MADISON GAS & ELECTRIC FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MADISON GAS & ELECTRIC FOUNDATION INC (EIN 39-6098118)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-12
- IRS object ID
- 201602259349100915
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-12T16:17:04-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2110 LUANN LN | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537133074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 2016-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GLENN MILLER CPA | PreparerPersonNm |
| PTIN | P00086726 | PTIN |
| Phone | 6082744020 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,299,626 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $81 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $81 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $425,623 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $337,588 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $144,959 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,469,746 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,281,594 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $401,913 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $574,163 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,021,176 | 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 |
| Legal Fees Rev And Expnss | $12,403 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,403 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,380 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,520 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $106,915 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,759 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $38,156 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $60,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $369 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $369 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $186,587 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,139 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,448 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,077,755 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,077,755 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,264,342 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,139 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,134,203 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$690,179 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,951,037 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,581 | CashBOYAmt |
| Cash EOY | $125,258 | CashEOYAmt |
| Cash EOYFMV | $125,258 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $339,509 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $408,612 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $408,612 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $2,500,000 | GrantsReceivableBOYAmt |
| Corporate Stock BOY | $15,350,027 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,919,502 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,919,502 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,512,116 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,846,254 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,846,254 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $23,773,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,299,626 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,299,626 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $23,773,233 | UnrestrictedBOYAmt |
| Unrestricted EOY | $22,299,626 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,773,233 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,299,626 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,773,233 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,299,626 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,773,233 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$690,179 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $23,083,054 | SubtotalAmt |
| Other Decreases | $783,428 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,299,626 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| K-1, CFI MULTI-STRATEGY BOND FUND | P | $140 | $140 | $140 | |
| K-1, CFI MULTI-STRATEGY BOND FUND | P | $166,732 | -$21,420 | -$21,420 | $188,152 |
| K-1, COMMONFUND INSTITUTIONAL MULTI-STRATEGY EQUITY FUND | P | $182,832 | $182,832 | $182,832 | |
| K-1, COMMONFUND INSTITUTIONAL MULTI-STRATEGY EQUITY FUND | P | $1,120,042 | $1,120,042 | $1,120,042 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,281,594 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $971,338 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,318,292 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047806 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $807,059 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,445,855 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049074 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $715,470 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,167,738 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050500 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $744,122 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,319,798 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051965 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $610,032 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,617,428 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044798 | DistributionYr5Rt |
| Total Distribution | 0.244143 | TotalDistributionRt |
| Average Distribution | 0.048829 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,499,239 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,098,615 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,510 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,118,125 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,134,203 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $19,510 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,510 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,510 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,738 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $44,738 | TotalPaymentsAndCreditsAmt |
| Overpayment | $25,228 | OverpaymentAmt |
| Applied To ES Tax | $19,520 | AppliedToESTaxAmt |
| Refund | $5,708 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NIKKI BUSKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (8 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 |
| KRISTINE EUCLIDE | ||||||||
| 133 S BLAIR ST | MADISON | WI | 537880001 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| LYNN HOBBIE | ||||||||
| 133 S BLAIR ST | MADISON | WI | 537880001 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SCOTT NEITZEL | ||||||||
| 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 2015, GRANTS WERE PROVIDED TO 149 ORGANIZATIONS. | Description1Txt |
| Expenses1 | $1,077,755 | 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 | $22,750,796 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $91,071 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,841,867 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,841,867 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $342,628 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,499,239 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,124,962 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,124,962 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,510 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,510 | TotalTaxAmt |
| Distributable Before Adj | $1,105,452 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,108,952 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,108,952 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,134,203 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,134,203 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $19,510 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,114,693 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,108,952 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $39,665 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,667 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,924 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $87,256 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,134,203 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,108,952 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,251 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $112,507 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $112,507 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $39,665 | ExcessFromYear4Amt |
| Excess From Year3 | $25,667 | ExcessFromYear3Amt |
| Excess From Year2 | $21,924 | ExcessFromYear2Amt |
| Excess From Current Year | $25,251 | 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 (149 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCESS COMMUNITY HEALTH CENTERS INC | ||||||||
| 2901 W BELTLINE HWY STE 120 | MADISON | WI | 537134231 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,200 | |
| AFRICAN ASSOCIATION OF MADISON INC | ||||||||
| PO BOX 1016 | MADISON | WI | 537011016 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| AGRACE HOSPICECARE FOUNDATION INCORPORATED | ||||||||
| 5395 E CHERYL PKWY | FITCHBURG | WI | 537115395 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $12,500 | |
| AIDS NETWORK INCORPORATED | ||||||||
| 600 WILLIAMSON ST STE H | MADISON | WI | 537034531 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| ALDO LEOPOLD NATURE CENTER INC | ||||||||
| 330 FEMRITE DR | MONONA | WI | 537163716 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $18,000 | |
| AMERICAN HEART ASSOCIATION INC | ||||||||
| 2850 DAIRY DR STE 300 | MADISON | WI | 537186742 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $16,000 | |
| AMERICAN RED CROSS | ||||||||
| 2200 W HARRISON ST | CHICAGO | IL | 606123506 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| ARTS WISCONSIN INC | ||||||||
| 350 RUSSELL ST | MADISON | WI | 537045337 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| ASSOCIATION OF FUNDRAISING PROFESSIONALS-GREATER MADISON CHAPTER INC | ||||||||
| PO BOX 45046 | MADISON | WI | 537445046 | N/A | PUBLIC CHARITY | GREATER MADISON CHAPTER PHILANTHROPY DAY | $1,250 | |
| BACH DANCING AND DYNAMITE SOCIETY OF WISCONSIN INC | ||||||||
| 2702 KENDALL AVE | MADISON | WI | 537053738 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| BADGER CHILDHOOD CANCER NETWORK INC | ||||||||
| 3617 ROLLING HILL DR | MIDDLETON | WI | 535621247 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| BADGER HONOR FLIGHT INC | ||||||||
| PO BOX 258066 | MADISON | WI | 537258066 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| BAYVIEW FOUNDATION INC | ||||||||
| 601 BAY VW | MADISON | WI | 537151482 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| BICYCLE FEDERATION OF WISCONSIN | ||||||||
| 409 E MAIN ST UNIT 203 | MADISON | WI | 537034283 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| BIG BROTHERS AND BIG SISTERS OF DANE COUNTY INC | ||||||||
| 2059 ATWOOD AVE | MADISON | WI | 537045367 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| BRAILLE LIBRARY AND TRANSCRIBING SERVICES INC | ||||||||
| 517 N SEGOE RD STE 200 | MADISON | WI | 537053172 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| BRIARPATCH YOUTH SERVICES INC | ||||||||
| 410 PAWLING ST | MADISON | WI | 537045046 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| CAPITAL CITY THEATER | ||||||||
| 219 NAUTILUS DR APT A | MADISON | WI | 537054331 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| CENTER FOR FAMILIES INC | ||||||||
| 2120 FORDEM AVE | MADISON | WI | 537044696 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| CENTRO HISPANO INC | ||||||||
| 810 W BADGER RD | MADISON | WI | 537132527 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| CHARLES HAMILTON HOUSTON INSTITUTE INC | ||||||||
| 309 SAUK CREEK DR | MADISON | WI | 537171822 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| CHRIST THE SOLID ROCK CHURCH | ||||||||
| 1502 PARKSIDE DR | MADISON | WI | 537043613 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| CITY OF PRAIRIE DU CHIEN LIBRARY | ||||||||
| 125 S WACOUTA AVE | PRAIRIE DU CHIEN | WI | 538211632 | N/A | PUBLIC CHARITY | NEW LIBRARY | $10,000 | |
| CLEAN LAKES ALLIANCE INC | ||||||||
| 150 E GILMAN ST STE 2600 | MADISON | WI | 537031441 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,500 | |
| CLEAN LAKES ALLIANCE INC | ||||||||
| 150 E GILMAN ST STE 2600 | MADISON | WI | 537031441 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| CLEAN WISCONSIN INC | ||||||||
| 634 W MAIN ST STE 300 | MADISON | WI | 537032687 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| COMMUNITY GROUNDWORKS INC | ||||||||
| 3601 MEMORIAL DR STE 4 | MADISON | WI | 537041573 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| COOL CHOICES INC | ||||||||
| 222 N MIDVALE BLVD STE 8 | MADISON | WI | 537055072 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| CREATIVE LEARNING PRESCHOOL INC | ||||||||
| 105 S BUTLER ST | MADISON | WI | 537033415 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $7,500 | |
| CYCROPIA AERIAL DANCE INCORPORATED | ||||||||
| 1450 MORRISON ST | MADISON | WI | 537033814 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| DANE BUY LOCAL FOUNDATION INC | ||||||||
| 6300 ENTERPRISE LN | MADISON | WI | 537191190 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| DANE COUNTY CASA INC | ||||||||
| 210 MARTIN LUTHER KING JR BLVD RM | MADISON | WI | 537033344 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $750 | 356 |
| DANE COUNTY CULTURAL AFFAIRS COMMISSION | ||||||||
| 210 MARTIN LUTHER KING JR BLVD RM | MADISON | WI | 537033345 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | 421 |
| DANE COUNTY ENVIRONMENTAL COUNCIL | ||||||||
| 5201 FEN OAK DR STE 138 | MADISON | WI | 537188827 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| DANE COUNTY PARKS | ||||||||
| 5201 FEN OAK DR STE 208 | MADISON | WI | 537188827 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| DANE DANCES INC | ||||||||
| 1809 HIDDEN HILL DR | VERONA | WI | 535937975 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| DEAN FOUNDATION FOR HEALTH RESEARCH AND EDUCATION INC | ||||||||
| 2711 ALLEN BLVD STE 300 | MIDDLETON | WI | 535622287 | N/A | PUBLIC CHARITY | BENEVOLENT SPECIALIST PROJECT FREE CLINIC | $2,500 | |
| DISABILITY PRIDE MADISON INC | ||||||||
| PO BOX 70795 | MADISON | WI | 537070795 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| DISCOVERY WORLD LTD | ||||||||
| 500 N HARBOR DR | MILWAUKEE | WI | 532025601 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| DISTRICT COUNCIL OF MADISON INC SOCIETY OF ST VINCENT DE PAUL | ||||||||
| 2033 FISH HATCHERY RD | MADISON | WI | 537131238 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| DOMESTIC ABUSE INTERVENTION SERVICES INC | ||||||||
| PO BOX 1761 | MADISON | WI | 537011761 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $16,667 | |
| DOWNTOWN MADISON PARTNERS INC | ||||||||
| 122 W WASHINGTON AVE STE 250 | MADISON | WI | 537032732 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| DOYENNE GROUP INC | ||||||||
| 2100 WINNEBAGO ST STE 102 | MADISON | WI | 537045319 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| DUDGEON-MONROE NEIGHBORHOOD ASSOCIATION INC | ||||||||
| 3249 MILWAUKEE ST STE 1 | MADISON | WI | 537141829 | N/A | PUBLIC CHARITY | JAZZ IN THE PARK | $500 | |
| EDGEWOOD COLLEGE INC | ||||||||
| 1000 EDGEWOOD COLLEGE DR | MADISON | WI | 537111997 | N/A | PUBLIC CHARITY | MINORITY SCHOLARSHIPS | $11,666 | |
| EDGEWOOD HIGH SCHOOL OF THE SACRED HEART INC | ||||||||
| 2219 MONROE ST | MADISON | WI | 537111904 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| ELECTRICAL WORKERS LOCAL 159 LABOR MANAGEMENT COOPERATION COMMITTEE FUND | ||||||||
| 5113 MONONA DR | MADISON | WI | 537162719 | N/A | 501(C)(5) | HOLIDAY FANTASY IN LIGHTS | $4,000 | |
| END TIME MINISTRIES INTERNATIONAL INC | ||||||||
| 6708 WATTS RD | MADISON | WI | 537191318 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| FAIRSHARE CSA COALITION INC | ||||||||
| 303 S PATERSON ST STE 1B | MADISON | WI | 537034534 | N/A | PUBLIC CHARITY | BIKE THE BARNS PROGRAM | $2,500 | |
| FORWARD THEATER COMPANY | ||||||||
| PO BOX 14574 | MADISON | WI | 537080574 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| FOUNDATION FOR MADISON'S PUBLIC SCHOOLS INC | ||||||||
| 101 NOB HILL RD RM 300 | MADISON | WI | 537133969 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $6,000 | |
| FRIENDS OF MADISON SCHOOL-COMMUNITY RECREATION INC | ||||||||
| 3802 REGENT ST | MADISON | WI | 537055221 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| FRIENDS OF THE ODYSSEY PROJECT INC | ||||||||
| 21 N PARK ST RM 7468 | MADISON | WI | 537151218 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $4,200 | |
| FRIENDS OF THE ZOO | ||||||||
| 606 S RANDALL AVE | MADISON | WI | 537151666 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| GATHERING WATERS CONSERVANCY INC | ||||||||
| 211 S PATERSON ST STE 270 | MADISON | WI | 537034538 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $7,500 | |
| GIRLS ON THE RUN DANE COUNTY | ||||||||
| 901 DEMING WAY STE 102 | MADISON | WI | 537171979 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| GRACE EPISCOPAL CHURCH | ||||||||
| 116 W WASHINGTON AVE | MADISON | WI | 537032740 | N/A | PUBLIC CHARITY | GRACE FOOD PANTRY | $750 | |
| GREATER MADISON CHAMBER OF COMMERCE FOUNDATION INC | ||||||||
| 615 E WASHINGTON AVE | MADISON | WI | 537032952 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |
| GREATER MADISON JAZZ CONSORTIUM INC | ||||||||
| 318 ELMSIDE BLVD | MADISON | WI | 537045704 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| HABITAT FOR HUMANITY OF DANE COUNTY INC | ||||||||
| 1014 FIEDLER LN UNIT 29 | MADISON | WI | 537132460 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | |
| HOO'S WOODS INC | ||||||||
| 11330 E SIX CORNERS RD | WHITEWATER | WI | 531903507 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| HOUSING INITIATIVES INC | ||||||||
| 1110 RUSKIN ST | MADISON | WI | 537044200 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $7,500 | |
| INDEPENDENT LIVING INC | ||||||||
| 2970 CHAPEL VALLEY RD STE 203 | MADISON | WI | 537117424 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $16,666 | |
| IRWIN A AND ROBERT D GOODMAN COMMUNITY CENTER INC | ||||||||
| 149 WAUBESA ST | MADISON | WI | 537045430 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| KUJICHAGULIA-MADISON CENTER FOR SELF DETERMINATION INC | ||||||||
| PO BOX 259806 | MADISON | WI | 537259806 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| LEADERSHIP GREATER MADISON | ||||||||
| 615 E WASHINGTON AVE | MADISON | WI | 537032952 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |
| LEOPOLD PARENT FACULTY ORGANIZATION | ||||||||
| 2602 POST RD | MADISON | WI | 537133528 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| LILADA'S LIVINGROOM INC | ||||||||
| 655 W BADGER RD | MADISON | WI | 537132013 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN INC | ||||||||
| 647 W VIRGINIA ST STE 300 | MILWAUKEE | WI | 532041535 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| MADISON AREA TECHNICAL COLLEGE FOUNDATION INC | ||||||||
| 3591 ANDERSON ST STE 203A | MADISON | WI | 537042533 | N/A | SO I | SCHOLARSHIPS AND GENERAL SUPPORT | $12,500 | |
| MADISON BACH MUSICIANS INC | ||||||||
| 44 E MIFFLIN ST STE 800 | MADISON | WI | 537032800 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| MADISON BLUES SOCIETY | ||||||||
| PO BOX 3202 | MADISON | WI | 537040202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| MADISON CHILDREN'S MUSEUM INC | ||||||||
| 100 N HAMILTON ST | MADISON | WI | 537032116 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| MADISON COMMUNITY FOUNDATION | ||||||||
| 2 SCIENCE CT | MADISON | WI | 537111088 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,500 | |
| MADISON METROPOLITAN SCHOOL DISTRICT | ||||||||
| 545 W DAYTON ST | MADISON | WI | 537031967 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $52,500 | |
| MADISON MUSEUM OF CONTEMPORARY ART INC | ||||||||
| 227 STATE ST | MADISON | WI | 537032214 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| MADISON MUSIC COLLECTIVE INC | ||||||||
| PO BOX 2096 | MADISON | WI | 537012096 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $300 | |
| MADISON NONPROFIT DAY | ||||||||
| 2214 SAINT PAUL AVE | MADISON | WI | 537045420 | N/A | PUBLIC CHARITY | MADISON NONPROFIT DAY CONFERENCE | $1,000 | |
| MADISON NORTHSIDE PLANNING COUNCIL INC | ||||||||
| 2702 INTERNATIONAL LN STE 203 | MADISON | WI | 537043117 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| MADISON OPERA INC | ||||||||
| 335 W MIFFLIN ST | MADISON | WI | 537032513 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| MADISON PARKS FOUNDATION INC | ||||||||
| 1402 WINGRA CREEK PKWY | MADISON | WI | 537152084 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| MADISON PUBLIC LIBRARY FOUNDATION INC | ||||||||
| 201 W MIFFLIN ST | MADISON | WI | 537032511 | N/A | PUBLIC CHARITY | MEADOWRIDGE LIBRARY, PINNEY LIBRARY, AND GENERAL SUPPORT | $18,750 | |
| MADISON SCIENCE MUSEUM | ||||||||
| 211 N CARROLL ST | MADISON | WI | 537032211 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |
| MADISON SYMPHONY ORCHESTRA INC | ||||||||
| 222 W WASHINGTON AVE STE 460 | MADISON | WI | 537032744 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,500 | |
| MADISON TRUST FOR HISTORIC PRESERVATION INC | ||||||||
| PO BOX 296 | MADISON | WI | 537010296 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| MADISON365 | ||||||||
| PO BOX 842 | MADISON | WI | 537010842 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| MADISON-AREA URBAN MINISTRY INC | ||||||||
| 2300 S PARK S STE 2022 | MADISON | WI | 537132026 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| MARCH OF DIMES FOUNDATION | ||||||||
| 8517 EXCELSIOR DR STE 111 | MADISON | WI | 537171995 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| MERITER FOUNDATION INC | ||||||||
| 202 S PARK ST | MADISON | WI | 537151507 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $4,000 | |
| MIDDLETON COMMUNITY VETERANS TRIBUTE INC | ||||||||
| 6710 CENTURY AVE | MIDDLETON | WI | 535621728 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| MIDDLETON OUTREACH MINISTRY INC | ||||||||
| 3502 PARMENTER ST | MIDDLETON | WI | 535621535 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $16,667 | |
| MONONA TERRACE COMMUNITY PROGRAMS AND ENDOWMENT FUND INC | ||||||||
| 1 JOHN NOLEN DR | MADISON | WI | 537033468 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| MONONA VOLUNTEER FIRE DEPARTMENT INC | ||||||||
| 5211 SCHLUTER RD | MONONA | WI | 537162533 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| MUSCULAR DYSTROPHY ASSOCIATION INC | ||||||||
| 330 S EXECUTIVE DR STE 100 | BROOKFIELD | WI | 530054215 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| NATURAL HERITAGE LAND TRUST INC | ||||||||
| 303 S PATERSON ST STE 6 | MADISON | WI | 537034534 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| NATURAL RESOURCES FOUNDATION OF WISCONSIN INC | ||||||||
| PO BOX 2317 | MADISON | WI | 537012317 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| NORTHSIDE BUSINESS ASSOCIATION INC | ||||||||
| 1213 N SHERMAN AVE | MADISON | WI | 537044236 | N/A | NC | BREAKFAST WITH SANTA FOOD DRIVE | $500 | |
| OCCUPAWS GUIDE DOG ASSOCIATION | ||||||||
| PO BOX 45857 | MADISON | WI | 537445857 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| OLBRICH BOTANICAL SOCIETY INC | ||||||||
| 3330 ATWOOD AVE | MADISON | WI | 537045808 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| ONE CITY EARLY LEARNING CENTERS INC | ||||||||
| 2012 FISHER ST | MADISON | WI | 537131906 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $12,500 | |
| OPERA FOR THE YOUNG INC | ||||||||
| 6441 ENTERPRISE LN STE 207 | MADISON | WI | 537191163 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| OUR LADY OF HOPE CLINIC INC | ||||||||
| 6425 ODANA RD STE 3 | MADISON | WI | 537191186 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| OVERTURE CENTER FOUNDATION INC | ||||||||
| 201 STATE ST | MADISON | WI | 537032214 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $43,750 | |
| PORCHLIGHT INC | ||||||||
| 306 N BROOKS ST | MADISON | WI | 537151082 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $11,500 | |
| PROFESSIONAL FIRE FIGHTERS OF WISCONSIN CHARITABLE FOUNDATION INC | ||||||||
| 7 N PINCKNEY ST STE 200 | MADISON | WI | 537034261 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| RAPE CRISIS CENTER INC | ||||||||
| 2801 COHO ST STE 301 | MADISON | WI | 537134577 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| REAP FOOD GROUP INC | ||||||||
| 306 E WILSON ST STE 2E | MADISON | WI | 537033990 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| SALVATION ARMY OF DANE COUNTY | ||||||||
| 3030 DARBO DR | MADISON | WI | 537141649 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| SCIENCE AND MATH FOR EVERYONE INC | ||||||||
| 309 ASHER CIR | MONONA | WI | 537163766 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN INC | ||||||||
| 2802 DAIRY DR | MADISON | WI | 537186751 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| SIMPSON STREET FREE PRESS INC | ||||||||
| 2411 W BROADWAY | MONONA | WI | 537131642 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| STARTINGBLOCK MADISON INC | ||||||||
| 510 CHARMANY DR STE 250 | MADISON | WI | 537191267 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $75,000 | |
| SUN PRAIRIE PUBLIC LIBRARY FOUNDATION INC | ||||||||
| 1350 LINNERUD DR | SUN PRAIRIE | WI | 535902631 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| SWAMPLOVERS FOUNDATION INC | ||||||||
| 5053 COUNTY ROAD KP | CROSS PLAINS | WI | 535289805 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| THE BLAIR STREET GARDENS COMMITTEE INC | ||||||||
| PO BOX 1333 | MADISON | WI | 537011333 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,350 | |
| THE HOSPICE ORGANIZATION AND PALLIATIVE EXPERTS OF WISCONSIN INC | ||||||||
| 3240 UNIVERSITY AVE STE 2 | MADISON | WI | 537053570 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| THE ITALIAN WORKMEN'S CLUB OF SICILY | ||||||||
| 914 REGENT ST | MADISON | WI | 537151247 | N/A | 501(C)(7) | 2015 FESTA ITALIA | $1,000 | |
| THE LINKS FOUNDATION INC | ||||||||
| PO BOX 7353 | MADISON | WI | 537077353 | N/A | PUBLIC CHARITY | JAZZ BRUNCH FUNDRAISER | $1,000 | |
| THE MIDDLETON GOOD NEIGHBOR FESTIVAL INC | ||||||||
| PO BOX 620211 | MIDDLETON | WI | 535620211 | N/A | 501(C)(4) | MIDDLETON GOOD NEIGHBOR FESTIVAL | $1,000 | |
| THE NEHEMIAH COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 655 W BADGER RD | MADISON | WI | 537132013 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $75,000 | |
| THE RAINBOW PROJECT INC | ||||||||
| 831 E WASHINGTON AVE | MADISON | WI | 537032935 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $750 | |
| THE RIVER ALLIANCE OF WISCONSIN INC | ||||||||
| 306 E WILSON ST STE 2W | MADISON | WI | 537033990 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| TRI 4 SCHOOLS INC | ||||||||
| 937 JENNA DR | VERONA | WI | 535938346 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $750 | |
| UMOJA | ||||||||
| PO BOX 2063 | MADISON | WI | 537012063 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| UNITED WAY OF DANE COUNTY FOUNDATION INC | ||||||||
| 2059 ATWOOD AVE | MADISON | WI | 537045388 | N/A | SO I | LASTING IMPACT CAMPAIGN | $33,333 | |
| UNITED WAY OF DANE COUNTY INC | ||||||||
| 2059 ATWOOD AVE | MADISON | WI | 537045388 | N/A | PUBLIC CHARITY | HIRE INITIATIVE AND GENERAL SUPPORT | $188,840 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 537264090 | N/A | PUBLIC CHARITY | LILY'S FUND, AMERICAN FAMILY CHILDREN'S HOSPITAL, AND WEIF WISCONSIN WIND COMPETITION | $15,333 | |
| UNIVERSITY OF WISCONSIN-MADISON COLLEGE OF ENGINEERING | ||||||||
| 1415 ENGINEERING DR RM 2205 | MADISON | WI | 537061607 | N/A | PUBLIC CHARITY | CLIMATE QUEST COMP | $5,000 | |
| URBAN LEAGUE OF GREATER MADISON INC | ||||||||
| 2222 S PARK ST STE 200 | MADISON | WI | 537132168 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $8,500 | |
| URBAN LEAGUE OF GREATER MADISON INC | ||||||||
| 2222 S PARK ST STE 200 | MADISON | WI | 537132168 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| URBAN TREE ALLIANCE LTD | ||||||||
| 1109 SHERMAN AVE | MADISON | WI | 537031619 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| VERONA AREA SCHOOL DISTRICT | ||||||||
| 5830 DEVORO RD | FITCHBURG | WI | 537115015 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| WIL-MAR NEIGHBORHOOD CENTER | ||||||||
| 953 JENIFER ST | MADISON | WI | 537033521 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $9,000 | |
| WISCONSIN ACADEMY FOR GRADUATE SERVICE DOGS INC | ||||||||
| 1338 DEWEY CT | MADISON | WI | 537035038 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| WISCONSIN ALUMNI RESEARCH FOUNDATION | ||||||||
| 614 WALNUT ST | MADISON | WI | 537262336 | N/A | SO-DP | WISCONSIN SCIENCE FESTIVAL | $1,000 | |
| WISCONSIN ASSOCIATION FOR ENVIRONMENTAL EDUCATION INC | ||||||||
| 800 RESERVE ST | STEVENS POINT | WI | 544811965 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| WISCONSIN CHAMBER ORCHESTRA INC | ||||||||
| 321 E MAIN ST | MADISON | WI | 537032813 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| WISCONSIN COUNCIL OF THE BLIND AND VISUALLY IMPAIRED INC | ||||||||
| 754 WILLIAMSON ST | MADISON | WI | 537033546 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| WISCONSIN COUNCIL ON CHILDREN AND FAMILIES INC | ||||||||
| 555 W WASHINGTON AVE STE 200 | MADISON | WI | 537032615 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| WISCONSIN ENVIRONMENTAL EDUCATION FOUNDATION INC | ||||||||
| 800 RESERVE ST | STEVENS POINT | WI | 544811965 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| WISCONSIN HISTORICAL FOUNDATION INC | ||||||||
| 816 STATE ST | MADISON | WI | 537061417 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| WISCONSIN HMONG ASSOCIATION INC | ||||||||
| 5710 CRABAPPLE LN | MADISON | WI | 537113435 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| WISCONSIN SOCIETY OF PHARMACY STUDENTS | ||||||||
| 777 HIGHLAND AVE | MADISON | WI | 537052222 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| WISCONSIN WOMEN IN GOVERNMENT INC | ||||||||
| PO BOX 2543 | MADISON | WI | 537012543 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,350 | |
| WISCONSIN WOMEN'S HEALTH FOUNDATION INC | ||||||||
| 2503 TODD DR | MADISON | WI | 537132341 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| WISCONSIN YOUTH SYMPHONY ORCHESTRA INC | ||||||||
| 455 N PARK ST RM 1625 | MADISON | WI | 537061405 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| WISCONSINEYE PUBLIC AFFAIRS NETWORK INC | ||||||||
| 122 W WASHINGTON AVE STE 200 | MADISON | WI | 537032715 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $8,333 | |
| WOMEN IN FOCUS INCORPORATED | ||||||||
| PO BOX 44013 | MADISON | WI | 537444013 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| ZONTA MADISON FOUNDATION INC | ||||||||
| 6229 SANDSNES LN | MADISON | WI | 537194852 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,077,755 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $425,623 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $144,959 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $574,163 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $574,163 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $6,900 | Amt |
| Net Investment Income | $1,380 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,520 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|
| THE ITALIAN WORKMEN'S CLUB OF SICILY | |||||||||
| 914 REGENT ST | MADISON | WI | 537151247 | 2015-04-10 | $1,000 | 2015 FESTA ITALIA | $1,000 | 2015-06-30 | FUNDS SPENT FOR THE PURPOSE INTENDED |
| THE MIDDLETON GOOD NEIGHBOR FESTIVAL INC | |||||||||
| PO BOX 620211 | MIDDLETON | WI | 535620211 | 2015-07-13 | $1,000 | MIDDLETON GOOD NEIGHBOR FESTIVAL | $1,000 | 2015-08-31 | FUNDS SPENT FOR THE PURPOSE INTENDED |
| ELECTRICAL WORKERS LOCAL 159 LABOR MANAGEMENT COOPERATION COMMITTEE FUND | |||||||||
| 5113 MONONA DR | MONONA | WI | 537162719 | 2015-10-27 | $4,000 | HOLIDAY FANTASY IN LIGHTS | $4,000 | 2016-01-30 | FUNDS SPENT FOR THE PURPOSE INTENDED |
| NORTHSIDE BUSINESS ASSOCIATION INC | |||||||||
| 1213 N SHERMAN AVE | MADISON | WI | 537044236 | 2015-11-11 | $500 | BREAKFAST WITH SANTA FOOD DRIVE | $500 | 2016-01-30 | 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 | $5,846,254 | EOYBookValueAmt |
| EOYFMV | $5,846,254 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MGE ENERGY INC. | $835,200 | $835,200 |
| COMMONFUND-MULTI-STRATEGY EQUITY FUND | $15,084,302 | $15,084,302 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $12,403 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,403 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED LOSSES ON INVESTMENTS | Desc |
| Amt | $783,428 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $369 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $369 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CFI MULTI-STRATEGY BOND FUND, K-1 | $228,768 | ||
| COMMONFUND INSTITUTIONAL MULTI-STRATEGY EQUITY FUND, K-1 | $173,145 | ||
| MISCELLANEOUS REVENUE | $3,500 | $3,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $64,519 | $64,519 | $0 |
| MANAGEMENT FEES | $42,396 | $4,240 | $38,156 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | CategoryTxt |
| Amt | $60,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments