2017-05-15T15:27:12-05:00 2016-12-31 452904270 KMA BODILLY CPAS & CONSULTANTS SC 6200 GISHOLT DR STE 100 MONONA WI 537134839 990PF 2016-01-01 391639595 VOGEL FOUNDATION INC VOGE 6082415454 PO BOX 7696 MADISON WI 537077696 DAVID L VOGEL PRESIDENT 6082415454 2017-05-08 1 THOMAS A BRYS P00009115 6082211685 172.102.4.130 2017-05-08 12:25:42 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A73D72C69735764C015BEEC3AD06C1ED45B7D698 2016 2021-01-29 14:40:06Z X 534699 X 320 X 2 2 2 10548 10548 10548 15039 29814 15039 25909 25589 10550 0 0 0 0 1395 1395 0 0 3918 3918 0 0 285 285 0 0 89 0 0 0 5687 5598 0 0 21300 21300 26987 5598 0 21300 -1078 19991 10550 269 2770 2770 22031 24410 24410 382788 379599 507519 405088 406779 534699 0 2769 0 2769 X 0 0 0 0 405088 404010 405088 404010 405088 406779 405088 -1078 0 404010 0 404010 ISHARES CORE S&P 500 2010-09-13 2016-12-12 7285 3622 3663 3663 SPDR DOW JONES REIT 2010-09-13 2016-04-11 1510 936 574 574 VANGUARD CRSP US SM CAP 2010-09-13 2016-12-12 5317 2501 2816 2816 VANGUARD CRSP US LG CAP 2010-09-13 2016-12-12 6857 3608 3249 3249 VANGUARD CRSP US SM CAP 2010-09-13 2016-12-12 8845 4108 4737 4737 15039 0 0 23706 442599 0.053561 67362 424912 0.158532 26740 434032 0.061608 24085 443531 0.054303 22310 459792 0.048522 0.376526 0.075305 515733 38837 200 39037 21300 400 0 400 0 400 0 400 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 N/A DAVID L VOGEL 6082415454 2701 PACKERS AVE MADISON WI 53704 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID L VOGEL PO BOX 7696 MADISON WI 53707 PRESIDENT 5.00 0 0 0 PETER C VOGEL PO BOX 7696 MADISON WI 53707 VICE PRESIDENT 5.00 0 0 0 NONE 0 NONE 0 0 505284 18303 0 523587 0 0 523587 7854 515733 25787 25787 400 400 25387 0 25387 0 25387 21300 0 21300 0 21300 25387 0 0 0 21300 0 0 0 21300 0 0 0 0 0 0 0 0 4087 0 0 0 X DAVID L VOGEL PO BOX 7696 MADISON WI 53707 6082415454 THERE IS NO REQUIRED APPLICATION FORM. HOWEVER,ALL APPLICATIONS SHOULD INCLUDE A FULL DISCRIPTION OF THE PROJECT, A COPY OF THE APPLICANTS IRS DETERMINATION LETTER, A PROJECT BUDGET AND THE APPLICANTS CURRENT YEAR ORGANIZATION BUDGET, SHOWING IN EACH CASE ANTICIPATED SOURCES OF SUPPORT. NONE GRANTS ARE MADE TO UNITS OF GOVERNMENT, PUBLIC SCHOOLS AND NON-PROFIT ORGANIZATIONS AND INSTITUTIONS WHICH ARE ECXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE GERNERAL FOCUS OF THE FOUNDATION'S GRANTS ARE IN THE AREAS OF EDUCATION, HEALTH AND HUMAN SERVICES. GRANTS ARE NOT MADE TO INDIVIDUALS. ALL GRANTS FOR SCHOLARSHIPS OR RESEARCH ARE GIVEN EDUCATIONAL OR RESEARCH INSTITUTIONS WHICH HAVE FULL RESPOSIBILITY FOR SELECTING INDIVIDUAL RECIPIENTS. GRANTS ARE NOT USUALLY MADE TO SUPPORT OPERATING EXPENSES OF THE ORGANIZATION. ARTHUR MORGAN SCHOOL 60 AMS CIRCLE BURNSVILLE NC 28714 NONE PUBLIC CHARI GEN SUPPORT 300 THREE GAITS INC 3741 STATE ROAD 138W STOUGHTON WI 53589 NONE PUBLIC CHARI GEN SUPPORT 300 GOODMAN-ATWOOD COMMUNITY CENTER 149 WAUBESA ST MADISON WI 53704 NONE PUBLIC CHAR GEN SUPPORT 500 HABITAT FOR HUMANITY OF DANE COUNTY UNIT 29 MADISON WI 53713 NONE PUBLIC CHAR GEN SUPPORT 200 HABITAT FOR HUMANITY OF LAKELAND IN PO BOX 925 LAKELAND FL 33802 NONE PUBLIC CHAR GEN SUPPORT 200 HENRY VILAS ZOOLOGICAL SOCIETY 606 RANDALL AVE MADISON WI 53715 NONE PUBLIC CHAR GEN SUPPORT 400 MADISON URBAN MINISTRY 2115 S PARK ST MADISON WI 53713 NONE PUBLIC CHAR GEN SUPPORT 600 MITCHELL COUNTY ANIMAL RESCUE INC PO BOX 308 SPRUCE PINE NC 28777 NONE PUBLIC CHAR GEN SUPPORT 100 NATURAL HERITAGE LAND TRUST 303 S PATERSON SUITE 6 MADISON WI 53703 NONE PUBLIC CHAR GEN SUPPORT 500 OAKWOOD FOUNDATION INC 6201 MINERAL POINT RD MADISON WI 53715 NONE PUBLIC CHAR GEN SUPPORT 1000 SAMARITAN COUNSELING CENTER OF SO W 5900 MONONA DR SUITE 100 MADISON WI 53716 NONE PUBLIC CHAR GEN SUPPORT 200 SCHOOL UPPLIES FOR KIDS PO BOX 7696 MADISON WI 53707 NONE PUBLIC CHAR GEN SUPPORT 10000 SOCIETY OF ST VINCENT DE PAUL 1109 JONATHON DR MADISON WI 53713 NONE PUBLIC CHAR GEN SUPPORT 400 SPRUCE PINE MONTESSORI SCHOOL 67 WALNUT AVE SPRUCE PINE NC 28777 NONE PUBLIC CHAR GEN SUPPORT 100 OPERATION FRESH START 1925 WINNEBAGO ST MADISON WI 53704 NONE PUBLIC CHAR GEN SUPPORT 400 ST JOHNS LUTHERN CHURCH BUILDING FD 322 E WASHINGTON AVE MADISON WI 53703 NONE PUBLIC CHAR GEN SUPPORT 400 THE SALVATION ARMY PO BOX 8867 MADISON WI 53708 NONE PUBLIC CHAR GEN SUPPORT 1000 THE SALVATION ARMY PO BOX 928 LAKELAND FL 33802 NONE PUBLIC CHAR GEN SUPPORT 1000 TRIANGLE COMMUNITY MINISTRY INC 755 BRAXTON PL 8109 MADISON WI 53715 NONE PUBLIC CHAR GEN SUPPORT 200 UNIV OF FLORIDA FOUNDATION PO BOX 116580 GAINESVILLE FL 32611 NONE PUBLIC CHAR GEN SUPPORT 500 UNIV OF WI FOUNDATION PO BOX 8860 MADISON WI 53708 NONE PUBLIC CHAR GEN SUPPORT 1500 VSA VERY SPECIAL ARTS 1709 ABERG AVE SUITE1 MADISON WI 53704 NONE PUBLIC CHAR GEN SUPPORT 300 WI COUNCIL OF THE BLIND 754 WILLIAMSON ST MADISON WI 53703 NONE PUBLIC CHAR GEN SUPPORT 200 WI PUBLIC RADIO 821 UNIVERSITY AVE MADISON WI 53706 NONE PUBLIC CHAR GEN SUPPORT 200 WI PUBLIC TELEVISION 821 UNIVERSITY AVE MADISON WI 53706 NONE PUBLIC CHAR GEN SUPPORT 400 YMCA 101 E MIFFLIN ST MADISON WI 53703 NONE PUBLIC CHAR GEN SUPPORT 400 21300 0 2 10548 15039 0 0 25589 25589 3 INCOME USED TO PAY GRANTS 4 INCOME USED TO PAY GRANTS 8 INCOME USED TO PAY GRANTS 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 1395 1395 0 0 3314.382DFA TWO YEAR GLOBAL FIXED INC AT COST 33078 32945 410SH SPDR DJ WS REIT AT COST 24563 38274 216SH VANGUARD SMALL VAL CAP ETF AT COST 12565 26136 568SH VANGAURD VALUE EFT MSCI AT COST 27696 52830 183SH VANGUARD INTNTL EQUITY INDEX AT COST 5309 8085 632SH VANGUARD MSCI AT COST 26926 22613 361.496SHVANGUARD SHORT TERM BOND INDEX AT COST 38550 37678 403SH VANGUARD SMALL CAP EFT AT COST 26040 51971 146SH ISHRS BARCLAYS SHORT TREAS BD AT COST 16091 16104 795SH ISHRSMSCI ACWI EX US INDEX FD AT COST 32086 32015 470SH ISHARES S&P 500 INDEX FD AT COST 53656 105745 166SH ISHRS BARCLAYS 1-3 YR TRS BD AT COST 14007 14019 509SH ISHRS BARCLAYS 1-3YR CREDIT BD AT COST 53624 53415 91SH ISHARES TIPS BOND FD AT COST 10321 10298 127SH ISHARES MSCI EMERG MKTS AT COST 5087 5391 FILING FEE 89 0 0 0 DANE COUNTY SCHOOL SUPPLIES FOR KIDS TRUST ACCOUNT 0 2769 BROKER FEES 3918 3918 0 0 FOREIGN TAX PAID 191 191 0 0 EXCISE TAX 94 94 0 0