2024-05-20T11:57:32-07:00 2023-06-30 390804160 Axley Brynelson LLP 2 E Mifflin street Suite 200 Madison WI 53703 990PF 2022-07-01 391914595 DAVID G AND NANCY B WALSH FAMILY FOUNDATION LTD DAVI 6082584269 C/O FOLEY LARDNER PO BOX 1497 MADISON WI 537011497 DAVID G WALSH President 6082584269 2023-08-31 true DAVID WALSH XXX-XX-XXXX true Steven E Grimm P01278809 6082575661 2024-05-20 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X X 7048616 X X 1081 1081 113965 113965 259819 859156 259819 187 0 0 374865 374865 187 1000 500 500 2712 2712 1000 1000 33703 33703 713 713 0 87 87 39215 38715 500 367100 367100 406315 38715 367600 -31450 336150 187 50908 319982 319982 0 0 3308243 3299162 6728634 0 0 0 0 0 0 3359151 3619144 7048616 0 0 0 0 0 X 3359151 3619144 3359151 3619144 3359151 3619144 3359151 -31450 291443 3619144 3619144 385 shrs Abbvie Inc. P 2021-01-01 2022-07-01 59685 0 22981 36704 0 0 0 36704 100 shrs Cigna Corp. P 2021-01-01 2022-07-01 26716 0 18130 8586 0 0 0 8586 745 shrs LKQ Corp. P 2021-01-01 2022-07-01 36535 0 23044 13491 0 0 0 13491 165 shrs McKesson Corp. P 2021-01-01 2022-07-01 54166 0 21019 33147 0 0 0 33147 350 shrs PepsiCo. Inc. P 2021-01-01 2022-07-01 58510 0 18881 39629 0 0 0 39629 152 shrs Bristol Meyers Squibb P 2021-01-01 2022-07-15 11358 0 8574 2784 0 0 0 2784 373 shrs Johnson & Johnson P 2021-01-01 2022-07-15 65364 0 42832 22532 0 0 0 22532 2475 shrs Hanger Inc. P 2021-01-01 2022-09-29 46331 0 15498 30833 0 0 0 30833 GE Healthcare Technologies cash in lieu P 2021-01-01 2023-01-06 19 0 26 -7 0 0 0 -7 1250 shrs Fidelity National Financial Grp P 2021-01-01 2023-03-15 41905 0 37573 4332 0 0 0 4332 1000 shrs Crown Holdings Inc. P 2021-01-01 2023-05-12 82114 0 48128 33986 0 0 0 33986 415 shrs General Electric P 2021-01-01 2023-05-12 41205 0 71760 -30555 0 0 0 -30555 1300 shrs Skechers USA Inc. P 2021-01-01 2023-06-01 67287 0 35840 31447 0 0 0 31447 100 shrs Alphabet Inc. P 2021-01-01 2023-06-22 12358 0 4084 8274 0 0 0 8274 85 shrs F&G Annuities & Life Inc. P 2022-12-01 2023-06-22 1824 0 1637 187 0 0 0 187 275 shrs General Electric P 2021-01-01 2023-06-22 28611 0 19216 9395 0 0 0 9395 225 shrs General Electric P 2021-01-01 2023-06-22 23461 0 12890 10571 0 0 0 10571 1900 shrs Kraft Heinz P 2021-01-01 2023-06-22 70079 0 49892 20187 0 0 0 20187 100 shrs Microsoft Inc. P 2021-01-01 2023-06-22 33916 0 5053 28863 0 0 0 28863 50 shrs Microsoft Inc. P 2021-01-01 2023-06-22 16973 0 3119 13854 0 0 0 13854 540 shrs 3M Corp. P 2021-01-01 2023-06-22 55360 0 90407 -35047 0 0 0 -35047 2850 shrs Newell Brand Inc. P 2021-01-01 2023-06-30 25379 0 48753 -23374 0 0 0 -23374 259819 187 4672 0 4672 0 4672 4997 4997 -4997 325 325 false false false false false false false true true WI true false false false false true N/A David G Walsh 6087724269 c/o Foley Lardner PO Box 1497 Madison WI 537011497 false false false false false false false false false false false false false false false false false false false false false false David G Walsh co Foley Lardner 150 E Gilman Street Madison WI 53701 Pres/Sec/Dir 2.00 0 0 0 Nancy B Walsh 150 E Gilman Street Madison WI 53701 VP/Treas/Dir 2.00 0 0 0 Harold Mayer 19 Fuller Drive Madison WI 53701 Director 1.00 500 0 0 Thomas Stolper 4001 Monona Drive 402 Monona WI 53716 Director 1.00 500 0 0 Michael Walsh 150 E Gilman Madison WI 53701 Director 1.00 0 0 0 Katherine Walsh 150 E Gilman Madison WI 53701 Director 1.00 0 0 0 Molly Walsh 150 E Gilman Madison WI 53701 Director 1.00 0 0 0 John G Walsh 2 E Mifflin Suite 200 Madison WI 53703 Director 1.00 0 0 0 NONE 0 NONE 0 6337060 91356 0 6428416 0 6428416 96426 6331990 316600 316600 4672 4672 311928 311928 311928 367600 367600 311928 366982 0 0 0 0 0 0 367600 366982 0 618 0 0 0 0 0 311310 0 0 0 0 0 0 0 David G and Nancy Walsh X UW Foundation 1848 Univeristy Avenue Madison WI 53708 509(a)(1) General Charitable 101000 Goodman Community Center 149 Waubesa Street Madison WI 53704 509(a)(1) General charitable 52500 Recovery Foundation 5005 University Ave 100 Madison WI 53705 509(a)(1) General charitable 5000 Gathering Waters Inc 211 S Paterson Street 270 Madison WI 53703 509(a)(1) General charitable 2000 Bless Our PriestsCatholic Diocese of Madison 705 S High Point Road Madison WI 53719 509(a)(1) General charitable 2100 The Langdon Club - Chicago University Madison WI 53705 509(a)(1) General charitable 2000 TSC Alliance 8737 Colesville Road Suite 400 Silver Spring MD 20910 509(a)(1) General Charitable 1250 Wisconsin Council of the Blind & Visually Impaired 754 Williamson Street Madison WI 53703 509(a)(1) General Charitable 25000 The Workshop- Galena 706 S West St Galena IL 61036 509(a)(1) General charitable 10000 Susan G Komen Breast Cancer Foundation 13770 Noel Road Suite 801889 Dallas TX 75380 509(a)(1) General charitable 1000 National Fallen Firefighters Foundation PO Drawer 498 Emmitsburg MD 21727 509(a)(1) General charitable 250 University of Notre Dame 1100 Grace Hall Notre Dame IN 46556 509(a)(1) General charitable 1000 Domestic Abuse Intervention Services (DAIS) 2102 Fordem Avenue Madison WI 53704 509(a)(1) General charitable 1000 Morgridge Institute for Research 330 North Orchard Street Madison WI 53715 509(a)(1) General charitable 1000 Rockford Family Planning Foundation PO Box 44007 Madison WI 53744 509(a)(1) General charitable 5000 Immaculate Heart of Mary Catholic Church 5101 Schofield Street Monona WI 53716 509(a)(1) General charitable 1000 St Bernard Catholic Church 2450 Atwood Avenue Madison WI 53704 509(a)(1) General charitable 1000 St Paul's Liberty Lutheran Church 3494 Oak Park Road Deerfield WI 53531 509(a)(1) General charitable 1000 Flight for Sight Inc 41 Fuller Drive Madison WI 53704 509(a)(1) General charitable 25000 Agrace Foundation 5395 East Cheryl Parkway Madison WI 53711 509(a)(1) General charitable 1000 Foundation Fighting Blindness PO Box 45740 Baltimore MD 212975740 509(a)(1) General charitable 26000 St Vincent De Paul PO Box 259686 Madison WI 537259686 509(a)(1) General charitable 15000 Jump In Foundation Inc Miracle League of Dane County 105 N High Point Road Madison WI 53717 509(a)(1) General charitable 25000 Friends of PACT Inc 600 Willamson Street Madison WI 53703 509(a)(1) General charitable 5000 Children's Theater of Madison 1055 East Mifflin Street Madison WI 53705 509(a)(1) General charitable 1000 Edgewood Campus School 829 Edgewood College Drive Madison WI 53711 509(a)(1) General charitable 5000 Overture Center Foundation 201 State Street Madison WI 53703 509(a)(1) General charitable 50000 Special Olympics 2600 Virginia Ave NW 11th floor Washington DC 20037 509(a)(1) General charitable 1000 367100 14 1081 14 113965 18 259819 374865 374865 false false false false false false false false false false Kathleen Laskis Bookkeeping 1000 385 shrs Abbvie Inc. Purchased 2022-07 59685 22981 36704 100 shrs Cigna Corp Purchased 2022-07 26716 18130 8586 745 shrs LKQ Corp Purchased 2022-07 36535 23044 13491 165 shrs McKesson Corp. Purchased 2022-07 54166 21019 33147 350 shrs PepsiCo. Inc. Purchased 2022-07 58510 18881 39629 152 shrs Bristol Meyers Squibb Purchased 2022-07 11358 8574 2784 373 shrs Johnson & Johnson Purchased 2022-07 65364 42832 22532 2475 shrs Hanger Inc. Purchased 2022-09 46331 15498 30833 GE Healthcare Technologies (cash in lieu) Purchased 2023-01 19 26 -7 1250 shrs Fidelity National Financial Purchased 2023-03 41905 37573 4332 1000 shrs Crown Holdings Inc. Purchased 2023-05 82114 48128 33986 415 shrs General Electric Purchased 2023-05 41205 71760 -30555 1300 shrs Skechers USA Inc. Purchased 2023-06 67287 35840 31447 100 shrs Alphabet Inc. Purchased 2023-06 12358 4084 8274 85 shrs F&G Annuities & Life Inc. 2022-12 Purchased 2023-06 1824 1637 187 275 shrs General Electric Purchased 2023-06 28611 19216 9395 225 shrs General Electric Purchased 2023-06 23461 12890 10571 1900 shrs Kraft Heinz Purchased 2023-06 70079 49892 20187 100 shrs Microsoft Corp Purchased 2023-06 33916 5053 28863 50 shrs Microsoft Corp Purchased 2023-06 16973 3119 13854 540 shrs 3M Corp Purchased 2023-06 55360 90407 -35047 2850 shrs Newell Brands Inc. Purchased 2023-06 25379 48753 -23374 See attached 3160256 6589728 Flugen Inc 118906 118906 Investigation Occular LLC 20000 20000 AXLEY BRYNELSON Legal/tax return 2712 Bank fees 18 18 Misc. Inv. Fee 69 69 Prior period adjustment 291443 Thompson Investment Management INVESTMENT MANAGEMENT FEES 33703 Foreign Tax paid 713 713