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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
EASTER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 5501
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DE PERE, WI541155501
A Employer identification number

20-0499778
B Telephone number (see instructions)

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$61,365,400
J 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) 4,048,954
2 Check bullet.............
3 Interest on savings and temporary cash investments 337,190 343,340  
4 Dividends and interest from securities... 181,949 182,117  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,055,165
b Gross sales price for all assets on line 6a 18,604,533
7 Capital gain net income (from Part IV, line 2)... 7,061,432
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 11,623,258 7,586,889  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 1,555 777   778
b Accounting fees (attach schedule)....... 6,268 3,134   3,134
c Other professional fees (attach schedule).... 329,939 329,939   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 196,228 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 956 220   236
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 534,946 334,070   4,148
25 Contributions, gifts, grants paid....... 5,868,672 5,868,672
26 Total expenses and disbursements. Add lines 24 and 25 6,403,618 334,070   5,872,820
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,219,640
b Net investment income (if negative, enter -0-) 7,252,819
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 29,339 6,063 6,063
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,377,168 Click to see attachment1,738,119 1,738,119
b Investments—corporate stock (attach schedule)....... 29,734,642 Click to see attachment29,851,858 40,303,374
c Investments—corporate bonds (attach schedule)....... 14,012,774 Click to see attachment14,534,836 13,978,312
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment3,067,392 Click to see attachment5,339,532 Click to see attachment5,339,532
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 48,221,315 51,470,408 61,365,400
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 48,221,315 51,470,408
29 Total net assets or fund balances (see instructions)..... 48,221,315 51,470,408
30 Total liabilities and net assets/fund balances (see instructions). 48,221,315 51,470,408
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
48,221,315
2
Enter amount from Part I, line 27a .....................
2
5,219,640
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
53,440,955
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,970,547
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
51,470,408
Form 990-PF (2021)
Form 990-PF (2021)
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 CAPITAL GAIN DISTRIBUTIONS      
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 18,602,255   11,543,101 7,059,154
b 2,278     2,278
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       7,059,154
b       2,278
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 7,061,432
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 100,814
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- ..... 5 100,814
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 140,000
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.............. 7 140,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 39,186
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet39,186 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBRUCE A BELL Telephone no.bullet (920) 336-2848

    Located atbullet600 HERITAGE RDDE PEREWI ZIP+4bullet54115
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BRUCE A BELL PRESIDENT/TREASURER
    3.00
    0 0 0
    1625 TWIN LAKES CIRCLE
    GREEN BAY,WI54311
    CAROL H BELL VICE PRESIDENT/SECRETARY
    0.25
    0 0 0
    1625 TWIN LAKES CIRCLE
    GREEN BAY,WI54311
    KARL A SCHMIDT DIRECTOR
    0.25
    0 0 0
    2085 SANDALWOOD COURT
    GREEN BAY,WI54304
    KAREN B SCHMIDT DIRECTOR
    0.25
    0 0 0
    2085 SANDALWOOD COURT
    GREEN BAY,WI54304
    WARREN C PFOHL DIRECTOR
    0.25
    0 0 0
    27508 RIVERBANK DR
    BONITA SPRINGS,FL34134
    BRENDA B PFOHL DIRECTOR
    0.25
    0 0 0
    27508 RIVERBANK DR
    BONITA SPRINGS,FL34134
    PAUL KEPPELER DIRECTOR
    0.25
    0 0 0
    6151 N SAND BEACH ROAD
    OCONOMOWOC,WI53066
    BETSY B KEPPELER DIRECTOR
    0.25
    0 0 0
    6151 N SAND BEACH ROAD
    OCONOMOWOC,WI53066
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    GENEVA CAPITAL MANAGEMENT LTD INVESTMENT MANAGEMENT FEES 294,189
    100 E WISCONSIN AVENUE STE 2550
    MILWAUKEE,WI53202
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    68,468,469
    b
    Average of monthly cash balances.......................
    1b
    98,626
    c
    Fair market value of all other assets (see instructions)................
    1c
    5,308,229
    d
    Total (add lines 1a, b, and c).........................
    1d
    73,875,324
    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
    73,875,324
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,108,130
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    72,767,194
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    3,638,360
    Part X
    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 IX, line 6..................
    1
    3,638,360
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    100,814
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    100,814
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,537,546
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,537,546
    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 XII, line 1 ...
    7
    3,537,546
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 3,537,546
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 263,175
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 5,872,820
    a Applied to 2020, but not more than line 2a 263,175
    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 2021 distributable amount..... 3,537,546
    e Remaining amount distributed out of corpus 2,072,099
    5 Excess distributions carryover applied to 2021. 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 2,072,099
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    2,072,099
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 2,072,099
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    BRUCE A BELL
    CAROL H BELL
    KARL A SCHMIDT
    KAREN B SCHMIDT
    WARREN C PFOHL
    BRENDA B PFOHL
    PAUL KEPPELER
    BETSY B KEPPELER
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ALZHEIMERS ASSOCIATION
    2900 CURRY LANE
    GREEN BAY,WI54311
    N/A PC TO PROVIDE FUNDS FOR DISEASE RESEARCH/SUPPORT THE WALK TO END ALZHEIMERS 30,000
    AMERICAN DIABETES ASSOCIATION
    1701 NORTH BEAUREGARD STREET
    ALEXANDRIA,VA22311
    N/A PC TO FUND RESEARCH FOR TREATMENT AND CURE 15,000
    AMERICAN HEART ASSOCIATION
    2149 VELP AVE
    GREEN BAY,WI54303
    N/A PC TO PROVIDE FUNDS FOR TREATMENT RESEARCH 15,000
    AMERICAN INSTITUTE FOR CANCER RESEARCH
    1759 R STREET NW
    WASHINGTON,DC20009
    N/A PC TO PROVIDE FUNDS FOR CANCER RESEARCH 20,000
    AMERICAN PARKINSON DISEASE ASSOCIATION
    PO BOX 61420
    STATEN ISLAND,NY10306
    N/A PC TO SUPPORT PARKINSON DISEASE RESEARCH 5,000
    ARTIS-NAPLES
    5833 PELICAN BAY BLVD
    NAPLES,FL34108
    N/A PUBLIC CHARITY TO SUPPORT THE ARTS 5,000
    BATTEN DISEASE SUPPORT AND RESEARCH - BDSRA
    120 HUMPHRIES DRIVE
    REYNOLDSBURG,OH43068
    N/A PC TO FUND RESEARCH FOR TREATMENT OF BATTEN DISEASE 20,000
    BAY PRESBYTERIAN CHURCH
    26911 S BAY DRIVE
    BONITA SPRINGS,FL341344343
    N/A PC TO PROVIDE FUNDS FOR PROMOTING THE CHARITY'S FAITH 36,000
    BELLIN COLLEGE
    3201 EATON RD
    GREEN BAY,WI54311
    N/A PC TO SUPPORT NURSING EDUCATION 25,000
    BOYS & GIRLS CLUB OF GREATER GREEN BAY
    1451 UNIVERSITY AVENUE
    GREEN BAY,WI54302
    N/A PC TO FUND PROGRAMS FOR GREEN BAY AREA YOUTH 10,000
    BRAIN CENTER OF GREEN BAY INC
    716 MADISON ST
    GREEN BAY,WI54301
    N/A PC TO FUND BRAIN RESEARCH 1,000
    CAFE OF LIFE
    26724 NOMAD DR
    BONITA SPRINGS,FL34135
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF THE CHARITY 500
    CAMPUS CRUSADE FOR CHRIST
    100 LAKE HART DRIVE
    ORLANDO,FL32832
    N/A PC TO SUPPORT THE RELIGIOUS MISSION WORK OF THE CHARITY 7,500
    COMMUNITY CHURCH OF FISH CREEK
    9420 COTTAGE ROW RD
    FISH CREEK,WI54212
    N/A PC TO SUPPORT THE PROMOTION OF THE ORGANIZATION'S RELIGIOUS VALUES 5,000
    COMPASSION INTERNATIONAL
    12290 VOYAGER PARKWAY
    COLORADO SPRINGS,CO80997
    N/A PC TO PROVIDE FOOD, WATER, AND MEDICAL CARE TO CHILDREN IN POVERTY 5,000
    CORAL RIDGE MINISTRIES - D JAMES KENNEDY MINISTRIES
    PO BOX 40
    FT LAUDERDALE,FL33302
    N/A PC TO FUND MEDIA OUTREACH TO SUPPORT THE CHARITY'S RELIGIOUS VALUES 5,000
    DAVID'S REFUGE INC
    4440 BRICKYARD FALLS ROAD
    MANLIUS,NY13104
    N/A PC TO PROVIDE RESOURCES AND SUPPORT TO PARENTS AND GUARDIANS OF CHILDREN WITH SPECIAL NEEDS OR LIFE THREATENING CONDITIONS/COVID RELIEF 270,000
    ECUMENICAL PARTNERSHIP FOR HOUSING
    PO BOX 524
    GREEN BAY,WI54305
    N/A PUBLIC CHARITY TO PROVIDE HOUSING SOLUTIONS FOR FAMILIES WITH CHILDREN WHO ARE HOMELESS OR AT RISK OF BEING HOMELESS 5,000
    EVANS SCHOLARSHIP FOUNDATION
    1 BRIAR ROAD
    GOLF,IL60029
    N/A PC TO HELP PROVIDE SCHOLARSHIPS TO HIGH-ACHIEVING CADDIES WITH LIMITED FINANCIAL MEANS 3,000
    FOCUS ON THE FAMILY
    8605 EXPLORER DRIVE
    COLORADO SPRINGS,CO80995
    N/A PC TO SUPPORT RELIGIOUS OUTREACH OF THE CHARITY 5,000
    GENERATE HOPE
    4025 CAMINO DEL RIO SOUTH SUITE 300
    SAN DIEGO,CA92108
    N/A PC TO SUPPORT VICTIMS OF SEX TRAFFICKING /NEW HOUSE PURCHASE 210,500
    GIDEONS INTERNATIONAL
    3437 N RICHMOND ST
    APPLETON,WI54911
    N/A PUBLIC CHARITY TO SUPPORT THE MISSION OF PROMOTING THE CHARITY'S FAITH 2,500
    GREEN BAY BOTANICAL GARDENS
    2600 LARSEN ROAD
    GREEN BAY,WI54303
    N/A PC TO SUPPORT GARDEN OPERATIONS 1,700,000
    HERITAGE FOUNDATION
    214 MASSACHUSETTS AVE NE
    WASHINGTON,DC200024999
    N/A PUBLIC CHARITY TO PROVIDE SUPPORT TO PROMOTE CONSERVATIVE PUBLIC POLICIES 5,000
    HOPE HOSPICE
    3240 UNIVERSITY AVE SUITE 2
    MADISON,WI537053570
    N/A PC TO PROVIDE FUNDS FOR END OF LIFE CARE 5,000
    JESUS FILM PROJECT - A CRU MINISTRY
    100 LAKE HART DRIVE
    ORLANDO,FL32832
    N/A PC TO SUPPORT FILM TRANSLATION TO SUPPORT RELIGIOUS OUTREACH OF THE CHARITY 40,000
    JOSH MCDOWELL MINISTRY - A CRU MINISTRY
    2001 WEST PLANO PARKWAY SUITE 2400
    PLANO,TX75075
    N/A PC TO SUPPORT THE PROMOTION OF THE CHARITY'S RELIGIOUS BELIEFS 5,000
    LITERACY COUNCIL GULF COAST
    PO BOX 2703
    BONITA SPRINGS,FL34133
    N/A PC TO PROVIDE FUNDS FOR PROGRAMS THAT HELP STUDENTS ACQUIRE ENGLISH SKILLS 5,000
    MEDICAL COLLEGE OF WISCONSIN
    8701 WATERTOWN PLANK RD
    MILWAUKEE,WI53226
    N/A PC TO SUPPORT MEDICAL SCHOOL CURRICULUM 75,000
    MY BROTHER'S KEEPER INC
    1039 W MASON STREET
    GREEN BAY,WI543031842
    N/A PC TO PROVIDE FUNDS FOR MALE MENTORING PROGRAMS 3,000
    NEW HORIZONS OF SOUTHWEST FLORIDA
    PO BOX 111833
    NAPLES,FL34108
    N/A PC TO PROVIDE FUNDS FOR TUTORING, MENTORING, AND FAITH BUILDING FOR AT-RISK YOUTH 5,000
    PENINSULA GOLF - PGA INC
    PO BOX 275
    FISH CREEK,WI54212
    N/A PC TO PROVIDE FUNDS FOR ENHANCEMENT OF GOLF COURSE 5,000
    PREGNANCY RESOURCE CENTER OF SOUTHWEST FLORIDA
    10611 TAMAIMI TRL N STE A4
    NAPLES,FL34108
    N/A PC TO PROVIDE CASH FLOW FOR CONTINUED COST TO OPERATE THE PREGNANCY RESOURCE CENTER 25,000
    PROVIDENCE ACADEMYMINISTRIES
    1420 DIVISION STREET
    GREEN BAY,WI54303
    N/A PC TO FUND EXPANSION 2,559,172
    QUEEN CITY CHURCH
    PO BOX 8742
    CINCINNATI,OH45208
    N/A PC TO SUPPORT THE RELIGIOUS VIEWS OF THE ORGANIZATION 1,000
    REFORMED THEOLOGICAL SEMINARY
    5422 CLINTON BLVD
    JACKSON,MS392093099
    N/A PC TO PROVIDE FUNDS FOR RELIGIOUS EDUCATION 5,000
    RESCUE MISSION ALLIANCE
    155 GIFFORD ST
    SYRACUSE,NY13202
    N/A PC TO PROVIDE FUNDS FOR SHELTER, MEALS, EMPLOYMENT, AND SPIRITUAL CARE OF THOSE IN NEED 5,000
    SALVATION ARMY
    25221 BERNWOOD DRIVE
    BONITA SPRINGS,FL34135
    N/A PC TO SUPPORT INDIVIDUALS IN NEED 3,000
    SALVATION ARMY
    626 UNION COURT
    GREEN BAY,WI54303
    N/A PC TO SUPPORT INDIVIDUALS IN NEED 5,000
    SPRING LAKE CHURCH
    2240 KLONDIKE RD
    GREEN BAY,WI54311
    N/A PC TO SUPPORT THE PROMOTION OF THE CHARITY'S FAITH 35,000
    ST NORBERT'S COLLEGE
    100 GRANT STREET
    DEPERE,WI54115
    N/A PC TO PROVIDE FUNDS THAT SUPPORT EDUCATION 6,000
    ST ANDREWS ANGLICAN CHURCH
    1833 REGENT ST
    MADISON,WI53726
    N/A PUBLIC CHARITY TO SUPPORT RELIGIOUS NEEDS OF THE ORGANIZATION 5,000
    SYBLE HOPP SCHOOL
    755 SCHEURING RD
    DE PERE,WI54115
    N/A PC SCHOOL CAPITAL CAMPAIGN 50,000
    TAMING MUSTANGS
    10366 RESERVE DR STE 303
    SAN DIEGO,CA92127
    N/A PC TO PROVIDE FUNDING FOR THE DOCUSERIES "CHASING WILD" 57,500
    THE JOSHUA FUND
    PO BOX 3468
    MCLEAN,VA22103
    N/A PC TO SUPPORT THE CHARITY'S MISSION OF PROMOTING FAITH AND PROVIDING FOOD, CLOTHING, AND CARE TO THOSE IN NEED 4,000
    THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
    PO BOX 4777
    NEW YORK,NY101634777
    N/A PUBLIC CHARITY TO FUND RESEARCH FOR A CURE FOR PARKINSON'S DISEASE 10,000
    THE PROVIDENCE FORUM
    100 FRONT STREET SUITE 1415
    WEST CONSHOHOCKEN,PA19428
    N/A PC TO FUND THE CHARITY'S MISSION TO PRESERVE, DEFEND, AND ADVANCE THE JUDEO-CHRISTIAN VALUES OF OUR NATION'S FOUNDING 5,000
    UNITY HOSPICE
    916 WILLARD DRIVE
    GREEN BAY,WI54304
    N/A PC TO FUND HOSPICE CARE THROUGHOUT NORTHEAST WISCONSIN 5,000
    UNIVERSITY OF WISCONSIN - GREEN BAY - PHOENIX FUND
    2420 NICOLET DRIVE
    GREEN BAY,WI54311
    N/A PC TO PROVIDE FUNDING FOR THE UWGB ATHLETICS 15,000
    WESTMINSTER THEOLOGICAL SEMINARY
    2960 CHURCH ROAD
    GLENSIDE,PA19038
    N/A PC TO SUPPORT RELIGIOUS EDUCATION 510,000
    WISCONSIN RIGHT TO LIFE
    5317 N 118TH CT
    MILWAUKEE,WI53225
    N/A PC TO SUPPORT THE CHARITY'S MISSION TO PRESERVE AND PROTECT HUMAN LIFE 2,000
    WOUNDED WARRIOR PROJECT
    4899 BELFORT ROAD SUITE 300
    JACKSONVILLE,FL32256
    N/A PC TO SUPPORT VETERANS AND ACTIVE DUTY SERVICE MEMBERS 1,000
    Y2 BELIEVE
    4951 BONITA BAY BLVD UNIT 805
    BONITA SPRINGS,FL341341720
    N/A PC TO EDUCATE STUDENTS ABOUT CHRISTIAN BELIEFS 10,000
    YOUNG LIFE - GREEN BAY
    226 NORTH ADAMS STREET
    GREEN BAY,WI54301
    N/A PC TO SUPPORT FAITH BASED YOUTH PROGRAMS 1,000
    Total .................................bullet 3a 5,868,672
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........
        14 337,190  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 7,055,165  
    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 7,574,304 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    7,574,304
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    Name of the organization
    EASTER FOUNDATION INC
     
    Employer identification number

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






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    EASTER FOUNDATION INC
     
    Employer identification number
    20-0499778
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    BRUCE A AND CAROL H BELL
     
    958 HICKORY AVENUE
     
    DE PERE, WI54115

    $ 695,466


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

    $ 1,525,955


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

    $ 1,827,533


    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    EASTER FOUNDATION INC
     
    Employer identification number

    20-0499778
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    246SHS ALPHABET INC CL A COM $ 695,466 2022-02-09
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    3
    10,397SHS APPLE INC COM $ 1,827,533 2022-02-09
    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    EASTER FOUNDATION INC
     
    Employer identification number

    20-0499778
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    EASTER FOUNDATION INC
    EIN:
    20-0499778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES - CLIFTONLARSONALLEN 6,268 3,134   3,134

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    EASTER FOUNDATION INC
    EIN:
    20-0499778
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 617,480 601,374
    ALLSTATE CORP 401,876 399,392
    AMAZON.COM INC 621,538 606,270
    ARCHER-DANIELS-MIDLAND C 341,803 335,020
    BANK OF AMERICA CORP 630,796 591,780
    BORGWARNER INC 635,944 587,412
    CARDINAL HEALTH INC 618,306 593,712
    COMCAST CORP NEW NT 622,702 601,434
    CONOCOPHILLIPS CO 601,835 597,450
    CSX CORP 340,547 328,636
    DUKE ENERGY CORP 2.150 408,376 399,580
    DUPONT DE NEMOURS INC 621,412 603,612
    GENERAL DYNAMICS CORP 297,078 272,283
    HOME DEPOT INC 629,545 606,012
    IBM CORP NOTE 601,630 599,700
    JOHN DEER CAPITAL CORP 616,227 602,826
    MCDONALD'S CORP 634,441 598,164
    PEPSICO 397,462 383,120
    PFIZER INC 593,262 558,642
    PHILIPS 595,734 596,286
    PNC BANK 202,016 200,544
    QUALCOMM INC 623,913 596,808
    TARGET 617,376 579,180
    UNITEDHEALTH GROUP INC 630,609 599,190
    VERIZON COMMUNICATIONS 623,724 597,768
    WALMART INC 356,734 352,821
    WELLS FARGO & COMPANY 652,470 589,296

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    EASTER FOUNDATION INC
    EIN:
    20-0499778
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AAON INC COM 69,174 128,029
    AAON INC COM 287,704 246,420
    ABIOMED INC COM 144,415 205,928
    ABIOMED INC COM 283,433 484,130
    ADVANCED DRAINAGE SYSTEMS INC 292,603 296,420
    ADVANCED DRAINAGE SYSTEMS INC 790,084 820,808
    ALARM.COM HOLDINGS INC 320,413 249,172
    ALARM.COM HOLDINGS INC 114,334 169,620
    ALIGN TECHNOLOGY INC COM 135,474 238,800
    ALLEGIANT TRAVEL CO COM 99,631 88,776
    AMPHENOL CORP CL A COM 298,820 791,616
    ANSYS INC 270,163 625,504
    AVID BIOSERVICES INC 61,634 47,291
    AXON ENTERPRISE INC 206,418 148,792
    AXON ENTERPRISE INC 667,493 567,312
    AXOS FINANCIAL INC COM 44,896 73,457
    BALCHEM CORP COM 208,778 205,508
    BALCHEM CORP COM 101,626 199,540
    BARNES GROUP INC COM 53,213 43,845
    BIOLIFE SOLUTIONS INC 131,306 45,863
    BIO-TECHNE CORP COM 50,848 187,532
    BIO-TECHNE CORP COM 301,753 255,127
    BLACKBAUD INC JCOM 81,573 88,963
    BLACKLINE INC COM 457,176 442,357
    BLACKLINE INC COM 80,833 120,746
    BLACKLINE INC COM 178,313 161,838
    BRIGHT HORIZONS FAMILY SOLUTIONS INC COM 204,526 122,131
    BRIGHT HORIZONS FAMILY SOLUTIONS INC COM 52,649 106,242
    BROADRIDGE FINL SOLUTIONS LLC COM 289,846 567,919
    BROOKS AUTOMATION INC COM 112,514 116,586
    BURLINGTON STORES INC. 642,918 464,136
    BURLINGTON STORES INC. COM 200,701 146,175
    CADENCE DESIGNS SYSTEMS INC COM 268,167 276,655
    CATALENT INC COM 669,030 725,817
    CERENCE INC COM 58,948 19,225
    CHARLES RIVER LABORATORIES COM 156,744 114,046
    CHURCH & DWIGHT INC 180,152 483,685
    CHURCH & DWIGHT INC COM 149,650 292,713
    COGNEX CORP COM 177,828 163,149
    CONSTRUCTION PARTNERS INC A 171,290 109,642
    COPART INC 272,503 951,101
    COPART INC COM 129,060 354,884
    COSTAR GROUP INC COM 336,733 667,228
    COSTAR GROUP INC COM 192,433 272,449
    DESCARTES SYSTEMSGRP 100,976 190,586
    DONALDSON INC COM 65,431 74,232
    DORMAN PRODUCTS INC COM 57,298 121,230
    ENVESTNET INC COM 102,529 121,793
    EPAM SYSTEMS INC COM 155,344 176,868
    EPAM SYSTEMS INC COM 395,482 570,399
    EPLUS INC COM 93,563 157,873
    ESCO TECHNOLOGIES INC COM 166,681 127,031
    ETSY INC COM 269,838 170,213
    EVO PAYMENTS INC CLASS A 110,483 97,914
    EVOQUA WATER TECHNOLOGIES CO COM 118,352 121,490
    EXLSERVICE HOLDINGS INC 94,747 259,153
    EXLSERVICE HOLDINGS INC COM 321,313 463,353
    EXPONENT INC COM 367,427 381,155
    EXPONENT INC COM 83,799 269,013
    FAIR ISAAC CORP COM 413,481 339,963
    FAIR ISAAC CORP COM 48,913 225,306
    FISERV INC 199,726 586,668
    FORTUNE BRANDS HOME & SECURITY 140,874 161,676
    FOX FACTORY HOLDING 91,229 194,182
    FOX FACTORY HOLDING CORP COM 261,578 138,046
    FRESHPET INC 299,621 109,592
    GARTNER INC COM 300,323 671,320
    GENERAC HOLDINGS INC COM 726,303 574,462
    GLOBAL PAYMENTS INC COM 645,657 503,412
    GLOBUS MEDICAL INC COM 116,280 170,329
    HEALTHEQUITY INC 81,295 106,573
    HEALTHEQUITY INC COM 113,374 111,177
    HEICO CORP CL A COM 562,455 509,302
    HUBSPOT INC COM 440,060 537,262
    I3 VERTICLES INC-CLASS A 100,372 99,154
    I3 VERTICLES INC-CLASS A 239,882 192,479
    IDEX CORP 358,806 656,592
    IDEXX LABORATORIES 258,438 630,613
    INTERCONTINENTAL EXCHANGE INC 236,581 554,742
    INTUIT INC COM 314,495 1,023,343
    J & J SNACK FOODS CORP COM 94,823 127,929
    JB HUNT TRANSPORT SVCS INC COM 84,182 153,218
    KEYSIGHT TECHNOLOGIES INC COM 798,669 937,518
    KEYSIGHT TECHNOLOGIES INC COM 211,526 263,707
    KINSALE CAPITAL GROUP INC COM 78,690 332,059
    LEMAITRE VASCULAR INC 63,463 87,365
    LHC GROUP INC 159,752 134,715
    LHC GROUP INC 122,318 158,699
    LULULEMON ATHLETICA INC COM 418,778 359,845
    MARKETAXESS HOLDINGS INC COM 294,849 167,431
    MARTEN TRANSPORT LTD COM 69,107 118,985
    MASIMO CORP COM 17,261 84,805
    MONOLITHIC POWER SYSTEMS 127,305 123,277
    MONOLITHIC POWER SYSTEMS INC COM 330,399 369,831
    NEOGEN CORP COM 53,064 84,170
    NOVANTA INC COM 112,385 169,535
    NV5 GLOBAL INC 73,746 72,729
    OLLIE'S BARGAIN OUTLET HOLDINGS INC COM 85,608 94,176
    OLLIE'S BARGAIN OUTLET HOLDINGS INC COM 164,941 108,923
    OMNICELL INC COM 177,222 171,990
    OMNICELL INC COM 67,737 211,461
    ONTO INNOVATION INC COM 173,824 184,323
    O'REILLY AUTOMOTIVE INC NEW 332,457 1,070,201
    PACIFIC PREMIER BANCORP 91,302 72,895
    PACIFIC PREMIER BANCORP INC COM 261,266 165,440
    PALOMAR HOLDING INC COM 52,541 47,720
    PAYCOM SOFTWARE INC COM 228,830 198,045
    PERFICIENT INC COM 114,875 169,902
    PETIQ INC 86,108 46,911
    POOL CORP 527,769 974,312
    POOL CORPORATION COM 230,834 381,787
    Q2 HOLDINGS INC COM 102,630 63,988
    RAYMOND JAMES FINANCIAL 219,939 431,493
    RBC BEARINGS INC COM 116,277 226,194
    RBC BEARINGS INC COM 287,405 265,773
    REPLIGEN INC COM 475,203 547,126
    REPLIGEN INC COM 223,002 261,789
    ROPER INDS INC 221,903 580,925
    SEMTECH CORP COM 106,114 74,374
    SIGNATURE BANK COM 340,890 545,694
    SIGNATURE BANK COM 85,166 150,536
    SITEONE LANDSCAPE SUPPLY INC COM 89,449 129,093
    SPS COMMERCE INC COM 85,587 78,118
    SS&C TECHNOLOGIES HLDGS INC 126,049 200,342
    STAAR SURGICAL CO 93,107 142,853
    STAAR SURGICAL CO 150,418 160,231
    STERIS PLC 340,407 725,648
    TECHTARGET 115,137 97,134
    TEXAS ROADHOUSE INC 77,364 126,782
    THE COOPER COS INC COM 141,960 237,658
    TREX COMPANY 41,240 135,016
    TREX COMPANY INC COM 295,217 170,661
    TRIMBLE NAVIGATION LTD 226,357 352,350
    TWILIO INC CL A COM 268,696 87,246
    TYLER TECHNOLOGIES 316,879 701,200
    TYLER TECHNOLOGIES INC COM 10,642 68,491
    ULTA BEAUTY INC COM 310,314 514,230
    VERISK ANALYTICS INC. 296,401 596,814
    WATSCO INC 275,146 417,696
    WATSCO INC COM 189,511 206,818
    WD-40 CO 67,011 77,524

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    EASTER FOUNDATION INC
    EIN:
    20-0499778
    US Government Securities - End of Year Book Value:

    1,738,119
    US Government Securities - End of Year Fair Market Value:

    1,738,119
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 LegalFeesSchedule
    Name:
    EASTER FOUNDATION INC
    EIN:
    20-0499778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - GODFREY AND KAHN 1,555 777   778


    TY 2021 OtherAssetsSchedule
    Name:
    EASTER FOUNDATION INC
    EIN:
    20-0499778
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    NOTE RECEIVABLE - PROVIDENCE ACADEMY 3,067,392 5,339,532 5,339,532


    TY 2021 OtherDecreasesSchedule
    Name:
    EASTER FOUNDATION INC
    EIN:
    20-0499778
    Description Amount
    ADJUSTMENT TO DONATED SECURITIES TO TAX BASIS 1,970,547


    TY 2021 OtherExpensesSchedule
    Name:
    EASTER FOUNDATION INC
    EIN:
    20-0499778
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS 940 220   220
    BANK SERVICE CHARGES 16 0   16


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    EASTER FOUNDATION INC
    EIN:
    20-0499778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 294,189 294,189   0
    INVESTMENT CUSTODIAN FEES 35,750 35,750   0


    TY 2021 TaxesSchedule
    Name:
    EASTER FOUNDATION INC
    EIN:
    20-0499778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 196,228 0   0