 149,498 144,308
    HASBRO INC 202,184 198,210
    KRAFT FOODS GROUP 153,105 150,765
    LOWES COMPANIES INC 202,692 199,476
    ALLSTATE CORP 203,976 198,008
    ANHEUSER BUSCH 97,909 96,548
    CBS CORP 200,172 198,158
    CONSOLIDATED EDISON 182,697 179,286
    EI DU PONT DE NEMOURS 183,223 180,236
    FEDEX CORP 294,389 290,118
    HONEYWELL INTERNATIONAL 212,078 205,932
    JP MORGAN CHASE & CO 210,236 205,678
    LOCKHEED MARTIN 200,264 197,388
    NORDSTROM INC 209,856 204,470
    VERIZON COMMUNICATIONS 306,447 290,169
    COCA COLA 196,372 191,346
    GENERAL MILLS 203,804 197,474
    PNC BANK 206,956 200,978
    PEPSICO 190,536 182,764
    PROCTER & GAMBLE 203,608 194,906
    AFLAC INC 313,611 301,089
    CISCO SYSTEMS INC 295,506 294,330
    CARDINAL HEALTH INC 301,577 288,363
    EMERSON ELECTRIC CO 296,484 294,516
    NORFOLK SOUTHERN CORP 299,383 296,636
    QUALCOMM INC 300,257 288,698

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    EASTER FOUNDATION INC
    EIN:
    20-0499778
    Name of Stock End of Year Book Value End of Year Fair Market Value
    FASTENAL COM 161,542 225,826
    FISERV INC 233,519 604,352
    GOLDMAN SACHS FINANCIAL 1,092,326 1,092,326
    MIDDLEBY CORP 150,901 215,418
    RAYMOND JAMES FINANCIAL 328,381 479,363
    TYLER TECHNOLOGIES 245,772 530,153
    ULTIMATE SOFTWARE GROUP INC 203,757 321,638
    VERISK ANALYTICS INC. 295,737 451,765
    INTUIT INC COM 183,448 586,560
    AFFILIATED MANAGERS GROUP INC COM 161,849 214,531
    AMPHENOL CORP CL A COM 264,235 579,460
    ANSYS INC 154,511 449,036
    CERNER CORP 83,149 202,927
    CHURCH & DWIGHT INC 267,398 432,829
    COPART INC 121,845 491,393
    EAST WEST BANCORP INC 234,292 495,976
    IDEX CORP 217,265 468,399
    INTERCONTINENTAL EXCHANGE INC 202,377 469,249
    LKQ CORP 309,166 434,382
    O'REILLY AUTOMOTIVE INC NEW 176,762 396,950
    RED HAT INC 174,923 472,714
    ROPER INDS INC 178,135 384,343
    SIGNATURE BANK COM 175,610 284,149
    VARIAN MED SYS INC COM 158,631 262,352
    BEACON ROOFING SUPPLY INC COM 236,830 235,049
    COSTAR GROUP INC COM 254,873 606,566
    JB HUNT TRANSPORT SVCS INC COM 226,909 360,274
    ALIGN TECHNOLOGY INC COM 43,767 462,915
    IDEXX LABORATORIES 209,597 474,891
    ABIOMED INC COM 142,058 577,579
    ALLEGIANT TRAVEL CO COM 125,976 132,280
    BOFI HOLDING INC COM 47,128 92,702
    BALCHEM CORP COM 75,027 138,672
    BANK OF THE OZARKS COM 115,769 151,334
    BARNES GROUP INC COM 75,458 111,262
    BEACON ROOFING SUPPLY INC COM 95,241 97,685
    BOTTOMLINE TECHNOLOGIES INC COM 92,956 146,849
    CANTEL MEDICAL CORP COM 32,931 194,458
    CHUYS HOLDINGS INC COM 29,041 27,722
    COGNEX CORP COM 122,526 117,993
    DONALDSON INC COM 130,923 132,743
    ENVESTNET INC COM 101,337 136,880
    FACTSET RESEARCH SYS COM 18,667 39,422
    GENESEE & WYOMING INC CL A COM 93,572 98,479
    GOLDMAN SACHS FINANCIAL 328,857 328,857
    HEALTHCARE SERVICES GROUP COM 81,875 135,012
    J & J SNACK FOODS CORP COM 92,370 151,555
    MARKETAXESS HOLDINGS INC COM 21,010 166,994
    MARTEN TRANSPORT LTD COM 60,785 113,733
    MASIMO CORP COM 42,541 151,260
    MEDIDATA SOLUTIONS INC COM 75,405 186,094
    MIDDLEBY CORP COM 73,168 102,645
    MONRO MUFFLER BRAKE INC COM 29,004 29,689
    NEOGEN CORP COM 84,377 212,343
    PROTO LABS INC COM 72,090 123,708
    RBC BEARINGS INC COM 96,712 168,226
    SENSIENT TECHNOLOGIES CORP COM 70,909 110,187
    TEXAS CAPITAL BANCSHARES INC COM 95,801 135,786
    TYLER TECHNOLOGIES INC COM 47,537 190,562
    ULTIMATE SOFTWARE GROUP INC COM 54,376 85,427
    AAON INC COM 77,220 93,300
    BIO-TECHNE CORP COM 103,068 158,454
    BLACKBAUD INC JCOM 90,334 195,577
    BRIGHT HORIZONS FAMILY SOLUTIONS INC COM 88,047 188,227
    DORMAN PRODUCTS INC COM 69,195 89,828
    EXPONENT INC COM 91,428 174,846
    FAIR ISAAC CORP COM 79,840 163,935
    GLOBUS MEDICAL INC COM 65,069 132,306
    OMNICELL INC COM 91,880 130,810
    BROADRIDGE FINL SOLUTIONS LLC COM 300,544 585,744
    CARTER INC COM 292,904 359,963
    THE COOPER COS INC COM 200,651 291,252
    GARTNER INC COM 262,061 398,833
    EPLUS INC COM 49,386 104,357
    EXLSERVICE HOLDINGS INC 93,670 110,390
    NAUTILUS INC 76,592 60,210
    PAYCOM SOFTWARE INC 91,536 194,102
    TEXAS ROADHOUSE INC 106,719 152,180
    STERIS PLC 314,749 446,713
    FORTUNE BRANDS HOME & SECURITY 299,662 276,933
    J2 GLOBAL INC 211,335 240,343
    SCHEIN HENRY INC 282,873 251,262
    SNAP-ON INC 284,921 278,367
    WATSCO INC 268,050 337,127
    ALARM.COM HOLDINGS INC 101,870 113,831
    ELLIS MAE INC 98,706 111,316
    FOX FACTORY HOLDING 109,905 143,048
    HEALTHEQUITY INC 98,004 155,833
    LEMAITRE VASCULAR INC 74,441 78,109
    MONOLITHIC POWER SYSTEMS 86,748 121,105
    PACIFIC PREMIER BANCORP 108,606 108,575
    TREX COMPANY 62,979 115,541
    GRAND CANYON EDUCATION INC 170,774 241,412
    HASBRO INC 287,166 275,822
    MEDIDATA SOLUTIONS INC COM 379,401 479,010
    NATIONAL INSTRUMENTS CORP 270,070 290,124
    POOL CORP 306,987 397,839
    SS&C TECHNOLOGIES HLDGS INC 242,997 372,798
    TEXAS ROADHOUSE INC 254,189 330,367
    TRIMBLE NAVIGATION LTD 331,446 321,044
    TACTILE SYSTEMS TECHNOLOGY 68,293 110,708
    SUPERNUS PHARMACEUTICALS INC COM 97,818 135,860
    Q2 HOLDINGS INC COM 58,288 60,416
    OLLIE'S BARGAIN OUTLET HOLDINGS INC COM 89,853 142,825
    LIGAND PHARMACEUTICALS INC COM 376,936 524,554
    INPHI CORP COM 69,160 64,730
    KINSALE CAPITAL GROUP INC COM 70,846 72,909
    DESCARTES SYSTEMSGRP 89,302 96,720
    MICROCHIP TECHNOLOGY INC COM 361,914 363,617
    DENTSPLY SIRONA INC COM 246,838 226,071
    REALPAGE INC COM 217,205 273,186
    TELEFLEX INC COM 195,891 202,499
    WABCO HOLDINGS INC COM 199,377 168,626
    BURLINGTON STORES INC. 208,246 239,343

    TY 2017 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 268 134   134


    TY 2017 OtherDecreasesSchedule
    Name:
    EASTER FOUNDATION INC
    EIN:
    20-0499778
    Description Amount
    ADJUSTMENT TO DONATED SECURITIES TO TAX BASIS 1,527,041


    TY 2017 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 34,472 34,472   0
    MANAGEMENT FEES 148,645 148,645   0
    MISCELLANEOUS 127 63   64
    BANK SERVICE CHARGES 36 0   36


    TY 2017 TaxesSchedule
    Name:
    EASTER FOUNDATION INC
    EIN:
    20-0499778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 59,758 0   0