2026-03-16T23:26:28-04:00 2025-04-30 263397213 EICHSTAEDT CPA & ACCOUNTING LLC 1200 HOSFORD ST STE 106 HUDSON WI 540169316 990PF 2024-05-01 396043312 WILLIAM H PHIPPS FOUNDATION WILL 6126556050 PO BOX 653 HUDSON WI 54016 ERIC G JOHNSON PRESIDENT 6123436561 2026-03-16 true false KAY EICHSTAEDT P00492467 7153865166 2026-03-16 2024 2025-03-06 01:10:19Z X 7401129 X X 186880 186880 186880 1107 1107 1107 248005 3819670 248005 1708 435992 435992 189695 1250 37271 33262 2200 40721 33262 0 310833 310833 351554 33262 310833 84438 402730 189695 101749 89682 89682 269819 340842 340842 3228844 2900753 3047238 1273167 1398310 1403972 1592552 1820982 2519395 6466131 6550569 7401129 0 X 6466131 6550569 6466131 6550569 6466131 6550569 6466131 84438 6550569 6550569 FMLMC P 2024-05-15 40000 40000 DWS RREEF REAL ASSETS IN ST P 2024-10-18 11000 11619 -619 -619 FNMA PL AL0399 P 2024-05-28 125000 125000 AMERICAN FUNDS EUROPACIFIC IC GROWTH P 2024-12-04 2204 2204 2204 PINAL CN AZ P 2024-08-01 25000 25000 AMERICAN FUNDS EUROPACIFIC IC GROWTH P 2024-12-04 719199 641856 77343 77343 FEDERAL NTNL MO 1.625 P 2024-10-15 65000 65000 ISHARES CORE US REIT ETF P 2024-12-04 37266 5141 32125 32125 ROGERS ARK SALE 3.728 P 2024-11-01 10000 10000 ISHARES RUSSELL 1000 GROWTH ETF P 2024-12-04 109004 64573 44431 44431 FHLMC P 2025-02-12 25000 25000 ISHARES RUSSELL 1000 VALUE ETF P 2024-12-04 81739 28831 52908 52908 FFCB P 2025-02-14 30000 30000 ISHARES RUSSELL 2000 GROWTH ETF P 2024-12-04 39971 15152 24819 24819 AMERICAN FUNDS EUROPACIFIC IC GROWTH P 2024-05-21 125609 112801 12808 12808 ISHARES RUSSELL 2000 VALUE ETF P 2024-12-04 25919 15648 10271 10271 DFA EMERGING MARKETS COR E EQUITY P 2024-05-21 188062 152935 35127 35127 BLACKROCK STRATEGIC INCOME OPPS INST P 2024-12-31 7992 8108 -116 -116 DFA INTERNATIONAL SMALL COMPANY P 2024-05-21 90558 73207 17351 17351 BLACKROCK STRATEGIC INCOME OPPS INST P 2024-12-31 480000 510463 -30463 -30463 DFA US SMALL CAP VALUE P 2024-05-21 74857 39299 35558 35558 DFA LARGE CAP INTERNATIONAL P 2024-12-31 735252 770676 -35424 -35424 DWS RREEF REAL ASSETS IN ST P 2024-05-21 6517 7330 -813 -813 DWS RREEF REAL ASSETS IN ST P 2024-12-31 8380 8356 24 24 HOTCHKIS & WILEY SM CP D IVERS VAL P 2024-05-21 81945 82349 -404 -404 DWS RREEF REAL ASSETS IN ST P 2024-12-31 260000 284071 -24071 -24071 ISHARES RUSSELL 2000 GROWTH ETF P 2024-05-22 8024 6609 1415 1415 FEDERATED HERMES INSTL HIGH YIELD P 2024-12-31 118003 132167 -14164 -14164 SCHWAB GOVERNMENT MONEY INV P 2024-06-04 135000 135000 JANUS HENDERSON DEVELOPED WORLD BOND P 2024-12-31 114768 145474 -30706 -30706 248005 1708 5598 5598 5598 X 117 5715 false false false false false false false true true WI true false false false false true N/A ERIC G JOHNSON 6126556050 3237 KNOLLWOOD WAY MADISON WI 53713 false false false false false false false false false false false false false false false false false false false false JIM LUTIGER 624 HICKORY RD HUDSON WI 54016 DIRECTOR 000.00 0 0 0 CHRISTINE CARFUL N8762 1225TH ST RIVER FALLS WI 54022 VICEPRES&SEC 000.00 0 0 0 ERIC G JOHNSON 3237 KNOLLWOOD WAY MADISON WI 53713 PRESIDENT 000.00 0 0 0 PAUL MCGINNIS 361 SOUTHERN PACIFIC RD HUDSON WI 54016 DIRECTOR 000.00 0 0 0 RYAN CARI 816 DOMINION DR STE 100 HUDSON WI 54016 DIRECTOR 000.00 0 0 0 NONE NONE N/A 2940360 366684 2803898 6110942 6110942 91664 6019278 300964 300964 5598 5598 295366 295366 295366 310833 310833 295366 67073 310833 67073 243760 51606 WILLIAM H PHIPPS FOUNDATION PO BOX 653 HUDSON WI 54016 6512163587 APPLICATIONS FOR GRANTS MAY BE SUBMITTED IN THE FORM OF A LETTER OUTLINING THE NATURE OF THE REQUEST AND A COPY OF THE APPLICANT'S INTERNAL REVENUE SERVICE EXEMPTION LETTER. NO SUBMISSION DEADLINES FOUNDATION AWARDS ARE LIMITED TO PROMOTING AND ADMINISTERING CHARITABLE, BENEVOLENT, EDUCATIONAL AND RELIGIOUS AIM AND THE PROMOTION OF CULTURAL ADVANTAGES WITHIN THE STATE OF WISCONSIN, AND PARTICULARLY ST CROIX COUNTY, WISCONSIN. THE AWARDS THAT ARE GIVEN TO MINNESOTA ORGANIZATIONS ARE FOR SPECIFIC ACTIVITIES WITHIN WISCONSIN AND PARTICULARLY ST CROIX COUNTY. THE FOUNDATION MAY MAKE GRANTS TO THE HUDSON WISCONSIN AREA SCHOOL DISTRICT FOR SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS. HUDSON SCHOOL DISTRICT HUDSON SCHOOL DISTRICT 1501 VINE ST 1501 VINE ST HUDSON WI 54016 PUBLIC CHAR EDUCATION 30000 NORTHERN STAR COUNCIL OF BSA NORTHERN STAR COUNCIL OF BSA 393 MARSHALL AVE 393 MARSHALL AVE ST PAUL MN 55102 PUBLIC CHAR OPERATING 6000 OPERATION HELP OPERATION HELP 502 CTY RD UU 502 CTY RD UU HUDSON WI 54016 PUBLIC CHAR COMMUNITY NEEDS 37500 PHIPPS CENTER FOR THE ART PHIPPS CENTER FOR THE ARTS 1ST AND LOCUST 1ST AND LOCUST HUDSON WI 54016 PUBLIC CHAR ANNUAL SUPPORT 108333 YOUTH ACTION HUDSON YOUTH ACTION HUDSON 911 4TH ST 218 911 4TH ST 218 HUDSON WI 54016 PUBLIC CHAR PROGRAM SUPPORT 15000 TURNINGPOINT TURNINGPOINT 117 N MAIN ST 117 N MAIN ST RIVER FALLS WI 54022 PUBLIC CHAR PROGRAM SUPPORT 18000 ST CROIX VALLEY SART ST CROIX VALLEY SART 1343 N MAIN ST 1343 N MAIN ST RIVER FALLS WI 54022 PUBLIC CHAR PROGRAM EXPENSES 15000 GIRL SCOUTS-MN & WI RIVER VALLEY GIRL SCOUTS OF THE MN & WI RIVER VALLEY 400 ROBERT ST S 400 ROBERT ST S ST PAUL MN 55107 PUBLIC CHAR PROGRAM EXPENSES 10000 MINNESOTA ORCHESTRA MINNESOTA ORCHESTRA 1111 NICOLLET MALL 1111NICOLLET MALL MINNEAPOLIS MN 55403 PUBLIC CHARI MUSIC APPRECIATION 13000 HUDSON BACKPACK PROGRAM HUDSON BACKPAC PROGRAM 1830 HANLEY ROAD STE 300 1830 HANLEY ROAD STE 300 HUDSON WI 54016 PUBLIC CHARI PROGRAM SUPPORT 5000 HUDSON SAFE INC HUDSON SAFE INC 1501 VINE STREET 1501 VINE STREET HUDSON WI 54016 PUBLIC CHARI PROGRAM SUPPORT 2000 BRIDGE FOR COMMUNITY LIFE BRIDGE FOR COMMUNITY LIFE PO BOX 1620 PO BOX 1620 HUDSON WI 54016 PUBLIC CHARI PROGRAM SERVICES 10000 YOUTH RESOURCE COMMITTEE YOUTH RESOURCE COMMITTEE 1901 VINE STREET 1901 VINE STREET HUDSON WI 54016 PUBLIC CHARI PROGRAM SUPPORT 1000 JUNIOR ACHIEVEMENT JUNIOR ACHIEVEMENT 1745 UNIVERSITY AVE W 1745 UNIVERSITY AVE W ST PAUL MN 55104 PUBLIC CHARI PROGRAM SUPPORT 30000 HAZELDEN BETTY FORD FOUNDATION HAZELDEN BETTY FORD FOUNDATION 900 CREST VIEW DRIVE 900 CREST VIEW DRIVE HUDSON WI 54016 PUBLIC CHARI PROGRAM SUPPORT 10000 310833 186880 1107 248005 435992 435992 false false false false false false false false false false ACCOUNTING 1250 BOND FUNDS FIXED INCOME 6638 1398310 1403972 CORPORATE EQUITY INVESTMENTS 2645534 3047238 STOCKS-ADD'L BASIS 255219 ETFS AT COST 1494492 2519395 ETFS ADD'L BASIS AT COST 286668 ADD'L BASIS AT COST 39822 SALE IN PROCESS AT COST EXPENSES ADMINSTRATION FEE MANAGEMENT FEES/SCHWAB 8191 24179 24179 MANAGEMENT FEES/SCWAB 6638 9083 9083 PROFESSIONAL FEES 4009 FOREIGN TAX INCOME TAX 2200