MADISON GAS & ELECTRIC FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MADISON GAS & ELECTRIC FOUNDATION INC (EIN 39-6098118)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-07
- IRS object ID
- 202132809349100608
- 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-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-07T09:52:53-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2921 LANDMARK PL STE 300 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537134236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396098118 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MADISON GAS AND ELECTRIC FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MADI | BusinessNameControlTxt |
| Phone | 6082527070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1231 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537011231 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMARA JOHNSON | PersonNm |
| Person Title | VP/TREASURER | PersonTitleTxt |
| Phone | 6082527070 | PhoneNum |
| Signature | 2021-09-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TAMARA | PersonFirstNm |
| Person Last | JOHNSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKE HABLEWITZ CPA | PreparerPersonNm |
| PTIN | P01259157 | PTIN |
| Phone | 6082744020 | 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-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,275,733 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,323 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,323 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $619,099 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $362,227 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $362,227 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $362,227 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $36,444 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $896,234 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,020,093 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,260,784 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,590 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,590 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,848 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,924 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,924 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $106,598 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $84,400 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,198 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $217 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $217 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $132,253 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $89,324 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,929 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,396,707 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,396,707 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,528,960 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $89,324 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,439,636 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$508,867 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,171,460 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90,592 | CashBOYAmt |
| Cash EOY | $80,011 | CashEOYAmt |
| Cash EOYFMV | $80,011 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $64,733 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $615,893 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $615,893 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl BOY | $2,000,000 | PledgesRcvblBOYAmt |
| Corporate Stock BOY | $23,521,425 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,376,338 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,376,338 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,954,852 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,932,274 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,932,274 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $274,873 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $271,217 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $33,631,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,279,389 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,275,733 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $31,631,602 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $35,279,389 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $2,000,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,631,602 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,279,389 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,631,602 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,279,389 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,631,602 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$508,867 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,156,654 | OtherIncreasesAmt |
| Subtotal | $35,279,389 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,279,389 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $362,227 | GrossSalesPriceAmt |
| Gain Or Loss | $362,227 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $362,227 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $362,227 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,283 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,283 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,283 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,040 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $36,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19,757 | OverpaymentAmt |
| Applied To ES Tax | $19,757 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NIKKI BUSKE | IndividualWithBooksNm |
| Phone | 6082527070 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 S BLAIR ST | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537880001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEFFREY KEEBLER | ||||||||
| 133 S BLAIR ST | MADISON | WI | 537880001 | PRESIDENT AND CHAIRMAN | 1.00 | $0 | $0 | $0 |
| JEFFREY NEWMAN | ||||||||
| 133 S BLAIR ST | MADISON | WI | 537880001 | SECRETARY AND TREASURER | 1.00 | $0 | $0 | $0 |
| LYNN HOBBIE | ||||||||
| 133 S BLAIR ST | MADISON | WI | 537880001 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CARI ANNE RENLUND | ||||||||
| 133 S BLAIR ST | MADISON | WI | 537880001 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| GARY WOLTER | ||||||||
| 133 S BLAIR ST | MADISON | WI | 537880001 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TAMARA JOHNSON | ||||||||
| 133 S BLAIR ST | MADISON | WI | 537880001 | DIRECTOR SINCE AUGUST 2020 | 1.00 | $0 | $0 | $0 |
| JARED BUSHEK | ||||||||
| 133 S BLAIR ST | MADISON | WI | 537880001 | DIRECTOR SINCE AUGUST 2020 | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMONFUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 OLD DANBURY ROAD PO BOX 812 | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068970812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT FUND MANAGEMENT SERVICES | ServiceTypeTxt |
| Compensation | $79,634 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORT THE PROGRAMS OF CHARITABLE AND OTHER EXEMPT ORGANIZATIONS PREDOMINANTLY LOCATED IN THE MADISON AREA. 137 GRANTS WERE AWARDED DURING 2020. | Description1Txt |
| Expenses1 | $1,396,707 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO HELP CREATE NEW AFFORDABLE WORKFORCE HOUSING UNITS IN DANE COUNTY, THE FOUNDATION INVESTED IN THE DANE WORKFORCE HOUSING FUND IN 2020. | Description1Txt |
| Expenses1 | $274,873 | Expenses1Amt |
| Total | $274,873 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,163,017 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $741,033 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,904,050 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,904,050 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $478,561 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,425,489 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,571,274 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,571,274 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,283 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,283 | TotalTaxAmt |
| Distributable Before Adj | $1,554,991 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,554,991 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,554,991 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,439,636 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $274,873 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,714,509 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,714,509 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,554,991 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $25,251 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,421 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,190 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $134,248 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $232,110 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,714,509 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,554,991 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $159,518 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $391,628 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $25,251 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $366,377 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,421 | ExcessFromYear4Amt |
| Excess From Year3 | $48,190 | ExcessFromYear3Amt |
| Excess From Year1 | $134,248 | ExcessFromYear1Amt |
| Excess From Current Year | $159,518 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KIM LEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 S BLAIR ST | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537880001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6082525666 | RecipientPhoneNum |
| Form And Info And Materials | COMPLETE GRANT PROPOSAL AND PROVIDE A COPY OF IRS DETERMINATION LETTER, CURRENT FINANCIAL STATEMENTS OR COPY OF MOST RECENT AUDIT REPORT, PROJECT OR PROGRAM BUDGET, AND COPY OF MINUTES AUTHORIZING GRANT PROPOSAL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE GENERALLY AWARDED TO 501(C)(3) EXEMPT ORGANIZATIONS LOCATED WITHIN MADISON GAS AND ELECTRIC'S SERVICE TERRITORY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (137 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF MADISON INC | ||||||||
| PO BOX 787 | MADISON | WI | 537010787 | N/A | PC | GENERAL SUPPORT | $10,220 | |
| 1000 FRIENDS OF WISCONSIN | ||||||||
| 16 N CARROL ST 800 | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| ACCESS COMMUNITY HEALTH CENTERS | ||||||||
| 2901 W BELTLINE HWY 120 | MADISON | WI | 537134231 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| ACCESS TO INDEPENDENCE | ||||||||
| 3810 MILWAUKEE ST | MADISON | WI | 53714 | N/A | PC | GENERAL SUPPORT | $500 | |
| ALDO LEOPOLD NATURE CENTER | ||||||||
| 330 FEMRITE DR | MADISON | WI | 53716 | N/A | PC | GENERAL SUPPORT | $40,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 2850 DAIRY DR SUITE 300 | MADISON | WI | 53718 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| AMERICAN PARKINSON DISEASE ASSOCIATION | ||||||||
| 135 PARKINSON AVE | STATEN ISLAND | NY | 103051425 | N/A | PC | GENERAL SUPPORT | $500 | |
| ARTS & LITERATURE LABORATORY | ||||||||
| 2021 WINNEBAGO STREET | MADISON | WI | 537045316 | N/A | PC | GENERAL SUPPORT | $12,500 | |
| BACK PORCH RADIO BROADCASTING INC | ||||||||
| 118 S BEDFORD ST | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $500 | |
| BADGER HONOR FLIGHT INC | ||||||||
| PO BOX 258066 | MADISON | WI | 53725 | N/A | PC | GENERAL SUPPORT | $500 | |
| BEST BUDDIES INTERNATIONAL | ||||||||
| 100 SE 2ND ST STE 2200 | MIAMI | FL | 331312151 | N/A | PC | GENERAL SUPPORT | $500 | |
| BIG BROTHERS BIG SISTERS OF DANE COUNTY | ||||||||
| 2059 ATWOOD AVE 2 | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $12,500 | |
| BLACK EARTH HISTORICAL SOCIETY | ||||||||
| PO BOX 214 | BLACK EARTH | WI | 535150214 | N/A | PC | GENERAL SUPPORT | $500 | |
| BOYS AND GIRLS CLUB OF DANE COUNTY | ||||||||
| 2001 TAFT STREET | MADISON | WI | 53713 | N/A | PC | HIGH SCHOOL INTERNS | $6,800 | |
| BOYS AND GIRLS CLUB OF DANE COUNTY | ||||||||
| 2001 TAFT STREET | MADISON | WI | 53713 | N/A | PC | COVID-19, COMMUNITY EMERGENCY FUND | $25,000 | |
| BOYS AND GIRLS CLUB OF DANE COUNTY | ||||||||
| 2001 TAFT STREET | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| BRAT FEST INC | ||||||||
| 1919 ALLIANT ENERGY CENTER WAY | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| BSP FREE CLINIC | ||||||||
| 2711 ALLEN BLVD SUITE B4 | MIDDLETON | WI | 53716 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| CARTER G WOODSON FOUNDATION | ||||||||
| PO BOX 1494 | MADISON | WI | 53701 | N/A | PC | GENERAL SUPPORT | $500 | |
| CATHOLIC CHARITIES MADISON INC | ||||||||
| 702 S HIGH POINT RD 209 | MADISON | WI | 53719 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| CENTER FOR COMMUNITY STEWARDSHIP | ||||||||
| 354 W MAIN ST | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $10,500 | |
| CENTRAL CROSS COUNTRY SKIING | ||||||||
| 10850N STEWART RD | HAYWARD | WI | 54843 | N/A | PC | GENERAL SUPPORT | $500 | |
| CENTRAL CROSS COUNTRY SKIING | ||||||||
| 10850N STEWART RD | HAYWARD | WI | 54843 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| CENTRO HISPANO OF DANE COUNTY | ||||||||
| 810 W BADGER RD | MADISON | WI | 53713 | N/A | PC | HIGH SCHOOL INTERNS | $2,720 | |
| CENTRO HISPANO OF DANE COUNTY | ||||||||
| 810 W BADGER RD | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $65,000 | |
| CITY OF PRAIRIE DU CHIEN | ||||||||
| 214 EAST BLACKHAWK AVENUE | PRAIRIE DU CHIEN | WI | 53821 | N/A | GOV | GENERAL SUPPORT | $500 | |
| COMMUNITY SHARES OF WISCONSIN | ||||||||
| 612 W MAIN ST 200 | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $6,000 | |
| DANE BUY LOCAL FOUNDATION | ||||||||
| 6300 ENTERPRISE LN | MADISON | WI | 53719 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| DANE DANCES | ||||||||
| PO BOX 1672 | MADISON | WI | 53701 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| DESTINATION MADISON FOUNDATION INC | ||||||||
| 22 E MIFFILIN ST SUITE 200 | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| DOWNTOWN MADISON PARTNERS INC | ||||||||
| 122 W WASHINGTON AVE STE 250 | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| DOYENNE GROUP | ||||||||
| 821 E WASHINGTON AVE SUITE 200-D | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| EASTER SEALS WISCONSIN | ||||||||
| 8001 EXCELSIOR DR 200 | MADISON | WI | 53717 | N/A | PC | GENERAL SUPPORT | $500 | |
| ENERGY SERVICE INC | ||||||||
| 1225 S PARK ST | MADISON | WI | 537152101 | N/A | PC | COMMUNITY EMERGENCY FUND | $50,000 | |
| FAIRSHARE CSA COALITION | ||||||||
| 303 S PATERSON ST SUITE 1B | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $1,250 | |
| FORWARD BIOLABS | ||||||||
| 504 S ROSA RD SUITE 200 | MADISON | WI | 53719 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| FORWARD THEATER COMPANY | ||||||||
| PO BOX 14574 | MADISON | WI | 53708 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| FOSTER | ||||||||
| 655 W BADGER RD | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| FOUNDATION FOR BLACK WOMEN'S WELLNESS | ||||||||
| PO BOX 259831 | MADISON | WI | 53725 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| FOUNDATION FOR MADISON'S PUBLIC SCHOOLS | ||||||||
| 101 NOB HILL RD SUITE 300 | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $3,700 | |
| FRIENDS OF THE MADISON ART COMMISSION | ||||||||
| 4713 REGENT ST | MADISON | WI | 53705 | N/A | PC | GENERAL SUPPORT | $250 | |
| FRIENDS OF CARS CURING KIDS INC | ||||||||
| 935 UNIVERSITY BAY DRIVE | MADISON | WI | 53705 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| FRIENDS OF THE GOODMAN WAVES | ||||||||
| PO BOX 259914 | MADISON | WI | 537259914 | N/A | PC | GENERAL SUPPORT | $500 | |
| FRIENDS OF THE MONONA SENIOR CENTER | ||||||||
| 1011 NICHOLS RD | MONONA | WI | 53716 | N/A | PC | GENERAL SUPPORT | $500 | |
| FRIENDS OF WIL-MAR INC | ||||||||
| 953 JENIFER ST | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| GSAFE | ||||||||
| 122 E OLIN AVE | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| GATHERING WATERS | ||||||||
| 211 S PATERSON ST 270 | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| GIGIS PLAYHOUSE-MADISON | ||||||||
| 4104 MONONA DR | MADISON | WI | 53716 | N/A | PC | GENERAL SUPPORT | $500 | |
| GIRLS ON THE RUN OF SC WISCONSIN | ||||||||
| 901 DEMING WAY 102 | MADISON | WI | 537171979 | N/A | PC | GENERAL SUPPORT | $500 | |
| GIRLS SCOUTS BADGERLAND COUNCIL | ||||||||
| 2710 SKI LN | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| GOODMAN COMMUNITY CENTER | ||||||||
| 149 WAUBESA ST | MADISON | WI | 537045430 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| GREAT PLAINS INSTITUTE | ||||||||
| 2801 21ST AVE S 220 | MADISON | WI | 55407 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| GREENBUSH HERITAGE FOUNDATION | ||||||||
| 914 REGENT ST | MADISON | WI | 537151247 | N/A | PC | GENERAL SUPPORT | $500 | |
| HANDEL ARIA COMPETITION INC | ||||||||
| PO BOX 5554 | MADISON | WI | 53705 | N/A | PC | GENERAL SUPPORT | $500 | |
| HOO'S WOODS RAPTOR CENTER | ||||||||
| PO BOX 21 | MILTON | WI | 53563 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| JAZZ AT FIVE INC | ||||||||
| 100 STATE ST | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| LITERACY NETWORK OF DANE COUNTY | ||||||||
| 1118 S PARK ST | MADISON | WI | 53715 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| LUTHERAN SOCIAL SERVICES | ||||||||
| 6314 ODANA RD A | MADISON | WI | 53719 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| MACCO | ||||||||
| 23 ELLIS POTTER COURT | MADISON | WI | 53711 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MADISON365 | ||||||||
| PO BOX 842 | MADISON | WI | 53701 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| MADISON AUDUBON SOCIETY INC | ||||||||
| 1400 E WASHINGTON AVE STE 170 | MADISON | WI | 537033044 | N/A | PC | GENERAL SUPPORT | $500 | |
| MADISON BIKES INC | ||||||||
| PO BOX 260244 | MADISON | WI | 537260244 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| MADISON COLLEGE FOUNDATION | ||||||||
| 3591 ANDERSON ST SUITE 203A | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $16,667 | |
| MADISON COLLEGE FOUNDATION | ||||||||
| 3591 ANDERSON ST SUITE 203A | MADISON | WI | 53704 | N/A | PC | SCHOLARSHIPS | $2,500 | |
| MADISON FIRE FIGHTERS LOCAL 311 | ||||||||
| 821 WILLIAMSON ST | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $500 | |
| MADISON METROPOLITAN SCHOOL DISTRICT FOUNDATION | ||||||||
| 545 W DAYTON ST | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| MADISON METROPOLITAN SEWERAGE DISTRICT | ||||||||
| 1610 MOORLAND RD | MADISON | WI | 537133398 | N/A | GOV | GENERAL SUPPORT | $5,000 | |
| MADISON MUSEUM OF CONTEMPORARY ART | ||||||||
| 227 STATE ST | MADISON | WI | 537032214 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MADISON OPERA INC | ||||||||
| 335 W MIFFLIN ST | MADISON | WI | 537032513 | N/A | PC | GENERAL SUPPORT | $6,000 | |
| MADISON PUBLIC LIBRARY FOUNDATION | ||||||||
| 201 W MIFFLIN ST | MADISON | WI | 537032511 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MADISON SYMPHONY ORCHESTRA | ||||||||
| 222 W WASHINGTON AVE SUITE 460 | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| MADISON YOUTH ARTS CENTER | ||||||||
| 160 WESTGATE MALL NO1 | MADISON | WI | 537111063 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| MADISON YOUTH CHOIRS | ||||||||
| 160 WESTGATE MALL NO1 | MADISON | WI | 537111063 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MAKE A WISH OF WISCONSIN | ||||||||
| 11020 WEST PLANK COURT STE 200 | WAUWATOSA | WI | 53226 | N/A | PC | GENERAL SUPPORT | $500 | |
| MARCH OF DIMES FOUNDATION | ||||||||
| 1275 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| MARQUETTE-LAPHAM PTG | ||||||||
| 1501 JENIFER ST | MADISON | WI | 537033770 | N/A | PC | GENERAL SUPPORT | $500 | |
| MARQUETTE NEIGHBORHOOD ASSOCIATION | ||||||||
| 1104 JENIFER ST | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| MAYDM | ||||||||
| 802 S GAMMON RD APT 4 | MADISON | WI | 537191300 | N/A | PC | GENERAL SUPPORT | $7,500 | |
| MIDDLETON OUTREACH MINISTRY | ||||||||
| 3502 PARMENTER ST | MIDDLETON | WI | 53562 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MIDVALE-LINCOLN PARENT TEACHER ORGANIZATION | ||||||||
| 502 CAROMAR DR | MADISON | WI | 53711 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MONONA GROVE EDUCATION FOUNDATION | ||||||||
| 5700 WINNEQUAH RD | MONONA | WI | 53716 | N/A | PC | GENERAL SUPPORT | $500 | |
| MOSES-WISDOM OF MADISON | ||||||||
| 3195 S SUPERIOR ST STE310 | MILWAUKEE | WI | 53207 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| NATIONAL ALLIANCE FOR MENTAL ILLNESS | ||||||||
| 2059 ATWOOD AVE | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| NATIONAL MUSTARD MUSEUM INC | ||||||||
| 7477 HUBBARD AVE | MIDDLETON | WI | 53562 | N/A | PC | GENERAL SUPPORT | $500 | |
| NATURAL RESOURCES FOUNDATION | ||||||||
| PO BOX 2317 | MADISON | WI | 537012317 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| NELSON INSTITUTE FOR ENVIRONMENTAL STUDIES | ||||||||
| 550 N PARK ST | MADISON | WI | 53706 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| NEWBRIDGE INC | ||||||||
| 128 E OLIN AVE STE110 | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| NOLEN WATERFRONT | ||||||||
| 122 W WASHINGTON AVE STE 250 | MADISON | WI | 537032732 | N/A | PC | GENERAL SUPPORT | $12,500 | |
| OCCUPAWS GUIDE DOG ASSOCIATION | ||||||||
| PO BOX 45857 | MADISON | WI | 53744 | N/A | PC | GENERAL SUPPORT | $500 | |
| OMEGA SCHOOL INC | ||||||||
| 835 W BADGER RD | MADISON | WI | 537132545 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| OUTREACH INC | ||||||||
| 2701 INTERNATIONAL LN 101 | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $7,500 | |
| OVERTURE CENTER FOR THE ARTS | ||||||||
| 201 STATE ST | MADISON | WI | 53704 | N/A | PC | KIDS IN THE ROTUNDA | $50,000 | |
| PORCHLIGHT | ||||||||
| 306 N BROOKS ST | MADISON | WI | 53715 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| PRAIRIE DU CHIEN HISTORICAL SOCIETY | ||||||||
| PO BOX 298 | PRAIRIE DU CHIEN | WI | 538210298 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| PRESCHOOL OF THE ARTS | ||||||||
| 11 SCIENCE CT | MADISON | WI | 537111055 | N/A | PC | GENERAL SUPPORT | $500 | |
| RAPE CRISIS CENTER | ||||||||
| 2801 COHO ST 301 | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $500 | |
| REAP FOOD GROUP | ||||||||
| 306 E WILSON ST SUITE 2E | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| RISE WISCONSIN INC | ||||||||
| 1334 DEWEY CT | MADISON | WI | 537033019 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF MADISON | ||||||||
| 2716 MARSHALL COURT | MADISON | WI | 53705 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| RSVP OF DANE COUNTY | ||||||||
| 6501 WATTS RD STE 250 | MADISON | WI | 537191397 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| THE ROAD HOME OF DANE COUNTY | ||||||||
| 128 E OLIN AVE SUITE 202 | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| THRIVE FOUNDATION INC | ||||||||
| 455 SCIENCE DR | MADISON | WI | 537111067 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| SAFE HARBOR CHILD ADVOCACY CENTER | ||||||||
| 1457 E WASHINGTON AVE STE 102 | MADISON | WI | 537033047 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| SALVATION ARMY | ||||||||
| 10 W ALGONQUIN ROAD | DES PLAINS | IL | 60016 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| SECOND HARVEST FOODBANK | ||||||||
| 2802 DAIRY DR | MADISON | WI | 53718 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION | ||||||||
| 1175 HERNDON PKWY STE 900 | HERNDON | VA | 201705532 | N/A | PC | GENERAL SUPPORT | $500 | |
| SEVENTH GENERATION INTERFAITH INC | ||||||||
| 1015 NORTH 9TH ST | MILWAUKEE | WI | 53233 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| SIMPSON STREET FREE PRESS | ||||||||
| PO BOX 6307 | MONONA | WI | 537160307 | N/A | PC | GENERAL SUPPORT | $6,000 | |
| SPECIAL OLYMPICS WISCONSIN | ||||||||
| 2310 CROSSROADS DRIVE SUITE 1000 | MADISON | WI | 53718 | N/A | PC | GENERAL SUPPORT | $500 | |
| SPIRIT OF GREATER MADISON | ||||||||
| 22 E MIFFLIN ST STE200 | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| ST VINCENT DE PAUL | ||||||||
| 4714 SCHOOL RD | MADISON | WI | 537041318 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| TELLURIAN INC | ||||||||
| 300 FEMRITE DR | MONONA | WI | 537163716 | N/A | PC | GENERAL SUPPORT | $5,500 | |
| THE ARC-DANE COUNTY INC | ||||||||
| 6602 GRANT TETON PLAZA | MADISON | WI | 53719 | N/A | PC | GENERAL SUPPORT | $500 | |
| TRI 4 SCHOOLS | ||||||||
| 937 JENNA DR | VERONA | WI | 53593 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| TSWV NPLOOG THOJ FAMILY INC | ||||||||
| 303 MANLEY LN | COTTAGE GROVE | WI | 535278119 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| UNIDOS AGAINST DOMESTIC VIOLENCE | ||||||||
| 810 W BADGER RD | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $7,500 | |
| UNIFORM LAW COMMISSION | ||||||||
| 111 N WABASH STE1010 | CHICAGO | IL | 606021917 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| UNITED WAY OF DANE COUNTY | ||||||||
| PO BOX 7548 | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $192,000 | |
| UNITED WAY OF DANE COUNTY | ||||||||
| PO BOX 7548 | MADISON | WI | 53704 | N/A | PC | LOANED EXECUTIVE | $12,000 | |
| UNITED WAY OF DANE COUNTY | ||||||||
| PO BOX 7548 | MADISON | WI | 53704 | N/A | PC | COMMUNITY EMERGENCY FUND | $50,000 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| 1220 LINDEN DR | MADISON | WI | 53706 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| URBAN LEAGUE OF GREATER MADISON | ||||||||
| 2222 S PARK ST SUITE 200 | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $20,500 | |
| URBAN TRIAGE | ||||||||
| 2210 NORTH RUSK AVE | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| URBAN TREE ALLIANCE | ||||||||
| 5313 SHAW CT | MADISON | WI | 537052743 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| UW FOUNDATION | ||||||||
| 600 HIGHLAND AVE K4/646 | MADISON | WI | 537626164 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| UW-MADISON ARTS INSTITUTE | ||||||||
| 326 LATHROP HALL 1050 UNIVERSITY | MADISON | WI | 537061304 | N/A | PC | GENERAL SUPPORT | $1,000 | AVE |
| UW-SYSTEM ADMINISTRATION | ||||||||
| 600 HIGHLAND AVE K4/646 | MADISON | WI | 537626164 | N/A | GOV | GENERAL SUPPORT | $1,000 | |
| VERA COURT NEIGHBORHOOD CENTER | ||||||||
| 1917 LAKE POINT DR | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| WISCONSIN ACADEMY FOR GRADUATE SERVICE DOGS | ||||||||
| 1337 GREENWAY CROSS STE157 | MADISON | WI | 537133225 | N/A | PC | GENERAL SUPPORT | $500 | |
| WISCONSIN ACADEMY OF SCIENCES ARTS & LETTERS | ||||||||
| 1922 UNIVERSITY AVE | MADISON | WI | 53705 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| WISCONSIN ALUMNI RESEARCH FOUNDATION | ||||||||
| 614 WALNUT ST | MADISON | WI | 537262336 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| WISCONSIN EARLY CHILDHOOD ASSOCIATION | ||||||||
| 310 LANGDON ST STE227 | MADISON | WI | 53706 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| WISCONSIN ESGR | ||||||||
| 4611 16TH ST S | WISCONSIN RAPIDS | WI | 544944209 | N/A | PC | GENERAL SUPPORT | $250 | |
| WISCONSIN WOMEN IN GOVERNMENT | ||||||||
| PO BOX 2543 | MADISON | WI | 53701 | N/A | PC | GENERAL SUPPORT | $1,350 | |
| WISCONSIN YOUTH SYMPHONY ORCHESTRAS | ||||||||
| 606 STATE ST | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| YWCA MADISON | ||||||||
| 101 E MIFFLIN ST | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| ZONTA CLUB | ||||||||
| PO BOX 14603 | MADISON | WI | 537080603 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,396,707 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,323 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $619,099 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $362,227 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $36,444 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,020,093 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,020,093 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $9,848 | Amt |
| Net Investment Income | $4,924 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,924 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | COMMONFUND-MULTI-STRATEGY BOND FUND | BondNm |
| EOY Book Value | $8,932,274 | EOYBookValueAmt |
| EOYFMV | $8,932,274 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MGE ENERGY INC. | $1,260,540 | $1,260,540 |
| COMMONFUND-MULTI-STRATEGY EQUITY FUND | $24,115,798 | $24,115,798 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $15,590 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,590 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DANE WORKFORCE HOUSING FUND | Desc |
| EOY Book Value | $274,873 | EOYBookValueAmt |
| EOYFMV | $271,217 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $217 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $217 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CFI MULTI-STRATEGY BOND FUND, K-1 | $181,498 | ||
| CFI MULTI-STRATEGY EQUITY FUND, K-1 | $714,736 | ||
| TAX REFUND | $36,444 | $36,444 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $2,156,654 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $81,934 | $81,934 | $0 |
| MANAGEMENT FEES | $24,664 | $2,466 | $22,198 |
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