MADISON GAS & ELECTRIC FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MADISON GAS & ELECTRIC FOUNDATION INC (EIN 39-6098118)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201803189349100540
- Schema version
- 2017v2.3
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T10:33:29-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | JEFFREY NEWMAN | PersonNm |
| Person Title | SECRETARY AND TREASURER | PersonTitleTxt |
| Phone | 6082527070 | PhoneNum |
| Signature | 2018-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKE HABLEWITZ CPA | PreparerPersonNm |
| PTIN | P01259157 | PTIN |
| Phone | 6082744020 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.222.124.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-08 | IPDt |
| IP Tm | 12:35:23 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 68342E75F01A61EB9B1EE0111EA88A19222854B3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B169A553E6FC674180C4B0C62460B1C0CC916730 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,401,917 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $374,289 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $345,547 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $921,848 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,165,511 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $921,848 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,259,505 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,296,137 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,526,900 | 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 |
| Accounting Fees Rev And Expnss | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $340 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,360 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $88,745 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,807 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,938 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $90,445 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,147 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,298 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,185,224 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,185,224 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,275,669 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,147 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,205,522 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,020,468 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,456,753 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $73,862 | CashBOYAmt |
| Cash EOY | $132,448 | CashEOYAmt |
| Cash EOYFMV | $132,448 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $528,641 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $526,441 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $526,441 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $2,000,000 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $2,000,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $2,000,000 | PledgesRcvblEOYFMVAmt |
| Corporate Stock BOY | $16,625,759 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,066,776 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,066,776 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,688,598 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,676,252 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,676,252 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $22,916,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,401,917 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,401,917 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $22,916,860 | UnrestrictedBOYAmt |
| Unrestricted EOY | $27,401,917 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,916,860 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,401,917 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,916,860 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,401,917 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,916,860 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,020,468 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,464,589 | OtherIncreasesAmt |
| Subtotal | $27,401,917 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,401,917 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| K-1, CFI MULTI-STRATEGY BOND FUND | P | $48,860 | $27,520 | $21,340 | $21,340 |
| K-1, CFI MULTI-STRATEGY BOND FUND | P | $1,920,000 | $1,029,437 | $890,563 | $890,563 |
| K-1, COMMONFUND INSTITUTIONAL MULTI-STRATEGY EQUITY FUND | P | $16,651 | $15,806 | $845 | $845 |
| K-1, COMMONFUND INSTITUTIONAL MULTI-STRATEGY EQUITY FUND | P | $180,000 | $170,900 | $9,100 | $9,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $921,848 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,102,666 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,923,629 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050296 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,114,693 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,499,239 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049544 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $971,338 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,318,292 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047806 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $807,059 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,445,855 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049074 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $715,470 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,167,738 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050500 | DistributionYr5Rt |
| Total Distribution | 0.247220 | TotalDistributionRt |
| Average Distribution | 0.049444 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $24,129,337 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,193,051 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $24,568 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,217,619 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,205,522 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49,135 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $49,135 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $49,135 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $51,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $60,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,865 | OverpaymentAmt |
| Applied To ES Tax | $10,865 | 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 | 0 | 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 | Yes (1) | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| GARY WOLTER | ||||||||
| 133 S BLAIR ST | MADISON | WI | 537880001 | PRESIDENT | 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 |
| CRAIG FENRICK | ||||||||
| 133 S BLAIR ST | MADISON | WI | 537880001 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEFFREY KEEBLER | ||||||||
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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. DURING 2017, GRANTS WERE PROVIDED TO 169 ORGANIZATIONS. | Description1Txt |
| Expenses1 | $1,185,224 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,373,567 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $123,222 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,496,789 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,496,789 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $367,452 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,129,337 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,206,467 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,206,467 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49,135 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49,135 | TotalTaxAmt |
| Distributable Before Adj | $1,157,332 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,157,332 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,157,332 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,205,522 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,205,522 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,205,522 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,157,332 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $25,667 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,924 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $25,251 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,421 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $97,263 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,205,522 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,157,332 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $48,190 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $145,453 | 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 | $25,667 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $119,786 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,924 | ExcessFromYear4Amt |
| Excess From Year2 | $25,251 | ExcessFromYear2Amt |
| Excess From Year1 | $24,421 | ExcessFromYear1Amt |
| Excess From Current Year | $48,190 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BONNIE JUUL | 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 | 6082527279 | 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 (169 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE ELECTRIC GROUP | ||||||||
| 2200 KILGUST RD | MADISON | WI | 53713 | N/A | NC | HOLIDAY FANTASY IN LIGHTS | $4,000 | |
| 100 BLACK MEN OF MADISON INC | ||||||||
| PO BOX 787 | MADISON | WI | 537010787 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| 1000 FRIENDS OF WISCONSIN | ||||||||
| 16 N CARROL ST SUITE 800 | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| ACCESS COMMUNITY HEALTH CENTERS | ||||||||
| 2901 W BELTLINE HWY 120 | MADISON | WI | 537134231 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| AFP GREATER MADISON CHAPTER P-DAY | ||||||||
| POBOX 45046 | MADISON | WI | 53744 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| AFRICAN ASSOCIATION OF MADISON INC | ||||||||
| PO BOX 1016 | MADISON | WI | 537011016 | N/A | PC | GENERAL SUPPORT | $500 | |
| AIDS RESOURCE CENTER OF WISCONSIN | ||||||||
| PO BOX 510498 | MILWAUKEE | WI | 532030092 | N/A | PC | GENERAL SUPPORT | $12,500 | |
| ALDO LEOPOLD NATURE CENTER | ||||||||
| 330 FEMRITE DR | MADISON | WI | 53716 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| ALZHEIMERS AND DEMENTIA ALLIANCE OF WI | ||||||||
| 517 NORTH SEGOE RD SUITE 301 | MADISON | WI | 53705 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 2850 DAIRY DR SUITE 300 | MADISON | WI | 53718 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| ARTS WISCONSIN | ||||||||
| PO BOX 1054 | MADISON | WI | 537011054 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| ASSET BUILDERS OF AMERICA INC | ||||||||
| 1228 SHERMAN AVE | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| BACH DANCING AND DYNAMITE SOCIETY | ||||||||
| PO BOX 2348 | MADISON | WI | 537012348 | N/A | PC | GENERAL SUPPORT | $500 | |
| BADGER AIR COMMUNITY COUNCIL INC | ||||||||
| 3250 CONSERVANCY ESTATES | SUN PRAIRIE | WI | 53590 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| BADGER CHILDHOOD CANCER NETWORK | ||||||||
| 3617 ROLLING HILL DR | MIDDLETON | WI | 53562 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| BADGER HONOR FLIGHT INC | ||||||||
| PO BOX 258066 | MADISON | WI | 53725 | N/A | PC | GENERAL SUPPORT | $500 | |
| BAYVIEW FOUNDATION INC | ||||||||
| 601 BAYVIEW TRIANGLE | MADISON | WI | 53715 | N/A | PC | GENERAL SUPPORT | $2,150 | |
| BIG BROTHERS BIG SISTERS OF DANE COUNTY | ||||||||
| 2059 ATWOOD AVE 2 | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| BOYS AND GIRLS CLUB | ||||||||
| 2001 TAFT STREET | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $6,750 | |
| BOYS AND GIRLS CLUB OF DANE COUNTY - VAN SUPPORT | ||||||||
| 2001 TAFT STREET | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| BRAILLE LIBRARY AND TRANSCRIBING SERVICES INC | ||||||||
| 517 N SEGOE RD | MADISON | WI | 537053172 | N/A | PC | GENERAL SUPPORT | $500 | |
| BRIARPATCH YOUTH SERVICES | ||||||||
| 2720 RIMROCK RD | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $12,500 | |
| CANOPY CENTER | ||||||||
| PO BOX 1231 | MADISON | WI | 537011231 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| CAPITAL AREA REGIONAL PLANNING COMMISSION | ||||||||
| 210 MARTIN LUTHER KING JR BLVD | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $7,500 | |
| CAPITAL CITY THEATER | ||||||||
| 219 NAUTILUS DR APT A | MADISON | WI | 53705 | N/A | PC | GENERAL SUPPORT | $4,000 | |
| CATHOLIC CHARITIES MADISON INC | ||||||||
| 702 S HIGH POINT RD 209 | MADISON | WI | 53719 | N/A | PC | GENERAL SUPPORT | $2,900 | |
| CEDEDS | ||||||||
| POBOX 8577 | MADISON | WI | 537088577 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CENTER FOR COMMUNITY STEWARDSHIP | ||||||||
| 354 W MAIN ST | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $5,500 | |
| CENTRO HISPANO OF DANE COUNTY | ||||||||
| 810 W BADGER RD | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $2,700 | |
| CHARLES HAMILTON HOUSTON INSTITUTE | ||||||||
| PO BOX 620765 | MIDDLETON | WI | 53562 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| CHILDREN'S DYSLEXIA CENTER - MADISON | ||||||||
| 301 WISCONSIN AVE | MADISON | WI | 537032107 | N/A | PC | GENERAL SUPPORT | $250 | |
| CLEAN LAKES ALLIANCE | ||||||||
| 150 E GILMAN ST 2600 | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| CLEAN WISCONSIN | ||||||||
| 634 W MAIN ST 300 | MADISON | WI | 537032687 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| COMMUNITY ACTION COALITION | ||||||||
| 1717 S STOUGHTON RD | MADISON | WI | 537042605 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| COMMUNITY PARTNERSHIPS INC | ||||||||
| 1334 DEWEY CT | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| COMMUNITY SHARES OF WISCONSIN | ||||||||
| 612 W MAIN ST 200 | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| COOL CHOICESWI SUSTAINABLE BUSINESS COUNCIL | ||||||||
| 5810 IDLEDALE CIRCLE | MADISON | WI | 53711 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| COULEECAP INC | ||||||||
| 201 MELBY ST | WESTBY | WI | 54667 | N/A | PC | GENERAL SUPPORT | $2,050 | |
| CTM THEATER | ||||||||
| 228 STATE ST | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| DANE COUNTY CASA | ||||||||
| 210 MARTIN LUTHER KING JR BLVD STE | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $750 | 356 |
| DANE DANCES | ||||||||
| PO BOX 1672 | MADISON | WI | 53701 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| DISABILITY PRIDE MADISONATI | ||||||||
| PO BOX 70795 | MADISON | WI | 53707 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| DISABILITY RIGHTS WISCONSIN INC | ||||||||
| 131 W WILSON ST 700 | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| DOMESTIC ABUSE INTERVENTION SERVICES | ||||||||
| 2102 FORDEM AVENUE | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $16,666 | |
| DOMESTIC ABUSE INTERVENTION SERVICES | ||||||||
| 2102 FORDEM AVENUE | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| DOWNTOWN MADISON PARTNERS INC | ||||||||
| 122 W WASHINGTON AVE 250 | MADISON | WI | 537032732 | N/A | PC | GENERAL SUPPORT | $8,300 | |
| EASTER SEALS WISCONSIN | ||||||||
| 8001 EXCELSIOR DR 200 | MADISON | WI | 53717 | N/A | PC | GENERAL SUPPORT | $500 | |
| EDGEWOOD COLLEGE SCHOLARSHIP FUND | ||||||||
| 1000 EDGEWOOD COLLEGE DR | MADISON | WI | 537111997 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| ELVEHJEM NEIGHBORHOOD ASSOCIATION | ||||||||
| 1201 DROSTER RD | MADISON | WI | 53716 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| FAIRSHARE CSA COALITION | ||||||||
| 303 S PATERSON ST SUITE 1B | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| FAMILY SERVICE MADISON | ||||||||
| 128 E OLIN AVE | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| FORWARD LEARNING YOUTH & YOUNG ADULTS | ||||||||
| 3 MARSH CT | MADISON | WI | 53718 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| FORWARD THEATER COMPANY | ||||||||
| PO BOX 14574 | MADISON | WI | 53708 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| FOUNDATION FOR MADISON'S PUBLIC SCHOOLS | ||||||||
| 101 NOB HILL RD SUITE 300 | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $12,500 | |
| GATHERING WATERS | ||||||||
| 211 S PATERSON ST STE 270 | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| GIRLS ON THE RUN OF SC WISCONSIN | ||||||||
| 901 DEMING WAY 102 | MADISON | WI | 537171979 | N/A | PC | GENERAL SUPPORT | $500 | |
| GOODMAN COMMUNITY CENTER | ||||||||
| 149 WAUBESA ST | MADISON | WI | 537045430 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| GREAT LAKES TRANSPORTATION ENTERPRISE INSTITUTE | ||||||||
| 1415 ENGINEERING DR | MADISON | WI | 53706 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| GREATER MADISON CHAMBER OF COMMERCE FOUNDATION | ||||||||
| 615 E WASHINGTON AVE | MADISON | WI | 53701 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| GREATER MADISON CHAMBER OF COMMERCE FOUNDATION | ||||||||
| 615 E WASHINGTON AVE | MADISON | WI | 53701 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| GREATER MADISON JAZZ CONSORTIUM | ||||||||
| PO BOX 2096 | MADISON | WI | 537012096 | N/A | PC | GENERAL SUPPORT | $500 | |
| HABITAT FOR HUMANITY OF DANE COUNTY | ||||||||
| 1014 FIEDLER LN 29 | MADISON | WI | 537132460 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| HANDEL ARIA COMPETITION INC | ||||||||
| PO BOX 5554 | MADISON | WI | 53705 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| HEALTHY MINDS INNOVATIONS INC | ||||||||
| 625 W WASHINGTON AVE | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| HENRY VILAS ZOO | ||||||||
| 702 S RANDALL AVE | MADISON | WI | 53715 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| HOO'S WOODS | ||||||||
| PO BOX 21 | MILTON | WI | 53563 | N/A | PC | GENERAL SUPPORT | $500 | |
| ICE AGE TRAIL ALLIANCE | ||||||||
| 2110 MAIN ST | CROSS PLAINS | WI | 53528 | N/A | PC | GENERAL SUPPORT | $12,500 | |
| IMMACULATE HEART OF MARY | ||||||||
| 4913 SCHOFIELD ST | MONONA | WI | 53716 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| ITALIAN WORKMEN'S CLUB | ||||||||
| 914 REGENT ST | MADISON | WI | 53715 | N/A | NC | GENERAL SUPPORT | $500 | |
| JOEY'S SONG | ||||||||
| PO BOX 346 | SUN PRAIRIE | WI | 53590 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 434 S YELLOWSTONE DR 201 | MADISON | WI | 53719 | N/A | PC | GENERAL SUPPORT | $250 | |
| KEEP WISCONSIN WARMCOOL FUND | ||||||||
| PO BOX 68 | MADISON | WI | 537010068 | N/A | PC | GENERAL SUPPORT | $160,000 | |
| LILY'S FUND | ||||||||
| 2526 NORWOOD PLACE | MADISON | WI | 53726 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| LITERACY NETWORK OF DANE COUNTY | ||||||||
| 1118 S PARK ST | MADISON | WI | 53715 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| LOCAL 311 CHARITIES | ||||||||
| 33 NOB HILL RD | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $200 | |
| LOGAN'S HEART & SMILES | ||||||||
| PO BOX 259881 | MADISON | WI | 53725 | N/A | PC | GENERAL SUPPORT | $250 | |
| LSSOFF THE SQUARE CLUB | ||||||||
| 705 WINDSOR ST SUITE 304 | SUN PRAIRIE | WI | 53590 | N/A | PC | GENERAL SUPPORT | $500 | |
| MADISON ALL CITY SWIM & DIVE | ||||||||
| 325 WEST OLIN AVENUE | MADISON | WI | 53715 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MADISON AREA SPORTS COMMISION | ||||||||
| 22 E MIFFLIN ST | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| MADISON AREA URBAN MINISTRY | ||||||||
| 2300 S PARK ST SUITE 2022 | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MADISON COLLEGE FOUNDATION | ||||||||
| 3591 ANDERSON ST SUITE 203A | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| MADISON COLLEGE FOUNDATION | ||||||||
| 3591 ANDERSON ST SUITE 203A | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| MADISON COMMUNITY FOUNDATION | ||||||||
| PO BOX 5010 | MADISON | WI | 537050010 | N/A | PC | GENERAL SUPPORT | $7,500 | |
| MADISON COMMUNITY FOUNDATION | ||||||||
| 111 N FAIRCHILD ST SUITE 260 | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $500 | |
| MADISON FIRE FIGHTERS LOCAL 311 | ||||||||
| 33 NOB HILL RD | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $250 | |
| MADISON MEMORIAL HIGH SCHOOL | ||||||||
| 201 S GAMMON RD | MADISON | WI | 53717 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MADISON METROPOLITAN SCHOOL DISTRICT | ||||||||
| 545 W DAYTON ST | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MADISON METROPOLITAN SCHOOL DISTRICT FOUNDATION | ||||||||
| 545 W DAYTON ST | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $140,000 | |
| MADISON METROPOLITAN SEWERAGE DISTRICT | ||||||||
| 1610 MOORLAND RD | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MADISON NONPROFIT DAY | ||||||||
| 2214 ST PAUL AVE | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MADISON OPERA INC | ||||||||
| 335 W MIFFLIN ST | MADISON | WI | 537032513 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MADISON PARKS FOUNDATION | ||||||||
| 1402 WINGRA CREEK PKWY | MADISON | WI | 53715 | N/A | PC | GENERAL SUPPORT | $500 | |
| MADISON PUBLIC LIBRARY FOUNDATION INC | ||||||||
| 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 | |
| MADISON365 | ||||||||
| PO BOX 842 | MADISON | WI | 537010842 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MARCH OF DIMES | ||||||||
| 8517 EXCELSIOR DR SUITE 111 | MADISON | WI | 53717 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| MARTIN LUTHER KING JR COALITION | ||||||||
| 2222 S PARK ST | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| MAYDM | ||||||||
| 14 W MIFFLIN ST | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MENTORING POSITIVES INC | ||||||||
| 414 RETHKE AVE | MADISON | WI | 53714 | N/A | PC | GENERAL SUPPORT | $300 | |
| MERITER FOUNDATION | ||||||||
| 202 S PARK ST | MADISON | WI | 53715 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MIDDLETON OUTREACH MINISTRY | ||||||||
| 3502 PARMENTER ST | MIDDLETON | WI | 53562 | N/A | PC | GENERAL SUPPORT | $500 | |
| MIDDLETON VFW POST #8216 | ||||||||
| PO BOX 620097 | MIDDLETON | WI | 536620097 | N/A | NC | GENERAL SUPPORT | $200 | |
| MONONA COMMUNITY FESTIVAL COMMITTEE INC | ||||||||
| PO BOX 6355 | MONONA | WI | 53716 | N/A | PC | GENERAL SUPPORT | $250 | |
| MONONA GROVE EDUCATION FOUNDATION | ||||||||
| 5700 WINNEQUAH RD | MONONA | WI | 53716 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| MONONA TERRACE | ||||||||
| ONE JOHN NOLEN DR | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| MORAINE PARK FOUNDATION INC | ||||||||
| 235 N NATIONAL AVENUE | FOND DU LAC | WI | 54936 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| NAACP OF DANE COUNTY | ||||||||
| 3 S PINCKNEY ST 724 | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| NATIONAL ALLIANCE FOR MENTAL ILLNESS | ||||||||
| 2059 ATWOOD AVE | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $1,800 | |
| NATIONAL MS SOCIETY - WI CHAPTER | ||||||||
| 1120 JAMES DR A | HARTLAND | WI | 53029 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| NELSON INSTITUTE FOR ENVIRONMENTAL STUDIES | ||||||||
| 550 N PARK ST | MADISON | WI | 53706 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| NORTHEASTSIDE SENIOR COALITION | ||||||||
| 1625 NORTHPORT DR | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| OCCUPAWS GUIDE DOG ASSOCIATION | ||||||||
| PO BOX 45857 | MADISON | WI | 53744 | N/A | PC | GENERAL SUPPORT | $500 | |
| OLBRICH BOTANICAL SOCIETY | ||||||||
| 3330 ATWOOD AVE | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| OMEGA SCHOOL INC | ||||||||
| 835 W BADGER RD | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| ONE CITY EARLY LEARNING CENTERS | ||||||||
| 2012 FISHER ST | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $16,666 | |
| OPERATION FRESH START | ||||||||
| 1925 WINNEBAGO ST | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| OVERTURE CENTER FOR THE ARTS | ||||||||
| 201 STATE STREET | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| PORCHLIGHT INC | ||||||||
| 306 N BROOKS ST | MADISON | WI | 53715 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| PORCHLIGHT INC | ||||||||
| 306 N BROOKS ST | MADISON | WI | 53715 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| RAINBOW PROJECT | ||||||||
| 831 E WASHINGTON AVE | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $1,800 | |
| 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 | $1,000 | |
| RECOVERY FOUNDATION INC | ||||||||
| 5005 UNIVERSITY AVENUE SUITE 100 | MADISON | WI | 53705 | N/A | PC | GENERAL SUPPORT | $500 | |
| RED CABOOSE CHILD CARE CENTER INC | ||||||||
| 654 WILLIAMSON ST | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $13,333 | |
| RIVER ALLIANCE OF WISCONSIN | ||||||||
| 306 E WILSON ST SUITE 2W | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| RIVER FOOD PANTRY | ||||||||
| 2201 DARWIN RD | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF MADISON | ||||||||
| 2716 MARSHALL CT | MADISON | WI | 53705 | N/A | PC | GENERAL SUPPORT | $12,500 | |
| SAFE COMMUNITIES MADISON - DANE COUNTY | ||||||||
| 2453 ATWOOD AVE 209 | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN | ||||||||
| 2802 DAIRY DR | MADISON | WI | 53718 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| SIMPSON FREE PRESS | ||||||||
| PO BOX 6307 | MONONA | WI | 537160307 | N/A | PC | GENERAL SUPPORT | $6,000 | |
| SPIRIT OF GREATER MADISON | ||||||||
| 22 E MIFFLIN ST SUITE 200 | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| SSM HEALTH ST MARY'S FOUNDATION - MADISON | ||||||||
| 700 S PARK ST | MADISON | WI | 53715 | N/A | PC | GENERAL SUPPORT | $12,500 | |
| ST VINCENT DE PAUL | ||||||||
| PO BOX 259686 | MADISON | WI | 53725 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| SUN PRAIRIE PUBLIC LIBRARY FOUNDATION | ||||||||
| 1350 LINNERUD DR | SUN PRAIRIE | WI | 53590 | N/A | PC | GENERAL SUPPORT | $250 | |
| THE FRIENDS OF POPE FARM CONSERVANCY | ||||||||
| 7440 OLD SAUK RD | VERONA | WI | 53593 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| THE ROAD HOME OF DANE COUNTY | ||||||||
| 128 E OLIN AVE SUITE 202 | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| TRI 4 SCHOOLS | ||||||||
| 937 JENNA DR | VERONA | WI | 53593 | N/A | PC | GENERAL SUPPORT | $1,250 | |
| TSWV NPLOOG THOJ FAMILY INC | ||||||||
| 303 MANLEY LANE | COTTAGE GROVE | WI | 53527 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| UNITED MADISON - CENTER FOR COMMUNITY STEWARDSHIP | ||||||||
| 354 W MAIN ST | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| UNITED WAY | ||||||||
| PO BOX 7548 | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $87,375 | |
| UNITED WAY | ||||||||
| PO BOX 7548 | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| UNITED WAY OF DANE COUNTY | ||||||||
| PO BOX 7548 | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| UNITED WAY OF DANE COUNTY | ||||||||
| PO BOX 7548 | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| UNITED WAY OF DANE COUNTY | ||||||||
| PO BOX 7548 | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $12,000 | |
| UNITED WAY OF DANE COUNTY FOUNDATION INC | ||||||||
| 2059 ATWOOD AVE | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $33,334 | |
| URBAN LEAGUE OF GREATER MADISON | ||||||||
| 2222 S PARK ST SUITE 200 | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $1,350 | |
| URBAN LEAGUE OF GREATER MADISON | ||||||||
| 2222 S PARK ST SUITE 200 | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $12,500 | |
| UW FOUNDATION | ||||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| UW FOUNDATION | ||||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | N/A | PC | GENERAL SUPPORT | $250 | |
| UW SCHOOL OF MEDICINE PUBLIC HEALTH | ||||||||
| 750 HIGHLAND AVE | MADISON | WI | 53726 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| UW-MADISON ARTS INSTITUTE | ||||||||
| 326 LATHROP HALL 1050 UNIVERSITY | MADISON | WI | 537061304 | N/A | PC | GENERAL SUPPORT | $1,000 | AVE |
| VERA COURT NEIGHBORHOOD CENTER INC | ||||||||
| 614 VERA CT | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| VERA COURT NEIGHBORHOOD CENTER INC | ||||||||
| 614 VERA CT | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| VERNON ECONOMIC DEVELOPMENT ASSOCIATION | ||||||||
| 1201 N MAIN ST SUITE 6 | VIROQUA | WI | 54665 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| VERY SPECIAL ARTS WISCONSIN | ||||||||
| 1709 ABERG AVE | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $500 | |
| WAUNAKEE NEIGHBORHOOD CONNECTION | ||||||||
| 208 S CENTURY AVE | WAUNAKEE | WI | 53597 | N/A | PC | GENERAL SUPPORT | $300 | |
| WINGRA SCHOOL INC | ||||||||
| 718 GILMORE ST | MADISON | WI | 53711 | N/A | PC | GENERAL SUPPORT | $250 | |
| WISCONSIN ALUMNI RESEARCH FOUNDATION | ||||||||
| 614 WALNUT ST | MADISON | WI | 537262336 | N/A | SO-DP | GENERAL SUPPORT | $1,000 | |
| WISCONSIN ASSOCIATION FOR ENVIRONMENTAL EDUCATION INC | ||||||||
| 800 RESERVE ST 110 TNR | STEVENS POINT | WI | 54481 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| WISCONSIN EXECUTIVE RESIDENCE FOUNDATION INC | ||||||||
| 99 CAMBRIDGE ROAD | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| WISCONSIN EYE PUBLIC AFFAIRS NETWORK | ||||||||
| 122 W WASHINGTON AVE SUITE 200 | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $1,700 | |
| WISCONSIN HISTORICAL FOUNDATION | ||||||||
| PO BOX 260050 | MADISON | WI | 537260050 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| WISCONSIN LITERACY INC | ||||||||
| 211 S PATERSON ST STE 260 | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $500 | |
| WISCONSIN SOCIETY FOR ORNITHOLOGY | ||||||||
| 2022 SHERRYL LANE | WAUKESHA | WI | 53188 | N/A | PC | GENERAL SUPPORT | $500 | |
| WISCONSIN WOMEN IN GOVERNMENT | ||||||||
| PO BOX 2543 | MADISON | WI | 53701 | N/A | PC | GENERAL SUPPORT | $1,350 | |
| WOMEN IN FOCUS INC | ||||||||
| PO BOX 44013 | MADISON | WI | 53744 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| YMCA OF DANE COUNTY | ||||||||
| 711 COTTAGE GROVE RD | MADISON | WI | 53716 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| YWCA MADISON | ||||||||
| 711 COTTAGE GROVE RD | MADISON | WI | 53716 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| ZONTA MADISON FOUNDATION INC | ||||||||
| 6229 SANDSNES LN | MADISON | WI | 53719 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,185,224 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $374,289 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $921,848 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,296,137 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,296,137 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MADISON GAS AND ELECTRIC INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 S BLAIR ST | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537034055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,700 | Amt |
| Net Investment Income | $340 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,360 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|
| THE ITALIAN WORKMEN'S CLUB OF SICILY | ||||||||
| 914 REGENT ST | MADISON | WI | 537151247 | 2017-04-11 | $500 | 2017 FESTA ITALIA | $500 | FUNDS SPENT FOR THE PURPOSE INTENDED |
| THE ELECTRIC GROUP | ||||||||
| 2200 KILGUST RD | MADISON | WI | 53713 | 2017-08-04 | $4,000 | 2017 HOLIDAY FANTASY IN LIGHTS | $4,000 | FUNDS SPENT FOR THE PURPOSE INTENDED |
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 | $6,676,252 | EOYBookValueAmt |
| EOYFMV | $6,676,252 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MGE ENERGY INC. | $1,135,800 | $1,135,800 |
| COMMONFUND-MULTI-STRATEGY EQUITY FUND | $16,930,976 | $16,930,976 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| CFI MULTI-STRATEGY BOND FUND, K-1 | $308,142 |
| COMMONFUND INSTITUTIONAL MULTI-STRATEGY EQUITY FUND, K-1 | $951,363 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NET UNREALIZED GAINS ON INVESTMENTS | $2,423,037 |
| INCOME TAX REFUND | $41,552 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $67,703 | $67,703 | $0 |
| MANAGEMENT FEES | $21,042 | $2,104 | $18,938 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MADISON GAS AND ELECTRIC INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 S BLAIR ST | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537034055 | ZIPCd |
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