EVJUE FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EVJUE FOUNDATION INC (EIN 39-6073981)
- Tax period
- 2020-03-01 to 2021-02-28
- Filed
- 2021-09-07
- IRS object ID
- 202102509349301140
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-07T16:43:36-05:00 | ReturnTs |
| Tax Period End | 2021-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391203191 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SVA CERTIFIED PUBLIC ACCTS SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 JOHN Q HAMMONS DRIVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396073981 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EVJUE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVJU | BusinessNameControlTxt |
| Phone | 6082526401 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 FISH HATCHERY ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAYTON FRINK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6082526401 | PhoneNum |
| Signature | 2021-09-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLAYTON | PersonFirstNm |
| Person Last | FRINK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS BERRY | PreparerPersonNm |
| PTIN | P00540951 | PTIN |
| Phone | 6088318181 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CLAYTON FRINK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 FISH HATCHERY ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,678,742 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | THE EVJUE FOUNDATION, INC. IS A PUBLIC CHARITY ORGANIZED TO MAKE CONTRIBUTIONS TO RELIGIOUS, CHARITABLE, EDUCATIONAL, CIVIC AND CULTURAL ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,568,497 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,558,496 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,368,795 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,345,199 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,937,292 | PYTotalRevenueAmt |
| CY Total Revenue | $2,903,695 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,760,152 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,685,808 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $109,836 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $109,836 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $117,943 | PYOtherExpensesAmt |
| CY Other Expenses | $129,968 | CYOtherExpensesAmt |
| PY Total Expenses | $2,987,931 | PYTotalExpensesAmt |
| CY Total Expenses | $1,925,612 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$50,639 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $978,083 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,524,999 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,740,173 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $375,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,149,999 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,740,173 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE EVJUE FOUNDATION IS A PUBLIC CHARITY ORGANIZED UNDER CHAPTER 181 OF THE WISCONSIN STATUTES TO MAKE CONTRIBUTIONS TO RELIGIOUS, CHARITABLE, EDUCATIONAL, CIVIC AND CULTURAL ORGANIZATIONS IN SUPPORT OF ACTIVITIES WHICH BENEFIT OR CARRY OUT THE PURPOSES OF THE MADISON COMMUNITY FOUNDATION AND THE UNIVERSITY OF WISCONSIN FOUNDATION. THE FOUNDATION IS THE CHARITABLE ARM OF THE CAPITAL TIMES COMPANY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,685,808 | ExpenseAmt |
| Grant | $1,685,808 | GrantAmt |
| Desc | CONTRIBUTIONS TO RELIGIOUS, CHARITABLE, EDUCATIONAL, CIVIC AND CULTURAL ORGANIZATIONS. | Desc |
| Total Program Service Expenses | $1,685,808 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAYTON FRINK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082526401 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 FISH HATCHERY ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| NANCY BROOKE GAGE | |||||||
| VICE-PRESIDENT | 2.00 | Yes (X) | Yes (X) | $12,000 | $0 | $0 | |
| JAMES D LUSSIER | |||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $12,000 | $0 | $0 | |
| LAURA J LUSSIER-LEE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $12,000 | $0 | $0 | ||
| MARION F BROWN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLAYTON FRINK | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $12,000 | $0 | $0 | |
| DAVE ZWEIFEL | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $12,000 | $0 | $0 | |
| VINCENT SWEENEY | |||||||
| DIRECTOR (ENDED 6/2020) | 1.00 | Yes (X) | $0 | $0 | $0 | 40.00 | |
| BOB SORGE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $197,933 | $29,091 | 40.00 | |
| JIM BRADLEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 0.50 | |
| PAUL FANLUND | |||||||
| DIRECTOR | 1.00 | Yes (X) | $12,000 | $0 | $0 | ||
| ANNE LUCKE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $211,936 | $29,079 | 40.00 | |
| TOM LINFIELD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $125,433 | $10,824 | 40.00 | |
| DAWN LUSSIER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $12,000 | $0 | $0 | ||
| BRENDA GONZALEZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 0.50 | |
| THERESE GULBRANSEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC SALISBURY | |||||||
| DIRECTOR (STARTED 6/2020) | 1.00 | Yes (X) | $0 | $154,029 | $30,909 | ||
| PAM WELLS | |||||||
| EXECUTIVE DIRECTOR | 4.00 | Yes (X) | $24,000 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $108,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $689,331 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $99,903 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,558,496 | AllOtherContributionsAmt |
| Noncash Contributions | $1,371,954 | NoncashContributionsAmt |
| Total Contributions | $1,558,496 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $565,444 | TotalRevenueColumnAmt |
| Exclusion | $565,444 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,554,802 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,775,047 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $779,755 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $779,755 | TotalRevenueColumnAmt |
| Exclusion | $779,755 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,903,695 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,345,199 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,685,808 | TotalAmt |
| Program Services | $1,685,808 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,000 | TotalAmt |
| Management And General | $108,000 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,836 | TotalAmt |
| Management And General | $1,836 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,489 | TotalAmt |
| Management And General | $24,489 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,950 | TotalAmt |
| Management And General | $11,950 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,797 | TotalAmt |
| Management And General | $90,797 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| OTHER ADMINISTRATIVE EX | $2,679 | $2,679 |
| FOREIGN DIVIDEND TAX | $53 | $53 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,925,612 | TotalAmt |
| Program Services | $1,685,808 | ProgramServicesAmt |
| Management And General | $239,804 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $406,021 | BOYAmt |
| EOY | $826,595 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,568,497 | BOYAmt |
| EOY | $1,558,496 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,026,497 | BOYAmt |
| EOY | $20,010,768 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,517,984 | BOYAmt |
| EOY | $5,344,314 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,524,999 | BOYAmt |
| EOY | $27,740,173 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,000 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,149,999 | BOYAmt |
| EOY | $27,740,173 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,149,999 | BOYAmt |
| EOY | $27,740,173 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,524,999 | BOYAmt |
| EOY | $27,740,173 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $978,083 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,612,091 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| UW FOUNDATION | ||||
| 390743975 | 5 | Yes (1) | $180,500 | $0 |
| MADISON COMMUNITY FOUNDATION | ||||
| 396038248 | 6 | Yes (1) | $373,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $553,500 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | Yes (1) | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART IV, SECTION A, LINE6 | SUPPORT PROVIDED TO ORGANIZATIONS OTHER THAN SUPPORTED ORGANIZATIONS: THE BOARD APPROVES GRANTS TO VARIOUS RELIGIOUS, CHARITABLE, EDUCATIONAL, CIVIC, AND CULTURAL ORGANIZATIONS IN ADDITION TO THE SUPPORTED ORGANIZATIONS. |
| SCHEDULE A, PART IV, SECTION B, LINE 1 | POWER TO APPOINT OR ELECT AT LEAST MAJORITY OF DIRECTORS: THE UNIVERSITY OF WISCONSIN FOUNDATION AND THE MADISON COMMUNITY FOUNDATION MAY EACH ELECT FOUR MEMBERS TO THE GOVERNING BODY. THE BOARD CONSISTS OF 15 MEMBERS. THEREFORE, OVER HALF THE BOARD IS APPOINTED BY THE SUPPORTED ORGANIZATIONS. |
| SCHEDULE A, PART IV, SECTION B, LINE 2 | OPERATION FOR THE BENEFIT OF ORGANIZATIONS OTHER THAN SUPPORTED ORGANIZATIONS: THE BOARD APPROVES GRANTS TO VARIOUS RELIGIOUS, CHARITABLE, EDUCATIONAL, CIVIC, AND CULTURAL ORGANIZATIONS OTHER THAN THE SUPPORTED ORGANIZATIONS. THESE GRANTS CARRIED OUT THE PURPOSE OF THE MADISON COMMUNITY FOUNDATION WITH A MISSION TO GRANT FUNDS TO CHARITABLE ENTITIES, AND THE MISSION OF THE UNIVERSITY OF WISCONSIN FOUNDATION TO DISBURSE PAYMENTS TO AND ON BEHALF OF UW-MADISON FOR ADVANCEMENT OF SCIENTIFIC, LITERARY, EDUCATIONAL, AND ATHLETIC PURPOSES. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $3,602,417 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CPG CARLYLE PRIVATE | $755,640 | F |
| LS REAL ESTATE RECOVERY | $11,841 | F |
| PMF TEI FUND, LP | $142,615 | F |
| PARTNERS GROUP PRIVATE | $831,801 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,344,314 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $6,424,989 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,612,091 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,612,091 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,812,898 | RevenueSubtotalAmt |
| Other Revenues Not Included | $90,797 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $90,797 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,903,695 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,834,815 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,834,815 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $90,797 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $90,797 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,925,612 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES NETTED WITH INVESTMENT RETURN 90,797. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES NETTED WITH INVESTMENT RETURN 90,797. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (42 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ABC FOR HEALTH INCORPORATED | |||||||
| 32 N BASSETT ST | MADISON | WI | 53703 | 391783748 | 501(C)(3) | $10,500 | SUPPORT SERVICE TO IMMIGRANT FAMILIES |
| ACCESS COMMUNITY HEALTH CENTERS INC | |||||||
| 2901 W BELTLINE HWY NO 120 | MADISON | WI | 53713 | 391391134 | 501(C)(3) | $30,000 | SUPPORT COVID-19 RELIEF EFFORTS |
| AGRACE HOSPICECARE | |||||||
| 5395 E CHERYL PARKWAY | MADISON | WI | 53711 | 391319537 | 501(C)(3) | $15,000 | SUPPORT OPERATIONS |
| BOYS & GIRLS CLUB OF DANE COUNTY INC | |||||||
| 2001 TAFT STREET | MADISON | WI | 53713 | 391925617 | 501(C)(3) | $25,000 | SUPPORT COVID-19 RELIEF EFFORTS |
| CENTRO HISPANO INC | |||||||
| 810 W BADGER RD | MADISON | WI | 537132527 | 930844812 | 501(C)(3) | $50,000 | SUPPORT COVID-19 RELIEF EFFORTS AND OPERATIONS |
| DANE COUNTY CULTURAL AFFAIRS COMMISSION | |||||||
| 210 MARTIN LUTHER KIND JR BOULEVARD | MADISON | WI | 53703 | 396005684 | 170(B)(1)(A)(V) | $10,000 | SUPPORT ARTS PROJECTS IN DANE COUNTY |
| DOMESTIC ABUSE INTERVENTION SERVICES INC | |||||||
| 2102 FORDEM AVENUE | MADISON | WI | 53704 | 391268238 | 501(C)(3) | $25,000 | SUPPORT COVID-19 RELIEF EFFORTS |
| LITERACY NETWORK INC | |||||||
| 701 DANE ST | MADISON | WI | 53713 | 510180488 | 501(C)(3) | $20,000 | SUPPORT OPERATING EXPENSES |
| LUSSIER COMMUNITY EDUCATION CENTER | |||||||
| 55 S GAMMON ROAD | MADISON | WI | 53717 | 391938173 | 501(C)(3) | $27,500 | SUPPORT COVID-19 RELIEF EFFORTS |
| MIDDLETON OUTREACH MINISTRY INC | |||||||
| 3502 PARMENTER STREET | MIDDLETON | WI | 53562 | 391484945 | 501(C)(3) | $30,000 | SUPPORT COVID-19 RELIEF EFFORTS |
| SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN | |||||||
| 2802 DAIRY DRIVE | MADISON | WI | 53718 | 391490691 | 501(C)(3) | $137,500 | SUPPORT COVID-19 RELIEF EFFORTS |
| SIMPSON STREET FREE PRESS INC | |||||||
| 2411 W BROADWAY | MONONA | WI | 53713 | 391882258 | 501(C)(3) | $20,000 | SUPPORT NEWSROOM FOR YOUNG JOURNALISTS |
| THE YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF MADISON WISCONSIN INC | |||||||
| 101 E MIFFLIN ST | MADISON | WI | 53703 | 390806303 | 501(C)(3) | $125,000 | SUPPORT COVID-19 RELIEF EFFORTS AND WORK ON RACIAL JUSTICE ISSUES |
| UNITED WAY OF DANE COUNTY INC | |||||||
| 2059 ATWOOD AVENUE | MADISON | WI | 53704 | 390817532 | 501(C)(3) | $50,000 | SUPPORT VARIOUS UNITED WAY INITIATIVES |
| WISCONSIN CENTER FOR INVESTIGATIVE JOURNALISM INC | |||||||
| 821 UNIVERSITY AVENUE | MADISON | WI | 53706 | 262143608 | 501(C)(3) | $10,000 | SUPPORT OPERATIONS |
| WISCONSIN DEMOCRACY CAMPAIGN | |||||||
| 203 S PATERSON STREET NO 100 | MADISON | WI | 53703 | 391911104 | 501(C)(3) | $10,000 | SUPPORT OPERATIONS |
| WISCONSIN HISTORICAL FOUNDATION | |||||||
| 816 STATE STREET | MADISON | WI | 53706 | 390921093 | 501(C)(3) | $125,000 | CONTRIBUTE TO CAPITAL CAMPAIGN FOR NEW HISTORY MUSEUM |
| WOMEN'S MEDICAL FUND INC | |||||||
| PO BOX 248 | MADISON | WI | 53701 | 510189614 | 501(C)(3) | $25,000 | SUPPORT COVID-19 RELIEF EFFORTS |
| INDEPENDENT LIVING INC | |||||||
| 2970 CHAPEL VALLEY ROAD NO 203 | MADISON | WI | 537117424 | 391186642 | 501(C)(3) | $25,000 | SUPPORT COVID-19 RELIEF EFFORTS |
| MADISON READING PROJECT INC | |||||||
| 101 AGNES COURT | MOUNT HOREB | WI | 53572 | 422077478 | 501(C)(3) | $10,000 | SUPPORT "BIG RED READING BUS AND PURCHASE OF BOOKS |
| RAPE CRISIS CENTER INC | |||||||
| 2801 COHO STREET NO 301 | MADISON | WI | 537134577 | 237329215 | 501(C)(3) | $25,000 | SUPPORT COVID-19 RELIEF EFFORTS |
| THE PROGRESSIVE INC | |||||||
| 30 W MIFFLIN ST NO 703 | MADISON | WI | 537032558 | 390773233 | 501(C)(3) | $15,000 | SUPPORT OPERATIONS |
| THE RIVER FOOD PANTRY INC | |||||||
| 2201 DARWIN DR | MADISON | WI | 537043105 | 204179749 | 501(C)(3) | $30,000 | SUPPORT COVID-19 RELIEF EFFORTS |
| ALLIED WELLNESS CENTER | |||||||
| 2225 ALLIED DR | MADISON | WI | 537114575 | 522454644 | 501(C)(3) | $10,000 | SUPPORT COMMUNITY HEALTH WORKER PROGRAM |
| BADGER PRAIRIE NEEDS NETWORK | |||||||
| 1200 EAST VERONA AVE | VERONA | WI | 53593 | 451159288 | 501(C)(3) | $30,000 | SUPPORT COVID-19 RELIEF EFFORTS |
| BAYVIEW FOUNDATION INC | |||||||
| 601 BAY VW | MADISON | WI | 537151482 | 396092644 | 501(C)(3) | $7,500 | SUPPORT COVID-19 RELIEF EFFORTS AND OPERATIONS |
| CENTER FOR COMMUNITY STEWARDSHIP | |||||||
| 116 NORTH FEW STREET | MADISON | WI | 53703 | 680501459 | 501(C)(3) | $10,000 | SUPPORT WORK ON RACIAL JUSTICE ISSUES |
| CEOS OF TOMORROW INC | |||||||
| 2702 INTERNATIONAL LANE NO 112 | MADISON | WI | 53704 | 300941154 | 501(C)(3) | $20,000 | SUPPORT WORK ON RACIAL JUSTICE ISSUES |
| FAMILY SERVICE MADISON INC | |||||||
| 128 E OLIN AVE NO 100 | MADISON | WI | 537131467 | 390806186 | 501(C)(3) | $10,000 | SUPPORT FUNDING FOR MENTAL HEALTH SERVICES |
| FOSTER OF DANE COUNTY | |||||||
| 700 RAYOVAC DRIVE | MADISON | WI | 53711 | 825380849 | 501(C)(3) | $20,000 | SUPPORT WORK ON RACIAL JUSTICE ISSUES |
| GOODMAN COMMUNITY CENTER | |||||||
| 214 WAUBESA ST | MADISON | WI | 53704 | 391919172 | 501(C)(3) | $27,500 | SUPPORT COVID-19 RELIEF EFFORTS |
| KIDS FUND THE CAPITAL TIMES | |||||||
| 2110 LUANN LANE | MADISON | WI | 53713 | 396026192 | 501(C)(3) | $8,000 | SUPPORT COST OF MAILING |
| MADISON AREA FOOD PANTRY GARDENS INC | |||||||
| 11214 MID TOWN RD | VERONA | WI | 53593 | 455052677 | 501(C)(3) | $10,000 | SUPPORT COVID-19 RELIEF EFFORTS |
| MADISON NORTHSIDE PLANNING COUNCIL | |||||||
| 1219 N SHERMAN AVE | MADISON | WI | 53704 | 391759164 | 501(C)(3) | $7,500 | SUPPORT COVID-19 RELIEF EFFORTS |
| MOUNT ZION BAPTIST CHURCH | |||||||
| 2019 FISHER ST | MADISON | WI | 53713 | 391562299 | 501(C)(3) | $10,000 | SUPPORT WORK ON RACIAL JUSTICE ISSUES |
| NEHEMIAH INC | |||||||
| 655 W BADGER RD | MADISON | WI | 53713 | 391736091 | 501(C)(3) | $20,000 | SUPPORT WORK ON RACIAL JUSTICE ISSUES |
| REBALANCED LIFE WELLNESS ASSOCIATION | |||||||
| 584 GRAND CANYON DR | MADISON | WI | 53718 | 824133284 | 501(C)(3) | $15,000 | SUPPORT WORK ON RACIAL JUSTICE ISSUES |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 1109 JONATHON DR | MADISON | WI | 53713 | 390824876 | 501(C)(3) | $30,000 | SUPPORT COVID-19 RELIEF EFFORTS |
| ST MARY'S FOUNDATION INC | |||||||
| 700 S PARK ST | MADISON | WI | 53713 | 431940686 | 501(C)(3) | $30,000 | SUPPORT COVID-19 RELIEF EFFORTS |
| THE FOUNDATION FOR BLACK WOMEN'S WELLNESS | |||||||
| 6601 GRAND TETON PLAZA SUITE A2 | MADISON | WI | 53719 | 460832901 | 501(C)(3) | $20,000 | SUPPORT WORK ON RACIAL JUSTICE ISSUES |
| UNITYPOINT HEALTH-MERITER FOUNDATION | |||||||
| 202 S PARK STREET | MADISON | WI | 53715 | 237098688 | 501(C)(3) | $30,000 | SUPPORT COVID-19 RELIEF EFFORTS |
| URBAN LEAGUE OF GREATER MADISON | |||||||
| 2222 S PARK ST STE 200 | MADISON | WI | 53713 | 391098146 | 501(C)(3) | $130,000 | SUPPORT WORK ON RACIAL JUSTICE ISSUES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 44 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATIONS RECEIVING GRANTS ARE REQUIRED TO RETURN A FORM INDICATING HOW THE GRANT FUNDS WERE USED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNE LUCKE | ||||||||||||||
| DIRECTOR | $0 | $211,936 | $0 | $0 | $0 | $0 | $0 | $20,734 | $0 | $8,345 | $0 | $241,015 | $0 | $0 |
| BOB SORGE | ||||||||||||||
| DIRECTOR | $0 | $197,933 | $0 | $0 | $0 | $0 | $0 | $24,490 | $0 | $4,601 | $0 | $227,024 | $0 | $0 |
| ERIC SALISBURY | ||||||||||||||
| DIRECTOR (STARTED 6/2020) | $0 | $154,029 | $0 | $0 | $0 | $0 | $0 | $15,760 | $0 | $15,149 | $0 | $184,938 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,371,954 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY RELATIONSHIPS WITH OTHER OFFICERS/DIRECTORS: THE FOLLOWING DIRECTORS LISTED IN PART VII, SECTION A HAVE A FAMILY RELATIONSHIP - JAMES D. LUSSIER AND LAURA J. LUSSIER-LEE ARE SIBLINGS. JAMES D. LUSSIER AND DAWN LUSSIER ARE MARRIED. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY: THE UNIVERSITY OF WISCONSIN FOUNDATION AND THE MADISON COMMUNITY FOUNDATION MAY EACH ELECT FOUR MEMBERS TO THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 8B | DOCUMENTATION OF MINUTES OF EACH COMMITTEE: THERE ARE NO SEPARATE COMMITTEES APPOINTED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS ORGANIZATION USES TO REVIEW FORM 990: THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE TREASURER OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY: THE CONFLICT OF INTEREST POLICY APPLIES TO ALL EMPLOYEES AND BOARD MEMBERS OF THE ORGANIZATION. EACH EMPLOYEE AND BOARD MEMBER IS REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST FORM. EMPLOYEES AND BOARD MEMBERS MUST INDICATE ANY CONFLICTS OF INTEREST THAT EXIST WITH ORGANIZATIONS RECEIVING, OR POTENTIALLY RECEIVING, GRANTS FROM THE ORGANIZATION. CONFLICTS OF INTEREST ARE REVIEWED ON A GRANT BY GRANT BASIS. WHEN A CONFLICT OF INTEREST IS DETERMINED TO EXIST, THE BOARD MEMBER WITH THE CONFLICT IS REQUIRED TO ABSTAIN FROM VOTING ON ANY POTENTIAL TRANSACTIONS WITH THE CONFLICTING ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MADISON COMMUNITY FOUNDATION | ||||||||||
| PO BOX 5010 | MADISON | WI | 53705 | 396038248 | CHARITY | WI | 501(C)(3) | LINE 8 | N/A | 0 |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||||
| PO BOX 8860 | MADISON | WI | 53708 | 390743975 | CHARITY | WI | 501(C)(3) | LINE 5 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MADISON COMMUNITY FOUNDATION | ||
| A | $373,000 | FMV |
| UW FOUNDATION | ||
| A | $180,500 | FMV |
Comments