Form990-PF
Click to see attachment

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
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. 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$27,279,493
J 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) 2,500,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 9,983 9,983  
4 Dividends and interest from securities... 450,100 367,661  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 24,109
b Gross sales price for all assets on line 6a 24,109
7 Capital gain net income (from Part IV, line 2)... 24,109
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)....... 0 1,259,236  
12 Total. Add lines 1 through 11........ 2,984,192 1,660,989  
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)......... 4,110 0   0
b Accounting fees (attach schedule)....... 1,900 950   950
c Other professional fees (attach schedule).... 107,253 75,632   31,622
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 863 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 114,126 76,582   32,572
25 Contributions, gifts, grants paid....... 1,253,489 1,253,489
26 Total expenses and disbursements. Add lines 24 and 25 1,367,615 76,582   1,286,061
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,616,577
b Net investment income (if negative, enter -0-) 1,584,407
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............. 132,448 25,953 25,953
2 Savings and temporary cash investments......... 526,441 58,032 58,032
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet2,500,000
Less: allowance for doubtful accounts bullet   2,000,000 2,500,000 2,500,000
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)....... 18,066,776 Click to see attachment17,657,067 17,657,067
c Investments—corporate bonds (attach schedule)....... 6,676,252 Click to see attachment7,038,441 7,038,441
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) 27,401,917 27,279,493 27,279,493
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 Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 27,401,917 27,279,493
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    
30 Total net assets or fund balances (see instructions)..... 27,401,917 27,279,493
31 Total liabilities and net assets/fund balances (see instructions). 27,401,917 27,279,493
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
27,401,917
2
Enter amount from Part I, line 27a .....................
2
1,616,577
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
29,018,494
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,739,001
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
27,279,493
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 CAPITAL GAINS DIVIDENDS P    
b
c
d
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 24,109     24,109
b
c
d
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       24,109
b
c
d
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 24,109
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))
2017 1,205,522 24,129,337 0.049961
2016 1,102,666 21,923,629 0.050296
2015 1,114,693 22,499,239 0.049544
2014 971,338 20,318,292 0.047806
2013 807,059 16,445,855 0.049074
2
Total of line 1, column (d) .....................
2
0.246681
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
0.049336
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
26,774,734
5
Multiply line 4 by line 3......................
5
1,320,958
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
15,844
7
Add lines 5 and 6........................
7
1,336,802
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,286,061
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 31,688
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 31,688
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 31,688
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 70,865
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 70,865
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 39,177
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet39,177 RefundedBullet 11 0
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 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 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 —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
     
    No
    ........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
     
    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 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
     
    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
     
     
    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
    GARY WOLTER DIRECTOR
    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
    LYNN HOBBIE 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 PRESIDENT AND CHAIRMAN
    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
    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
    COMMONFUND INVESTMENT FUND MANAGEMENT SERVICES 69,967
    15 OLD DANBURY ROAD PO BOX 812
    WILTON,CT068970812
    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 2018, 190 GRANTS WERE MADE TO 177 DIFFERENT ORGANIZATIONS. 1,253,489
    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 (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
    27,068,926
    b
    Average of monthly cash balances.......................
    1b
    113,545
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    27,182,471
    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
    27,182,471
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    407,737
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    26,774,734
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,338,737
    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
    1,338,737
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    31,688
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    31,688
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,307,049
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,307,049
    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
    1,307,049
    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
    1,286,061
    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
    1,286,061
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,286,061
    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 1,307,049
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 21,924
    b From 2014......  
    c From 2015...... 25,251
    d From 2016...... 24,421
    e From 2017...... 48,190
    fTotal of lines 3a through e........ 119,786
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,286,061
    a Applied to 2017, 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 2018 distributable amount..... 1,286,061
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 20,988 20,988
    (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 98,798
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    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) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    936
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    97,862
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015.... 25,251
    c Excess from 2016.... 24,421
    d Excess from 2017.... 48,190
    e Excess from 2018....  
    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 e-mail address of the person to whom applications should be addressed:
    KIM LEE
    133 S BLAIR ST
    MADISON,WI537880001
    (608) 252-5666
    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 (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
    100 BLACK MEN OF MADISON INC
    PO BOX 787
    MADISON,WI537010787
    N/A PC GENERAL SUPPORT 5,000
    1000 FRIENDS OF WISCONSIN
    16 N CARROLL ST STE 800
    MADISON,WI537032726
    N/A PC GENERAL SUPPORT 15,000
    ACCESS COMMUNITY HEALTH CENTERS
    2901 W BELTLINE HWY STE 120
    MADISON,WI537134231
    N/A PC GENERAL SUPPORT 1,000
    AIDS RESOURCE CENTER OF WISCONSIN
    PO BOX 510498
    MILWAUKEE,WI532030092
    N/A PC GENERAL SUPPORT 12,500
    ALDO LEOPOLD NATURE CENTER
    330 FEMRITE DR
    MONONA,WI537163716
    N/A PC GENERAL SUPPORT 15,000
    ALZHEIMERS AND DEMENTIA ALLIANCE OF WI
    3330 UNIVERSITY AVE STE 300
    MADISON,WI537052167
    N/A PC GENERAL SUPPORT 1,000
    AMERICAN CANCER SOCIETY
    725 HEARTLAND TRL STE 301
    MADISON,WI537171978
    N/A PC GENERAL SUPPORT 3,000
    AMERICAN FAMILY CHILDREN'S HOSPITAL
    1675 HIGHLAND AVE
    MADISON,WI537920002
    N/A PC GENERAL SUPPORT 200
    AMERICAN HEART ASSOCIATION
    2850 DAIRY DR STE 300
    MADISON,WI537186742
    N/A PC GENERAL SUPPORT 3,500
    ARC-DANE COUNTY INC
    402 GAMMON PL STE 360
    MADISON,WI537191059
    N/A PC GENERAL SUPPORT 250
    GREATER MADISON CHAPTER PHILANTHROPY DAY
    PO BOX 45046
    MADISON,WI537445046
    N/A PC GENERAL SUPPORT 1,500
    ASSET BUILDERS OF AMERICA INC
    1228 SHERMAN AVE
    MADISON,WI537031722
    N/A PC GENERAL SUPPORT 750
    BACH DANCING AND DYNAMITE SOCIETY
    PO BOX 2348
    MADISON,WI537012348
    N/A PC GENERAL SUPPORT 500
    BADGER CHILDHOOD CANCER NETWORK
    3617 ROLLING HILL DR
    MIDDLETON,WI535621247
    N/A PC GENERAL SUPPORT 1,000
    BADGER HONOR FLIGHT INC
    PO BOX 258066
    MADISON,WI537258066
    N/A PC GENERAL SUPPORT 500
    BARNEVELD AREA RESCUE SQUAD
    403 BUSINESS ID
    BARNEVELD,WI535079752
    N/A PC GENERAL SUPPORT 3,226
    BICYCLE FEDERATION OF WISCONSIN
    409 E MAIN ST UNIT 203
    MADISON,WI537034283
    N/A PC GENERAL SUPPORT 5,000
    BIG BROTHERS BIG SISTERS OF DANE COUNTY
    2059 ATWOOD AVE STOP 2
    MADISON,WI537045367
    N/A PC GENERAL SUPPORT 2,500
    BIG BROTHERS BIG SISTERS OF DANE COUNTY
    2059 ATWOOD AVE STOP 2
    MADISON,WI537045367
    N/A PC GENERAL SUPPORT 10,000
    BLACK EARTH INSTITUTE
    PO BOX 424
    BLACK EARTH,WI535150424
    N/A PC GENERAL SUPPORT 750
    BLAIR STREET GARDENS
    PO BOX 1333
    MADISON,WI537011333
    N/A PC GENERAL SUPPORT 1,000
    BOYS AND GIRLS CLUB OF DANE COUNTY
    2001 TAFT ST
    MADISON,WI537131909
    N/A PC GENERAL SUPPORT 6,800
    BOYS AND GIRLS CLUB OF DANE COUNTY
    2001 TAFT ST
    MADISON,WI537131909
    N/A PC GENERAL SUPPORT 15,000
    BRAILLE LIBRARY AND TRANSCRIBING SERVICES INC
    517 N SEGOE RD
    MADISON,WI537053172
    N/A PC GENERAL SUPPORT 500
    BRAT FEST INC
    1919 ALLIANT ENERGY CENTER WAY
    MADISON,WI537131400
    N/A PC GENERAL SUPPORT 10,000
    BREAST CANCER RECOVERY
    2800 ROYAL AVE STE 210
    MONONA,WI537131518
    N/A PC GENERAL SUPPORT 1,500
    CEDEDS
    PO BOX 6682
    MONONA,WI537160682
    N/A PC GENERAL SUPPORT 5,000
    CTM THEATER
    228 STATE ST
    MADISON,WI537035020
    N/A PC GENERAL SUPPORT 1,000
    CAMP GRAY
    E10213 SHADY LANE RD
    REEDSBURG,WI539599841
    N/A PC GENERAL SUPPORT 1,000
    CANOPY CENTER
    PO BOX 1231
    MADISON,WI537011231
    N/A PC GENERAL SUPPORT 1,000
    CARTER G WOODSON FOUNDATION
    PO BOX 1494
    MADISON,WI537011494
    N/A PC GENERAL SUPPORT 500
    CATHOLIC CHARITIES MADISON INC
    702 S HIGH POINT RD STE 209
    MADISON,WI537194926
    N/A PC GENERAL SUPPORT 1,000
    CENTRO HISPANO OF DANE COUNTY
    810 W BADGER RD
    MADISON,WI537132527
    N/A PC GENERAL SUPPORT 2,720
    CENTRO HISPANO OF DANE COUNTY
    810 W BADGER RD
    MADISON,WI537132527
    N/A PC GENERAL SUPPORT 13,000
    CHARLES HAMILTON HOUSTON INSTITUTE
    PO BOX 620765
    MIDDLETON,WI535620765
    N/A PC GENERAL SUPPORT 1,000
    CHILDREN'S DYSLEXIA CENTER - MADISON
    301 WISCONSIN AVE
    MADISON,WI537032107
    N/A PC GENERAL SUPPORT 500
    CHRIST THE SOLID ROCK CHURCH
    1502 PARKSIDE DR
    MADISON,WI537043613
    N/A PC GENERAL SUPPORT 2,500
    CLEAN LAKES ALLIANCE
    150 E GILMAN ST STE 2600
    MADISON,WI537031441
    N/A PC GENERAL SUPPORT 26,000
    CLEAN WISCONSIN
    634 W MAIN ST STE 300
    MADISON,WI537032687
    N/A PC GENERAL SUPPORT 5,000
    COMMUNITY GROUNDWORKS
    3601 MEMORIAL DR STE 4
    MADISON,WI537041573
    N/A PC GENERAL SUPPORT 500
    COOL CHOICESWI SUSTAINABLE BUSINESS COUNCIL
    5810 IDLEDALE CIR
    MADISON,WI537114204
    N/A PC GENERAL SUPPORT 5,000
    CWI FOUNDATION
    22 N CARROLL ST STE 200
    MADISON,WI537032797
    N/A PC GENERAL SUPPORT 25,000
    CYCLE FOR SIGHT
    21 N PARK ST STE 6101
    MADISON,WI537151218
    N/A PC GENERAL SUPPORT 5,000
    DANE BUY LOCAL FOUNDATION
    6300 ENTERPRISE LN
    MADISON,WI537191190
    N/A PC GENERAL SUPPORT 2,500
    DANE DANCES
    PO BOX 1672
    MADISON,WI537011672
    N/A PC GENERAL SUPPORT 5,000
    UW COLLEGE OF AGRICULTURAL & LIFE SCIENCES
    1450 LINDEN DR
    MADISON,WI537061404
    N/A PC GENERAL SUPPORT 2,000
    DISABILITY PRIDE MADISONATI
    PO BOX 70795
    MADISON,WI537070795
    N/A PC GENERAL SUPPORT 1,000
    DOWNTOWN MADISON PARTNERS INC
    122 W WASHINGTON AVE STE 250
    MADISON,WI537032732
    N/A PC GENERAL SUPPORT 8,300
    DOMESTIC ABUSE INTERVENTION SERVICES
    2102 FORDEM AVE
    MADISON,WI537044610
    N/A PC GENERAL SUPPORT 1,500
    DOYENNE GROUP
    821 E WASHINGTON AVE STE 200-D
    MADISON,WI537032935
    N/A PC GENERAL SUPPORT 7,500
    EAST MADISON COMMUNITY CENTER
    8 STRAUBEL CT
    MADISON,WI537044104
    N/A PC GENERAL SUPPORT 1,000
    EDGEWOOD COLLEGE SUSTAINABILITY LEADERSHIP SCHOLARSHIP FUND
    1000 EDGEWOOD COLLEGE DR
    MADISON,WI537111997
    N/A PC GENERAL SUPPORT 5,000
    END DOMESTIC ABUSE WISCONSIN
    1245 E WASHINGTON AVE STE 150
    MADISON,WI537033040
    N/A PC GENERAL SUPPORT 500
    FAMILY SERVICE MADISON
    128 E OLIN AVE
    MADISON,WI537131467
    N/A PC GENERAL SUPPORT 2,500
    FORWARD THEATER COMPANY
    PO BOX 14574
    MADISON,WI537080574
    N/A PC GENERAL SUPPORT 5,000
    FOUNDATION FOR BLACK WOMEN'S WELLNESS
    PO BOX 259831
    MADISON,WI537259831
    N/A PC GENERAL SUPPORT 25,000
    FOUNDATION FOR MADISON'S PUBLIC SCHOOLS
    101 NOB HILL RD RM 300
    MADISON,WI537133969
    N/A PC GENERAL SUPPORT 1,500
    FREE BIKES 4 KIDZ MADISON INC
    213 W MADISON ST
    LAKE MILLS,WI535511132
    N/A PC GENERAL SUPPORT 1,000
    FRIENDS OF THE MONONA SENIOR CENTER
    1011 NICHOLS RD
    MONONA,WI537162530
    N/A PC GENERAL SUPPORT 500
    FRIENDS OF WIL-MAR INC
    953 JENIFER ST
    MADISON,WI537033521
    N/A PC GENERAL SUPPORT 15,000
    GATHERING WATERS
    211 S PATERSON ST STE 270
    MADISON,WI537034538
    N/A PC GENERAL SUPPORT 5,000
    GIGIS PLAYHOUSE
    4104 MONONA DR
    MADISON,WI537161662
    N/A PC GENERAL SUPPORT 2,000
    GOODMAN COMMUNITY CENTER
    149 WAUBESA ST
    MADISON,WI537045430
    N/A PC GENERAL SUPPORT 20,000
    GOODMAN COMMUNITY CENTER
    149 WAUBESA ST
    MADISON,WI537045430
    N/A PC GENERAL SUPPORT 1,000
    GREAT PLAINS INSTITUTE
    2801 21ST AVE S STE 220
    MINNEAPOLIS,MN554071229
    N/A PC GENERAL SUPPORT 10,000
    GREATER MADISON CHAMBER OF COMMERCE FOUNDATION
    615 E WASHINGTON AVE
    MADISON,WI537032952
    N/A PC GENERAL SUPPORT 15,000
    GROUNDSWELL CONSERVANCY
    303 S PATERSON ST STE 6
    MADISON,WI537034534
    N/A PC GENERAL SUPPORT 5,000
    HANDEL ARIA COMPETITION INC
    PO BOX 5554
    MADISON,WI537050554
    N/A PC GENERAL SUPPORT 500
    HAWTHORNE PTA
    3344 CONCORD AVE
    MADISON,WI537141101
    N/A PC GENERAL SUPPORT 5,000
    HENRY VILAS ZOO
    702 S RANDALL AVE
    MADISON,WI537151665
    N/A PC GENERAL SUPPORT 2,500
    HOO'S WOODS RAPTOR CENTER
    PO BOX 21
    MILTON,WI535630021
    N/A PC GENERAL SUPPORT 2,000
    ICE AGE TRAIL ALLIANCE
    2110 MAIN ST
    CROSS PLAINS,WI535289596
    N/A PC GENERAL SUPPORT 10,000
    ITALIAN WORKMEN'S CLUB
    914 REGENT ST
    MADISON,WI537151247
    N/A NC 2018 FESTA ITALIA 500
    JAMES MADISON MEMORIAL HIGH SCHOOL
    201 S GAMMON RD
    MADISON,WI537171404
    N/A PC GENERAL SUPPORT 1,450
    JAZZ AT FIVE INC
    100 STATE ST
    MADISON,WI537032573
    N/A PC GENERAL SUPPORT 5,000
    KEEP WISCONSIN WARMCOOL FUND
    PO BOX 68
    MADISON,WI537010068
    N/A PC GENERAL SUPPORT 80,000
    LAFOLLETTE HIGH SCHOOL
    702 PFLAUM RD
    MADISON,WI537162167
    N/A PC GENERAL SUPPORT 250
    LOGAN'S HEART & SMILES
    PO BOX 259881
    MADISON,WI537259881
    N/A PC GENERAL SUPPORT 500
    LUSSIER COMMUNITY EDUCATION CENTER
    55 S GAMMON RD
    MADISON,WI537171479
    N/A PC GENERAL SUPPORT 15,000
    LUTHERAN SOCIAL SERVICES
    6314 ODANA RD A
    MADISON,WI537191129
    N/A PC GENERAL SUPPORT 3,000
    MADISON365
    PO BOX 842
    MADISON,WI537010842
    N/A PC GENERAL SUPPORT 3,000
    MADISON AREA MUSIC ASSOCIATION
    3921 ANCHOR DR
    MADISON,WI537142916
    N/A PC GENERAL SUPPORT 500
    MADISON AREA SPORTS COMMISSION
    22 E MIFFLIN ST
    MADISON,WI537034224
    N/A PC GENERAL SUPPORT 5,000
    MADISON AREA URBAN MINISTRY
    2300 S PARK ST STE 2022
    MADISON,WI537132026
    N/A PC GENERAL SUPPORT 500
    MADISON BACH MUSICIANS
    5729 FORSYTHIA PL
    MADISON,WI537052518
    N/A PC GENERAL SUPPORT 500
    MADISON CHILDREN'S MUSEUM
    100 N HAMILTON ST
    MADISON,WI537032116
    N/A PC GENERAL SUPPORT 2,000
    MADISON COLLEGE FOUNDATION
    3591 ANDERSON ST STE 203A
    MADISON,WI537042533
    N/A PC GENERAL SUPPORT 10,000
    MADISON COLLEGE FOUNDATION
    3591 ANDERSON ST STE 203A
    MADISON,WI537042533
    N/A PC GENERAL SUPPORT 2,500
    MADISON COMMUNITY FOUNDATION
    PO BOX 5010
    MADISON,WI537050010
    N/A PC GENERAL SUPPORT 7,500
    MADISON FIRE FIGHTERS LOCAL 311
    821 WILLIAMSON ST
    MADISON,WI537033547
    N/A PC GENERAL SUPPORT 250
    MADISON KANIFING SISTER CITIES
    PO BOX 70817
    MADISON,WI537070817
    N/A PC GENERAL SUPPORT 500
    MADISON METROPOLITAN SCHOOL DISTRICT
    545 W DAYTON ST
    MADISON,WI537031967
    N/A PC GENERAL SUPPORT 6,000
    MADISON METROPOLITAN SEWERAGE DISTRICT
    1610 MOORLAND RD
    MADISON,WI537133398
    N/A PC GENERAL SUPPORT 5,000
    MADISON MUSIC COLLECTIVE
    PO BOX 2096
    MADISON,WI537012096
    N/A PC GENERAL SUPPORT 300
    MADISON NONPROFIT DAY
    2214 SAINT PAUL AVE
    MADISON,WI537045420
    N/A PC GENERAL SUPPORT 4,000
    MADISON OPERA INC
    335 W MIFFLIN ST
    MADISON,WI537032513
    N/A PC GENERAL SUPPORT 5,000
    MADISON PARKS FOUNDATION
    1402 WINGRA CREEK PKWY
    MADISON,WI537152084
    N/A PC GENERAL SUPPORT 500
    MADISON PUBLIC LIBRARY FOUNDATION
    201 W MIFFLIN ST
    MADISON,WI537032511
    N/A PC GENERAL SUPPORT 10,000
    MADISON READING PROJECT
    101 AGNES CT
    MOUNT HOREB,WI535722372
    N/A PC GENERAL SUPPORT 2,000
    MAKE A WISH
    11020 W PLANK CT STE 200
    WAUWATOSA,WI532263279
    N/A PC GENERAL SUPPORT 750
    MARCH OF DIMES
    8517 EXCELSIOR DR STE 111
    MADISON,WI537171995
    N/A PC GENERAL SUPPORT 2,000
    MAYDM
    802 S GAMMON RD APT 4
    MADISON,WI537191300
    N/A PC GENERAL SUPPORT 7,500
    MENTORING POSITIVES INC
    PO BOX 14567
    MADISON,WI537080567
    N/A PC GENERAL SUPPORT 1,500
    MIDDLETON OUTREACH MINISTRY
    3502 PARMENTER ST
    MIDDLETON,WI535621535
    N/A PC GENERAL SUPPORT 1,000
    MIDDLETON VFW POST #8216
    PO BOX 620097
    MIDDLETON,WI535620097
    N/A NC MIDDLETON GOOD NEIGHBOR FEST 200
    MIDWEST RENEWABLE ENERGY ASSOCIATION INC
    7558 DEER RD
    CUSTER,WI544239734
    N/A PC GENERAL SUPPORT 500
    MONONA COMMUNITY FESTIVAL COMMITTEE INC
    16 N CARROLL ST STE 530
    MADISON,WI537032773
    N/A PC GENERAL SUPPORT 250
    MONONA GROVE EDUCATION FOUNDATION
    5700 WINNEQUAH RD
    MONONA,WI537163061
    N/A PC GENERAL SUPPORT 500
    MONONA TERRACE CONCERTS ON THE ROOFTOP
    1 JOHN NOLEN DR
    MADISON,WI537033468
    N/A PC GENERAL SUPPORT 1,500
    MONONA TERRACE CONCERTS ON THE ROOFTOP
    1 JOHN NOLEN DR
    MADISON,WI537033468
    N/A PC GENERAL SUPPORT 2,000
    MORE SMILES WISCONSIN
    630 E WASHINGTON AVE
    MADISON,WI537032917
    N/A PC GENERAL SUPPORT 1,000
    MOSES-WISDOM OF MADISON
    3195 S SUPERIOR ST STE 310
    MILWAUKEE,WI532073089
    N/A PC GENERAL SUPPORT 2,500
    MOUNT HOREB VETERANS MEMORIAL ASSOCIATION
    PO BOX 315
    MOUNT HOREB,WI535720315
    N/A PC GENERAL SUPPORT 1,000
    MUSIC MAKES A DIFFERENCE
    309 W JOHNSON ST APT 302
    MADISON,WI537033490
    N/A PC GENERAL SUPPORT 500
    NAACP OF DANE COUNTY
    4805 MOUNT HOPE DR
    BALTIMORE,MD212153206
    N/A PC GENERAL SUPPORT 5,000
    NAMI DANE COUNTY
    2059 ATWOOD AVE
    MADISON,WI537046608
    N/A PC GENERAL SUPPORT 500
    NAMI DANE COUNTY
    2059 ATWOOD AVE
    MADISON,WI537046608
    N/A PC GENERAL SUPPORT 500
    NATIONAL MS SOCIETY - WI CHAPTER
    1120 JAMES DR STE A
    HARTLAND,WI530298379
    N/A PC GENERAL SUPPORT 2,500
    NATIONAL MUSTARD MUSEUM INC
    7477 HUBBARD AVE
    MIDDLETON,WI535623117
    N/A PC GENERAL SUPPORT 1,000
    NATURAL RESOURCES FOUNDATION
    PO BOX 2317
    MADISON,WI537012317
    N/A PC GENERAL SUPPORT 1,000
    NEHEMIAH COMMUNITY DEVELOPMENT CORP
    655 W BADGER RD
    MADISON,WI537132013
    N/A PC GENERAL SUPPORT 300
    NELSON INSTITUTE FOR ENVIRONMENTAL STUDIES
    550 N PARK ST
    MADISON,WI537061404
    N/A PC GENERAL SUPPORT 5,000
    NORTHSIDE BUSINESS ASSOCIATION
    1202 NORTHPORT DR STE G12B
    MADISON,WI537042020
    N/A PC GENERAL SUPPORT 500
    OAKWOOK FOUNDATION
    PO BOX 45857
    MADISON,WI537445857
    N/A PC GENERAL SUPPORT 4,000
    OCCUPAWS GUIDE DOG ASSOCIATION
    PO BOX 45857
    MADISON,WI537445857
    N/A PC GENERAL SUPPORT 500
    OLBRICH BOTANICAL SOCIETY
    3330 ATWOOD AVE
    MADISON,WI537045808
    N/A PC GENERAL SUPPORT 10,000
    OMEGA SCHOOL INC
    835 W BADGER RD
    MADISON,WI537132545
    N/A PC GENERAL SUPPORT 1,000
    OPERA FOR THE YOUNG
    6441 ENTERPRISE LANE SUITE 207
    MADISON,WI537191163
    N/A PC GENERAL SUPPORT 1,500
    OPERATION FRESH START
    1925 WINNEBAGO ST
    MADISON,WI537045314
    N/A PC GENERAL SUPPORT 10,000
    OVERTURE CENTER FOR THE ARTS - KIDS IN THE ROTUNDA
    201 STATE ST
    MADISON,WI537032214
    N/A PC GENERAL SUPPORT 50,000
    PORCHLIGHT INC
    306 N BROOKS ST
    MADISON,WI537151082
    N/A PC GENERAL SUPPORT 2,000
    RAINBOW PROJECT
    831 E WASHINGTON AVE
    MADISON,WI537032935
    N/A PC GENERAL SUPPORT 1,800
    RAPE CRISIS CENTER
    2801 COHO ST STE 301
    MADISON,WI537134577
    N/A PC GENERAL SUPPORT 500
    REAP FOOD GROUP
    306 E WILSON ST STE 2E
    MADISON,WI537033990
    N/A PC GENERAL SUPPORT 5,000
    RECOVERY FOUNDATION INC
    2 E MIFFLIN ST STE 600
    MADISON,WI537032865
    N/A PC GENERAL SUPPORT 500
    RED CABOOSE CHILD CARE CENTER INC
    654 WILLIAMSON ST
    MADISON,WI537033544
    N/A PC GENERAL SUPPORT 13,333
    RISE WISCONSIN INC
    1334 DEWEY CT
    MADISON,WI537033019
    N/A PC GENERAL SUPPORT 2,500
    RIVER ALLIANCE OF WISCONSIN
    306 E WILSON ST STE 2W
    MADISON,WI537033990
    N/A PC GENERAL SUPPORT 7,500
    RIVER FOOD PANTRY
    2201 DARWIN RD
    MADISON,WI537043105
    N/A PC GENERAL SUPPORT 1,000
    RONALD MCDONALD HOUSE CHARITIES OF MADISON
    2716 MARSHALL CT
    MADISON,WI537052256
    N/A PC GENERAL SUPPORT 12,500
    RUBIN FOR KIDS INC
    150 E GILMAN ST
    MADISON,WI537031499
    N/A PC GENERAL SUPPORT 15,000
    THE FIRST TEE OF SOUTH CENTRAL WISCONSIN
    5501 SCHROEDER RD STE 100
    MADISON,WI537112500
    N/A PC GENERAL SUPPORT 500
    THE MADISON CLUB CHARITABLE FOUNDATION
    701 DANE ST
    MADISON,WI537131900
    N/A PC GENERAL SUPPORT 5,000
    THE ROAD HOME OF DANE COUNTY
    128 E OLIN AVE STE 202
    MADISON,WI537131467
    N/A PC GENERAL SUPPORT 5,000
    THE ROAD HOME OF DANE COUNTY
    128 E OLIN AVE STE 202
    MADISON,WI537131467
    N/A PC GENERAL SUPPORT 25,000
    SAFE COMMUNITIES MADISON - DANE COUNTY
    2453 ATWOOD AVE STE 209
    MADISON,WI537045655
    N/A PC GENERAL SUPPORT 5,000
    SAINT JOHN AUCTION FUND
    114 E 3RD ST
    WAUNAKEE,WI535971449
    N/A PC GENERAL SUPPORT 1,000
    SAUK CITY FIRE DEPARTMENT
    505 VAN BUREN ST
    SAUK CITY,WI535831418
    N/A PC GENERAL SUPPORT 5,000
    SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN
    2802 DAIRY DR
    MADISON,WI537186751
    N/A PC GENERAL SUPPORT 10,000
    SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN
    2802 DAIRY DR
    MADISON,WI537186751
    N/A PC GENERAL SUPPORT 1,000
    SECTOR67 INC
    56 CORRY ST
    MADISON,WI537045447
    N/A PC GENERAL SUPPORT 50,000
    SHE'S THE FIRST
    1116 MOUND ST
    MADISON,WI537151534
    N/A PC GENERAL SUPPORT 500
    SOUTHSIDE RAIDER BOOSTER CLUB
    714 NOTTING HILL WAY
    MADISON,WI537183263
    N/A PC GENERAL SUPPORT 500
    SPIRIT OF GREATER MADISON
    22 E MIFFLIN ST
    MADISON,WI537034224
    N/A PC GENERAL SUPPORT 5,000
    SSM HEALTH ST MARY'S FOUNDATION
    700 S PARK ST
    MADISON,WI537151830
    N/A PC GENERAL SUPPORT 12,500
    STAGEQ INC
    113 E MIFFLIN ST
    MADISON,WI537032824
    N/A PC GENERAL SUPPORT 500
    STARTINGBLOCK MADISON
    150 E GILMAN ST STE B-2200
    MADISON,WI537031499
    N/A PC GENERAL SUPPORT 20,000
    SUN PRAIRIE PUBLIC LIBRARY FOUNDATION
    1350 LINNERUD DR
    SUN PRAIRIE,WI535902631
    N/A PC GENERAL SUPPORT 500
    THE SWAMPLOVERS FOUNDATION INC
    5053 COUNTY ROAD KP
    CROSS PLAINS,WI535289596
    N/A PC GENERAL SUPPORT 5,000
    TRI 4 SCHOOLS
    937 JENNA DR
    VERONA,WI535938346
    N/A PC GENERAL SUPPORT 1,200
    TSWV NPLOOG THOJ FAMILY INC
    303 MANLEY LN
    COTTAGE GROVE,WI535278119
    N/A PC GENERAL SUPPORT 2,500
    UNITED CEREBRAL PALSY OF GREATER DANE COUNTY
    2801 COHO ST STE 300
    MADISON,WI537134531
    N/A PC GENERAL SUPPORT 1,500
    UNITED WAY OF DANE COUNTY
    PO BOX 7548
    MADISON,WI537077548
    N/A PC GENERAL SUPPORT 90,000
    UNITED WAY OF DANE COUNTY
    PO BOX 7548
    MADISON,WI537077548
    N/A PC GENERAL SUPPORT 2,000
    UNITED WAY OF DANE COUNTY
    PO BOX 7548
    MADISON,WI537077548
    N/A PC GENERAL SUPPORT 12,000
    URBAN LEAGUE OF GREATER MADISON INC
    2222 S PARK ST STE 200
    MADISON,WI537132168
    N/A PC GENERAL SUPPORT 20,000
    URBAN LEAGUE OF GREATER MADISON INC
    2222 S PARK ST STE 200
    MADISON,WI537132168
    N/A PC GENERAL SUPPORT 2,000
    URBAN LEAGUE OF GREATER MADISON INC
    2222 S PARK ST STE 200
    MADISON,WI537132168
    N/A PC GENERAL SUPPORT 1,360
    URBAN TREE ALLIANCE
    5313 SHAW CT
    MADISON,WI537052743
    N/A PC GENERAL SUPPORT 1,000
    UW CARBONE CANCER CENTER
    600 HIGHLAND AVE K4646
    MADISON,WI537920001
    N/A PC GENERAL SUPPORT 2,500
    UW MADISON ARTS INSTITUTE
    326 LATHROP ST
    MADISON,WI537264023
    N/A PC GENERAL SUPPORT 1,000
    UW NELSON INSTITUTE FOR ENVIRONMENTAL STUDIES
    500 N PARK ST RM 122
    MADISON,WI537061404
    N/A PC GENERAL SUPPORT 10,000
    VERA COURT NEIGHBORHOOD CENTER
    1917 LAKE POINT DR
    MADISON,WI537131681
    N/A PC GENERAL SUPPORT 10,000
    VILLAGE OF DEFOREST
    120 S STEVENSON ST
    DEFOREST,WI535321513
    N/A PC GENERAL SUPPORT 7,500
    VERY SPECIAL ARTS WISCONSIN
    1709 ABERG AVE STE 1
    MADISON,WI537044207
    N/A PC GENERAL SUPPORT 500
    WAUNAKEE FEED THE NEED
    4902 WAKANDA DR
    WAUNAKEE,WI553858490
    N/A PC GENERAL SUPPORT 500
    WISCONSIN ALUMNI RESEARCH FOUNDATION
    614 WALNUT ST
    MADISON,WI537262336
    N/A SO-DP GENERAL SUPPORT 1,000
    WISCONSIN ASSOCIATION FOR ENVIRONMENTAL EDUCATION INC
    800 RESERVE ST
    STEVENS POINT,WI544811965
    N/A PC GENERAL SUPPORT 1,500
    WISCONSIN COUNCIL - BLIND & VISUALLY IMPAIRED
    754 WILLIAMSON ST
    MADISON,WI537033546
    N/A PC GENERAL SUPPORT 500
    WISCONSIN HISTORICAL FOUNDATION
    PO BOX 260050
    MADISON,WI537260050
    N/A PC GENERAL SUPPORT 150,000
    WISCONSIN INNOVATION AWARDS INC
    401 CHARMANY DR STE 310
    MADISON,WI537191270
    N/A PC GENERAL SUPPORT 2,500
    WISCONSIN LITERACY INC
    211 S PATERSON ST STE 260
    MADISON,WI537034537
    N/A PC GENERAL SUPPORT 1,000
    WISCONSIN MASTER NATURALIST PROGRAM
    2914 LAKELAND AVE
    MADISON,WI537061404
    N/A PC GENERAL SUPPORT 500
    WISCONSIN WETLANDS ASSOCIATION
    222 S HAMILTON ST STE 1
    MADISON,WI537033201
    N/A PC GENERAL SUPPORT 1,000
    WISCONSIN WOMEN'S BUSINESS INITIATIVE CORP
    1533 N RIVERCENTER DR
    MILWAUKEE,WI532123913
    N/A PC GENERAL SUPPORT 30,000
    WISCONSIN WOMEN IN GOVERNMENT
    PO BOX 2543
    MADISON,WI537012543
    N/A PC GENERAL SUPPORT 1,350
    WISCONSIN YOUTH SYMPHONY ORCHESTRAS
    606 STATE ST
    MADISON,WI537031016
    N/A PC GENERAL SUPPORT 10,000
    WOUNDED WARRIOR PROJECT
    7020 A C SKINNER PKWY STE 100
    JACKSONVILLE,FL322566938
    N/A PC GENERAL SUPPORT 500
    YAHARA RIVER CHORUS
    9932 N WILDER RD
    EVANSVILLE,WI535368849
    N/A PC GENERAL SUPPORT 200
    YWCA MADISON
    101 E MIFFLIN ST
    MADISON,WI537032824
    N/A PC GENERAL SUPPORT 12,000
    Total .................................bullet 3a 1,253,489
    bApproved for future payment
    Total .................................bullet 3b 0
    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 9,983  
    4 Dividends and interest from securities....     14 450,100  
    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 ............
        14 24,109  
    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).. 0 484,192 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    484,192
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    MADISON GAS AND ELECTRIC FOUNDATION
    INC
    Employer identification number

    39-6098118
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    MADISON GAS AND ELECTRIC FOUNDATION
    INC
    Employer identification number
    39-6098118
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    MADISON GAS AND ELECTRIC INC
     
    133 S BLAIR ST
     
    MADISON, WI537034055

    $ 2,500,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    MADISON GAS AND ELECTRIC FOUNDATION
    INC
    Employer identification number

    39-6098118
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    MADISON GAS AND ELECTRIC FOUNDATION
    INC
    Employer identification number

    39-6098118
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    MADISON GAS AND ELECTRIC FOUNDATION
     
    INC
    EIN:
    39-6098118
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 1,900 950   950

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

    TY 2018 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
    2018-03-26 500 2018 FESTA ITALIA 500   3/26/2018 2018-03-26 FUNDS SPENT FOR THE PURPOSE INTENDED
    MIDDLETON VFW POST #8216
     
    PO BOX 620097
    MIDDLETON,WI535620097
    2018-06-25 200 MIDDLETON GOOD NEIGHBOR FEST 200   6/25/2018 2018-06-25 FUNDS SPENT FOR THE PURPOSE INTENDED

    TY 2018 GeneralExplanationAttachment
    Name:
    MADISON GAS AND ELECTRIC FOUNDATION
     
    INC
    EIN:
    39-6098118
    Identifier Return Reference Explanation
    TRANSFEROR'S INTEREST FORM 926 LINE 16A AND 16B OWNERSHIP BEFORE AND AFTER TRANSFER IS LESS THAN 10% FOR ALL THREE FORM 926 FILINGS.

    TY 2018 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 7,038,441 7,038,441

    TY 2018 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. 1,079,280 1,079,280
    COMMONFUND-MULTI-STRATEGY EQUITY FUND 16,577,787 16,577,787

    TY 2018 LegalFeesSchedule
    Name:
    MADISON GAS AND ELECTRIC FOUNDATION
     
    INC
    EIN:
    39-6098118
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 4,110 0   0


    TY 2018 OtherDecreasesSchedule
    Name:
    MADISON GAS AND ELECTRIC FOUNDATION
     
    INC
    EIN:
    39-6098118
    Description Amount
    NET UNREALIZED LOSSES ON INVESTMENTS 1,628,001
    INCOME TAXES 111,000


    TY 2018 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
    MISCELLANEOUS EXPENSES 863 0   0


    TY 2018 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   239,249  
    CFI MULTI-STRATEGY EQUITY FUND, K-1   1,019,987  


    TY 2018 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 72,118 72,118   0
    MANAGEMENT FEES 35,135 3,514   31,622