2020-06-08T12:31:31-05:00 2019-12-31 420714325 RSM US LLP PO BOX 5946 MADISON WI 537050946 990PF 2019-01-01 451844915 DAVID & MARY ANDERSON FAMILY FOUNDATION INC DAVI 6086982244 2525 MIDDLETON BEACH ROAD MIDDLETON WI 53562 DAVID ANDERSON BOARD MEMBER 6086982244 2020-05-20 1 MARY ASH P00024020 6088332612 2019 2022-09-23 18:48:47Z X 164503 X X 5221 5221 5584 148032 5584 10805 10805 0 0 0 2739 1370 1369 37 37 0 1672 1672 0 4448 3079 1369 119954 119954 124402 3079 121323 -113597 7726 6879 29286 29286 18442 1372 1372 157552 74067 83258 82233 49803 50587 265106 154528 164503 0 0 X 265106 154528 0 0 0 0 265106 154528 265106 154528 265106 -113597 3019 154528 0 154528 I SHARES S P SMALLCAP 600 INDEX FD P 2019-08-14 9808 9536 272 272 PRUDENTIAL SHORT DURATION HIGH YIELD P 2019-05-30 928 894 34 34 T ROWE PRICE BLUE CHIP GROWTH FUND INC P 2019-08-14 3038 3088 -50 -50 MIDCAP SPDR TRUST SERIES I E T F P 2019-08-14 13451 14730 -1279 -1279 VANGUARD 500 INDEX ADMIRAL P 2019-09-10 14025 13638 387 387 INVESCO OPPENHEIMER SENIOR FLOATING P 2019-08-14 14153 14893 -740 -740 CAMBIAR INTL EQUITY FUND INS P 2019-10-21 25553 23438 2115 2115 BAIRD AGGREGATE BOND FD INSTL P 2019-10-21 12599 12183 416 416 DOUBLELINE TOTAL RET BD I P 2019-10-21 15434 15522 -88 -88 FIDELITY ADV DIVERS INTL CL I P 2019-12-20 14582 12328 2254 2254 NUVEEN REAL ESTATE SECS I P 2019-10-21 2202 2117 85 85 VANGUARD EQUITY INCOME ADM P 2019-08-14 22259 20081 2178 2178 5584 0 228289 400796 0.569589 198449 623042 0.318516 348536 834123 0.417847 215895 1101908 0.195928 158219 1252488 0.126324 1.628204 0.325641 200331 65236 77 65313 121323 X 77 0 77 0 77 1082 0 0 1082 0 1005 1005 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 1 0 0 1 N/A DAVID ANDERSON 6086982244 2525 MIDDLETON BEACH ROAD MIDDLETON WI 53562 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID R ANDERSON 2525 MIDDLETON BEACH ROAD MIDDLETON WI 53562 PRESIDENT 1.00 0 0 0 SARAH CAFLISCH 2211 FOLWELL AVENUE FALCON HEIGHTS MN 55108 BOARD MEMBER 1.00 0 0 0 KRISTINE MOSES 5747 SANDHILL DRIVE MIDDLETON WI 53562 SECRETARY/TREASURER 1.00 0 0 0 DAVID K ANDERSON 4917 WOODBURN DRIVE MADISON WI 53711 VICE PRESIDENT 1.00 0 0 0 MATTHEW ANDERSON 1601 DURHAM COURT EDMOND OK 73013 BOARD MEMBER 1.00 0 0 0 JOSEPH ANDERSON 1814 SKYLINE CURVE MINNEAPOLIS MN 55410 BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 0 188809 14573 0 203382 0 0 203382 3051 200331 10017 10017 77 77 9940 0 9940 0 9940 121323 0 121323 77 121246 9940 0 0 96505 161326 307398 168031 208911 942171 121323 0 0 0 9940 111383 0 0 1053554 0 0 0 0 0 0 96505 957049 161326 307398 168031 208911 111383 X AGRACE 5395 E CHERYL PARKWAY MADISON WI 53711 YES GENERAL PURPOSE 25000 AMERICAN RED CROSS 2600 W WISCONSIN AVE MILWAUKEE WI 53233 YES GENERAL PURPOSE 2500 EDGEWOOD COLLEGE 1000 EDGEWOOD COLLEGE DR MADISON WI 53711 YES NURSING SCHOLARSHIP 10000 MINNESOTA LITERACY COUNCIL 700 RAYMOND AVENUE SUITE 180 SAINT PAUL MN 55114 YES GENERAL PURPOSE 7000 ROSEVILLE AREA SCHOOLS FOUNDATION 1910 W COUNTY RD B ROSEVILLE MN 55113 YES GENERAL PURPOSE 1000 UNITED WAY OF DANE COUNTY PO BOX 7548 MADISON WI 53707 YES GENERAL PURPOSE 18000 UNIVERSITY OF MN FOUNDATION 200 OAK STREET SE SUITE 500 MINNEAPOLIS MN 55455 YES GENERAL PURPOSE 20000 WISCONSIN CENTER FOR NURSING 1921 E HARTFORD AVE MILWAUKEE WI 53201 YES GENERAL PURPOSE 5000 THRIVE OKC 3000 UNITED FOUNDERS BLVD SUITE 247 OKLAHOMA CITY OK 73112 YES GENERAL PURPOSE 10000 OVERTURE CENTER 201 STATE STREET MADISON WI 53703 YES GENERAL PURPOSE 604 AMIGOS - WI CHAPTER PO BOX 407 SUN PRAIRIE WI 53590 YES GENERAL PURPOSE 10000 REFUGEE & IMMIGRANT CENTER FOR EDUCATION AND LEGAL SERVICES 1305 N FLORES STREET SAN ANTONIO TX 78212 YES GENERAL PURPOSE 10000 AMERICAN CANCER SOCIETY 725 HEARTLAND TRAIL UNIT 301 MADISON WI 53717 YES GENERAL PURPOSE 350 NORTHSIDE ELEMENTARY PTO 3620 HIGH ROAD MIDDLETON WI 53562 YES GENERAL PURPOSE 500 119954 0 14 5221 18 5584 0 10805 0 10805 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2739 1370 1369 US BANK 49803 50587 US BANK 74067 83258 BANK AGENCY FEES 1672 1672 0 OTHER ADJUSTMENT 3019 DAVID ANDERSON 2525 MIDDLETON BEACH ROAD MIDDLETON WI 53562 FOREIGN TAX PAID 37 37 0