2025-11-13T15:55:07-06:00 2024-12-31 391774588 VOGEL CONSULTING GROUP SC 3415 GATEWAY ROAD BROOKFIELD WI 53045 990PF 2024-01-01 391868295 PLEASANT T ROWLAND FOUNDATION INC PLEA 6087292811 3415 GATEWAY ROAD 200 BROOKFIELD WI 530455111 RHONA E VOGEL SECRETARY 6087292811 2025-11-13 1 1 RHONA VOGEL P00365916 2627904960 2024 2025-03-06 01:10:19Z X 81333485 X 3378 X 442906 442906 773376 773376 5665360 26301423 6099685 107341 107341 6992361 7423308 0 0 0 508173 406538 0 19364 19364 0 1081558 1081558 0 1609095 1507460 0 7340311 7340311 8949406 1507460 7340311 -1957045 5915848 6788394 1509653 1509653 7302654 7302654 7302654 54647945 60516095 60516095 6788554 5083 5083 12000000 12000000 12000000 80224893 81333485 81333485 239200 322929 239200 322929 X 79985693 81010556 79985693 81010556 80224893 81333485 79985693 -1957045 2982292 81010940 384 81010556 SANDALWOOD P 2024-12-31 664153 664153 664153 JANUS P 2024-12-31 924364 924364 924364 SECURITIES P 2024-12-31 24247178 20201738 4045440 4045440 CAPITAL GAIN DISTRIBUTION P 2024-12-31 465728 465728 465728 6099685 82230 0 82230 0 82230 87548 0 15000 0 102548 0 20318 20318 0 0 0 0 0 0 0 0 0 1 1 0 1 1 WI 1 0 0 0 0 1 N/A RHONA E VOGEL 2627904960 3415 GATEWAY ROAD BROOKFIELD WI 530455111 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PLEASANT T ROWLAND 3415 GATEWAY ROAD STE 200 BROOKFIELD WI 53045 PRESIDENT 0.00 0 0 0 RHONA E VOGEL 3415 GATEWAY ROAD STE 200 BROOKFIELD WI 53045 SECRETARY 0.00 0 0 0 WALTER JEROME FRAUTSCHI 3415 GATEWAY ROAD STE 200 BROOKFIELD WI 53045 DIRECTOR 0.00 0 0 0 BARBARA THIELE CARR 3415 GATEWAY ROAD STE 200 BROOKFIELD WI 53045 DIRECTOR 0.00 0 0 0 CATHARINE B WALLER 3415 GATEWAY ROAD STE 200 BROOKFIELD WI 53045 DIRECTOR 0.00 0 0 0 NONE 0 VOGEL CONSULTING 3415 GATEWAY ROAD BROOKFIELD WI 53045 ADVISOR/ACCOUNTING SERVICES 508173 SANDALWOOD 105 EISENHOWER PARKWAY SUITE 201 ROSELAND NJ 07068 MONEY MANAGEMENT 169993 PIER 1 TRESSER BLVD 1 STAMFORD CT 06901 INVESTMENT MANAGEMENT 68151 JANUS 151 DETROIT STREET DENVER CO 80206 INVESTMENT MANAGEMENT 51957 0 0 66259813 2494517 0 68754330 0 0 68754330 1031315 67723015 3386151 3386151 82230 4647 86877 3299274 0 3299274 0 3299274 7340311 0 7340311 3299274 0 0 628899 236176 298810 1163885 7340311 0 0 0 3299274 4041037 0 0 5204922 0 0 0 0 0 0 0 5204922 628899 236176 298810 4041037 PLEASANT T ROWLAND GRANTS MANAGER PLEASANT T ROWLAND F 6120 UNIVERSITY AVENUE MIDDLETON WI 53562 6087292811 SCHOLARSHIPS 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. JUNE 30 AND NOVEMBER 30 THE 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. AGRACE FOUNDATION 5395 EAST CHERYL PARKWAY MADISON WI 53711 PUBLIC CHARITY SUPPORT 50000 ALDO LEOPOLD NATURE CENTER 300 FEMRITE DRIVE MONONA WI 53716 PUBLIC CHARITY SUPPORT 25000 AMERICAN PLAYERS THEATER PO BOX 819 SPRNG GREEN WI 53588 PUBLIC CHARITY SUPPORT 25000 ARTS FOR ALL WISCONSIN 1055 E MIFFLIN STREET MADISON WI 53703 PUBLIC CHARITY SUPPORT 2500 AURORA FREE LIBRARY 370 MAIN STREET AURORA NY 13026 PUBLIC CHARITY SUPPORT 1000 BACH DANCING & DYNAMITE SOCIETY PO BOX 2348 MADISON WI 53701 PUBLIC CHARITY SUPPORT 2500 BOCA GRANDE ART CENTRE PO BOX 979 BOCA GRANDE FL 33921 PUBLIC CHARITY SUPPORT 250 BOCA GRANDE HEALTH CLINIC FOUNDATION PO BOX 2340 BOCA GRANDE FL 33921 PUBLIC CHARITY SUPPORT 10000 BOCA GRANDE WOMAN'S CLUB PO BOX 519 BOCA GRANDE FL 33921 PUBLIC CHARITY SUPPORT 500 BRAILLE LIBRARY & TRANSCRIBING SERVICES INC 517 NORTH SEGOE ROAD MADISON WI 53705 PUBLIC CHARITY SUPPORT 500 CAPITAL CITY THEATRE 6120 UNIVERSITY AVENUE MIDDLETON WI 53562 PUBLIC CHARITY SUPPORT 300000 CENTRO HISPANO 810 WEST BADGER ROAD MADISON WI 53713 PUBLIC CHARITY SUPPORT 500000 CHAZEN MUSEUM OF ART 800 UNIVERSITY AVENUE MADISON WI 53706 PUBLIC CHARITY SUPPORT 25000 CHILDREN'S DYSLEXIA CENTER 301 WISCONSIN AVENUE MADISON WI 53703 PUBLIC CHARITY SUPPORT 5000 CHILDREN'S THEATER OF MADISON 1055 E MIFFLIN STREET MADISON WI 53703 PUBLIC CHARITY SUPPORT 25000 CLEAN LAKES ALLIANCE 150 E GILMAN STREET SUITE 2600 MADISON WI 53703 PUBLIC CHARITY SUPPORT 1000 DANE ARTS 210 MARTIN LUTHER KING JR BLVD RM 421 MADISON WI 53709 PUBLIC CHARITY SUPPORT 500 DOMESTIC ABUSE INTERVENTION SERVICES PO BOX 1761 MADISON WI 53701 PUBLIC CHARITY SUPPORT 1000 THE FESTIVAL CHOIR OF MADISON PO BOX 259635 MADISON WI 53725 PUBLIC CHARITY SUPPORT 5000 FORWARD THEATER PO BOX 14574 MADISON WI 53708 PUBLIC CHARITY SUPPORT 5000 FOUNTAIN VALLEY SCHOOL 6155 FOUNTAIN VALLEY SCHOOL ROAD COLORADO SPRINGS CO 80911 PUBLIC CHARITY SUPPORT 1074311 FOUR SEASONS THEATRE PO BOX 8765 MADISON WI 53708 PUBLIC CHARITY SUPPORT 5000 FRIENDS OF BOCA GRANDE COMMUNITY CENTER PO BOX 1222 BOCA GRANDE FL 33921 PUBLIC CHARITY SUPPORT 1000 FRIENDS OF PHEASANT BRANCH CONSERVANCY PO BOX 628242 MIDDLETON WI 53562 PUBLIC CHARITY SUPPORT 1000 FRIENDS OF THE ARBORETUM 1207 SEMINOLE HIGHWAY MADISON WI 53711 PUBLIC CHARITY SUPPORT 1000 FRIENDS OF THE UW LIBRARIES 728 STATE STREET MADISON WI 53706 PUBLIC CHARITY SUPPORT 500 GASPARILLA ISLAND CONSERVATION & IMPROVEMENT ASSN PO BOX 446 BOCA GRANDE FL 33921 PUBLIC CHARITY SUPPORT 1000 GOODMAN COMMUNITY CENTRE 149 WAUBESA STREET MADISON WI 53704 PUBLIC CHARITY SUPPORT 10000 HANDEL ARIA COMPETITION PO BOX 5554 MADISON WI 53705 PUBLIC CHARITY SUPPORT 1000 HOFFMAN INSTITUTE 223 SAN ANSELMO AVENUE SUITE 4 SAN ANSELMO CA 94960 PUBLIC CHARITY SUPPORT 5000 HOLY WISDOM MONASTERY BOX 5070 MADISON WI 53705 PUBLIC CHARITY SUPPORT 5000 INTERNATIONAL CRANE FOUNDATION PO BOX 447 BARABOO WI 53913 PUBLIC CHARITY SUPPORT 5000 JOHANN FUST LIBRARY FOUNDATION PO BOX 309 BOCA GRANDE FL 33921 PUBLIC CHARITY SUPPORT 1000 JUNIOR ACHIEVEMENT OF WISCONSIN INC 2501 W BELTLINE HIGHWAYC/O WIPFLI SUITE401 MADISON WI 53713 PUBLIC CHARITY SUPPORT 5000 KAMMER FAMILY FOUNDATION 8313 GREENWAY BOULEVARD MIDDLETON WI 53562 PUBLIC CHARITY SUPPORT 1000 KANOPY DANCE COMPANY 341 STATE ST MADISON WI 53703 PUBLIC CHARITY SUPPORT 2000 KIDS FROM WISCONSIN 640 S 84TH STREET MILWAUKEE WI 53214 PUBLIC CHARITY SUPPORT 10000 KING FERRY FOOD PANTRY PO BOX 242 KING FERRY NY 13081 PUBLIC CHARITY SUPPORT 10000 LUNART INC PO BOX 620294 MIDDLETON WI 53562 PUBLIC CHARITY SUPPORT 5000 MADISON BALLET 160 WESTGATE MALL - STE 1 MADISON WI 53711 PUBLIC CHARITY SUPPORT 30000 MADISON MUSEUM OF CONTEMPORARY ART 227 STATE ST MADISON WI 53703 PUBLIC CHARITY SUPPORT 35000 MADISON PARKS FOUNDATION P O BOX 259336 MADISON WI 53715 PUBLIC CHARITY SUPPORT 50000 MADISON PUBLIC ART PROJECT 820 WEST WINGRA DRIVE MADISON WI 53725 PUBLIC CHARITY SUPPORT 5000 MADISON PUBLIC LIBRARY FOUNDATION INC 201 W MIFFLIN STREET MADISON WI 53703 PUBLIC CHARITY SUPPORT 5000 MADISON PUBLIC MARKET FOUNDATION P O BOX 260026 MADISON WI 53726 PUBLIC CHARITY SUPPORT 125000 MADISON SYMPHONY ORCHESTRA 222 WEST WASHINGTON AVENUE MADISON WI 53703 PUBLIC CHARITY SUPPORT 1500 MADISON YOUTH CHOIR PO BOX 5233 MADISON WI 53705 PUBLIC CHARITY SUPPORT 50000 MERITER FOUNDATION 309 W WASHINGTON AVENUE MADISON WI 53703 PUBLIC CHARITY SUPPORT 7500 MADISON COMMUNITY FOUNDATION 111 N FAIRCHILD SUITE 260 MADISON WI 53703 PUBLIC CHARITY SUPPORT 5000 WAYFORWARD RESOURCES 3502 PARMENTER STREET MIDDLETON WI 53562 PUBLIC CHARITY SUPPORT 1000 KLJ MOVEMENT 320 W BROADWAY SUITE C MONONA WI 53716 PUBLIC CHARITY SUPPORT 5000 OLBRICH BOTANICAL SOCIETY 3330 ATWOOD AVENUE MADISON WI 53704 PUBLIC CHARITY SUPPORT 25000 ONE CITY LEARNING CENTERS 1707 WEST BROADWAY STREEET MADISON WI 53713 PUBLIC CHARITY SUPPORT 2300000 OPERA FOR THE YOUNG 6441 ENTERPRISE LANE SUITE 207 MADISON WI 53719 PUBLIC CHARITY SUPPORT 5000 PBS WISCONSIN 821 UNIVERSITY AVE MADISON WI 53706 PUBLIC CHARITY SUPPORT 25000 THE PLAYING FIELD 3910 MINERAL POINT ROAD MADISON WI 53705 PUBLIC CHARITY SUPPORT 500000 RAPE CRISIS CENTER 2801 COHO ST SUITE 301 MADISON WI 53713 PUBLIC CHARITY SUPPORT 500 THE READING LEAGUE 431 EAST FAYETTE STREET SUITE 100 SYRACUSE NY 12302 PUBLIC CHARITY SUPPORT 805400 SECOND HARVEST FOOD BANK PO BOX 8983 MADISON WI 53708 PUBLIC CHARITY SUPPORT 10000 SEEDING EQUITY 238 EAST JEFFERSON STREET SPRING GREEN WI 53588 PUBLIC CHARITY SUPPORT 1250 THE SEWING MACHINE PROJECT PO BOX 6245 MONONA WI 53716 PUBLIC CHARITY SUPPORT 1000 SHAKE RAG ALLEY INC 18 SHAKE RAG STREET MINERAL POINT WI 53565 PUBLIC CHARITY SUPPORT 1000 SIMPSON STREET FREE PRESS PO BOX 6307 MADISON WI 53716 PUBLIC CHARITY SUPPORT 25000 SUZUKI STRINGS OF MADISON 3002 NOTTINGHAM WAY MADISON WI 53713 PUBLIC CHARITY SUPPORT 2500 TALIESIN PRESERVATON INC 5607 COUNTY ROAD C SPRING GREEN WI 53588 PUBLIC CHARITY SUPPORT 500000 TEN CHIMNEYS FOUNDATION BOX 225 GENESEE DEPOT WI 53127 PUBLIC CHARITY SUPPORT 5000 THEATER BUS 437 S YELLOWSTONE DRIVE 214 MADISON WI 53719 PUBLIC CHARITY SUPPORT 5100 UNITED WAY OF DANE COUNTY 2059 ATWOOD AVENUE MADISON WI 53707 PUBLIC CHARITY SUPPORT 45000 UNIVERSITY OF WISCONSIN - ODYSSEY PROJECT 2238 SOUTH PARK STREET MADISON WI 53713 PUBLIC CHARITY SUPPORT 500000 THE VOGEL FOUNDATION PO BOX 7696 MADISON WI 53707 PUBLIC CHARITY SUPPORT 2500 WISCONSIN ACADEMY FOR GRADUATE SERVICE DOGS 1338 DEWEY CT MADISON WI 53703 PUBLIC CHARITY SUPPORT 2000 WICONSIN ACADEMY OF SCIENCE ARTS AND LETTER 1922 OLD UNIVERSITY AVE MADISON WI 53726 PUBLIC CHARITY SUPPORT 2000 WISCONSIN CHAMBER ORCHESTRA 321 EAST MAIN STREET MADISON WI 53703 PUBLIC CHARITY SUPPORT 31000 WI INSTITUTE FOR LEARNING DISABILITIES 811 EAST WASHINGTON AVENUE MADISON WI 53703 PUBLIC CHARITY SUPPORT 30000 WISCONSIN PUBLIC RADIO 821 UNIVERSITY AVENUE MADISON WI 53706 PUBLIC CHARITY SUPPORT 2500 WISCONSIN VETERANS MUSEUM FOUNDATION 30 W MIFFLIN ST STE 200 MADISON WI 53703 PUBLIC CHARITY SUPPORT 15000 WISCONSIN YOURTH SYMPHONY 455 N PARK ST MADISON WI 53706 PUBLIC CHARITY SUPPORT 50000 7340311 0 14 442906 14 773376 14 107341 18 5665360 0 6988983 0 6988983 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND INVESTMENT MANAGEMENT FEES 508173 406538 0 CORPORATE STOCK - DETAILS AVAILABLE UPON REQUEST 60516095 60516095 OTHER INVESTMENTS - DETAILS AVAILABLE UPON REQUEST FMV 5083 5083 STRADIVARIUS VIOLIN 12000000 12000000 12000000 NONDEDUCTIBLE EXPENSES 384 OTHER LOSS PASSTHROUGH ENTITIES 21176 21176 0 TRUST/CUSTODY FEES 234044 234044 0 INVESTMENT MANAGER FEES 340780 340780 0 INVESTMENT INTEREST 129649 129649 0 INSURANCE 5871 5871 0 ADMINISTRATIVE FEES 350038 350038 0 COMMISSION RECAPTURE 2518 2518 2518 OTHER INCOME 104823 104823 104823 RETURN OF CAPITAL 9859 UNREALIZED GAINS (LOSSES) 2972327 NON-TAXABLE INTEREST 106 FOREIGN TAXES 19364 19364 0