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 06-01-2024 , and ending 05-31-2025
Name of foundation
EDWARD AND HANNAH M RUTLEDGE CHARITIES
INC
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 758
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHIPPEWA FALLS, WI54729
A Employer identification number

39-0806178
B Telephone number (see instructions)

(715) 723-6618
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$29,420,271J 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) 1,114
2 Check right arrow.............
3 Interest on savings and temporary cash investments 136,068 136,068  
4 Dividends and interest from securities... 1,214,790 1,214,790  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 516,662
b Gross sales price for all assets on line 6a 6,722,481
7 Capital gain net income (from Part IV, line 2)... 516,662
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
50,000 50,000  
12 Total. Add lines 1 through 11........ 1,918,634 1,917,520  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 214,557 53,640   160,917
14 Other employee salaries and wages...... 34,729 8,682   26,047
15 Pension plans, employee benefits....... 7,937 1,984   5,953
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
66,885 16,721   50,164
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
73,750 3,871   11,614
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 23,110 5,777   17,333
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 632 158   474
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,854 963   2,891
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 425,454 91,796   275,393
25 Contributions, gifts, grants paid....... 1,007,147 1,007,147
26 Total expenses and disbursements. Add lines 24 and 25 1,432,601 91,796   1,282,540
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 486,033
b Net investment income (if negative, enter -0-) 1,825,724
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............. 74,202 96,441 96,441
2 Savings and temporary cash investments......... 305,651 328,988 328,988
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)....... 20,416,071 Click to see attachment
List of Attached Documents:
// Content
20,812,330 		27,742,445
c Investments—corporate bonds (attach schedule)....... 1,180,802 Click to see attachment
List of Attached Documents:
// Content
1,225,000 		1,226,681
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 arrow25,716
Less: accumulated depreciation (attach schedule) right arrow   25,716 25,716 25,716
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,002,442 22,488,475 29,420,271
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........ 1,400,000 1,400,000
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 20,602,442 21,088,475
29 Total net assets or fund balances (see instructions)..... 22,002,442 22,488,475
30 Total liabilities and net assets/fund balances (see instructions). 22,002,442 22,488,475
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
22,002,442
2
Enter amount from Part I, line 27a .....................
2
486,033
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
22,488,475
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
22,488,475
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.)
1 a PUBLICLY TRADED SECURITIES      
b LAND D    
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 6,612,481   6,190,651 421,830
b 110,000   15,168 94,832
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       421,830
b       94,832
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 2 516,662
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 25,378
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 25,378
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 25,378
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 22,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 176
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,554
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 2025 estimated taxright arrow   Refundedright arrow 11  
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowJULENE BOWE Telephone no.right arrow (715) 723-6618

Located atright arrow404 N BRIDGE STCHIPPEWA FALLSWI ZIP+4right arrow54729
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)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)
Yes
 
(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
 
No
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
JULENE BOWE SECRETARY-TREASURER
40.00 		118,568 0 0
404 N BRIDGE ST
CHIPPEWA FALLS,WI54729
THOMAS LEINENKUGEL PRESIDENT
6.25 		23,875 0 0
404 N BRIDGE ST
CHIPPEWA FALLS,WI54729
GERALD JACOBSON VICE PRESIDENT
6.25 		23,875 0 0
404 N BRIDGE ST
CHIPPEWA FALLS,WI54729
ALYSIA BOWE ASSISTANT SECRETARY
24.00 		48,239 0 0
404 N BRIDGE ST
CHIPPEWA FALLS,WI54729
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
28,610,515
b
Average of monthly cash balances.......................
1b
563,817
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
29,174,332
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
29,174,332
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
437,615
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
28,736,717
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,436,836
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
1,436,836
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
25,378
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
22,477
c
Add lines 2a and 2b............................
2c
47,855
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,388,981
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,388,981
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
1,388,981
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
1,282,540
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
1,282,540
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 1,388,981
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 985,761
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,282,540
a Applied to 2023, but not more than line 2a 985,761
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..... 296,779
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		1,092,202
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) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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:
JULENE BOWE
404 N BRIDGE ST
CHIPPEWA FALLS,WI54729
(715) 723-6618
bThe form in which applications should be submitted and information and materials they should include:
-NAME AND CONTACT INFORMATION -MARITAL STATUS -NAME OF HIGH SCHOOL -LIST OF ACTIVITIES AND ACHIEVEMENTS AT SCHOOL AND IN COMMUNITY -COLLEGE YOU PLAN TO ATTEND, MAJOR -GRADUATION DATE -FULL TIME OR PART TIME STUDENT AND EXPLANATION -EMPLOYMENT INFORMATION -ALL APPLICANTS MUST APPLY FOR FINANCIAL AID AND SUBMIT A COPY OF THE FAFSA REPORT WITH APPLICATION -PARENTAL STATUS (DIVORCED, DECEASED, STEP, OTHER) -PARENTAL INFORMATION -FINANCIAL ASSISTANCE BEING PROVIDED FROM FAMILY -STATEMENT OF NEED - EXPLAIN ANY SPECIAL CIRCUMSTANCES THAT IMPACT YOUR FINANCIAL SITUATION BUT MAY NOT BE OBVIOUS ON THE STUDENT AID REPORT. -LIST OTHER SOURCES OF FUNDS FOR COLLEGE EXPENSES -OTHER SCHOLARSHIPS -ESTIMATE OF TUITION AND OTHER EXPENSES -COMPLETE TRANSCRIPT OF HIGH SCHOOL GRADES
cAny submission deadlines:
SCHOLARSHIP APPLICATIONS MUST BE SUBMITTED BY JUNE EACH YEAR.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
RESIDENTS OF CHIPPEWA COUNTY, WI ARE PREFERRED.
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
ABIGAIL IVERSON


16134 105TH STREET
BLOOMER,WI54724 		NONE I SCHOLARSHIP 2,000

AGNES' TABLE & COMMUNITY CENTER

PO BOX 874
CHIPPEWA FALLS,WI54729 		N/A PC AID AND ASSIST 21,000

ALANO CLUB 76 INC

76 E CENTRAL ST
CHIPPEWA FALLS,WI54729 		N/A PC AID AND ASSIST 1,000
ALEX POIRIER


2108 HORSESHOE COURT
BLOOMER,WI54724 		NONE I SCHOLARSHIP 2,000
ALEXA POST


26755 160TH STREET
NEW AUBURN,WI54757 		NONE I SCHOLARSHIP 2,000
ALLISON SCHMITT


4988 120TH AVENUE
COLFAX,WI54730 		NONE I SCHOLARSHIP 2,000
ALYSSA SYKORA


9727 129TH STREET
CHIPPEWA FALLS,WI54729 		NONE I SCHOLARSHIP 750

ALZHEIMER'S ASSOCIATION

404 1/2 N BRIDGE ST
CHIPPEWA FALLS,WI54729 		N/A PC AID AND ASSIST 1,000
AMELIA SCHMITT


4988 120TH AVENUE
COLFAX,WI54730 		NONE I SCHOLARSHIP 2,000

AMERICAN LEGION AUXILIARY-UNIT 77

321 MORRIS STREET
CHIPPEWA FALLS,WI54729 		N/A PC AID AND ASSIST 400

AMERICAN LEGION POST 77

PO BOX 241
CHIPPEWA FALLS,WI54729 		N/A PC AID AND ASSIST 5,400
ARIANA HOLMES


5567 NORMANDALE DRIVE
EAU CLAIRE,WI54703 		NONE I SCHOLARSHIP 2,000
ASHTON YARRINGTON


3569 30TH AVENUE
ELK MOUND,WI54739 		NONE I SCHOLARSHIP 750
AUBREY SWIM


2532 FROSTWOODS STREET
EAU CLAIRE,WI54703 		NONE I SCHOLARSHIP 2,000

BLOOMERNEW AUBURN FOOD PANTRY

808 JACKSON STREET
BLOOMER,WI54724 		N/A PC AID AND ASSIST 27,000
BO CHWALA


34351 COUNTY HIGHWAY MM
STANLEY,WI54768 		NONE I SCHOLARSHIP 2,000
BOWEN ROTHBAUER


13727 110TH STREET
BLOOMER,WI54724 		NONE I SCHOLARSHIP 2,000

BOYS & GIRLS CLUB OF GREATER CHIPPEWA VALLEY

605 BRIDGEWATER AVE
EAU CLAIRE,WI54729 		N/A PC AID AND ASSIST 75,000
BRADEN DENZINE


25575 COUNTY HIGHWAY O
CADOTT,WI54727 		NONE I SCHOLARSHIP 2,000
BRECKIN BURZYNSKI


9796 370TH STREET
STANLEY,WI54768 		NONE I SCHOLARSHIP 2,000
BREIELLE THOMPSON


112 S MICHAEL STREET
BOYD,WI54726 		NONE I SCHOLARSHIP 2,000
BRETT ELKIN


9566 137TH STREET
CHIPPEWA FALLS,WI54729 		NONE I SCHOLARSHIP 2,000

BRIGHT SMILES

5388 STATE HWY 64
BLOOMER,WI54724 		N/A PC AID AND ASSIST 25,000
BRODIE BRAATEN


21615 108TH AVE
CADOTT,WI54727 		NONE I SCHOLARSHIP 1,500
BRYCE ANDERSON


20988 265TH STREET
CORNELL,WI54732 		NONE I SCHOLARSHIP 2,000

CADOTT COMMUNITY FOOD PANTRY

329 MAIN STREET
CADOTT,WI54727 		N/A PC AID AND ASSIST 10,000
CAEL IVERSON


16134 105TH STREET
BLOOMER,WI54724 		NONE I SCHOLARSHIP 2,000
CALLEY OLSON


16895 132ND STREET
BLOOMER,WI54724 		NONE I SCHOLARSHIP 2,000

CARELINK

605 WESTHAVEN ROAD
CHIPPEWA FALLS,WI54729 		N/A PC AID AND ASSIST 3,000
CARLY VERBETEN


4970 COUNTY HIGHWAY H
STANLEY,WI54768 		NONE I SCHOLARSHIP 1,000
CARSEN HAUSE


11921 COUNTY HWY H
STANLEY,WI54768 		NONE I SCHOLARSHIP 2,000

CENTRAL LUTHERAN CHURCH

411 N BRIDGE ST SUITE 101
CHIPPEWA FALLS,WI54729 		N/A PC AID AND ASSIST 1,272
CHASE STURM


801 MCKENZIE STREET
STANLEY,WI54768 		NONE I SCHOLARSHIP 2,000

CHIPPEWA AREA HISTORY CENTER

12 BRIDGEWATER AVENUE
CHIPPEWA FALLS,WI54729 		N/A PC AID AND ASSIST 5,000

CHIPPEWA CO ADULT SPECIAL OLYMPICS

622 SUPERIOR ST
CHIPPEWA FALLS,WI54729 		N/A PC AID AND ASSIST 2,500

CHIPPEWA COUNTY DEPT OF PUBLIC HEALTH

711 N BRIDGE ST RM 121
CHIPPEWA FALLS,WI54729 		N/A GOV AID AND ASSIST 2,000

CHIPPEWA COUNTY HUMAN SERVICES

711 N BRIDGE STREET
CHIPPEWA FALLS,WI54729 		N/A GOV AID AND ASSIST 2,057

CHIPPEWA FALLS AREA SENIOR CENTER

1000 E GRAND AVE
CHIPPEWA FALLS,WI54729 		N/A PC AID AND ASSIST 30,000

CHIPPEWA RIVER INDUSTRIES

1000 LAKE WISSOTA DR
CHIPPEWA FALLS,WI54729 		N/A PC AID AND ASSIST 15,000

CHIPPEWA VALLEY FREE CLINIC

1030 OAK RIDGE DRIVE
EAU CLAIRE,WI54701 		N/A PC AID AND ASSIST 12,500

CHIPPEWA YOUTH HOCKEY ASSOCIATION

PO BOX 131
CHIPPEWA FALLS,WI54729 		N/A PC AID AND ASSIST 41,667
COLTAN CALKINS


477 E 1ST AVENUE
STANLEY,WI54768 		NONE I SCHOLARSHIP 2,000

COME NOW & EAT FOOD PANTRY

PO BOX 9
CADOTT,WI54727 		N/A PC AID AND ASSIST 20,000
CORBIN HOLM


334 OLIVE STREET
CHIPPEWA FALLS,WI54729 		NONE I SCHOLARSHIP 2,500

CORNELL FOOD PANTRY

PO BOX 253
CORNELL,WI54732 		N/A PC AID AND ASSIST 10,000

CURTIE CARES INC

PO BOX 135
BLOOMER,WI54724 		N/A PC AID AND ASSIST 10,000
DELANEY ZWIEFELHOFER


1435 WILSON STREET
BLOOMER,WI54724 		NONE I SCHOLARSHIP 1,000
DYLAN BOWE


18546 240TH STREET
CORNELL,WI54732 		NONE I SCHOLARSHIP 1,500
ELIANA EILER


24939 48TH AVENUE
CADOTT,WI54727 		NONE I SCHOLARSHIP 2,000
ELLA HARTZELL


29141 263RD STREET
HOLCOMBE,WI54745 		NONE I SCHOLARSHIP 2,000
EMMA HARMS


19204 190TH STREET
JIM FALLS,WI54748 		NONE I SCHOLARSHIP 2,000
EMILY BRAATEN


21615 108TH AVE
CADOTT,WI54727 		NONE I SCHOLARSHIP 1,500

ENGLISH LUTHERAN BATEMAN PANTRY PALS

20588 CTY HWY X
CHIPPEWA FALLS,WI54729 		N/A PC AID AND ASSIST 8,000
EVAN ROGGE


18828 COUNTY HIGHWAY Q
BLOOMER,WI54724 		NONE I SCHOLARSHIP 2,000

FAMILY SUPPORT CENTER

PO BOX 143
CHIPPEWA FALLS,WI54729 		N/A PC AID AND ASSIST 50,000

FEED MY PEOPLE FOOD BANK

2610 ALPINE RD
EAU CLAIRE,WI54703 		N/A PC AID AND ASSIST 50,000

FIRST PRESBYTERIAN CHURCH FOOD PANTRY

130 W CENTRAL ST
CHIPPEWA FALLS,WI54729 		N/A PC AID AND ASSIST 15,851

FRUIT OF THE VINE FOOD PANTRY

PO BOX 46
STANLEY,WI54768 		N/A PC AID AND ASSIST 8,000
GABE VARGAS


1027 SE 5TH STREET
OCALA,FL34471 		NONE I SCHOLARSHIP 750
GABRIEL LOEW


4364 COUNTY HIGHWAY B
COLFAX,WI54730 		NONE I SCHOLARSHIP 2,000
GABRIEL PRINCE


1537 7TH AVENUE
BLOOMER,WI54724 		NONE I SCHOLARSHIP 2,000
GRACE RODER


3906 26TH STREET
ELK MOUND,WI54739 		NONE I SCHOLARSHIP 2,000
GRACI WILLMARTH


29347 295TH STREET
HOLCOMBE,WI54745 		NONE I SCHOLARSHIP 2,000
GRACIE MCMANUS


35108 59TH AVENUE
STANLEY,WI54768 		NONE I SCHOLARSHIP 750
HAILEY SCHNEIDER


9321 COUNTY HIGHWAY H
STANLEY,WI54768 		NONE I SCHOLARSHIP 1,000
HANNAH HAUSE


11921 COUNTY HWY H
STANLEY,WI54768 		NONE I SCHOLARSHIP 2,000
HENRY DANIELSON


11543 270TH STREET
CADOTT,WI54727 		NONE I SCHOLARSHIP 2,000
HENRY HOEL


35892 156TH AVENUE
STANLEY,WI54768 		NONE I SCHOLARSHIP 1,500

HOPE VILLAGE

1825 KENNEDY ROAD
CHIPPEWA FALLS,WI54729 		N/A PC AID AND ASSIST 192,500
IAN PRINCE


4911 STATE HWY 40
BLOOMER,WI54724 		NONE I SCHOLARSHIP 2,000
IMARA MACKIE


442 N MAPLE STREET
CADOTT,WI54727 		NONE I SCHOLARSHIP 2,000
ISAAC LAGESSE


1608 6TH AVENUE
BLOOMER,WI54724 		NONE I SCHOLARSHIP 1,000
JACK PORTER


982 RUFLEDT ROAD
CORNELL,WI54732 		NONE I SCHOLARSHIP 2,000
JACK STRAND


1315 LARSON STREET
BLOOMER,WI54724 		NONE I SCHOLARSHIP 2,000
JACK WALDEN


1622 198TH STREET
CHIPPEWA FALLS,WI54729 		NONE I SCHOLARSHIP 1,500
JACKSON GEHWEILER


2037 46TH AVENUE
ELK MOUND,WI54739 		NONE I SCHOLARSHIP 750
JACKSON OMAR


22962 90TH STREET
BLOOMER,WI54724 		NONE I SCHOLARSHIP 2,000
JACOB SCHNEIDER


9321 COUNTY HIGHWAY H
STANLEY,WI54768 		NONE I SCHOLARSHIP 2,000
JADYN WAEGLI


8845 253RD STREET
CADOTT,WI54727 		NONE I SCHOLARSHIP 1,500
JAYCEY BOWE


3311 STATE HIGHWAY 40
COLFAX,WI54730 		NONE I SCHOLARSHIP 2,000
JESSICA HAZUGA


9728 COUNTY HIGHWAY H
STANLEY,WI54768 		NONE I SCHOLARSHIP 2,000
JILLIAN BOWE


3311 STATE HIGHWAY 40
COLFAX,WI54730 		NONE I SCHOLARSHIP 2,000

JIM FALLS COMMUNITY FOOD PANTRY

13883 CTY HWY S SOUTH
JIM FALLS,WI54748 		N/A PC AID AND ASSIST 16,000
JULIA LYONS


2958 1ST AVENUE
NEW AUBURN,WI54757 		NONE I SCHOLARSHIP 2,500
JUSTIN MCMANUS


35108 59TH AVENUE
STANLEY,WI54768 		NONE I SCHOLARSHIP 1,500
KARLY KIRKMAN


W7847 NORTH SHORE DRIVE
CONRATH,WI54731 		NONE I SCHOLARSHIP 2,000
KATIE RUF


1154 W SPRUCE STREET
CHIPPEWA FALLS,WI54729 		NONE I SCHOLARSHIP 2,500
KAYCEE SCHULTZ


7033 186TH VENUE
BLOOMER,WI54724 		NONE I SCHOLARSHIP 2,000
KAYDEN MCELROY-LYNCH


9901 145TH AVENUE
BLOOMER,WI54724 		NONE I SCHOLARSHIP 2,000
KAYTE LICHT


6756 COUNTY HIGHWAY D
BOYD,WI54726 		NONE I SCHOLARSHIP 2,000
KELCEY BENSON


16142 COUNTY HIGHWAY J
CHIPPEWA FALLS,WI54729 		NONE I SCHOLARSHIP 2,000
KENDALL BOWE


21763 COUNTY HWY Q
BLOOMER,WI54724 		NONE I SCHOLARSHIP 1,500
KYLE SEIBERLING


8020 223RD STREET
CADOTT,WI54727 		NONE I SCHOLARSHIP 2,000

LE PHILIPS CDC OUTREACH

21 E GRAND AVE
CHIPPEWA FALLS,WI54729 		N/A PC AID AND ASSIST 28,000

LAKE HOLCOMBE FOOD PANTRY

28530 250TH AVE
HOLCOMBE,WI54745 		N/A PC AID AND ASSIST 8,000
LAINEY THUR


21243 COUNTY HIGHWAY F
BLOOMER,WI54724 		NONE I SCHOLARSHIP 1,000
LANDON THIES


19287 67TH AVENUE
CHIPPEWA FALLS,WI54729 		NONE I SCHOLARSHIP 1,500
LEIF IVERSON


16134 105TH STREET
BLOOMER,WI54724 		NONE I SCHOLARSHIP 2,000
LEO BURMEISTER


10425 161ST STREET
CHIPPEWA FALLS,WI54729 		NONE I SCHOLARSHIP 750
LEVI LINDSAY


13388 300TH STREET
BOYD,WI54726 		NONE I SCHOLARSHIP 2,000

LITERACY CHIPPEWA VALLEY

221 W MADISON ST STE 6
EAU CLAIRE,WI54703 		N/A PC AID AND ASSIST 10,000
LUKA MILAS


516 E 8TH AVENUE
STANLEY,WI54768 		NONE I SCHOLARSHIP 2,000
MADELINE WAHL


20512 80TH AVENUE
CADOTT,WI54727 		NONE I SCHOLARSHIP 2,000
MADILYN OMAR


22962 90TH STREET
BLOOMER,WI54724 		NONE I SCHOLARSHIP 2,000
MALLORY GUSTAFSON


419 DODGE STREET
STANLEY,WI54768 		NONE I SCHOLARSHIP 2,000
MARISSA GUSTAFSON


419 DODGE STREET
STANLEY,WI54768 		NONE I SCHOLARSHIP 2,000
MARLEY STERLING


8298 COUNTY HIGHWAY S
CHIPPEWA FALLS,WI54729 		NONE I SCHOLARSHIP 1,000
MASON YARRINGTON


3569 30TH AVENUE
ELK MOUND,WI54739 		NONE I SCHOLARSHIP 1,500
MATTHEW DACHEL


10435 20TH STREET
COLFAX,WI54730 		NONE I SCHOLARSHIP 1,000
MEGAN BISCHEL


17234 130TH STREET
BLOOMER,WI54724 		NONE I SCHOLARSHIP 2,000
MEGAN OKERGLICKI


N2030 COUNTY ROAD H
STANLEY,WI54768 		NONE I SCHOLARSHIP 2,000

MOBILE MEALS OF CHIPPEWA FALLS

PO BOX 601
CHIPPEWA FALLS,WI54729 		N/A PC AID AND ASSIST 50,000
NICHOLAS SZCZECH


W11367 COUNTY ROAD X
STANLEY,WI54768 		NONE I SCHOLARSHIP 2,000
OLIVIA GOODMAN


25313 170TH AVENUE
CADOTT,WI54727 		NONE I SCHOLARSHIP 2,000

OPEN DOOR CLINIC

130 W CENTRAL ST
CHIPPEWA FALLS,WI54729 		N/A PC AID AND ASSIST 10,000
PETER WEIR


1188 250TH STREET
CADOTT,WI54727 		NONE I SCHOLARSHIP 2,000
QUINN PORTER


982 RUFLEDT ROAD
CORNELL,WI54732 		NONE I SCHOLARSHIP 2,000
RAEKWON COLE


11435 21ST AVENUE
CHIPPEWA FALLS,WI54729 		NONE I SCHOLARSHIP 2,000
SAMUEL SCHEIDLER


12822 COUNTY HIGHWAY EE
CADOTT,WI54727 		NONE I SCHOLARSHIP 2,000
SARA MALINOWSKI


19945 85TH STREET
BLOOMER,WI54724 		NONE I SCHOLARSHIP 2,000
SAVANNA SEIBEL


1916 17TH AVENUE
BLOOMER,WI54724 		NONE I SCHOLARSHIP 2,000

SPIRIT OF CHRISTMAS

PO BOX 831
CHIPPEWA FALLS,WI54729 		N/A PC AID AND ASSIST 5,000

ST FRANCESCA FOOD PANTRY

117 ALLEN STREET
CHIPPEWA FALLS,WI54729 		N/A PC AID AND ASSIST 15,000

STANLEY AREA FOOD PANTRY

147 E 4TH AVE
STANLEY,WI54768 		N/A PC AID AND ASSIST 16,000
TATE SAUERWEIN


27999 265TH STREET
HOLCOMBE,WI54745 		NONE I SCHOLARSHIP 2,000
TATUM JEFFREY


15703 40TH STREET
BLOOMER,WI54724 		NONE I SCHOLARSHIP 1,500
TAYLOR LINDSAY


13388 300TH STREET
BOYD,WI54726 		NONE I SCHOLARSHIP 2,000
TIANA PETERSON


17037 191ST AVENUE
BLOOMER,WI54724 		NONE I SCHOLARSHIP 1,500
TORI BLASKOWSKI


3686 25TH STREET
ELK MOUND,WI54739 		NONE I SCHOLARSHIP 2,000

VALLEY VINEYARD FOOD PANTRY

910 BRIDGEWATER AVE
CHIPPEWA FALLS,WI54729 		N/A PC AID AND ASSIST 30,000

VETERANS HOUSING & RECOVERY MEAL PROGRAM

2820 E PARK AVE
CHIPPEWA FALLS,WI54729 		N/A PC AID AND ASSIST 8,000
WESTON WALTERS


13146 39TH AVENUE
CHIPPEWA FALLS,WI54729 		NONE I SCHOLARSHIP 1,000
Total .................................right arrow 3a 1,007,147
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 ........... 		    14 136,068  
4 Dividends and interest from securities ....     14 1,214,790  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 50,000  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 516,662  
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 1,917,520 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,917,520
(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

TY 2024 InvestmentsCorpBondsSchedule
Name:
EDWARD AND HANNAH M RUTLEDGE CHARITIES
 
INC
EIN:
39-0806178
Name of Bond End of Year Book Value End of Year Fair Market Value
200M CD - CITIBANK NATL ASSN 200,000 193,358
237M CD - TRUIST BANK 237,000 237,152
AMERICAN PATHWAY FIXED ANNUITY II 4YR 394,000 398,015
AMERICAN PATHWAY FIXED ANNUITY II 7YR 394,000 398,156

TY 2024 InvestmentsCorpStockSchedule
Name:
EDWARD AND HANNAH M RUTLEDGE CHARITIES
 
INC
EIN:
39-0806178
Name of Stock End of Year Book Value End of Year Fair Market Value
3251 PFIZER INC. 118,820 76,366
5000 JOHNSON & JOHNSON 16,822 776,050
8000 MERCK 127,164 614,720
100 NW BANCSHARES 492,574 689,100
271 SPECTRUM 0 8,558
1316 AT&T INC. 24,642 36,585
815 JP MORGAN CHASE 98,733 215,160
2275 ENBRIDGE INC 98,801 105,742
172 INVESCO 90,514 89,287
3050 CSX CORP 99,962 96,349
AMERICAN FUNDS AMERICAN BALANCED 280,437 734,290
AMERICAN FUNDS AMCAP FUND 407,508 1,289,562
AMERICAN FUNDS BOND FUND OF AMERICA 513,550 453,820
AMERICAN FUNDS CAPITAL INCOME BUILDERS 208,200 315,792
AMERICAN FUNDS FUNDAMENTAL INV 384,726 1,432,830
AMERICAN FUNDS GROWTH FUND 570,429 1,659,940
AMERICAN FUNDS INCOME FUND 208,200 340,676
AMERICAN FUNDS NEW WORLD 200,000 363,687
VANGUARD SCOTTSDALE FUNDS 1,128,831 1,138,879
VANGUARD ADMIRAL FUND 755,317 814,276
FROST TOTAL RETURN BOND FUND 921,631 921,136
COHEN AND STEER REAL ASSETS FUNDS 606,300 644,440
ISHARES TR MSCI USA MOMENTUM FACTOR ETF 478,092 504,294
VARIANT ALTERNATIVE 1,134,000 1,055,716
PALMER SQUARE OPPORTUNISTIC 765,000 807,650
JP MORGAN INCOME FUND 431,000 400,906
VANGUARD BD INDEX FUND 242,140 239,567
VANGUARD WHITEHALL FUND INTL 527,891 650,522
SPDR SER TR S&P 500 GROWTH EFT 822,238 1,045,337
VERSUS CAPITAL REAL ASSETS FUND 639,623 652,533
PIMCO ETF TR MTG 575,552 572,917
ISHARES TR CORE S&P ETF 2,647,963 3,215,374
GLOBAL X FUNDS US PFD ETF 134,833 136,076
ISHARES TR MSCI USA QUALITY 2,069,575 2,285,313
SCHWAB STRATEGIC TR EMERGING MARKETS 299,932 360,583
SCHWAB STRATEGIC TR INTERNATIONAL EQUITY 1,131,580 1,350,757
VANGUARD INDEX FUNDS MID-CAP VALUE ETF 723,466 817,864
FRANKLIN TEMPLETON EFT TR US MID CAP 611,284 593,541
VICTORY MARKET NEUTRAL INCOME FUND 225,000 236,250

TY 2024 OtherExpensesSchedule
Name:
EDWARD AND HANNAH M RUTLEDGE CHARITIES
 
INC
EIN:
39-0806178
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE SUPPLIES 812 203   609
POSTAGE 650 163   487
TELEPHONE 1,173 293   880
ABSTRACT AND FILING FEES 25 5   20
MISCELLANEOUS OFFICE EXPENSE 305 76   229
LOAN CLOSET EQUIPMENT 338 85   253
OFFICE EQUIP & REPAIRS 551 138   413


TY 2024 OtherIncomeSchedule2
Name:
EDWARD AND HANNAH M RUTLEDGE CHARITIES
 
INC
EIN:
39-0806178
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FOUNDATION REIMBURSEMENT 50,000 50,000 50,000


TY 2024 OtherProfessionalFeesSchedule
Name:
EDWARD AND HANNAH M RUTLEDGE CHARITIES
 
INC
EIN:
39-0806178
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEEES/SERVICE 66,885 16,721   50,164


TY 2024 TaxesSchedule
Name:
EDWARD AND HANNAH M RUTLEDGE CHARITIES
 
INC
EIN:
39-0806178
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 40,121 0   0
UBIT TAX 18,144 0   0
PAYROLL TAXES 15,418 3,854   11,564
STATE UNEMPLOYMENT TAXES 67 17   50