2024-09-20T12:35:09-05:00 2023-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-01-01 237016862 IMMANUEL LUTHERAN CHURCH ENDOWMENT FOUNDATION INC IMMA 6082575401 1021 SPAIGHT ST MADISON WI 537033505 RONALD PERKINS PRESIDENT 6082575401 2024-09-19 1 1 MIKE HABLEWITZ CPA P01259157 6082744020 2024-09-12 2023 2024-08-08 14:25:15Z RONALD PERKINS 1021 SPAIGHT ST MADISON WI 537033505 278270 0 X N/A X 1969 WI SUPPORTING ORGANIZATION OF IMMANUEL LUTHERAN CHURCH IN MADISON, WISCONSIN. 6 6 0 7 0 0 194831 58209 0 0 58245 43669 0 0 253076 101878 74389 52601 0 0 0 0 0 0 0 6907 10081 81296 62682 171780 39196 1125819 1165015 0 0 1125819 1165015 X TO THE BENEFIT AND MAINTENANCE OF THE CHURCH, NOW KNOWN AS IMMANUEL LUTHERAN CHURCH IN MADISON, WI, AND OF ANY AND ALL THE INSTITUTIONS AND LINES OF WORK AND ACTIVITY OF WHATSOEVER CHARACTER NOW OR HEREAFTER CONDUCTED BY SAID IMMANUEL LUTHERAN CHURCH OR ANY OF ITS ORGANIZATIONS OR COMMITTEES. 0 0 52601 52601 0 DURING 2023, THE FOUNDATION PROVIDED $47,601 OF SUPPORT TO IMMANUEL LUTHERAN CHURCH FOR CONSTRUCTION COSTS AND OTHER CHURCH ACTIVITIES; $2,000 OF SUPPORT TO THE SALVATION ARMY; $2,000 OF SUPPORT TO THE MADISON AREA LUTHERAN COUNCIL'S JAIL MINISTRY; AND $1,000 OF SUPPORT TO VARIOUS NONPROFIT ORGANIZATIONS IN THE MADISON AREA. 52601 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 1 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X BARRY L BENSON CPA 6082225118 107B JEFFERSON ST CAMBRIDGE WI 53523 X RONALD PERKINS PRESIDENT 1.00 X X 0 0 0 LARRY BORCHERT VICE PRESIDENT 1.00 X X 0 0 0 JEFF FEDOROWICZ TREASURER 1.00 X X 0 0 0 FRANK IWEN TRUSTEE 1.00 X 0 0 0 ANGELIKA PAUL TRUSTEE 1.00 X 0 0 0 JUSTIN KIRCHEN TRUSTEE THROUGH JULY 1.00 X 0 0 0 BONNIE PERKINS SECRETARY 1.00 X 0 0 0 0 0 0 0 0 0 0 0 58209 58209 60014 60014 160047 176392 -16345 -16345 -16345 101878 0 0 43669 52601 52601 2765 2765 2270 2270 4792 4792 25 25 FOREIGN INVESTMENT TAXE 229 229 62682 52601 10081 0 14602 8071 9751 4395 4000 4000 1097466 1148549 1125819 1165015 0 0 X 532928 572124 592891 592891 1125819 1165015 1125819 1165015 39196 0 X 1 X 0 1 0 X X X 1 IMMANUEL LUTHERAN CHURCH 390829531 1 1 47601 0 1 47601 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 570491 570491 570491 570491 570491 570491 570491 570491 570491 570491 0.00000 1.00000 0.00000 0 0 0 PART V, LINE 4: INVESTMENT INCOME FROM THE ENDOWMENT FUNDS IS USED TO SUPPORT THE ACTIVITIES OF IMMANUEL LUTHERAN CHURCH IN MADISON, WISCONSIN, AND TO SUPPORT OTHER CHARITABLE CAUSES IN OUR AREA. 1 IMMANUEL LUTHERAN CHURCH 1021 SPAIGHT ST MADISON WI 537033505 390829531 501(C)(3) 47601 0 SUPPORT GENERAL EXPENSES AND CONSTRUCTION WORK 1 0 PART I, LINE 2: THE ORGANIZATION MAKES GRANTS TO THE IMMANUEL LUTHERAN CHURCH TO AID WITH UTILITIES AND OTHER EXPENSES. IF THE CHURCH HAS A SPECIFIC FUNDING NEED, THE CHURCH PROVIDES A WRITTEN REQUEST TO THE ORGANIZATION. THE REQUEST IS DISCUSSED AND VOTED UPON BY THE ORGANIZATION'S GOVERNING BODY. IN ADDITION, THE BOARD MAY OCCASIONALLY APPROVE A GRANT TO SUPPORT EXEMPT ORGANIZATIONS IN OUR COMMUNITY. FUNDS ARE NOT MONITORED ONCE THE GRANTS ARE DISBURSED. FORM 990, PART VI, SECTION A, LINE 2 RONALD PERKINS AND BONNIE PERKINS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 THE ARTICLES OF INCORPORATION AND BYLAWS WERE AMENDED DURING 2023. THE CHANGES INCLUDED THE FOLLOWING: PURPOSE AND MISSION STATEMENT WERE AMENDED, SEE FORM 990, PART III, LINE 1. DISSOLUTION OR LIQUIDATION OF IMMANUEL LUTHERAN CHURCH - THE FOUNDATION WOULD BECOME A STAND-ALONE FOUNDATION AND SUPPORT MISSOURI LUTHERAN CHURCHES AND OTHER CHARITABLE ORGANIZATIONS IN THE MADISON, WISCONSIN AREA. DISSOLUTION OR LIQUIDATION OF THE FOUNDATION - THE ASSETS AND PROPERTIES OF THE FOUNDATION WOULD BE ASSIGNED AND TURNED OVER TO A MADISON, WISCONSIN BASED FOUNDATION OF LONG STANDING. BOARD COMPOSITION - ALL MEMBERS SHALL BE MEMBERS OF GOOD STANDING OF THE SOUTH WISCONSIN DISTRICT OF THE LUTHERAN CHURCH MISSOURI SYNOD, WITH PREFERENCE FOR A MEMBER OF IMMANUEL LUTHERAN CHURCH'S CONGREGATION. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE PRESIDENT AND THE TREASURER BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE CHURCH'S OFFICE UPON REQUEST. THE FOUNDATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY. IMMANUEL LUTHERAN CHURCH 1021 SPAIGHT ST MADISON WI 537033505 390829531 CHURCH WI 501(C)(3) LINE 1 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0