2019-09-27T08:27:07-05:00 2018-12-31 390974031 WEGNER CPAS LLP PO BOX 150 BARABOO WI 53913 990PF 2018-01-01 822979475 TATE AND FRIENDS FOUNDATION INC TATE 6083563966 PO BOX 150 BARABOO WI 53913 SAMANTHA WESTON PRESIDENT/ TREASURER 6083563966 2019-09-25 1 KATHLEEN MERING CPA P01248611 6083563966 66.222.124.178 2019-09-25 13:08:47 CD P 50C9C09D56ED613F9D7879BDC11063DCF385CB9F A96B1416366478026A2CC375412DF25E2CE3E204 2018 2019-02-21 02:37:17Z X 4739728 X 1120221 X 75043 31682 12870 12870 271952 6106410 265408 1480086 297090 0 0 0 21547 6464 15083 1934 1160 774 37585 37585 0 15000 0 0 453 0 0 76519 45209 15857 5742172 5742172 5818691 45209 5758029 -4338605 251881 99000 128638 128638 17702 17702 0 120646 183435 8916544 4409953 4409953 9015544 4676939 4739728 0 0 X 9015544 4676939 9015544 4676939 9015544 4676939 9015544 -4338605 0 4676939 0 4676939 SECURITIES 31884 26389 5495 5495 SECURITIES 141443 111494 29949 29949 CRW INVESTMENTS LLC - K-1 D 1040 1040 1040 CRW INVESTMENTS LLC - K-1 D 25499 25499 25499 CRW INVESTMENTS PARTNERSHIP UNITS D 5900000 5696575 203425 203425 265408 0 0 4762176 0.000000 0.000000 0.000000 6956954 0 2519 2519 5758029 X 2519 0 2519 0 2519 3329 0 0 3329 0 810 810 0 0 0 0 0 0 0 0 0 0 0 0 1 WI 1 0 0 0 0 1 N/A SAMANTHA WESTON 6083563966 PO BOX 150 BARABOO WI 53913 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SAMANTHA WESTON 2809 HOLLYHOCK STREET FITCHBURG WI 53711 PRESIDENT/TREASURER 1.00 0 0 0 DEIRDRE GARTON 2809 HOLLYHOCK STREET FITCHBURG WI 53711 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 OUR FOUNDATION WAS FORMED IN 2017. OUR GOAL IS TO SUPPORT TAX-EXEMPT ORGANIZATIONS WHOSE PROGRAMS HAVE A SIGNIFICANT IMPACT ON OUR COMMUNITY. THE FOUNDATION AWARDED 28 GRANTS IN 2018. 5742172 0 6642761 420136 0 7062897 0 0 7062897 105943 6956954 347848 347848 2519 2519 345329 0 345329 0 345329 5758029 0 5758029 2519 5755510 345329 47246 0 0 5758029 47246 0 0 345329 5365454 0 0 5365454 0 0 0 0 0 0 0 5365454 5365454 X MADISON COMMUNITY FOUNDATION 111 N FAIRCHILD ST STE 260 MADISON WI 53703 N/A PC FUND FOR THE MADISON PUBLIC LIBRARY FOUNDATION 1021174 UNIVERSITY OF WISCONSIN FOUNDATION 1848 UNIVERSITY AVE MADISON WI 53726 N/A PC CHERYL ROSEN WESTON FUND FOR JUSTICE, LAW AND SOCIETY 1025538 JEWISH FEDERATION OF MADISON INC 6434 ENTERPRISE LN MADISON WI 53719 N/A PC SUPPORT GENERAL MISSION 771552 UNIVERSITY OF WISCONSIN FOUNDATION 1848 UNIVERSITY AVE MADISON WI 53726 N/A PC DR. DANIEL L. MULKERIN CANCER EDUCATION AND RESEARCH FUND SCHOOL OF MEDICINE AND PUBLIC HEALTH UW CARBONE CANCER CENTER 500000 JEWISH SOCIAL SERVICES OF MADISON INC 6434 ENTERPRISE LN MADISON WI 53719 N/A PC SUPPORT GENERAL MISSION 375000 UNIVERSITY OF WISCONSIN FOUNDATION 1848 UNIVERSITY AVE MADISON WI 53726 N/A PC HILLEL UNIVERSITY OF WISCONSIN-MADISON FUND 375000 UNIVERSITY OF WISCONSIN FOUNDATION 1848 UNIVERSITY AVE MADISON WI 53726 N/A PC LOAN REPAYMENT ASSISTANCE PROGRAM 125000 UNIVERSITY OF WISCONSIN FOUNDATION 1848 UNIVERSITY AVE MADISON WI 53726 N/A PC STUDENT SUPPORT AND RECRUITMENT FUND 125000 MADISON ROTARY FOUNDATION 2 S CARROLL ST STE 255 MADISON WI 53703 N/A PC SUPPORT GENERAL MISSION 150000 AMERICAN CIVIL LIBERTIES UNION INC 125 BROAD ST 18TH FL NEW YORK NY 10033 N/A PC SUPPORT GENERAL MISSION 150000 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 220 EAST 42ND ST NEW YORK NY 10017 N/A PC SUPPORT GENERAL MISSION 100000 KNOX COLLEGE 2 EAST SOUTH STREET K-147 GALESBURG IL 61401 N/A PC SUPPORT GENERAL MISSION 100000 MADISON COMMUNITY FOUNDATION 111 N FAIRCHILD ST STE 260 MADISON WI 53703 N/A PC ENDOWMENT FUND OF A FUND FOR WOMEN 100000 PLANNED PARENTHOOD FEDERATION OF AMERICA INC 123 WILLIAM ST NEW YORK NY 10038 N/A PC SUPPORT GENERAL MISSION 150000 THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL 1560 SHERMAN AVE EVANSTON IL 60201 N/A PC SUPPORT GENERAL MISSION 100000 UNIVERSITY OF WISCONSIN FOUNDATION 1848 UNIVERSITY AVE MADISON WI 53726 N/A PC GREAT PEOPLE SCHOLARSHIP PROGRAM 100000 OPERATION FRESH START INC 1925 WINNEBAGO ST MADISON WI 53704 N/A PC SUPPORT GENERAL MISSION 40000 PORCHLIGHT INC 306 N BROOKS ST MADISON WI 53715 N/A PC SUPPORT GENERAL MISSION 40000 UNIVERSITY OF WISCONSIN FOUNDATION 1848 UNIVERSITY AVE MADISON WI 53726 N/A PC RESPOND FUND 100000 SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN INC 2802 DAIRY DR MADISON WI 53718 N/A PC SUPPORT GENERAL MISSION 40000 END DOMESTIC ABUSE WISCONSIN 1245 E WASHINGTON AVE STE 150 MADISON WI 53703 N/A PC SUPPORT GENERAL MISSION 15000 LEAGUE OF WOMEN VOTERS OF WISCONSIN INC 612 W MAIN ST 200 MADISON WI 53703 N/A PC SUPPORT GENERAL MISSION 20000 LEGAL ACTION OF WISCONSIN INC 230 W WELLS ROOM 800 MILWAUKEE WI 53203 N/A PC SUPPORT GENERAL MISSION 20000 IRWIN A AND ROBERT D GOODMAN COMMUNITY CENTER INC 214 WAUBESA ST MADISON WI 53704 N/A PC SUPPORT GENERAL MISSION 15000 THE DANE COUNTY HUMANE SOCIETY 5132 VOGES RD MADISON WI 53718 N/A PC SUPPORT GENERAL MISSION 15000 FRIENDS OF WISCONSIN PUBLIC TELEVISION INC 821 UNIVERSITY AVE NO 1076 MADISON WI 53706 N/A PC SUPPORT GENERAL MISSION 8908 WISCONSIN PUBLIC RADIO ASSOCIATION INC 821 UNIVERSITY AVE MADISON WI 53706 N/A PC SUPPORT GENERAL MISSION 10000 COMMUNITY JUSTICE INCORPORATED 214 N HAMILTON ST STE 101 MADISON WI 53703 N/A PC SUPPORT GENERAL MISSION 150000 5742172 0 14 75043 16 12870 18 271952 0 359865 0 359865 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 1934 1160 774 SECTION 1231 GAIN - K-1 DONATED 6544 0 6544 EQUITIES 120646 183435 CRW INVESTMENTS LLC AT COST 4409953 4409953 LEGAL 21547 6464 15083 MISCELLANEOUS 453 0 0 INVESTMENT MANAGEMENT FEES - K-1 27383 27383 0 INVESTMENT MANAGEMENT FEES 10202 10202 0 EXCISE TAXES ON NET INVESTMENT INCOME 15000 0 0