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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
CHURCH MUTUAL INSURANCE COMPANY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)3000 SCHUSTER LANE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MERRILL, WI54452
A Employer identification number

47-4690250
B Telephone number (see instructions)

(715) 536-5577
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$324,708
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 250,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 18,936 18,936  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
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).......      
12 Total. Add lines 1 through 11........ 268,936 18,936  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,950 0   3,950
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 750 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 6,756 0   6,856
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,456 0   10,806
25 Contributions, gifts, grants paid....... 430,331 431,206
26 Total expenses and disbursements. Add lines 24 and 25 441,787 0   442,012
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -172,851
b Net investment income (if negative, enter -0-) 18,936
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 177,490 38,624 38,624
2 Savings and temporary cash investments......... 320,069 286,084 286,084
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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)      
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)..........      
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) 497,559 324,708 324,708
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............    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 497,559 324,708
29 Total net assets or fund balances (see instructions)..... 497,559 324,708
30 Total liabilities and net assets/fund balances (see instructions). 497,559 324,708
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
497,559
2
Enter amount from Part I, line 27a .....................
2
-172,851
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
324,708
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
324,708
Form 990-PF (2024)
Form 990-PF (2024)
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.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
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) 1 263
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........................... 3 263
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- ..... 5 263
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 470
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 750
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,220
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 957
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow957 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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
 
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
Yes
 
If "Yes," attach the statement required by General Instruction T.Click to see list of attachments
List of Attached Documents:
// Content
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 2024 or the taxable year beginning in 2024? 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 arrowDWAYNE GANTZ Telephone no.right arrow (715) 536-5577

Located atright arrow3000 SCHUSTER LANEMERRILLWI ZIP+4right arrow54452
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 2024, 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 (2024)
Form 990-PF (2024)
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)
Yes
 
(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
 
No
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
ALAN S OGILVIE PRESIDENT
0.10
0 0 0
3000 SCHUSTER LANE
MERRILL,WI54452
PAMELA J RUSHING EXECUTIVE VICE PRESIDENT
0.10
0 0 0
3000 SCHUSTER LANE
MERRILL,WI54452
DWAYNE A GANTZ TREASURER
0.25
0 0 0
3000 SCHUSTER LANE
MERRILL,WI54452
MICHAEL M SMITH SECRETARY
0.25
0 0 0
3000 SCHUSTER LANE
MERRILL,WI54452
STEPHANIE I LYNN DIRECTOR
0.10
0 0 0
3000 SCHUSTER LANE
MERRILL,WI54452
KEVIN D ROOT DIRECTOR
0.10
0 0 0
3000 SCHUSTER LANE
MERRILL,WI54452
JANET L SELNES DIRECTOR
0.10
0 0 0
3000 SCHUSTER LANE
MERRILL,WI54452
PAMELA W STAMPEN DIRECTOR
0.10
0 0 0
3000 SCHUSTER LANE
MERRILL,WI54452
ANDREW J BLOECHL DIRECTOR
0.25
0 0 0
3000 SCHUSTER LANE
MERRILL,WI54452
ELIZABETH L HANS FOUNDATION ADMINISTRATOR
2.00
0 0 0
3000 SCHUSTER LANE
MERRILL,WI54452
HEATHER A RENZELMANN FOUNDATION ADMINISTRATOR
2.00
0 0 0
3000 SCHUSTER LANE
MERRILL,WI54452
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 (2024)
Form 990-PF (2024)
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 arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
0
b
Average of monthly cash balances.......................
1b
437,780
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
437,780
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
437,780
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
6,567
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
431,213
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
21,561
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
21,561
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
263
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
263
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
21,298
4
Recoveries of amounts treated as qualifying distributions................
4
875
5
Add lines 3 and 4............................
5
22,173
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
22,173
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
442,012
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
442,012
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 22,173
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 661,207
b From 2020...... 1,140,071
c From 2021...... 762,050
d From 2022...... 552,359
e From 2023...... 648,538
f Total of lines 3a through e ........ 3,764,225
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 442,012
a Applied to 2023, 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 2024 distributable amount..... 22,173
e Remaining amount distributed out of corpus 419,839
5 Excess distributions carryover applied to 2024. 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 4,184,064
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
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 2019 not
applied on line 5 or line 7 (see instructions) ...
661,207
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
3,522,857
10 Analysis of line 9:
a Excess from 2020.... 1,140,071
b Excess from 2021.... 762,050
c Excess from 2022.... 552,359
d Excess from 2023.... 648,538
e Excess from 2024.... 419,839
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
DWAYNE GANTZ
3000 SCHUSTER LANE
MERRILL,WI54452
(715) 536-5577
bThe form in which applications should be submitted and information and materials they should include:
A COMPLETED APPLICATION SHOULD BE SUBMITTED ALONG WITH A BRIEF ORGANIZATIONAL HISTORY AND BRIEF DESCRIPTION OF PREVIOUS YEAR'S ACCOMPLISHMENTS; THE PURPOSE OF THE FUNDING REQUESTS; NAMES AND BRIEF DESCRIPTION OF ROLES OF PARTNERS ON THE PROJECT; PROJECT BUDGET; ORGANIZATION'S CURRENT BUDGET; AND IRS LETTER OF DETERMINATION.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2024)
Form 990-PF (2024)
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

A KID AGAIN

2014 N SAGINAW ST 318
MIDLAND,MI48640
  PC GENERAL OPERATING SUPPORT 250

ACTUARIAL FOUNDATION

475 NORTH MARTINGALE ROAD SUITE 600
SCHAUMBURG,IL60173
  PC SUPPORT OF MATH EDUCATION AND FINANCIAL LITERACY PROGRAMS AND SCHOLARSHIPS 500

ALL-IN-MILWAUKEE

135 W WELLS ST SUITE 100
MILWAUKEE,WI53203
  PC GENERAL OPERATING SUPPORT 5,000

ALPHA SIGMA NU

PO BOX 1881
MILWAUKEE,WI53201
  PC GENERAL OPERATING SUPPORT 440

AMERICAN RED CROSS-WISCONSIN REGION

4860 SHEBOYGAN AVE
MADISON,WI53705
  PC EMERGENCY RESPONSE FUND 500

AMERICAN RED CROSS-WISCONSIN REGION

4860 SHEBOYGAN AVE
MADISON,WI53705
  PC EMERGENCY RESPONSE FUND 2,500

ASCENSION LUTHERAN CHURCH

2030 3RD ST
BROOKINGS,SD57006
  PC FEEDING BROOKINGS FOOD PANTRY 500

ASONE FELLOWSHIP INC

933 HILTON DRIVE
FAYETTEVILLE,NC28311
  PC GENERAL OPERATING SUPPORT 400

ASPIRUS HEALTH FOUNDATION

425 PINE RIDGE BLVD
WAUSAU,WI54401
  PC GENERAL OPERATING SUPPORT 500

BALD KNOB CROSS OF PEACE

PO BOX 35
ALTO PASS,IL62905
  PC GENERAL OPERATING SUPPORT 500

BETHEL LUTHERAN CHURCH

411 N MONTGOMERY
GARY,IN46403
  PC GENERAL OPERATING SUPPORT 250

BEYOND VISION INC

1540 SOUTH 108TH STREET
WEST ALLIS,WI53214
  PC GENERAL OPERATING SUPPORT 250

BIG BROTHERS BIG SISTERS OF NORTHCENTRAL WISCONSIN

227400 RIB MOUNTAIN DRIVE SUITE G
WAUSAU,WI54401
  PC GENERAL OPERATING SUPPORT 500

BIG BROTHERS BIG SISTERS WISCONSIN SHORELINE INC

632 N 8TH ST UNIT 2
SHEBOYGAN,WI53081
  PC GENERAL OPERATING SUPPORT 250

BIG SISTER LITTLE SISTER MENTORING PROGRAM INC

24 GREENWAY PLAZA SUITE 1800
HOUSTON,TX77046
  PC GENERAL OPERATING SUPPORT 250

BOWLING GREEN STATE UNIVERSITY FOUNDATION

136 NORTH MERCER RD
BOWLING GREEN,OH43403
  PC EMPLOYEE MATCHING GIFT - BRAD ROSSI 100

BOWLING GREEN STATE UNIVERSITY FOUNDATION

136 NORTH MERCER RD
BOWLING GREEN,OH43403
  PC EMPLOYEE MATCHING GIFT - BRAD ROSSI 130

BOYS & GIRLS CLUB OF WAUSAU AREA

1710 N 2ND STREET
WAUSAU,WI54403
  PC GENERAL OPERATING SUPPORT 200

BRIAR YOUTH SERVICES

2720 RIMROCK RD
FITCHBURG,WI53713
  PC GENERAL FUNDRAISING 500

BRIDGE STREET MISSION

115 W BRIDGE ST
WAUSAU,WI54401
  PC GENERAL OPERATING SUPPORT 500

CALVARY CHAPEL CROSSFIELDS

15 HALF ACRE RD
JAMESBURG,NJ08831
  PC FOOD PANTRY AND BENEVOLENCE FUND 500

CAMP LUTHER

1889 KOUBENEC RD
THREE LAKES,WI54562
  PC GENERAL OPERATING SUPPORT 500

CAMP PHILLIP INC

W9944 BUTTERCUP AVE
WAUTOMA,WI54982
  PC GENERAL OPERATING SUPPORT 250

CAMPHILL SOLTANE

224 NANTMEAL ROAD
GLENMOORE,PA19343
  PC GENERAL OPERATING SUPPORT 500

CASA GUADALUPE EDUCATION CENTER

419 ROOSEVELT DRIVE
WEST BEND,WI53090
  PC SUPPPORT "READ TO SUCCEED" PROGRAM FOR CHILDREN AND THE "DREAM TO SUCCEED" PROGRAM FOR COLLEGE AGED. 500

CASA OF THE FOX CITIES INC

1500 N CASALOMA DR STE 200
APPLETON,WI54913
  PC CASA TRAINING PROGRAM 250

CASA OF WESTERN WISCONSIN

410 E LA SALLE AVE SUITE E
BARRON,WI54812
  PC GENERAL OPERATING SUPPORT 250

CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE

3501 S LAKE DRIVE PO BOX 070912
MILWAUKEE,WI53207
  PC GENERAL OPERATING SUPPORT 500

CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE

3501 S LAKE DRIVE PO BOX 070912
MILWAUKEE,WI53207
  PC CATHOLIC STEWARDSHIP APPEAL 500

CELEBRATE RECOVERY FAIRDALE

9000 BROWN AUSTIN RD
FAIRDALE,KY40118
  PC GENERAL OPERATING SUPPORT 500

CENTER FOR LEADERSHIP DEVELOPMENT

2425 DR MARTIN LUTHER KING JR
STREET
INDIANAPOLIS,IN46208
  PC GENERAL OPERATING SUPPORT 500

CENTERSTAGE BAND AND SHOW CHOIR

500 S 38TH ST
ST WAUSAU,WI54401
  PC GENERAL OPERATING SUPPORT 200

CHABAD CENTER FOR JEWISH LIFE

209 EAST ARMORY AVE
CHAMPAIGN,IL61820
  PC GENERAL OPERATING SUPPORT 500

CHIX4ACAUSE LTD

301 N MAIN STREET UNIT C
WEST BEND,WI53095
  PC GENERAL OPERATING SUPPORT 500

CHRISTIAN LIFE COMMUNICATIONS INCORPORATED

3500 STEWART AVE
WAUSAU,WI54401
  PC GENERAL OPERATING SUPPORT 500

CHRISTIAN LIFE MINISTRIES

2756 LAKE SHORE AVENUE
LITTLE CANADA,MN55117
  PC GENERAL OPERATING SUPPORT 500

CHRISTIAN OUTREACH PROGRAM-ELKHORN

20601 ELKHORN DRIVE
ELKHORN,NE68022
  PC GENERAL OPERATING SUPPORT 500

CHRISTMAS IN JULY CHARITY

8304 SOUTHRIDGE DR
ROTHSCHILD,WI54474
  PC GENERAL OPERATING SUPPORT 250

CITY ON A HILL INC

2224 W KILBOURN AVE
MILWAUKEE,WI53233
  PC GENERAL OPERATING SUPPORT 500

CLEVELAND CHURCH OF CHRIST CITADEL OF HOPE MINISTRIES

1035 EAST 105 STREET
CLEVELAND,OH44108
  PC GENERAL OPERATING SUPPORT 250

COMMUNITY ALLIANCE OF THE FAR EASTSIDE

8902 E 38TH ST
INDIANAPOLIS,IN46226
  PC GENERAL OPERATING SUPPORT 800

COMMUNITY CENTER OF HOPE

607 13TH ST
MOSINEE,WI54455
  PC GENERAL OPERATING SUPPORT 250

COMMUNITY CRY INC

1501 W RING STREET
MILWAUKEE,WI53206
  PC GENERAL OPERATING SUPPORT 500

COMMUNITY FOOD PANTRY OF MERRILL INC

503 S CENTER AVE STE 3
MERRILL,WI54452
  PC GENERAL OPERATING SUPPORT 1,500

COPASSION INC

4320 DEERWOOD LAKE PARKWAY SUITE
101-310
JACKSONVILLE,FL32216
  PC GENERAL OPERATING SUPPORT 500

CORNERSTONE UNITED METHODIST CHURCH

808 OFFNERE
PORTSMOUTH,OH45662
  PC GENERAL OPERATING SUPPORT 500

CUP O JOY

525 N TAYLOR ST
GREEN BAY,WI54303
  PC GENERAL OPERATING SUPPORT 250

DEPAUL UNIVERSITY

1 E JACKSON BLVD
CHICAGO,IL60604
  PC MATCHING EMPLOYEE GIFT - MARION BUCKLEY, SR. TECHNICAL CLAIM SPECIALIST, WAUSAU MEDMAL MGMT SERVICES 30

DISCOVERY WORLD LTD

500 N HARBOR DR
MILWAUKEE,WI53202
  PC GENERAL OPERATING SUPPORT 400

DIVINE BAPTIST CHURCH

2917 OLD GALBERRY RD
CHESAPEAKE,VA23323
  PC GENERAL OPERATING SUPPORT 250

EASTBROOK ACADEMY INC

5373 N GREEN BAY ROAD
MILWAUKEE,WI01835
  PC GENERAL OPERATING SUPPORT 800

EASTER SEALS WISCONSIN

8001 EXCELSIOR DR STE 200
MADISON,WI53717
  PC GENERAL OPERATING SUPPORT 500

ECUMENICAL SUPPORT SERVICES FOR THE ELDERLY INC

41 N PARK BLVD
GLEN ELLYN,IL60137
  PC GENERAL OPERATING SUPPORT 250

EDWARDS CHAPEL AME CHURCH

3600 NORTH 21ST ST
WACO,TX76708
  PC GENERAL OPERATING SUPPORT 125

EVERFAITHFUL MISSIONARY BAPTIST CHURCH

314 SAND BAR FERRY ROAD
AUGUSTA,GA30901
  PC GENERAL OPERATING SUPPORT 125

FAMILY PROMISE OF METRO EAST

4837 NE COUCH ST
PORTLAND,OR97213
  PC GENERAL OPERATING SUPPORT 500

FAY BICCARD GLICK NEIGHBORHOOD CENTER AT CROOKED CREEK

2990 W 71ST ST
INDIANAPOLIS,IN46268
  PC GENERAL OPERATING SUPPORT 400

FEEDING AMERICA

161 N CLARK ST STE 700
CHICAGO,IL60601
  PC GENERAL OPERATING SUPPORT 500

FEEDING AMERICA EASTER WISCONSIN INC

1700 W FOND DU LAC AVENUE
MILWAUKEE,WI53205
  PC GENERAL OPERATING SUPPORT 1,500

FIRST CHURCH OF CHRIST-BRADFORD

10 CHURCH STREET
BRADFORD,MA01835
  PC GENERAL OPERATING SUPPORT 500

FIRST PRESBYTERIAN CHURCH

360 GRAND AVENUE SUITE 600
WAUSAU,WI54403
  PC GENERAL OPERATING SUPPORT 500

FOOD BANK OF THE ROCKIES

10700 E 45TH AVE
DENVER,CO80239
  PC GENERAL OPERATING SUPPORT 1,500

FOODBANK OF SOUTHEASTERN VIRGINIA

800 TIDEWATER DRIVE
NORFOLK,VA23504
  PC GENERAL OPERATING SUPPORT 250

FRIEDENS COMMUNITY MINISTRIES INC

1220 W VLIET AVE
MILWAUKEE,WI53205
  PC GENERAL OPERATING SUPPORT 500

GIGI'S PLAYHOUSE WAUSAU

3910 SCHOFIELD AVENUE STE 3
WESTON,WI54476
  PC GENERAL OPERATING SUPPORT 500

GIRLS ON THE RUN OF THE NORTHWOODS INC

320 OAK ST
WOODRUFF,WI54568
  PC GENERAL OPERATING SUPPORT 500

GIVING TREE GLOBAL DBA BREAD OF LIFE

65 ORCHARD AVENUE
RYE,NY10580
  PC GENERAL OPERATING SUPPORT 250

GOODWILL INDUSTRIES OF NORTH CENTRAL WISC INC

1800 APPLETON ROAD
MENASHA,WI54952
  PC GENERAL OPERATING SUPPORT 500

GOSPEL TLC INC

3404 CROSS POINT BLVD
WESTIN,WI54476
  PC GENERAL OPERATING SUPPORT 500

GOSPEL TEMPLE CHURCH

247 GROTTO ST N
SAINT PAUL,MN55104
  PC GENERAL OPERATING SUPPORT 250

GRACE AFRICAN METHODIST EPISCOPAL CHURCH

1137 MAIN AVE SW
WARREN,OH44483
  PC GENERAL OPERATING SUPPORT 250

GRACE CHRISTIAN ACADEMY FOUNDATION

3233 ANNANDALE RD FALLS
CHURCH,VA22042
  SO I GENERAL OPERATING SUPPORT 500

GREATER WYOMING VALLEY AREA YMCA

40 W NORTHAMPTON ST
WILKES BARRE,PA18701
  PC GENERAL OPERATING SUPPORT 500

GREEN COUNTY FOOD PANTRY

PO BOX 697
GREENSBORO,GA30642
  PC GENERAL OPERATING SUPPORT 750

HANDS IN 4 YOUTH INC DBA VACAMAS PROGRAMS FOR YOUTH

256 MACOPIN ROAD
WEST MILFORD,NJ07480
  PC GENERAL OPERATING SUPPORT 2,500

HIS HANDS MINISTRIES

1245 2ND AVE SE
CEDAR RAPIDS,IA52403
  PC GENERAL OPERATING SUPPORT 250

HISTORIC MADISON INC

301 W SECOND ST
MADISON,IN47250
  PC GENERAL OPERATING SUPPORT 1,100

HMONG AMERICAN CENTER

1109 N 6TH ST
WAUSAU,WI54403
  PC GENERAL OPERATING SUPPORT 1,000

HOMETOWN HEROES INC

1000 BADGER CIRCLE
GRAFTON,WI53024
  PC GENERAL OPERATING SUPPORT 1,000

HOPE CENTER INC

502 N EAST AVE
WAUKESHA,WI53186
  PC GENERAL OPERATING SUPPORT 500

HOPE LUTHERAN CHURCH

5435 N FRESNO ST
FRESNO,CA93710
  PC GENERAL OPERATING SUPPORT 250

HORIZON HIGH SCHOOL OF MADISON

659 N WHITNEY WAY SUITE 110
MADISON,WI53705
  PC FALL FUNDRAISER 500

HOWARD YOUNG FOUNDATION INC

1707 HIGHWAY 51 N
WOODRUFF,WI54568
  PC LAKELAND FOOD PANTRY 1,000

IMMANUEL LUTHERAN CHURCH-IMMANUEL CHRISTIAN ACADEMY

23172329 S WOLF RD
HILLSIDE,IL60162
  PC GENERAL OPERATING SUPPORT 750

IRON WHEEL MISSONARY BAPTIST CHURCH

820 FIRST STREET
NACOGDOCHES,TX75961
  PC GENERAL OPERATING SUPPORT 250

JARVIS CHRISTIAN COLLEGE

PO BOX 1470 US HWY 80E AT PR 7631
HAWKINS,TX75765
  PC GENERAL OPERATING SUPPORT 250

JESUSONLINE MINISTRIES

PO BOX 1643
HIGLEY,AZ85236
  PC GENERAL OPERATING SUPPORT 250

JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE

1342 CONGRESS STREET
PORTLAND,ME04102
  PC GENERAL OPERATING SUPPORT 250

JONES CHAPEL AME CHURCH

225 57TH STREET
FAIRFIELD,AL35064
  PC GENERAL OPERATING SUPPORT 500

KENBROOK BIBLE CAMP

190 PINE MEADOW RD
LEBANON,PA17046
  PC GENERAL OPERATING SUPPORT 250

KNOWN INC

1410 GEORGE STREET
APPLETON,WI54915
  PC GENERAL OPERATING SUPPORT 500

LA PLAZA INC

8902 E 328TH ST
INDIANAPOLIS,IN46226
  PC GENERAL OPERATING SUPPORT 500

LEGACY COMMUNITY CENTER INC

26 W GRAND AVENUE
CHIPPEWA FALLS,WI54729
  PC GENERAL OPERATING SUPPORT 250

LIBERTY BAPTIST CHURCH OF GARY INDIANA

2301 ROOSEVELT ST
GARY,IN46404
  PC GENERAL OPERATING SUPPORT 100

LIBERTY UNIVERSITY

1971 UNIVERSITY BLVD
LYNCHBURG,VA24515
  PC GENERAL OPERATING SUPPORT 500

LINN CHRISTAIN EDUCATION ASSOCIATION DBA ISAAC NEWTON CHRISTIAN ACADEMY

1635 LINMAR DR NE
CEDAR RAPIDS,IA52402
  PC GENERAL OPERATING SUPPORT 500

LITTLE LAKES MEMORIES INC

W5097 WINKELMAN AVE
IRMA,WI54442
  PC GENERAL OPERATING SUPPORT 250

LUBBOCK IMPACT

2707 34TH STREET
LUBBOCK,TX79410
  PC GENERAL OPERATING SUPPORT 500

LUTHER PREPARATORY SCHOOL

1300 WESTERN AVE
WATERTOWN,WI53094
  PC GENERAL OPERATING SUPPORT 250

MARATHON COUNTY 4-H LEADERS FEDERATION INC

212 RIVER DRIVE 3
WAUSAU,WI54403
  PC GENERAL OPERATING SUPPORT 400

MARIAN UNIVERSITY

45 NATIONAL AVENUE
FOND DU LAC,WI54935
  PC GENERAL OPERATING SUPPORT 250

MARQUETTE UNIVERSITY

1250 W WISCONSIN AVE PO BOX 1881
MILWAUKEE,WI53233
  PC GENERAL OPERATING SUPPORT 49,000

MARQUETTE UNIVERSITY

1250 W WISCONSIN AVE PO BOX 1881
MILWAUKEE,WI53233
  PC GENERAL OPERATING SUPPORT 49,000

MARTIN LUTHER COLLEGE

1995 LUTHER COURT
NEW ULM,MN56073
  PC MATCHING EMPLOYEE GIFT: GUY RUSS 500

MARTINDALE BRIGHTWOOD COMMUNITY DEVELOPMENT CORP

2435 N SHERMAN DR STE 4
INDIANAPOLIS,IN46218
  PC GENERAL OPERATING SUPPORT 475

MERCY HOUSE INTERNATIONAL INC

411 2ND AVE W
ALBANY,OR97321
  PC GENERAL OPERATING SUPPORT 500

MERRILL AREA UNITED WAY

PO BOX 813
MERRILL,WI54452
  PC MATCHING UNITED WAY EMPLOYEE GIFT 93,637

MERRILL FORWARD TOGETHER INC

PO BOX 7983
MERRILL,WI54452
  PC GENERAL OPERATING SUPPORT 250

METROPOLITAN AME CHURCH

309 FREDERICK ST
CUMBERLAND,MD21502
  PC GENERAL OPERATING SUPPORT 250

MKE FELLOWS

815 N WATER STREET
MILWAUKEE,WI53202
  PC GENERAL OPERATING SUPPORT 25,000

MORGAN AUTISM CENTER

950 ST ELIZABETH DRIVE
SAN JOSE,CA95126
  PC GENERAL OPERATING SUPPORT 500

MOSAIC INTER-FAITH MINISTRIES DBA LUTHERAN SOCIAL SERVICES

3278 SOUTH 540 EAST
SALT LAKE CITY,UT84106
  PC GENERAL OPERATING SUPPORT 500

MT ZION BAPTIST CHURCH

56 TJ JEMISON BLVD
BATON ROUGE,LA70802
  PC GENERAL OPERATING SUPPORT 250

NATIVITY JUSUIT ACADEMY

151 S 29TH ST
MILWAUKEE,WI53215
  PC GENERAL OPERATING SUPPORT 250

NEIGHBOR FOR NEIGHBOR

1118 W VETERANS ST
TOMAH,WI54660
  PC GENERAL OPERATING SUPPORT 500

NEVER FORGOTTEN HONOR FLIGHT

225780 RIB MOUNTAIN DRIVE 234
WAUSAU,WI54401
  PC GENERAL OPERATING SUPPORT 1,000

NEW HOPE MINISTRIES

99 W CHURCH STREET
DILLSBURG,PA17019
  PC GENERAL OPERATING SUPPORT 1,500

NEW LIFE WESLEYAN CHURCH

1000 COMANCHE AVE
GILLETTE,WY82718
  PC GENERAL OPERATING SUPPORT 500

NEW LIGHTHOUSE MINISTRIES

261 COLUMBUS AVENUE
NEW HAVEN,CT06519
  PC GENERAL OPERATING SUPPORT 250

NORTHCENTRAL TECHNICAL COLLEGE FOUNDATION INC

1000 W CAMPUS DRIVE
WAUSAU,WI54401
  PC GENERAL OPERATING SUPPORT 50,000

NORTHEAST IOWA COMMUNITY ACTION CORPORATION

305 MONTGOMERY ST
DECORAH,IA52101
  PC GENERAL OPERATING SUPPORT 250

NORTHLAND LUTHERAN HIGH SCHOOL

2107 TOWER RD
KRONENWETTER,WI54455
  PC GENERAL OPERATING SUPPORT 250

OPEN DOOR OUTREACH CENTER

7170 COOLEY LAKE RD
WATERFORD,MI48327
  PC GENERAL OPERATING SUPPORT 500

OPPORTUNITY OF NORTH CENTRAL WI

388 RIVER DR
WAUSAU,WI54403
  PC GENERAL OPERATING SUPPORT 500

OUTREACH FOR HOPE

1212 S LAYTON BLVD
MILWAUKEE,WI53215
  PC GENERAL OPERATING SUPPORT 500

OZAUKEE CHRISTIAN SCHOOL

1214 HWY 33
WEST BEND,WI53095
  PC GENERAL OPERATING SUPPORT 2,500

OZAUKEE FOOD ALLIANCE

100 E GREEN BAY AVE
SAUKVILLE,WI53080
  PC GENERAL OPERATING SUPPORT 500

PACE CENTER FOR GIRLS

6745 PHILIPS INDUSTRIAL BLVD
JACKSONVILLE,FL32256
  PC GENERAL OPERATING SUPPORT 500

PACIFIC HOUSE INC

597 PACIFIC STREET
STAMFORD,CT06902
  PC GENERAL OPERATING SUPPORT 500

PRAISE IN THE PINES INC

PO BOX 2825
EAGLE RIVER,WI54521
  PC GENERAL OPERATING SUPPORT 250

PROJECT 1027 INC

25514 SIOUX SPRINGS
SAN ANTONIO,TX78261
  PC GENERAL OPERATING SUPPORT 250

RAHABS DAUGHTERS

509 W OLD NORTHWAY HWY STE LL-1
BARRINGTON,IL60010
  PC GENERAL OPERATING SUPPORT 500

REDFORD INTERFAITH RELIEF

18499 BEACH DALY RD
REDFORD,MI48240
  PC GENERAL OPERATING SUPPORT 250

RIDES AND REINS TEC INC

4371 ARTHUR ROAD
SLINGER,WI53086
  PC GENERAL OPERATING SUPPORT 500

RISE UP INC

1500 EAST MILLARD ST
JOHNSON CITY,TN37601
  PC GENERAL OPERATING SUPPORT 250

RITENOUR CO-CARE INC FOOD PANTRY

9303 MIDLAND BLVD PO BOX 142542
OVERLAND,MO63114
  PC GENERAL OPERATING SUPPORT 250

ROBERTS PARK UNITED METHODIST CHURCH

401 N DELAWARE STREET
INDIANAPOLIS,IN46204
  PC GENERAL OPERATING SUPPORT 500

ROCK POINT SCHOOL

1 ROCK POINT RD
BURLINGTON,VT05408
  PC GENERAL OPERATING SUPPORT 500

SAMARITAN COUNSELING CENTER OF SOUTHERN WISCONSIN

5900 MONONA DRIVE SUITE 100
MONONA,WI53716
  PC GENERAL OPERATING SUPPORT 500

SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN

2802 DAIRY DRIVE
MADISON,WI53718
  PC GENERAL OPERATING SUPPORT 1,500

SHELTERING WINGS CENTER FOR WOMEN INC

PO BOX 92
DANVILLE,IN46122
  PC GENERAL OPERATING SUPPORT 1,500

SOCIETY OF ST VINCENT DE PAUL

503 S CENTER AVENUE SUITE 2
MERRILL,WI54452
  PC GENERAL OPERATING SUPPORT 500

SOUTH MOUNTAIN YMCA

201 CUSHION PEAK ROAD
REINHOLDS,PA17569
  PC GENERAL OPERATING SUPPORT 250

ST ANTHONY CATHOLIC SCHOOOL

301 ELM ST
ATHENS,WI54411
  PC GENERAL OPERATING SUPPORT 250

ST JOHN THE BAPTIST RUSSIAN ORTHODOX CATHEDRAL

706 HILL ST
MAYFIELD,PA18433
  PC GENERAL OPERATING SUPPORT 250

ST MARCUS SCHOOL

2215 N PALMER ST
MILWAUKEE,WI53212
  PC GENERAL OPERATING SUPPORT 2,600

ST PAULS LUTHERAN CHURCH

N2443 LAKE PESOBIC RD
MERRILL,WI54452
  PC GENERAL OPERATING SUPPORT 250

ST PETER'S-BY-THE-SEA CHURCH

72 CENTRAL STREET
NARRAGANSETT,RI02882
  PC GENERAL OPERATING SUPPORT 250

STATE CONVENTION OF BAPTISTS IN OHIO

9000 ANTARES AVENUE
COLUMBUS,OH43240
  PC GENERAL OPERATING SUPPORT 250

STETTIN ELEMENTARY PTO

109 N 56TH AVE
WAUSAU,WI54401
  PC GENERAL OPERATING SUPPORT 250

T LAB ACCELERATED LEARNING CENTERS

1751 RADCLIFF ST
GARDEN CITY,MI48135
  PC GENERAL OPERATING SUPPORT 1,500

TEAM RUBICON

5230 PACIFIC CONCOURSE DRIVE STE
200
LOS ANGELES,CA90045
  PC GENERAL OPERATING SUPPORT 2,500

TEEN CHALLENGE INTERNATINAL INC

PO BOX 250771
MILWAUKEE,WI53225
  PC GENERAL OPERATING SUPPORT 500

TEMPLE OHABEL SHALOM

1187 BEACON ST
BROOKLINE,MA02446
  PC GENERAL OPERATING SUPPORT 250

THE HAGAR HOUSE

915 NORTH 5TH STREET
WAUSAU,WI54403
  PC GENERAL OPERATING SUPPORT 1,000

THE NEIGHBORS PLACE

360 GRAND AVE SUITE 200
WAUSAU,WI54403
  PC GENERAL OPERATING SUPPORT 1,500

THE SALVATION ARMY OF GREATER GREEN BAY

626 UNION CT
GREEN BAY,WI54303
  PC GENERAL OPERATING SUPPORT 500

THE SALVATION ARMY OF TOMAHAWK

108 WEST SOMO AVE
TOMAHAWK,WI54487
  PC GENERAL OPERATING SUPPORT 500

THE SEEING EYE INC

PO BOX 375
MORRISTOWN,NJ07963
  PC GENERAL OPERATING SUPPORT 3,000

THE TABERNACLE BAPTIST CHURCH

380 SOUTH BROADWAY
DAYTON,OH45402
  PC GENERAL OPERATING SUPPORT 250

TOMAHAWK EMERGENCY FOOD PANTRY

PO BOX 718
TOMAHAWK,WI54487
  PC GENERAL OPERATING SUPPORT 250

TOTAL LIVING CENTER MINISTRIES INC

2221 9TH ST SW
CANTON,OH44706
  PC GENERAL OPERATING SUPPORT 600

TRAIN UP A CHILD INC

3751 PAGE BLVD ST
ST LOUIS,MO63113
  PC GENERAL OPERATING SUPPORT 750

TRINITY LUTHERAN SCHOOL

301 ELM ST
ATHENS,WI54411
  PC GENERAL OPERATING SUPPORT 250

UNITED INNER CITY SERVICES DBA EARLYSTART

2008 E 12TH STREET
KANSAS CITY,MO64127
  PC GENERAL OPERATING SUPPORT 250

UNITED WAY OF CAPITAL REGION

2235 MILLENNIUM WAY
ENOLA,PA17025
  PC UNITED WAY MATCHING EMPLOYEE GIFT 3,335

UNITED WAY OF DANE COUNTY

PO BOX 7548
MADISON,WI53707
  PC UNITED WAY MATCHING EMPLOYEE GIFT 24,543

UNITED WAY OF DANE COUNTY

PO BOX 7548
MADISON,WI53707
  PC GENERAL OPERATING SUPPORT 2,500

UNITED WAY OF GREATER MILWAUKEE AND WAUKESHA COUNTY INC

PO BOX 88988
MILWAUKEE,WI53288
  PC MATCHING UNITED WAY EMPLOYEE GIFT 9,512

UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC

PO BOX 1208
EAU CLAIRE,WI54702
  PC MATCHING EMPLOYEE GIFT - DENNIS PALAZZO 104

URBAN LEAGUE OF NORTHWEST IN

3101 BROADWAY
GARY,IN46409
  PC GENERAL OPERATING SUPPORT 1,500

UWM FOUNDATION INC

1440 EAST NORTH AVENUE
MILWAUKEE,WI53202
  PC GENERAL OPERATING SUPPORT 15,000

UWSP FOUNDATION-CENTRAL WISCONSIN MATHEMATICS LEAGUE ACCT 9161

2001 FOURTH AVE
STEVENS POINT,WI54481
  PC GENERAL OPERATING SUPPORT 1,500

VOLUNTEER LEADERSHIP DBA CANCER COMPANIONS

PO BOX 125
COTTLEVILLE,MO63338
  PC GENERAL OPERATING SUPPORT 500

WAUSAU HMONG NEW YEAR INC

1819 ROSECRANS STREET
WAUSAU,WI54403
  PC GENERAL OPERATING SUPPORT 500

WEEKEND BACKPACKS FOR HOMELESS KIDS INC

1505 BEDFORD AVE
BALTIMORE,MD21208
  PC GENERAL OPERATING SUPPORT 250

WHITE OAK BAPTIST CHURCH

901 E MAPLE AVE
LINDENWOLD,NJ08021
  PC GENERAL OPERATING SUPPORT 250

WINGS OF GOD TRANSITION HOME INC

310 N KALAMAZOO STREET
PAW PAW,MI49079
  PC GENERAL OPERATING SUPPORT 250

WISCONSIN EQUAL JUSTICE FUND INC

822 CABOT LN
MADISON,WI53711
  PC GENERAL OPERATING SUPPORT 500

WISCONSIN EVANGELICAL LUTHERAN SYNOD

N16W23377 STONE RIDGE DRIVE
WAUKESHA,WI53188
  PC GENERAL OPERATING SUPPORT 500

WISCONSIN INSTITUTE FOR PUBLIC POLICY AND SERVICE

625 STEWART AVENUE
WAUSAU,WI54401
  PC GENERAL OPERATING SUPPORT 5,000

WISCONSIN LIONS FOUNDATION INC

3834 COUNTY ROAD A
ROSHOLT,WI54473
  PC GENERAL OPERATING SUPPORT 250

WISCONSIN LUTHER INSTITUTIONAL MINISTRIES INC DBA INSTITUTIONAL MINISTRIES

W175 N11120 STONEWOOD DRIVE
GERMANTOWN,WI53022
  PC GENERAL OPERATING SUPPORT 250

WISCONSIN LUTHERAN CHILD & FAMILY SERVICE INC DBA CHRISTIAN FAMILY SOLUTION

1833 EXECUTIVE DRIVE SUITE 101B
OCONOMOWOC,WI53066
  PC GENERAL OPERATING SUPPORT 500

WISCONSIN TROOPERS BENEVOLENT FOUNDATION

4230 EAST TOWNE BLVD 284
MADISON,WI53704
  PC GENERAL OPERATING SUPPORT 250

WISE INTERNATIONAL LEADERSHIP DEVELOPMENT INC

1856 N STEVENS STREET
RHINELANDER,WI54501
  PC GENERAL OPERATING SUPPORT 500

WOMEN ARE DREAMERS TOO

POBOX 1371
ALPHARETTA,GA30009
  PC GENERAL OPERATING SUPPORT 500

WOMEN'S COMMUNITY INC OF WAUSAU

3200 HILLTOP AVE
WAUSAU,WI54401
  PC GENERAL OPERATING SUPPORT 500

YWCA OF NORTHEAST IN

1313 W WASHINGTON CENTER RD
FORT WAYNE,IN46825
  PC GENERAL OPERATING SUPPORT 1,400

ST STEPHENS UNITED CHURCH OF CHRIST

903 E 2ND STREET
MERRILL,WI54452
  PC GENERAL OPERATING SUPPORT 1,000

ST STEPHENS UNITED CHURCH OF CHRIST

903 E 2ND STREET
MERRILL,WI54452
  PC GENERAL OPERATING SUPPORT 250

THE SALVATION ARMY

202 CALLON ST
WAUSAU,WI54401
  PC GENERAL OPERATING SUPPORT 500
Total .................................right arrow 3a 431,206
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 18,936  
4 Dividends and interest from securities ....          
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
         
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 18,936 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
18,936
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
CHURCH MUTUAL INSURANCE COMPANY
FOUNDATION INC
Employer identification number

47-4690250
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
CHURCH MUTUAL INSURANCE COMPANY
FOUNDATION INC
Employer identification number
47-4690250
Part I
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
CHURCH MUTUAL INSURANCE COMPANY SI
 
3000 SCHUSTER LANE
 
MERRILL, WI54452

$ 250,000


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
CHURCH MUTUAL INSURANCE COMPANY
FOUNDATION INC
Employer identification number

47-4690250
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
CHURCH MUTUAL INSURANCE COMPANY
FOUNDATION INC
Employer identification number

47-4690250
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
CHURCH MUTUAL INSURANCE COMPANY
 
FOUNDATION INC
EIN:
47-4690250
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DELOITTE 3,950 0   3,950

TY 2024 DissolutionStmt
Name:
CHURCH MUTUAL INSURANCE COMPANY
 
FOUNDATION INC
EIN:
47-4690250
Dissolution Name Dissolution Address Explanation Dissolution Amount
SEE PART XIV FOR DETAILS 3000 SCHUSTER LANE
MERRILL,WI54452
THE FOUNDATION HAS MADE DISTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS IN 2024 THAT MEET THE QUALIFICATIONS FOR A SUBSTANTIAL CONTRACTION OF ASSETS FOR THE FOUNDATION.THE SUBSTANTIAL CONTRACTION WAS NOT RELATED TO A PLAN OF LIQUIDATION OR DISSOLUTION. 442,012


TY 2024 LiquidationExplanationStmt
Name:
CHURCH MUTUAL INSURANCE COMPANY
 
FOUNDATION INC
EIN:
47-4690250
Statement:
IN THE 2024 TAX YEAR, CHURCH MUTUAL INSURANCE COMPANY FOUNDATION, INC. (THE FOUNDATION) HAS MADE DISTRIBUTIONS THAT MEET THE QUALIFICATIONS OF A SUBSTANTIAL CONTRACTION IN ASSETS OF THE FOUNDATION. SEE PART XIV, LINE 3A FOR INFORMATION REGARDING ASSETS TRANSFERRED. THE SUBSTANTIAL CONTRACTION WAS NOT RELATED TO A PLAN OF LIQUIDATION OR DISSOLUTION.


TY 2024 OtherExpensesSchedule
Name:
CHURCH MUTUAL INSURANCE COMPANY
 
FOUNDATION INC
EIN:
47-4690250
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 3,176 0   3,276
MISCELLANEOUS EXPENSES 3,580 0   3,580


TY 2024 TaxesSchedule
Name:
CHURCH MUTUAL INSURANCE COMPANY
 
FOUNDATION INC
EIN:
47-4690250
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENTS 750 0   0