2022-11-14T15:56:41-06:00 2021-12-31 390859910 BAKER TILLY US LLP PO BOX 7398 MADISON WI 537077398 990PF 2021-01-01 391918462 SUB-ZERO WOLF FOUNDATION INC C/O SUB-ZERO GROUP INC SUB- 6082712233 4717 HAMMERSLEY ROAD MADISON WI 537112708 JAMES J BAKKE PRESIDENT/DIRECTOR 6082712233 2022-11-05 1 JAMES BAKKE XXX-XX-XXXX BRIGID ELLIOTT-BOGER CPA P00089494 6082496622 2022-11-05 X 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 8094857 X X 187674 174966 144298 1877340 144298 331972 319264 0 0 0 22259 22259 0 4760 2760 0 27019 25019 0 246000 246000 273019 25019 246000 58953 294245 299727 236698 236698 1233797 1303337 1303337 4450545 4509774 4509774 1566296 2045048 2045048 7550365 8094857 8094857 0 0 X 0 0 0 0 7550365 8094857 7550365 8094857 7550365 8094857 7550365 58953 502875 8112193 17336 8094857 PUBLICLY TRADED SECURITIES-ST 490322 460939 29383 29383 PUBLICLY TRADED SECURITIES-LT 1355507 1272103 83404 83404 CAPITAL GAINS DIVIDENDS P 31511 31511 31511 144298 4090 0 4090 0 4090 2626 0 6200 0 8826 X 0 4736 4736 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A SANDRA S VAN SLYKE 6082712233 4717 HAMMERSLEY ROAD MADISON WI 537112708 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 JAMES J BAKKE 4717 HAMMERSLEY ROAD MADISON WI 537112708 PRESIDENT 1.00 0 0 0 DEBORAH A SCHWARTZ 4717 HAMMERSLEY ROAD MADISON WI 537112708 VICE PRESIDENT 1.00 0 0 0 SANDRA S VAN SLYKE 4717 HAMMERSLEY ROAD MADISON WI 537112708 TREASURER 1.00 0 0 0 BLAINE R RENFERT 4717 HAMMERSLEY ROAD MADISON WI 537112708 SECRETARY/GENERAL COUNSEL 1.00 0 0 0 THOMAS G RAGATZ 150 E GILMAN STREET STE 5000 MADISON WI 537031482 ASSISTANT SECRETARY 1.00 0 0 0 SUSAN A BAKKE 4717 HAMMERSLEY ROAD MADISON WI 537112708 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 7654415 188831 0 7843246 0 0 7843246 117649 7725597 386280 386280 4090 4090 382190 0 382190 0 382190 246000 0 246000 382190 0 0 146463 154401 300864 246000 0 0 0 246000 0 136190 136190 164674 0 0 0 0 0 0 10273 154401 154401 SANDRA S VAN SLYKE 4717 HAMMERSLEY ROAD MADISON WI 537112708 6082712233 SUBMIT LETTER OF APPLICATION INDICATING CHARITABLE PURPOSE FOR FUND USAGE. NONE PRINCIPAL AREA OF FOCUS: SUPPORT FOR SOCIAL SERVICES FOR PEOPLE IN NEED, ESPECIALLY CHILDREN, IN OR NEAR DANE COUNTY, WISCONSIN. AGRACE HOSPICECARE INC 5395 E CHERYL PARKWAY MADISON WI 53711 PC HEALTHCARE - PLEDGE PAYMENT 5 OF 5 'CARE FOR ALL' 25000 ALDO LEOPOLD NATURE CENTER 330 FEMRITE DRIVE MONONA WI 53719 PC ENVIRONMENT - ACCESS FOR ALL 1000 AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC 20006 PC HUMAN SERVICES - GREATEST NEED 20000 ARTS FOR ALL WISCONSIN 1709 ABERG AVENUE SUITE 1 MADISON WI 53704 PC ARTS SUPPORT FOR ALL CAPABILITIES 2500 BADGER BOYS STATE INC PO BOX 388 PORTAGE WI 53901 PC EDUCATION 4000 BIG BROTHERS AND BIG SISTERS OF DANE COUNTY 2059 ATWOOD AVENUE SUITE 2 MADISON WI 53704 PC YOUTH DEVELOPMENT/MENTORING 10000 BOYS AND GIRLS CLUB OF DANE COUNTY INC 1818 W BELTLINE HIGHWAY MADISON WI 53713 PC YOUTH DEVELOPMENT 2500 BRAILLE LIBRARY & TRANSCRIBING SERVICES INC 6501 WATTS ROAD SUITE 149 MADISON WI 53719 PC HUMAN SERVICES 500 BRIARPATCH YOUTH SERVICES INC 2720 RIMROCK ROAD MADISON WI 53713 PC YOUTH DEVELOPMENT 2500 BSP FREE CLINIC 2711 ALLEN BOULEVARD 300 MIDDLETON WI 53562 PC HEALTHCARE 3000 CARENET PREGNANCY CENTER OF DANE COUNTY 1350 MACARTHUR ROAD MADISON WI 53714 PC HUMAN SERVICES 1000 CATHOLIC CHARITIES MADISON 702 S HIGH POINT ROAD SUITE 201 MADISON WI 53719 PC HUMAN SERVICES 500 CATHOLIC MULTICULTURAL CENTER 1862 BELD STREET MADISON WI 53713 PC HUMAN SERVICES 2500 CENTRO HISPANO OF DANE COUNTY 810 W BADGER ROAD MADISON WI 53713 PC HUMAN SERVICES 5000 CLEAN LAKES ALLIANCE 150 E GILMAN STREET SUITE 2600 MADISON WI 53703 PC ENVIRONMENT - PROTECT, IMPROVE WATER QUALITY 2000 DANE COUNTY LIBRARY SERVICE 1874 S STOUGHTON ROAD MADISON WI 53716 PC BOOKMOBILE SUMMER READING PROGRAM 500 DISTRICT COUNCIL OF MADISON INC SOCIETY OF ST VINCENT DE PAUL 2033 FISH HATCHERY ROAD MADISON WI 53713 PC HUMAN SERVICES - HOUSING, FOOD PANTRY, CHARITABLE PHARMACY 5000 EASTER SEALS WISCONSIN INC 8001 EXCELSIOR DRIVE SUITE 200 MADISON WI 53717 PC YOUTH DEVELOPMENT - CAMPERSHIPS 2000 GLACIER'S EDGE COUNCIL - BOY SCOUTS OF AMERICA 5846 MANUFACTURERS DRIVE MADISON WI 53704 PC YOUTH DEVELOPMENT 500 GOODMAN COMMUNITY CENTER 149 WAUBESA STREET MADISON WI 53704 PC HUMAN SERVICES - GREATEST NEED 25000 HABITAT FOR HUMANITY OF DANE COUNTY 3101 LATHAM DRIVE MADISON WI 53716 PC HUMAN SERVICES - HOMEOWNERSHIP 1000 JDRF JUVENILE DIABETES RESEARCH 434 S YELLOWSTONE DRIVE SUITE 201 MADISON WI 53719 PC HEALTHCARE RESEARCH 10000 KAMMER FAMILY FOUNDATION 8313 GREENWAY BOULEVARD SUITE 150 MIDDLETON WI 53562 PF UNIVERSITY AVENUE LIGHTS 500 KEEP WISCONSIN WARMCOOL FUND PO BOX 68 MADISON WI 53701 PC UTILITIES FOR VULNERABLE HOUSEHOLDS 2000 LUSSIER COMMUNITY EDUCATION CENTER 55 S GAMMON ROAD MADISON WI 53717 PC COMMUNITY SUPPORT 500 MADISON COLLEGE FOUNDATION 3591 ANDERSON STREET SUITE 203A MADISON WI 53704 PC EDUCATION SUPPORT - SCHOLARSHIPS, EMERGENCY GRANTS 2500 MADISON YOUTH CHOIRS 1055 E MIFFLIN STREET MADISON WI 53703 PC ARTS SUPPORT 500 MAKE-A-WISH FOUNDATION 1702 E HIGHLAND AVENUE SUITE 400 PHOENIX AZ 85016 PC HUMAN SERVICES 3000 MARC FOUNDATION 805 FORWARD DRIVE MADISON WI 53711 PC HUMAN SERVICES 1000 ONE CITY SCHOOLS 2012 FISHER STREET MADISON WI 53713 PC EDUCATION 10000 OPERATION FRESH START 2670 MILWAUKEE STREET MADISON WI 53704 PC HUMAN SERVICES - YOUNG ADULTS 1000 PORCHLIGHT INC 306 N BROOKS STEET MADISON WI 53715 PC HUMAN SERVICES - HOMELESS SUPPORT 1000 PREGNANCY HELPLINE INC OF MADISON PO BOX 5261 MADISON WI 53705 PC HUMAN SERVICES 2500 RAWHIDE YOUTH SERVICES E7475 RAWHIDE ROAD NEW LONDON WI 54961 PC HUMAN SERVICES 1000 RAINBOW PROJECT INC 831 E WASHINGTON AVENUE MADISON WI 53703 PC HUMAN SERVICES - UNDERSERVED AND VULNERABLE CHILDREN, FAMILIES 1000 REAP FOOD GROUP 306 E WILSON STREET 2W MADISON WI 53703 PC COMMUNITY SUPPORT - LOCAL FOOD SYSTEMS 1000 RIVER FOOD PANTRY 2201 DARWIN ROAD MADISON WI 53704 PC COMMUNITY SUPPORT - FOOD INSECURITY 2500 ROAD HOME DANE COUNTY 890 W WINGRA DRIVE MADISON WI 53715 PC HUMAN SERVICES 3000 RSVP OF DANE COUNTY 6501 WATTS ROAD SUITE 250 MADISON WI 53719 PC HUMAN SERVICES 500 SALVATION ARMY OF DANE COUNTY 630 E WASHINGTON AVENUE MADISON WI 53703 PC HUMAN SERVICES 5000 SECOND HARVEST FOODBANK 2802 DAIRY DRIVE MADISON WI 53718 PC COMMUNITY SUPPORT - FOOD INSECURITY 10000 SPECIAL OLYMPICS WISCONSIN 2310 CROSSROADS DRIVE MADISON WI 53718 PC YOUTH SPORTS DEVELOPMENT 1000 UNITED WAY OF DANE COUNTY 2059 ATWOOD AVENUE MADISON WI 53704 PC HUMAN SERVICES 68000 WAGS INC 1337 GREENWAY BOULEVARD 157 MADISON WI 53713 PC HUMAN SERVICES - SERVICE DOG TRAINING 1000 WISCONSIN VETERANS MUSEUM FOUNDATION INC 30 W MIFFLIN STREET SUITE 200 MADISON WI 53703 PC ARTS, CULTURE, HUMANITIES - WISCONSIN VETERAN EXPERIENCE 500 YWCA MADISON INC 101 E MIFFLIN STREET MADISON WI 53703 PC HUMAN SERVICES 1000 246000 BIG BROTHERS AND BIG SISTERS OF DANE COUNTY 2059 ATWOOD AVENUE SUITE 2 MADISON WI 53704 PC YOUTH DEVELOPMENT (2022) 10000 GOODMAN COMMUNITY CENTER 149 WAUBESA STREET MADISON WI 53704 PC HUMAN SERVICES (2022) 25000 35000 14 187674 18 144298 0 331972 0 331972 0 0 0 0 0 0 0 0 0 0 KAMMER FAMILY FOUNDATION INC 8313 GREENWAY BLVD STE 200 MIDDLETON WI 535622564 2021-11-17 500 UNIVERSITY AVENUE HOLIDAY LIGHTS 500 NONE DECEMBER 9, 2021 2021-12-09 FUNDS WILL BE PROPERLY USED FOR HOLIDAY LIGHTS. EATON VANCE INCOME FUND OF BOSTON 472539 472539 PACIFIC FUNDS FLOATING RATE INCOME FUND 157393 157393 GS GOVERNMENT/CORPORATE FIXED INCOME 153642 153642 JOHN DEERE CAPITAL CORPORATION MTN 2.65% 55716 55716 MITUSUBISHI UFJ FINANCIAL GROUP 3.218% 40607 40607 HSBC HOLDINGS PLC 4.0% 35662 35662 NOVARTIS CAPITAL CORPORATON 2.4% 66415 66415 BANK OF NY MELLON CORP MTN 3.5% 67712 67712 CATERPILLAR FIN SERV CORP MTN 3.75% 15868 15868 ALPHABET INC. 3.375% 63936 63936 JPMORGAN CHASE HYBRID 3.559% 67613 67613 MORGAN STANLEY HYBRID 3.737% 67702 67702 LOWE'S COMPANIES INC 3.125% 52954 52954 TOYOTA MOTOR CREDIT CORP MTN 3.4% 26827 26827 AVALONBAY COMMUNITIES INC MTN 3.45% 15969 15969 S&P GLOBAL INC 4.0% 54206 54206 SIMON PROPERTY GROUP LP 3.3% 26847 26847 WELLS FARGO & COMPANY MTN 4.1% 54683 54683 ROPER TECHNOLOGIES, INC. 3.8% 54888 54888 SUMITOMO MITSUI FINANCIAL GROUP 3.446% 16320 16320 ENERGY TRANSFER PARTNERS, LP 4.95% 28199 28199 DIGITAL REALTY TRUST,INC. 4.45% 11485 11485 AT&T INC. 4.35% 39855 39855 BOSTON SCIENTIFIC CORP 4.0% 39366 39366 HOME DEPOT, INC. 2.95% 58718 58718 CONSTELLATION BRANDS, INC 3.15% 16032 16032 DUKE ENERGY CAROLINAS 2.45% 46052 46052 CANADIAN PACIFIC RAILWAY 2.05% 14898 14898 B.A.T. CAPITAL CORPORATION 4.906% 17035 17035 NETAPP INC 2.7% 15037 15037 EQUINIX, INC. 2.15% 14733 14733 FRANKLIN RESOURCES INC 1.6% 37933 37933 CITIGROUP INC. HYBRID 2.976% 10441 10441 AMEREN CORPORATION CORPORATION HYBRID MTN 2.496% 32882 32882 BANK OF AMERICA HYBRID 2.496% 40525 40525 COMCAST CORPORATION 4.25% 29787 29787 APPLE INC 0.7% 24571 24571 ISHARES S&P 500 INDEX FUND 2766682 2766682 ISHARES RUSSELL 2000 SMALL-CAP INDEX FUND 403713 403713 ISHARES MSCI EAFE INTERNATIONAL INDEX FUND 1126563 1126563 SSGA EMERGING MARKETS EQUITY INDEX FUND 212816 212816 1303337 1303337 0 0 TIMING DIFFERENCES, CHANGE IN ACCRUED INTEREST 17336 CHANGE IN UNREALIZED GAIN 502875 GS INVESTMENT FEES 17259 17259 0 BT INVESTING CONSULTING 5000 5000 0 DEPARTMENT OF TREASURY - 2020 EXCISE TAX EXTENSION PAYMENT 2000 0 0 FOREIGN TAX PAID ON INVESTMENT INCOME 2760 2760 0