DONALD W & MARGARET M ANDERSON FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DONALD W & MARGARET M ANDERSON FOUNDATION (EIN 65-6254236)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202611359349102216
- Schema version
- 2025v4.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T10:46:21-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391203191 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SVA CERTIFIED PUBLIC ACCTS SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 JOHN Q HAMMONS DRIVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656254236 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD W & MARGARET M ANDERSON | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONA | BusinessNameControlTxt |
| Phone | 6129160823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7645 TURNER ROAD | AddressLine1Txt |
| City | MAPLE PLAIN | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 553599544 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA VAN DE VEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6129160823 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIRSTEN HOUGHTON | PreparerPersonNm |
| PTIN | P01273230 | PTIN |
| Phone | 6088318181 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,878,916 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $266,159 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $266,159 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $817,928 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,865,147 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $817,928 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,344 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,344 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,088,431 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,088,431 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $165,846 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $165,846 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,990 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28,990 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $198,836 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $198,836 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,225,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,225,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,423,836 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $198,836 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,225,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$335,405 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $889,595 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $446,497 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $291,588 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $291,588 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,753,638 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,579,484 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,112,665 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $483,751 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $477,409 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $474,663 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,683,886 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,348,481 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,878,916 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $19,168,675 | CapitalStockBOYAmt |
| Capital Stock EOY | $19,168,675 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$3,484,789 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$3,820,194 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,683,886 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,348,481 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,683,886 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,348,481 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,683,886 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$335,405 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,348,481 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,348,481 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $4,902,169 | $3,400,794 | $1,501,375 | $1,501,375 |
| PUBLICLY TRADED SECURITIES | P | $3,962,978 | $4,646,425 | -$683,447 | -$683,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $817,928 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,365 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,365 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,365 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,320 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,955 | OverpaymentAmt |
| Applied To ES Tax | $4,955 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | 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 |
| Individual With Books | MARTHA VAN DE VEN | IndividualWithBooksNm |
| Phone | 6129160823 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1765 MEDINA WAY | AddressLine1Txt |
| City | LONG LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55356 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARTHA VAN DE VEN | ||||||||
| 7645 TURNER ROAD | MAPLE PLAIN | MN | 53559 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN RUEDISILI | ||||||||
| 59343 STATE HWY 171 | FERRYVILLE | WI | 54628 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KAREN ANDERSON | ||||||||
| 510 HOKIOKIO PLACE | LAHAINA | HI | 96761 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATHRYN SWITZKY | ||||||||
| 5459 COUNTY RD A | BROOKLYN | WI | 53521 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RONALD ANDERSON | ||||||||
| W6115 FAWN COURT | MONTELLO | WI | 53949 | TRUSTEE | 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 |
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 | $25,409,980 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $405,295 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,815,275 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,815,275 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $387,229 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,428,046 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,271,402 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,271,402 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,365 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,365 | TotalTaxAmt |
| Distributable Before Adj | $1,259,037 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,259,037 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,259,037 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,225,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,225,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,259,037 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $16,087 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $16,087 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,225,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,225,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $16,087 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $16,087 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $17,950 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AGRACE HOSPICECARE FOUNDATION | |||||||
| 5395 E CHERYL PARKWAY | FITCHBURG | WI | 53711 | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $120,000 | |
| BEACON INTERFAITH HOUSING COLLABORATIVE | |||||||
| 2610 UNIVERSITY AVE W | ST PAUL | MN | 55114 | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $20,000 | |
| CANNON FALLS MIDDLEHIGH SCHOOL | |||||||
| 1020 MINNESOTA ST E | CANNON FALLS | MN | 55009 | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $20,000 | |
| DANE COUNTY HUMANE SOCIETY | |||||||
| 5132 VOGES ROAD | MADISON | WI | 53718 | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $40,000 | |
| FERRYVILLE EMR | |||||||
| 170 PINE STREET | FERRYVILLE | WI | 54628 | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $7,500 | |
| FREE FLOW NEW MEXICO | |||||||
| MX6Q65 AGUA FRIA | SANTA FE | NM | 87507 | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $20,000 | |
| GRIEF CLUB OF MINNESOTA | |||||||
| 11985 TECHNOLOGY DRIVE | EDEN PRAIRIE | MN | 55344 | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $20,000 | |
| HOLOMAU GROUP | |||||||
| 54 KOULA PLACE | WAILUKU | HI | 96793 | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $100,000 | |
| INSTITUTE OF AMERICAN INDIAN ART | |||||||
| 83 AVAN NU PO ROAD | SANTA FE | NM | 87508 | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $52,800 | |
| INTERFAITH OUTREACH & COMMUNITY PARTNERS | |||||||
| 1605 COUNTY ROAD 101 | PLYMOUTH | MN | 55447 | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $75,000 | |
| LITTLE EAGLE ARTS FOUNDATION | |||||||
| CHALET COMPLEX 412 1/2 | WISCONSIN DELLS | WI | 53965 | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $25,000 | |
| MAUI MEDIC HEALERS HUI | |||||||
| LAHAINA COMPREHENSIVE HEALTH CENTER | AKOAKOA PLACE LAHAINA | HI | 96761 | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $40,000 | |
| MAYO CLINIC | |||||||
| 200 1ST ST SW | ROCHESTER | MN | 55905 | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $75,000 | |
| OPERATION FRESH START | |||||||
| 1925 WINNEBAGO STREET | MADISON | WI | 53704 | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $50,000 | |
| OREGON FOOD PANTRY | |||||||
| 107 N ALPINE PKWY | OREGON | WI | 53575 | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $20,000 | |
| PROJECT HOME FOR VETERANS | |||||||
| 3841 KIPP STREET | MADISON | WI | 53718 | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $15,000 | |
| SECOND HARVEST OF SOUTHERN WI | |||||||
| 2802 DAIRY DRIVE | MADISON | WI | 53718 | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $25,000 | |
| THE HIDDEN SEER SYSTEM | |||||||
| 906 S DR FRANCIS | SANTA FE | NM | 87505 | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $20,000 | |
| TWIN CITIES HABITAT FOR HUMANITY | |||||||
| 1954 UNIVERSITY AVE W | ST PAUL | MN | 55104 | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $5,000 | |
| UNIVERSITY OF WISCONSIN STOUT FOUNDATION - DEPT OF MULTI-CULTURAL STUDENT | |||||||
| 712 BROADWAY STREET S | MENOMONIE | WI | 54751 | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $80,000 | |
| WAYZATA COMMUNITY CHURCH | |||||||
| 125 WAYZATA BOULEVARD E | WAYZATA | MN | 55391 | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $30,000 | |
| WESTFIELD SCHOOL DISTRICT | |||||||
| N7046 CTY RD M | WESTFIELD | WI | 53964 | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $7,200 | |
| HASTINGS HOCKEY BOOSTER INC | |||||||
| PO BOX 482 | HASTINGS | MN | 55033 | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $10,000 | |
| GROVES LEARNING ORANIZATION | |||||||
| 3200 HIGHWAY 100 S | ST LOUIS PARK | MN | 54416 | PC | TO SUPPORT THE ORGANIZATION'S MISSION. | $20,000 | |
| COULEECAP INC | |||||||
| 200 E BLACKHAWK ST | PRAIRIE DU CHIEN | WI | 53821 | PC | TO SUPPORT THE ORGANIZATION'S MISSION. | $5,000 | |
| UNIVERSITY OF TOLEDO FOUNDATION | |||||||
| 4510 DORR ST MS 820 | TOLEDO | OH | 43615 | PC | TO SUPPORT THE ORGANIZATION'S MISSION. | $20,000 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 SE OAK STREET 500 | MINNEAPOLIS | MN | 55455 | PC | TO SUPPORT THE ORGANIZATION'S MISSION. | $40,000 | |
| LONG LAKE VOLUNTEER FIREMAN'S RELIEF ASSOCIATION | |||||||
| 4113 PONTOON ROAD | GRANITE CITY | IL | 62040 | PC | TO SUPPORT THE ORGANIZATION'S MISSION. | $10,000 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 4600 AMERICAN PARKWAY STE 103 | MADISON | WI | 53718 | PC | TO SUPPORT THE ORGANIZATION'S MISSION. | $25,000 | MADISON WI 53718 |
| MISSISSIPPI VALLEY CONSERVANCY | |||||||
| 1309 NORPLEX DRIVE 9 LA CROSSE WI | LA CROSSE | WI | 54601 | PC | TO SUPPORT THE ORGANIZATION'S MISSION. | $5,000 | 54601 |
| CLARK LAKE CONSERVATION ASSOCIATION | |||||||
| PO BOX 247 | NISSWA | MN | 56468 | PC | TO SUPPORT THE ORGANIZATION'S MISSION. | $2,500 | |
| RUBY HABITAT FOUNDATION | |||||||
| 2597 MT-287 | SHERIDAN | MT | 59749 | PC | TO SUPPORT THE ORGANIZATION'S MISSION. | $5,000 | |
| MONTANA LAND RELIANCE | |||||||
| 401 N CALIFORNIA STREET | HELENA | MT | 59601 | PC | TO SUPPORT THE ORGANIZATION'S MISSION. | $5,000 | |
| CHILD LOSS FOUNDATION | |||||||
| 8301 GOLDEN VALLEY RD 210 | GOLDEN VALLEY | MN | 55427 | PC | TO SUPPORT THE ORGANIZATION'S MISSION. | $5,000 | |
| MSU MANKATO FOUNDATION | |||||||
| 126 ALUMNI FOUNDATION CENTER | MANKATO | MN | 56001 | PC | TO SUPPORT THE ORGANIZATION'S MISSION. | $25,000 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | PC | TO SUPPORT THE ORGANIZATION'S MISSION. | $15,000 | |
| CANNON FALLS FIRE AND RESCUE | |||||||
| 320 HOFFMAN STREET | CANNON FALLS | MN | 55009 | PC | TO SUPPORT THE ORGANIZATION'S MISSION. | $10,000 | |
| COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN | |||||||
| 121 N PARKER DRIVE | JANESVILLE | WI | 53545 | PC | TO SUPPORT THE ORGANIZATION'S MISSION. | $5,000 | |
| ORONO HOCKEY BOOSTERS INC | |||||||
| PO BOX 495 | LONG LAKE | MN | 55356 | PC | TO SUPPORT THE ORGANIZATION'S MISSION. | $5,000 | |
| MAUI YOUTH AND FAMILY SERVICES | |||||||
| 1931 BALDWIN AVENUE | MAKAWAO | HI | 96768 | PC | TO SUPPORT THE ORGANIZATION'S MISSION. | $125,000 | |
| THE ACCOMPLIS COLLECTIVE | |||||||
| 1632 1ST AVENUE SUITE 22939 | NEW YORK | NY | 10028 | PC | TO SUPPORT THE ORGANIZATION'S MISSION. | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,225,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $266,159 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,344 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $817,928 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,088,431 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,088,431 | 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 FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED MICRO DEVICES INC | $200,699 | $321,240 |
| AIR PRODS & CHEMS INC | $164,409 | $141,542 |
| ALPHABET INC CL A | $194,601 | $1,032,900 |
| ALPHABET INC CL A | $121,312 | $1,095,500 |
| AMAZON.COM INC | $360,338 | $577,050 |
| AMAZON.COM INC | $456,753 | $577,281 |
| APPLE INC | $507,734 | $598,091 |
| BERKSHIRE HATHAWAY INC CL B | $308,146 | $402,120 |
| CHEVRON CORP NEW | $185,160 | $167,651 |
| COPART INC | $139,940 | $117,450 |
| DEERE & CO | $173,867 | $203,454 |
| FISERVE INC | $200,655 | $154,491 |
| HONEYWELL INTL INC | $180,678 | $195,090 |
| INTUIT | $107,416 | $212,637 |
| JOHNSON & JOHNSON | $176,303 | $279,383 |
| JPMORGAN CHASE & CO | $82,987 | $209,443 |
| LOWES COMPANIES INC | $171,026 | $226,690 |
| MASTERCARD INCORPORATED | $130,438 | $627,968 |
| MERCADOLIBRE INC COM | $323,266 | $503,565 |
| MERCK & CO INC | $118,758 | $162,416 |
| MICROSOFT CORP | $284,937 | $967,240 |
| MICROSOFT CORP | $137,581 | $677,068 |
| NVIDIA CORP | $225,163 | $1,146,975 |
| NVIDIA CORP | $55,382 | $1,585,250 |
| PEPSICO INC | $242,293 | $215,280 |
| PROCTER & GAMBLE CO | $130,841 | $133,708 |
| QUALCOMM INC | $115,479 | $162,498 |
| SALESFORCE INC | $204,734 | $218,551 |
| VISA INC | $150,875 | $436,634 |
| VISA INC | $51,523 | $631,278 |
| EXXON MOBILE CORP | $300,188 | $421,190 |
| PHILLIPS 66 | $229,263 | $303,244 |
| ELI LILLY & CO | $332,915 | $456,739 |
| TOAST INC | $175,678 | $355,100 |
| VSE CORP | $163,341 | $621,972 |
| ADVANCED MICRO DEVICES INC | $402,659 | $513,984 |
| DR HORTON INC | $200,864 | $240,242 |
| EXXON MOBILE CORP | $148,375 | $159,932 |
| META PLATFORMS, INC. | $507,072 | $609,923 |
| MICROCHIP TECHNOLOGY INC | $116,504 | $90,482 |
| PALO ALTO NETWORKS, INC. | $338,805 | $368,400 |
| SERVICE NOW, INC. | $170,281 | $153,190 |
| WALMART INC. | $97,065 | $200,538 |
| AMERICAN EXPRESS CO | $294,716 | $739,900 |
| APPLE INC. | $15,778 | $489,348 |
| INTUITIVE SURGICAL INC. | $399,786 | $566,360 |
| TAIWAN SEMICONDUCTOR SP-A | $203,307 | $334,279 |
| APPLIED MATERIALS | $147,222 | $218,442 |
| ASTERA LABS | $219,170 | $259,189 |
| BROADCOM INC | $141,255 | $294,185 |
| CHARLES SCHWAB CORP | $123,475 | $249,775 |
| COSTCO WHOLESALE GROUP | $23,297 | $21,559 |
| DANAHER CORP | $152,245 | $183,136 |
| ELEVANCE HEALTH INC | $215,980 | $245,385 |
| LOCKHEED MARTIN | $173,948 | $169,285 |
| NETFLIX | $333,636 | $278,280 |
| VANGUARD INDUSTRIALS | $247,825 | $253,623 |
| CRISPR THERAPEUTICS | $173,333 | $182,124 |
| AAR CORP | $369,424 | $455,345 |
| BGC GROUP | $190,557 | $178,600 |
| ELI LILLY & CO | $247,076 | $483,606 |
| INTUITIVE SURGICAL INC. | $108,590 | $141,590 |
| JP MORGAN CHASE & CO. | $399,046 | $547,774 |
| KINDER MORGAN INC | $265,516 | $274,900 |
| MICROCHIP TECHNOLOGY INC | $369,260 | $318,600 |
| MODINE MANUFACTURING | $314,547 | $400,530 |
| STRYKER CORP | $364,191 | $351,470 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ISHARES TR | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $477,409 | BookValueAmt |
| EOYFMV | $474,663 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION INCOME | Desc |
| Revenue And Expenses Per Books | $4,344 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,344 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,344 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEALTH ENHANCEMENT TRUST SERVICES FEES | $115,931 | $115,931 | $0 |
| QUARTERLY MANAGEMENT FEES - WISCONSIN CAPITAL MANAGEMENT | $49,353 | $49,353 | $0 |
| PROFESSIONAL FEES - CONSULTANT | $562 | $562 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2023 FORM 990-PF EXCISE TAXES | CategoryTxt |
| Amt | $28,990 | Amt |
| Net Investment Income | $28,990 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |