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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE MADDEN FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)111 E WISCONSIN AVE STE 1800
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI53202
A Employer identification number

02-0588501
B Telephone number (see instructions)

(414) 276-3400
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
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$1,295,925
J Accounting method:
 
(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.............
3 Interest on savings and temporary cash investments 131 131  
4 Dividends and interest from securities... 37,518 37,518  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 49,623
b Gross sales price for all assets on line 6a 225,383
7 Capital gain net income (from Part IV, line 2)... 49,623
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).......      
12 Total. Add lines 1 through 11........ 87,272 87,272  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 4,800      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 550 550    
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,351 1,341    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 14,457 14,401    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,158 16,292   0
25 Contributions, gifts, grants paid....... 72,845 72,845
26 Total expenses and disbursements. Add lines 24 and 25 94,003 16,292   72,845
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,731
b Net investment income (if negative, enter -0-) 70,980
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 23,735 35,085 35,085
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
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)....... 951,825 Click to see attachment933,744 1,260,840
c Investments—corporate bonds (attach schedule).......      
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) 975,560 968,829 1,295,925
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
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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 975,560 968,829
30 Total net assets or fund balances (see instructions)..... 975,560 968,829
31 Total liabilities and net assets/fund balances (see instructions). 975,560 968,829
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
975,560
2
Enter amount from Part I, line 27a .....................
2
-6,731
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
968,829
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
968,829
Form 990-PF (2018)
Form 990-PF (2018)
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 DREYFUS/BNY DYNMC T/R I P 2017-07-26 2018-05-14
b FRANKLIN RISING DIVS ADV P 2014-07-15 2018-05-14
c GOLDMAN FINL SQ TREAS MM P 2018-04-02 2018-04-20
d LORD ABBETT HIGH YIELD I P 2018-01-02 2018-04-20
e GUGGENHM LTD DURATION IN P 2018-04-20 2018-12-10
DREYFUS BSTN S/M GRWTH I P 2017-07-26 2018-05-14
AIG FOCUSED DIV STRAT W P 2014-12-17 2018-04-20
STERLING CAPITAL INSTL P 2017-12-14 2018-04-20
TRANSAMER SHRT TERM BD I P 2018-01-10 2018-10-10
WELLS FARGO EMGNG CL I P 2017-07-26 2018-12-10
JPMORGAN CHASE & CO P 2015-09-01 2018-11-19
TE CONNECTIVITY LTD P 2017-06-30 2018-08-22
BLACKROCK INC P 2015-10-30 2018-12-11
GRAINGER W W INC P 2011-06-16 2018-01-05
MEDTRONIC PLC P 2015-01-27 2018-12-11
QUALCOMM INC P 2016-03-08 2018-11-29
DREYFUS/BNY DYNMC T/R I P 2017-07-26 2018-07-17
FRANKLIN RISING DIVS ADV P 2014-07-15 2018-07-17
HARTFORD MIDCAP I P 2018-07-17 2018-07-19
LORD ABBETT HIGH YIELD I P 2018-01-10 2018-04-20
PRINCIPAL FDS INC P 2014-07-15 2018-05-14
DREYFUS BSTN S/M GRWTH I P 2017-07-26 2018-07-12
AIG FOCUSED DIV STRAT W P 2014-12-17 2018-07-12
STERLING CAPITAL INSTL P 2017-12-29 2018-04-20
TRANSAMER SHRT TERM BD I P 2018-02-01 2018-10-10
BASF SE SPONSORED ADR P 2014-07-16 2018-05-17
LVMH MOET HENNESSY P 2014-07-16 2018-06-14
TELENOR ASA-ADS P 2014-07-16 2018-08-23
CHEVRON CORPORATION P 2011-06-16 2018-12-11
GRAINGER W W INC P 2013-06-24 2018-01-05
MICROSOFT CORP P 2012-02-07 2018-12-11
SYSCO CORPORATION P 2011-06-16 2018-12-11
AMERN S/C VLU FD CL I P 2017-07-26 2018-04-20
FRANKLIN RISING DIVS ADV P 2014-07-15 2018-10-10
LAZARD INTL STRT EQ CL I P 2014-07-15 2018-01-10
LORD ABBETT HIGH YIELD I P 2018-02-01 2018-04-20
PRINCIPAL FDS INC P 2014-07-15 2018-07-17
DREYFUS BSTN S/M GRWTH I P 2017-07-26 2018-07-17
AIG FOCUSED DIV STRAT W P 2014-12-17 2018-07-17
TEMPLETON INC GLB BD ADV P 2014-07-15 2018-01-10
TRANSAMER SHRT TERM BD I P 2018-03-01 2018-10-10
COCA COLA COMPANY P 2015-06-19 2018-02-21
LYONDELLBASELL IND A P 2014-07-29 2018-05-16
TELENOR ASA-ADS P 2016-06-13 2018-08-23
CHUBB LTD P 2016-01-15 2018-12-11
GRAINGER W W INC P 2017-10-25 2018-01-05
NEXTERA ENERGY INC P 2010-10-05 2018-12-11
TARGET CORP P 2011-06-16 2018-12-11
AMERN S/C VLU FD CL I P 2017-07-26 2018-05-14
GOLDMAN FINL SQ TREAS MM P 2017-07-27 2018-01-12
LAZARD INTL STRT EQ CL I P 2014-07-15 2018-04-20
LORD ABBETT HIGH YIELD I P 2018-03-01 2018-04-20
PRINCIPAL FDS INC P 2014-07-15 2018-12-10
DREYFUS BSTN S/M GRWTH I P 2017-12-08 2018-07-17
AIG FOCUSED DIV STRAT W P 2014-12-17 2018-10-10
TEMPLETON INC GLB BD ADV P 2014-07-15 2018-07-17
TRANSAMER SHRT TERM BD I P 2018-04-02 2018-10-10
COCA COLA COMPANY P 2016-06-28 2018-02-21
LYONDELLBASELL IND A P 2014-11-14 2018-05-16
TORONTO DOMINION BK NEW P 2015-02-20 2018-09-25
CISCO SYS INC P 2017-09-01 2018-12-11
HARRIS CORP DEL P 2011-06-16 2018-12-11
NIKE INC CLASS B P 2016-01-20 2018-12-11
UNITED TECHNOLOGIES CORP P 2011-06-16 2018-12-11
AMERN S/C VLU FD CL I P 2017-07-26 2018-07-12
GOLDMAN FINL SQ TREAS MM P 2017-07-27 2018-04-13
LAZARD INTL STRT EQ CL I P 2014-07-15 2018-05-14
LORD ABBETT HIGH YIELD I P 2018-04-02 2018-04-20
OAKMARK FUNDS ADVISOR CL P 2014-07-15 2018-01-10
DREYFUS BSTN S/M GRWTH I P 2017-12-08 2018-07-17
AIG FOCUSED DIV STRAT W P 2014-12-17 2018-12-10
TEMPLETON INC GLB BD ADV P 2014-07-15 2018-12-10
TRANSAMER SHRT TERM BD I P 2018-05-01 2018-10-10
COMMONWLTH BK AUSTRALIA P 2017-11-08 2018-05-17
MICROSOFT CORP P 2014-07-16 2018-06-13
3M CO P 2011-06-16 2018-12-11
CLOROX COMPANY P 2011-06-16 2018-12-11
ILL TOOL WORKS INC P 2011-06-16 2018-12-11
NORFOLK SOUTHERN CORP P 2011-06-16 2018-12-11
US BANCORP NEW P 2017-02-01 2018-12-11
WILLIAM BLAIR S/C GRW I P 2018-04-20 2018-07-12
GOLDMAN FINL SQ TREAS MM P 2017-07-27 2018-04-20
LORD ABBETT TOTAL RTRN I P 2017-07-26 2018-05-14
MFS GROWTH I P 2014-07-15 2018-01-10
OAKMARK FUNDS ADVISOR CL P 2014-07-15 2018-05-14
PRINCIPAL REAL ESTATE I P 2017-07-26 2018-04-20
STERLING CAPITAL INSTL P 2014-07-15 2018-01-10
TRANSAMER SHRT TERM BD I P 2017-07-26 2018-05-14
TRANSAMER SHRT TERM BD I P 2018-06-01 2018-10-10
COMPASS GROUP PLC ADR P 2015-02-23 2018-11-20
NESTLE S A REG ADR P 2014-07-16 2018-02-21
ABBOTT LABORATORIES P 2015-07-21 2018-12-11
COLGATE PALMOLIVE CO P 2011-06-16 2018-12-11
INTL BUSINESS MACH CORP P 2010-10-05 2018-11-29
NOVARTIS AG P 2011-06-16 2018-12-11
VF CORPORATION P 2011-07-08 2018-12-11
FIDELITY ADV STRT INCM I P 2017-07-26 2018-01-10
GOLDMAN FINL SQ TREAS MM P 2017-08-01 2018-04-20
LORD ABBETT TOTAL RTRN I P 2017-07-26 2018-07-12
MFS GROWTH I P 2014-07-15 2018-04-20
OAKMARK FUNDS ADVISOR CL P 2014-07-15 2018-07-12
PRINCIPAL REAL ESTATE I P 2017-07-26 2018-05-14
STERLING CAPITAL INSTL P 2014-07-15 2018-04-20
TRANSAMER SHRT TERM BD I P 2017-07-26 2018-07-17
TRANSAMER SHRT TERM BD I P 2018-07-02 2018-10-10
DOMINION ENERGY INC P 2014-07-16 2018-02-21
NEXTERA ENERGY INC P 2015-04-16 2018-08-22
ACCENTURE PLC IRELAND P 2017-11-01 2018-12-11
EATON VANCE CORP NON VTG P 2011-06-16 2018-12-11
INTL BUSINESS MACH CORP P 2011-06-16 2018-11-29
PAYCHEX INC P 2011-06-16 2018-12-11
WALMART INC P 2010-10-05 2018-12-11
FIDELITY ADV STRT INCM I P 2017-07-26 2018-04-20
GOLDMAN FINL SQ TREAS MM P 2017-09-01 2018-04-20
LORD ABBETT TOTAL RTRN I P 2017-07-26 2018-12-10
MFS GROWTH I P 2014-07-15 2018-05-14
OAKMARK FUNDS ADVISOR CL P 2014-07-15 2018-07-17
PRINCIPAL REAL ESTATE I P 2017-07-26 2018-07-12
STERLING CAPITAL INSTL P 2014-12-22 2018-04-20
TRANSAMER SHRT TERM BD I P 2017-07-26 2018-10-10
TRANSAMER SHRT TERM BD I P 2018-08-01 2018-10-10
ELI LILLY & CO P 2016-12-20 2018-09-25
NTT DOCOMO INC ADR P 2016-05-23 2018-08-23
AFLAC INC P 2011-06-16 2018-12-11
EMERSON ELECTRIC CO P 2011-06-16 2018-12-11
INTL BUSINESS MACH CORP P 2013-06-24 2018-11-29
PEPSICO INCORPORATED P 2011-06-16 2018-12-11
WEC ENERGY GROUP INC P 2012-06-26 2018-12-11
FIDELITY ADV STRT INCM I P 2017-07-26 2018-05-14
GOLDMAN FINL SQ TREAS MM P 2017-10-02 2018-04-20
LORD ABBETT HIGH YIELD I P 2017-07-26 2018-04-20
MFS GROWTH I P 2014-07-15 2018-07-12
OAKMARK FUNDS ADVISOR CL P 2014-07-15 2018-10-10
PRINCIPAL REAL ESTATE I P 2017-07-26 2018-10-10
STERLING CAPITAL INSTL P 2014-12-22 2018-04-20
TRANSAMER SHRT TERM BD I P 2017-08-01 2018-10-10
TRANSAMER SHRT TERM BD I P 2018-09-04 2018-10-10
EXXON MOBIL CORP P 2014-07-29 2018-06-13
NVENT ELECTRIC PLC P 2017-03-10 2018-05-16
AIR PRODUCTS & CHEMICALS P 2011-06-16 2018-12-11
EVERSOURCE ENERGY P 2011-06-16 2018-12-11
INTL BUSINESS MACH CORP P 2016-03-08 2018-11-29
PHILLIPS 66 P 2009-02-04 2018-12-11
FIDELITY ADV STRT INCM I P 2017-07-26 2018-07-17
GOLDMAN FINL SQ TREAS MM P 2017-10-18 2018-04-20
LORD ABBETT HIGH YIELD I P 2017-08-01 2018-04-20
MFS GROWTH I P 2014-07-15 2018-07-17
OPPENHMR DEVELPNG MKTS Y P 2014-07-15 2018-05-14
PRINCIPAL REAL ESTATE I P 2017-07-26 2018-12-10
STERLING CAPITAL INSTL P 2015-12-21 2018-04-20
TRANSAMER SHRT TERM BD I P 2017-09-01 2018-10-10
TRANSAMER SHRT TERM BD I P 2018-10-01 2018-10-10
EXXON MOBIL CORP P 2014-07-29 2018-11-19
PHILIP MORRIS INTL INC P 2014-07-16 2018-10-25
AMGEN INC P 2015-11-24 2018-12-11
EXXON MOBIL CORP P 2010-09-07 2018-12-11
INTL BUSINESS MACH CORP P 2017-10-25 2018-11-29
PHILLIPS 66 P 2010-04-07 2018-12-11
FIDELITY ADV STRT INCM I P 2017-07-26 2018-10-12
GOLDMAN FINL SQ TREAS MM P 2017-11-01 2018-04-20
LORD ABBETT HIGH YIELD I P 2017-09-01 2018-04-20
MFS GROWTH I P 2014-07-15 2018-07-19
OPPENHMR DEVELPNG MKTS Y P 2014-07-15 2018-12-10
PGIM TOTAL RETURN BOND Z P 2017-07-26 2018-07-17
STERLING CAPITAL INSTL P 2015-12-21 2018-04-20
TRANSAMER SHRT TERM BD I P 2017-10-02 2018-10-10
TRANSAMER INTL EQUITY I P 2017-07-26 2018-01-10
EXXON MOBIL CORP P 2015-06-19 2018-11-19
PUB SVC ENTERPRISE P 2014-07-16 2018-06-13
ANALOG DEVICES INC P 2011-06-16 2018-12-11
FACTSET RESEARCH SYS INC P 2011-06-16 2018-12-11
JOHNSON & JOHNSON P 2011-06-16 2018-12-11
PRAXAIR INC P 2011-06-16 2018-10-31
FIDELITY ADV STRT INCM I P 2017-07-26 2018-12-10
GOLDMAN FINL SQ TREAS MM P 2017-12-01 2018-04-20
LORD ABBETT HIGH YIELD I P 2017-10-02 2018-04-20
MFS GROWTH I P 2014-07-15 2018-10-10
PIMCO COMM REAL RETURN I P 2014-07-15 2018-05-14
PGIM TOTAL RETURN BOND Z P 2017-07-26 2018-12-10
STERLING CAPITAL INSTL P 2016-12-08 2018-04-20
TRANSAMER SHRT TERM BD I P 2017-10-18 2018-10-10
TRANSAMER INTL EQUITY I P 2017-07-26 2018-05-14
FERGUSON PLC SPON ADRXXX P 2018-06-13 2018-06-13
SIEMENS A G - ADR P 2014-07-16 2018-06-13
APPLE INC P 2018-11-29 2018-12-11
GENL DYNAMICS CORP COM P 2011-06-16 2018-12-11
JPMORGAN CHASE & CO P 2017-10-25 2018-12-11
PRAXAIR INC P 2013-05-01 2018-10-31
FNCL INV LSTD PRIV EQ I P 2018-01-10 2018-05-14
GOLDMAN FINL SQ TREAS MM P 2018-01-02 2018-04-20
LORD ABBETT HIGH YIELD I P 2017-10-18 2018-04-20
MFS SER TRX INTL DIV FD P 2017-07-26 2018-01-10
PIMCO COMM REAL RETURN I P 2014-07-15 2018-10-10
PUTNAM SHORT DURTN CL Y P 2018-04-20 2018-12-10
STERLING CAPITAL INSTL P 2016-12-30 2018-04-20
TRANSAMER SHRT TERM BD I P 2017-11-01 2018-10-10
WELLS FARGO SPL M/C VL I P 2017-07-26 2018-07-12
INTEL CORP P 2015-09-01 2018-02-21
SIEMENS A G - ADR P 2014-07-16 2018-06-14
AT & T INC P 2011-06-16 2018-12-11
GENL MILLS INC P 2011-06-16 2018-12-11
LINDE PLC P 2011-06-16 2018-12-11
PRAXAIR INC P 2013-06-24 2018-10-31
FNCL INV LSTD PRIV EQ I P 2018-01-10 2018-07-17
GOLDMAN FINL SQ TREAS MM P 2018-02-01 2018-04-20
LORD ABBETT HIGH YIELD I P 2017-11-01 2018-04-20
MFS SER TRX INTL DIV FD P 2017-07-26 2018-05-14
DREYFUS BSTN S/M GRWTH I P 2017-07-26 2018-01-10
AIG FOCUSED DIV STRAT W P 2014-07-15 2018-04-20
STERLING CAPITAL INSTL P 2017-01-10 2018-04-20
TRANSAMER SHRT TERM BD I P 2017-12-01 2018-10-10
WELLS FARGO EMGNG CL I P 2017-07-26 2018-01-10
INTEL CORP P 2015-09-01 2018-04-04
SIEMENS A G - ADR P 2014-07-16 2018-11-20
AUTOMATIC DATA PROCESSIN P 2011-06-16 2018-12-11
GENL MILLS INC P 2011-06-16 2018-12-13
LOWES COMPANIES INC P 2013-02-05 2018-12-11
PROCTER & GAMBLE CO P 2011-06-16 2018-12-11
FRANKLIN RISING DIVS ADV P 2014-07-15 2018-01-10
GOLDMAN FINL SQ TREAS MM P 2018-03-01 2018-04-20
LORD ABBETT HIGH YIELD I P 2017-12-01 2018-04-20
GUGGENHM LTD DURATION IN P 2018-04-20 2018-07-17
DREYFUS BSTN S/M GRWTH I P 2017-07-26 2018-04-20
AIG FOCUSED DIV STRAT W P 2014-09-25 2018-04-20
STERLING CAPITAL INSTL P 2017-07-26 2018-04-20
TRANSAMER SHRT TERM BD I P 2018-01-02 2018-10-10
WELLS FARGO EMGNG CL I P 2017-07-26 2018-04-20
INTEL CORP P 2016-06-28 2018-04-04
SIEMENS A G - ADR P 2014-09-05 2018-11-20
BECTON DICKINSON & CO P 2011-06-16 2018-12-11
GENL MILLS INC P 2013-06-24 2018-12-13
MCDONALDS CORP P 2011-06-16 2018-12-11
QUALCOMM INC P 2014-09-22 2018-11-29
(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 91   93 -2
b 49   40 9
c 1   1  
d 13   13  
e 153   153  
96   86 10
232   218 14
254   257 -3
43   44 -1
142   157 -15
1,209   682 527
2,766   2,353 413
1,157   1,057 100
8,318   5,056 3,262
2,579   2,078 501
4,514   4,057 457
57   58 -1
113   91 22
119   118 1
42   43 -1
34   37 -3
172   143 29
476   430 46
9   9  
3   3  
1,510   1,666 -156
2,065   1,136 929
1,982   2,365 -383
1,376   1,194 182
1,664   1,767 -103
4,341   1,216 3,125
1,894   893 1,001
41   44 -3
120   96 24
83   77 6
11   12 -1
61   67 -6
2,035   1,685 350
760   688 72
665   735 -70
3   3  
1,478   1,379 99
1,037   978 59
214   172 42
1,925   1,665 260
238   194 44
2,559   760 1,799
1,000   699 301
57   61 -4
114   114  
33   31 2
12   12  
202   232 -30
295   238 57
200   181 19
48   54 -6
3   3  
695   702 -7
2,074   1,595 479
2,263   1,591 672
2,027   1,386 641
1,886   580 1,306
1,172   931 241
1,789   1,267 522
256   260 -4
111   111  
45   42 3
12   12  
972   769 203
41   33 8
61   57 4
231   267 -36
4   4  
3,204   3,675 -471
2,120   923 1,197
395   184 211
2,314   936 1,378
1,441   602 839
2,027   920 1,107
1,305   1,385 -80
203   185 18
382   382  
49   51 -2
234   166 68
78   62 16
2,307   2,469 -162
1,573   1,388 185
42   42  
3   3  
1,511   1,321 190
796   768 28
2,583   1,798 785
1,223   820 403
4,278   4,804 -526
1,742   1,215 527
1,455   535 920
663   666 -3
1   1  
156   162 -6
285   197 88
212   166 46
148   152 -4
526   479 47
43   44 -1
3   3  
2,288   2,160 128
686   414 272
1,585   1,425 160
474   384 90
2,322   3,091 -769
1,973   857 1,116
1,872   1,081 791
63   64 -1
1   1  
412   432 -20
192   129 63
799   627 172
217   213 4
241   208 33
1,383   1,407 -24
4   4  
3,600   2,501 1,099
1,295   1,245 50
1,971   1,035 936
1,244   1,050 194
489   778 -289
1,638   967 671
1,794   936 858
33   34 -1
1   1  
2,167   2,219 -52
373   237 136
45   36 9
55   56 -1
4   3 1
1   1  
3   3  
2,045   2,604 -559
923   746 177
1,563   832 731
1,607   787 820
4,033   4,597 -564
648   157 491
145   148 -3
178   178  
3   3  
45   29 16
71   64 7
340   331 9
127   103 24
5   5  
3   3  
157   208 -51
1,812   1,691 121
2,153   1,784 369
990   788 202
122   153 -31
587   162 425
86   89 -3
1   1  
20   21 -1
43   27 16
270   289 -19
66   67 -1
10   8 2
5   5  
32   30 2
1,495   1,620 -125
1,141   826 315
1,521   629 892
1,346   584 762
2,193   994 1,199
13,403   8,296 5,107
305   323 -18
1   1  
19   20 -1
40   26 14
56   93 -37
139   145 -6
252   252  
73   74 -1
53   51 2
6     6
209   191 18
1,687   1,798 -111
2,243   931 1,312
1,309   1,314 -5
3,596   2,500 1,096
26   27 -1
1   1  
66   68 -2
33   30 3
184   330 -146
148   148  
9   9  
5   5  
178   176 2
2,401   1,452 949
1,186   1,083 103
1,135   1,153 -18
770   756 14
1,419   1,471 -52
3,596   2,521 1,075
26   26  
1   1  
20   21 -1
32   30 2
904   886 18
5   5  
65   64 1
5   5  
85   78 7
748   419 329
1,130   1,275 -145
2,379   770 1,609
7,914   7,824 90
2,164   921 1,243
1,313   900 413
57   46 11
1   1  
17   18 -1
62   62  
225   207 18
197   202 -5
69   70 -1
3   3  
87   81 6
2,993   1,860 1,133
1,186   1,340 -154
2,366   850 1,516
1,567   1,994 -427
1,654   736 918
9,145   11,853 -2,708
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       -2
b       9
c        
d        
e        
      10
      14
      -3
      -1
      -15
      527
      413
      100
      3,262
      501
      457
      -1
      22
      1
      -1
      -3
      29
      46
       
       
      -156
      929
      -383
      182
      -103
      3,125
      1,001
      -3
      24
      6
      -1
      -6
      350
      72
      -70
       
      99
      59
      42
      260
      44
      1,799
      301
      -4
       
      2
       
      -30
      57
      19
      -6
       
      -7
      479
      672
      641
      1,306
      241
      522
      -4
       
      3
       
      203
      8
      4
      -36
       
      -471
      1,197
      211
      1,378
      839
      1,107
      -80
      18
       
      -2
      68
      16
      -162
      185
       
       
      190
      28
      785
      403
      -526
      527
      920
      -3
       
      -6
      88
      46
      -4
      47
      -1
       
      128
      272
      160
      90
      -769
      1,116
      791
      -1
       
      -20
      63
      172
      4
      33
      -24
       
      1,099
      50
      936
      194
      -289
      671
      858
      -1
       
      -52
      136
      9
      -1
      1
       
       
      -559
      177
      731
      820
      -564
      491
      -3
       
       
      16
      7
      9
      24
       
       
      -51
      121
      369
      202
      -31
      425
      -3
       
      -1
      16
      -19
      -1
      2
       
      2
      -125
      315
      892
      762
      1,199
      5,107
      -18
       
      -1
      14
      -37
      -6
       
      -1
      2
      6
      18
      -111
      1,312
      -5
      1,096
      -1
       
      -2
      3
      -146
       
       
       
      2
      949
      103
      -18
      14
      -52
      1,075
       
       
      -1
      2
      18
       
      1
       
      7
      329
      -145
      1,609
      90
      1,243
      413
      11
       
      -1
       
      18
      -5
      -1
       
      6
      1,133
      -154
      1,516
      -427
      918
      -2,708
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 49,623
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 -260
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))
2017 68,738 1,349,753 0.050926
2016 63,405 1,250,693 0.050696
2015 63,007 1,268,896 0.049655
2014 70,663 1,304,597 0.054165
2013 63,703 1,250,907 0.050925
2
Total of line 1, column (d) .....................
2
0.256367
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.051273
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,418,227
5
Multiply line 4 by line 3......................
5
72,717
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
710
7
Add lines 5 and 6........................
7
73,427
8
Enter qualifying distributions from Part XII, line 4,.............
8
72,845
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 1,420
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  
3 Add lines 1 and 2........................... 3 1,420
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,420
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 549
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.............. 7 549
8 Enter any penalty for underpayment of estimated tax. Check here 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 9 871
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
    Yes
     
    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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 ofbulletJOHN MADDEN Telephone no.bullet (414) 276-3400

    Located atbullet111 E WISCONSIN AVE SUITE 1800MILWAUKEEWI ZIP+4bullet53202
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?.............
    1c
     
     
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    .........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).
    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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    JANE MADDEN PRESIDENT/DI
    000.00
    2,400 0 0
    111 E WISCONSIN AVE SUITE 1800
    MILWAUKEE,WI53202
    JOSEPH BREINER DIRECTOR
    000.00
    1,200 0 0
    111 E WISCONSIN AVE SUITE 1800
    MILWAUKEE,WI53202
    JOHN MADDEN VICE-PRES/DI
    000.00
    1,200 0 0
    111 E WISCONSIN AVE SUITE 1800
    MILWAUKEE,WI53202
    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  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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.............bullet  
    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  
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    1,405,356
    b
    Average of monthly cash balances.......................
    1b
    34,468
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,439,824
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,439,824
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    21,597
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,418,227
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    70,911
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    70,911
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,420
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,420
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    69,491
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    69,491
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    69,491
    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
    72,845
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    72,845
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    72,845
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 69,491
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014...... 5,029
    c From 2015...... 472
    d From 2016...... 1,338
    e From 2017...... 1,701
    fTotal of lines 3a through e........ 8,540
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 72,845
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2018 distributable amount..... 69,491
    e Remaining amount distributed out of corpus 3,354
    5 Excess distributions carryover applied to 2018.    
    (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 11,894
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    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) .......
     
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    11,894
    10 Analysis of line 9:
    a Excess from 2014.... 5,029
    b Excess from 2015.... 472
    c Excess from 2016.... 1,338
    d Excess from 2017.... 1,701
    e Excess from 2018.... 3,354
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    AMERICAN CANCER SOCIETY
    N19 W24350 RIVERWOOD DR
    WAUKESHA,WI53188
      PUBLIC RESEARCH 18,940
    AMERICAN HEART ASSOCIATION
    660 E MASON ST
    MILWAUKEE,WI532023830
      PUBLIC RESEARCH 18,211
    CATHOLIC RELIEF SERVICES
    PO BOX 17152
    BALTIMORE,MD212988452
      PUBLIC GENERAL 8,013
    NATURE CONSERVANCY
    4245 N FAIRFAX DRIVE
    ARLINGTON,VA22203
      PUBLIC GENERAL 7,284
    WORLD WILDLIFE FUND
    1250 TWENTY-FOURTH ST NW
    WASHINGTON,DC20037
      PUBLIC GENERAL 7,284
    FOUNDATION FOR RELIGIOUS RETIREMENT
    32210 S LAKE DRIVE
    ST FRANCIS,WI53235
      PUBLIC GENERAL 729
    PROSTATE CANCER RESEARCH
    5777 W CENTURY BLVD
    LOS ANGELES,CA90045
      PUBLIC GENERAL 728
    MARQUETTE UNIVERSITY HS
    3401 W WISCONSIN AVE
    MILWAUKEE,WI53209
      PUBLIC GENERAL 7,014
    ST ANTHONY CHURCH
    N74 W13604 APPLETON AVE
    MENOMONEE FALLS,WI53051
      PUBLIC GENERAL 729
    MACC FUND
    10000 W INNOVATION DR
    MILWAUKEE,WI53226
      PUBLIC GENERAL 728
    SISTERS OF ST JOSEPH
    PO BOX 305
    STEVENS POINT,WI54481
      PUBLIC GENERAL 1,000
    ST NORBERT'S COLLEGE
    100 GRANT STREET
    DE PERE,WI54115
      PUBLIC GENERAL 728
    ST LABRE INDIAN SCHOOL
    1000 TONGUE RIVER ROAD
    ASHLAND,MT59003
      PUBLIC GENERAL 728
    ST JOSEPH'S INDIAN SCHOOL
    1301 N MAIN ST
    CHAMBERLIN,SD57325
      PUBLIC GENERAL 729
    Total .................................bullet 3a 72,845
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 ...........
        14 131  
    4 Dividends and interest from securities....     14 37,518  
    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 ............
            49,623
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   37,649 49,623
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    87,272
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE MADDEN FAMILY FOUNDATION INC
    EIN:
    02-0588501
    Name of Stock End of Year Book Value End of Year Fair Market Value
    WELLS FARGO STOCKS 2954 215,732 209,021
    WELLS FARGO STOCKS 9891 643,302 983,911
    WELLS FARGO - MUT FUNDS 0284 74,710 67,908

    TY 2018 LegalFeesSchedule
    Name:
    THE MADDEN FAMILY FOUNDATION INC
    EIN:
    02-0588501
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LICHTSINN & HAENSEL, S.C. 550 550    


    TY 2018 OtherExpensesSchedule
    Name:
    THE MADDEN FAMILY FOUNDATION INC
    EIN:
    02-0588501
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    WELLS FARGO INVESTMENT FEES 9 11,395 11,395    
    WELLS FARGO INVESTMENT FEES 2 2,081 2,081    
    WELLS FARGO INVESTMENT FEES 0 667 667    
    ADR FFEES 153 153    
    BANK FEES 56      
    MISCELLANEOUS EXPENSES 105 105    


    TY 2018 TaxesSchedule
    Name:
    THE MADDEN FAMILY FOUNDATION INC
    EIN:
    02-0588501
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 0284 37 37    
    FOREIGN TAXES PAID 9891 82 82    
    FOREIGN TAXES PAID 2954 722 722    
    WI DFI ANNUAL REPORT 10      
    ESTIMATED TAX PAYMENT 2018 500 500