2024-11-18T07:16:39-08:00 2024-06-30 391795519 Sorge CPA & Business Advisors SC 5221 Monona Drive Monona WI 53716 990PF 2023-07-01 396510710 JACK DELOSS TAYLOR CHARITABLE TRUST JACK 6088276400 701 DEMING WAY 100 MADISON WI 53717 CHRISTOPHER BUGG Trustee 2024-11-18 true true Amy Heileman EA P01884121 6082212253 2023 2024-10-15 13:58:12Z X 2228839 X X 50528 50528 222241 599229 222241 272769 272769 19353 3871 15482 1200 1200 8709 8709 162 162 1485 1485 30909 13942 16967 490000 490000 520909 13942 506967 -248140 258827 163515 95933 95933 639587 459029 1125877 1171649 1171649 1007029 1974751 1726611 2228839 0 X 2487793 2487793 -513042 -761182 1974751 1726611 1974751 1726611 1974751 -248140 1726611 1726611 KINSALE P 2020-12-31 2023-12-31 13213 4618 8595 8595 VERALTO P 2016-12-31 2023-12-31 20 13 7 7 VERALTO P 2023-12-31 2023-12-31 5 6 -1 -1 COSTCO P 2016-12-31 2023-12-31 17541 5063 12478 12478 GOOSEHEAD P 2021-12-31 2023-12-31 17705 17098 607 607 AM SMALL CAP P 2020-12-31 2023-12-31 64018 44524 19494 19494 AM WASHINGTON MUTU P 2020-12-31 2023-12-31 59301 40292 19009 19009 AMPHENOL CORP P 2011-03-04 2023-12-15 30024 4442 25582 25582 VISA INC P 2018-01-17 2023-12-15 8202 3918 4284 4284 SCHWAB CHARLES INC P 2020-12-31 2023-12-31 10397 6648 3749 3749 FASTENAL P 2020-12-31 2023-12-31 15248 9007 6241 6241 ROPER P 2019-11-11 2023-12-19 16696 10493 6203 6203 AMAZON P 2016-09-09 2023-12-19 18798 4846 13952 13952 ALPHABET INC P 2022-01-19 2023-12-19 21725 21923 -198 -198 VISA INC P 2018-01-17 2023-12-19 22992 10896 12096 12096 CDW CORP P 2019-12-31 2023-12-19 31801 14166 17635 17635 CSW INDUSTRIALS P 2023-02-21 2023-12-19 16920 11608 5312 5312 FIRSTSERVICE P 2016-03-11 2023-12-19 21798 5440 16358 16358 BLACKSTONE P 2016-09-09 2024-01-10 16412 6040 10372 10372 AMAZON P 2016-09-09 2024-01-10 12210 3152 9058 9058 BLACKSTONE P 2020-12-31 2024-01-10 12033 7335 4698 4698 VERALTO P 2016-12-31 2024-01-10 4928 3125 1803 1803 VERALTO P 2023-05-26 2024-01-10 1326 1442 -116 -116 LINCOLN ELECTRIC P 2023-12-31 2024-01-25 202 180 22 22 LINCOLN ELECTRIC P 2023-12-31 2024-01-25 24323 16055 8268 8268 LINCOLN ELECTRIC P 2024-01-10 2024-01-25 245 189 56 56 COSTCO P 2016-12-08 2024-03-07 14746 3006 11740 11740 ASML HOLDING P 2013-04-01 2024-03-08 17808 3077 14731 14731 KINSALE P 2021-06-25 2024-03-08 9958 3101 6857 6857 WARBY PARKER P 2021-09-29 2024-04-08 23128 52445 -29317 -29317 PAYPAL HOLDINGS P 2023-08-07 2024-05-07 13146 12921 225 225 PAYPAL HOLDINGS P 2022-07-27 2024-05-07 22282 29613 -7331 -7331 TRADE DESK P 2018-05-06 2024-05-08 19124 8799 10325 10325 FLOWSERVE P 2022-11-02 2024-06-24 6692 3955 2737 2737 CSW INDUSTRIALS P 2023-02-21 2024-06-24 14262 7552 6710 6710 222241 3598 3598 3598 1966 1966 X 77 1709 0 false false false false false false false true true WI true false false false false true N/A CHRISTOPHER BUGG 6088276400 701 DEMING WAY MADISON WI 53717 false false false false true false false false false false false false false false false false false false false false false false CHRISTOPHER BUGG 701 DEMING WAY 100 MADISON WI 53717 Trustee 0.00 6451 PHILIP FOSTER 14501 WESTWOOD DRIVE ORLAND PARK IL 60462 Trustee 0.00 6451 DR CATHERINE H TAYLOR 15812 CENTENNIAL DRIVE ORLAND PARK IL 60462 Trustee 0.00 6451 NONE NONE 2088735 168694 0 2257429 0 2257429 33861 2223568 111178 111178 3598 3598 107580 107580 107580 506967 506967 107580 347018 1315543 191370 130418 154777 2139126 506967 0 107580 399387 2538513 0 347018 2191495 1315543 191370 130418 154777 399387 CHRISTOPHER BUGG 701 DEMING WAY 100 MADISON WI 53717 6088276400 CHRISBUGG1917@GMAIL.COM LETTER FORM - DESCRIPTION OF PROPOSED USE OF FUNDS AND EVIDENCE OF TAX-EXEMPT STATUS JANUARY 31 DISTRIBUTIONS ARE LIMITED TO SEC 501(C)(3) ORGANIZATIONS. GRANTS ARE MADE TO PROVIDE FINANCIAL ASSISTANCE TO NEEDY PEOPLE THROUGHOUT THE WORLD. PREFERENCE IS GIVEN TO CHILDREN OF UNDEVELOPED COUNTRIES WHOSE NEEDS ARE THE MOST FUNDAMENTAL OF NEEDS, SUCH AS FOOD AND MEDICAL CARE. ORGANIZATIONS WITH LOW ADMINISTRATIVE COSTS WILL BE GIVEN PREFERENCE. ACCESS COMMUNITY HEALTH CENTERS 2901 W BELTLINE HWY 120 MADISON WI 53713 NONE PC ASSISTANCE TO THE NEEDY 24000 AID TO ORPHANS OF MADAGASCAR 13670 LONE BEAR ROAD BOZEMAN MT 59715 NONE PC ASSISTANCE TO THE NEEDY 40000 AMAZON MEDICAL PROJECT PO BOX 194 MAZOMANIE WI 53560 NONE PC ASSISTANCE TO THE NEEDY 20000 BERNADINE FRANCISCAN SISTERS 2 BERNADINE DRIVE NEWPORT NEWS VA 23602 NONE PC ASSISTANCE TO THE NEEDY 10000 BETHEL MINISTRIES PO BOX 573 RESERVE NM 87830 NONE PC ASSISTANCE TO THE NEEDY 5000 BRAILLE LIBRARY TRANSCRIBING SERVIC 6501 WATTS ROAD STE 149 MADISON WI 53719 NONE PC ASSISTANCE TO THE NEEDY 12000 CAMP ALBRECHT 14837 SHERRILL ROAD SHERRILL IA 52073 NONE PC ASSISTANCE TO THE NEEDY 6000 CROHN'S AND COLITIS FOUNDATION 733 THIRD AVE STE 510 NEW YORK NY 10017 NONE PC ASSISTANCE TO THE NEEDY 6000 COMBAT BLINDNESS PO BOX 5332 MADISON WI 53705 NONE PC ASSISTANCE TO THE NEEDY 40000 GOOD NEWS PROJECT 3200 GOSFORD ROAD BAKERSFIELD CA 93309 NONE PC ASSISTANCE TO THE NEEDY 20000 LANGLEY HILL FRIENDS 226 CAUSEWAY ST 5TH FLOOR BOSTON MA 02114 NONE PC ASSISTANCE TO THE NEEDY 30000 MAX FOUNDATION 200 NE PACIFIC ST STE 103 SEATTLE WA 98105 NONE PC ASSISTANCE TO THE NEEDY 5000 MORAINE VALLEY COMMUNITY COLLEGE FN 9000 W COLLEGE PKWY PALO HILLS IL 60465 NONE PC ASSISTANCE TO THE NEEDY 26000 NEPAL YOUTH FOUNDATION 3030 BRIDGEWAY STE 625 SAUSALITO CA 94965 NONE PC ASSISTANCE TO THE NEEDY 60000 OSMAN HOPE INC PO BOX 1327 BRIGHTON MI 48116 NONE PC ASSISTANCE TO THE NEEDY 12000 PORCHLIGHT TRANSITIONAL HOUSING 306 N BROOKS ST MADISON WI 53715 NONE PC ASSISTANCE TO THE NEEDY 30000 PROJECT MERCY 7011 ARDMORE AVE FORT WAYNE IN 46809 NONE PC ASSISTANCE TO THE NEEDY 16000 ROMANIAN CHRISTIAN ENTERPRISES 21058 UNISON ROAD MIDDLEBURG VA 20117 NONE PC ASSISTANCE TO THE NEEDY 20000 RUBIN FOR KIDS PO BOX 1405 MADISON WI 53701 NONE PC ASSISTANCE TO THE NEEDY 16000 SALASACA LIBRARY PROJECT 2509 E RIDGE CREEK ROAD PHOENIX AZ 85024 NONE PC ASSISTANCE TO THE NEEDY 10000 SENIORS IN NEED COMMITTEE 2300 KENNEDY ST NE STE 40 MINNEAPOLIS MN 55413 NONE PC ASSISTANCE TO THE NEEDY 12000 THREE GAITS PO BOX 153 OREGON WI 53575 NONE PC ASSISTANCE TO THE NEEDY 24000 UNITED WAY OF DANE COUNTY PO BOX 7548 MADISON WI 53707 NONE PC ASSISTANCE TO THE NEEDY 20000 WISCONSIN BADGER CAMP PO BOX 723 PLATTEVILLE WI 53818 NONE PC ASSISTANCE TO THE NEEDY 20000 SOLE HOPE PO BOX 232 ST JAMES MO 65559 NONE PC ASSISTANCE TO THE NEEDY 6000 490000 14 50528 18 222241 272769 272769 false false false false false false false false false false SORGE TAX PREP 1200 1200 0 0 Office Expense 100 100 TRUSTEE EXPENSES 425 425 TRUSTEE EXPENSES 960 960 INVESTMENT FEES 8709 8709 0 0 FOREIGN TAX PAID ACCT 902640 162 162