2024-11-14T15:17:13-06:00 2023-12-31 391774588 VOGEL CONSULTING GROUP SC 3415 GATEWAY ROAD BROOKFIELD WI 53045 990PF 2023-01-01 391868295 PLEASANT T ROWLAND FOUNDATION INC PLEA 6087292811 3415 GATEWAY ROAD 200 BROOKFIELD WI 530455111 RHONA E VOGEL SECRETARY 6087292811 2024-11-13 1 1 RHONA VOGEL P00365916 2627904960 2023 2024-10-15 13:58:12Z X 80224893 X X 462729 462729 795277 795277 996967 22456092 996967 55690 55690 2310663 2310663 0 0 0 294799 249201 0 24577 24577 0 1136910 1136910 0 1456286 1410688 0 3427843 3427843 4884129 1410688 3427843 -2573466 899975 2039945 6788394 6788394 52908765 54647945 54647945 6340800 6788554 6788554 12000000 12000000 12000000 73289510 80224893 80224893 290400 239200 290400 239200 X 72999110 79985693 72999110 79985693 73289510 80224893 72999110 -2573466 9560282 79985926 233 79985693 JANUS P 329998 329998 329998 SANDALWOOD P 31728 31728 31728 SECURITIES P 22066975 21459125 607850 607850 CAPITAL GAIN DISTRIBUTION P 27391 27391 27391 996967 12510 0 12510 0 12510 100058 0 0 0 100058 0 87548 87548 0 0 0 0 0 0 0 0 0 1 1 0 1 1 WI 1 0 0 0 0 1 N/A RHONA E VOGEL 2627904960 3415 GATEWAY ROAD BROOKFIELD WI 530455111 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PLEASANT T ROWLAND 3415 GATEWAY ROAD STE 200 BROOKFIELD WI 53045 PRESIDENT 0.00 0 0 0 RHONA E VOGEL 3415 GATEWAY ROAD STE 200 BROOKFIELD WI 53045 SECRETARY 0.00 0 0 0 WALTER JEROME FRAUTSCHI 3415 GATEWAY ROAD STE 200 BROOKFIELD WI 53045 DIRECTOR 0.00 0 0 0 BARBARA THIELE CARR 3415 GATEWAY ROAD STE 200 BROOKFIELD WI 53045 DIRECTOR 0.00 0 0 0 CATHARINE B WALLER 3415 GATEWAY ROAD STE 200 BROOKFIELD WI 53045 DIRECTOR 0.00 0 0 0 NONE 0 SANDALWOOD 101 EISENHOWER PARKWAY ROSELAND NJ 07068 MONEY MANAGEMENT 250627 VOGEL CONSULTING 3415 GATEWAY ROAD BROOKFIELD WI 53045 ADVISOR/ACCOUNTING SERVICES 227988 WCM 281 BROOKS ST LAGUNA BEACH CA 92651 INVESTMENT MANAGEMENT 51045 HARDMAN JOHNSTON 300 ATLANTIC ST STE 601 STAMFORD CT 06901 INVESTMENT MANAGEMENT 50427 0 0 60928297 2946612 0 63874909 0 0 63874909 958124 62916785 3145839 3145839 12510 4296 16806 3129033 0 3129033 0 3129033 3427843 0 3427843 3129033 0 0 628899 236176 865075 3427843 0 0 0 3129033 298810 0 0 1163885 0 0 0 0 0 0 0 1163885 628899 236176 298810 PLEASANT T ROWLAND GRANTS MANAGER PLEASANT T ROWLAND F 6120 UNIVERSITY AVENUE MIDDLETON WI 53562 6087292811 SCHOLARSHIPS MUST BE SUBMITTED ON ORGANIZATION'S SCHOLARSHIP APPLICATION, AND INCLUDE ALL REQUESTED INFORMATION. GRANT REQUEST MUST BE SUBMITTED ON ORGANIZATION'S APPLICATION FORM AFTER APPROVAL OF A PHONE INQUIRY, AND MUST INCLUDE THE REQUESTED AMOUNT, THE PURPOSE FOR THE REQUEST, & THE TIMEFRAME THE REQUEST COVERS. ALL REQUESTS MUST FIT INTO THE MISSION OF THE FOUNDATION TO SUPPORT THE CULTURAL ARTS, EDUCATION, OR HISTORIC PRESERVATION PRIMARILY IN DANE COUNTY, WISCONSIN. JUNE 30 AND NOVEMBER 30 THE MAJORITY OF THE AWARDS ARE LIMITED TO DANE COUNTY, WISCONSIN. AWARDS ARE BASED UPON THE SITUATION AND THE NEED OF THE APPLICANT AND THE CRITERIA LISTED IN THE APPLICATION. ANY REWARDS ARE SUBJECT TO FUNDING AVAILABILITY. REQUESTS MUST SUPPORT THE MISSION OF THE FOUNDATION TO SUPPORT THE CULTURAL ARTS, EDUCATION, OR HISTORIC PRESERVATION, PRIMARILY IN DANE COUNTY, WISCONSIN. 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MADISON 301 WISCONSIN AVE MADISON WI 53703 PUBLIC CHARITY SUPPORT 5000 CHAZEN MUSEUM OF ART 800 UNIVERSITY AVE MADISON WI 53706 PUBLIC CHARITY SUPPORT 20000 MERITER FOUNDATION 202 S PARK ST MADISON WI 53715 PUBLIC CHARITY SUPPORT 5000 3427843 0 14 462729 14 795277 14 55690 18 996967 0 2310663 0 2310663 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND INVESTMENT MANAGEMENT FEES 294799 249201 0 CORPORATE STOCK - DETAILS AVAILABLE UPON REQUEST 54647945 54647945 OTHER INVESTMENTS - DETAILS AVAILABLE UPON REQUEST FMV 6788554 6788554 STRADIVARIUS VIOLIN 12000000 12000000 12000000 NONDEDUCTIBLE EXPENSES 233 OTHER LOSS PASSTHROUGH ENTITIES 24180 24180 0 TRUST/CUSTODY FEES 314534 314534 0 INVESTMENT MANAGER FEES 315214 315214 0 INVESTMENT INTEREST 156169 156169 0 INSURANCE 13250 13250 0 ADMINISTRATIVE FEES 313563 313563 0 COMMISSION RECAPTURE 37 37 37 OTHER INCOME 55653 55653 55653 RETURN OF CAPITAL 3285 UNREALIZED GAINS (LOSSES) 9556980 NON-TAXABLE INTEREST 17 FOREIGN TAXES 24577 24577 0