ROOTS AND WINGS FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROOTS AND WINGS FOUNDATION INC (EIN 32-0581904)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-02
- IRS object ID
- 202123069349100212
- Schema version
- 2020v4.0
- 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
- Schedule B
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-02T09:14:00-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270420681 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN F SUBY AND ASSOCIATES SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 W BELTLINE HIGHWAY STE 201 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320581904 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROOTS AND WINGS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROOT | BusinessNameControlTxt |
| Phone | 6082733100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7107 GREENWOOD AVE N SUITE A | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHANA DALL'OSTO | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6082733100 | PhoneNum |
| Signature | 2021-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHANA | PersonFirstNm |
| Person Last | DALLOSTO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN F SUBY CPA | PreparerPersonNm |
| PTIN | P00455056 | PTIN |
| Phone | 6082733100 | PhoneNum |
| Preparation | 2021-11-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $119,566,113 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $126,085 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,521 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,521 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,573,825 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,573,825 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,811,273 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,795,974 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$1,108,842 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,576,346 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $114,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,700 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $108,300 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $81,017 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $81,017 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,198 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $16,198 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,750 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $18,750 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $811,518 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $811,518 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $32,812 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32,812 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $59,145 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $59,145 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,555 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,555 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $67,662 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $67,662 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,202,657 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $868,780 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $333,877 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,283,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,283,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,486,357 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $868,780 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,617,577 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,595,199 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $707,566 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,280,566 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,587,048 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,587,048 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $97,507,285 | CorporateStockBOYAmt |
| Corporate Stock EOY | $80,651,982 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $103,979,065 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $113,787,851 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,239,030 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $119,566,113 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $17,469 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $17,469 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $113,787,851 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $96,221,561 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $113,787,851 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $96,221,561 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $113,787,851 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $96,239,030 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $113,787,851 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,595,199 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28,909 | OtherIncreasesAmt |
| Subtotal | $96,221,561 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $96,221,561 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2019-01-01 | AcquiredDt |
| Sold | 2020-12-31 | SoldDt |
| Gross Sales Price | $18,795,974 | GrossSalesPriceAmt |
| Cost Or Other Basis | $21,607,247 | CostOrOtherBasisAmt |
| Gain Or Loss | -$2,811,273 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$2,811,273 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,811,273 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,835 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,835 | SubtotalAmt |
| Tax Based On Investment Income | $9,835 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $52 | EsPenaltyAmt |
| Tax Due | $6,887 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ROOTSWINGS.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN F SUBY & ASSOCIATES SC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082733100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 W BELTLINE HIGHWAY SUITE 201 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| JUDITH FAULKNER | ||||||||
| 2901 W BELTLINE HWY STE 201 | MADISON | WI | 53713 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| GORDON FAULKNER | ||||||||
| 2901 W BELTLINE HWY STE 201 | MADISON | WI | 53713 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SHANA DALL'OSTO | ||||||||
| 2901 W BELTLINE HWY STE 201 | MADISON | WI | 53713 | EXECUTIVE DI | 32.00 | $114,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLE SMITH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7107 GREENWOOD AVE N STE A | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM OFFI | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 24.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $72,888 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PROVIDENT TRUST COMPANY | ||||||
| N16 W23217 STONE RIDGE DR | STE 310 | WAUKESHA | WI | 53188 | INVESTMENT MGMT | $546,384 |
| JOHN F SUBY & ASSOCIATES SC | ||||||
| 2901 WEST BELTLINE HWY | SUITE 201 | MADISON | WI | 53713 | ADVISORY | $265,134 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $88,932,151 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,920,465 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $112,852,616 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $112,852,616 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,692,789 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $111,159,827 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,557,991 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,557,991 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,835 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,835 | TotalTaxAmt |
| Distributable Before Adj | $5,548,156 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,548,156 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,548,156 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,617,577 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $15,617,577 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $15,617,577 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,548,156 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $452,965 | UndistributedIncomePYAmt |
| Qualifying Distributions | $15,617,577 | QualifyingDistributionsAmt |
| Applied To Year1 | $452,965 | AppliedToYear1Amt |
| Applied To Current Year | $5,548,156 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,616,456 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,616,456 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $9,616,456 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $9,616,456 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHANA DALL'OSTO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7107 GREENWOOD AVE N SUITE A | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6082733100 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (116 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|---|
| ACCESS COMMUNITY HEALTH NETWORK | ||||||||
| 600 W FULTON ST | SUITE 200 | CHICAGO | IL | 60661 | NONE | ADDRESSING SOCIAL DETERMINANTS | $200,300 | |
| ADVOCACY AND BENEFIT COUNSELING | ||||||||
| 32 N BASSETT ST | MADISON | WI | 53703 | NONE | GENERAL OPERATIONS | $30,000 | ||
| ALAMEDA HEALTH SYSTEM | ||||||||
| 350 FRANK H OGAWA | PLAZA 900 | OAKLAND | CA | 94612 | NONE | PROGRAMS FOR HEALTH EQUITY | $150,000 | |
| AMERICAN ACADEMY OF PEDIATRICS | ||||||||
| 345 PARK BLVD | ITASCA | IL | 60143 | NONE | CATCH RESIDENCY GRANTS | $20,000 | ||
| AMERICAN CIVIL LIBERTIES UNION | ||||||||
| 125 BROAD ST | 18TH FLOOR | NEW YORK | NY | 10004 | NONE | GENERAL OPERATIONS | $100,200 | |
| ARC COMMUNITY SERVICES | ||||||||
| 2001 W BELTLINE HWY | STE 102 | MADISON | WI | 53713 | NONE | UNRESTRICTED | $50,000 | |
| ASSOCIATION OF FREE & CHARITABLE CL | ||||||||
| 1405 CAPITOL DR | PEWAUKEE | WI | 53072 | NONE | NATIONAL & WISCONSIN BRANCH | $750 | ||
| BADGER CHILDHOOD CANCER NETWORK | ||||||||
| 2215 ATWOOD AVE | MADISON | WI | 53704 | NONE | GENERAL OPERATIONS | $10,000 | ||
| BOSTON MEDICAL CENTER | ||||||||
| ONE BOSTON MEDICAL CTR PL | BOSTON | MA | 02118 | NONE | PROJECT REACH | $200,000 | ||
| BOYS AND GIRLS CLUB OF DANE CTY | ||||||||
| 1818 W BELTLINE HWY | MADISON | WI | 53713 | NONE | GENERAL OPERATIONS | $20,000 | ||
| BRADY CENTER TO PREVENT GUN VIOLENC | ||||||||
| 840 FIRST STREET NE | SUITE 400 | WASHINGTON | DC | 20002 | NONE | GENERAL OPERATIONS | $50,000 | |
| BRIARPATCH YOUTH SERVICES | ||||||||
| 2720 RIMROCK RD | MADISON | WI | 53713 | NONE | GENERAL OPERATIONS | $40,000 | ||
| CAMBRIDGE HEALTH FOUNDATION | ||||||||
| 230 HIGHLAND AVE | 1ST FLOOR | SOMERVILLE | MA | 02143 | NONE | COMMUNITY HEALTH IMPROVEMENTS | $250,000 | SOUNK |
| CENTRAL CITY CONCERN | ||||||||
| 232 NW 6TH AVE | PORTLAND | OR | 97209 | NONE | COVID 19 MASS TESTING EVENTS | $20,000 | ||
| REACH OUT AND READ INC | ||||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | NONE | GENERAL OPERATIONS | $40,000 | ||
| CHIPPEWA VALLEY FREE CLINIC | ||||||||
| 836 RICHARD DR | EAU CLAIRE | WI | 54701 | NONE | COMPREHENSIVE HEALTH CARE | $15,000 | ||
| PUBLIC HEALTH MADISON AND DANA CTY | ||||||||
| 210 MARTIN LUTHER KING JR | ROOM 508 | MADISON | WI | 53703 | NONE | NURSE-FAMILY PARTNERSHIP PROGRAM | $30,000 | GOVT |
| COMBAT BLINDNESS INTERNATIONAL | ||||||||
| PO BOX 5332 | MADISON | WI | 53705 | NONE | GENERAL OPERATIONS | $10,000 | ||
| COMMUNITY JUSTICE INC | ||||||||
| 214 N HAMILTON ST | STE 101 | MADISON | WI | 53703 | NONE | GENERAL OPERATIONS | $30,000 | |
| COMMUNITY SHARES OF WISCONSIN | ||||||||
| 612 W MAIN STREET | STE 200 | MADISON | WI | 53703 | NONE | GENERAL OPERATIONS | $20,000 | |
| CONTRA COSTA REGIONAL HEALTH | ||||||||
| 50 DOUGLAS DR | STE 310-A | MARTINEZ | CA | 94553 | NONE | COMMUNITY CRISIS RESPONSE | $315,000 | |
| CUMBERLAND MEMORIAL HOSPITAL | ||||||||
| 1110 7TH AVE | CUMBERLAND | WI | 54829 | NONE | MENTAL HEALTH AWARENESS | $40,000 | ||
| DANE COUNTY LIBRARY SERVICE | ||||||||
| 1874 S STOUGHTON RD | MADISON | WI | 53716 | NONE | PLAY LITERACY PROJECT | $5,000 | GOVT | |
| DENVER HEALTH FOUNDATION | ||||||||
| 777 BANNOCK ST | MC0111 | DENVER | CO | 80204 | NONE | DENVER HEALTH ANCHOR FRAMEWORK | $275,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | GENERAL OPERATIONS | $250,000 | ||
| DOMESTIC ABUSE INTERVENTION SERVICE | ||||||||
| 2102 FORDEM AVE | MADISON | WI | 53704 | NONE | GENERAL OPERATIONS | $45,000 | ||
| EAST BOSTON NEIGHBORHOOD HEALTH | ||||||||
| 10 GOVE ST | EAST BOSTON | MA | 02128 | NONE | HEALTH CARE FOR THE UNINSURED | $150,000 | ||
| EDGERTON HOSPITAL CAPITAL FDN | ||||||||
| 11101 N SHERMAN RD | EDGERTON | WI | 53534 | NONE | IMPROVE DIAGNOSTIC CAPABILITIES | $55,000 | SOUNK | |
| EDUCATION FUND TO STOP GUN VIOLENCE | ||||||||
| 805 15TH STREET NW | SUITE 410 | WASHINGTON | DC | 20005 | NONE | GENERAL OPERATIONS | $30,000 | |
| END DOMESTIC ABUSE WISCONSIN | ||||||||
| 1400 E WASHINGTON AVE | SUITE 227 | MADISON | WI | 53703 | NONE | GENERAL OPERATIONS | $20,000 | |
| ESKENAZI HEALTH FOUNDATION | ||||||||
| 725 ESKENAZI AVE | FL 5 | INDIANAPOLIS | IN | 46202 | NONE | PROGRAMMING AND CARE | $175,000 | |
| FORKS COMMUNITY HOSPITAL FDN | ||||||||
| 530 BOGACHIEL WAY | FORKS | WA | 98331 | NONE | NURSERY CAPITAL EQUIPMENT | $80,000 | ||
| FDN FOR MADISON PUBLIC SCHOOLS | ||||||||
| 101 NOB HILL RD | STE 300 | MADISON | WI | 53713 | NONE | GENERAL OPERATIONS | $80,000 | |
| GOLDEN VALLEY HEALTH CENTERS | ||||||||
| 737 W CHILDS AVE | MERCED | CA | 95341 | NONE | FOUNDATIONAL OPERATIONAL SUPPORT | $50,000 | SO | |
| GRACE CLINIC | ||||||||
| 800 W CANAL DR | KENNEWICK | WA | 99336 | NONE | MENTAL AND BEHAVIORAL HEALTHCARE | $25,000 | ||
| HENRY W GRADY FOUNDATION | ||||||||
| 192 PEACHTREE ST | SUITE 820 | ATLANTA | GA | 30303 | NONE | INTEGRATED BEHAVIORAL HEALTH SERVICE | $450,000 | |
| GRANT REGIONAL HEALTH CENTER | ||||||||
| 507 S MONROE ST | LANCASTER | WI | 53813 | NONE | SONOSITE ULTRASOUND SYSTEM | $35,000 | ||
| HARRIS COUNTY HOSPITAL DISTRICT | ||||||||
| 2525 HOLLY HALL | STE 292 | HOUSTON | TX | 77054 | NONE | COVID-19 RELATED GREATEST NEEDS | $350,000 | |
| HENNEPIN HEALTHCARE FOUNDATION | ||||||||
| 701 PARK AVE | LSB-3 | MINNEAPOLIS | MN | 55415 | NONE | REDLEAF CENTER FOR FAMILY HEALING | $350,000 | |
| HURLEY FOUNDATION | ||||||||
| 1 HURLEY PLAZA | FLINT | MI | 48503 | NONE | FOOD FARMACY, PED PVT ROOMS | $200,000 | ||
| JOURNEY MENTAL HEALTH CENTER | ||||||||
| 25 KESSEL CT | STE 105 | MADISON | WI | 53711 | NONE | GENERAL OPERATIONS | $60,000 | |
| JPS FOUNDATION | ||||||||
| 1223 S MAIN ST | FORT WORTH | TX | 76104 | NONE | ACCESS, CARE AND OUTCOMES | $325,000 | SOUNK | |
| KIDS FORWARD | ||||||||
| 555 W WASHINGTON AVE | STE 200 | MADISON | WI | 53703 | NONE | GENERAL OPERATIONS | $40,000 | |
| KLICKITAT VALLEY HEALTH MEMORIAL | ||||||||
| 310 S ROOSEVELT ST | GOLDENVALE | WA | 98620 | NONE | EMERGENCY DEPARTMENT SAFE ROOM | $20,000 | ||
| LA CLINICA DEL VALLE HEALTH CENTER | ||||||||
| 3617 S PACIFIC HWY | MEDFORD | OR | 97501 | NONE | MOBILE HEALTH CENTER OUTREACH | $20,000 | ||
| LAHAI HEALTH | ||||||||
| 19820 SCRIBER LAKE RD | STE 2 | LYNWOOD | WA | 98036 | NONE | 2021 PHINNY NEIGHBORHOOD ASSOC. | $20,000 | |
| LAKE AREA FREE CLINIC | ||||||||
| 856 B ARMOUR RD | STE B | OCONOMOWOC | WI | 53066 | NONE | DENTAL SERVICE AND BEHAVIORAL HEALTH | $50,000 | |
| LAKESHORE COMMUNITY HEALTH CARE | ||||||||
| PO BOX 959 | SHEBOYGAN | WI | 53082 | NONE | EMBEDDING DENTAL HYGIENIST | $35,000 | ||
| COMMUNITY HEALTH CENTER OF LANE CTY | ||||||||
| 2073 OLYMPIC ST | SPRINGFIELD | OR | 974773413 | NONE | SCHOOL-BASED HEALTH CENTER | $35,000 | GOVT | |
| LITERACY NETWORK | ||||||||
| 701 DANE ST | MADISON | WI | 53713 | NONE | GENERAL OPERATIONS | $15,000 | ||
| LOWER UMPQUA HOSPITAL FDN | ||||||||
| 600 RANCH ROAD | REEDSPORT | OR | 97467 | NONE | COUNSELING AND TOOLS FOR K-12 | $30,000 | ||
| MADISON PUBLIC LIBRARY FOUNDATION | ||||||||
| 201 W MIFFLIN ST | MADISON | WI | 53703 | NONE | DREAM BUS BOOKMOBILE | $10,000 | ||
| MADISON READING PROJECT | ||||||||
| 1337 GREENWAY CROSS | STE 186 | MADISON | WI | 53713 | NONE | GENERAL OPERATIONS | $15,000 | |
| MADISON-AREA URBAN MINISTRY | ||||||||
| 2115 S PARK ST | MADISON | WI | 53713 | NONE | PARENTING INSIDE-OUT AND UNRESTRICTE | $30,000 | ||
| METHODIST HOSPITALS FOUNDATION | ||||||||
| 600 GRANT STREET | GARY | IN | 46402 | NONE | MATERNAL-INFANT CARE PROGRAM | $200,000 | SOUNK | |
| MIDDLETON OUTREACH MINISTRY | ||||||||
| 3502 PARAMETER ST | MIDDLETON | WI | 53562 | NONE | GENERAL OPERATIONS | $25,000 | ||
| MILE BLUFF MEDICAL CENTER | ||||||||
| 1050 DIVISION ST | MAUSTON | WI | 53948 | NONE | PATIENT FINANCIAL ADVOCATES | $100,000 | SOUNK | |
| MORE SMILES WISCONSIN | ||||||||
| 630 E WASHINGTON AVE | MADISON | WI | 53703 | NONE | GENERAL OPERATIONS | $15,000 | ||
| NEW COMMUNITY CLINIC | ||||||||
| 622 BODART ST | GREEN BAY | WI | 54301 | NONE | PROMOTION OF MENTAL HEALTH SERVICES | $10,000 | ||
| NEIGHBORCARE HEALTH | ||||||||
| 1200 12TH AVE S | STE 901 | SEATTLE | WA | 98144 | NONE | STRONG MINDS, STRONG COMMUNITIES | $65,000 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVE NW | STE 300 | WASHINGTON | DC | 20036 | NONE | FUND FOR A SAFER FUTURE | $50,000 | |
| NYC HEALTH HOSPITALS | ||||||||
| 125 WORTH ST | 5TH FLOOR | NEW YORK | NY | 10013 | NONE | COVID-19 RESEARCH AND TESTING | $375,000 | |
| ONE BROOKLYN HEALTH SYSTEMS | ||||||||
| 1 BROOKDALE PLZ | BROOKLYN | NY | 11212 | NONE | OBHS FARM SHARE AND FAMILY SUPPORT | $275,000 | ||
| ONE CITY SCHOOLS | ||||||||
| 2012 FISHER ST | MADISON | WI | 53713 | NONE | GENERAL OPERATIONS | $20,000 | ||
| OPEN ARMS FREE CLINIC | ||||||||
| PO BOX 678 | ELKHORN | WI | 53121 | NONE | EXPAND BEHAVIORAL HEALTH SERVICES | $30,000 | ||
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||||
| PO BOX 473 | EAU CLAIRE | WI | 54702 | NONE | GENERAL OPERATIONS | $10,000 | ||
| OSCEOLA COMMUNITY HEALTH | ||||||||
| PO BOX 218 | OSCEOLA | WI | 54020 | NONE | EARLY CHILDHOOD PROGRAMMING | $30,000 | SOUNK | |
| OUTSIDE IN | ||||||||
| 1132 SW 13TH AVE | PORTLAND | OR | 97205 | NONE | ROSE PROGRAM | $15,000 | ||
| PARKLAND FOUNDATION | ||||||||
| 1341 W MOCKINGBIRD LN | NUMBER 1100E | DALLAS | TX | 75247 | NONE | HOMEWARD BOUND-DALLAS DEFLECTS CTR | $350,000 | |
| PENINSULA COMMUNITY HEALTH SERVICES | ||||||||
| PO BOX 960 | BREMERTON | WA | 98337 | NONE | MOBILE PROGRAM AND OUTREACH | $30,000 | ||
| PHYSICIANS FOR HUMAN RIGHTS | ||||||||
| 256 W 38TH ST | 9TH FLOOR | NEW YORK | NY | 10018 | NONE | GENERAL OPERATIONS | $30,000 | |
| PLANNED PARENTHOOD OF WISCONSIN | ||||||||
| 302 NORTH JACKSON ST | MILWAUKEE | WI | 53202 | NONE | GENERAL OPERATIONS | $750,450 | ||
| RAPE CRISIS CENTER | ||||||||
| 2801 COHO ST | STE 301 | MADISON | WI | 53713 | NONE | GENERAL OPERATIONS | $20,000 | |
| DANE COUNTY PARENTS COUNCIL | ||||||||
| 2096 RED ARROW TRAIL | FITCHBURG | WI | 53711 | NONE | GENERAL OPERATIONS | $100,000 | ||
| RED CABOOSE CHILD CARE CENTER | ||||||||
| 654 WILLIAMSON ST | MADISON | WI | 53703 | NONE | SCHOLARSHIP FUND | $16,000 | ||
| REEDSBURG AREA MEDICAL CENTER | ||||||||
| 2030 RIDGEVIEW DR | REEDSBURG | WI | 53959 | NONE | PATIENT CARE AND PROGRAM SUPPORT | $50,000 | SOUNK | |
| RISE WISCONSIN | ||||||||
| 1334 DEWEY CT | MADISON | WI | 53703 | NONE | GENERAL OPERATIONS | $80,000 | ||
| SALEM FREE CLINICS | ||||||||
| 1300 BROADWAY ST NE | SALEM | OR | 97301 | NONE | MENTAL HEALTH CARE AND MANAGEMENT | $25,000 | ||
| HEALTHCARE FOR THE HOMELESS NETWORK | ||||||||
| 401 5TH AVE | STE 1000 | SEATTLE | WA | 98104 | NONE | ESSENTIAL NEEDS FOR THE HOMELESS | $25,000 | GOVT |
| SECOND HARVEST FOODBANK | ||||||||
| 2802 DAIRY DR | MADISON | WI | 53718 | NONE | GENERAL OPERATIONS | $50,000 | ||
| SHARE OUR STRENGTH | ||||||||
| PO BOX 75475 | BALTIMORE | MD | 21275 | NONE | NO KID HUNGRY CAMPAIGN | $40,000 | ||
| SIMPSON STREET FREE PRESS | ||||||||
| PO BOX 6307 | MONONA | WI | 53713 | NONE | GENERAL OPERATIONS | $6,000 | ||
| SIXTEENTH ST COMMUNITY HEALTH CTR | ||||||||
| 1337 S CESAR E CHAVEZ DR | MILWAUKEE | WI | 53204 | NONE | BEHAVIORAL HEALTH AND COVID-19 | $135,000 | ||
| SKY LAKES MEDICAL CENTER | ||||||||
| 2865 DAGGETT AVE | KLAMATH FALLS | OR | 97601 | NONE | CASE MANAGEMENT | $100,000 | SOUNK | |
| SOUTH GEORGIA MEDICAL CENTER | ||||||||
| PO BOX 1727 | VALDOSTA | GA | 31603 | NONE | WOMEN AND INFANT SERVICES | $175,000 | ||
| ST CROIX REGIONAL MEDICAL CENTER | ||||||||
| 235 E STATE STREET | ST CROIX FALLS | WI | 54024 | NONE | PATHWAYS HUB AND PEDIATRICS | $85,000 | ||
| ST VINCENT DE PAUL | ||||||||
| PO BOX 259686 | MADISON | WI | 53725 | NONE | GENERAL OPERATIONS | $25,000 | ||
| SUMMIT PACIFIC MEDICAL FOUNDATION | ||||||||
| 600 E MAIN STREET | ELMA | WA | 98541 | NONE | SUMMIT FIGHTS HUNGER CAMPAIGN | $25,000 | ||
| TENANT RESOURCE CENTER | ||||||||
| 1202 WILLIAMSON ST | MADISON | WI | 53703 | NONE | EVICTION PREVENTION | $15,000 | ||
| THE BROOKLYN HOSPITAL FOUNDATION | ||||||||
| 121 DEKALB AVE | BROOKLYN | NY | 11201 | NONE | EMERGENCY PREPAREDNESS INITIATIVE | $300,000 | SOUNK | |
| THE COOPER FOUNDATION | ||||||||
| 3 COOPER PLAZA | SUITE 500 | CAMDEN | NJ | 08103 | NONE | COVID-19 ASSISTANCE | $250,000 | |
| THE INSTITUTE FOR FAMILY HEALTH | ||||||||
| 2006 MADISON AVE | NEW YORK | NY | 10038 | NONE | ESSENTIAL HEALTH SERVICES | $150,000 | ||
| NORTHLAKES COMMUNITY CLINIC | ||||||||
| 7665 US HIGHWAY 2 | IRON RIVER | WI | 54847 | NONE | FARM TO PATIENT PROGRAM | $75,000 | ||
| THE METROHEALTH FOUNDATION | ||||||||
| 2500 METROHEALTH DR TOWER | 135-A | CLEVELAND | OH | 44109 | NONE | METROHEALTH TRANSFORMATION CAMPAIGN | $4,000,000 | |
| THE OLYMPIA FREE CLINIC | ||||||||
| PO BOX 6310 | OLYMPIA | WA | 98507 | NONE | ONGOING PROGRAM OPERATIONS | $10,000 | ||
| THE PLAYING FIELD INC | ||||||||
| 3910 MINERAL POINT RD | MADISON | WI | 53705 | NONE | GENERAL OPERATIONS | $30,000 | ||
| THE ROAD HOME DANE COUNTY | ||||||||
| 890 W WINGRA DR | MADISON | WI | 53715 | NONE | GENERAL OPERATIONS | $30,000 | ||
| US FUNDS FOR UNICEF | ||||||||
| 125 MAIDEN LN | NEW YORK | NY | 10038 | NONE | GENERAL OPERATIONS | $100,000 | ||
| UMC FOUNDATION | ||||||||
| 1800 W CHARLESTON BLVD | STE 508 | LAS VEGAS | NV | 89102 | NONE | PEDIATRIC CRITICAL CARE TRANSPORT | $200,000 | |
| UNITED WAY OF DANE COUNTY | ||||||||
| PO BOX 7548 | MADISON | WI | 53707 | NONE | MISC. PROGRAM SUPPORT | $250,000 | ||
| UNITY CARE NW | ||||||||
| 1616 CORNWALL AVE | STE 205 | BELLINGHAM | WA | 98225 | NONE | VEGGIE RX | $20,000 | |
| UNIVERSITY OF MISSISSIPPI FDN | ||||||||
| 406 UNIVERSITY AVE | OXFORD | MS | 38655 | NONE | CHILDREN'S WITH MS CAPITAL CAMPAIGN | $300,000 | ||
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| US BANK LOCKBOX 78807 | MILWAUKEE | WI | 53278 | NONE | GREATEST NEEDS FND, ODYSSEY, & WAISM | $75,000 | ||
| VALLEY MEDICAL CENTER FOUNDATION | ||||||||
| 2400 CLOVE DR | SAN JOSE | CA | 95128 | NONE | HEALING FOR ENTERPRISE HEALTHCARE | $300,000 | ||
| VALLEYWISE HEALTH FOUNDATION | ||||||||
| 2901 E CAMELBACK RD | STE 202 | PHOENIX | AZ | 85016 | NONE | REFUGEE CLINIC | $225,000 | |
| VERA COURT NEIGHBORHOOD CENTER | ||||||||
| 614 VERA CT | MADISON | WI | 53704 | NONE | GENERAL OPERATIONS | $20,000 | ||
| VOLUNTEERS IN MEDICINE CLINIC | ||||||||
| 2260 MARCOLA RD | SPRINGFIELD | OR | 97477 | NONE | PRIMARY AND BEHAVIORAL HEALTHCARE | $35,000 | ||
| VOLUNTEERS IN MEDICINE CLINIC CASC | ||||||||
| 2300 NE NEFF RD | BEND | OR | 97701 | NONE | NURSING SUPPORT AND COORDINATION | $35,000 | ||
| W A V E EDUCATIONAL FUND | ||||||||
| PO BOX 170393 | MILWAUKEE | WI | 53223 | NONE | UNRESTRICTED | $10,000 | ||
| WACO FAMILY PRACTICE FOUNDATION | ||||||||
| 1600 PROVIDENCE DR | WACO | TX | 76707 | NONE | BUILDING FAMILY MEDICINE CAMPAIGN | $100,000 | SOUNK | |
| WESTERN WISCONSIN HEALTH | ||||||||
| 1100 BERGSLIEN ST | BALDWIN | WI | 54002 | NONE | SUBSTANCE USE DISORDER CAMPAIGN | $35,000 | ||
| WI ALLIANCE FOR INFANT HEALTH | ||||||||
| 133 S BUTLER ST | STE 340 | MADISON | WI | 53703 | NONE | GENERAL OPERATIONS | $15,000 | |
| WOMEN'S MEDICAL FUND | ||||||||
| PO BOX 248 | MADISON | WI | 53701 | NONE | GENERAL OPERATIONS | $75,000 | ||
| YAKIMA FAMILY FARM WORKERS | ||||||||
| PO BOX 190 | TOPPENISH | WA | 98948 | NONE | CHILDREN'S VILLAGE | $175,000 | ||
| YMCA MADISON | ||||||||
| 101 E MIFFLIN ST | STE 100 | MADISON | WI | 53703 | NONE | GENERAL OPERATIONS | $45,000 | |
| ACCESS COMMUNITY HEALTH CENTERS | ||||||||
| 2901 WEST BELTLINE HWY | SUITE 120 | MADISON | WI | 53713 | NONE | GENERAL OPERATIONS | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,283,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,521 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,573,825 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,811,273 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$1,234,927 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,234,927 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JUDITH R FAULKNER 2018 NONQUALIFIED | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 W BELTLINE HWY STE 201 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $126,085 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $80,651,982 | EOYBookValueAmt |
| EOYFMV | $103,979,065 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $18,750 | LegalFeesAmt |
| Net Investment Income | $18,750 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| COMPUTER EXPENSE | $14,923 | $14,923 |
| DUES AND SUBSCIPTIONS | $6,778 | $6,778 |
| GRANT DATABASE SUBSCRIPTION | $12,662 | $12,662 |
| INSURANCE | $8,478 | $8,478 |
| OFFICE EXPENSES | $8,448 | $8,448 |
| OTHER CONSULTING | $14,008 | $14,008 |
| TRAINING & CONFERENCES | $2,365 | $2,365 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $28,909 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ADVISORY FEES | $265,134 | $265,134 |
| INVESTMENT MANAGEMENT FEES | $546,384 | $546,384 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $2,472 | $2,472 |
| FOREIGN TAXES | $30,340 | $30,340 |