2017-05-05T09:49:02-05:00 2016-12-31 420714325 RSM US LLP PO BOX 5946 MADISON WI 537050946 990PF 2016-01-01 451844915 DAVID & MARY ANDERSON FAMILY FOUNDATION INC DAVI 6088365550 2525 MIDDLETON BEACH ROAD MIDDLETON WI 53562 DAVID ANDERSON PRESIDENT 6088365550 2017-05-03 1 BEVERLY A KLUMPH P00024017 6088332612 108.171.131.189 2017-05-03 10:06:00 CD P 0C8AE9C15DE2A153F2B3F9FDE1C8FF8A67D788CC F09455080562853F832900363057EFC36B366E94 2016 2021-01-29 14:40:06Z X 709815 X X 20568 20568 13470 238618 13470 34038 34038 0 0 0 2375 594 594 5031 5031 0 7406 5625 594 302066 348226 309472 5625 348820 -275434 28413 31271 13981 13981 70690 7545 7545 444055 363332 456263 350795 236519 232026 896811 621377 709815 0 0 X 896811 621377 0 0 0 0 896811 621377 896811 621377 896811 -275434 0 621377 0 621377 CAMBIAR INTL EQUITY FUND INS P 2016-03-15 2016-10-31 9309 9197 112 112 DODGE & COX STOCK FUND P 2015-08-24 2016-08-26 28820 28685 135 135 HARBOR CAPITAL APRCTION INST P 2014-10-15 2016-08-26 9429 6080 3349 3349 MIDCAP SPDR TRUST SERIES I E T F P 2013-03-05 2016-05-23 39601 28556 11045 11045 POWERSHARES QQQ ETF P 2015-12-08 2016-08-15 11661 11412 249 249 T ROWE PRICE BLUE CHIP GROWTH FD P 2013-09-13 2016-08-26 11365 8891 2474 2474 VANGUARD EQUITY INCOME ADM P 2014-06-30 2016-12-21 15058 14174 884 884 DOUBLELINE TOTAL RET BD I P 2014-10-15 2016-10-31 62340 63127 -787 -787 NUVEEN CORE PLUS BOND I P 2013-01-24 2016-12-21 47311 51149 -3838 -3838 NUVEEN REAL ESTATE SECS I P 2014-10-15 2016-12-21 3724 3877 -153 -153 13470 0 215895 1101908 0.195928 158219 1252488 0.126324 86711 1251806 0.069269 64500 951585 0.067782 266750 345669 0.771692 1.230995 0.246199 834123 205360 284 205644 348820 X 284 0 284 0 284 2064 2064 1780 1780 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 1 0 0 1 N/A DAVID ANDERSON 6088365550 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 DAVID R ANDERSON 2525 MIDDLETON BEACH ROAD MIDDLETON WI 53562 PRESIDENT/TREASURER 1.00 0 0 0 SARAH CAFLISCH 2211 FOLWELL AVENUE FALCON HEIGHTS MN 55108 BOARD MEMBER 1.00 0 0 0 KRISTINE MOSES 4918 SHERWOOD RD MADISON WI 53711 BOARD MEMBER 1.00 0 0 0 DAVID K ANDERSON 4917 WOODBURN DRIVE MADISON WI 53711 VICE PRESIDENT/SECRETARY 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 831851 14974 0 846825 0 0 846825 12702 834123 41706 41706 284 284 41422 0 41422 0 41422 348820 0 348820 284 348536 41422 0 0 258158 19069 27410 96505 161326 562468 348820 0 0 0 41422 307398 0 0 869866 0 0 0 0 0 0 258158 611708 19069 27410 96505 161326 307398 X AGRACE 5395 E CHERYL PARKWAY MADISON WI 53711 YES CLINICAL CERTIFICATION 60362 CATHOLIC CHARITIES PO BOX 46550 MADISON WI 53744 YES GENERAL PURPOSE 450 COFFEE HOUSE PRESS 79 13TH AVENUE NE SUITE 110 MINNEAPOLIS MN 55413 YES GENERAL PURPOSE 12500 EDGEWOOD COLLEGE 1000 EDGEWOOD COLLEGE DR MADISON WI 53711 YES NURSING SCHOLARSHIP 10000 FITZGERALD IN SAINT PAUL 950 HOYT AVENUE WEST SAINT PAUL MN 55117 YES GENERAL PURPOSE 5000 NORTHSIDE PTO 3620 HIGH RD MIDDLETON WI 53562 YES GENERAL PURPOSE 500 ROSEVILLE AREA SCHOOLS FOUNDATION 1910 W COUNTY RD B ROSEVILLE MN 55113 YES GENERAL PURPOSE 3000 SECOND HARVEST 2802 DAIRY DRIVE MADISON WI 53718 YES GENERAL PURPOSE 63353 UNITED WAY OF DANE COUNTY PO BOX 7548 MADISON WI 53707 YES GENERAL PURPOSE 18005 UW FOUNDATION 1848 UNIVERSITY AVENUE MADISON WI 53726 YES GENERAL PURPOSE 137356 UNIVERSITY OF MN FOUNDATION 200 OAK STREET SE SUITE 500 MINNEAPOLIS MN 55455 YES NURSING SCHOLARSHIP 5000 MADISON PARKS 210 MARTIN LUTHER KING JR BLVD MADISON WI 53703 YES GENERAL PURPOSE 2000 OKLAHOMA WOMEN'S COALITION 720 W WILSHIRE BLVD OKLAHOMA CITY OK 73116 YES GENERAL PURPOSE 5000 BADGER AIR COMMUNITY COUNCIL 8814 ROYAL OAKS DRIVE VERONA WI 53593 YES GENERAL PURPOSE 1500 MWABA 30 ASH ST MADISON WI 53726 YES GENERAL PURPOSE 10000 VAN HISE PTO 246 S SEGOE RD MADISON WI 53705 YES GENERAL PURPOSE 5000 FMPS 101 NOB HILL ROAD SUITE 300 MADISON WI 53713 YES GENERAL PURPOSE 5000 POTAWATOMI STATE PARK 3740 PARK DR STURGEON BAY WI 54235 YES GENERAL PURPOSE 500 CHISHOLM PTA 2300 E 33RD STREET EDMOND OK 73013 YES GENERAL PURPOSE 3000 BRIMHALL PTA 1744 WEST CTY RD B ROSEVILLE MN 55113 YES GENERAL PURPOSE 700 348226 0 14 20568 18 13470 0 34038 0 34038 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2375 594 594 US BANK 236519 232026 US BANK 363332 456263 BANK AGENCY FEES 5031 5031 0 DAVID ANDERSON 2525 MIDDLETON BEACH ROAD MIDDLETON WI 53562