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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
MERCY WORKS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 7465
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
APPLETON, WI549127073
A Employer identification number

43-1954871
B Telephone number (see instructions)

(920) 954-9861
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$22,258,042J Accounting method:
Modified Cash
(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) 23,426
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 212,950 212,950  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,756,966
b Gross sales price for all assets on line 6a 23,385,985
7 Capital gain net income (from Part IV, line 2)... 2,756,966
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 6,900 6,900  
12 Total. Add lines 1 through 11........ 3,000,242 2,976,816  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 82,704 27,562   55,142
14 Other employee salaries and wages...... 122,185 611   121,574
15 Pension plans, employee benefits....... 8,572 43   8,529
16a Legal fees (attach schedule)......... Click to see attachment 988 494   494
b Accounting fees (attach schedule)....... Click to see attachment 14,325 10,028   4,297
c Other professional fees (attach schedule).... Click to see attachment 120,991 113,116   7,875
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 32,064 0   64
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 26,632 0   26,632
21 Travel, conferences, and meetings....... 8,364 5,371   2,993
22 Printing and publications.......... 655 0   655
23 Other expenses (attach schedule)....... Click to see attachment 19,039 0   19,039
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 436,519 157,225   247,294
25 Contributions, gifts, grants paid....... 3,411,691 3,411,691
26 Total expenses and disbursements. Add lines 24 and 25 3,848,210 157,225   3,658,985
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -847,968
b Net investment income (if negative, enter -0-) 2,819,591
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 2,064 1,925 1,925
2 Savings and temporary cash investments......... 1,342,664 1,049,427 1,049,427
3 Accounts receivable bullet38,108
Less: allowance for doubtful accounts bullet   35,028 38,108 38,108
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) 4,706,569 Click to see attachment4,380,751 4,380,751
b Investments—corporate stock (attach schedule)....... 1,007,028 0 0
c Investments—corporate bonds (attach schedule)....... 1,451,147 Click to see attachment2,360,943 2,360,943
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 17,315,893 Click to see attachment14,359,492 14,359,492
14 Land, buildings, and equipment: basis bullet67,396
Less: accumulated depreciation (attach schedule) bullet   67,396 67,396 67,396
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,927,789 22,258,042 22,258,042
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............ 25,927,789 22,258,042
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 25,927,789 22,258,042
30 Total liabilities and net assets/fund balances (see instructions). 25,927,789 22,258,042
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
25,927,789
2
Enter amount from Part I, line 27a .....................
2
-847,968
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
25,079,821
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,821,779
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
22,258,042
Form 990-PF (2020)
Form 990-PF (2020)
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 BMO 71-L084-01-0 P    
b BMO 71-L084-03-6 P    
c BMO 71-L084-04-4 P    
d BMO 71-L084-05-1 P    
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 18,219,575   16,070,062 2,149,513
b 2,311,660   1,962,259 349,401
c 462,867   404,008 58,859
d 2,391,883   2,192,690 199,193
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       2,149,513
b       349,401
c       58,859
d       199,193
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 2,756,966
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 39,192
c All other domestic foundations enter 1.39% 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 39,192
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 39,192
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 51,500
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 51,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 21
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 12,287
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet12,287 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 ofbulletMARY DICKHUT Telephone no.bullet (920) 954-9861

    Located atbullet5733 GRANDE MARKET DR SUITE HAPPLETONWI ZIP+4bullet54913
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    WILLIAM WALKER TREASURER
    10.00     		27,562 0 0
    PO BOX 7465
    APPLETON,WI549127073
    SCOTT FOLLETT SECRETARY
    1.00     		0 0 0
    PO BOX 7465
    APPLETON,WI549127073
    CHARLES JOHNSON CHAIR
    10.00     		55,142 0 0
    PO BOX 7465
    APPLETON,WI549127073
    JOAN FOLLETT BOARD MEMBER
    1.00     		0 0 0
    PO BOX 7465
    APPLETON,WI549127073
    JOE MALONE BOARD MEMBER
    1.00     		0 0 0
    PO BOX 7465
    APPLETON,WI549127073
    BRIAN FOLLETT VICE-CHAIR
    1.00     		0 0 0
    PO BOX 7465
    APPLETON,WI549127073
    MARK FOLLET BOARD MEMBER
    1.00     		0 0 0
    PO BOX 7465
    APPLETON,WI549127073
    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
    MARY DICKHUT EXECUTIVE DIRECTOR
    40.00     		94,500 2,500 0
    PO BOX 7465
    APPLETON,WI54912
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 THE FOUNDATION IS ORGANIZED AND OPERATED TO MAKE DONATIONS TO QUALIFYING PUBLIC CHARITIES. THE FOUNDATION DOES NOT ENGAGE IN ANY OTHER DIRECT CHARITABLE ACTIVITIES. 0
    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 (2020)
    Form 990-PF (2020)
    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
    17,494,950
    b
    Average of monthly cash balances.......................
    1b
    5,381,832
    c
    Fair market value of all other assets (see instructions)................
    1c
    98,142
    d
    Total (add lines 1a, b, and c).........................
    1d
    22,974,924
    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
    22,974,924
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    344,624
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    22,630,300
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,131,515
    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
    1,131,515
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    39,192
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    39,192
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,092,323
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,092,323
    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
    1,092,323
    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
    3,658,985
    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
    3,658,985
    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
    3,658,985
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,092,323
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 2,149,781
    b From 2016...... 2,648,314
    c From 2017...... 1,633,861
    d From 2018...... 3,228,069
    e From 2019...... 4,939,421
    fTotal of lines 3a through e........ 14,599,446
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,658,985
    a Applied to 2019, 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 2020 distributable amount..... 1,092,323
    e Remaining amount distributed out of corpus 2,566,662
    5 Excess distributions carryover applied to 2020. 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 17,166,108
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		2,149,781
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		15,016,327
    10 Analysis of line 9:
    a Excess from 2016.... 2,648,314
    b Excess from 2017.... 1,633,861
    c Excess from 2018.... 3,228,069
    d Excess from 2019.... 4,939,421
    e Excess from 2020.... 2,566,662
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 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 (2020)
    Form 990-PF (2020)
    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
    A&A ALEXANDRINA CENTER LTD
    1600 SHAWANO AVENUE
    GREEN BAY,WI54303     		    MONETARY SUPPORT 4,000
    ASCEND
    1701 PENNSYLVANIA AVENUE NORTHWEST
    SUITE 300
    WASHINGTON,DC20006     		    MONETARY SUPPORT 2,140
    ASSOCIATION OF ST LAWRENCE COMUNITA CENACOLO AMERICA INC
    9485 REGENCY SQUARE BLVD STE 110
    JACKSONVILLE,FL52225     		    MONETARY SUPPORT 15,000
    AUGUSTINE INSTITUTE
    6160 S SYRACUSE WAY
    GREENWOOD VILLAGE,CO80111     		    MONETARY SUPPORT 50,000
    AVE MARIA UNIVERSITY
    5050 AVE MARIA BLVD
    AVE MARIA,FL34142     		    MONETARY SUPPORT 65,000
    CAMP WOJTYLA INC
    114 S FILLMORE AVE
    LOUISVILLE,CO80027     		    MONETARY SUPPORT 10,000
    THE CARDINAL NEWMAN SOCIETY
    PO BOX 1879
    MERRIFIELD,VA22116     		    MONETARY SUPPORT 25,000
    CARMELITE HERMIT OF THE TRINITY
    4270 CEDAR CREEK ROAD
    SLINGER,WI53086     		    MONETARY SUPPORT 1,846
    CATHOLIC ANSWERS
    2020 GILLESPIE WAY
    EL CAJON,CA92020     		    MONETARY SUPPORT 17,000
    CATHOLIC FOUNDATION FOR THE DIOCESE OF GREEN BAY
    PO BOX 22128
    GREEN BAY,WI54305     		    MONETARY SUPPORT 205,000
    CATHOLIC UNIVERSITY OF AMERICA
    620 MICHIGAN AVE NE
    WASHINGTON,DC20064     		    MONETARY SUPPORT 50,000
    CATHOLIC YOUTH EXPEDITIONS
    3035 OBRIEN RD
    BAILEYS HARBOR,WI54202     		    MONETARY SUPPORT 20,000
    SUSAN B ANTHONY LIST ED FUND DBA CHARLOTTE LOZIER INSTITUTE
    2800 S SHIRLINGTON ROAD SUITE 1200
    ARLINGTON,VA22206     		    MONETARY SUPPORT 60,000
    CHRISTOPHER MISSIONS FOUNDATION
    101 PORTOLA DR 7
    SAN FRANCISCO,CA94131     		    MONETARY SUPPORT 9,000
    COMMUNITY CLOTHES CLOSET INC
    1465B OPPORTUNITY WAY
    MENASHA,WI54952     		    MONETARY SUPPORT 5,000
    COTS
    819 S WEST AVENUE
    APPLETON,WI54915     		    MONETARY SUPPORT 1,000
    COURAGE INTERNATIONAL INC
    6450 MAIN STREET
    TRUMBULL,CT06611     		    MONETARY SUPPORT 50,000
    DIOCESE OF AUSTIN
    6225 HIGHWAY 290 EAST
    AUSTIN,TX78723     		    MONETARY SUPPORT 38,500
    DIOCESE OF KABALE
    75 SEWARD STREET
    SAN FRANCISCO,CA94114     		    MONETARY SUPPORT 24,200
    DIOCESE OF LA CROSSE
    3710 EAST AVENUE S PO BOX 4004
    LA CROSSE,WI54602     		    MONETARY SUPPORT 25,000
    DIOCESE OF VENICE IN FLORIDA INC
    1000 PINEBROOK RD
    VENICE,FL34285     		    MONETARY SUPPORT 25,000
    DISMAS MINISTRY INC
    PO BOX 070363
    MILWAUKEE,WI53207     		    MONETARY SUPPORT 15,000
    DOMINICAN SISTERS OF MARY MOTHER OF THE EUCHARIST
    24 FRANK LLOYD WRIGHT DRIVE PO BOX
    365
    ANN ARBOR,MI48106     		    MONETARY SUPPORT 255,000
    ELIZABETH MINISTRY INTERNATIONAL
    120 W 8TH STREET
    KAUKAUNA,WI54130     		    MONETARY SUPPORT 12,069
    ENDOW
    6160 S SYRACUSE WAY STE 210
    GREENWOOD VILLAGE,CO80111     		    MONETARY SUPPORT 15,000
    ESPERANCA
    1911 WEST EARLL DRIVE
    PHOENIX,AZ85015     		    MONETARY SUPPORT 35,000
    EVANGELICAL CATHOLIC
    6602 NORMANDY LN FLOOR 2
    MADISON,WI53719     		    MONETARY SUPPORT 25,000
    FARM OF THE CHILD
    100 SOUTH ASHLEY DRIVE SUITE 600
    TAMPA,FL33602     		    MONETARY SUPPORT 17,500
    FATHER CARR'S PLACE 2B
    1062 N KOELLER DR
    OSHKOSH,WI54902     		    MONETARY SUPPORT 5,000
    FOCUS
    603 PARK POINT DR SUITE 200
    GENESSE,CO80401     		    MONETARY SUPPORT 200,000
    FRANCISCAN BROTHERS OF PEACE
    1289 LAFOND AVENUE
    ST PAUL,MN55104     		    MONETARY SUPPORT 11,735
    GOOD COUNSEL HOMES INC
    600 MEADOWLANDS PAKWAY SUITE 251
    SEACAUCUS,NJ07094     		    MONETARY SUPPORT 20,000
    HEALING THE CULTURE
    605 2ND STREET SUITE 218
    SNOHOMISH,WA98290     		    MONETARY SUPPORT 25,000
    HEART OF THE FATHER MINISTRIES
    PO BOX 905
    ARDMORE,PA19003     		    MONETARY SUPPORT 20,000
    HEARTBEAT INTERNATIONAL
    5000 ARLINGTON CENTRE BOULEVARD
    SUITE 2277
    COLUMBUS,OH43220     		    MONETARY SUPPORT 85,000
    HELP THE HELPLESS
    PO BOX 70308
    VADNAIS HEIGHTS,MN55127     		    MONETARY SUPPORT 30,000
    MAJELLA CARES
    5806 MESA DRIVE SUITE 390
    AUSTIN,TX78731     		    MONETARY SUPPORT 10,000
    HOUSE OF HOPE GREEN BAY INC
    1660 CHRISTIANA STREET
    GREEN BAY,WI54303     		    MONETARY SUPPORT 20,000
    HUMAN LIFE ALLIANCE
    1614 93RD LANE NE
    MINNEAPOLIS,MN55449     		    MONETARY SUPPORT 15,000
    HUMAN LIFE INTERNATIONAL
    4 FAMILY LIFE LANE
    FRONT ROYAL,VA22630     		    MONETARY SUPPORT 25,000
    INSTITUTE OF CATHOLIC CULTURE
    PO BOX 10101
    MCLEAN,VA22102     		    MONETARY SUPPORT 21,000
    INSTITUTE ON RELIGIOUS LIFE
    PO BOX 7500
    LIBERTYVILLE,IL60048     		    MONETARY SUPPORT 10,000
    JOHN PAUL II HEALING CENTER
    2910 KERRY FOREST PARKWAY
    TALLAHASSEE,FL32309     		    MONETARY SUPPORT 50,000
    LABOR OF LOVE DBA BELLA PREGNANCY MEDICAL CLINIC
    1484 WEST SOUTH PARK AVENUE
    OSHKOSH,WI54902     		    MONETARY SUPPORT 12,500
    LABOURE FOUNDATION
    1365 CORPORATE CENTER CURVE SUITE
    104
    EAGAN,MN55121     		    MONETARY SUPPORT 15,000
    LEAVEN INC
    1475 OPPORTUNITY WAY
    MENASHA,WI54952     		    MONETARY SUPPORT 5,000
    LITTLE SISTERS OF THE POOR
    5300 CHESTER AVENUE
    PHILADELPHIA,PA19143     		    MONETARY SUPPORT 20,000
    LIVE ACTION
    2200 WILSON BOULEVARD SUITE 102
    ARLINGTON,VA22201     		    MONETARY SUPPORT 30,000
    MAGIS INSTITUTE
    13280 CHAPMAN AVE
    GARDEN GROVE,CA92840     		    MONETARY SUPPORT 12,500
    MARIAN FATHERS OF THE IMMACULATE CONCEPTION
    EDEN HILL
    STOCKBRIDGE,MA01263     		    MONETARY SUPPORT 7,400
    MARRIAGE AND RELIGION RESEARCH INSTITUTE INC
    8801 KENSINGTON PARKWAY
    CHECY CHASE,MD20815     		    MONETARY SUPPORT 24,000
    MARY MOTHER OF GOD MISSION SOCIETY
    1736 MILESTONE CIR
    MODESTO,CA95357     		    MONETARY SUPPORT 140,000
    MAYO CLINIC
    200 FIRST STREET SW
    ROCHESTER,MN55905     		    MONETARY SUPPORT 1,000
    MILES CHRISTI
    25300 JOHNS RD
    SOUTH LYON,MI48178     		    MONETARY SUPPORT 15,000
    MISSIONARIES OF THE POOR
    PO BOX 29893
    ATLANTA,GA30359     		    MONETARY SUPPORT 200,000
    MISSIONARIES OF THE WORD
    3035 OBRIEN RD
    BAILEYS HARBOR,WI54202     		    MONETARY SUPPORT 5,000
    MOBILE LOAVES AND FISHES
    9301 HOG EYE ROAD SUITE 950
    AUSTIN,TX78724     		    MONETARY SUPPORT 33,000
    MONASTERY OF THE HOLY NAME OF JESUS
    6100 PEPPER ROAD
    DENMARK,WI54208     		    MONETARY SUPPORT 10,000
    THE MISSIONARIES OF THE COMPANY OF MARY DBA MONTFORT MISSIONARIES
    10118 104TH STREET
    OZONE PARK,NY11416     		    MONETARY SUPPORT 30,301
    NATIONAL INSTITUTE OF FAMILY AND LIFE ADVOCATES - NIFLA
    5610 SOUTHPOINT CENTER BLVD 103
    FREDERICKSBURG,VA22407     		    MONETARY SUPPORT 25,000
    NATIONAL SHRINE OF OUR LADY OF GOOD HELP
    PO BOX 22128
    GREEN BAY,WI54305     		    MONETARY SUPPORT 250,000
    NET MINISTRIES OF CANADA
    110 CRUSADER AVE W
    WEST ST PAUL,MN55118     		    MONETARY SUPPORT 20,000
    NET MINISTRIES OF IRELAND
    110 CRUSADER AVE W
    WEST ST PAUL,MN55118     		    MONETARY SUPPORT 33,000
    NPH USA
    134 NORTH LASALLE STREET SUITE 500
    CHICAGO,IL60602     		    MONETARY SUPPORT 20,000
    ORDER OF MALTA WORLDWIDE RELIEF MALTESER INTERNATIONAL AMERICAS
    1011 FIRST AVENUE SUITE 1322
    NEW YORK,NY10022     		    MONETARY SUPPORT 100,000
    FAMILY LIVING COUNCIL DBA PATIENTS RIGHTS COUNCIL
    PO BOX 760
    STEUBENVILLE,OH43952     		    MONETARY SUPPORT 30,000
    POPE PAUL VI INSTITUTE DBA SAINT PAUL VI INSTITUTE
    6901 MERCY RD
    OMAHA,NE68106     		    MONETARY SUPPORT 25,000
    PRENATAL PARTNERS FOR LIFE
    PO BOX 2225
    MAPLE GROVE,MN55311     		    MONETARY SUPPORT 10,000
    PRO-LIFE WISCONSIN EDUCATION TASK FORCE
    15850 W BLUEMOUND ROAD SUITE 311
    BROOKFIELD,WI53005     		    MONETARY SUPPORT 15,000
    RELEVANT RADIO INC
    1496 BELLEVUE STREET SUITE 202
    GREEN BAY,WI54311     		    MONETARY SUPPORT 230,000
    SALVATORIAN MISSION WAREHOUSE
    1303 MILWAUKEE DR
    NEW HOLSTEIN,WI53061     		    MONETARY SUPPORT 65,000
    SEVERAL SOURCES SHELTERS INC
    PO BOX 157
    RAMSEY,NJ07446     		    MONETARY SUPPORT 70,000
    ST ANTHONY SHELTER FOR RENEWAL
    410 EAST 156TH STREET
    BRONX,NY10455     		    MONETARY SUPPORT 15,000
    ST GERARD CAMPUS
    PO BOX 4382
    ST AUGUSTINE,FL32085     		    MONETARY SUPPORT 25,000
    ST GIANNA MOLLA CLINIC
    1727 SHAWANO AVENUE
    GREEN BAY,WI54303     		    MONETARY SUPPORT 45,000
    ST JOHN PAUL II CLASICAL SCHOOL
    320 VICTORIA STREET
    GREEN BAY,WI54302     		    MONETARY SUPPORT 2,000
    ST JOSEPH FOOD PROGRAM INC
    1465A OPPORTUNITY WAY
    MENASHA,WI54952     		    MONETARY SUPPORT 7,000
    ST PAUL UNIVERSITY CATHOLIC FOUNDATION INC
    723 STATE STREET
    MADISON,WI53703     		    MONETARY SUPPORT 15,000
    ST PIUS X CONGREGATION
    500 W MARQUETTE STREET
    APPLETON,WI54911     		    MONETARY SUPPORT 10,000
    STUDENTS FOR LIFE OF AMERICA INC
    4755 JEFFERSON DAVIS HIGHWAY
    FREDERICKSBURG,VA22408     		    MONETARY SUPPORT 20,000
    THE ALEXANDER HOUSE APOSTOLATE
    PO BOX 592107
    SAN ANTONIO,TX78259     		    MONETARY SUPPORT 25,000
    THEOLOGY OF THE BODY FOUNDATION
    PO BOX 36
    PAOLI,PA19301     		    MONETARY SUPPORT 12,500
    THOMAS MORE LAW CENTER
    24 FRANK LLOYD WRIGHT DRIVE SUITE J
    3200
    ANN ARBOR,MI48106     		    MONETARY SUPPORT 35,000
    UKRAINIAN CATHOLIC EDUCATION
    2247 WEST CHICAGO AVE
    CHICAGO,IL60622     		    MONETARY SUPPORT 23,500
    VIDA CLINIC INC
    526 W WISCONSIN AVENUE
    APPLETON,WI54911     		    MONETARY SUPPORT 32,000
    VINE FOUNDATION DBA THE AMAZING PARISH
    6160 SYRACUSE WAY SUITE 220
    GREENWOOD VILLAGE,CO80111     		    MONETARY SUPPORT 25,000
    WIDOWS OF PRAYER
    414 FRANCES WAY
    MENASHA,WI54952     		    MONETARY SUPPORT 2,000
    WISCONSIN RIGHT TO LIFE EDUCATION FUNDVERITAS SOCIETY
    5317 N 118TH COURT
    MILWAUKEE,WI53225     		    MONETARY SUPPORT 2,000
    THE WITHERSPOON INSTITUTE
    16 STOCKTON STREET
    PRINCETON,NJ08540     		    MONETARY SUPPORT 25,000
    WOMEN'S CARE CENTERS MADISON INC
    3711 ORIN RD
    MADISON,WI53704     		    MONETARY SUPPORT 12,000
    Total .................................bullet 3a 3,411,691
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		         
    4 Dividends and interest from securities....     14 212,950  
    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.....     14 6,900  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,756,966  
    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 2,976,816 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,976,816
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    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
    2020
    Name of the organization
    MERCY WORKS FOUNDATION
     
    Employer identification number

    43-1954871
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    MERCY WORKS FOUNDATION
          		Employer identification number
    43-1954871
    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
    JOAN FOLLET
    PO BOX 7465
     
    APPLETON, WI54912

    		$ 23,426


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    MERCY WORKS FOUNDATION
          		Employer identification number

    43-1954871
    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
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    MERCY WORKS FOUNDATION
          		Employer identification number

    43-1954871
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    MERCY WORKS FOUNDATION
    EIN:
    43-1954871
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 14,325 10,028   4,297

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    MERCY WORKS FOUNDATION
    EIN:
    43-1954871
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BMO NON-GOVERNMENT OBLIGATIONS 2,360,943 2,360,943

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    MERCY WORKS FOUNDATION
    EIN:
    43-1954871
    US Government Securities - End of Year Book Value:

    4,380,751
    US Government Securities - End of Year Fair Market Value:

    4,380,751
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    MERCY WORKS FOUNDATION
    EIN:
    43-1954871
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BMO FIXED INCOME FUNDS FMV 12,618,636 12,618,636
    BMO LIMITED PARTNERSHIP FMV 1,740,856 1,740,856

    TY 2020 LegalFeesSchedule
    Name:
    MERCY WORKS FOUNDATION
    EIN:
    43-1954871
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 988 494   494


    TY 2020 OtherDecreasesSchedule
    Name:
    MERCY WORKS FOUNDATION
    EIN:
    43-1954871
    Description Amount
    UNREALIZED LOSS 2,821,779


    TY 2020 OtherExpensesSchedule
    Name:
    MERCY WORKS FOUNDATION
    EIN:
    43-1954871
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 15,380 0   15,380
    INSURANCE 3,659 0   3,659


    TY 2020 OtherIncomeSchedule2
    Name:
    MERCY WORKS FOUNDATION
    EIN:
    43-1954871
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS 6,900 6,900 6,900


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    MERCY WORKS FOUNDATION
    EIN:
    43-1954871
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 113,116 113,116   0
    OTHER 7,875 0   7,875


    TY 2020 TaxesSchedule
    Name:
    MERCY WORKS FOUNDATION
    EIN:
    43-1954871
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 32,000 0   0
    PROPERTY TAXES 29 0   29
    BUSINESS TAX 35 0   35