2013-05-06T11:14:08-05:00 2012-12-31 420714325 MCGLADREY LLP PO BOX 5946 MADISON WI 537050946 990PF 2012-01-01 451844915 DAVID & MARY ANDERSON FAMILY FOUNDATION INC DAVI 6088365550 2525 MIDDLETON BEACH ROAD MIDDLETON WI 53562 MARY ANDERSON 6088365550 2013-04-30 1 BEVERLY A KLUMPH P00024017 6088332612 2012 2016-02-24 21:20:13Z X 1232311 X 500000 24658 24658 21112 247191 87514 545770 112172 0 0 0 2100 0 0 5814 0 0 4795 4785 0 12709 4785 0 63709 64500 76418 4785 64500 469352 107387 24540 18383 18383 17923 75771 75771 412299 719960 773587 250000 360000 364570 704762 1174114 1232311 0 0 X 704762 1174114 0 0 0 0 704762 1174114 704762 1174114 704762 469352 0 1174114 0 1174114 ALLIANT ENERGY CORP D 2004-09-13 2012-07-20 11862 5925 5937 5937 AMAZON COM INC D 2010-07-23 2012-12-11 29139 14291 14848 14848 APPLE INC D 2008-08-09 2012-10-09 15894 4353 11541 11541 GOOGLE INC D 2010-05-12 2012-12-11 47966 37427 10539 10539 ISHARES RUSSELL 3000 INDEX FUND D 2010-05-18 2012-12-11 33999 27555 6444 6444 ISHARES RUSSELL 2000 INDEX ETF D 2009-05-11 2012-10-09 69660 48957 20703 20703 MGE ENERGY INC D 2006-03-08 2012-07-20 35460 21169 14291 14291 CAPITAL GAINS DIVIDENDS P 3211 3211 3211 87514 0 266750 345669 0.771692 0.771692 0.771692 951585 734331 1074 735405 64500 2148 0 2148 0 2148 2000 2000 7 155 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 1 0 0 1 N/A MARY 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 MARY ANDERSON 2525 MIDDLETON BEACH ROAD MIDDLETON WI 53562 1.00 0 0 0 DAVID R ANDERSON 2525 MIDDLETON BEACH ROAD MIDDLETON WI 53562 1.00 0 0 0 SARAH CAFLISCH 2211 FOLWELL AVENUE FALCON HEIGHTS MN 55108 1.00 0 0 0 KRISTINE MOSES 285 GRAMERCY LN RENO NV 89509 1.00 0 0 0 DAVID K ANDERSON 4917 WOODBURN DRIVE MADISON WI 53711 1.00 0 0 0 MATHEW ANDERSON 1601 DURHAM COURT EDMOND OK 73013 1.00 0 0 0 JOSEPH ANDERSON 1814 SKYLINE CURVE MINNEAPOLIS MN 55410 1.00 0 0 0 NONE 0 NONE 0 0 943990 22086 0 966076 0 0 966076 14491 951585 47579 47579 2148 2148 45431 0 45431 0 45431 64500 0 64500 0 64500 45431 0 0 258158 258158 64500 0 0 0 45431 19069 0 0 277227 0 0 0 0 0 0 0 277227 258158 19069 X CATHOLIC CHARITIES 2450 ATWOOD AVE MADISON WI 53704 YES GENERAL PURPOSE 2200 EMPTY STOCKING PO BOX 8056 MADISON WI 53708 YES GENERAL PURPOSE 250 MIDDLETON OUTREACH MINISTRIES 7432 HUBBARD AVENUE MIDDLETON WI 53562 YES GENERAL PURPOSE 1000 ST BERNARD PARISH 2450 ATWOOD AVE MADISON WI 53704 YES GENERAL PURPOSE 2982 THE KIDS FUND PO BOX 8060 MADISON WI 53708 YES GENERAL PURPOSE 250 UW FOUNDATION 1848 UNIVERSITY AVE MADISON WI 53726 YES GENERAL PURPOSE 13193 MOMS ON THE RUN PO BOX 10994 RENO NV 89510 YES GENERAL PURPOSE 1200 FOUNDATION FOR MADISON'S PUBLIC SCHOOLS 455 SCIENCE DRIVE SUITE 130 MADISON WI 53711 YES GENERAL PURPOSE 2500 NATIONAL MS SOCIETY 1120 JAMES DRIVE STE A HARTLAND WI 53029 YES GENERAL PURPOSE 100 RAINBOW HEALTH INITIATIVE 3249 HENNEPIN AVE SUITE 45 MINNEAPOLIS MN 55408 YES GENERAL PURPOSE 5000 COFFEE HOUSE PRESS 79 THIRTEENTH AVENUE NE SUITE 110 MINNEAPOLIS MN 55413 YES GENERAL PURPOSE 2000 CHILDREN'S HOSPITAL OF ILLINOIS 4541 NORTH PROSPECT AVENUE PEORIA HEIGHTS IL 61616 YES GENERAL PURPOSE 100 SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN 2802 DAIRY DRIVE MADISON WI 53718 YES GENERAL PURPOSE 1000 OKLAHOMA ZOOLOGICAL SOCIETY PO BOX 18424 OKLAHOMA CITY OK 73154 YES GENERAL PURPOSE 2500 SISTERS OF CAMELOT 2701 36TH AVE S SUITE A MINNEAPOLIS MN 55406 YES GENERAL PURPOSE 3000 SHELLEY GLOVER SPORTS EDUCATION FOUNDATION PO BOX 5036 MADISON WI 53705 YES GENERAL PURPOSE 1750 DANE COUNTY HUMANE SOCIETY 5132 VOGES ROAD MADISON WI 53718 YES GENERAL PURPOSE 750 FREEDOM FROM RELIGION FOUNDATION PO BOX 750 MADISON WI 53701 YES GENERAL PURPOSE 2000 MIDDLETON COMMUNITY POLICE PARTNERSHIP INC 7341 DONNA DRIVE MIDDLETON WI 53562 YES GENERAL PURPOSE 25 ST JOSEPH PARISH 304 EAST ST BARABOO WI 53913 YES GENERAL PURPOSE 500 GIO'S GARDEN 2028 PARMENTER STREET MIDDLETON WI 53562 YES GENERAL PURPOSE 3800 POSITIVE TOMORROWS PO BOX 61190 OKLAHOMA CITY OK 73146 YES GENERAL PURPOSE 2500 THE FRIENDS OF PHEASANT BRANCH CONSERVANCY PO BOX 628242 MIDDLETON WI 53562 YES GENERAL PURPOSE 140 UNITED WAY OF DANE COUNTY PO BOX 7548 MADISON WI 53707 YES GENERAL PURPOSE 15760 64500 0 14 24658 18 21112 0 45770 0 45770 0 0 0 0 0 0 0 0 0 0 X X 1 DAVID MARY ANDERSON 2525 MIDDLETON BEACH ROAD MIDDLETON WI 53562 494619 X X 2 DAVID MARY ANDERSON 2525 MIDDLETON BEACH ROAD MIDDLETON WI 53562 5381 X 1 400 SHARES OF AMZN, 200 SHARES OF AAPL, 200 SHARES OF GOOG, 2,100 SHARES OF IWV, 100 SHARES OF IWM 494619 2012-06-21 ACCOUNTING FEES 2100 0 0 US BANK 360000 364570 US BANK 719960 773587 FILING FEES 10 0 0 BANK AGENCY FEES 4785 4785 0 DAVID MARY ANDERSON 2525 MIDDLETON BEACH ROAD MIDDLETON WI 53562 EXCISE TAXES 5814 0 0