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
PROVERBS 327 FOUNDATION AGENCY 1045003895
 
Number and street (or P.O. box number if mail is not delivered to street address)230 FRONT STREET NORTH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LA CROSSE, WI54601
A Employer identification number

87-2709442
B Telephone number (see instructions)

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$19,529,615J 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) 688,075
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 473,041 473,041  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 344,750
b Gross sales price for all assets on line 6a 5,995,717
7 Capital gain net income (from Part IV, line 2)... 344,750
8 Net short-term capital gain......... 0
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
2,851    
12 Total. Add lines 1 through 11........ 1,508,717 817,791  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 34,817 34,817    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
556 0 0 556
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,000 0 0 2,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
32,697 9,486   23,211
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
15,579 15,579   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
25     25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 85,674 59,882 0 25,792
25 Contributions, gifts, grants paid....... 2,242,075 2,242,075
26 Total expenses and disbursements. Add lines 24 and 25 2,327,749 59,882 0 2,267,867
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -819,032
b Net investment income (if negative, enter -0-) 757,909
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 155,949 366,721 366,721
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
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).......... 19,748,327 18,726,858 19,162,894
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,904,276 19,093,579 19,529,615
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
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............    
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........ 19,904,276 19,093,579
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)..... 19,904,276 19,093,579
30 Total liabilities and net assets/fund balances (see instructions). 19,904,276 19,093,579
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
19,904,276
2
Enter amount from Part I, line 27a .....................
2
-819,032
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
11,185
4
Add lines 1, 2, and 3 ..........................
4
19,096,429
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,850
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
19,093,579
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 152. STIFEL FINANCIAL CORP   2022-03-18 2023-01-27
b 211. CERTARA INC   2022-09-28 2023-02-03
c 337. COGNEX CORP   2022-09-28 2023-02-03
d 187. DESCARTES SYSTEMS GROUP INC   2022-09-28 2023-02-03
e 7. ENSIGN GROUP INC   2022-04-29 2023-02-03
232. ENSIGN GROUP INC   2020-10-15 2023-02-03
5085.611 OAKMARK INTERNATIONAL R6   2021-12-15 2023-02-03
1084. ISHARES CORE S&P 500 ETF   1950-01-01 2023-02-03
2. KINSALE CAP GROUP INC   2022-10-24 2023-02-03
50. MEDPACE HOLDINGS INC   2022-09-28 2023-02-03
135. MEDPACE HOLDINGS INC   2021-03-09 2023-02-03
38. PAYLOCITY HOLDING CORP   2022-04-27 2023-02-03
29249.701 PIMCO INCOME FUND I   2021-11-05 2023-02-03
189. PROS HOLDINGS   2022-03-18 2023-02-03
16. VANGUARD LARGE CAP ETF   2021-10-25 2023-02-03
290. OAK STREET HEALTH   2022-07-20 2023-03-31
36. ADVANCED ENERGY INDUSTRIES INC   2022-04-29 2023-04-18
131. ADVANCED ENERGY INDUSTRIES INC   2022-03-25 2023-04-18
214. AGREE REALTY CORP   2022-03-18 2023-04-18
2. AMERICAN WOODMARK CORP   2022-09-28 2023-04-18
201. AMERICAN WOODMARK CORP   2022-03-18 2023-04-18
26009.962 ARTISAN HIGH INCOME I   2021-11-03 2023-04-18
513. ATLANTIC UNION BANKSHARES CO   2022-03-18 2023-04-18
568. AVANOS MEDICAL INC   2021-11-19 2023-04-18
431. BARNES GROUP   2022-03-18 2023-04-18
674. BENCHMARK ELECTRONICS INC   2022-03-25 2023-04-18
240. BOOT BARN HOLDINGS INC   2021-08-17 2023-04-18
399. CTS CORP   2021-11-16 2023-04-18
10. COCACOLA CONSOLIDATED   2021-11-05 2023-04-18
71. COMFORT SYSTEMS USA   2021-09-22 2023-04-18
7. DESCARTES SYSTEMS GROUP INC   2022-09-28 2023-04-18
7. DIODES INC   2021-11-05 2023-04-18
230. DORMAN PRODUCTS INC   2021-12-21 2023-04-18
235. ENERSYS INC   2022-03-25 2023-04-18
23. ENPRO INDS INC   2022-04-29 2023-04-18
192. ENPRO INDS INC   2022-03-25 2023-04-18
194. FORWARD AIR CORP   2020-11-10 2023-04-18
9072.042 GLENMEDE SECURED OPTIONS I   2020-07-08 2023-04-18
323. INTEGRA LIFESCIENCES HOLDINGS CORP   2021-11-16 2023-04-18
85. INTEGER HOLDINGS CORP   2022-04-29 2023-04-18
166. INTEGER HOLDINGS CORP   2020-10-15 2023-04-18
176. KAISER ALUMINUM CORP   2021-12-22 2023-04-18
3. KINSALE CAP GROUP INC   2022-10-24 2023-04-18
92. LGI HOMES   2022-03-18 2023-04-18
15. MOELIS & CO   2022-09-28 2023-04-18
399. MOELIS & CO   2021-12-21 2023-04-18
242. MONARCH CASINO & RESORT INC   2022-05-13 2023-04-18
16. MOVADO GROUP INC   2022-11-29 2023-04-18
35. MOVADO GROUP INC   2021-11-05 2023-04-18
48. NATIONAL INSTRUMENTS CORP   2022-09-28 2023-04-18
227. NATIONAL INSTRUMENTS CORP   2022-03-18 2023-04-18
9. OLLIE S BARGAIN OUTLET HOLDINGS   2021-12-01 2023-04-18
219. ONTO INNOVATION INC   2021-11-17 2023-04-18
137. PRA GROUP INC   2022-03-18 2023-04-18
178. PACIRA PHARMACEUTICALS INC   2021-11-15 2023-04-18
1456. PERMIAN RESOURCES CORPORATION   2022-07-20 2023-04-18
6229.359 PIMCO INCOME FUND I   2021-11-12 2023-04-18
4. SPS COMMERCE INC   2020-12-14 2023-04-18
320. SOUTH STATE CORP   2021-11-22 2023-04-18
137. STEWART INFORMATION SYSTEMS   2021-11-09 2023-04-18
554. THREDUP INC   2022-03-18 2023-04-18
110. UMB FINANCIAL CORP   2022-03-18 2023-04-18
16750.465 VANGUARD SHORT TERM TREASURY ADM   2023-02-03 2023-04-18
7018. VANGUARD LARGE CAP ETF   2021-01-27 2023-04-18
141. AMBARELLA INC   2022-03-18 2023-04-18
563. CAMBIUM NETWORKS CORPORATION   2022-03-18 2023-04-18
65. HESKA CORP   2022-03-18 2023-05-15
9. NATIONAL INSTRUMENTS CORP   2022-09-28 2023-05-15
3299.682 ARTISAN HIGH INCOME I   2021-11-03 2023-05-19
110. AMN HEALTHCARE SERVICES INC   2021-11-16 2023-06-02
8340.717 ARGA EMERGING MARKETS VALUE FUND   2022-02-24 2023-06-02
948.673 AMERICAN BEACON DEVELOPING WORLD INCOME   2021-10-22 2023-06-02
104. BPR GROUP INC   2022-05-13 2023-06-02
30. BALCHEM CORP   2021-11-05 2023-06-02
77. CSW INDUSTRIALS INC   2022-03-18 2023-06-02
45. CHESAPEAKE COM   2022-03-18 2023-06-02
60. COGNEX CORP   2023-04-18 2023-06-02
52. COMFORT SYSTEMS USA   2021-09-22 2023-06-02
49. DIODES INC   2021-11-05 2023-06-02
332. EASTERLY GOVERNMENT PROPERTIES   2021-11-22 2023-06-02
772.015 AMERICAN FUNDS EUROPACIFIC FUND F3   2021-12-06 2023-06-02
3172.713 FIDELITY U.S. BOND INDEX FUND   2021-10-22 2023-06-02
64. FIVE BELOW INC   2020-11-10 2023-06-02
47. FRANKLIN ELECTRIC CO INC   2021-11-22 2023-06-02
34. IDACORP INC   2021-11-05 2023-06-02
386. INTERNATIONAL MONEY EXPRESS, INC   2023-04-18 2023-06-02
29. KINSALE CAP GROUP INC   2022-10-24 2023-06-02
49. OLLIE S BARGAIN OUTLET HOLDINGS   2021-12-01 2023-06-02
81. PRA GROUP INC   2022-09-28 2023-06-02
68. PRA GROUP INC   2022-03-18 2023-06-02
11. PEGASYSTEMS INC   2022-07-20 2023-06-02
195. PEGASYSTEMS INC   2022-04-29 2023-06-02
1623.563 PIMCO INCOME FUND I   2021-11-12 2023-06-02
63. SPS COMMERCE INC   2020-12-14 2023-06-02
1281. SCHWAB MID CAP ETF   2021-10-25 2023-06-02
85. LA-Z-BOY CHAIR CO   2023-06-02 2023-06-29
23. LA-Z-BOY CHAIR CO   2021-11-09 2023-06-29
20. BPR GROUP INC   2022-05-13 2023-07-14
73. BALCHEM CORP   2021-12-21 2023-07-14
25. COMFORT SYSTEMS USA   2021-09-22 2023-07-14
7. DESCARTES SYSTEMS GROUP INC   2022-09-28 2023-07-14
21013.794 DWS RREEF REAL ASSETS STRATEGY   2021-02-23 2023-07-14
10. DIODES INC   2021-11-05 2023-07-14
42. EASTERLY GOVERNMENT PROPERTIES   2021-11-22 2023-07-14
11. FRANKLIN ELECTRIC CO INC   2021-11-22 2023-07-14
81. GLAUKOS CORP   2022-01-05 2023-07-14
634. GRAY TELEVISION INC   2022-03-25 2023-07-14
490. HEALTHCARE SERVICES GROUP INC   2022-04-29 2023-07-14
8. IDACORP INC   2021-11-05 2023-07-14
27. INTERNATIONAL MONEY EXPRESS, INC   2023-04-18 2023-07-14
6186. ISHARES CORE 1-5 YEAR BOND ETF   2022-02-23 2023-07-14
140. KFORCE INC   2021-08-17 2023-07-14
20. KINSALE CAP GROUP INC   2022-10-24 2023-07-14
4. LGI HOMES   2022-03-18 2023-07-14
31. MEDPACE HOLDINGS INC   2023-04-18 2023-07-14
110. OLLIE S BARGAIN OUTLET HOLDINGS   2021-12-01 2023-07-14
119. ORTHOPEDIATRICS CORP   2022-03-18 2023-07-14
97. PATRICK INDUSTRIES INC   2021-12-22 2023-07-14
123. PHREESIA INC   2022-03-18 2023-07-14
38. SPS COMMERCE INC   2020-12-14 2023-07-14
165. AMEDISYS INC   2022-07-20 2023-08-01
124. MEDPACE HOLDINGS INC   2023-04-18 2023-08-01
235. NATIONAL VISION HOLDINGS INC   2022-03-25 2023-08-01
47. FORWARD AIR CORP   2023-06-02 2023-08-31
5. FORWARD AIR CORP   2020-11-10 2023-08-31
98. INTEGRA LIFESCIENCES HOLDINGS CORP   2023-06-02 2023-08-31
88. CAMBIUM NETWORKS CORPORATION   2022-09-28 2023-09-08
151. CAMBIUM NETWORKS CORPORATION   2022-03-25 2023-09-08
69. BPR GROUP INC   2022-05-13 2023-10-19
1303. CHEVRONTEXACO CORP   2022-01-05 2023-10-19
9. COCACOLA CONSOLIDATED   2021-11-05 2023-10-19
14. COGNEX CORP   2023-04-18 2023-10-19
37. COMFORT SYSTEMS USA   2021-09-22 2023-10-19
85. DESCARTES SYSTEMS GROUP INC   2022-09-28 2023-10-19
30. DIODES INC   2021-11-05 2023-10-19
445. EASTERLY GOVERNMENT PROPERTIES   2021-11-22 2023-10-19
4307. EXLSERVICE HOLDINGS INC   2021-10-21 2023-10-19
2472. EXXON MOBIL CORP   2022-01-05 2023-10-19
22379.359 FIDELITY U.S. BOND INDEX FUND   2021-10-29 2023-10-19
30. FRANKLIN ELECTRIC CO INC   2021-11-22 2023-10-19
22. HARMONY BIOSCIENCES HOLDINGS   2022-10-24 2023-10-19
59. IDACORP INC   2021-11-05 2023-10-19
108. INTERNATIONAL MONEY EXPRESS, INC   2023-04-18 2023-10-19
6298. ISHARES CORE 1-5 YEAR BOND ETF   2022-03-25 2023-10-19
832. NEXSTAR MEDIA GROUP INC   2022-01-11 2023-10-19
173. OLLIE S BARGAIN OUTLET HOLDINGS   2021-12-01 2023-10-19
77. ONTO INNOVATION INC   2022-09-28 2023-10-19
116. REPLIGEN   2023-08-01 2023-10-19
770. VANGUARD LARGE CAP ETF   2021-10-25 2023-10-19
93. FIVERR INTERNATIONAL   2022-03-25 2023-10-19
375. EASTERLY GOVERNMENT PROPERTIES   2021-11-22 2023-10-20
59. HARMONY BIOSCIENCES HOLDINGS   2023-04-18 2023-10-20
168. HOSTESS BRANDS INC   2023-06-02 2023-11-07
166. HOSTESS BRANDS INC   2023-10-19 2023-11-07
.0267 SMUCKER J M CO SR NT   2023-11-08 2023-11-27
10. SMUCKER J M CO SR NT   2023-11-08 2023-12-22
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 10,084   10,519 -435
b 4,098   3,517 581
c 18,766   14,556 4,210
d 14,226   13,528 698
e 649   604 45
21,503   13,561 7,942
134,718   140,109 -5,391
449,211   282,568 166,643
584   549 35
11,828   7,925 3,903
31,936   20,919 11,017
8,286   7,233 1,053
311,802   351,134 -39,332
5,449   6,237 -788
3,013   3,416 -403
11,212   5,632 5,580
3,226   2,783 443
11,740   11,813 -73
14,319   13,705 614
103   92 11
10,329   14,725 -4,396
226,547   266,147 -39,600
16,485   19,425 -2,940
16,892   19,652 -2,760
17,333   17,913 -580
14,970   17,731 -2,761
17,506   20,070 -2,564
17,950   15,209 2,741
5,348   4,321 1,027
9,361   5,013 4,348
559   457 102
594   755 -161
19,471   25,075 -5,604
19,457   17,828 1,629
2,257   2,171 86
18,842   20,727 -1,885
21,084   14,054 7,030
116,122   104,328 11,794
18,702   22,517 -3,815
6,763   6,545 218
13,207   11,157 2,050
11,565   16,713 -5,148
957   823 134
10,492   11,384 -892
617   515 102
16,405   24,647 -8,242
18,219   16,671 1,548
426   505 -79
931   1,295 -364
2,793   1,817 976
13,207   8,923 4,284
554   565 -11
17,538   19,895 -2,357
5,103   6,205 -1,102
7,673   10,033 -2,360
15,750   11,130 4,620
64,910   74,528 -9,618
599   394 205
21,737   26,572 -4,835
5,643   10,354 -4,711
1,746   4,556 -2,810
6,387   11,030 -4,643
166,500   167,170 -670
1,325,734   1,118,242 207,492
9,521   24,947 -15,426
8,844   14,466 -5,622
7,603   9,664 -2,061
523   349 174
28,212   33,789 -5,577
10,850   7,964 2,886
79,153   76,985 2,168
6,309   7,997 -1,688
2,239   2,387 -148
3,955   4,867 -912
11,739   9,052 2,687
5,839   5,941 -102
3,407   2,897 510
8,031   3,672 4,359
4,454   5,282 -828
4,666   6,408 -1,742
41,781   51,131 -9,350
32,647   37,977 -5,330
11,552   8,780 2,772
4,521   4,533 -12
3,566   3,571 -5
9,167   9,792 -625
9,703   7,956 1,747
2,797   3,076 -279
1,673   2,687 -1,014
1,405   3,080 -1,675
522   546 -24
9,257   15,450 -6,193
16,869   19,467 -2,598
10,101   6,201 3,900
86,925   98,540 -11,615
2,466   2,354 112
667   831 -164
471   459 12
9,537   11,871 -2,334
4,081   1,765 2,316
557   457 100
236,405   238,717 -2,312
938   1,078 -140
615   875 -260
1,142   1,061 81
6,429   3,672 2,757
5,596   14,911 -9,315
7,216   8,806 -1,590
831   840 -9
698   685 13
289,018   305,141 -16,123
8,887   8,322 565
7,342   5,487 1,855
548   495 53
7,565   5,043 2,522
7,545   6,906 639
5,226   6,250 -1,024
8,095   7,467 628
4,103   3,540 563
7,203   3,740 3,463
15,094   25,651 -10,557
31,557   23,714 7,843
5,115   10,302 -5,187
3,326   4,784 -1,458
354   364 -10
4,170   3,804 366
714   1,504 -790
1,225   3,827 -2,602
1,470   1,584 -114
220,973   150,847 70,126
5,699   3,889 1,810
517   689 -172
5,751   2,613 3,138
6,263   5,550 713
2,298   3,234 -936
4,823   9,269 -4,446
117,026   106,563 10,463
279,798   159,359 120,439
215,066   268,261 -53,195
2,568   2,893 -325
471   1,126 -655
5,655   6,196 -541
1,786   2,740 -954
289,532   306,675 -17,143
119,601   127,417 -7,816
12,603   10,861 1,742
9,577   5,774 3,803
17,280   17,668 -388
151,394   138,994 12,400
2,240   12,791 -10,551
3,996   7,811 -3,815
1,199   2,780 -1,581
5,599   4,391 1,208
5,532   5,517 15
3   3  
1,248   1,108 140
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
      11,164
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       -435
b       581
c       4,210
d       698
e       45
      7,942
      -5,391
      166,643
      35
      3,903
      11,017
      1,053
      -39,332
      -788
      -403
      5,580
      443
      -73
      614
      11
      -4,396
      -39,600
      -2,940
      -2,760
      -580
      -2,761
      -2,564
      2,741
      1,027
      4,348
      102
      -161
      -5,604
      1,629
      86
      -1,885
      7,030
      11,794
      -3,815
      218
      2,050
      -5,148
      134
      -892
      102
      -8,242
      1,548
      -79
      -364
      976
      4,284
      -11
      -2,357
      -1,102
      -2,360
      4,620
      -9,618
      205
      -4,835
      -4,711
      -2,810
      -4,643
      -670
      207,492
      -15,426
      -5,622
      -2,061
      174
      -5,577
      2,886
      2,168
      -1,688
      -148
      -912
      2,687
      -102
      510
      4,359
      -828
      -1,742
      -9,350
      -5,330
      2,772
      -12
      -5
      -625
      1,747
      -279
      -1,014
      -1,675
      -24
      -6,193
      -2,598
      3,900
      -11,615
      112
      -164
      12
      -2,334
      2,316
      100
      -2,312
      -140
      -260
      81
      2,757
      -9,315
      -1,590
      -9
      13
      -16,123
      565
      1,855
      53
      2,522
      639
      -1,024
      628
      563
      3,463
      -10,557
      7,843
      -5,187
      -1,458
      -10
      366
      -790
      -2,602
      -114
      70,126
      1,810
      -172
      3,138
      713
      -936
      -4,446
      10,463
      120,439
      -53,195
      -325
      -655
      -541
      -954
      -17,143
      -7,816
      1,742
      3,803
      -388
      12,400
      -10,551
      -3,815
      -1,581
      1,208
      15
       
      140
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 344,750
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 10,535
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 10,535
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 10,535
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,336
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,336
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,199
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 arrow0 Refundedright arrow 11 0
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
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 arrowMN
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 arrow  
14
The books are in care ofright arrowTRUST POINT INC Telephone no.right arrow (608) 782-1148

Located atright arrow230 FRONT STREET NORTHLA CROSSEWI ZIP+4right arrow54601
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
CHRISTOPHER K BLATTNER DIRECTOR
5 		0    
4540 GORDON DRIVE
NAPLES,FL34102
RAIKO R BLATTNER DIRECTOR
5 		0    
4540 GORDON DRIVE
NAPLES,FL34102
TRUST POINT INC AGENT
1 		34,817    
230 FRONT STREET N
LA CROSSE,WI54601
QUINN BLATTNER TRUSTEE
5 		0    
4540 GORDON DRIVE
NAPLES,FL34102
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...................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  
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 arrow  
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
19,394,478
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
19,394,478
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
19,394,478
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
290,917
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
19,103,561
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
955,178
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
955,178
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
10,535
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,535
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
944,643
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
944,643
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
944,643
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
2,267,867
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,267,867
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 7 944,643
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...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 1,255,318
f Total of lines 3a through e ........ 1,255,318
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,267,867
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..... 944,643
e Remaining amount distributed out of corpus 1,323,224
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 2,578,542
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		2,578,542
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 1,255,318
e Excess from 2023.... 1,323,224
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

ALPHA USA - FL NETWORK

ATTN DEVELOPMENT
NAPERVILLE,IL60540 		NONE PUBLIC MINISTRY 20,000

CALVARY CHAPEL NAPLES

3050 HORSESHOE DRIVE SUITE 198
NAPLES,FL34104 		NONE PUBLIC RELIGIOUS 150,000

FIXED POINT FOUNDATION

2201 5TH AVE APT 403
BIRMINGHAM,AL35233 		NONE PUBLIC MINISTRY 200,000

IRAN ALIVE MINISTRIES

PO BOX 518
MELISSA,TX75454 		NONE PUBLIC RELIGIOUS 10,000

RESOURCE GLOBAL

PO BOX 166840
CHICAGO,IL60616 		NONE PUBLIC MINISTRY 200,000

EMBRACE THE TRUTH

PO BOX 80482
ROCHESTER,MI48308 		NONE PUBLIC MINISTRY 100,000

Reign Ministries

5401 W BROADWAY AVE
Minneapolis,MN55428 		NONE PUBLIC MISSION WORK 2,075

HOPE ACADEMY

2300 CHICAGO AVE
MINNEAPOLIS,MN55404 		NONE PUBLIC EDUCATION 500,000

REVIVE CHURCH

7849 WEST BROADWAY AVE
BROOKLYN PARK,MN55445 		NONE PUBLIC MINISTRY 225,000

EXCELSIS CENTER

1700 SPRING LAKE DR
ORLANDO,FL32804 		NONE PUBLIC MISSIONARY WORK 10,000

Apologetics Inc

CS LEWIS SOCIETY
Holiday,FL34691 		NONE PUBLIC EDUCATION 40,000

SEARCH MINISTRIES

PO BOX 165029
FORT WORTH,TX761615029 		NONE PUBLIC MINISTRY 500,000

PASSAGES ISRAEL

950 W BETHANY DR STE 300
ALLEN,TX75013 		NONE PUBLIC EDUCATION 75,000

VALLEY LIGHT PROGRAMS INC

PO BOX 5002
HUNTSVILLE,AL35814 		NONE PUBLIC MINISTRY 100,000

Outpost Ministries

4180 W BROADWAY AVE STE C
Robbinsdale,MN55422 		NONE PUBLIC MINISTRY 20,000

SXMX OUTREACH

10192 KARSTON AVE NE 100
ALBERTVILLE,MN55301 		NONE PUBLIC MINISTRY 40,000

TAKE CHARGE MINNESOTA

28421 WAYZATA BLVD STE 105
GOLDEN VALLEY,MN55426 		NONE PUBLIC EDUCATION 50,000
Total .................................right arrow 3a 2,242,075
bApproved for future payment
Total ................................. right arrow 3b  
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 ....     14 473,041  
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 ............ 		    18 344,750  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aAGREE REALTY CORP 		    14 28  
bAMERICAN BEACON DE     14 1,825  
cEASTERLY GOVERNMEN     14 508  
dMOELIS & CO     14 490  
e
12 Subtotal. Add columns (b), (d), and (e) ..   820,642  
13Total. Add line 12, columns (b), (d), and (e)..................
13
820,642
(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
PROVERBS 327 FOUNDATION AGENCY 1045003895
 
Employer identification number

87-2709442
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
PROVERBS 327 FOUNDATION AGENCY 1045003895
  		Employer identification number
87-2709442
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
CHRIS BLATTNER
4540 GORDON DR
 
NAPLES, FL34102

$ 656,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
RAIKO BLATTNER
450 GORDON DR
 
NAPLES, FL34102

$ 2,075


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
QUINN BLATTNER
4540 GORDON DRIVE
 
NAPLES, FL34102

$ 30,000


(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.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
PROVERBS 327 FOUNDATION AGENCY 1045003895
  		Employer identification number

87-2709442
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
PROVERBS 327 FOUNDATION AGENCY 1045003895
  		Employer identification number

87-2709442
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:
PROVERBS 327 FOUNDATION AGENCY 1045003895
EIN:
87-2709442
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,000     2,000

TY 2023 LegalFeesSchedule
Name:
PROVERBS 327 FOUNDATION AGENCY 1045003895
EIN:
87-2709442
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 278     278
LEGAL FEES - INCOME (ALLOCABLE 278     278


TY 2023 OtherDecreasesSchedule
Name:
PROVERBS 327 FOUNDATION AGENCY 1045003895
EIN:
87-2709442
Description Amount
NONDIVIDEND DISTRIBUTION 2,850


TY 2023 OtherExpensesSchedule
Name:
PROVERBS 327 FOUNDATION AGENCY 1045003895
EIN:
87-2709442
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 25 0   25


TY 2023 OtherIncomeSchedule2
Name:
PROVERBS 327 FOUNDATION AGENCY 1045003895
EIN:
87-2709442
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
AGREE REALTY CORP 28 0  
AMERICAN BEACON DEVELOPING WORLD INCOME 1,825 0  
EASTERLY GOVERNMENT PROPERTIES 508 0  
MOELIS & CO 490 0  


TY 2023 OtherIncreasesSchedule
Name:
PROVERBS 327 FOUNDATION AGENCY 1045003895
EIN:
87-2709442
Description Amount
ACCRUED INCOME/LOSS 11,185


TY 2023 OtherProfessionalFeesSchedule
Name:
PROVERBS 327 FOUNDATION AGENCY 1045003895
EIN:
87-2709442
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT & ACCOUNTING FEES (ALLOC 23,211     23,211
OTHER EXPENSE (NON-DEDUCTIBLE 9,486 9,486    


TY 2023 TaxesSchedule
Name:
PROVERBS 327 FOUNDATION AGENCY 1045003895
EIN:
87-2709442
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 226 226   0
FEDERAL TAX PAYMENT - PRIOR YE 4,781 4,781   0
FEDERAL ESTIMATES - PRINCIPAL 7,336 7,336   0
FOREIGN TAXES ON QUALIFIED FOR 3,236 3,236   0