2025-09-18T15:10:29-05:00 2024-12-31 420714325 RSM US LLP 1 S PINCKNEY STREET STE 930 MADISON WI 53703 990PF 2024-01-01 823835195 MADISON INVESTMENTS FOUNDATION INC MADI 6082740300 550 SCIENCE DR MADISON WI 53711 MAYA BITTAR VICE-PRESIDENT 6082740300 2025-09-16 1 1 JOE NUTINI P00217069 6088332612 2024 2025-03-06 01:10:19Z X 431421 X 132030 47 47 11616 11616 8577 361119 8577 152270 20240 0 0 0 0 0 250 0 0 0 400 0 0 400 650 0 0 400 110780 110780 111430 0 0 111180 40840 20240 0 23791 36593 36593 214133 248604 266758 119943 116942 114342 17202 13770 13728 375069 415909 431421 0 0 X 0 0 0 0 375069 415909 375069 415909 375069 415909 375069 40840 0 415909 0 415909 PUBLICLY TRADED SECURITIES P 349990 352542 -2552 -2552 CAPITAL GAINS DIVIDENDS P 11129 11129 11129 8577 281 0 281 0 281 124 0 250 0 374 0 93 93 0 0 0 0 0 0 0 0 0 0 0 0 1 WI 1 0 0 0 0 1 N/A MOLLY SMITH 6082169156 550 SCIENCE DRIVE MADISON WI 53711 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PATRICK RYAN 550 SCIENCE DRIVE MADISON WI 53711 SECRETARY-TREASURER 1.00 0 0 0 MAYA BITTAR 550 SCIENCE DRIVE MADISON WI 53711 VICE-PRESIDENT 0.50 0 0 0 STEVE CARL 550 SCIENCE DRIVE MADISON WI 53711 VICE-PRESIDENT 0.50 0 0 0 SARAH MORKEN 550 SCIENCE DRIVE MADISON WI 53711 VICE-PRESIDENT 0.50 0 0 0 LESLIE OLIVERSEN 860 WALTER RUN WAUNAKEE WI 53597 PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 440519 15161 0 455680 0 0 455680 6835 448845 22442 22442 281 281 22161 0 22161 0 22161 111180 0 111180 22161 0 0 88364 87575 81108 94746 82275 434068 111180 0 0 0 22161 89019 0 0 523087 0 0 0 0 0 0 88364 434723 87575 81108 94746 82275 89019 MARK HENRICKSON 550 SCIENCE DRIVE MADISON WI 53711 6082740300 MARKH@MADISONADV.COM WRITTEN GRANT APPLICATIONS SHOULD CONTAIN INFORMATION REGARDING THE AGENCY NAME AND LOCATION, AGENCY MISSION, BASIC NEEDS WITH A BRIEF EXPLANATION, SPECIFIC FOCUS FOR GRANT, AND BRIEF EXPLANATION OF THE PUBLIC BENEFIT THE GRANT WILL HAVE FOR MADISON. NONE THE CORPORATION IS FORMED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, OR SCIENTIFIC PURPOSES WITHIN THE MEANING OF INTERNAL REVENUE CODE 501(C)(3), INCLUDING THE DISTRIBUTION OF FUNDS TO SUPPORT SUCH PURPOSES. ASSET BUILDERS 1213 N SHERMAN AVENUE PMB 195 MADISON WI 53704 PC PROMOTE AND IMPLEMENT WEALTH-BUILDING STRATEGIES FOR LOW- TO MODERATE-INCOME ADULTS AND YOUTH 2000 BAY VIEW COMMUNITY CENTER 1320 E OKLAHOMA AVENUE MILWAUKEE WI 53207 PC WE BRING PEOPLE TOGETHER TO BUILD COMMUNITY AS AN INCLUSIVE, INDEPENDENT, COMMUNITY-SUPPORTED NONPROFIT ORGANIZATION. 1000 BIKES FOR KIDS WISCONSIN 354 COYIER LANE MADISON WI 53713 PC BIKES FOR KIDS WISCONSIN IS POWERED BY OUR LOVE OF CYCLING, OUR COMMUNITY, AND OUR PLANET. WE INCREASE THE USE OF BICYCLE-BASED TRANSPORTATION FOR EVERYONE 1000 BLACKHAWK SKI CLUB PO BOX 628094 MIDDLETON WI 53562 PC TO DEVELOP AND PROMOTE SKIING AND OTHER WINTER SPORTS IN MADISON, WISCONSIN AND ENVIRONS, BY IMPROVING EXISTING FACILITIES, DEVELOPMENT OF NEW AREAS, 1500 CARENET PREGNANCY CENTER 1350 MACARTHUR RD MADISON WI 53714 PC TO SUPPORT THE WORK DONE BY CARENET PREGNANCY CENTER. 1500 CHILDREN'S MERCY - KANSAS CITY 2401 GILLHAM ROAD KANSAS CITY MO 64108 PC EXCELLENCE IN HEALTHCARE FOR CHILDREN 1000 CHILDREN'S THEATER OF MADISON 1055 E MIFFLIN ST MADISON WI 53703 PC TO SUPPORT THE WORK DONE BY CHILDREN'S THEATER OF MADISON. 10000 CLASSMATES LITERACY FOUNDATION 1622 CYPRESS TRAIL MIDDLETON WI 53562 PC WE BELIEVE EVERY CHILD DESERVES A STRONG FOUNDATION IN LITERACYREGARDLESS OF BACKGROUND, ZIP CODE, OR DISABILITYAND THAT BEGINS WITH WELL-PREPARED EDUCATORS 1000 FEED KITCHENS 1219 NORTH SHERMAN AVENUE MADISON WI 53704 PC GENERAL OPERATING SUPPORT 1000 FELLER SCHOOL 5405 FLAD AVENUE MADISON WI 53711 PC TO PROVIDE COMPREHENSIVE EDUCATIONAL PROGRAMMING FOR CHILDREN AT-RISK OR SUFFERING FROM DYSLEXIA AS WELL AS TO FACILITATE TEACHER TRAINING AND PARENTAL EDUCATION IN SCHOOLS AND THE COMMUNITY 500 GILDA'S CLUB MADISON 7907 UW HEALTH COURT MIDDLETON WI 53562 PC TO SUPPORT THE WORK DONE BY GILDA'S CLUB MADISON. 1000 GOODMAN COMMUNITY CENTER 214 WAUBESA ST MADISON WI 53704 PC TO SUPPORT THE WORK DONE BY GOODMAN COMMUNITY CENTER. 10080 GOODWILL OF SOUTH CENTRAL WISCONSIN 1302 MENDOTA ST MADISON WI 53714 PC TO SUPPORT THE WORK DONE BY GOODWILL OF SOUTH CENTRAL WISCONSIN. 9000 HEART OF THE BRAIN 710 WESTWOOD PLAZA SUITE 1230 LOS ANGELES CA 90095 PC TO SUPPORT THE WORK DONE BY HEART OF THE BRAIN. 10000 KEGONSA WORKING FOR KIDS 1400 VERNON STREET STOUGHTON MO 53589 PC GENERAL OPERATING SUPPORT 100 KIDS FROM WISCONSIN LTD 640 SOUTH 84TH STREET MILWAUKEE WI 53214 PC TO SUPPORT THE WORK DONE BY KIDS FROM WISCONSIN LTD. 500 KVC HEALTH SYSTEMS INC 21350 W 153RD STREET OLATHE KS 66061 SO II TO ENRICH AND ENHANCE THE LIVES OF CHILDREN AND THEIR FAMILIES BY PROVIDING MEDICAL AND BEHAVIORAL HEALTHCARE, SOCIAL SERVICES AND EDUCATION. 2500 LITERACY NETWORK 701 DANE STREET MADISON WI 53713 PC LITERACY NETWORK HELPS ADULTS IN DANE COUNTY BUILD SKILLS, REACH GOALS, AND CONNECT COMMUNITIES. 7000 MADISON AREA FOOD GARDEN 11214 MIDTOWN ROAD VERONA WI 53593 PC TO SUPPORT THE WORK DONE BY MADISON AREA FOOD GARDEN. 1500 MADISON PUBLIC SCHOOL FOUNDATION 2005 WEST BELTLINE HIGHWAY SUITE 203 MADISON WI 53713 PC TO SUPPORT THE WORK DONE BY MADISON PUBLIC SCHOOLS FOUNDATION. 2500 MADISON READING PROJECT 1337 GREENWAY CROSS SUITE 186 MADISON WI 53713 PC TO SUPPORT THE WORK DONE BY MADISON READING PROJECT. 1000 MADISON STREET MEDICINE 1202 WILLIAMSON STREET STE 101 MADISON WI 53703 PC TO PROVIDE AND COORDINATE COMPASSIONATE, HOLISTIC HEALTHCARE FOR HOUSING INSECURE INDIVIDUALS IN THE MADISON AREA. 1000 MCPASD EDUCATIONS FOUNDATION 6907 UNIVERSITY AVENUE 243 MIDDLETON WI 53562 SO III TO PROVIDE INSPIRING EXPERIENCES FOR OUR STUDENTS NOW, AND FOR DECADES TO COME, THROUGH TEACHER INNOVATION GRANTS, STUDENT SCHOLARSHIPS AND A GROWING ENDOWMENT. 500 MENTORING POSITIVES 2844 E WASHINGTON AVENUE MADISON WI 53704 PC NEIGHBORHOOD BASED PROGRAMMING AND SOCIAL ENTREPRENEURSHIP PROGRAMS DESIGNED TO BOLSTER SOCIAL, INTERPERSONAL AND LEADERSHIP SKILLS, SELF-CONFIDENCE AND POSITIVE RELATIONSHIPS. 1000 OUR LADY OF HOPE CLINIC 6425 ODANA ROAD MADISON WI 53719 PC TO SUPPORT THE WORK DONE BY OUR LADY OF HOPE CLINIC. 1500 REACH A CHILD 6501 WATTS ROAD STE 217 MADISON WA 53719 PC GENERAL OPERATING SUPPORT 1000 RONALD MCDONALD HOUSE MADISON 2716 MARSHALL COURT MADISON WI 53705 PC TO SUPPORT THE WORK DONE BY RONALD MCDONALD HOUSE MADISON. 1000 SIENA RETREAT CENTER 5637 ERIE STREET RACINE WI 53402 PC SIENA RETREAT CENTER OFFERS RETREATS AND SPIRITUAL ENRICHMENT PROGRAMS. 500 SIERRA OAKS PTA 171 MILLS ROAD SACRAMENTO CA 95864 PC TO SUPPORT THE WORK DONE BY SIERRA OAKS PTA. 500 ST LUKE'S LUTHERAN CHURCH W1956 MAIN ST SULLIVAN WI 53178 PC TO SUPPORT ST. LUKE'S LUTHERAN CHURCH. 1000 STATEMENT ARTS 2 RIVER TERRACE APT 3K NEW YORK NY 10282 PC STATEMENT ARTS BELIEVE IN THE POWER OF AN INTEGRATED ARTS EDUCATION TO CULTIVATE THE NEXT GENERATION OF LEADERS WHO CAN INSPIRE SOCIAL AND CULTURAL CHANGE 3600 THE PLAYING FIELD 3910 MINERAL POINT RD MADISON WI 53705 PC TO SUPPORT THE PLAYING FIELD. 10000 THEA'S TABLE CO THE RIVER FOOD PANTRY 2201 DARWIN ROAD MADISON WI 53704 PC TO SUPPORT THE WORK DONE BY THEA'S TABLE. 9000 UNIVERSITY OF WISCONSIN FOUNDATION 1848 UNIVERSITY AVENUE MADISON WI 53726 PC UW FOUNDATION, DOING BUSINESS AS THE WISCONSIN FOUNDATION AND ALUMNI ASSOCIATION, EXISTS TO PROMOTE THE WELFARE OF AND ADVANCE THE OBJECTIVES OF THE UNIVERSITY OF WISCONSINMADISON BY ENCOURAGING THE INTEREST, ENGAGEMENT, AND FINANCIAL SUPPORT OF ALUMNI, DONORS, AND FRIENDS IN THE LIFE OF THE UNIVERSITY AND WITH EACH OTHER. 3500 URBAN TRIAGE 2312 S PARK STREET MADISON WI 53713 PC EMPOWER BLACK FAMILIES TO EXCEL AND BELIEVE IN THEIR ABILITY TO MAKE A DIFFERENCE BY WAY OF CRISIS RESPONSE, ADVOCACY, PSYCHO-EDUCATION, COMMUNITY SUPPORT SERVICES, INTERVENTION, LEADERSHIP DEVELOPMENT AND SYSTEMS TRAINING. 7000 WARRIORS AND QUIET WATERS FOUNDATION 351 EVERGREEN DRIVE STE A BOZEMAN MT 59715 PC WARRIORS & QUIET WATERS EMPOWERS POST-9/11 COMBAT VETERANS AND THEIR LOVED ONES TO THRIVE AND LIVE PURPOSE-DRIVEN LIVES THROUGH PEAK EXPERIENCES IN NATURE, MEANINGFUL RELATIONSHIPS, AND A SENSE OF COMMUNITY. 500 WAYFORWARD RESOURCES 3502 PARMENTER STREET MADISON WI 53562 PC WAYFORWARD RESOURCES BRINGS OUR COMMUNITY TOGETHER TO CREATE FOOD AND HOUSING SECURITY THROUGH ACTION AND ADVOCACY. 2000 WEA MEMBER BENEFITS FOUNDATION 660 JOHN NOLEN DRIVE MADISON WI 53713 PC TO SUPPORT PUBLIC EDUCATION, PUBLIC EDUCATORS, AND THE COMMUNITIES THEY SERVE. 1000 WISCONSIN PUBLIC RADIO ASSOCIATION INC 821 UNIVERSITY AVENUE MADISON WI 53706 PC GENERAL OPERATING SUPPORT 500 110780 0 14 47 14 11616 18 8577 0 20240 0 20240 0 0 0 0 0 0 0 0 0 0 X X 1 MADISON INVESTMENT HOLDINGS 550 SCIENCE DRIVE MADISON WI 53711 98650 X 2 FRANK E BURGESS 2455 W HOMESTEAD CIRCLE TETON VILLAGE WY 83025 10000 X 3 STEVEN A CARL 1004 FRANCONIA COURT WAUNAKEE WI 53597 5000 X MADISON AGGREGATE BOND 116942 114342 MADISON INVESTORS FUND CLASS I 107254 108542 MADISON MID CAP FUND CLASS I 43468 60147 MADISON SMALL CAP FUND CLASS I 25612 22936 MADISON DIVIDEND VALUE 45200 48169 MADISON SHORT TERM STGC INC ETF 27070 26964 ISHARES TREASURY AT COST 13770 13728 VOLUNTEER EXPENSES 400 0 0 400 TAX PAYMENT 250 0 0 0