PLEASANT T ROWLAND FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PLEASANT T ROWLAND FOUNDATION (EIN 39-1868295)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-13
IRS object ID
202543179349103654
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-13T15:55:07-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391774588PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VOGEL CONSULTING GROUP SCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13415 GATEWAY ROADAddressLine1Txt
CityBROOKFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53045ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391868295EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PLEASANT T ROWLAND FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPLEABusinessNameControlTxt
Phone6087292811PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13415 GATEWAY ROAD 200AddressLine1Txt
CityBROOKFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP530455111ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRHONA E VOGELPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone6087292811PhoneNum
Signature2025-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRHONA VOGELPreparerPersonNm
PTINP00365916PTIN
Phone2627904960PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$81,333,485FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,378ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$442,906InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$442,906InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$773,376DividendsRevAndExpnssAmt
Dividends Net Invst Incm$773,376DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,665,360NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$26,301,423GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,099,685CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$107,341OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$107,341OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$6,992,361TotalRevAndExpnssAmt
Total Net Invst Incm$7,423,308TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$508,173AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$406,538AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$19,364TaxesRevAndExpnssAmt
Taxes Net Invst Incm$19,364TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,081,558OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,081,558OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,609,095TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,507,460TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,340,311ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,340,311ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,949,406TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,507,460TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,340,311TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,957,045ExcessRevenueOverExpensesAmt
Net Investment Income$5,915,848NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,788,394SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,509,653SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,509,653SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$7,302,654AcctRcvblAmt
Acct Rcvbl EOY$7,302,654AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$7,302,654AcctRcvblEOYFMVAmt
Corporate Stock BOY$54,647,945CorporateStockBOYAmt
Corporate Stock EOY$60,516,095CorporateStockEOYAmt
Corporate Stock EOYFMV$60,516,095CorporateStockEOYFMVAmt
Other Investments BOY$6,788,554OtherInvestmentsBOYAmt
Other Investments EOY$5,083OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,083OtherInvestmentsEOYFMVAmt
Other Assets BOY$12,000,000OtherAssetsBOYAmt
Other Assets EOY$12,000,000OtherAssetsEOYAmt
Other Assets EOYFMV$12,000,000OtherAssetsEOYFMVAmt
Total Assets BOY$80,224,893TotalAssetsBOYAmt
Total Assets EOY$81,333,485TotalAssetsEOYAmt
Total Assets EOYFMV$81,333,485TotalAssetsEOYFMVAmt
Accounts Payable BOY$239,200AccountsPayableBOYAmt
Accounts Payable EOY$322,929AccountsPayableEOYAmt
Total Liabilities BOY$239,200TotalLiabilitiesBOYAmt
Total Liabilities EOY$322,929TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$79,985,693NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$81,010,556NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$79,985,693TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$81,010,556TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$80,224,893TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$81,333,485TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$79,985,693TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,957,045ExcessRevenueOverExpensesAmt
Other Increases$2,982,292OtherIncreasesAmt
Subtotal$81,010,940SubtotalAmt
Other Decreases$384OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$81,010,556TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
SANDALWOODP2024-12-31$664,153$664,153$664,153
JANUSP2024-12-31$924,364$924,364$924,364
SECURITIESP2024-12-31$24,247,178$4,045,440$4,045,440$20,201,738
CAPITAL GAIN DISTRIBUTIONP2024-12-31$465,728$465,728$465,728
FieldValueIRS element (for citing)
Capital Gain Net Income$6,099,685CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$82,230InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$82,230SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$82,230TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$87,548EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$15,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$102,548TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$20,318OverpaymentAmt
Applied To ES Tax$20,318AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRHONA E VOGELIndividualWithBooksNm
Phone2627904960PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13415 GATEWAY ROADAddressLine1Txt
CityBROOKFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP530455111ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PLEASANT T ROWLAND
3415 GATEWAY ROAD STE 200BROOKFIELDWI53045PRESIDENT0.00$0$0$0
RHONA E VOGEL
3415 GATEWAY ROAD STE 200BROOKFIELDWI53045SECRETARY0.00$0$0$0
WALTER JEROME FRAUTSCHI
3415 GATEWAY ROAD STE 200BROOKFIELDWI53045DIRECTOR0.00$0$0$0
BARBARA THIELE CARR
3415 GATEWAY ROAD STE 200BROOKFIELDWI53045DIRECTOR0.00$0$0$0
CATHARINE B WALLER
3415 GATEWAY ROAD STE 200BROOKFIELDWI53045DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
VOGEL CONSULTING
3415 GATEWAY ROADBROOKFIELDWI53045ADVISOR/ACCOUNTING SERVICES$508,173
SANDALWOOD
105 EISENHOWER PARKWAY SUITE 201ROSELANDNJ07068MONEY MANAGEMENT$169,993
PIER
1 TRESSER BLVD 1STAMFORDCT06901INVESTMENT MANAGEMENT$68,151
JANUS
151 DETROIT STREETDENVERCO80206INVESTMENT MANAGEMENT$51,957
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$66,259,813AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,494,517AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$68,754,330TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$68,754,330AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,031,315CashDeemedCharitableAmt
Net Vl Noncharitable Assets$67,723,015NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,386,151MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,386,151MinimumInvestmentReturnAmt
Tax Based On Investment Income$82,230TaxBasedOnInvestmentIncomeAmt
Income Tax$4,647IncomeTaxAmt
Total Tax$86,877TotalTaxAmt
Distributable Before Adj$3,299,274DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,299,274DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,299,274DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,340,311ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,340,311QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,299,274DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$628,899ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$236,176ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$298,810ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,163,885TotalExcessDistributionCyovAmt
Qualifying Distributions$7,340,311QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,299,274AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,041,037RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,204,922TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,204,922ExcessDistriCyovToNextYrAmt
Excess From Year3$628,899ExcessFromYear3Amt
Excess From Year2$236,176ExcessFromYear2Amt
Excess From Year1$298,810ExcessFromYear1Amt
Excess From Current Year$4,041,037ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPLEASANT T ROWLANDContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGRANTS MANAGER PLEASANT T ROWLAND FRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16120 UNIVERSITY AVENUEAddressLine1Txt
CityMIDDLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53562ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6087292811RecipientPhoneNum
Form And Info And MaterialsSCHOLARSHIPS MUST BE SUBMITTED ON ORGANIZATION'S SCHOLARSHIP APPLICATION, AND INCLUDE ALL REQUESTED INFORMATION. GRANT REQUEST MUST BE SUBMITTED ON ORGANIZATION'S APPLICATION FORM AFTER APPROVAL OF A PHONE INQUIRY, AND MUST INCLUDE THE REQUESTED AMOUNT, THE PURPOSE FOR THE REQUEST, & THE TIMEFRAME THE REQUEST COVERS. ALL REQUESTS MUST FIT INTO THE MISSION OF THE FOUNDATION TO SUPPORT THE CULTURAL ARTS, EDUCATION, OR HISTORIC PRESERVATION PRIMARILY IN DANE COUNTY, WISCONSIN.FormAndInfoAndMaterialsTxt
Submission DeadlinesJUNE 30 AND NOVEMBER 30SubmissionDeadlinesTxt
Restrictions On AwardsTHE MAJORITY OF THE AWARDS ARE LIMITED TO DANE COUNTY, WISCONSIN. AWARDS ARE BASED UPON THE SITUATION AND THE NEED OF THE APPLICANT AND THE CRITERIA LISTED IN THE APPLICATION. ANY REWARDS ARE SUBJECT TO FUNDING AVAILABILITY. REQUESTS MUST SUPPORT THE MISSION OF THE FOUNDATION TO SUPPORT THE CULTURAL ARTS, EDUCATION, OR HISTORIC PRESERVATION, PRIMARILY IN DANE COUNTY, WISCONSIN.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AGRACE FOUNDATION
5395 EAST CHERYL PARKWAYMADISONWI53711PUBLIC CHARITYSUPPORT$50,000
ALDO LEOPOLD NATURE CENTER
300 FEMRITE DRIVEMONONAWI53716PUBLIC CHARITYSUPPORT$25,000
AMERICAN PLAYERS THEATER
PO BOX 819SPRNG GREENWI53588PUBLIC CHARITYSUPPORT$25,000
ARTS FOR ALL WISCONSIN
1055 E MIFFLIN STREETMADISONWI53703PUBLIC CHARITYSUPPORT$2,500
AURORA FREE LIBRARY
370 MAIN STREETAURORANY13026PUBLIC CHARITYSUPPORT$1,000
BACH DANCING & DYNAMITE SOCIETY
PO BOX 2348MADISONWI53701PUBLIC CHARITYSUPPORT$2,500
BOCA GRANDE ART CENTRE
PO BOX 979BOCA GRANDEFL33921PUBLIC CHARITYSUPPORT$250
BOCA GRANDE HEALTH CLINIC FOUNDATION
PO BOX 2340BOCA GRANDEFL33921PUBLIC CHARITYSUPPORT$10,000
BOCA GRANDE WOMAN'S CLUB
PO BOX 519BOCA GRANDEFL33921PUBLIC CHARITYSUPPORT$500
BRAILLE LIBRARY & TRANSCRIBING SERVICES INC
517 NORTH SEGOE ROADMADISONWI53705PUBLIC CHARITYSUPPORT$500
CAPITAL CITY THEATRE
6120 UNIVERSITY AVENUEMIDDLETONWI53562PUBLIC CHARITYSUPPORT$300,000
CENTRO HISPANO
810 WEST BADGER ROADMADISONWI53713PUBLIC CHARITYSUPPORT$500,000
CHAZEN MUSEUM OF ART
800 UNIVERSITY AVENUEMADISONWI53706PUBLIC CHARITYSUPPORT$25,000
CHILDREN'S DYSLEXIA CENTER
301 WISCONSIN AVENUEMADISONWI53703PUBLIC CHARITYSUPPORT$5,000
CHILDREN'S THEATER OF MADISON
1055 E MIFFLIN STREETMADISONWI53703PUBLIC CHARITYSUPPORT$25,000
CLEAN LAKES ALLIANCE
150 E GILMAN STREET SUITE 2600MADISONWI53703PUBLIC CHARITYSUPPORT$1,000
DANE ARTS
210 MARTIN LUTHER KING JR BLVD RMMADISONWI53709PUBLIC CHARITYSUPPORT$500421
DOMESTIC ABUSE INTERVENTION SERVICES
PO BOX 1761MADISONWI53701PUBLIC CHARITYSUPPORT$1,000
THE FESTIVAL CHOIR OF MADISON
PO BOX 259635MADISONWI53725PUBLIC CHARITYSUPPORT$5,000
FORWARD THEATER
PO BOX 14574MADISONWI53708PUBLIC CHARITYSUPPORT$5,000
FOUNTAIN VALLEY SCHOOL
6155 FOUNTAIN VALLEY SCHOOL ROADCOLORADO SPRINGSCO80911PUBLIC CHARITYSUPPORT$1,074,311
FOUR SEASONS THEATRE
PO BOX 8765MADISONWI53708PUBLIC CHARITYSUPPORT$5,000
FRIENDS OF BOCA GRANDE COMMUNITY CENTER
PO BOX 1222BOCA GRANDEFL33921PUBLIC CHARITYSUPPORT$1,000
FRIENDS OF PHEASANT BRANCH CONSERVANCY
PO BOX 628242MIDDLETONWI53562PUBLIC CHARITYSUPPORT$1,000
FRIENDS OF THE ARBORETUM
1207 SEMINOLE HIGHWAYMADISONWI53711PUBLIC CHARITYSUPPORT$1,000
FRIENDS OF THE UW LIBRARIES
728 STATE STREETMADISONWI53706PUBLIC CHARITYSUPPORT$500
GASPARILLA ISLAND CONSERVATION & IMPROVEMENT ASSN
PO BOX 446BOCA GRANDEFL33921PUBLIC CHARITYSUPPORT$1,000
GOODMAN COMMUNITY CENTRE
149 WAUBESA STREETMADISONWI53704PUBLIC CHARITYSUPPORT$10,000
HANDEL ARIA COMPETITION
PO BOX 5554MADISONWI53705PUBLIC CHARITYSUPPORT$1,000
HOFFMAN INSTITUTE
223 SAN ANSELMO AVENUE SUITE 4SAN ANSELMOCA94960PUBLIC CHARITYSUPPORT$5,000
HOLY WISDOM MONASTERY
BOX 5070MADISONWI53705PUBLIC CHARITYSUPPORT$5,000
INTERNATIONAL CRANE FOUNDATION
PO BOX 447BARABOOWI53913PUBLIC CHARITYSUPPORT$5,000
JOHANN FUST LIBRARY FOUNDATION
PO BOX 309BOCA GRANDEFL33921PUBLIC CHARITYSUPPORT$1,000
JUNIOR ACHIEVEMENT OF WISCONSIN INC
2501 W BELTLINE HIGHWAYC/O WIPFLIMADISONWI53713PUBLIC CHARITYSUPPORT$5,000SUITE401
KAMMER FAMILY FOUNDATION
8313 GREENWAY BOULEVARDMIDDLETONWI53562PUBLIC CHARITYSUPPORT$1,000
KANOPY DANCE COMPANY
341 STATE STMADISONWI53703PUBLIC CHARITYSUPPORT$2,000
KIDS FROM WISCONSIN
640 S 84TH STREETMILWAUKEEWI53214PUBLIC CHARITYSUPPORT$10,000
KING FERRY FOOD PANTRY
PO BOX 242KING FERRYNY13081PUBLIC CHARITYSUPPORT$10,000
LUNART INC
PO BOX 620294MIDDLETONWI53562PUBLIC CHARITYSUPPORT$5,000
MADISON BALLET
160 WESTGATE MALL - STE 1MADISONWI53711PUBLIC CHARITYSUPPORT$30,000
MADISON MUSEUM OF CONTEMPORARY ART
227 STATE STMADISONWI53703PUBLIC CHARITYSUPPORT$35,000
MADISON PARKS FOUNDATION
P O BOX 259336MADISONWI53715PUBLIC CHARITYSUPPORT$50,000
MADISON PUBLIC ART PROJECT
820 WEST WINGRA DRIVEMADISONWI53725PUBLIC CHARITYSUPPORT$5,000
MADISON PUBLIC LIBRARY FOUNDATION INC
201 W MIFFLIN STREETMADISONWI53703PUBLIC CHARITYSUPPORT$5,000
MADISON PUBLIC MARKET FOUNDATION
P O BOX 260026MADISONWI53726PUBLIC CHARITYSUPPORT$125,000
MADISON SYMPHONY ORCHESTRA
222 WEST WASHINGTON AVENUEMADISONWI53703PUBLIC CHARITYSUPPORT$1,500
MADISON YOUTH CHOIR
PO BOX 5233MADISONWI53705PUBLIC CHARITYSUPPORT$50,000
MERITER FOUNDATION
309 W WASHINGTON AVENUEMADISONWI53703PUBLIC CHARITYSUPPORT$7,500
MADISON COMMUNITY FOUNDATION
111 N FAIRCHILD SUITE 260MADISONWI53703PUBLIC CHARITYSUPPORT$5,000
WAYFORWARD RESOURCES
3502 PARMENTER STREETMIDDLETONWI53562PUBLIC CHARITYSUPPORT$1,000
KLJ MOVEMENT
320 W BROADWAY SUITE CMONONAWI53716PUBLIC CHARITYSUPPORT$5,000
OLBRICH BOTANICAL SOCIETY
3330 ATWOOD AVENUEMADISONWI53704PUBLIC CHARITYSUPPORT$25,000
ONE CITY LEARNING CENTERS
1707 WEST BROADWAY STREEETMADISONWI53713PUBLIC CHARITYSUPPORT$2,300,000
OPERA FOR THE YOUNG
6441 ENTERPRISE LANE SUITE 207MADISONWI53719PUBLIC CHARITYSUPPORT$5,000
PBS WISCONSIN
821 UNIVERSITY AVEMADISONWI53706PUBLIC CHARITYSUPPORT$25,000
THE PLAYING FIELD
3910 MINERAL POINT ROADMADISONWI53705PUBLIC CHARITYSUPPORT$500,000
RAPE CRISIS CENTER
2801 COHO ST SUITE 301MADISONWI53713PUBLIC CHARITYSUPPORT$500
THE READING LEAGUE
431 EAST FAYETTE STREET SUITE 100SYRACUSENY12302PUBLIC CHARITYSUPPORT$805,400
SECOND HARVEST FOOD BANK
PO BOX 8983MADISONWI53708PUBLIC CHARITYSUPPORT$10,000
SEEDING EQUITY
238 EAST JEFFERSON STREETSPRING GREENWI53588PUBLIC CHARITYSUPPORT$1,250
THE SEWING MACHINE PROJECT
PO BOX 6245MONONAWI53716PUBLIC CHARITYSUPPORT$1,000
SHAKE RAG ALLEY INC
18 SHAKE RAG STREETMINERAL POINTWI53565PUBLIC CHARITYSUPPORT$1,000
SIMPSON STREET FREE PRESS
PO BOX 6307MADISONWI53716PUBLIC CHARITYSUPPORT$25,000
SUZUKI STRINGS OF MADISON
3002 NOTTINGHAM WAYMADISONWI53713PUBLIC CHARITYSUPPORT$2,500
TALIESIN PRESERVATON INC
5607 COUNTY ROAD CSPRING GREENWI53588PUBLIC CHARITYSUPPORT$500,000
TEN CHIMNEYS FOUNDATION
BOX 225GENESEE DEPOTWI53127PUBLIC CHARITYSUPPORT$5,000
THEATER BUS
437 S YELLOWSTONE DRIVE 214MADISONWI53719PUBLIC CHARITYSUPPORT$5,100
UNITED WAY OF DANE COUNTY
2059 ATWOOD AVENUEMADISONWI53707PUBLIC CHARITYSUPPORT$45,000
UNIVERSITY OF WISCONSIN - ODYSSEY PROJECT
2238 SOUTH PARK STREETMADISONWI53713PUBLIC CHARITYSUPPORT$500,000
THE VOGEL FOUNDATION
PO BOX 7696MADISONWI53707PUBLIC CHARITYSUPPORT$2,500
WISCONSIN ACADEMY FOR GRADUATE SERVICE DOGS
1338 DEWEY CTMADISONWI53703PUBLIC CHARITYSUPPORT$2,000
WICONSIN ACADEMY OF SCIENCE ARTS AND LETTER
1922 OLD UNIVERSITY AVEMADISONWI53726PUBLIC CHARITYSUPPORT$2,000
WISCONSIN CHAMBER ORCHESTRA
321 EAST MAIN STREETMADISONWI53703PUBLIC CHARITYSUPPORT$31,000
WI INSTITUTE FOR LEARNING DISABILITIES
811 EAST WASHINGTON AVENUEMADISONWI53703PUBLIC CHARITYSUPPORT$30,000
WISCONSIN PUBLIC RADIO
821 UNIVERSITY AVENUEMADISONWI53706PUBLIC CHARITYSUPPORT$2,500
WISCONSIN VETERANS MUSEUM FOUNDATION
30 W MIFFLIN ST STE 200MADISONWI53703PUBLIC CHARITYSUPPORT$15,000
WISCONSIN YOURTH SYMPHONY
455 N PARK STMADISONWI53706PUBLIC CHARITYSUPPORT$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,340,311TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$442,906ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$773,376ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$107,341ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,665,360ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$6,988,983ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,988,983TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND INVESTMENT MANAGEMENT FEESCategoryTxt
Amt$508,173Amt
Net Investment Income$406,538NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK - DETAILS AVAILABLE UPON REQUESTStockNm
EOY Book Value$60,516,095EOYBookValueAmt
EOYFMV$60,516,095EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER INVESTMENTS - DETAILS AVAILABLE UPON REQUESTCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$5,083BookValueAmt
EOYFMV$5,083EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescSTRADIVARIUS VIOLINDesc
BOY Book Value$12,000,000BOYBookValueAmt
EOY Book Value$12,000,000EOYBookValueAmt
EOYFMV$12,000,000EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNONDEDUCTIBLE EXPENSESDesc
Amt$384Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER LOSS PASSTHROUGH ENTITIES$21,176$21,176$0
TRUST/CUSTODY FEES$234,044$234,044$0
INVESTMENT MANAGER FEES$340,780$340,780$0
INVESTMENT INTEREST$129,649$129,649$0
INSURANCE$5,871$5,871$0
ADMINISTRATIVE FEES$350,038$350,038$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
COMMISSION RECAPTURE$2,518$2,518$2,518
OTHER INCOME$104,823$104,823$104,823

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
RETURN OF CAPITAL$9,859
UNREALIZED GAINS (LOSSES)$2,972,327
NON-TAXABLE INTEREST$106

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$19,364Amt
Net Investment Income$19,364NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.