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 06-01-2019 , and ending 05-31-2020
Name of foundation
EDWARD AND HANNAH M RUTLEDGE CHARITIES
INC
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 758
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHIPPEWA FALLS, WI54729
A Employer identification number

39-0806178
B Telephone number (see instructions)

(715) 723-6618
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$24,812,923J 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) 1,338
2 Check bullet.............
3 Interest on savings and temporary cash investments 5,559 5,559  
4 Dividends and interest from securities... 1,019,249 1,019,249  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 281,929
b Gross sales price for all assets on line 6a 7,940,266
7 Capital gain net income (from Part IV, line 2)... 281,929
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)....... Click to see attachment 103,077 25,000  
12 Total. Add lines 1 through 11........ 1,411,152 1,331,737  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 128,385 32,096   96,289
14 Other employee salaries and wages...... 61,410 15,352   46,058
15 Pension plans, employee benefits....... 9,848 2,462   7,386
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 72,630 6,166   18,498
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 19,225 4,806   14,419
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 624 156   468
23 Other expenses (attach schedule)....... Click to see attachment 65,201 16,301   48,900
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 357,323 77,339   232,018
25 Contributions, gifts, grants paid....... 999,356 999,356
26 Total expenses and disbursements. Add lines 24 and 25 1,356,679 77,339   1,231,374
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 54,473
b Net investment income (if negative, enter -0-) 1,254,398
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............. 7,653 32,714 32,714
2 Savings and temporary cash investments......... 452,091 569,193 569,193
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)....... 18,767,338 Click to see attachment18,679,648 23,190,568
c Investments—corporate bonds (attach schedule)....... 837,086 Click to see attachment837,086 994,732
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 bullet25,716
Less: accumulated depreciation (attach schedule) bullet   25,716 25,716 25,716
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,089,884 20,144,357 24,812,923
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........ 1,400,000 1,400,000
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 18,689,884 18,744,357
29 Total net assets or fund balances (see instructions)..... 20,089,884 20,144,357
30 Total liabilities and net assets/fund balances (see instructions). 20,089,884 20,144,357
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
20,089,884
2
Enter amount from Part I, line 27a .....................
2
54,473
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
20,144,357
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
20,144,357
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 7,940,266   7,658,337 281,929
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       281,929
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 2 281,929
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 1,205,337 24,754,382 0.048692
2017 1,026,652 25,157,968 0.040808
2016 1,337,872 23,596,378 0.056698
2015 1,187,778 22,868,374 0.051940
2014 1,210,616 24,297,796 0.049824
2
Total of line 1, column (d) .....................
2
0.247962
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
0.049592
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
24,718,901
5
Multiply line 4 by line 3......................
5
1,225,860
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
12,544
7
Add lines 5 and 6........................
7
1,238,404
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,231,374
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 25,088
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 25,088
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 25,088
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 19,734
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 19,734
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 161
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 5,515
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet   RefundedBullet 11  
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 ofbulletJULENE BOWE Telephone no.bullet (715) 723-6618

    Located atbullet404 N BRIDGE STCHIPPEWA FALLSWI ZIP+4bullet54729
    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
     
    No
    .........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
    JULENE BOWE ASSISTANT SECRETARY
    30.00     		66,427 0 0
    404 N BRIDGE ST
    CHIPPEWA FALLS,WI54729
    GERALD NAIBERG PRESIDENT
    2.00     		22,292 0 0
    404 N BRIDGE ST
    CHIPPEWA FALLS,WI54729
    DAVID HANCOCK VICE PRESIDENT
    2.00     		19,833 0 0
    404 N BRIDGE ST
    CHIPPEWA FALLS,WI54729
    THOMAS LEINENKUGEL SECRETARY-TREASURER
    2.00     		19,833 0 0
    404 N BRIDGE ST
    CHIPPEWA FALLS,WI54729
    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
    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  
    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
    24,458,746
    b
    Average of monthly cash balances.......................
    1b
    636,585
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    25,095,331
    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
    25,095,331
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    376,430
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    24,718,901
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,235,945
    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
    1,235,945
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    25,088
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
    14,223
    c
    Add lines 2a and 2b............................
    2c
    39,311
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,196,634
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,196,634
    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
    1,196,634
    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
    1,231,374
    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
    1,231,374
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,231,374
    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 1,196,634
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 823,677
    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......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 1,231,374
    a Applied to 2018, but not more than line 2a 823,677
    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..... 407,697
    e Remaining amount distributed out of corpus 0
    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 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 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 ..........     		788,937
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    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).)
    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 e-mail address of the person to whom applications should be addressed:
    JULENE BOWE
    404 N BRIDGE ST
    CHIPPEWA FALLS,WI54729
    (715) 723-6618
    bThe form in which applications should be submitted and information and materials they should include:
    THE APPLICATION FORM REQUIRES THE FOLLOWING INFORMATION TO BE INCLUDED: -NAME AND CONTACT INFO -SOCIAL SECURITY NUMBER -HOW LONG HAVE YOU LIVED AT YOUR CURRENT ADDRESS? -DO YOU RENT? LANDLORD INFORMATION, PREVIOUS ADDRESS -NAME AND ADDRESS OF YOUR PARENTS, WILL THEY HELP YOU? IF SO WHY NOT, -DO YOU HAVE OTHER FRIENDS OR RELATIVES THAT WILL HELP YOU? -ARE YOU MARRIED? ARE YOU DIVORCED? -SPOUSAL INFORMATION, INFORMATION OF ANY CHILDREN LIVING WITH YOU (AGE AND NAMES) -ARE YOU WORKING, WHERE DO YOU WORK? -IF YOU ARE NOT WORKING, EXPLAIN WHY YOU HAVE NOT WORKED, WHY DID YOU LEAVE THAT JOB, WHAT WAS THE LAST JOB HAD? -CAN YOU WORK, IF NOT, WHY? -DO YOU HAVE A CAR? MAKE AND YEAR -DO YOU RECEIVE ASSISTANCE FROM ANY CHIPPEWA COUNTY AGENCIES? -IF SO, LIST AGENCY AND AMOUNT YOU RECEIVE EACH MONTH, FOOD STAMPS? -DO YOU RECEIVE SSI? HOW MUCH? -ANY OTHER SOURCES OF INCOME? HOW MUCH? -HAVE YOU EVER RECEIVED HELP FROM RUTLEDGE CHARITIES? -WHY DO YOU NEED HELP?
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RESIDENTS OF CHIPPEWA COUNTY, WI ARE PREFERRED.
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JULENE BOWE
    404 N BRIDGE ST
    CHIPPEWA FALLS,WI54729
    (715) 723-6618
    bThe form in which applications should be submitted and information and materials they should include:
    -NAME AND CONTACT INFORMATION -MARITAL STATUS -NAME OF HIGH SCHOOL -LIST OF ACTIVITIES AND ACHIEVEMENTS AT SCHOOL AND IN COMMUNITY -COLLEGE YOU PLAN TO ATTEND, MAJOR -GRADUATION DATE -FULL TIME OR PART TIME STUDENT AND EXPLANATION -EMPLOYMENT INFORMATION -ALL APPLICANTS MUST APPLY FOR FINANCIAL AID AND SUBMIT A COPY OF THE FAFSA REPORT WITH APPLICATION -PARENTAL STATUS (DIVORCED, DECEASED, STEP, OTHER) -PARENTAL INFORMATION -FINANCIAL ASSISTANCE BEING PROVIDED FROM FAMILY -STATEMENT OF NEED - EXPLAIN ANY SPECIAL CIRCUMSTANCES THAT IMPACT YOUR FINANCIAL SITUATION BUT MAY NOT BE OBVIOUS ON THE STUDENT AID REPORT. -LIST OTHER SOURCES OF FUNDS FOR COLLEGE EXPENSES -OTHER SCHOLARSHIPS -ESTIMATE OF TUITION AND OTHER EXPENSES -COMPLETE TRANSCRIPT OF HIGH SCHOOL GRADES
    cAny submission deadlines:
    SCHOLARSHIP APPLICATIONS MUST BE SUBMITTED BY JUNE EACH YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RESIDENTS OF CHIPPEWA COUNTY, WI ARE PREFERRED.
    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
    CHIPPEWA AREA HISTORY CENTER
    123 ALLEN STREET
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST, PLEDGE 1 OF 3 125,000
    FEED MY PEOPLE FOOD BANK
    2610 ALPINE ROAD
    EAU CLAIRE,WI54703     		  PC AID AND ASSIST, FACILITY EXPANSION PLEDGE 2 OF 5 50,000
    CHIPPEWA VALLEY TECHNICAL COLLEGE
    620 W CLAIREMONT AVENUE
    EAU CLAIRE,WI54701     		  GOV AID AND ASSIST, PLEDGE 2 OF 4 50,000
    BOYS & GIRLS CLUB OF GREATER CHIPPEWA VALLEY
    21 E GRAND AVENUE
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST, SUMMER SCHOOL AND AFTER SCHOOL 50,000
    OPEN DOOR CLINIC
    PO BOX 271
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST, FUNDING THE CLINIC 45,000
    CHIPPEWA FALLS AREA SENIOR CENTER
    1000 E GRAND AVE
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST, AARP TAX AIDE AND OPERATING EXPENSES 30,200
    WORKFORCE RESOURCE
    401 TECHNOLOGY DRIVE E S
    MENOMONIE,WI54751     		  PC AID AND ASSIST, YOUTH BUILD PROGRAM 25,000
    LEGACY COMMUNITY CENTER
    26 W GRAND AVE
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST, AGNES TABLE AND OPERATING EXPENSES 25,000
    BRIGHT SMILES
    5388 STATE HWY 64
    BLOOMER,WI54724     		  PC AID AND ASSIST, SUPPLIES AND OPERATING EXPENSES 25,000
    FAMILY SUPPORT CENTER
    PO BOX 143
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST, PARENTING PROGRAM 20,000
    CORNELLLAKE HOLCOMBE 21ST CENTURY CLC
    PO BOX 517
    CORNELL,WI54732     		  PC AID AND ASSIST, COMMUNITY LEARNING CENTERS 20,000
    AGNES TABLE
    26 W GRAND AVENUE
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST, OPERATING EXPENSES 20,000
    VALLEY VINEYARD FOOD PANTRY
    910 BRIDGEWATER AVENUE
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST, FOOD PANTRY ADDITION 18,500
    MOBILE MEALS
    PO BOX 601
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST, OPERATING EXPENSES 15,000
    HOPE GOSPEL MISSION
    PO BOX 1127
    EAU CLAIRE,WI54702     		  PC AID AND ASSIST, OPERATING EXPENSES 15,000
    CHIPPEWA VALLEY FAMILY YMCA
    611 JEFFERSON AVENUE
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST, CHIPPEWA CO. MEMBERSHIP SUPPORT 15,000
    CHIPPEWA COUNTY HOUSING AUTHORITY
    711 N BRIDGE STREET 14
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST, TBRA PROGRAM 15,000
    TAKE A STAND AGAINST METH
    711 N BRIDGE STREET ROOM
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST, TAKE A STAND AGAINST METH CAMPAIGN 12,500
    CHILDREN'S MUSEUM OF EAU CLAIRE
    220 S BARSTOW STREET
    EAU CLAIRE,WI54701     		  PC AID AND ASSIST, CAPITAL CAMPAIGN FOR NEW MUSEUM 12,500
    ST FRANCESCA FOOD PANTRY
    117 ALLEN STREET
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST 10,000
    MENTOR CHIPPEWA
    750 TROPICANA BLVD
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST, GENERAL OPERATIONS 10,000
    LITERACY CHIPPEWA VALLEY
    510 S FARWELL ST
    EAU CLAIRE,WI54701     		  PC AID AND ASSIST, CHIPPEWA CO. RESIDENTS SUPPORT 10,000
    GIRL SCOUTS OF NW GREAT LAKES
    4222 OAKWOOD HILLS PKWY
    EAU CLAIRE,WI54701     		  PC AID AND ASSIST, CHIPPEWA CO. PROGRAMS 10,000
    CHIPPEWA VALLEY FREE CLINIC
    1030 OAK RIDGE DRIVE
    EAU CLAIRE,WI54701     		  PC AID AND ASSIST, CHIPPEWA CO. PATIENTS 10,000
    CHIPPEWA AREA SCHOOL DISTRICT - HALMSTAD SOLAR PAVILION
    1130 MILES STREET
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST, HALMSTAD SOLAR PAVILION 10,000
    BLOOMER FOOD PANTRY
    2300 DUNCAN ROAD
    BLOOMER,WI54724     		  PC AID AND ASSIST 10,000
    FEED MY PEOPLE
    2610 ALPINE ROAD
    EAU CLAIRE,WI54703     		  PC THE LEGACY CENTER FOOD PANTRY AND SALVATION ARMY FOOD PANTRY 8,000
    CURTIE CARES
    PO BOX 135
    BLOOMER,WI54724     		  PC AID AND ASSIST, CHIPPEWA CO. TRANSPORTATION 7,500
    STANLEY AREA FOOD PANTRY
    147 E 4TH AVENUE
    STANLEY,WI54768     		  PC AID AND ASSIST 6,000
    FIRST PRESBYTERIAN CHURCH FOOD PANTRY
    130 W CENTRAL STREET
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST 6,000
    CORNELL FOOD PANTRY
    PO BOX 307
    CORNELL,WI54732     		  PC AID AND ASSIST 6,000
    CADOTT 4C' S FOOD PANTRY
    112 MILL AVENUE
    CADOTT,WI54727     		  PC AID AND ASSIST 6,000
    JIM FALLS COMMUNITY FOOD PANTRY
    11582 161ST STREET
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST 5,000
    LAKE HOLCOMBE FOOD PANTRY
    28530 250TH AVENUE
    HOLCOMBE,WI54745     		  PC AID AND ASSIST 4,000
    ENGLISH LUTHERAN BATEMAN PANTRY PALS
    20588 CTY HWY X
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST 4,000
    CARELINK
    4140 126TH STREET
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST, GAS CARDS 4,000
    CHIPPEWA VALLEY HIGH SCHOOL
    2820 E PARK AVENUE
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST, NUTRITION ENHANCEMENT INITIATIVE 3,500
    SPIRIT OF CHRISTMAS
    PO BOX 831
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST, GIFTS FOR NEEDY FAMILIES 2,500
    ASPYN ARENDT
    9044 125TH AVENUE
    BLOOMER,WI54724     		  I SCHOLARSHIP 2,000
    STEPHEN ARTON
    19976 CTY HWY DD
    BLOOMER,WI54724     		  I SCHOLARSHIP 2,000
    AMBER ATCHISON
    5360 175TH STREET
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 2,000
    EMILY AUSMAN
    2568 40TH STREET
    ELK MOUND,WI54739     		  I SCHOLARSHIP 2,000
    LOREN BEAUDETTE
    9680 168TH STREET
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 2,000
    MASON BICHANICH
    410 N FRANKLIN STREET
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    COLE BISCHEL
    17234 130TH STREET
    BLOOMER,WI54724     		  I SCHOLARSHIP 2,000
    LOUIS BISCHEL
    19185 102ND STREET
    BLOOMER,WI54724     		  I SCHOLARSHIP 2,000
    ASHLEY BOWE
    822 OLIVE STREET
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 2,000
    PEYTON BOWE
    20208 CTY HWY K
    CORNELL,WI54732     		  I SCHOLARSHIP 2,000
    JASON BRUNNER
    36256 20TH AVENUE
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    BOBBI BURGESS
    21550 CTY HWY X
    CADOTT,WI54727     		  I SCHOLARSHIP 2,000
    SAMUEL BURZYNSKI
    6993 CTY HWY H
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    TAYLOR BURZYNSKI
    9796 370TH STREET
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    CLAYTON CARLSON
    6316 CTY HWY H
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    CARLEY CHWALA
    34351 CTY HWY MM
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    THEO CHWALA
    34351 CTY HWY MM
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    JADE CIULLA
    4731 BEACON HILL CIRCLE
    EAGAN,MN55122     		  I SCHOLARSHIP 2,000
    AUTUMN DEMBOWSKI
    200 NESHONOC ROAD APT 2
    WEST SALEM,WI54669     		  I SCHOLARSHIP 2,000
    HAILEY DURAND-CHRISTIANSON
    12404 CTY HWY DD
    COLFAX,WI54730     		  I SCHOLARSHIP 2,000
    LAUREN ENDVICK
    5893 CTY HWY H
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    NICHOLAS ENDVICK
    W11150 HIXWOOD ROAD
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    BRITTANY ERICKSON
    4743 270TH STREET
    CADOTT,WI54727     		  I SCHOLARSHIP 2,000
    MEGAN FASBENDER
    123 S BROWN STREET
    CADOTT,WI54727     		  I SCHOLARSHIP 2,000
    CALLIE GALLION
    4800 W DEER RUN DRIVE A
    BROWN DEER,WI53223     		  I SCHOLARSHIP 2,000
    JORDAN GALLION
    1429 X-RAY STREET
    BLOOMER,WI54724     		  I SCHOLARSHIP 2,000
    SAMANTHA GARDOW
    515 W ELM STREET
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 2,000
    STEPHANIE GOEBEL
    19651 350TH STREET
    GILMAN,WI54433     		  I SCHOLARSHIP 2,000
    ANTHONY GORDON
    224 N COLUMBIA STREET
    NEW AUBURN,WI54757     		  I SCHOLARSHIP 2,000
    CHRISTINA GORDON
    224 N COLUMBIA STREET
    NEW AUBURN,WI54757     		  I SCHOLARSHIP 2,000
    JACOB HALL
    117 N 5TH STREET
    CORNELL,WI54732     		  I SCHOLARSHIP 2,000
    AMANDA HAZUGA
    9728 CTY HWY H
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    ERIC HOFFSTATTER
    35763 100TH AVENUE
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    MADELYN IRWIN
    10444 51ST AVENUE
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 2,000
    JACOB KARLEN
    36558 90TH AVENUE
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    MAGDLIN KEEKU
    W11978 PINE ROAD
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    ETHAN KJELLBERG
    3775 20TH STREET
    ELK MOUND,WI54739     		  I SCHOLARSHIP 2,000
    BENJAMIN KLAHR
    3439 FERN COURT
    EAU CLAIRE,WI54703     		  I SCHOLARSHIP 2,000
    ELLA KOENIG
    N14186 COPENHAVER AVEN
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    ELLE KRAMSCHUSTER
    400 THOMPSON STREET
    BLOOMER,WI54724     		  I SCHOLARSHIP 2,000
    HANNAH LINDQUIST
    605 MAIN STREET
    CORNELL,WI54732     		  I SCHOLARSHIP 2,000
    COLTON LUNEMANN
    9200 237TH AVENUE
    NEW AUBURN,WI54757     		  I SCHOLARSHIP 2,000
    EMILY MAHR
    9124 330TH STREET
    BOYD,WI54726     		  I SCHOLARSHIP 2,000
    HARRY MATESKI
    455 GRANT STREET APT 4A
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    ISAIAH MCKNIGHT
    4379 131ST STREET
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 2,000
    CADE MEYER
    624 WESTHAVEN ROAD
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 2,000
    JAMES MIKULA
    19760 80TH STREET
    BLOOMER,WI54724     		  I SCHOLARSHIP 2,000
    BENJAMIN MILAS
    9763 315TH STREET
    BOYD,WI54726     		  I SCHOLARSHIP 2,000
    BRANDON MILAS
    14908 CTY HWY G
    BOYD,WI54726     		  I SCHOLARSHIP 2,000
    ALEXIS MUNROE
    651 E NORTH ROAD
    CADOTT,WI54727     		  I SCHOLARSHIP 2,000
    ELIJAH MUTTER-SCHULZ
    851 WILSON STREET
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 2,000
    CARLIE NELSON
    36589 100TH AVENUE
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    BRYCE NICHOLS
    9063 355TH STREET
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    HAYLEY NICHOLS
    9063 355TH STREET
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    DYLAN NORTH
    529 S EAST STREET
    NEW AUBURN,WI54757     		  I SCHOLARSHIP 2,000
    BROOKE NOWAK
    9680 168TH STREET
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 2,000
    GENEVA NUNES
    11812 120TH AVENUE
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 2,000
    HOPE NYE
    6799 CTY HWY XX
    CADOTT,WI54727     		  I SCHOLARSHIP 2,000
    GEORGIA O'CONNOR
    31167 300TH AVENUE
    HOLCOMBE,WI54745     		  I SCHOLARSHIP 2,000
    CODY OKERGLICKI
    N2030 CTY HWY H
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    COURTNEY PEDERSON
    8024 223RD STREET
    CADOTT,WI54727     		  I SCHOLARSHIP 2,000
    KENADI POIRIER
    4494 155TH AVENUE
    BLOOMER,WI54724     		  I SCHOLARSHIP 2,000
    ALLISON PRILL
    315 IRVINE STREET
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 2,000
    COLLIN PRILL
    315 IRVINE STREET
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 2,000
    NADIA RADA
    8092 CTY HWY M
    NEW AUBURN,WI54757     		  I SCHOLARSHIP 2,000
    JOSIE RADTKE
    N2570 CTY ROAD G
    BOYD,WI54726     		  I SCHOLARSHIP 2,000
    TATE RUSSELL
    15581 20TH STREET
    COLFAX,WI54730     		  I SCHOLARSHIP 2,000
    JENA SECRAW
    7332 67TH AVENUE
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 2,000
    MACKENZIE SHAKAL
    9645 166TH STREET
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 2,000
    DAMIEN SHORT
    9867 171ST STREET
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 2,000
    JESSICA SIKORA
    30507 185TH AVENUE
    CORNELL,WI54732     		  I SCHOLARSHIP 2,000
    ARIK SKIFSTAD
    3505 N HASTINGS WAY
    EAU CLAIRE,WI54703     		  I SCHOLARSHIP 2,000
    BRANDY SLOWIAK
    254 E 2ND AVENUE
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    LEONA SONNENTAG
    2720 295TH STREET
    CADOTT,WI54727     		  I SCHOLARSHIP 2,000
    LUKE SPAETH
    33554 CTY HWY MM
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    AMANDA STAIB
    400 MADISON STREET
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    KATELYN STEINMETZ
    624 DUTCHMAN DRIVE APT 3
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 2,000
    NATALIE STEWART
    4818 183RD STREET
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 2,000
    NOELLE STRZOK
    29865 240TH STREET
    HOLCOMBE,WI54745     		  I SCHOLARSHIP 2,000
    CATELYN SWENSON
    17571 142ND AVENUE
    JIM FALLS,WI54748     		  I SCHOLARSHIP 2,000
    KATIE SWOPE
    448 W MAPLE STREET
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    BENJAMIN TURNER
    104 MCKNIGHT STREET
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    BRIANNA TURNER
    104 MCKNIGHT STREET
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    ALLISON VITORT
    N1488 SKYLINE DRIVE
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    BRADY WEBSTER
    25486 293RD AVENUE
    HOLCOMBE,WI54745     		  I SCHOLARSHIP 2,000
    GRACE WILLIAMS
    2381 CTY HWY D
    BOYD,WI54726     		  I SCHOLARSHIP 2,000
    ZECHARIAH WOJTCZAK
    8992 240TH STREET
    CADOTT,WI54727     		  I SCHOLARSHIP 2,000
    COLE WOZNIAK
    33731 90TH AVENUE
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    CRYSTAL WOZNIAK
    33731 90TH AVENUE
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    AMANDA WRIGHT
    467 E 1ST AVENUE
    STANLEY,WI54768     		  I SCHOLARSHIP 2,000
    KENDALL ZEMAN
    19503 85TH STREET
    BLOOMER,WI54724     		  I SCHOLARSHIP 2,000
    OLIVIA ZWIEFELHOFER
    2020 IVY STREET
    BLOOMER,WI54724     		  I SCHOLARSHIP 2,000
    FAITH ANDERSON
    4136 125TH STREET
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 1,500
    LOGAN ANDERSON
    16109 COUNTY HWY Y
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 1,500
    JESSICA BARR
    17615 100TH STREET
    BLOOMER,WI54724     		  I SCHOLARSHIP 1,500
    JOHN BARR
    17615 100TH STREET
    BLOOMER,WI54724     		  I SCHOLARSHIP 1,500
    BENJAMIN BOIE
    N13039 KOSER AVENUE
    THORP,WI54771     		  I SCHOLARSHIP 1,500
    COLLIN BUNGARTZ
    16152 65TH STREET
    BLOOMER,WI54724     		  I SCHOLARSHIP 1,500
    NATHALIE BURMEISTER
    10425 161ST STREET
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 1,500
    OLIVIA BURMEISTER
    10425 161ST STREET
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 1,500
    ALYSSA DACHEL
    2641 125TH AVENUE
    COLFAX,WI54730     		  I SCHOLARSHIP 1,500
    AVA DACHEL
    21515 CTY HWY DD
    NEW AUBURN,WI54757     		  I SCHOLARSHIP 1,500
    BAILEY DUCOMMUN
    1558 ECHO RIDGE ROAD S
    ROCHESTER,MN55902     		  I SCHOLARSHIP 1,500
    KATHERINE FARIS
    5966 188TH STREET
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 1,500
    PAYTON FREAGON
    537 E OAK STREET
    CADOTT,WI54727     		  I SCHOLARSHIP 1,500
    FELISHA GLOMSKI
    22564 45TH AVENUE
    CADOTT,WI54727     		  I SCHOLARSHIP 1,500
    BENJAMIN GOETTL
    15621 CTY HWY G
    STANLEY,WI54768     		  I SCHOLARSHIP 1,500
    MEGAN GOODMAN
    14487 360TH STREET
    STANLEY,WI54768     		  I SCHOLARSHIP 1,500
    MITCHELL GUNDERSON
    26211 135TH AVENUE
    CADOTT,WI54727     		  I SCHOLARSHIP 1,500
    TAYLOR HEDRINGTON
    18771 72ND AVENUE
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 1,500
    JENNA HOFFSTATTER
    9336 360TH STREET
    STANLEY,WI54768     		  I SCHOLARSHIP 1,500
    EMILY HOLLOWAY
    10261 230TH AVENUE
    BLOOMER,WI54724     		  I SCHOLARSHIP 1,500
    MAZIE JACKAN
    9675 166TH STREET
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 1,500
    HAILEY JARR
    8679 CTY HWY C
    BLOOMER,WI54724     		  I SCHOLARSHIP 1,500
    KARISSA LAUER
    18497 60TH STREET
    BLOOMER,WI54724     		  I SCHOLARSHIP 1,500
    MIKAYLA LEBAKKEN
    11840 165TH AVENUE
    BLOOMER,WI54724     		  I SCHOLARSHIP 1,500
    0RIANNA LEBAL
    30307 CTY HWY G
    SHELDON,WI54766     		  I SCHOLARSHIP 1,500
    ALLISON LINDQUIST
    6323 17TH AVENUE
    EAU CLAIRE,WI54703     		  I SCHOLARSHIP 1,500
    ALEXANDER LISIECKI
    342 S FRANKLIN STREET
    STANLEY,WI54768     		  I SCHOLARSHIP 1,500
    MASEN MILLER
    2119 9TH AVENUE
    BLOOMER,WI54724     		  I SCHOLARSHIP 1,500
    GRACE POST
    26755 160TH STREET
    NEW AUBURN,WI54757     		  I SCHOLARSHIP 1,500
    ZACH RUF
    21441 175TH STREET
    CORNELL,WI54732     		  I SCHOLARSHIP 1,500
    MEGAN SARAUER
    6713 190TH AVENUE
    BLOOMER,WI54724     		  I SCHOLARSHIP 1,500
    KARISSA SCHILLINGER
    33208 115TH AVENUE
    BOYD,WI54726     		  I SCHOLARSHIP 1,500
    JACK SKIFSTAD
    3505 N HASTINGS WAY
    EAU CLAIRE,WI54703     		  I SCHOLARSHIP 1,500
    HEIDI SKWIERCZYNSKI
    2552 106TH STREET
    EAU CLAIRE,WI54703     		  I SCHOLARSHIP 1,500
    KENDRA SKWIERCZYNSKI
    2552 106TH STREET
    EAU CLAIRE,WI54703     		  I SCHOLARSHIP 1,500
    AUSTIN SYKORA
    9727 129TH STREET
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 1,500
    BRAXTON THOMPSON
    112 S MICHAEL STREET
    BOYD,WI54726     		  I SCHOLARSHIP 1,500
    ERIC WACHTENDOCK
    6321 186TH AVENUE
    BLOOMER,WI54724     		  I SCHOLARSHIP 1,500
    MADELINE WAHL
    20512 80TH AVENUE
    CADOTT,WI54727     		  I SCHOLARSHIP 1,500
    CLAIRE WALTER
    14727 106TH AVENUE
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 1,500
    CARTER WELCH
    5037 190TH AVENUE
    BLOOMER,WI54724     		  I SCHOLARSHIP 1,500
    NICOLE WINIARCZYK
    9690 280TH AVENUE
    NEW AUBURN,WI54757     		  I SCHOLARSHIP 1,500
    KENDRA YODER
    1535 ENGLEWOOD AVENUE B
    ST PAUL,MN55104     		  I SCHOLARSHIP 1,500
    EASTER SEALS WI CAMP
    8001 EXCELSIOR DRIVE SUITE
    MADISON,WI53717     		  PC AID AND ASSIST, CAMP FUNDING REQUEST 1,136
    SENIOR REVIEW (BRIDGING CHIPPEWA CO) PAPER
    3315 NIMITZ STREET
    EAU CLAIRE,WI54071     		  PC AID AND ASSIST, SENIOR PAPER 1,000
    CHIPPEWA COUNTY DEPT OF PUBLIC HEALTHCOMM OUTREACH
    711 N BRIDGE STREET ROOM
    CHIPPEWA FALLS,WI54729     		  GOV AID AND ASSIST, CORP PROGRAM 1,000
    ALZHEIMER'S ASSOCIATION
    404 1/2 N BRIDGE STREET
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST, WALK TO END ALZHEIMERS 1,000
    ALANO CLUB 76 INC
    76 E CENTRAL STREET
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST, CHARITABLE CONTRIBUTION 1,000
    EMILY ANDERSON
    18781 72ND AVENUE
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 1,000
    KYRA ARENDT
    9044 125TH AVENUE
    BLOOMER,WI54724     		  I SCHOLARSHIP 1,000
    DANIELLE BELAU
    1634 EAGLE STREET
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 1,000
    AUSTIN BURZYNSKI
    6993 CTY HWY H
    STANLEY,WI54768     		  I SCHOLARSHIP 1,000
    BRYCE ELKIN
    9566 137TH STREET
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 1,000
    BRYCE ERICKSON
    4743 270TH STREET
    CADOTT,WI54727     		  I SCHOLARSHIP 1,000
    BRADY GOETTL
    26975 30TH AVENUE
    CADOTT,WI54727     		  I SCHOLARSHIP 1,000
    ADRIANNA KIRCKOF
    501 OAK STREET
    STANLEY,WI54768     		  I SCHOLARSHIP 1,000
    ALEXIS KRAMER
    206 W HILLSIDE DRIVE
    CADOTT,WI54727     		  I SCHOLARSHIP 1,000
    MAGGIE MCLOONE
    825 N BROADWAY STREET
    STANLEY,WI54768     		  I SCHOLARSHIP 1,000
    EMMA MEYER
    624 WESTHAVEN ROAD
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 1,000
    ALEXANDER MUELLER
    530 WOODWARD AVENUE
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 1,000
    RYAN RATCLIFF
    1619 THOMPSON STREET
    BLOOMER,WI54724     		  I SCHOLARSHIP 1,000
    KATHRYN ROKENBRODT
    4170 143RD STREET
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 1,000
    LUCAS SCHMELZER
    900 N BROADWAY STREET
    STANLEY,WI54768     		  I SCHOLARSHIP 1,000
    MEGAN SECRAW
    7332 67TH AVENUE
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 1,000
    HOLLY SMITH
    N950 MEYER ROAD
    BOYD,WI54726     		  I SCHOLARSHIP 1,000
    JAKE SONNENTAG
    6443 350TH STREET
    STANLEY,WI54768     		  I SCHOLARSHIP 1,000
    RYAN SWENSON
    17571 142ND AVENUE
    JIM FALLS,WI54748     		  I SCHOLARSHIP 1,000
    KAITLYN TICE
    10526 CTY HWY S SOUTH
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 1,000
    CLINT WARMINSKI
    W11860 PINE ROAD
    STANLEY,WI54768     		  I SCHOLARSHIP 1,000
    MAKAYLA ROMUNDSTAD
    11648 200TH STREET
    JIM FALLS,WI54748     		  I SCHOLARSHIP 1,000
    OLIVER SHAKAL
    20109 77TH AVENUE
    CHIPPEWA FALLS,WI54729     		  I SCHOLARSHIP 1,000
    CHIPPEWA COUNTY DEPT OF HUMAN SERVICESCAMP
    711 N BRIDGE STREET
    CHIPPEWA FALLS,WI54729     		  GOV AID AND ASSIST, CAMP FUNDING REQUEST 966
    NATIONAL CHILD SAFETY COUNCIL
    32 E SPRUCE STREET
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST, CHILD SAFETY AND DRUG PREVENTION EDUCATION PROGRAM 250
    NATIONAL FIRE SAFETY COUNCIL
    1301 CHIPPEWA CROSSING
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST, CHIPPEWA CO. PROGRAM 120
    WILLIE MCNEAL
    802 FOX ROAD
    CORNELL,WI54732     		  I RELIEF/CHARITY 50
    JAMIE JOHNSON
    14177 47TH AVENUE
    CHIPPEWA FALLS,WI54729     		  I RELIEF/CHARITY 50
    KELCY JOHNSON
    26290 274TH STREET
    HOLCOMBE,WI54745     		  I RELIEF/CHARITY 44
    BRIAN KING
    14279 CTY HWY D
    CORNELL,WI54732     		  I RELIEF/CHARITY 48
    JAYME HALL
    303 W GARDEN STREET APT
    CHIPPEWA FALLS,WI54729     		  I RELIEF/CHARITY 20
    LARRY BOOTH
    6 W GRAND AVENUE
    CHIPPEWA FALLS,WI54729     		  I RELIEF/CHARITY -10
    JEFFREY TEUBERT
    3097 CTY HWY OO
    CHIPPEWA FALLS,WI54729     		  I RELIEF/CHARITY 20
    SHEILA WATHKE
    18597 54TH AVENUE
    CHIPPEWA FALLS,WI54729     		  I RELIEF/CHARITY -38
    Total .................................bullet 3a 999,356
    bApproved for future payment
    CHIPPEWA AREA HISTORY CENTER
    123 ALLEN STREET
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST, PLEDGE 350,000
    FEED MY PEOPLE FOOD BANK
    2610 ALPINE ROAD
    EAU CLAIRE,WI54703     		  PC AID AND ASSIST, FACILITY EXPANSION PLEDGE 150,000
    CHIPPEWA VALLEY TECHNICAL COLLEGE
    620 W CLAIREMONT AVENUE
    EAU CLAIRE,WI54701     		  GOV AID AND ASSIST, PLEDGE 50,000
    CHIPPEWA COUNTY HOUSING AUTHORITY
    711 N BRIDGE STREET 14
    CHIPPEWA FALLS,WI54729     		  PC AID AND ASSIST, TBRA PROGRAM 30,000
    Total .................................bullet 3b 580,000
    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 5,559  
    4 Dividends and interest from securities....     14 1,019,249  
    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..... 522100 78,077 14 25,000  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 281,929  
    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).. 78,077 1,331,737 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,409,814
    (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
    ALZHEIMER'S ASSOCIATION SUPPORT OCCUPIES FREE OFFICE SPACE
    COMMUNITY FOUNDATION OF CHIPPEWA COUNTY COMMUNITY FOUNDATION OCCUPIES FREE OFFICE SPACE
    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


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