2024-11-12T10:59:56-08:00 2024-06-30 390804160 Axley Brynelson LLP 2 E Mifflin street Suite 200 Madison WI 53703 990PF 2023-07-01 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 2024-10-22 true true Steven E Grimm P01278809 6082575661 2024-11-12 2023 2024-10-15 13:58:12Z X 8264651 X X 1118 1118 116664 116664 630514 1017818 630514 0 0 748296 748296 4500 2250 2250 8205 8205 5500 5500 38695 38695 120 120 5261 5261 0 75 75 62356 60106 2250 320321 320321 382677 60106 322571 365619 688190 319982 253115 253115 0 0 3299162 3670453 8011536 0 0 0 0 0 0 3619144 3923568 8264651 0 0 0 0 0 X 3619144 3923568 3619144 3923568 3619144 3923568 3619144 365619 -61195 3923568 3923568 628 shrs General Electric P 2022-01-01 2023-08-22 69897 0 35423 34474 0 0 0 34474 70 shrs Adobe Inc P 2022-01-01 2023-12-19 41000 0 19524 21476 0 0 0 21476 2975 shrs Freeport McMoran P 2022-01-01 2023-12-19 124142 0 60802 63340 0 0 0 63340 300 shrs NXP Semiconductors P 2022-01-01 2023-12-19 71225 0 30998 40227 0 0 0 40227 2750 shrs Infineon Technologies P 2022-01-01 2024-03-07 99247 0 50491 48756 0 0 0 48756 1050 shrs Masco Corp P 2022-01-01 2024-03-07 81632 0 13085 68547 0 0 0 68547 145 shrs NXP Semiconductors P 2022-01-01 2024-05-23 39678 0 14982 24696 0 0 0 24696 200 shrs Quallcomm P 2022-01-01 2024-05-23 40113 0 14128 25985 0 0 0 25985 2025 shrs Walmart P 2022-01-01 2024-06-05 133970 0 49055 84915 0 0 0 84915 1300 shrs Wells Fargo P 2022-01-01 2024-06-05 76028 0 33371 42657 0 0 0 42657 1000 shrs Zion Bancorporation P 2022-01-01 2024-06-05 41329 0 24808 16521 0 0 0 16521 1020 shrs Freeport McMoran P 2022-01-01 2024-06-24 50266 0 12971 37295 0 0 0 37295 165 shrs Microsoft P 2022-01-01 2024-06-24 74124 0 4375 69749 0 0 0 69749 350 shrs Qualcomm P 2022-01-01 2024-06-24 75167 0 23291 51876 0 0 0 51876 630514 9566 0 9566 0 9566 4825 4825 4825 X 32 4773 0 false false false false false false false true true WI true false false false true 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 1500 0 0 Thomas Stolper 4001 Monona Drive 402 Monona WI 53716 Director 1.00 1500 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 Street 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 Kathleen Laskis 150 E Gilman Street Madison WI 53703 Director 1.00 1500 0 0 NONE 0 NONE 0 7295642 55703 0 7351345 0 7351345 110270 7241075 362054 362054 9566 9566 352488 352488 352488 322571 322571 352488 311310 0 0 0 0 0 0 322571 311310 0 0 9011 2250 0 0 2250 0 0 0 0 343477 0 2250 0 0 0 0 2250 David G and Nancy Walsh X Boys and Girls Club of Dane County 5215 Verona Road Fitchburg WI 53711 509(a)(1) General Charitable 2000 Lou Warobick Junior Golf Foundation Inc W197S6927 Thornapple Trail Muskego WI 53150 509(a)(1) General charitable 1000 Beyond Type 1 400 Concar Drive San Mateo WI 94402 509(a)(1) General charitable 500 Gilda's Club Madison 7907 UW Health Court Middleton WI 53562 509(a)(1) General charitable 1000 The Varsity Collective Charitable Fund Inc 150 East Gilman Suite 5000 Madison WI 53703 509(a)(1) General charitable 1000 Irwin A and Robert D Goodman Community Center Inc 214 Waubesa Street Madison WI 53704 509(a)(1) General charitable 39000 The River Food Pantry Inc 2201 Darwin Road Madison WI 53704 509(a)(1) General Charitable 51000 Wisconsin Council of the Gathering Waters Inc 211 S Paterson Street Madison WI 53703 509(a)(1) General Charitable 1000 University of Wisconsin Foundation 1848 University Avenue Madison WI 53726 509(a)(1) General charitable 70000 Girls on the Run 901 Deming Way Suite 11 Madison WI 53717 509(a)(1) General charitable 7500 Project Home Inc 3841 Kipp Street Madison WI 53718 509(a)(1) General charitable 500 Society of St Vincent DePaul 2033 Fish Hatchery Road Madison WI 53713 509(a)(1) General charitable 5000 Madison Public Schools Foundation 2005 West Beltline Hwy Suite 203 Madison WI 53713 509(a)(1) General charitable 5000 Rubin for Kids Inc 1831 Rowley Ave Madison WI 53726 509(a)(1) General charitable 2500 Heart to Heart Experiences Inc W5291 Windmill Ridge Road New Glarus WI 53574 509(a)(1) General charitable 2500 Wisconsin Equal Justice Fund 822 Cabot Lane Madison WI 53711 509(a)(1) General charitable 1000 American Foundation for Suicide Prevention 199 Water Street 11th floor New York NY 10038 509(a)(1) General charitable 500 Foundation Fighting Blindness PO Box 45740 Baltimore MD 21297 509(a)(1) General charitable 1000 The Langdon Club 2007 N Seminary Ave Unit B Chicago IL 60614 509(a)(1) General charitable 2000 Susan G Komen 13770 Noel Road Suite 801889 Dallas TX 75380 509(a)(1) General charitable 1000 EasterSeals Wisconsin 1468 N High Point Road Suite 202 Middleton WI 53562 509(a)(1) General charitable 1000 Make a Wish 1702 E Highland Ave Suite 400 Phoenix AZ 85016 509(a)(1) General charitable 1036 TSC Alliance 8737 Colesville Road Suite 400 Silver Spring MD 20910 509(a)(1) General Charitable 1035 The Buckingham Club of Chicago 1848 University Avenue Madison WI 53726 509(a)(1) General Charitable 250 Flight for Sight Inc 138 Willoughby Street 27F Brooklyn NY 11201 509(a)(1) General charitable 2000 The Workshop 706 S West Street Galena IL 61036 509(a)(1) General charitable 10000 St Vincent DePaul - Galena 227 S Bench Street Galena IL 61036 509(a)(1) General charitable 10000 Monona Grove Education Foundation 5301 Monona Drive Monona WI 53716 509(a)(1) General charitable 15000 Foundation for Dane County Parks 5201 Fen Oak Drive 208 Madison WI 53718 509(a)(1) General charitable 10000 Salvation Army of Dane County 3030 Darbo Drive Madison WI 53714 509(a)(1) General charitable 30000 Amigos de las Americas 3730 Kirby Drive Suite 1200 Houston TX 77098 509(a)(1) General charitable 10000 McPherson Eye Research Institute 1111 Highland Avenue Madison WI 53705 509(a)(1) General charitable 10000 Vera Court Neighborhood Center 614 Vera Court Madison WI 53704 509(a)(1) General charitable 5000 Wisconsin Council of the Blind and Visually Impaired 745 Williamson Street Madison WI 53703 509(a)(1) General charitable 15000 David and Nancy Walsh Donor Advised Fund 150 East Gilman Street Suite 5000 Madison WI 53703 509(a)(1) General charitable 5000 320321 14 1118 14 116664 18 630514 748296 748296 false false false false false false false false false false Kathleen Laskis Bookkeeping 5500 5500 628 shrs General Electric Purchased 2023-08 69897 35423 34474 70 shrs Adobe Inc. Purchased 2023-12 41000 19524 21476 2975 shrs Freeport-McMoran Inc Purchased 2023-12 124142 60802 63340 300 shrs NXP Semiconductors Purchased 2023-12 71225 30998 40227 2750 shrs Infineon Technologies Purchased 2024-03 99247 50491 48756 1050 shrs Masco Corp Purchased 2024-03 81632 13085 68547 145 shrs NXP Semiconductors Purchased 2024-05 39678 14982 24696 200 shrs Quallcomm Inc 2024-05 40113 14128 25985 2025 shrs Walmart Inc Purchased 2024-06 133970 49055 84915 1300 shrs Wells Fargo Purchased 2024-06 76028 33371 42657 1000 shrs Zions Bancorporation Purchased 2024-06 41329 24808 16521 1020 shrs Freeport McMoran Purchased 2024-06 50266 12971 37295 165 shrs Microsoft Purchased 2024-06 74124 4375 69749 350 shrs Qualcomm Purchased 2024-06 75167 23291 51876 See attached 3531547 7872404 Flugen Inc 118906 118906 Investigation Occular LLC 20000 20226 AXLEY BRYNELSON Legal/tax return 8205 8205 Bank fees 6 6 Misc. Inv. Fee 69 69 Change in unrealized gain -61195 Thompson Investment Management INVESTMENT MANAGEMENT FEES 38695 38695 Foreign Tax paid 761 761 Investment income excise tax 4500 4500