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 07-01-2024 , and ending 06-30-2025
Name of foundation
EASTER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 5501
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DE PERE, WI541155501
A Employer identification number

20-0499778
B Telephone number (see instructions)

(920) 336-2848
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$92,208,658
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) 11,833,544
2 Check right arrow.............
3 Interest on savings and temporary cash investments 639,253 509,814  
4 Dividends and interest from securities... 1,224,532 1,376,419  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,875,473
b Gross sales price for all assets on line 6a 24,645,241
7 Capital gain net income (from Part IV, line 2)... 8,968,878
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........ 22,572,802 10,855,111  
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)......... 10,664 5,332   5,332
b Accounting fees (attach schedule)....... 10,100 5,050   5,050
c Other professional fees (attach schedule).... 548,190 548,190   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 241,184 52,996   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 200 18,832   200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 810,338 630,400   10,582
25 Contributions, gifts, grants paid....... 4,836,029 4,836,029
26 Total expenses and disbursements. Add lines 24 and 25 5,646,367 630,400   4,846,611
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 16,926,435
b Net investment income (if negative, enter -0-) 10,224,711
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............. 103,592 74,944 74,944
2 Savings and temporary cash investments.........      
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) 2,159,227 Click to see attachment
List of Attached Documents:
// Content
4,137,448
4,137,448
b Investments—corporate stock (attach schedule)....... 47,802,979 Click to see attachment
List of Attached Documents:
// Content
55,368,225
74,168,855
c Investments—corporate bonds (attach schedule)....... 12,707,395 Click to see attachment
List of Attached Documents:
// Content
7,142,583
7,107,881
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) Click to see attachment
List of Attached Documents:
// Content
1,033,698
Click to see attachment
List of Attached Documents:
// Content
6,719,530
Click to see attachment
List of Attached Documents:
// Content
6,719,530
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 63,806,891 73,442,730 92,208,658
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 63,806,891 73,442,730
29 Total net assets or fund balances (see instructions)..... 63,806,891 73,442,730
30 Total liabilities and net assets/fund balances (see instructions). 63,806,891 73,442,730
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
63,806,891
2
Enter amount from Part I, line 27a .....................
2
16,926,435
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
80,733,326
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
7,290,596
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
73,442,730
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 PROPERTY      
b CAPITAL GAIN DISTRIBUTIONS      
c CAPITAL GAIN FROM 46-4219438 P    
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 24,472,685   15,676,363 8,796,322
b 159,408     159,408
c 13,148     13,148
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       8,796,322
b       159,408
c       13,148
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 8,968,878
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) 1 142,123
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........................... 3 142,123
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- ..... 5 142,123
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 128,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 85,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 213,000
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
8 789
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 70,088
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow70,088 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
 
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 arrowBRUCE A BELL Telephone no.right arrow (920) 336-2848

Located atright arrow600 HERITAGE RDDE PEREWI ZIP+4right arrow54115
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
BRUCE A BELL PRESIDENT/TREASURER
3.00
0 0 0
PO BOX 5501
DEPERE,WI541155501
CAROL H BELL VICE PRESIDENT/SECRETARY
0.25
0 0 0
PO BOX 5501
DEPERE,WI541155501
KARL A SCHMIDT DIRECTOR
0.25
0 0 0
PO BOX 5501
DEPERE,WI541155501
KAREN B SCHMIDT DIRECTOR
0.25
0 0 0
PO BOX 5501
DEPERE,WI541155501
WARREN C PFOHL DIRECTOR
0.25
0 0 0
PO BOX 5501
DEPERE,WI541155501
BRENDA B PFOHL DIRECTOR
0.25
0 0 0
PO BOX 5501
DEPERE,WI541155501
PAUL KEPPELER DIRECTOR
0.25
0 0 0
PO BOX 5501
DEPERE,WI541155501
BETSY B KEPPELER DIRECTOR
0.25
0 0 0
PO BOX 5501
DEPERE,WI541155501
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
FISHER INVESTMENTS INVESTMENT MANAGEMENT FEES 272,414
6500 INTERNATIONAL PKWY STE 2050
PLANO,TX750938222
STIFEL NICOLAUS & COMPANY INVESTMENT MANAGEMENT FEES 119,959
501 NORTH BROADWAY 1 FINANCIAL
PLAZA
SAINT LOUIS,MO63102
GENEVA CAPITAL MANAGEMENT LTD INVESTMENT MANAGEMENT FEES 102,153
100 E WISCONSIN AVENUE STE 2550
MILWAUKEE,WI53202
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
81,599,312
b
Average of monthly cash balances.......................
1b
219,442
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
81,818,754
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
81,818,754
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,227,281
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
80,591,473
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,029,574
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
4,029,574
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
142,123
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
142,123
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,887,451
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,887,451
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,887,451
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
4,846,611
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
4,846,611
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 3,887,451
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......  
b From 2020......  
c From 2021...... 2,072,099
d From 2022...... 1,184,633
e From 2023...... 3,116,700
f Total of lines 3a through e ........ 6,373,432
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,846,611
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..... 3,887,451
e Remaining amount distributed out of corpus 959,160
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 7,332,592
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) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
7,332,592
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 2,072,099
c Excess from 2022.... 1,184,633
d Excess from 2023.... 3,116,700
e Excess from 2024.... 959,160
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).)
BRUCE A BELL
CAROL H BELL
KARL A SCHMIDT
KAREN B SCHMIDT
WARREN C PFOHL
BRENDA B PFOHL
PAUL KEPPELER
BETSY B KEPPELER
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

ADULT & TEEN CHALLENGE NORTHEASTERN WISCONSIN

999 N MILITARY AVE
HOWARD,WI54303
N/A PC FUND ADDICTION RESOURCES 40,000

ALZHEIMERS ASSOCIATION

2900 CURRY LANE
GREEN BAY,WI54311
N/A PC TO PROVIDE FUNDS FOR DISEASE RESEARCH/SUPPORT THE WALK TO END ALZHEIMERS 35,000

AMERICAN HEART ASSOCIATION

2149 VELP AVE
GREEN BAY,WI54303
N/A PC TO PROVIDE FUNDS FOR TREATMENT RESEARCH 15,000

AMERICAN INSTITUTE FOR CANCER RESEARCH

1759 R STREET NW
WASHINGTON,DC20009
N/A PC TO PROVIDE FUNDS FOR CANCER RESEARCH 20,000

ARTIS-NAPLES

5833 PELICAN BAY BLVD
NAPLES,FL34108
N/A PC TO SUPPORT THE ARTS 5,000

BATTEN DISEASE SUPPORT AND RESEARCH - BDSRA

120 HUMPHRIES DRIVE
REYNOLDSBURG,OH43068
N/A PC TO FUND RESEARCH FOR TREATMENT OF BATTEN DISEASE 15,000

BAY PRESBYTERIAN CHURCH

26911 S BAY DRIVE
BONITA SPRINGS,FL341344343
N/A PC TO PROVIDE FUNDS FOR PROMOTING THE CHARITY'S FAITH 35,000

BELLIN COLLEGE

3201 EATON RD
GREEN BAY,WI54311
N/A PC TO SUPPORT NURSING EDUCATION 25,000

BOYS & GIRLS CLUB OF GREATER GREEN BAY

1451 UNIVERSITY AVENUE
GREEN BAY,WI54302
N/A PC TO FUND PROGRAMS FOR GREEN BAY AREA YOUTH 10,000

CAMPUS CRUSADE FOR CHRIST

100 LAKE HART DRIVE
ORLANDO,FL32832
N/A PC TO SUPPORT THE RELIGIOUS MISSION WORK OF THE CHARITY 10,000

COMMUNITY CHURCH OF FISH CREEK

9420 COTTAGE ROW RD
FISH CREEK,WI54212
N/A PC MATCHING DONATION 411,133

COMMUNITY CHURCH OF FISH CREEK

9420 COTTAGE ROW RD
FISH CREEK,WI54212
N/A PC TO SUPPORT THE PROMOTION OF THE ORGANIZATION'S RELIGIOUS VALUES 10,000

COMPASSION INTERNATIONAL

12290 VOYAGER PARKWAY
COLORADO SPRINGS,CO80997
N/A PC TO PROVIDE FOOD, WATER, AND MEDICAL CARE TO CHILDREN IN POVERTY 5,000

CORAL RIDGE MINISTRIES - D JAMES KENNEDY MINISTRIES

PO BOX 40
FT LAUDERDALE,FL33302
N/A PC TO FUND MEDIA OUTREACH TO SUPPORT THE CHARITY'S RELIGIOUS VALUES 10,000

DAVID'S REFUGE INC

4440 BRICKYARD FALLS ROAD
MANLIUS,NY13104
N/A PC PROVIDE RESOURCES & SUPPORT TO PARENTS & GUARDIANS OF CHILDREN WITH SPECIAL NEEDS 450,000

DIABETES RESEARCH INSTITUTE FOUNDATION

200 S PARK ROAD SUITE 100
HOLLYWOOD,FL33021
N/A PC PROVIDE FUNDS FOR DIABETES RESEARCH 15,000

DOOR COUNTY BRIDGES INC

2622 SOUTH SHORE DRIVE
SISTER BAY,WI54234
N/A PC TO FUND SOCIAL PROGRAMS AND SERVICES FOR INTERNATIONAL STUDENTS IN DOOR COUNTY 3,000

ECUMENICAL PARTNERSHIP FOR HOUSING

PO BOX 524
GREEN BAY,WI54305
N/A PC TO PROVIDE HOUSING SOLUTIONS FOR FAMILIES WITH CHILDREN WHO ARE HOMELESS OR AT RISK OF BEING HOMELESS 5,000

EVANS SCHOLARSHIP FOUNDATION

1 BRIAR ROAD
GOLF,IL60029
N/A PC TO HELP PROVIDE SCHOLARSHIPS TO HIGH-ACHIEVING CADDIES WITH LIMITED FINANCIAL MEANS 3,000

FOCUS ON THE FAMILY

8605 EXPLORER DRIVE
COLORADO SPRINGS,CO80995
N/A PC TO SUPPORT RELIGIOUS OUTREACH OF THE CHARITY 3,000

FRIENDS OF BAY BEACH

1740 COFRIN DRIVE
GREEN BAY,WI54302
N/A PC STRATEGIC CAPITAL CAMPAIGN 500,000

GENERATE HOPE

4025 CAMINO DEL RIO SOUTH SUITE 300
SAN DIEGO,CA92108
N/A PC TO SUPPORT VICTIMS OF SEX TRAFFICKING 300,000

GIDEONS INTERNATIONAL

3437 N RICHMOND ST
APPLETON,WI54911
N/A PC TO SUPPORT THE MISSION OF PROMOTING THE CHARITY'S FAITH 5,000

GREEN BAY BOTANICAL GARDENS

2600 LARSEN ROAD
GREEN BAY,WI54303
N/A PC CHILDREN'S GARDEN CONSTRUCTION 10,000

HERITAGE FOUNDATION

214 MASSACHUSETTS AVE NE
WASHINGTON,DC200024999
N/A PC TO PROVIDE SUPPORT TO PROMOTE CONSERVATIVE PUBLIC POLICIES 5,000

HOPE HOSPICE

3240 UNIVERSITY AVE SUITE 2
MADISON,WI537053570
N/A PC TO PROVIDE FUNDS FOR END OF LIFE CARE 8,000

JESUS FILM PROJECT - A CRU MINISTRY

100 LAKE HART DRIVE
ORLANDO,FL32832
N/A PC THE ANIMATED STORY OF JESUS 100,000

JOSH MCDOWELL MINISTRY - A CRU MINISTRY

2001 WEST PLANO PARKWAY SUITE 2400
PLANO,TX75075
N/A PC TO SUPPORT THE PROMOTION OF THE CHARITY'S RELIGIOUS BELIEFS 5,000

LITERACY COUNCIL GULF COAST

PO BOX 2703
BONITA SPRINGS,FL34133
N/A PC TO PROVIDE FUNDS FOR PROGRAMS THAT HELP STUDENTS ACQUIRE ENGLISH SKILLS 5,000

MEDICAL COLLEGE OF WISCONSIN

8701 WATERTOWN PLANK RD
MILWAUKEE,WI53226
N/A PC TO SUPPORT MEDICAL SCHOOL CURRICULUM 75,000

MY BROTHER'S KEEPER INC

1039 W MASON STREET
GREEN BAY,WI543031842
N/A PC TO PROVIDE FUNDS FOR MALE MENTORING PROGRAMS 4,000

NEW HORIZONS OF SOUTHWEST FLORIDA

PO BOX 111833
NAPLES,FL34108
N/A PC TO PROVIDE FUNDS FOR TUTORING, MENTORING, AND FAITH BUILDING FOR AT-RISK YOUTH 13,000

OPTIONS FOR INDEPENDENT LIVING

555 COUNTRY CLUB ROAD
GREEN BAY,WI54313
N/A PC TO HELP PEOPLE WITH DISABILITIES IN NEWI 1,000

PENINSULA GOLF - PGA INC

PO BOX 275
FISH CREEK,WI54212
N/A PC TO PROVIDE FUNDS FOR ENHANCEMENT OF GOLF COURSE 5,000

PREGNANCY RESOURCE CENTER OF SOUTHWEST FLORIDA

10611 TAMAIMI TRL N STE A4
NAPLES,FL34108
N/A PC TO PROVIDE CASH FLOW FOR CONTINUED COST TO OPERATE THE PREGNANCY RESOURCE CENTER 25,000

PROVIDENCE ACADEMYMINISTRIES

3435 SHAWANO AVE
GREEN BAY,WI54313
N/A PC TO FUND EXPANSION 820,459

REFORMED THEOLOGICAL SEMINARY

5422 CLINTON BLVD
JACKSON,MS392093099
N/A PC TO PROVIDE FUNDS FOR RELIGIOUS EDUCATION 5,000

SALVATION ARMY

25221 BERNWOOD DRIVE
BONITA SPRINGS,FL34135
N/A PC TO SUPPORT INDIVIDUALS IN NEED 5,000

SALVATION ARMY

626 UNION COURT
GREEN BAY,WI54303
N/A PC TO SUPPORT INDIVIDUALS IN NEED 5,000

SIM USA INC

14830 CHOATE CIRCLE
CHARLOTTE,NC28273
N/A PC TO SUPPORT MISSION WORK 5,000

SPRING LAKE CHURCH

2240 KLONDIKE RD
GREEN BAY,WI54311
N/A PC CHURCH EXPANSION - LAWRENCE CAMPUS & CHILDREN'S BUILDING 1,174,485

SPRING LAKE CHURCH

2240 KLONDIKE RD
GREEN BAY,WI54311
N/A PC TO SUPPORT THE PROMOTION OF THE CHARITY'S FAITH 35,000

TAMING MUSTANGS

1215 WESTMONT DRIVE
SOUTHLAKE,TX76092
N/A PC TO PROVIDE FUNDS TO PRODUCE THE CHASING WILD DOCUSERIES, ACCOMPANYING BOOK, AND DISCIPLESHIP TRAINING CONTENT 346,452

THE JOSHUA FUND

PO BOX 3468
MCLEAN,VA22103
N/A PC SUPPORT CHARITY'S MISSION OF PROMOTING FAITH & PROVIDING AID TO THOSE IN NEED 7,000

THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH

PO BOX 4777
NEW YORK,NY101634777
N/A PC TO FUND RESEARCH FOR A CURE FOR PARKINSON'S DISEASE 10,000

THE PROVIDENCE FORUM

100 FRONT STREET SUITE 1415
WEST CONSHOHOCKEN,PA19428
N/A PC TO FUND THE CHARITY'S MISSION TO PRESERVE, DEFEND, AND ADVANCE THE JUDEO-CHRISTIAN VALUES OF OUR NATION'S FOUNDING 5,000

UNITY HOSPICE

916 WILLARD DRIVE
GREEN BAY,WI54304
N/A PC TO FUND HOSPICE CARE THROUGHOUT NORTHEAST WISCONSIN 8,000

UNIVERSITY OF WISCONSIN - GREEN BAY - PHOENIX FUND

2420 NICOLET DRIVE
GREEN BAY,WI54311
N/A PC TO PROVIDE FUNDING FOR THE UWGB ATHLETICS 50,000

VETERANS 1ST OF NEW

13427 VELP AVENUE
SUAMICO,WI54173
N/A PC AFFORTABLE HOUSING FOR VETERANS 50,000

WESTMINSTER THEOLOGICAL SEMINARY

2960 CHURCH ROAD
GLENSIDE,PA19038
N/A PC FIDELITY CAMPAIGN 100,000

WISCONSIN RIGHT TO LIFE

5317 N 118TH CT
MILWAUKEE,WI53225
N/A PC TO SUPPORT THE CHARITY'S MISSION TO PRESERVE AND PROTECT HUMAN LIFE 2,000

WOUNDED WARRIOR PROJECT

4899 BELFORT ROAD SUITE 300
JACKSONVILLE,FL32256
N/A PC TO SUPPORT VETERANS AND ACTIVE DUTY SERVICE MEMBERS 1,500

Y2 BELIEVE

4951 BONITA BAY BLVD UNIT 805
BONITA SPRINGS,FL341341720
N/A PC TO EDUCATE STUDENTS ABOUT CHRISTIAN BELIEFS 10,000

YOUNG LIFE - GREEN BAY

226 NORTH ADAMS STREET
GREEN BAY,WI54301
N/A PC TO SUPPORT FAITH BASED YOUTH PROGRAMS 10,000
Total .................................right arrow 3a 4,836,029
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 ...........
    14 639,253  
4 Dividends and interest from securities ....     14 1,224,532  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 8,875,473  
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 10,739,258 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
10,739,258
(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
EASTER FOUNDATION INC
 
Employer identification number

20-0499778
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
EASTER FOUNDATION INC
 
Employer identification number
20-0499778
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
BRUCE A AND CAROL H BELL
 
1625 TWIN LAKES CIRCLE
 
GREEN BAY, WI54311

$ 2,453,620


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
BRUCE A AND CAROL H BELL
 
1625 TWIN LAKES CIRCLE
 
GREEN BAY, WI54311

$ 338,755


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
BRUCE A AND CAROL H BELL
 
1625 TWIN LAKES CIRCLE
 
GREEN BAY, WI54311

$ 4,917,919


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
BRUCE A AND CAROL H BELL
 
1625 TWIN LAKES CIRCLE
 
GREEN BAY, WI54311

$ 3,494,700


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
BRUCE A AND CAROL H BELL
 
1625 TWIN LAKES CIRCLE
 
GREEN BAY, WI54311

$ 628,550


(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
EASTER FOUNDATION INC
 
Employer identification number

20-0499778
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
2213 SHS ORCL $ 338,755 2025-03-17
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
3
600 AMZN4235 AXP8473 APH6395 BSX1876 LNG1117 JPM980 MSFT456 ORLY1341 TSM2155 TRGP $ 4,917,919 2025-03-24
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
4
4750 SHS AAON800 SHS AXP9996 SHS NVO13700 SHS NVDA795 TRGP $ 3,494,700 2024-09-09
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
5
1049 SHS AXON $ 628,550 2024-12-30
(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
EASTER FOUNDATION INC
 
Employer identification number

20-0499778
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
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:
EASTER FOUNDATION INC
EIN:
20-0499778
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES - CLIFTONLARSONALLEN 10,100 5,050   5,050

TY 2024 InvestmentsCorpBondsSchedule
Name:
EASTER FOUNDATION INC
EIN:
20-0499778
Name of Bond End of Year Book Value End of Year Fair Market Value
MCDONALD'S CORP 608,787 597,480
WELLS FARGO & COMPANY 607,608 598,314
CSX CORP 346,693 342,482
UNITEDHEALTH GROUP INC 604,440 599,796
AON CORP/AAON GLOBAL HOLDINGS PLC 729,855 730,898
BOFA FINANCE LLC ZERO COUPON 03/15/2027 500,000 490,150
GENERAL DYNAMICS CORP 299,253 291,876
PEPSICO 399,102 392,032
ARCHER-DANIELS-MIDLAND C 347,141 343,756
1WS CREDIT INCOME FUND I 1,699,704 1,768,597
BOFA FINANCE LLC 0.000 03/17/2028 500,000 489,250
UBS AG LONDON 500,000 463,250

TY 2024 InvestmentsCorpStockSchedule
Name:
EASTER FOUNDATION INC
EIN:
20-0499778
Name of Stock End of Year Book Value End of Year Fair Market Value
RTX CORP 311,897 464,928
ROPER TECHNOLOGIES INC COM 324,187 443,836
ROLLINS INC 630,003 757,326
ROCHE HLDG LTD ADR 347,088 344,264
RIO TINTO PLC SPONS ADR 165,607 139,059
REPLIGEN INC COM 399,670 309,209
RECURRENT MLP INFRASTRUCTURE FD-I 1,664,238 2,000,407
REALTY INCOME CORP COM REIT 146,232 148,576
RAYMOND JAMES FINANCIAL 134,609 222,540
QUAKER CHEMICAL CORP COM 28,457 20,037
PROLOGIS INC REIT 140,877 124,567
PROCTER & GAMBLE CO 397,475 412,161
PRICESMART INC 25,652 32,352
PPL CORP COM 74,555 87,030
RBC BEARINGS INC COM 98,070 167,003
RYAN SPECIALTY HOLDINGS INC COM 336,542 469,063
SALESFORCE INC COM 49,184 93,260
SANOFI ADR 417,204 387,011
STRYKER CORP COM 169,036 278,919
STERIS PLC 397,486 463,144
STARBUCKS CORP COM 156,931 138,178
STANDEX INTERNATIONAL CORP COM 16,321 26,289
SS&C TECHNOLOGIES HLDGS INC 96,176 125,359
SOUTHERN CO COM 53,254 70,342
POWER INTEGRATIONS INC COM 31,708 25,323
SONY GROUP CORP ADR 339,419 464,922
SHOE CARNIVAL INC COM 26,230 22,115
SHELL PLC - ADR 212,078 256,152
SERVICENOW INC COM 78,341 193,279
SENSATA TECHNOLOGIES HOLDING 30,282 23,606
SCHWAB CHARLES CORP COM 204,763 230,107
SCHNEIDER ELECT SE UNSP ADR 128,555 151,399
POOL CORPORATION COM 403,973 409,529
PNC FINANCIAL SVCS GROUP INC COM 160,172 195,555
PHILIP MORRIS INTERNATIONAL INC COM 53,861 99,079
MICROSOFT CORP COM 785,176 1,888,666
META PLATFORMS INC 91,469 565,377
MERCK & CO INC NEW COM 187,150 136,788
MATERION CORP COM 26,840 25,557
MASTERCARD INC CL A COM 167,391 271,979
MARKETAXESS HOLDINGS INC COM 76,009 44,221
MONOLITHIC POWER SYSTEMS 340,038 435,902
LYONDELLBASEEL INDU 82,925 57,513
LITTLEFUSE INC COM 26,468 29,475
LILLY ELI & CO COM 226,292 483,309
LEMAITRE VASCULAR INC 20,658 37,539
DEUTSCHE BANK AG COM 142,161 180,277
LANDSTAR SYSTEM INC COM 28,273 23,772
LAKELAND FINANCIAL CORP COM 32,565 30,111
LULULEMON ATHLETICA INC COM 110,904 72,699
TAIWAN SEMICONDUCTOR MFG CO ADR 256,137 688,077
MORGAN STANLEY COM 237,688 361,588
NAPCO SECURITY TECHNOLOGIES 38,589 31,709
PFIZER INC COM 230,885 150,652
PERRIGO CO PLC 32,086 26,426
PEPSICO INC 479,145 364,298
O'REILLY AUTOMOTIVE INC NEW 472,076 1,327,615
ORACLE CORP COM 47,936 128,992
OLLIE'S BARGAIN OUTLET HOLDINGS INC COM 51,075 110,827
OLD DOMINION FREIGHT LINE 294,240 256,596
MURATA MANUFACTUR-UNSPON ADR 84,292 69,192
NVIDIA CORP COM 173,126 1,608,970
NORTHERN OIL AND GAS INC COM 27,978 25,288
NEXSTAR MEDIA GROUP INC COM 28,747 29,056
NEXPOINT RESIDENTIAL TRUST INC 25,035 19,192
NETFLIX INC COM 93,476 429,861
NESTLE S A SPONSORED ADR 268,400 227,380
NATIONAL GRID PLC ADR 184,683 222,858
NOVANTA INC 89,237 73,103
TC ENERGY CORP COM 96,048 126,903
TERRENO REALTY CORP REIT 23,942 24,334
TETRA TECH INC COM 22,238 25,891
ESQUIRE FINANCIAL HOLDINGS INC COM 10,816 12,684
DSV A/S UNSPONSERED ADR 144,956 182,353
DIAGEO PLC SPONS ADR NEW 100,173 79,059
DEUTSCHE TELEKOM AG SPON ADR 152,659 147,561
DATADOG INC CLASS A 168,156 193,704
CLE FINANCIERE RICH UNSP ADR 348,716 367,690
COMMONWEALTH BK AUS SP ADR 143,153 153,040
CLEAR SECURE INC CLASS A COM 24,706 26,816
CHENIERE ENERGY INC COM 140,784 456,844
CANADIAN PACIFIC KANSAS CITY LTD COM 124,789 121,838
BOSTON SCIENTIFIC CORP COM 175,869 686,887
BARCLAYS PLC ADR 137,708 176,995
BANK MONTREAL QUE COM 103,478 122,910
ATLAS COPCO AB SPONS ADR 144,678 148,319
ALEXANDRIA REAL ESTATE EQUITIES INC 119,704 74,083
FIRSTENERGY CORP COM 124,301 119,653
FORTUNE BRANDS INNOVATION INC COM 72,285 61,004
HSBC HLDGS PLC ADR SPONS NEW 125,884 127,841
HEALTHSTREAM INC COM 18,815 16,602
WILLSCOT HOLDINGS CORPORATION COM 17,008 16,659
WESCO INTL INC COM 23,532 28,150
WEC ENERGY GROUP INC COM 55,973 67,834
UNICREDIT SPA ADR 365,698 475,678
SUNCOR ENERGY INC COM NEW 141,953 143,434
SAP SE ADR 703,467 791,876
PATRICK INDUSTRIES INC COM 23,437 26,205
AIRBUS SE ADR 126,826 143,312
ONTO INNOVATION INC COM 68,617 37,546
NORDEA BANK ABP SPON ADR 149,109 173,243
NATWEST GROUP PLC SPONSORED ADR 147,049 174,243
MITSUBISHI UFJ FINL GROUP INC ADR 137,907 155,530
MUTSUBISHI CORP ADR 214,494 211,437
MATADOR RESOURCES CO COM 25,356 23,717
MSA SAFETY INC COM 23,427 22,784
HONG KONG EXCHANGES UNSPONSORED ADR 127,647 138,123
NOVARTIS AG SPONS ADR 152,628 163,727
SPOTIFY TECHNOLOGY SA 147,672 203,345
UBS GROUP AG 193,635 232,648
XCEL ENERGY CORP 145,380 173,315
UNION PAC CORP COM 196,556 209,603
UNILEVER PLC ADR 204,710 244,435
UNIFIRST CORP COM 24,732 25,221
UMH PROPERTIES INC REIT 27,909 29,853
ULTA BEAUTY INC COM 149,881 179,175
UFP INDUSTRIES INC COM 16,230 19,375
TYLER TECHNOLOGIES 504,265 776,028
UNITED PARCEL SERVICES INC COM 101,593 56,728
TRUIST FINANCIAL CORP COM 120,787 125,832
TREX COMPANY INC COM 102,457 61,232
TRAVEL AND LEISURE CO COM 20,310 29,263
TOYOTA MOTOR CORP ADR 181,911 214,636
TOTALENERGIES SE ADR 380,800 389,765
TOKYO ELECTRON LTD-UNSP ADR 164,659 210,026
THERMO FISHER SCIENTIFIC INC 230,170 166,644
THE COOPER COS INC COM 155,758 135,417
TRIMBLE NAVIGATION LTD 96,757 144,134
KULICKE & SOFFA INDUSTRIES COM 28,288 22,248
UNITEDHEALTH GROUP INC 187,277 122,604
US BANCORP DEL NEW COM 148,422 166,022
WYNDHAM HOTELS & RESORTS INC 19,277 20,952
WINMARK CORP 16,134 16,992
WINGSTOP INC COM 16,467 32,327
WILLIAMS COS INC COM 30,365 58,979
WATSCO INC COM 298,792 454,427
WALMART INC COM 353,334 656,202
VULCAN MATERIALS CO 228,384 249,083
UNIVERSAL DISPLAY CORP COM 20,940 28,884
VERTEX INC CLASS A 88,268 88,620
VERIZON COMMUNICATIONS COM 169,437 196,792
VERISK ANALYTICS INC. 417,783 639,510
VALMONT INDUSTRIES INC 22,769 31,351
UTZ BRANDS INC COM 32,160 24,862
US PHYSICAL THERAPY INC COM 31,492 29,481
VISA INC - CLASS A SHARES 239,242 393,040
KINSALE CAPITAL GROUP INC COM 87,575 143,234
MITSUBISHI HEAVY INDUSTRIES LTD ADR 371,341 488,993
KFORCE INC 20,699 14,560
CANADIAN NATURAL RESOURCES LTD 294,239 231,167
CANADIAN IMPERIAL BANK OF COMMERCE 35,942 60,914
CADENCE DESIGNS SYSTEMS INC COM 434,004 554,054
CABOT CORP 22,031 23,625
BWX TECHNOLOGIES INC 13,216 32,558
BURLINGTON STORES INC. COM 408,746 445,273
BRUNSWICK CORP 29,851 23,422
BROOKFIELD INFRASTRUCTURE CORP 30,902 32,490
BROADRIDGE FINL SOLUTIONS LLC COM 276,163 424,816
BROADCOM INC 95,030 496,997
BRITISH AMERICAN TOBACCO SP ADR 142,071 159,455
BP PLC ADR 252,053 227,169
CAPITAL ONE FINL CORP 133,767 299,566
CATERPILLAR INC 277,344 460,805
CERTARA INC 82,538 53,013
COPART INC COM 453,249 715,980
CONOCOPHILLIPS CO 142,608 103,291
CONCENTRIX CORP 36,935 27,485
KIMBERLY CLARK CORP 81,738 78,254
COHEN & STERS INC 24,914 29,462
COGNEX CORP COM 79,236 59,190
BOEING CO 153,211 152,538
COCA COLA CO 55,554 64,666
CITIGROUP INC 265,266 461,010
CHURCH & DWIGHT INC COM 328,015 417,406
CHEVRON CORP 671,409 604,119
CHESAPEAKE UTILITIES CORP 23,647 24,645
CHEMED CORP 30,201 28,729
CHARLES RIVER LABORATORIES COM 55,091 35,505
COSTAR GROUP INC COM 331,821 490,762
BNP PARIBAS ADR 148,122 238,976
BLACKLINE INC COM 64,225 60,357
AMERICAN ELEC PWR INC 108,546 122,437
AMCOR PLC 70,993 55,471
AMAZON.COM INC 361,593 863,958
ALPHABET INC 538,422 980,191
ALIGN TECHNOLOGY INC COM 147,647 106,025
AIR LEASE CORP 24,636 39,013
ADVANCED DRAINAGE SYSTEMS INC 377,448 423,029
ADOBE INC 276,505 261,918
ABBVIE INC 166,820 179,123
ABBOTT LABS 161,512 209,183
ABB LTD ADR 199,729 384,128
AAON INC COM 81,348 109,371
AMGEN INC 167,458 173,110
AMPHENOL CORP CL A COM 373,100 910,771
ANHEUSER BUSCH INBEV SPN ADR 97,452 114,762
BIO-TECHNE CORP COM 95,738 59,476
BHP GROUP LIMITED ADR 191,807 152,205
BENTLEY SYSTEMS INC 121,672 128,341
BANK OF AMERICA CORP 290,254 387,645
BANCO SANTANDER SA 93,564 264,363
BALCHEM CORP COM 88,863 110,166
BLACKROCK INC 181,592 263,362
AXON ENTERPRISE INC 394,793 1,121,031
ATLAS ENERGY SOLUTIONS 27,404 17,595
AT&T INC 45,508 71,858
ASTRAZENECA PLC SPONS ADR 299,354 296,012
ASML HOLDING NV 247,609 338,988
ARTISAN INTL VALUE FUND ADV 3,036,381 3,726,887
ARTISAN INTERNATIONAL EXPLORER FUND ADVISOR 941,505 1,190,085
APPLE INC 1,035,915 1,434,549
AUDAX SENIOR LOAN FUND I OFFSHORE LP 1,000,000 989,262
COSTCO WHOLESALE CORP 170,285 334,600
CREDIT AGRICOLE SA UNSP ADR 315,087 436,110
FREEPORT-MCMORAN INC 417,372 457,169
IRADIMED CORP 13,931 17,817
FRESHPET INC 153,436 92,901
GARTNER INC COM 434,739 534,379
INVESCO S&P 500 EQUAL WEIGHT ETF 2,104,814 2,587,978
INTUITIVE SURGICAL INC 90,073 181,499
INTUIT INC COM 327,258 618,290
CRA INTERNATIONAL 18,331 31,478
INTESA SANPAOLO SPON ADR 97,879 250,218
GENERAC HOLDINGS INC COM 73,964 54,706
GILEAD SCIENCES INC 74,729 115,527
GLOBAL PAYMENTS INC COM 102,529 79,640
GLOBUS MEDICAL INC COM 77,232 69,644
J & J SNACK FOODS CORP COM 58,601 42,869
GOLDMAN SACHS GRP INC 430,348 796,927
INTERCONTINENTAL EXCHANGE INC 277,926 475,187
HAMILTON LANE INC 15,663 33,540
HEALTHEQUITY INC 194,446 243,462
HEICO CORP CL A COM 433,519 743,648
HEXCEL CORP 29,754 24,856
HOME BANCSHARES INC 27,675 35,575
HOME DEPOT INC 519,202 581,858
HUBSPOT INC COM 451,278 452,540
HUNTINGTON BANKSHARES INC 100,631 124,946
IDEX CORP 310,535 330,774
ING GROEP NV ADR 141,742 257,519
GSK PLC-SPON ADR 238,501 255,245
IDEXX LABORATORIES 296,735 423,709
FIRSTSERVICE CORP 22,023 24,971
DUKE ENERGY CORP 118,756 140,656
KENVUE INC 86,758 88,471
DEXCOM INC 297,971 245,721
DEUTSCHE POST AG-SPON ADR 77,367 90,535
ENBRIDGE INC 181,634 214,454
DESCARTES SYSTEMS GRP INC 78,882 98,697
DANAHER GROUP 94,881 80,004
CUMMINS INC 152,537 196,173
KERING-UNSPONSORED ADR 150,216 105,184
KEYSIGHT TECHNOLOGIES INC COM 567,429 667,402
CSX CORP 100,769 102,523
CROWN CASTLE INC 134,010 101,395
DEERE & CO 259,981 302,043
ENCOMPASS HEALTH CORP 24,810 53,957
ENDEAVOR REGIONAL BANK OPPTYS FD II LP 900,000 997,612
ENSIGN GROUP INC 36,332 58,773
FEDERAL AGRICULTURAL MORGAGE CORP 21,888 36,913
FANUC CORP UNSP ADR 85,830 79,332
FAIR ISAAC CORP COM 47,673 116,989
JOHNSON & JOHNSON 327,193 296,030
EXXON MOBIL CORP 639,968 647,447
JOHNSON CONTROLS INTERNATIONAL PLC 258,663 411,496
EXPONENT INC COM 141,511 120,208
EXLSERVICE HOLDINGS INC 88,044 165,395
JPMORGAN CHASE & CO 223,699 466,175
EPAM SYSTEMS INC COM 276,596 255,505
FISERV INC 361,599 556,022
ILLINOIS TOOL WORKS INC 162,796 179,009

TY 2024 InvestmentsGovtObligationsSch
Name:
EASTER FOUNDATION INC
EIN:
20-0499778
US Government Securities - End of Year Book Value:

4,137,448
US Government Securities - End of Year Fair Market Value:

4,137,448
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 LegalFeesSchedule
Name:
EASTER FOUNDATION INC
EIN:
20-0499778
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 10,664 5,332   5,332


TY 2024 OtherAssetsSchedule
Name:
EASTER FOUNDATION INC
EIN:
20-0499778
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
NOTE RECEIVABLE - PROVIDENCE ACADEMY 1,033,698 6,719,530 6,719,530


TY 2024 OtherDecreasesSchedule
Name:
EASTER FOUNDATION INC
EIN:
20-0499778
Description Amount
ADJUSTMENT TO DONATED SECURITIES TO TAX BASIS 7,290,596


TY 2024 OtherExpensesSchedule
Name:
EASTER FOUNDATION INC
EIN:
20-0499778
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PO BOX RENEWAL FEE 200 0   200
EXPENSES FROM 46-4219438 0 18,832   0


TY 2024 OtherProfessionalFeesSchedule
Name:
EASTER FOUNDATION INC
EIN:
20-0499778
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 494,526 494,526   0
INVESTMENT CUSTODIAN FEES 53,664 53,664   0


TY 2024 TaxesSchedule
Name:
EASTER FOUNDATION INC
EIN:
20-0499778
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 188,188 0   0
FOREIGN TAX WITHHELD 52,996 52,996   0