Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$12,249,745J 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) 163,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 512,533 512,533  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -172,457
b Gross sales price for all assets on line 6a 11,359,197
7 Capital gain net income (from Part IV, line 2)... 0
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
List of Attached Documents:
// Content
1,852 1,852  
12 Total. Add lines 1 through 11........ 504,928 514,385  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 87,665 28,941   58,724
14 Other employee salaries and wages...... 136,653 683   135,970
15 Pension plans, employee benefits....... 17,493 87   17,406
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
28,533 0   28,533
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,700 14,490   6,210
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
121,983 101,683   20,300
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,049 0   49
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 26,633 0   26,633
21 Travel, conferences, and meetings....... 14,576 9,731   4,845
22 Printing and publications.......... 1,211 0   1,211
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
22,118 0   22,118
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 478,614 155,615   321,999
25 Contributions, gifts, grants paid....... 2,363,285 2,363,285
26 Total expenses and disbursements. Add lines 24 and 25 2,841,899 155,615   2,685,284
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,336,971
b Net investment income (if negative, enter -0-) 358,770
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 5,273 5,272 5,272
2 Savings and temporary cash investments......... 418,363 421,405 421,405
3 Accounts receivable right arrow64,854
Less: allowance for doubtful accounts right arrow   42,085 64,854 64,854
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 4,421,795 Click to see attachment
List of Attached Documents:
// Content
4,674,844 		4,674,844
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 1,694,846 Click to see attachment
List of Attached Documents:
// Content
1,644,725 		1,644,725
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,966,645 Click to see attachment
List of Attached Documents:
// Content
5,438,645 		5,438,645
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow   67,396 0 0
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,616,403 12,249,745 12,249,745
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............ 15,616,403 12,249,745
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 15,616,403 12,249,745
30 Total liabilities and net assets/fund balances (see instructions). 15,616,403 12,249,745
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
15,616,403
2
Enter amount from Part I, line 27a .....................
2
-2,336,971
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,279,432
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,029,687
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,249,745
Form 990-PF (2023)
Form 990-PF (2023)
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 71-L084-01-0 P    
b 71-L084-03-6 P    
c 71-L084-04-4 P    
d 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 6,376,572   6,411,079 -34,507
b 966,640   1,000,435 -33,795
c 272,004   277,274 -5,270
d 3,743,981   3,842,866 -98,885
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       -34,507
b       -33,795
c       -5,270
d       -98,885
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 -172,457
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
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 right arrow 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) 1 4,987
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 4,987
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 4,987
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,716
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 2,716
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,271
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowWI
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowMARY DICKHUT Telephone no.right arrow (920) 954-9861

Located atright arrow5733 GRANDE MARKET DR SUITE HAPPLETONWI ZIP+4right arrow54913
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
WILLIAM WALKER TREASURER
10.00 		28,941 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 		58,724 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 		106,321 13,132 0
PO BOX 7465
APPLETON,WI54912
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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 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 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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
13,091,072
b
Average of monthly cash balances.......................
1b
720,739
c
Fair market value of all other assets (see instructions)................
1c
85,501
d
Total (add lines 1a, b, and c).........................
1d
13,897,312
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
13,897,312
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
208,460
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,688,852
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
684,443
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
684,443
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,987
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,987
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
679,456
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
679,456
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
679,456
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
2,685,284
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
2,685,284
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 679,456
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 3,228,069
b From 2019...... 4,939,421
c From 2020...... 2,566,662
d From 2021...... 2,157,952
e From 2022...... 2,575,535
f Total of lines 3a through e ........ 15,467,639
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,685,284
a Applied to 2022, 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 2023 distributable amount..... 679,456
e Remaining amount distributed out of corpus 2,005,828
5 Excess distributions carryover applied to 2023. 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 17,473,467
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		3,228,069
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		14,245,398
10 Analysis of line 9:
a Excess from 2019.... 4,939,421
b Excess from 2020.... 2,566,662
c Excess from 2021.... 2,157,952
d Excess from 2022.... 2,575,535
e Excess from 2023.... 2,005,828
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
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 right arrow
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 (2023)
Form 990-PF (2023)
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

AD GENTES MISSIONARY CONGREGATION

4514 AURORA STREET
OMAHA,NE68134 		    MONETARY SUPPORT 80,000

ALEXANDRINA PREGANCY RESOURCE CENTER

1600 SHAWANO AVENUE
GREEN BAY,WI54303 		    MONETARY SUPPORT 4,000

APOSTOLATE FOR FAMILY CONSECRATION INC

3375 CR 36
BLOOMINGDATE,OH43910 		    MONETARY SUPPORT 25,000

ARCHDIOCESE OF IMPHAL

PO BOX 35
IN 		    MONETARY SUPPORT 29,467

CAMP WOJTYLA INC

114 S FILLMORE AVE
LOUISVILLE,CO80027 		    MONETARY SUPPORT 10,000

CATHOLIC ANSWERS

2020 GILLESPIE WAY
EL CAJON,CA92020 		    MONETARY SUPPORT 15,000

CATHOLIC FOUNDATION FOR THE DIOCESE OF GREEN BAY

PO BOX 22128
GREEN BAY,WI54305 		    MONETARY SUPPORT 280,000

CATHOLIC UNIVERSITY OF AMERICA

620 MICHIGAN AVE NE
WASHINGTON,DC20064 		    MONETARY SUPPORT 10,000

CATHOLIC YOUTH EXPEDITIONS

3035 OBRIEN RD
BAILEYS HARBOR,WI54202 		    MONETARY SUPPORT 10,000

CHRISTOPHER MISSIONS FOUNDATION

101 PORTOLA DR 7
SAN FRANCISCO,CA94131 		    MONETARY SUPPORT 178,461

COMMUNITY CLOTHES CLOSET INC

1465B OPPORTUNITY WAY
MENASHA,WI54952 		    MONETARY SUPPORT 4,000

COTS

819 S WEST AVENUE
APPLETON,WI54915 		    MONETARY SUPPORT 1,000

DIOCESE OF AUSTIN

6225 HIGHWAY 290 EAST
AUSTIN,TX78723 		    MONETARY SUPPORT 38,500

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 4,000

ENDOW

6160 S SYRACUSE WAY STE 210
GREENWOOD VILLAGE,CO80111 		    MONETARY SUPPORT 15,000

FARM OF THE CHILD

100 SOUTH ASHLEY DRIVE SUITE 600
TAMPA,FL33602 		    MONETARY SUPPORT 15,000

FATHER CARR'S PLACE 2B

1062 N KOELLER DR
OSHKOSH,WI54902 		    MONETARY SUPPORT 4,000

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 46,170

FRANCISCAN WORKS

PO BOX 56007
CHICAGO,IL60657 		    MONETARY SUPPORT 15,000

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 16,398

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 25,000

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 25,000

INSTITUTE OF PRIESTLY FORMATION

2500 CALIFORNIA PLAZA
OMAHA,NE68178 		    MONETARY SUPPORT 50,000

JOHN PAUL II HEALING CENTER

2910 KERRY FOREST PARKWAY
TALLAHASSEE,FL32309 		    MONETARY SUPPORT 87,500

LABOR OF LOVE DBA BELLA PREGNANCY MEDICAL CLINIC

1484 WEST SOUTH PARK AVENUE
OSHKOSH,WI54902 		    MONETARY SUPPORT 12,500

LEAVEN INC

1475 OPPORTUNITY WAY
MENASHA,WI54952 		    MONETARY SUPPORT 4,000

LEAVEN INC

1475 OPPORTUNITY WAY
MENASHA,WI54952 		    PROPERTY DONATION 67,396

LIFESITENEWSCOM INC

4 FAMILY LIFE LANE
FRONT ROYAL,VA22630 		    MONETARY SUPPORT 30,000

LIVE ACTION

2200 WILSON BOULEVARD SUITE 102
ARLINGTON,VA22201 		    MONETARY SUPPORT 30,000

MAGIS INSTITUTE

13280 CHAPMAN AVE
GARDEN GROVE,CA92840 		    MONETARY SUPPORT 25,000

MAJELLA CARES

5806 MESA DRIVE SUITE 390
AUSTIN,TX78731 		    MONETARY SUPPORT 10,000

MAYO CLINIC

200 FIRST STREET SW
ROCHESTER,MN55905 		    MONETARY SUPPORT 2,000

MISSIONARIES OF THE POOR

PO BOX 29893
ATLANTA,GA30359 		    MONETARY SUPPORT 4,000

MISSIONARIES OF THE WORD

3035 OBRIEN RD
BAILEYS HARBOR,WI54202 		    MONETARY SUPPORT 19,000

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

NATIONAL INSTITUTE OF FAMILY AND LIFE ADVOCATES - NIFLA

5610 SOUTHPOINT CENTER BLVD 103
FREDERICKSBURG,VA22407 		    MONETARY SUPPORT 15,000

NATIONAL SHRINE OF OUR LADY OF CHAMPION

PO BOX 22128
GREEN BAY,WI54305 		    MONETARY SUPPORT 65,000

NET MINISTRIES OF USA

110 CRUSADER AVE W
WEST ST PAUL,MN55118 		    MONETARY SUPPORT 44,000

NPH USA

134 NORTH LASALLE STREET SUITE 500
CHICAGO,IL60602 		    MONETARY SUPPORT 10,000

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 5,000

RELEVANT RADIO INC

1496 BELLEVUE STREET SUITE 202
GREEN BAY,WI54311 		    MONETARY SUPPORT 68,000

SAINT JOHN INSTITUTE EAGLE EYE MINISTRIES

4775 SOUTH PEARL STREET
ENGLEWOOD,CO80113 		    MONETARY SUPPORT 30,000

SALVATORIAN MISSION WAREHOUSE

1303 MILWAUKEE DR
NEW HOLSTEIN,WI53061 		    MONETARY SUPPORT 70,000

SHRINE OF OUR LADY OF GUADALUPE

5250 JUSTIN ROAD
LA CROSSE,WI54601 		    MONETARY SUPPORT 10,000

SIMONE OF CYRENE

3305 N 80TH STREET
OMAHA,NE68134 		    MONETARY SUPPORT 23,060

SOPHIA INSTITUTE PRESS

PO BOX 5284
MANCHESTER,NH03108 		    MONETARY SUPPORT 20,000

ST GIANNA MOLLA CLINIC

1727 SHAWANO AVENUE
GREEN BAY,WI54303 		    MONETARY SUPPORT 82,333

ST JOSEPH FOOD PROGRAM INC

1465A OPPORTUNITY WAY
MENASHA,WI54952 		    MONETARY SUPPORT 4,000

ST PAUL UNIVERSITY CATHOLIC FOUNDATION INC

723 STATE STREET
MADISON,WI53703 		    MONETARY SUPPORT 8,500

ST PIUS X CONGREGATION

500 W MARQUETTE STREET
APPLETON,WI54911 		    MONETARY SUPPORT 10,000

SUSAN B ANTHONY LIST ED FUND DBA CHARLOTTE LOZIER INSTITUTE

2800 S SHIRLINGTON ROAD SUITE 1200
ARLINGTON,VA22206 		    MONETARY SUPPORT 25,000

THE WITHERSPOON INSTITUTE

16 STOCKTON STREET
PRINCETON,NJ08540 		    MONETARY SUPPORT 15,000

VIDA CLINIC INC

526 W WISCONSIN AVENUE
APPLETON,WI54911 		    MONETARY SUPPORT 64,000

VINE FOUNDATION DBA THE AMAZING PARISH

6160 SYRACUSE WAY SUITE 220
GREENWOOD VILLAGE,CO80111 		    MONETARY SUPPORT 25,000

WELLS OF LIFE

200 SPECTRUM CENTER DR
IRVINE,CA92618 		    MONETARY SUPPORT 80,000

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
Total .................................right arrow 3a 2,363,285
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		         
4 Dividends and interest from securities ....     14 512,533  
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 1,852  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -172,457  
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) .. 0 341,928 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
341,928
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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
ROBERT AND JOAN FOLLET
PO BOX 7465
 
APPLETON, WI54912

$ 163,000


(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
MERCY WORKS FOUNDATION
EIN:
43-1954871
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 20,700 14,490   6,210

TY 2023 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 1,644,725 1,644,725

TY 2023 InvestmentsGovtObligationsSch
Name:
MERCY WORKS FOUNDATION
EIN:
43-1954871
US Government Securities - End of Year Book Value:

4,674,844
US Government Securities - End of Year Fair Market Value:

4,674,844
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 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 3,656,365 3,656,365
BMO LIMITED PARTNERSHIP FMV 588,275 588,275
EQUITY FUNDS FMV 997,701 997,701
FIXED INCOME - FOREIGN OBLIGATIONS FMV 196,304 196,304

TY 2023 LegalFeesSchedule
Name:
MERCY WORKS FOUNDATION
EIN:
43-1954871
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 28,533 0   28,533


TY 2023 OtherDecreasesSchedule
Name:
MERCY WORKS FOUNDATION
EIN:
43-1954871
Description Amount
UNREALIZED LOSS 1,029,687


TY 2023 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 17,873 0   17,873
INSURANCE 3,572 0   3,572
PROFESSIONAL DEVELOPMENT 673 0   673


TY 2023 OtherIncomeSchedule2
Name:
MERCY WORKS FOUNDATION
EIN:
43-1954871
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS 1,852 1,852 1,852


TY 2023 OtherProfessionalFeesSchedule
Name:
MERCY WORKS FOUNDATION
EIN:
43-1954871
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 101,683 101,683   0
OTHER 20,300 0   20,300


TY 2023 TaxesSchedule
Name:
MERCY WORKS FOUNDATION
EIN:
43-1954871
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 1,000 0   0
PROPERTY TAXES 49 0   49