2025-11-06T10:08:09-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP PO BOX 7398 MADISON WI 537077398 990PF 2024-01-01 391918462 SUB-ZERO GROUP FOUNDATION INC C/O SUB-ZERO GROUP INC SUB- 6082712233 4717 HAMMERSLEY ROAD MADISON WI 537112708 JAMES J BAKKE PRESIDENT/DIRECTOR 6082712233 2025-11-06 1 1 BRIGID ELLIOTT-BOGER P00089494 6082496622 2025-11-06 2024 2025-03-06 01:10:19Z X 3598722 X X 139198 139198 604962 3453698 604962 744160 744160 0 0 0 12000 0 12000 19696 19696 0 3431 931 0 35127 20627 12000 2818500 2818500 2853627 20627 2830500 -2109467 723533 195458 153019 153019 749981 527512 527512 3226653 1952159 1952159 1637060 966032 966032 5809152 3598722 3598722 0 0 X 0 0 0 0 5809152 3598722 5809152 3598722 5809152 3598722 5809152 -2109467 0 3699685 100963 3598722 PUBLICLY TRADED SECURITIES P 3451272 2848736 602536 602536 CAPITAL GAINS DIVIDENDS P 2426 2426 2426 604962 10057 0 10057 0 10057 2992 0 20000 0 22992 0 12935 12935 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 TONY FOX 4717 HAMMERSLEY ROAD MADISON WI 537112708 TREASURER 1.00 0 0 0 BLAINE R RENFERT 4717 HAMMERSLEY ROAD MADISON WI 537112708 SECRETARY/GENERAL COUNSEL, DIRECTOR 1.00 0 0 0 SUSAN A BAKKE 4717 HAMMERSLEY ROAD MADISON WI 537112708 DIRECTOR 1.00 0 0 0 FREDERICK P SCHWARTZ 4717 HAMMERSLEY ROAD MADISON WI 537112708 DIRECTOR 1.00 0 0 0 MAGGIE M PASCALY 4717 HAMMERSLEY ROAD MADISON WI 537112708 EXECUTIVE DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 5232217 378187 0 5610404 0 0 5610404 84156 5526248 276312 276312 10057 10057 266255 0 266255 0 266255 2830500 0 2830500 266255 0 0 865031 617189 1482220 2830500 0 0 0 266255 2564245 0 0 4046465 0 0 0 0 0 0 0 4046465 865031 617189 2564245 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 N/A PC UNRESTRICTED CHARITABLE GRANT 20000 ALDO LEOPOLD NATURE CENTER 330 FEMRITE DRIVE MONONA WI 53719 N/A PC UNRESTRICTED CHARITABLE GRANT 1000 AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC 20006 N/A PC UNRESTRICTED CHARITABLE GRANT 50000 BABIES AND BEYOND 1922 S STOUGHTON RD MADISON WI 53716 N/A PC UNRESTRICTED CHARITABLE GRANT 1000 BADGER PRAIRIE NEEDS NETWORK 1200 E VERONA VERONA WI 53593 N/A PC UNRESTRICTED CHARITABLE GRANT 75000 BADGER ROCK NEIGHBORHOOD CENTER 501 E BADGER RD MADISON WI 53713 N/A PC UNRESTRICTED CHARITABLE GRANT 10000 BAYVIEW FOUNDATION 103 LA MARIPOSA LN MADISON WI 53715 N/A PC UNRESTRICTED CHARITABLE GRANT 25000 BEYOND TYPE 1 400 CONCAR DR SAN MATEO CA 94402 N/A PC UNRESTRICTED CHARITABLE GRANT 10000 BIG BROTHERS AND BIG SISTERS OF DANE COUNTY 2059 ATWOOD AVENUE SUITE 2 MADISON WI 53704 N/A PC UNRESTRICTED CHARITABLE GRANT 10000 BREAKTHROUGH T1D PO BOX 5021 HAGERSTOWN MD 21741 N/A PC UNRESTRICTED CHARITABLE GRANT 30000 CHEF ANN FOUNDATION 1495 CANYON BLVD STE MAIN BOULDER CO 80302 N/A PC UNRESTRICTED CHARITABLE GRANT 50000 CLEAN LAKES ALLIANCE 150 E GILMAN STREET SUITE 2600 MADISON WI 53703 N/A PC UNRESTRICTED CHARITABLE GRANT 1000 EAST MADISON COMMUNITY CENTER 8 STRAUBEL CT MADISON WI 53704 N/A PC UNRESTRICTED CHARITABLE GRANT 20000 GOODMAN COMMUNITY CENTER 149 WAUBESA STREET MADISON WI 53704 N/A PC UNRESTRICTED CHARITABLE GRANT 25000 HAWKEYE AREA COMMUNITY ACTION PROGRAM PO BOX 490 HIAWATHA IA 52233 N/A PC UNRESTRICTED CHARITABLE GRANT 10000 JUNIOR ACHIEVEMENT 11111 W LIBERTY DR MILWAUKEE WI 53224 N/A PC UNRESTRICTED CHARITABLE GRANT 1500 KAMMER FAMILY FOUNDATION 6418 NORMANDY LANE SUITE 220 MADISON WI 53719 N/A PF UNIVERSITY AVENUE CHRISTMAS LIGHTS 500 KEEP WISCONSIN WARMCOOL FUND PO BOX 68 MADISON WI 53701 N/A PC UNRESTRICTED CHARITABLE GRANT 2000 LUSSIER COMMUNITY EDUCATION CENTER 55 S GAMMON ROAD MADISON WI 53717 N/A PC UNRESTRICTED CHARITABLE GRANT 10000 MADISON AREA FOOD PANTRY GARDENS PO BOX 5116 MADISON WI 53705 N/A PC UNRESTRICTED CHARITABLE GRANT 25000 MADISON PUBLIC SCHOOLS FOUNDATION INC 2005 W BELTLINE HWY SUITE 203 MADISON WI 53713 N/A PC UNRESTRICTED CHARITABLE GRANT 50000 MAKE-A-WISH FOUNDATION 1702 E HIGHLAND AVENUE SUITE 400 PHOENIX AZ 85016 N/A PC UNRESTRICTED CHARITABLE GRANT 1500 MATTHEW 25 MINISTRIES 11060 KENWOOD ROAD BLUE ASH OH 45242 N/A PC UNRESTRICTED CHARITABLE GRANT 20000 REAP FOOD GROUP 306 E WILSON STREET 2W MADISON WI 53703 N/A PC UNRESTRICTED CHARITABLE GRANT 25000 RIVER FOOD PANTRY 2201 DARWIN ROAD MADISON WI 53704 N/A PC UNRESTRICTED CHARITABLE GRANT 250000 RSVP OF DANE COUNTY 6501 WATTS ROAD SUITE 250 MADISON WI 53719 N/A PC UNRESTRICTED CHARITABLE GRANT 500 SECOND HARVEST FOOD BANK 2802 DAIRY DRIVE MADISON WI 53718 N/A PC UNRESTRICTED CHARITABLE GRANT 25000 SOCIETY OF ST VINCENT DE PAUL 2033 FISH HATCHERY ROAD MADISON WI 53713 N/A PC UNRESTRICTED CHARITABLE GRANT 25000 SPECIALTY CARE FREE CLINIC 1409 EMIL STREET MADISON WI 53713 N/A PC UNRESTRICTED CHARITABLE GRANT 5000 SUNSHINE PLACE INC 18 RICKEL RD SUN PRAIRIE WI 53590 N/A PC UNRESTRICTED CHARITABLE GRANT 25000 THE FIRST TEE 2819 ROYAL AVE MADISON WI 53713 N/A PC UNRESTRICTED CHARITABLE GRANT 5000 UNITED WAY OF DANE COUNTY 2059 ATWOOD AVENUE MADISON WI 53704 N/A PC UNRESTRICTED CHARITABLE GRANT 104500 URBAN FARMING EDUCATION 1634 N 19TH AVE PHOENIX AZ 85009 N/A PC UNRESTRICTED CHARITABLE GRANT 10000 WAYFORWARD RESOURCES INC 3502 PARMENTER ST MIDDLETON WI 53562 N/A PC UNRESTRICTED CHARITABLE GRANT 25000 WISCONSIN LIONS FOUNDATION 3834 COUNTY RD A ROSHOLT WI 54473 N/A PC UNRESTRICTED CHARITABLE GRANT 10000 YMCA OF DANE COUNTY 5515 MEDICAL CIR MADISON WI 53719 N/A PC UNRESTRICTED CHARITABLE GRANT 1860000 2818500 0 14 139198 18 604962 0 744160 0 744160 0 0 0 0 0 0 0 0 0 0 KAMMER FAMILY FOUNDATION INC 6418 NORMANDY LANE SUITE 220 MADISON WI 53719 2024-12-05 500 UNIVERSITY AVENUE HOLIDAY LIGHTS 500 NONE DECEMBER 27, 2024 2024-12-27 FUNDS WERE PROPERLY USED FOR HOLIDAY LIGHTS. GOLDMAN SACHS CORPORATE FIXED INCOME 966032 966032 ISHARES S&P 500 INDEX FUND 1351920 1351920 ISHARES RUSSELL 2000 SMALL-CAP INDEX FUND 113636 113636 ISHARES MSCI EAFE INTERNATIONAL INDEX FUND 436823 436823 SSGA EMERGING MARKETS EQUITY INDEX FUND 49780 49780 527512 527512 0 0 LEGAL FEES 12000 0 12000 CHANGE IN UNREALIZED GAIN 100963 GS INVESTMENT FEES 19696 19696 0 FEDERAL EXCISE TAXES 2500 0 0 FOREIGN TAX PAID ON INVESTMENT INCOME 931 931 0