Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
MADISON GAS AND ELECTRIC FOUNDATION
INC
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1231
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MADISON, WI537011231
A Employer identification number

39-6098118
B Telephone number (see instructions)

(608) 252-7070
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$22,299,626J Accounting method:
Modified cash
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 81 81  
4 Dividends and interest from securities... 425,623 337,588  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 144,959
b Gross sales price for all assets on line 6a 1,469,746
7 Capital gain net income (from Part IV, line 2)... 1,281,594
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 3,500 401,913  
12 Total. Add lines 1 through 11........ 574,163 2,021,176  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 12,403 0   12,403
b Accounting fees (attach schedule)....... Click to see attachment 6,900 1,380   5,520
c Other professional fees (attach schedule).... Click to see attachment 106,915 68,759   38,156
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 60,000 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 369 0   369
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 186,587 70,139   56,448
25 Contributions, gifts, grants paid....... 1,077,755 1,077,755
26 Total expenses and disbursements. Add lines 24 and 25 1,264,342 70,139   1,134,203
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -690,179
b Net investment income (if negative, enter -0-) 1,951,037
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 71,581 125,258 125,258
2 Savings and temporary cash investments......... 339,509 408,612 408,612
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable................. 2,500,000    
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 15,350,027 Click to see attachment15,919,502 15,919,502
c Investments—corporate bonds (attach schedule)....... 5,512,116 Click to see attachment5,846,254 5,846,254
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 23,773,233 22,299,626 22,299,626
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 23,773,233 22,299,626
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 23,773,233 22,299,626
31 Total liabilities and net assets/fund balances (see instructions). 23,773,233 22,299,626
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
23,773,233
2
Enter amount from Part I, line 27a .....................
2
-690,179
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
23,083,054
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
783,428
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
22,299,626
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a K-1, CFI MULTI-STRATEGY BOND FUND P    
b K-1, CFI MULTI-STRATEGY BOND FUND P    
c K-1, COMMONFUND INSTITUTIONAL MULTI-STRATEGY EQUITY FUND P    
d K-1, COMMONFUND INSTITUTIONAL MULTI-STRATEGY EQUITY FUND P    
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 140     140
b 166,732   188,152 -21,420
c 182,832     182,832
d 1,120,042     1,120,042
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       140
b       -21,420
c       182,832
d       1,120,042
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,281,594
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 971,338 20,318,292 0.047806
2013 807,059 16,445,855 0.049074
2012 715,470 14,167,738 0.050500
2011 744,122 14,319,798 0.051965
2010 610,032 13,617,428 0.044798
2
Total of line 1, column (d) .....................
20.244143
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.048829
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
22,499,239
5
Multiply line 4 by line 3......................
5
1,098,615
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
19,510
7
Add lines 5 and 6........................
7
1,118,125
8
Enter qualifying distributions from Part XII, line 4.............
8
1,134,203
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 19,510
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 19,510
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 19,510
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 44,738
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 44,738
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 25,228
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet19,520 RefundedBullet 11 5,708
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletNIKKI BUSKE Telephone no.bullet (608) 252-7070

    Located atbullet133 S BLAIR STMADISONWI ZIP+4bullet537880001
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    GARY WOLTER PRESIDENT
    1.00     		0 0 0
    133 S BLAIR ST
    MADISON,WI537880001
    JEFFREY NEWMAN SECRETARY AND TREASURER
    1.00     		0 0 0
    133 S BLAIR ST
    MADISON,WI537880001
    KRISTINE EUCLIDE VICE PRESIDENT
    1.00     		0 0 0
    133 S BLAIR ST
    MADISON,WI537880001
    LYNN HOBBIE VICE PRESIDENT
    1.00     		0 0 0
    133 S BLAIR ST
    MADISON,WI537880001
    SCOTT NEITZEL VICE PRESIDENT
    1.00     		0 0 0
    133 S BLAIR ST
    MADISON,WI537880001
    CRAIG FENRICK VICE PRESIDENT
    1.00     		0 0 0
    133 S BLAIR ST
    MADISON,WI537880001
    JEFFREY KEEBLER VICE PRESIDENT
    1.00     		0 0 0
    133 S BLAIR ST
    MADISON,WI537880001
    CARI ANNE RENLUND VICE PRESIDENT
    1.00     		0 0 0
    133 S BLAIR ST
    MADISON,WI537880001
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 SUPPORT THE PROGRAMS OF CHARITABLE AND OTHER EXEMPT ORGANIZATIONS PREDOMINANTLY LOCATED IN THE MADISON AREA. DURING 2015, GRANTS WERE PROVIDED TO 149 ORGANIZATIONS. 1,077,755
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    22,750,796
    b
    Average of monthly cash balances.......................
    1b
    91,071
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    22,841,867
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    22,841,867
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    342,628
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    22,499,239
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,124,962
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    1,124,962
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    19,510
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    19,510
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,105,452
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    3,500
    5
    Add lines 3 and 4............................
    5
    1,108,952
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,108,952
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,134,203
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,134,203
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    19,510
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,114,693
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 1,108,952
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011...... 39,665
    c From 2012...... 25,667
    d From 2013...... 21,924
    e From 2014......  
    fTotal of lines 3a through e........ 87,256
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 1,134,203
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 1,108,952
    e Remaining amount distributed out of corpus 25,251
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 112,507
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		112,507
    10 Analysis of line 9:
    a Excess from 2011.... 39,665
    b Excess from 2012.... 25,667
    c Excess from 2013.... 21,924
    d Excess from 2014....  
    e Excess from 2015.... 25,251
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    BONNIE JUUL
    133 S BLAIR ST
    MADISON,WI537880001
    (608) 252-7279
    bThe form in which applications should be submitted and information and materials they should include:
    COMPLETE GRANT PROPOSAL AND PROVIDE A COPY OF IRS DETERMINATION LETTER, CURRENT FINANCIAL STATEMENTS OR COPY OF MOST RECENT AUDIT REPORT, PROJECT OR PROGRAM BUDGET, AND COPY OF MINUTES AUTHORIZING GRANT PROPOSAL.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE GENERALLY AWARDED TO 501(C)(3) EXEMPT ORGANIZATIONS LOCATED WITHIN MADISON GAS AND ELECTRIC'S SERVICE TERRITORY.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACCESS COMMUNITY HEALTH CENTERS INC
    2901 W BELTLINE HWY STE 120
    MADISON,WI537134231     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,200
    AFRICAN ASSOCIATION OF MADISON INC
    PO BOX 1016
    MADISON,WI537011016     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,500
    AGRACE HOSPICECARE FOUNDATION INCORPORATED
    5395 E CHERYL PKWY
    FITCHBURG,WI537115395     		N/A PUBLIC CHARITY GENERAL SUPPORT 12,500
    AIDS NETWORK INCORPORATED
    600 WILLIAMSON ST STE H
    MADISON,WI537034531     		N/A PUBLIC CHARITY GENERAL SUPPORT 2,500
    ALDO LEOPOLD NATURE CENTER INC
    330 FEMRITE DR
    MONONA,WI537163716     		N/A PUBLIC CHARITY GENERAL SUPPORT 18,000
    AMERICAN HEART ASSOCIATION INC
    2850 DAIRY DR STE 300
    MADISON,WI537186742     		N/A PUBLIC CHARITY GENERAL SUPPORT 16,000
    AMERICAN RED CROSS
    2200 W HARRISON ST
    CHICAGO,IL606123506     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    ARTS WISCONSIN INC
    350 RUSSELL ST
    MADISON,WI537045337     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    ASSOCIATION OF FUNDRAISING PROFESSIONALS-GREATER MADISON CHAPTER INC
    PO BOX 45046
    MADISON,WI537445046     		N/A PUBLIC CHARITY GREATER MADISON CHAPTER PHILANTHROPY DAY 1,250
    BACH DANCING AND DYNAMITE SOCIETY OF WISCONSIN INC
    2702 KENDALL AVE
    MADISON,WI537053738     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    BADGER CHILDHOOD CANCER NETWORK INC
    3617 ROLLING HILL DR
    MIDDLETON,WI535621247     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    BADGER HONOR FLIGHT INC
    PO BOX 258066
    MADISON,WI537258066     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    BAYVIEW FOUNDATION INC
    601 BAY VW
    MADISON,WI537151482     		N/A PUBLIC CHARITY GENERAL SUPPORT 10,000
    BICYCLE FEDERATION OF WISCONSIN
    409 E MAIN ST UNIT 203
    MADISON,WI537034283     		N/A PUBLIC CHARITY GENERAL SUPPORT 2,500
    BIG BROTHERS AND BIG SISTERS OF DANE COUNTY INC
    2059 ATWOOD AVE
    MADISON,WI537045367     		N/A PUBLIC CHARITY GENERAL SUPPORT 2,500
    BRAILLE LIBRARY AND TRANSCRIBING SERVICES INC
    517 N SEGOE RD STE 200
    MADISON,WI537053172     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    BRIARPATCH YOUTH SERVICES INC
    410 PAWLING ST
    MADISON,WI537045046     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    CAPITAL CITY THEATER
    219 NAUTILUS DR APT A
    MADISON,WI537054331     		N/A PUBLIC CHARITY GENERAL SUPPORT 2,500
    CENTER FOR FAMILIES INC
    2120 FORDEM AVE
    MADISON,WI537044696     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    CENTRO HISPANO INC
    810 W BADGER RD
    MADISON,WI537132527     		N/A PUBLIC CHARITY GENERAL SUPPORT 25,000
    CHARLES HAMILTON HOUSTON INSTITUTE INC
    309 SAUK CREEK DR
    MADISON,WI537171822     		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000
    CHRIST THE SOLID ROCK CHURCH
    1502 PARKSIDE DR
    MADISON,WI537043613     		N/A PUBLIC CHARITY GENERAL SUPPORT 10,000
    CITY OF PRAIRIE DU CHIEN LIBRARY
    125 S WACOUTA AVE
    PRAIRIE DU CHIEN,WI538211632     		N/A PUBLIC CHARITY NEW LIBRARY 10,000
    CLEAN LAKES ALLIANCE INC
    150 E GILMAN ST STE 2600
    MADISON,WI537031441     		N/A PUBLIC CHARITY GENERAL SUPPORT 3,500
    CLEAN LAKES ALLIANCE INC
    150 E GILMAN ST STE 2600
    MADISON,WI537031441     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    CLEAN WISCONSIN INC
    634 W MAIN ST STE 300
    MADISON,WI537032687     		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000
    COMMUNITY GROUNDWORKS INC
    3601 MEMORIAL DR STE 4
    MADISON,WI537041573     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    COOL CHOICES INC
    222 N MIDVALE BLVD STE 8
    MADISON,WI537055072     		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000
    CREATIVE LEARNING PRESCHOOL INC
    105 S BUTLER ST
    MADISON,WI537033415     		N/A PUBLIC CHARITY GENERAL SUPPORT 7,500
    CYCROPIA AERIAL DANCE INCORPORATED
    1450 MORRISON ST
    MADISON,WI537033814     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    DANE BUY LOCAL FOUNDATION INC
    6300 ENTERPRISE LN
    MADISON,WI537191190     		N/A PUBLIC CHARITY GENERAL SUPPORT 2,500
    DANE COUNTY CASA INC
    210 MARTIN LUTHER KING JR BLVD RM
    356
    MADISON,WI537033344     		N/A PUBLIC CHARITY GENERAL SUPPORT 750
    DANE COUNTY CULTURAL AFFAIRS COMMISSION
    210 MARTIN LUTHER KING JR BLVD RM
    421
    MADISON,WI537033345     		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000
    DANE COUNTY ENVIRONMENTAL COUNCIL
    5201 FEN OAK DR STE 138
    MADISON,WI537188827     		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000
    DANE COUNTY PARKS
    5201 FEN OAK DR STE 208
    MADISON,WI537188827     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    DANE DANCES INC
    1809 HIDDEN HILL DR
    VERONA,WI535937975     		N/A PUBLIC CHARITY GENERAL SUPPORT 10,000
    DEAN FOUNDATION FOR HEALTH RESEARCH AND EDUCATION INC
    2711 ALLEN BLVD STE 300
    MIDDLETON,WI535622287     		N/A PUBLIC CHARITY BENEVOLENT SPECIALIST PROJECT FREE CLINIC 2,500
    DISABILITY PRIDE MADISON INC
    PO BOX 70795
    MADISON,WI537070795     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    DISCOVERY WORLD LTD
    500 N HARBOR DR
    MILWAUKEE,WI532025601     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    DISTRICT COUNCIL OF MADISON INC SOCIETY OF ST VINCENT DE PAUL
    2033 FISH HATCHERY RD
    MADISON,WI537131238     		N/A PUBLIC CHARITY GENERAL SUPPORT 2,500
    DOMESTIC ABUSE INTERVENTION SERVICES INC
    PO BOX 1761
    MADISON,WI537011761     		N/A PUBLIC CHARITY GENERAL SUPPORT 16,667
    DOWNTOWN MADISON PARTNERS INC
    122 W WASHINGTON AVE STE 250
    MADISON,WI537032732     		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000
    DOYENNE GROUP INC
    2100 WINNEBAGO ST STE 102
    MADISON,WI537045319     		N/A PUBLIC CHARITY GENERAL SUPPORT 2,500
    DUDGEON-MONROE NEIGHBORHOOD ASSOCIATION INC
    3249 MILWAUKEE ST STE 1
    MADISON,WI537141829     		N/A PUBLIC CHARITY JAZZ IN THE PARK 500
    EDGEWOOD COLLEGE INC
    1000 EDGEWOOD COLLEGE DR
    MADISON,WI537111997     		N/A PUBLIC CHARITY MINORITY SCHOLARSHIPS 11,666
    EDGEWOOD HIGH SCHOOL OF THE SACRED HEART INC
    2219 MONROE ST
    MADISON,WI537111904     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    ELECTRICAL WORKERS LOCAL 159 LABOR MANAGEMENT COOPERATION COMMITTEE FUND
    5113 MONONA DR
    MADISON,WI537162719     		N/A 501(C)(5) HOLIDAY FANTASY IN LIGHTS 4,000
    END TIME MINISTRIES INTERNATIONAL INC
    6708 WATTS RD
    MADISON,WI537191318     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    FAIRSHARE CSA COALITION INC
    303 S PATERSON ST STE 1B
    MADISON,WI537034534     		N/A PUBLIC CHARITY BIKE THE BARNS PROGRAM 2,500
    FORWARD THEATER COMPANY
    PO BOX 14574
    MADISON,WI537080574     		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000
    FOUNDATION FOR MADISON'S PUBLIC SCHOOLS INC
    101 NOB HILL RD RM 300
    MADISON,WI537133969     		N/A PUBLIC CHARITY GENERAL SUPPORT 6,000
    FRIENDS OF MADISON SCHOOL-COMMUNITY RECREATION INC
    3802 REGENT ST
    MADISON,WI537055221     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    FRIENDS OF THE ODYSSEY PROJECT INC
    21 N PARK ST RM 7468
    MADISON,WI537151218     		N/A PUBLIC CHARITY GENERAL SUPPORT 4,200
    FRIENDS OF THE ZOO
    606 S RANDALL AVE
    MADISON,WI537151666     		N/A PUBLIC CHARITY GENERAL SUPPORT 10,000
    GATHERING WATERS CONSERVANCY INC
    211 S PATERSON ST STE 270
    MADISON,WI537034538     		N/A PUBLIC CHARITY GENERAL SUPPORT 7,500
    GIRLS ON THE RUN DANE COUNTY
    901 DEMING WAY STE 102
    MADISON,WI537171979     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    GRACE EPISCOPAL CHURCH
    116 W WASHINGTON AVE
    MADISON,WI537032740     		N/A PUBLIC CHARITY GRACE FOOD PANTRY 750
    GREATER MADISON CHAMBER OF COMMERCE FOUNDATION INC
    615 E WASHINGTON AVE
    MADISON,WI537032952     		N/A PUBLIC CHARITY GENERAL SUPPORT 15,000
    GREATER MADISON JAZZ CONSORTIUM INC
    318 ELMSIDE BLVD
    MADISON,WI537045704     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    HABITAT FOR HUMANITY OF DANE COUNTY INC
    1014 FIEDLER LN UNIT 29
    MADISON,WI537132460     		N/A PUBLIC CHARITY GENERAL SUPPORT 20,000
    HOO'S WOODS INC
    11330 E SIX CORNERS RD
    WHITEWATER,WI531903507     		N/A PUBLIC CHARITY GENERAL SUPPORT 2,500
    HOUSING INITIATIVES INC
    1110 RUSKIN ST
    MADISON,WI537044200     		N/A PUBLIC CHARITY GENERAL SUPPORT 7,500
    INDEPENDENT LIVING INC
    2970 CHAPEL VALLEY RD STE 203
    MADISON,WI537117424     		N/A PUBLIC CHARITY GENERAL SUPPORT 16,666
    IRWIN A AND ROBERT D GOODMAN COMMUNITY CENTER INC
    149 WAUBESA ST
    MADISON,WI537045430     		N/A PUBLIC CHARITY GENERAL SUPPORT 2,500
    KUJICHAGULIA-MADISON CENTER FOR SELF DETERMINATION INC
    PO BOX 259806
    MADISON,WI537259806     		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000
    LEADERSHIP GREATER MADISON
    615 E WASHINGTON AVE
    MADISON,WI537032952     		N/A PUBLIC CHARITY GENERAL SUPPORT 15,000
    LEOPOLD PARENT FACULTY ORGANIZATION
    2602 POST RD
    MADISON,WI537133528     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    LILADA'S LIVINGROOM INC
    655 W BADGER RD
    MADISON,WI537132013     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN INC
    647 W VIRGINIA ST STE 300
    MILWAUKEE,WI532041535     		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000
    MADISON AREA TECHNICAL COLLEGE FOUNDATION INC
    3591 ANDERSON ST STE 203A
    MADISON,WI537042533     		N/A SO I SCHOLARSHIPS AND GENERAL SUPPORT 12,500
    MADISON BACH MUSICIANS INC
    44 E MIFFLIN ST STE 800
    MADISON,WI537032800     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,500
    MADISON BLUES SOCIETY
    PO BOX 3202
    MADISON,WI537040202     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    MADISON CHILDREN'S MUSEUM INC
    100 N HAMILTON ST
    MADISON,WI537032116     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,500
    MADISON COMMUNITY FOUNDATION
    2 SCIENCE CT
    MADISON,WI537111088     		N/A PUBLIC CHARITY GENERAL SUPPORT 3,500
    MADISON METROPOLITAN SCHOOL DISTRICT
    545 W DAYTON ST
    MADISON,WI537031967     		N/A PUBLIC CHARITY GENERAL SUPPORT 52,500
    MADISON MUSEUM OF CONTEMPORARY ART INC
    227 STATE ST
    MADISON,WI537032214     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    MADISON MUSIC COLLECTIVE INC
    PO BOX 2096
    MADISON,WI537012096     		N/A PUBLIC CHARITY GENERAL SUPPORT 300
    MADISON NONPROFIT DAY
    2214 SAINT PAUL AVE
    MADISON,WI537045420     		N/A PUBLIC CHARITY MADISON NONPROFIT DAY CONFERENCE 1,000
    MADISON NORTHSIDE PLANNING COUNCIL INC
    2702 INTERNATIONAL LN STE 203
    MADISON,WI537043117     		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000
    MADISON OPERA INC
    335 W MIFFLIN ST
    MADISON,WI537032513     		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000
    MADISON PARKS FOUNDATION INC
    1402 WINGRA CREEK PKWY
    MADISON,WI537152084     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    MADISON PUBLIC LIBRARY FOUNDATION INC
    201 W MIFFLIN ST
    MADISON,WI537032511     		N/A PUBLIC CHARITY MEADOWRIDGE LIBRARY, PINNEY LIBRARY, AND GENERAL SUPPORT 18,750
    MADISON SCIENCE MUSEUM
    211 N CARROLL ST
    MADISON,WI537032211     		N/A PUBLIC CHARITY GENERAL SUPPORT 15,000
    MADISON SYMPHONY ORCHESTRA INC
    222 W WASHINGTON AVE STE 460
    MADISON,WI537032744     		N/A PUBLIC CHARITY GENERAL SUPPORT 10,500
    MADISON TRUST FOR HISTORIC PRESERVATION INC
    PO BOX 296
    MADISON,WI537010296     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    MADISON365
    PO BOX 842
    MADISON,WI537010842     		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000
    MADISON-AREA URBAN MINISTRY INC
    2300 S PARK S STE 2022
    MADISON,WI537132026     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,500
    MARCH OF DIMES FOUNDATION
    8517 EXCELSIOR DR STE 111
    MADISON,WI537171995     		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000
    MERITER FOUNDATION INC
    202 S PARK ST
    MADISON,WI537151507     		N/A PUBLIC CHARITY GENERAL SUPPORT 4,000
    MIDDLETON COMMUNITY VETERANS TRIBUTE INC
    6710 CENTURY AVE
    MIDDLETON,WI535621728     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    MIDDLETON OUTREACH MINISTRY INC
    3502 PARMENTER ST
    MIDDLETON,WI535621535     		N/A PUBLIC CHARITY GENERAL SUPPORT 16,667
    MONONA TERRACE COMMUNITY PROGRAMS AND ENDOWMENT FUND INC
    1 JOHN NOLEN DR
    MADISON,WI537033468     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    MONONA VOLUNTEER FIRE DEPARTMENT INC
    5211 SCHLUTER RD
    MONONA,WI537162533     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    MUSCULAR DYSTROPHY ASSOCIATION INC
    330 S EXECUTIVE DR STE 100
    BROOKFIELD,WI530054215     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    NATURAL HERITAGE LAND TRUST INC
    303 S PATERSON ST STE 6
    MADISON,WI537034534     		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000
    NATURAL RESOURCES FOUNDATION OF WISCONSIN INC
    PO BOX 2317
    MADISON,WI537012317     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    NORTHSIDE BUSINESS ASSOCIATION INC
    1213 N SHERMAN AVE
    MADISON,WI537044236     		N/A NC BREAKFAST WITH SANTA FOOD DRIVE 500
    OCCUPAWS GUIDE DOG ASSOCIATION
    PO BOX 45857
    MADISON,WI537445857     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    OLBRICH BOTANICAL SOCIETY INC
    3330 ATWOOD AVE
    MADISON,WI537045808     		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000
    ONE CITY EARLY LEARNING CENTERS INC
    2012 FISHER ST
    MADISON,WI537131906     		N/A PUBLIC CHARITY GENERAL SUPPORT 12,500
    OPERA FOR THE YOUNG INC
    6441 ENTERPRISE LN STE 207
    MADISON,WI537191163     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    OUR LADY OF HOPE CLINIC INC
    6425 ODANA RD STE 3
    MADISON,WI537191186     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    OVERTURE CENTER FOUNDATION INC
    201 STATE ST
    MADISON,WI537032214     		N/A PUBLIC CHARITY GENERAL SUPPORT 43,750
    PORCHLIGHT INC
    306 N BROOKS ST
    MADISON,WI537151082     		N/A PUBLIC CHARITY GENERAL SUPPORT 11,500
    PROFESSIONAL FIRE FIGHTERS OF WISCONSIN CHARITABLE FOUNDATION INC
    7 N PINCKNEY ST STE 200
    MADISON,WI537034261     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,500
    RAPE CRISIS CENTER INC
    2801 COHO ST STE 301
    MADISON,WI537134577     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    REAP FOOD GROUP INC
    306 E WILSON ST STE 2E
    MADISON,WI537033990     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    SALVATION ARMY OF DANE COUNTY
    3030 DARBO DR
    MADISON,WI537141649     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    SCIENCE AND MATH FOR EVERYONE INC
    309 ASHER CIR
    MONONA,WI537163766     		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000
    SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN INC
    2802 DAIRY DR
    MADISON,WI537186751     		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000
    SIMPSON STREET FREE PRESS INC
    2411 W BROADWAY
    MONONA,WI537131642     		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000
    STARTINGBLOCK MADISON INC
    510 CHARMANY DR STE 250
    MADISON,WI537191267     		N/A PUBLIC CHARITY GENERAL SUPPORT 75,000
    SUN PRAIRIE PUBLIC LIBRARY FOUNDATION INC
    1350 LINNERUD DR
    SUN PRAIRIE,WI535902631     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    SWAMPLOVERS FOUNDATION INC
    5053 COUNTY ROAD KP
    CROSS PLAINS,WI535289805     		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000
    THE BLAIR STREET GARDENS COMMITTEE INC
    PO BOX 1333
    MADISON,WI537011333     		N/A PUBLIC CHARITY GENERAL SUPPORT 10,350
    THE HOSPICE ORGANIZATION AND PALLIATIVE EXPERTS OF WISCONSIN INC
    3240 UNIVERSITY AVE STE 2
    MADISON,WI537053570     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    THE ITALIAN WORKMEN'S CLUB OF SICILY
    914 REGENT ST
    MADISON,WI537151247     		N/A 501(C)(7) 2015 FESTA ITALIA 1,000
    THE LINKS FOUNDATION INC
    PO BOX 7353
    MADISON,WI537077353     		N/A PUBLIC CHARITY JAZZ BRUNCH FUNDRAISER 1,000
    THE MIDDLETON GOOD NEIGHBOR FESTIVAL INC
    PO BOX 620211
    MIDDLETON,WI535620211     		N/A 501(C)(4) MIDDLETON GOOD NEIGHBOR FESTIVAL 1,000
    THE NEHEMIAH COMMUNITY DEVELOPMENT CORPORATION
    655 W BADGER RD
    MADISON,WI537132013     		N/A PUBLIC CHARITY GENERAL SUPPORT 75,000
    THE RAINBOW PROJECT INC
    831 E WASHINGTON AVE
    MADISON,WI537032935     		N/A PUBLIC CHARITY GENERAL SUPPORT 750
    THE RIVER ALLIANCE OF WISCONSIN INC
    306 E WILSON ST STE 2W
    MADISON,WI537033990     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    TRI 4 SCHOOLS INC
    937 JENNA DR
    VERONA,WI535938346     		N/A PUBLIC CHARITY GENERAL SUPPORT 750
    UMOJA
    PO BOX 2063
    MADISON,WI537012063     		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000
    UNITED WAY OF DANE COUNTY FOUNDATION INC
    2059 ATWOOD AVE
    MADISON,WI537045388     		N/A SO I LASTING IMPACT CAMPAIGN 33,333
    UNITED WAY OF DANE COUNTY INC
    2059 ATWOOD AVE
    MADISON,WI537045388     		N/A PUBLIC CHARITY HIRE INITIATIVE AND GENERAL SUPPORT 188,840
    UNIVERSITY OF WISCONSIN FOUNDATION
    1848 UNIVERSITY AVE
    MADISON,WI537264090     		N/A PUBLIC CHARITY LILY'S FUND, AMERICAN FAMILY CHILDREN'S HOSPITAL, AND WEIF WISCONSIN WIND COMPETITION 15,333
    UNIVERSITY OF WISCONSIN-MADISON COLLEGE OF ENGINEERING
    1415 ENGINEERING DR RM 2205
    MADISON,WI537061607     		N/A PUBLIC CHARITY CLIMATE QUEST COMP 5,000
    URBAN LEAGUE OF GREATER MADISON INC
    2222 S PARK ST STE 200
    MADISON,WI537132168     		N/A PUBLIC CHARITY GENERAL SUPPORT 8,500
    URBAN LEAGUE OF GREATER MADISON INC
    2222 S PARK ST STE 200
    MADISON,WI537132168     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,500
    URBAN TREE ALLIANCE LTD
    1109 SHERMAN AVE
    MADISON,WI537031619     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    VERONA AREA SCHOOL DISTRICT
    5830 DEVORO RD
    FITCHBURG,WI537115015     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    WIL-MAR NEIGHBORHOOD CENTER
    953 JENIFER ST
    MADISON,WI537033521     		N/A PUBLIC CHARITY GENERAL SUPPORT 9,000
    WISCONSIN ACADEMY FOR GRADUATE SERVICE DOGS INC
    1338 DEWEY CT
    MADISON,WI537035038     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    WISCONSIN ALUMNI RESEARCH FOUNDATION
    614 WALNUT ST
    MADISON,WI537262336     		N/A SO-DP WISCONSIN SCIENCE FESTIVAL 1,000
    WISCONSIN ASSOCIATION FOR ENVIRONMENTAL EDUCATION INC
    800 RESERVE ST
    STEVENS POINT,WI544811965     		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000
    WISCONSIN CHAMBER ORCHESTRA INC
    321 E MAIN ST
    MADISON,WI537032813     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,500
    WISCONSIN COUNCIL OF THE BLIND AND VISUALLY IMPAIRED INC
    754 WILLIAMSON ST
    MADISON,WI537033546     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    WISCONSIN COUNCIL ON CHILDREN AND FAMILIES INC
    555 W WASHINGTON AVE STE 200
    MADISON,WI537032615     		N/A PUBLIC CHARITY GENERAL SUPPORT 2,500
    WISCONSIN ENVIRONMENTAL EDUCATION FOUNDATION INC
    800 RESERVE ST
    STEVENS POINT,WI544811965     		N/A PUBLIC CHARITY GENERAL SUPPORT 2,500
    WISCONSIN HISTORICAL FOUNDATION INC
    816 STATE ST
    MADISON,WI537061417     		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000
    WISCONSIN HMONG ASSOCIATION INC
    5710 CRABAPPLE LN
    MADISON,WI537113435     		N/A PUBLIC CHARITY GENERAL SUPPORT 3,000
    WISCONSIN SOCIETY OF PHARMACY STUDENTS
    777 HIGHLAND AVE
    MADISON,WI537052222     		N/A PUBLIC CHARITY GENERAL SUPPORT 100
    WISCONSIN WOMEN IN GOVERNMENT INC
    PO BOX 2543
    MADISON,WI537012543     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,350
    WISCONSIN WOMEN'S HEALTH FOUNDATION INC
    2503 TODD DR
    MADISON,WI537132341     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    WISCONSIN YOUTH SYMPHONY ORCHESTRA INC
    455 N PARK ST RM 1625
    MADISON,WI537061405     		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000
    WISCONSINEYE PUBLIC AFFAIRS NETWORK INC
    122 W WASHINGTON AVE STE 200
    MADISON,WI537032715     		N/A PUBLIC CHARITY GENERAL SUPPORT 8,333
    WOMEN IN FOCUS INCORPORATED
    PO BOX 44013
    MADISON,WI537444013     		N/A PUBLIC CHARITY GENERAL SUPPORT 3,000
    ZONTA MADISON FOUNDATION INC
    6229 SANDSNES LN
    MADISON,WI537194852     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    Total .................................bullet 3a 1,077,755
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		    14 81  
    4 Dividends and interest from securities....     14 425,623  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 144,959  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aMISCELLANEOUS REVENUE     		    01 3,500  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 574,163 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13574,163
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    MADISON GAS AND ELECTRIC FOUNDATION
     
    INC
    EIN:
    39-6098118
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 6,900 1,380   5,520

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 ExpenditureResponsibilityStmt
    Name:
    MADISON GAS AND ELECTRIC FOUNDATION
     
    INC
    EIN:
    39-6098118
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    THE ITALIAN WORKMEN'S CLUB OF SICILY
          		914 REGENT ST
    MADISON,WI537151247     		2015-04-10 1,000 2015 FESTA ITALIA 1,000     2015-06-30 FUNDS SPENT FOR THE PURPOSE INTENDED
    THE MIDDLETON GOOD NEIGHBOR FESTIVAL INC
          		PO BOX 620211
    MIDDLETON,WI535620211     		2015-07-13 1,000 MIDDLETON GOOD NEIGHBOR FESTIVAL 1,000     2015-08-31 FUNDS SPENT FOR THE PURPOSE INTENDED
    ELECTRICAL WORKERS LOCAL 159 LABOR MANAGEMENT COOPERATION COMMITTEE FUND
          		5113 MONONA DR
    MONONA,WI537162719     		2015-10-27 4,000 HOLIDAY FANTASY IN LIGHTS 4,000     2016-01-30 FUNDS SPENT FOR THE PURPOSE INTENDED
    NORTHSIDE BUSINESS ASSOCIATION INC
          		1213 N SHERMAN AVE
    MADISON,WI537044236     		2015-11-11 500 BREAKFAST WITH SANTA FOOD DRIVE 500     2016-01-30 FUNDS SPENT FOR THE PURPOSE INTENDED

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    MADISON GAS AND ELECTRIC FOUNDATION
     
    INC
    EIN:
    39-6098118
    Name of Bond End of Year Book Value End of Year Fair Market Value
    COMMONFUND-MULTI-STRATEGY BOND FUND 5,846,254 5,846,254

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    MADISON GAS AND ELECTRIC FOUNDATION
     
    INC
    EIN:
    39-6098118
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MGE ENERGY INC. 835,200 835,200
    COMMONFUND-MULTI-STRATEGY EQUITY FUND 15,084,302 15,084,302

    TY 2015 LegalFeesSchedule
    Name:
    MADISON GAS AND ELECTRIC FOUNDATION
     
    INC
    EIN:
    39-6098118
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 12,403 0   12,403


    TY 2015 OtherDecreasesSchedule
    Name:
    MADISON GAS AND ELECTRIC FOUNDATION
     
    INC
    EIN:
    39-6098118
    Description Amount
    NET UNREALIZED LOSSES ON INVESTMENTS 783,428


    TY 2015 OtherExpensesSchedule
    Name:
    MADISON GAS AND ELECTRIC FOUNDATION
     
    INC
    EIN:
    39-6098118
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 369 0   369


    TY 2015 OtherIncomeSchedule2
    Name:
    MADISON GAS AND ELECTRIC FOUNDATION
     
    INC
    EIN:
    39-6098118
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CFI MULTI-STRATEGY BOND FUND, K-1   228,768  
    COMMONFUND INSTITUTIONAL MULTI-STRATEGY EQUITY FUND, K-1   173,145  
    MISCELLANEOUS REVENUE 3,500   3,500


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    MADISON GAS AND ELECTRIC FOUNDATION
     
    INC
    EIN:
    39-6098118
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 64,519 64,519   0
    MANAGEMENT FEES 42,396 4,240   38,156


    TY 2015 TaxesSchedule
    Name:
    MADISON GAS AND ELECTRIC FOUNDATION
     
    INC
    EIN:
    39-6098118
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAXES 60,000 0   0