2020-03-16T13:01:01-05:00 2019-12-31 390859910 BAKER TILLY VIRCHOW KRAUSE LLP PO BOX 7398 MADISON WI 537077398 990PF 2019-01-01 201878599 SMS FOUNDATION INC SMSF 6085778260 PO BOX 5324 MADISON WI 537050324 SARAH E SPENCER PRESIDENT 6085778260 2020-02-29 1 JAMES E ROSE CPA P00089463 6082496622 2020-02-29 12.148.196.43 2020-02-29 16:30:31 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7B929D470FAB8027D85E41882740AD1C7455F91E 2019 2020-11-19 02:30:22Z X 8524463 X 0 X 171941 171941 63459 2101401 169283 235400 341224 0 0 0 685 0 0 2494 2494 0 35390 35390 0 7471 0 0 46040 37884 0 472000 472000 518040 37884 472000 -282640 303340 27590 19940 19940 182924 706993 706993 7501208 6158988 6158988 0 1638542 1638542 7711722 8524463 8524463 0 0 X 0 0 0 0 7711722 8524463 7711722 8524463 7711722 8524463 7711722 -282640 1095381 8524463 0 8524463 PUBLICLY TRADED SECURITIES-PURCHASED 1540473 1690456 -149983 -149983 PUBLICLY TRADED SECURITIES-ACQUIRED BY DONATION 352697 241662 111035 111035 CAPITAL GAINS DIVIDENDS P 208231 208231 208231 169283 0 475817 8054965 0.059071 431187 7471419 0.057712 367626 6701862 0.054854 355199 6553164 0.054203 324746 6575873 0.049384 0.275224 0.055045 8307773 457301 3033 460334 472000 X 3033 0 3033 0 3033 5700 0 0 5700 0 2667 2667 0 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 8163324 270963 0 8434287 0 0 8434287 126514 8307773 415389 415389 3033 3033 412356 0 412356 0 412356 472000 0 472000 3033 468967 412356 0 0 10617 10617 472000 0 0 0 412356 59644 0 0 70261 0 0 0 0 0 0 0 70261 10617 59644 MATTHEW D SILVERSTEIN X ADDED VALUE PO BOX 310028 BROOKLYN NY 11231 NOT APPLICABLE PC YOUTH EMPOWERMENT AND ENVIRONMENTAL JUSTICE 10000 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 CHIEF BLACKBIRD CENTER BLACK RIVER BAND 1 MAPLE LN ODANAH WI 54861 NOT APPLICABLE PC PROVIDE GOVERNMENT SERVICES TO TRIBAL MEMBERS 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 FUNDING FOR THE HEAD START PROGRAM 10000 DOCTORS WITHOUT BORDERS 333 7TH AVENUE 2ND FLOOR NEW YORK NY 10001 NOT APPLICABLE PC MEDICAL AID TO PERSONS WHOSE SURVIVAL IS THREATENED 15000 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 5000 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 FOUNDATION FOR MADISON PUBLIC SCHOOLS 455 SCIENCE DR STE 130 MADISON WI 53711 NOT APPLICABLE PC EDUCATIONAL PURPOSES AT THE DISCRETION OF THE CHARITY 15000 HAZELDEN BETTY FORD FOUNDATION PO BOX 11 OS 3 CENTER CITY MN 55012 NOT APPLICABLE PC REMOVE BARRIERS TO RECOVERY FROM ADDICTION 5000 HIPS ROAD INC 347 FIFTH AVE NEW YORK NY 10016 NOT APPLICABLE PC SUPPORT FUNDING FOR RECORDING ARTISTS 8000 HODAN CENTER INC 941 W FOUNTAIN ST MINERAL POINT WI 53565 NOT APPLICABLE PC COMMUNITY REHABILITATION PROGRAMS FOR ADULTS WITH DISABILITY 40000 KANSAS CITY ART INSTITUTE 4415 WARWICK BLVD KANSAS CITY MO 64111 NOT APPLICABLE PC EDUCATE THE ARTISTS AND DESIGNERS OF TOMORROW 8000 KEEP WISCONSIN WARM FUND PO BOX 68 MADISON WI 53701 NOT APPLICABLE PC PROVIDING HEAT AND POWER TO THOSE MOST IN NEED 10000 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 25000 MADISON MUSEUM OF CONTEMPORARY ART 227 STATE ST MADISON WI 53705 NOT APPLICABLE PC EXHIBIT, COLLECT, PRESERVE AND INTERPRET MODERN AND CONTEMPORARY ART 10000 MARTHA'S VINEYARD ANIMAL SHELTER 1 PENNYWISE PATH EDGARTOWN MA 02539 NOT APPLICABLE PC PROVIDE SHELTER, CARE, LOVE TO DOMESTICATED HOMELESS ANIMALS 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 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 8000 RECOVERY FOUNDATION 5005 UNIVERSITY AVE MADISON WI 53705 NOT APPLICABLE PC SUPPORT RECOVERY FROM SUBSTANCE USE DISORDERS 7000 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 20000 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 STUDIOS OF KEY WEST 533 EATON ST KEY WEST FL 33040 NOT APPLICABLE PC PROVIDE A SUPPORTIVE ENVIRONMENT FOR CREATIVE EXPERIENCE 5000 TRUEFALSE FILM FEST 5 SOUTH NORTH ST SUITE 205 COLUMBIA MO 65201 NOT APPLICABLE PC SUPPORT OF CINEMATIC ARTS 7000 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 OF AFRICAN AMERICANS, POC, ECONOMICALLY DISADVANTAGED 8000 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 8000 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 472000 0 14 171941 18 63459 0 235400 0 235400 0 0 0 0 0 0 0 0 0 0 BAKER TILLY VIRCHOW KRAUSE, LLP - 2018 TAX RETURN PREPARATION 2494 2494 0 ABNDX 311360 311360 NPSCX 158508 158508 TPINX 343875 343875 TGTRX 144309 144309 TTRCX 58989 58989 VFIIX 365534 365534 VIPSX 255967 255967 949763SK3 150105 150105 CWGIX 313977 313977 DWGAX 221992 221992 AMRMX 236591 236591 NEWFX 520962 520962 AWSHX 378485 378485 CTSIX 518293 518293 FLPSX 227380 227380 FEFAX 212694 212694 SGENX 631913 631913 SGGOX 243050 243050 FBOIX 319665 319665 FROPX 245616 245616 HLFMX 123355 123355 JENSX 301763 301763 FGIAX 309191 309191 NPSAX 65898 65898 FREAX 256967 256967 NSBCX 218396 218396 TEMMX 177034 177034 VGHAX 264380 264380 VWINX 221281 221281 STAFFORD ROSENBAUM LLP- LEGAL/RESEARCH QUALIFYING DONEES 685 0 0 CHANGE IN UNREALIZED GAINS ON INVESTMENTS 1095381 BUTTONWOOD PARTNERS, INC. - INVESTMENT MANAGEMENT FEES 35390 35390 0 DEPT OF TREASURY: IRS-2019 EXCISE TAX ESTIMATED TAX PAYMENT 5700 0 0 DEPT OF TREASURY: IRS-2018 EXCISE TAX BALANCE DUE 1771 0 0