2021-03-25T10:43:02-05:00 2020-12-31 390859910 BAKER TILLY US LLP PO BOX 7398 MADISON WI 537077398 990PF 2020-01-01 201878599 SMS FOUNDATION INC SMSF 6085778260 PO BOX 5324 MADISON WI 537050324 SARAH E SPENCER PRESIDENT 6085778260 2021-03-02 1 SARAH SPENCER XXX-XX-XXXX BRIGID ELLIOTT-BOGER CPA P00089494 6082496622 2021-03-02 X 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 9568047 X 480000 137636 137636 222179 1805996 229200 839815 366836 0 0 0 1500 0 0 3418 3418 0 39986 39986 0 1600 0 0 55 55 0 46559 43459 0 476500 476500 523059 43459 476500 316756 323377 19940 116867 116867 706993 403321 403321 6158988 6803930 6803930 1638542 2243929 2243929 8524463 9568047 9568047 0 0 X 0 0 0 0 8524463 9568047 8524463 9568047 8524463 9568047 8524463 316756 726828 9568047 0 9568047 PUBLICLY TRADED SECURITIES - PURCHASED 1507844 1439624 68220 68220 PUBLICLY TRADED SECURITIES - DONATED 119034 137172 -18138 -18138 CAPITAL GAINS DIVIDENDS P 179118 179118 179118 229200 4495 0 4495 0 4495 4267 0 0 0 4267 0 228 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A THOMAS G TIERNEY CPA 6085778260 1010 HARRISON ST MADISON WI 53711 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SARAH E SPENCER PO BOX 5157 MADISON WI 53705 PRESIDENT, DIRECTOR 1.00 0 0 0 MATTHEW D SILVERSTEIN PO BOX 5324 MADISON WI 53705 VICE PRESIDENT, DIRECTOR 1.00 0 0 0 THOMAS G TIERNEY 1010 HARRISON ST MADISON WI 53711 TREASURER 1.00 0 0 0 DAVID B BILLING PO BOX 1784 MADISON WI 53701 SECRETARY 1.00 0 0 0 MARK SPENCER PO BOX 5157 MADISON WI 53705 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 8238216 211603 0 8449819 0 0 8449819 126747 8323072 416154 416154 4495 4495 411659 0 411659 0 411659 476500 0 476500 0 476500 411659 0 0 10617 59644 70261 476500 0 0 0 411659 64841 0 0 135102 0 0 0 0 0 0 0 135102 10617 59644 64841 MATTHEW D SILVERSTEIN X AMERICAN INDIAN COLLEGE FUND 8333 GREENWOOD BLVD DENVER CO 80221 NOT APPLICABLE PC SUPPORT NATIVE STUDENTS' ACCESS TO HIGHER EDUCATION 10000 ARTS & LITERATURE LABORATORY 2021 WINNEBAGO ST MADISON WI 53704 NOT APPLICABLE PC ENCOURAGE VISUAL, LITERARY AND PERFORMING ARTISTS TO EXPLORE/DEVELOP THEIR CRAFTS 5000 ARTS FOR ARTS INC 107 SUFFOLK ST 300 NEW YORK NY 10002 NOT APPLICABLE PC SUPPORT THE ADVANCEMENT OF FREEJAZZ 8000 ARTS HORIZONS ONE GRAND AVE SUITE 7 ENGLEWOOD NJ 07631 NOT APPLICABLE PC SUPPORT ARTS PROGRAMS FOR CHILDREN 10000 ASPCA 424 EAST 92ND ST NEW YORK NY 10128 NOT APPLICABLE PC PREVENTION OF CRUELTY TO ANIMALS 10000 BETHANY APARTMENTS 806 WISCONSIN AVE RACINE WI 53403 NOT APPLICABLE PC TRANSITIONAL HOUSING FOR VICTIMS OF DOMESTIC ABUSE 10000 CLEAN LAKES ALLIANCEFRIENDS OF CLEAN LAKES 150 E GILMAN ST MADISON WI 53703 NOT APPLICABLE PC IMPROVE WATER QUALITY OF LAKES, STREAMS AND WATERSHEDS 5000 DANE COUNTY HUMANE SOCIETY 5132 VOGES RD MADISON WI 53718 NOT APPLICABLE PC CARE OF HOMELESS ANIMALS 10000 DANE COUNTY PARENT COUNCILREACH DANE 2096 RED ARROW TR MADISON WI 53711 NOT APPLICABLE PC HEAD START PROGRAM FUNDING 10000 DOCTORS WITHOUT BORDERS 333 7TH AVENUE 2ND FLOOR NEW YORK NY 10001 NOT APPLICABLE PC MEDICAL AID TO PERSONS WHOSE SURVIVAL IS THREATENED 10000 DOMESTIC ABUSE INTERVENTION SERVICES PO BOX 1761 MADISON WI 53701 NOT APPLICABLE PC PROVIDE ASSISTANCE TO PEOPLE WHO HAVE EXPERIENCED DOMESTIC ABUSE 10000 ENDING DOMESTIC ABUSE WISCONSIN 1400 E WASHINGTON AVE MADISON WI 53703 NOT APPLICABLE PC TEACH ABOUT HEALTHY RELATIONSHIPS 10000 FINE ARTS WORK CENTER OF PROVINCETOWN 24 PEARL ST PROVINCETOWN MA 02657 NOT APPLICABLE PC ENCOURAGE/DEVELOP EMERGING VISUAL ARTISTS AND WRITERS 10000 FLORIDA KEYS SOCIETY FOR PREVENTION OF CRUELTY TO ANIMALS 5230 COLLEGE RD KEY WEST FL 33040 NOT APPLICABLE PC PROMOTE HUMANE TREATMENT OF ALL ANIMALS 10000 FOOD BANK OF NYC 39 BROADWAY NEW YORK NY 10006 NOT APPLICABLE PC NURTURING AND CARING FOR CHILDREN 5000 FOUNDATION FOR MADISON PUBLIC SCHOOLS 455 SCIENCE DR STE 130 MADISON WI 53711 NOT APPLICABLE PC EDUCATIONAL PURPOSES AT THE DISCRETION OF THE CHARITY 10000 GOD'S LOVE WE DELIVER 166 AVENUE OF THE AMERICAS NEW YORK NY 10013 NOT APPLICABLE PC COOK AND DELIVER MEALS TO CLIENTS IN NEED 10000 HAZELDEN BETTY FORD FOUNDATION PO BOX 11 OS 3 CENTER CITY MN 55012 NOT APPLICABLE PC REMOVE BARRIERS TO RECOVERY FROM ADDICTION 5000 HODAN CENTER INC 941 W FOUNTAIN ST MINERAL POINT WI 53565 NOT APPLICABLE PC COMMUNITY REHABILITATION PROGRAMS FOR ADULTS WITH DISABILITY 60000 HOLY APOSTLE SOUP KITCHEN 296 NINTH AVE NEW YORK NY 10001 NOT APPLICABLE PC TO PROVIDE MEALS TO THE HUNGRY 5000 KANSAS CITY ART INSTITUTE 4415 WARWICK BLVD KANSAS CITY MO 64111 NOT APPLICABLE PC EDUCATE THE ARTISTS AND DESIGNERS OF TOMORROW 10000 KEEP WISCONSIN WARM FUND PO BOX 68 MADISON WI 53701 NOT APPLICABLE PC PROVIDING HEAT AND POWER TO THOSE MOST IN NEED 5000 KEY WEST PUBLIC LIBRARY 700 FLEMING ST KEY WEST FL 33040 NOT APPLICABLE PC PROVIDE LIBRARY SERVICES 5000 KIVA MICROFUNDS 3180 18TH ST SAN FRANCISCO CA 94110 NOT APPLICABLE PC CONNECT PEOPLE THROUGH LENDING FOR THE SAKE OF ALLEVIATING POVERTY 10000 MADISON COMMUNITY FOUNDATION 2 SCIENCE CT MADISON WI 53705 NOT APPLICABLE PC PHILANTHROPY 15000 MADISON MUSEUM OF CONTEMPORARY ART 227 STATE ST MADISON WI 53705 NOT APPLICABLE PC EXHIBIT, COLLECT, PRESERVE AND INTERPRET MODERN AND CONTEMPORARY ART 5000 MARTHA'S VINEYARD ANIMAL SHELTER 1 PENNYWISE PATH EDGARTOWN MA 02539 NOT APPLICABLE PC PROVIDE SHELTER, CARE, LOVE TO DOMESTICATED HOMELESS ANIMALS 5000 MUSIC CARES 3030 OLYMPIC BLVD SANTA MONICA CA 90404 NOT APPLICABLE PC TO PROVIDE A SAFETY NET OF CRITICAL ASSISTANCE FOR MUSIC PEOPLE IN TIME OF NEED 5000 NATURAL RESOURCE DEFENSE COUNCIL 40 WEST 20TH ST NEW YORK NY 10011 NOT APPLICABLE PC SAFEGUARD THE EARTH, ITS PEOPLE, ITS PLANTS AND ANIMALS AND THE NATURAL SYSTEMS ON WHICH ALL LIFE DEPENDS 5000 NATURE CONSERVANCY 4245 NORTH FAIRFAX DR ARLINGTON VA 22203 NOT APPLICABLE PC LAND AND WATER CONSERVATION 5000 NEW MUSIC USA PO BOX 370550 BROOKLYN NY 11237 NOT APPLICABLE PC TO NURTURE THE CREATION OF NEW MUSIC 5000 NOTHING BUT NETS - UN FOUNDATION 1750 PENNSYLVANIA AVE NW WASHINGTON DC 20006 NOT APPLICABLE PC REDUCE MALARIA 5000 NOW FOUNDATION PO BOX 1848 MERRIFIELD VA 22116 NOT APPLICABLE PC SUPPORT FOR WOMEN'S RIGHTS ISSUES 5000 OAK BLUFFS LIBRARY 56R SCHOOL ST OAK BLUFFS MA 02557 NOT APPLICABLE PC BUILD CULTURAL AWARENESS 5000 OCEAN CLEAN UP NORTH PACIFIC FOUNDATION 535 MISSION ST UNIT 1922 SAN FRANCISCO CA 94105 NOT APPLICABLE PC PRESERVE AND PROTECT THE NATURAL OCEAN ENVIRONMENT 5000 PLANNED PARENTHOOD 123 WILLIAM ST NEW YORK NY 10038 NOT APPLICABLE PC EMPOWER ALL INDIVIDUALS TO MANAGE THEIR SEXUAL AND REPRODUCTIVE HEALTH 10000 PLANNED PARENTHOOD WISCONSIN 302 N JACKSON ST MILWAUKEE WI 53202 NOT APPLICABLE PC EMPOWER ALL INDIVIDUALS TO MANAGE THEIR SEXUAL AND REPRODUCTIVE HEALTH 10000 RECOVERY FOUNDATION 5005 UNIVERSITY AVE MADISON WI 53705 NOT APPLICABLE PC SUPPORT RECOVERY FROM SUBSTANCE USE DISORDERS 7000 RED HOOK FARMS PO BOX 310028 BROOKLYN NY 11231 NOT APPLICABLE PC YOUTH EMPOWERMENT AND ENVIRONMENTAL JUSTICE 10000 SAMUEL'S HOUSE 1614 TRUESDELL CT KEY WEST FL 33040 NOT APPLICABLE PC PROVIDE HOUSING FOR HOMELESS WOMEN 10000 SECOND HARVEST FOOD BANK OF SOUTHERN WISCONSIN 2802 DAIRY DR MADISON WI 53718 NOT APPLICABLE PC ACQUIRE AND DISTRIBUTE FOOD TO PEOPLE IN NEED 10000 SMILE TRAIN PO BOX 96231 WASHINGTON DC 20090 NOT APPLICABLE PC PROVIDE FREE TREATMENT FOR POOR CHILDREN WITH CLEFT AND OTHER MEDICAL PROBLEMS 5000 ST COLETTA OF WISCONSIN N4637 CTY ROAD Y JEFFERSON WI 53549 NOT APPLICABLE PC CREATE OPPORTUNITIES FOR DEVELOPMENTALLY DISABLED PEOPLE 5000 ST JOHN'S LUTHERAN - PORCHLIGHT 322 E WASHINGTON AVE MADISON WI 53703 NOT APPLICABLE PC TO PROVIDE MEALS FOR THE HOMELESS 5000 STUDIOS OF KEY WEST 533 EATON ST KEY WEST FL 33040 NOT APPLICABLE PC PROVIDE A SUPPORTIVE ENVIRONMENT FOR CREATIVE EXPERIENCE 5000 TREE HOUSE 5757 WAYZATA BLVD ST LOUIS PARK MN 55416 NOT APPLICABLE PC TO END HOPELESSNESS AMONG TEENS 1500 TRUEFALSE FILM FEST 5 SOUTH NORTH ST STE 205 COLUMBIA MO 65201 NOT APPLICABLE PC SUPPORT OF CINEMATIC ARTS 5000 UNICEF 125 MAIDEN LN NEW YORK NY 10038 NOT APPLICABLE PC NURTURING AND CARING FOR CHILDREN 5000 URBAN LEAGUE OF GREATER MADISON 151 EAST GORHAM ST MADISON WI 53703 NOT APPLICABLE PC IMPROVE SOCIAL/ECONOMIC CONDITIONS: AFRICAN AMERICANS, POC, ECON-DISADVANTAGED 10000 UW MADISON SCHOOL OF VETERINARY MEDICINE 2015 LINDEN DR MADISON WI 53706 NOT APPLICABLE PC EDUCATION 10000 WISCONSIN ACADEMY OF SCIENCE ARTS & LETTERS 1922 UNIVERSITY AVE MADISON WI 53726 NOT APPLICABLE PC SHARE GREAT IDEAS FROM SCIENCE, ARTS, AND LETTERS 5000 WISCONSIN HUMANITIES COUNCIL 222 S BEDFORD ST MADISON WI 53703 NOT APPLICABLE PC SUPPORT AND CREATE PROGRAMS THAT USE HISTORY, CULTURE AND DISCUSSION 10000 WISCONSIN PUBLIC RADIO 821 UNIVERSITY AVE MADISON WI 53706 NOT APPLICABLE PC ENLIGHTEN AND ENRICH THE QUALITY OF LIFE FOR LISTENERS 5000 WISCONSIN PUBLIC TELEVISION 821 UNIVERSITY AVE MADISON WI 53706 NOT APPLICABLE PC ENRICH, EDUCATE, AND ENTERTAIN AUDIENCES 5000 WISCONSIN SCHOOL OF MUSIC FOUNDATION 1005 QUINN DR WAUNAKEE WI 53597 NOT APPLICABLE PC PROMOTE AND PERPETUATE MUSIC EDUCATION 5000 WORLD WILDLIFE FUND 1250 24TH ST SW WASHINGTON DC 20037 NOT APPLICABLE PC PROTECT THE FUTURE OF NATURE AND WILDLIFE 5000 WORT 899 FM 118 S BEDFORD ST MADISON WI 53703 NOT APPLICABLE PC ASSIST IN FINANCING LISTENER SPONSORED COMMUNITY RADIO 5000 YMCA OF DANE COUNTY 8001 EXCELSIOR DR MADISON WI 53717 NOT APPLICABLE PC BUILD HEALTHY, CONFIDENT, CONNECTED AND SECURE CHILDREN, ADULTS, FAMILIES AND COMMUNITIES 10000 476500 0 14 137636 18 222179 0 359815 0 359815 0 0 0 0 0 0 0 0 0 0 X X 1 MATTHEW D SILVERSTEIN PO BOX 5324 MADISON WI 53705 159792 X 2 MATTHEW D SILVERSTEIN PO BOX 5324 MADISON WI 53705 161513 X 3 MATTHEW D SILVERSTEIN PO BOX 5324 MADISON WI 53705 158695 X 1 CALAMOS TIMPANI SM CAP GR I - 4,800 SHARES 159792 2020-11-24 2 AMERICAN NEW WORLD A - 1,945 SHARES 161513 2020-11-24 2019 TAX RETURN PREPARATION 3418 3418 0 ABNDX 338903 338903 ASBAX 308409 308409 NPSCX 165534 165534 TGTRX 465260 465260 TTRCX 55316 55316 VFIIX 379399 379399 VIPSX 531108 531108 DWGAX 246989 246989 ANEFX 261772 261772 NEWFX 821314 821314 AWSHX 407771 407771 CTSIX 1026946 1026946 FCNTX 235852 235852 SGENX 684332 684332 SGGOX 598604 598604 FBOIX 415218 415218 FROPX 285664 285664 JENSX 357139 357139 FGIAX 300645 300645 NPSAX 69375 69375 FREAX 240594 240594 NSBCX 237288 237288 TEMMX 316540 316540 VGHAX 297887 297887 LEGAL/RESEARCH QUALIFYING DONEES 1500 0 0 BANK CHARGES 55 55 0 CHANGE IN UNREALIZED GAINS ON INVESTMENTS 726828 INVESTMENT MANAGEMENT FEES 39986 39986 0 DEPT OF TREASURY: IRS-2020 EXCISE TAX ESTIMATED TAX PAYMENT 1600 0 0