2021-11-11T16:24:52-06:00 2020-12-31 390859910 BAKER TILLY US LLP PO BOX 7398 MADISON WI 537077398 990PF 2020-01-01 391918462 SUB-ZERO WOLF FOUNDATION INC C/O SUB-ZERO GROUP INC SUB- 6082712233 4717 HAMMERSLEY ROAD MADISON WI 537112708 JAMES J BAKKE VP/DIRECTOR 6082712233 2021-11-10 1 JAMES BAKKE XXX-XX-XXXX BRIGID ELLIOTT-BOGER CPA P00089494 6082496622 2021-11-10 X 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 7550365 X X 164337 161786 51876 835983 51876 216213 213662 0 0 0 29331 29331 0 2300 0 0 31631 29331 0 232000 232000 263631 29331 232000 -47418 184331 630676 299727 299727 1129291 1233797 1233797 4033712 4450545 4450545 1331566 1566296 1566296 7125245 7550365 7550365 0 0 X 0 0 0 0 7125245 7550365 7125245 7550365 7125245 7550365 7125245 -47418 478563 7556390 6025 7550365 PUBLICLY TRADED SECURITIES - LT 799797 751932 47865 47865 PUBLICLY TRADED SECURITIES - ST 33593 32175 1418 1418 CAPITAL GAINS DIVIDENDS P 2593 2593 2593 51876 2562 0 2562 0 2562 3188 0 2000 0 5188 X 0 2626 2626 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A SANDRA S VAN SLYKE 6082712233 4717 HAMMERSLEY ROAD MADISON WI 537112708 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 JAMES J BAKKE 4717 HAMMERSLEY ROAD MADISON WI 537112708 PRESIDENT 1.00 0 0 0 DEBORAH A SCHWARTZ 4717 HAMMERSLEY ROAD MADISON WI 537112708 VICE PRESIDENT 1.00 0 0 0 SANDRA S VAN SLYKE 4717 HAMMERSLEY ROAD MADISON WI 537112708 TREASURER 1.00 0 0 0 BLAINE R RENFERT 4717 HAMMERSLEY ROAD MADISON WI 537112708 SECRETARY/GENERAL COUNSEL 1.00 0 0 0 THOMAS G RAGATZ 150 E GILMAN STREET STE 5000 MADISON WI 537031482 ASSISTANT SECRETARY 1.00 0 0 0 SUSAN A BAKKE 4717 HAMMERSLEY ROAD MADISON WI 537112708 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 6523295 393430 0 6916725 0 0 6916725 103751 6812974 340649 340649 2562 2562 338087 0 338087 0 338087 232000 0 232000 0 232000 338087 0 0 118324 146463 154401 419188 232000 0 0 0 232000 0 106087 106087 313101 0 0 0 0 0 0 12237 300864 146463 154401 SANDRA S VAN SLYKE 4717 HAMMERSLEY ROAD MADISON WI 537112708 6082712233 SUBMIT LETTER OF APPLICATION INDICATING CHARITABLE PURPOSE FOR FUND USAGE. NONE PRINCIPAL AREA OF FOCUS: SUPPORT FOR SOCIAL SERVICES FOR PEOPLE IN NEED, ESPECIALLY CHILDREN, IN OR NEAR DANE COUNTY, WISCONSIN. AGRACE HOSPICECARE INC 5395 E CHERYL PARKWAY MADISON WI 53711 PC HEALTHCARE - PLEDGE PAYMENT 4 OF 5 'CARE FOR ALL' 25000 ALDO LEOPOLD NATURE CENTER 330 FEMRITE DRIVE MONONA WI 53719 PC ENVIRONMENT - GROWING HEALTHY KNEE-HIGH NATURALISTS 1000 ARTS FOR ALL WISCONSIN 1709 ABERG AVENUE SUITE 1 MADISON WI 53704 PC ARTS SUPPORT FOR ALL CAPABILITIES 2500 BADGER BOYS STATE INC PO BOX 388 PORTAGE WI 53901 PC EDUCATION 3000 BIG BROTHERS AND BIG SISTERS OF DANE COUNTY 2059 ATWOOD AVENUE SUITE 2 MADISON WI 53704 PC YOUTH DEVELOPMENT 5000 BOYS AND GIRLS CLUB OF DANE COUNTY 1818 W BELTLINE HIGHWAY MADISON WI 53713 PC HUMAN SERVICES 2500 BRAILLE LIBRARY & TRANSCRIBING SERVICES INC 6501 WATTS RD SUITE 149 MADISON WI 53719 PC HUMAN SERVICES 500 BSP FREE CLINIC 2711 ALLEN BOULEVARD 300 MIDDLETON WI 53562 PC HEALTHCARE 2500 CARENET PREGNANCY CENTER 1350 MACARTHUR ROAD MADISON WI 53714 PC HUMAN SERVICES 1000 CATHOLIC CHARITIES MADISON 702 S HIGH POINT ROAD SUITE 201 MADISON WI 53719 PC HUMAN SERVICES 500 CATHOLIC CHARITIES MADISON 702 S HIGH POINT ROAD SUITE 201 MADISON WI 53719 PC HUMAN SERVICES - SUPPORT FOR 'THE BEACON' - SERVING HOMELESS, VULNERABLE PEOPLE 1000 CENTRO HISPANO OF DANE COUNTY 810 W BADGER ROAD MADISON WI 53713 PC HUMAN SERVICES 5000 CLEAN LAKES ALLIANCE 150 E GILMAN STREET SUITE 2600 MADISON WI 53703 PC ENVIRONMENT 1000 CLEAN LAKES ALLIANCE 150 E GILMAN STREET SUITE 2600 MADISON WI 53703 PC ENVIRONMENT 1000 DANE COUNTY LIBRARY SERVICE 1874 S STOUGHTON ROAD MADISON WI 53716 PC BOOKMOBILE SUMMER READING PROGRAM 500 DISTRICT COUNCIL OF MADISON INC SOCIETY OF ST VINCENT DE PAUL 2033 FISH HATCHERY ROAD MADISON WI 53713 PC HUMAN SERVICES - CARE CAFE 5000 DISTRICT COUNCIL OF MADISON INC SOCIETY OF ST VINCENT DE PAUL 2033 FISH HATCHERY ROAD MADISON WI 53713 PC HUMAN SERVICES - CARE CAFE 5000 EASTER SEALS WISCONSIN 8001 EXCELSIOR DRIVE 200 MADISON WI 53717 PC HUMAN SERVICES - ANNUAL CAMPERSHIPS 2000 GLACIER'S EDGE COUNCIL - BOY SCOUTS OF AMERICA 5846 MANUFACTURERS DRIVE MADISON WI 53704 PC HUMAN SERVICES 500 GOODMAN COMMUNITY CENTER 149 WAUBESA STREET MADISON WI 53704 PC HUMAN SERVICES 25000 HABITAT FOR HUMANITY OF DANE COUNTY INC 3101 LATHAM DRIVE MADISON WI 53716 PC HUMAN SERVICES 1000 JDRF WESTERN WISCONSIN CHAPTER (JUVENILE DIABETES RESEARCH) 434 S YELLOWSTONE DRIVE SUITE 201 MADISON WI 53719 PC HEALTHCARE 10000 KAMMER FAMILY FOUNDATION 8313 GREENWAY BOULEVARD SUITE 150 MIDDLETON WI 53562 PF ARTS, CULTURE, HUMANITIES-UNIVERSITY AVENUE LIGHTS 500 KEEP WISCONSIN WARMCOOL FUND PO BOX 68 MADISON WI 53701 PC HUMAN SERVICES 1000 KEEP WISCONSIN WARMCOOL FUND PO BOX 68 MADISON WI 53701 PC HUMAN SERVICES 2000 LUSSIER COMMUNITY EDUCATION CENTER 55 S GAMMON ROAD MADISON WI 53717 PC EDUCATION 500 LUSSIER COMMUNITY EDUCATION CENTER 55 S GAMMON ROAD MADISON WI 53717 PC EDUCATION - SUMMER CAMP 1000 LUTHERAN COUNSELING AND FAMILY SERVICES OF WISCONSIN INC 3800 N MAYFAIR ROAD MILWAUKEE WI 53222 PC HUMAN SERVICES 1000 MADISON AREA FOOD PANTRY GARDEN INC CRAIG WEHRLE TREASURER 4329 FELTON PLACE MADISON WI 53705 PC HUMAN SERVICES 5000 MADISON COLLEGE FOUNDATION 3591 ANDERSON STREET SUITE 203A MADISON WI 53704 PC EDUCATION SUPPORT - SCHOLARS OF PROMISE 2500 MADISON YOUTH CHOIRS 1055 E MIFFLIN STREET MADISON WI 53703 PC ARTS SUPPORT - YOUTH SCHOLARSHIPS 500 MIDDLETON OUTREACH MINISTRY (MOM) 7432 HUBBARD AVENUE MIDDLETON WI 53562 PC HUMAN SERVICES 1000 NEHEMIAH CENTER FOR URBAN LEADERSHIP DEVELOPMENT 655 W BADGER ROAD MADISON WI 53703 PC HUMAN SERVICES 500 OPERATION FRESH START 2670 MILWAUKEE STREET MADISON WI 53704 PC HUMAN SERVICES 1000 OVERTURE CENTER FOR THE ARTS 201 STATE STREET MADISON WI 53703 PC ARTS SUPPORT 25000 PHOENIX CHILDREN'S HOSPITAL FOUNDATION 2929 E CAMELBACK ROAD SUITE 122 PHOENIX AZ 85016 PC HEALTHCARE SUPPORT - IN MEMORY OF HARRIET Z. SIOLES 1000 PORCHLIGHT 306 N BROOKS STEET MADISON WI 53715 PC HUMAN SERVICES 1000 RAWHIDE YOUTH SERVICES E7475 RAWHIDE ROAD NEW LONDON WI 54961 PC HUMAN SERVICES - OUTPATIENT THERAPY 1000 RAINBOW PROJECT INC 831 E WASHINGTON AVENUE MADISON WI 53703 PC HUMAN SERVICES 500 REAP FOOD GROUP 306 E WILSON STREET 2W MADISON WI 53703 PC HUMAN SERVICES 1000 THE ROAD HOME DANE COUNTY 890 W WINGRA DRIVE MADISON WI 53715 PC HUMAN SERVICES 3000 SALVATION ARMY OF DANE COUNTY 630 E WASHINGTON AVENUE MADISON WI 53703 PC HUMAN SERVICES 2500 SALVATION ARMY OF DANE COUNTY 630 E WASHINGTON AVENUE MADISON WI 53703 PC HUMAN SERVICES 2500 SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN 2802 DAIRY DRIVE MADISON WI 53718 PC COMMUNITY SUPPORT 5000 SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN 2802 DAIRY DRIVE MADISON WI 53718 PC COMMUNITY SUPPORT 5000 UNITED WAY OF DANE COUNTY 2059 ATWOOD AVENUE MADISON WI 53704 PC HUMAN SERVICES 65000 WISCONSIN 4-H FOUNDATION UW PYLE CENTER 702 LANGDON STREET MADISON WI 53706 PC EDUCATION 500 WISCONSIN COUNCIL OF THE BLIND & VISUALLY IMPAIRED 754 WILLIAMSON STREET MADISON WI 53703 PC HUMAN SERVICES - WHITE CANE FUND 500 WISCONSIN VETERANS MUSEUM FOUNDATION INC 30 W MIFFLIN STREET SUITE 200 MADISON WI 53703 PC ARTS, CULTURE, HUMANITIES - INTERPRETING THE WI VETERAN EXPERIENCE 500 YWCA MADISON 101 E MIFFLIN STREET MADISON WI 53703 PC HUMAN SERVICES 1000 232000 AGRACE HOSPICECARE INC 5395 E CHERYL PARKWAY MADISON WI 53711 PC HEALTHCARE - PLEDGE PAYMENT 5 OF 5 'CARE FOR ALL' 25000 25000 14 164337 18 51876 0 216213 0 216213 0 0 0 0 0 0 0 0 0 0 KAMMER FAMILY FOUNDATION INC 8313 GREENWAY BLVD STE 200 MIDDLETON WI 535622564 2020-11-16 500 UNIVERSITY AVENUE HOLIDAY LIGHTS NONE NOVEMBER 24, 2020 2020-11-24 FUNDS WILL BE PROPERLY USED FOR HOLIDAY LIGHTS. GS GOVERNMENT/CORPORATE FIXED INCOME 27991 27991 INGERSOLL-RAND GLOBAL HOLDING 2.9% 50682 50682 BANK OF MONTREAL MTN 3.1% 76108 76108 BANK OF NOVA SCOTIA 3.125% 25369 25369 AMGEN INC 2.7% 51672 51672 BP CAP MARKETS AMERICA 3.245% 52237 52237 NOVARTIS CAPITAL CORPORATON 2.4% 78267 78267 BANK OF NY MELLON CORP MTN 3.5% 80890 80890 ALPHABET INC. 3.375% 82970 82970 JPMORGAN CHASE HYBRID 3.559% 107854 107854 MORGAN STANLEY HYBRID 3.737% 108292 108292 LOWE'S COMPANIES INC 3.125% 54785 54785 TOYOTA MOTOR CREDIT CORP MTN 3.4% 28042 28042 S&P GLOBAL INC 4.0% 57018 57018 WELLS FARGO & COMPANY MTN 4.1% 57481 57481 ROPER TECHNOLOGIES, INC. 3.8% 57850 57850 ENERGY TRANSFER PARTNERS, LP 4.95% 28870 28870 DIGITAL REALTY TRUST,INC. 4.45% 12229 12229 AT&T INC. 4.35% 42251 42251 BOSTON SCIENTIFIC CORP 4.0% 41715 41715 HOME DEPOT, INC. 2.95% 62590 62590 CONSTELLATION BRANDS, INC 3.15% 16902 16902 DUKE ENERGY CAROLINAS 2.45% 48857 48857 CANADIAN PACIFIC RAILWAY 2.05% 15841 15841 B.A.T. CAPITAL CORPORATION 4.906% 18297 18297 EQUINIX, INC. 2.15% 15427 15427 FRANKLIN RESOURCES INC 1.6% 24945 24945 CITIGROUP INC. HYBRID 2.976% 11059 11059 AMEREN CORPORATION CORPORATION HYBRID MTN 2.496% 35097 35097 BANK OF AMERICA HYBRID 2.496% 42866 42866 KFW 2.625% 101237 101237 INTER-AMERICAN DEVEL BK MTN 2.625% 50605 50605 EATON VANCE INCOME FUND OF BOSTON 426508 426508 ISHARES S&P 500 INDEX FUND 2054418 2054418 ISHARES RUSSELL 2000 SMALL-CAP INDEX FUND 329919 329919 DOW JONES GLOBAL SELECT REAL ESTATE SECURITIES INDEX FUND 284455 284455 ISHARES MSCI EAFE INTERNATIONAL INDEX FUND 1206051 1206051 SSGA EMERGING MARKETS EQUITY INDEX FUND 149194 149194 1233797 1233797 0 0 TIMING DIFFERENCES, CHANGE IN ACCRUED INTEREST 6025 CHANGE IN UNREALIZED GAIN 478563 GS INVESTMENT FEES 23081 23081 0 BT INVESTING CONSULTING 6250 6250 0 DEPARTMENT OF TREASURY - 2019 EXCISE TAX EXTENSION PAYMENT 2300 0 0