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
ENDRES MANUFACTURING FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)350 S HAMILTON ST NO 701
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MADISON, WI53703
A Employer identification number

39-1839327
B Telephone number (see instructions)

(608) 235-2010
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$4,492,592J 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) 513,814
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 91,288 91,288  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -7,423
b Gross sales price for all assets on line 6a 1,730,299
7 Capital gain net income (from Part IV, line 2)... 0
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........ 597,679 91,288  
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).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,500 500   1,000
c Other professional fees (attach schedule).... Click to see attachment 24,879 24,879   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 889 889   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 292 0   292
23 Other expenses (attach schedule)....... Click to see attachment 874 874   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,434 27,142   1,292
25 Contributions, gifts, grants paid....... 332,250 332,250
26 Total expenses and disbursements. Add lines 24 and 25 360,684 27,142   333,542
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 236,995
b Net investment income (if negative, enter -0-) 64,146
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.............      
2 Savings and temporary cash investments......... 177,484 11,437 11,437
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) 199,752 Click to see attachment399,992 399,914
b Investments—corporate stock (attach schedule)....... 1,392,081 Click to see attachment1,554,157 2,146,425
c Investments—corporate bonds (attach schedule)....... 916,114 Click to see attachment945,284 905,870
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 921,542 Click to see attachment935,874 1,028,946
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) 3,606,973 3,846,744 4,492,592
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..................    
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........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 3,606,973 3,846,744
30 Total net assets or fund balances (see instructions)..... 3,606,973 3,846,744
31 Total liabilities and net assets/fund balances (see instructions). 3,606,973 3,846,744
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
3,606,973
2
Enter amount from Part I, line 27a .....................
2
236,995
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,776
4
Add lines 1, 2, and 3 ..........................
4
3,846,744
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,846,744
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 SECURITIES P    
b SECURITIES P    
c SECURITIES D    
d CAPITAL GAINS DIVIDENDS P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 747,382   857,508 -110,126
b 934,740   877,201 57,539
c 11,303   3,013 8,290
d 36,874     36,874
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       -110,126
b       57,539
c       8,290
d       36,874
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 -7,423
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 156,725 4,214,624 0.037186
2016 152,050 3,319,348 0.045807
2015 135,450 3,186,467 0.042508
2014 150,378 2,609,847 0.057619
2013 82,530 1,992,775 0.041415
2
Total of line 1, column (d) .....................
2
0.224535
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
0.044907
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
4,845,607
5
Multiply line 4 by line 3......................
5
217,602
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
641
7
Add lines 5 and 6........................
7
218,243
8
Enter qualifying distributions from Part XII, line 4,.............
8
333,542
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 1 641
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........................... 3 641
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- ..... 5 641
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,087
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 3,087
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 2,446
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet2,446 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
    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. Click to see attachment...............................
    10
    Yes
     
    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 addressbulletHTTP://WWW.ENDRESMFG.COM/FOUNDATION-GRANTS/
    14
    The books are in care ofbulletDIANE BALLWEG Telephone no.bullet (608) 836-1751

    Located atbullet350 S HAMILTON ST UNIT 701MADISONWI ZIP+4bullet53703
    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
     
    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
     
     
    .........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
    DIANE BALLWEG PRESIDENT
    5.00     		0 0 0
    350 S HAMILTON ST 701
    MADISON,WI53703
    GORDY ACKER VICE PRESIDENT
    0.50     		0 0 0
    5948 POELMA DR
    WAUNAKEE,WI53597
    ANNIE BALLWEG SECRETARY
    0.50     		0 0 0
    1224 DARTMOUTH DR
    WAUNAKEE,WI53597
    MICHAEL STEINL TREASURER
    0.50     		0 0 0
    509 DORN DR
    WAUNAKEE,WI53597
    NICK PALM DIRECTOR
    0.50     		0 0 0
    802 S CENTURY AVENUE
    WAUNAKEE,WI53597
    JOE BOUCHER DIRECTOR
    0.50     		0 0 0
    802 S CENTURY AVENUE
    WAUNAKEE,WI53597
    JACKIE BALLWEG DIRECTOR
    0.50     		0 0 0
    802 S CENTURY AVENUE
    WAUNAKEE,WI53597
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 SINCE ITS BEGINNING IN 1996, EMC FOUNDATION HAS GIVEN OVER $2.5 MILLION TO AREA NON-PROFITS IN OUR 20 YEAR HISTORY. WE ATTEMPT TO BE BALANCED IN OUR GIVING, PROVIDING RESOURCES TO SUCH THINGS AS EDUCATION, TECHNOLOGY, BUSINESS, ENVIRONMENTAL ISSUES, THE ARTS, AND HUMAN SERVICES. 45 GRANTS WERE AWARDED IN 2018. 332,250
    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
    4,804,643
    b
    Average of monthly cash balances.......................
    1b
    114,755
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,919,398
    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
    4,919,398
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    73,791
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,845,607
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    242,280
    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
    242,280
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    641
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    641
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    241,639
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    241,639
    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
    241,639
    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
    333,542
    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
    333,542
    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
    641
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    332,901
    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 7 241,639
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 52,104
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 333,542
    a Applied to 2017, but not more than line 2a 52,104
    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..... 241,639
    e Remaining amount distributed out of corpus 39,799
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 39,799
    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) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		39,799
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018.... 39,799
    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).)
    DIANE BALLWEG
    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:
    DIANE BALLWEG
    350 S HAMILTON ST 701
    MADISON,WI53703
    (608) 836-1751
    bThe form in which applications should be submitted and information and materials they should include:
    GRANT APPLICATION CAN BE FOUND ON OUR WEBSITE. FIVE COPIES OF THE GRANT REQUEST APPLICATION MUST BE SUBMITTED BY MAY 1 OR NOVEMBER 1. AN EXPLANATION OF THE PROJECT FOR WHICH THE GRANT IS BEING REQUESTED SHOULD BE PROVIDED ALONG WITH A SUMMARIZED FINANCIAL STATEMENT OF THE AGENCY AND PROJECT. PROOF OF NON-PROFIT EXEMPT STATUS MUST BE PROVIDED. A LIST OF CURRENT AGENCY BOARD MEMBERS, DIRECTORS, OR OFFICERS MUST BE INCLUDED WITH THE GRANT REQUEST.
    cAny submission deadlines:
    ANNUALLY BY MAY 1 AND NOVEMBER 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    AGRACE HOSPICE CARE
    5395 E CHERYL PARKWAY
    MADISON,WI53711     		N/A PC SUPPORT FOR THEIR MISSION AND PURPOSE. 500
    ALZHIEMERS ASSOCIATION
    2820 WALTON COMMONS LANE 132
    MADISON,WI53718     		N/A PC SUPPORT FOR THEIR MUSIC AND MEMORY MATINEE. 5,000
    ARTS AND LITERATURE LAB
    2021 WINNEBAGO ST
    MADISON,WI53704     		N/A PC SUPPORT FOR DOUBLING THE CAPACITY OF THEIR FREE OPEN ART STUDIO PROGRAM. 5,000
    BADGER CHILDHOOD CANCER NETWORK
    517 N SEGOE RD
    MADISON,WI53705     		N/A PC SUPPORT FOR THE RENT/MORTGAGE ASSITANCE PROGRAMS AND SERVICES FOR FAMILIES OF CHILDREN ON ACTIVE TREATMENT FOR CANCER AND LIFE-THREATENING BLOOD DISORDERS. 5,000
    BAYVIEW FOUNDATION INC
    601 BAYVIEW
    MADISON,WI53715     		N/A PC SUPPORT FOR THE "BAYVIEW PORTRAITS" WHICH WILL DOCUMENT THE BEAUTY, DIVERSITY, AUTHENTICITY AND HISTORIES OF THE 102 FAMILIES WHO CURRENTLY LIVE AT BAYVIEW TOWNHOUSES. 5,000
    BIG BROTHERS BIG SISTERS OF DANE COUNTY
    2059 ATWOOD AVE
    MADISON,WI53704     		N/A PC SUPPORT FOR NEW PROGRAM, HIGH SCHOOL AND BEYOND: COLLEGE AND VOCATION. 1,000
    CANOPY CENTER
    2445 DARWIN ROAD SUITE 15
    MADISON,WI53704     		N/A PC SUPPORT FOR THE PARENT TO CHILD PROGRAM WHICH PROVIDES SUPERVISED FAMILY INTERACTIONSESSIONS FOR FAMILIES THAT DANE COUNTY DEPARTMENT OF HUMAN SERVICES (DCDHS) AND/OR THEJUVENILE COURT DEEM NECESSARY. 5,000
    CARE NET PREGNANCY CENTER
    1350 MACARTHUR ROAD
    MADISON,WI53714     		N/A PC SUPPORT FOR MOBILE CLINIC THAT WILL PROVIDE FREE HEALTH SERVICES TO WOMEN LIVING IN AREAS THAT LACK LIFE-AFFIRMING RESOURCES. 5,000
    DAIS
    2102 FORDEM AVENUE
    MADISON,WI53704     		N/A PC SUPPORT FOR THEIR MISSION AND PURPOSE. 2,500
    DANE ARTS MURAL ARTS INC
    5004 ALLIS AVENUE
    MADISON,WI53716     		N/A PC SUPPORT FOR THEIR MISSION AND PURPOSE. 5,000
    DANE COUNTY CULTURAL AFFAIRS CO
    210 MARTIN LUTHER KING JR BOULEVARD
    ROOM 421
    MADISON,WI53703     		N/A GOV SUPPORT FOR ARTS, CULTURE, AND LOCAL HISTORY PROJECTS AND PROGRAMS THROUGHOUT DANE COUNTY. 15,000
    FAMILY SERVICE MADISON INC
    128 E OLIN AVE
    MADISON,WI53713     		N/A PC SUPPORT FOR TRAUMA FOCUSED FAMILY PROGRAMMING WHICH TREATS CHILDREN AND THEIR FAMILIES AND ADULTS WHO HAVE TRAUMA ISSUES. 5,000
    FAST
    2801 INTERNATIONAL LANE SUITE 212
    MADISON,WI53704     		N/A PC SUPPORT FOR THEIR MISSION AND PURPOSE. 5,000
    FOOD FOR KIDS FEED THE NEED
    4902 WAKANDA DRIVE
    WAUNAKEE,WI53597     		N/A PC PURCHASE INGREDIENTS FOR CREATING AND PACKAGING MEALS. 250
    FRIENDS OF MACKENZIE ENVIRONMENTAL CENTER INC
    W7303 COUNTY HIGHWAY CS Q
    POYNETTE,WI53955     		N/A PC SUPPORT FOR CAPITAL IMPROVEMENTS AT THE MACKENZIE CENTER WILDLIFE EXHIBIT. 10,000
    FRIENDS OF SCHUMACHER FARM
    5682 HWY 19
    WAUNAKEE,WI53597     		N/A PC SUPPORT FOR EQUIPMENT REPAIRS AND IMPROVEMENTS. 4,500
    GIGI'S PLAYHOUSE
    4104 MONONA DRIVE
    MADISON,WI53716     		N/A PC SUPPORT FOR THE AMINA GRACE SPEECH AND LANGUAGE PROGRAM WHICH PROVIDES CHILDREN, TEENS AND ADULTS WITH DOWN SYNDROME, FREE, SPEECH AND LANGUAGE THERAPY SERVICES. 5,000
    GILDAS CLUB
    7907 UW HEALTH CT
    MIDDLETON,WI53562     		N/A PC SUPPORT FOR REPAIRING FLOOD DAMAGE TO THEIR CLUBHOUSE. 5,000
    GIOS GARDEN
    2028 PARMENTER STREET
    MIDDLETON,WI53562     		N/A PC SUPPORT FOR THE RESPITE 2 GO PROGRAM WHICH WILL OFFER THERAPEUTIC RESPITE CARE SERVICES TO COMMUNITY BASED SETTINGS TO CREATE MORE EQUITABLE ACCESS TO SERVICES AND TO CAPITALIZE ON EXISTINGRESOURCES FOR A MORE SUSTAINABLE COMMUNITY MODEL. 2,500
    GOODMAN CENTER GIRLS INC
    149 WAUBESA ST
    MADISON WI,WI53704     		N/A PC SUPPORT FOR THEIR MISSION AND PURPOSE. 2,500
    LAKE WAUBESA BIBLE CAMP INC
    2851 CRESCENT DRIVE
    MC FARLAND,WI53558     		N/A PC SUPPORT FOR REPAIRING FLOOD DAMAGE TO THEIR PIERS. 10,000
    LITERACY NETWORK
    701 DANE STREET
    MADISON,WI53713     		N/A PC SUPPORT FOR THE INSTRUCTION AND COORDINATION OF PROGRAMS THAT SERVE PARENTS IN OUR SCHOOL-BASED FAMILY LITERACY CLASSES. 5,000
    LUTHERAN SOCIAL SERVICES
    4 N HANCOCK ST
    MADISON,WI53703     		N/A PC SUPPORT FOR PROVIDING A CLEAN ENVIRONMENT TO THOSE HOUSED AT ST. JOHN'S LUTHERAN CHURCH. 1,500
    MADISON AUDUBON SOCIETY
    1400 EAST WASHINGTON AVENUE SUITE
    170
    MADISON,WI53703     		N/A PC SUPPORT TO PROVIDE HANDS ON ENVIRONMENTAL EDUCATION TO ELEMENTARY AGES CHILDREN IN LOW INCOME COMMUNITIES. 25,000
    MADISON CHILDREN'S MUSEUM
    100 NORTH HAMILTON STREET
    MADISON,WI53703     		N/A PC SUPPORT FOR THE SUSTAINABILITY FOR ALL PROJECT WHICH WILL CREATE A MORE INCLUSIVE ROOFTOP, INCLUDING ACCESSIBILITY IMPROVEMENTS, AND THE FORCES OF NATURE EXHIBIT WHICH WILL PROVIDE MANY CHILDREN WITH THEIR FOUNDATIONAL KNOWLEDGE ON SUSTAINABLE ENERGY AND RENEWABLE POWER, PLANTING THE SEEDS FOR A MORE SUSTAINABLE FUTURE. 12,500
    MADISON NORTHSIDE PLANNING COUNCIL INC
    1219 N SHERMAN AVE
    MADISON,WI53704     		N/A PC SUPPORT FOR THEIR MISSION AND PURPOSE. 5,000
    MADISON READING PROJECT
    101 AGNES CT
    MT HOREB,WI53572     		N/A PC SUPPORT FOR 'BIG RED READING BUS' WHICH WILL TRANSPORT BOOKS, MATERIALS, AND TWO OF OUR FIVE STAFF MEMBERS TO LOW-INCOME NEIGHBORHOODS, COMMUNITY CENTERS, SHELTERS, LIBRARIES, AND FESTIVALS THROUGHOUT THE GREATER DANE COUNTY TO DELIVER AN ONGOING LITERACY PROGRAM THAT FEATURES FREE BOOKS TO CHILDREN FROM BIRTH TO AGE 12. 5,000
    NORTH EAST SIDE SENIOR COALITION
    1625 NORTHPORT DRIVE 125
    MADISON,WI53704     		N/A PC SUPPORT FOR THEIR MISSION AND PURPOSE. 3,000
    OUR LADY QUEEN OF PEACE PARISH DBA CATHOLIC MULTICULTURAL CENTER
    418 HOLLY AVE
    MADISON,WI53711     		N/A PC SUPPORT FOR CULINARY CREATIONS CATERING SOCIAL ENTERPRISE TO OFFER INDIVIDUALS FACING BARRIERS TO EMPLOYMENT PAID ON-THE-JOB TRAINING IN FOOD PREPARATION, FOOD SAFETY, AND BASIC KITCHEN SKILLS AS WELL AS WORK EXPERIENCE. 9,500
    PERFORMING OURSELVES
    225 N MILLS ST
    MADISON,WI53706     		N/A PC SUPPORT FOR THE PERFORMING OURSELVES SPRING 2019 SHOWCASE. 5,000
    RAPE CRISIS CENTER
    2801 COHO STREET SUITE 301
    MADISON,WI53713     		N/A PC SUPPORT FOR GAME CHANGERS, A COALITION OF 16 HIGH SCHOOL STUDENTS WORKING ACROSS 13 PUBLIC HIGH SCHOOLS IN THE WAUNAKEE-MADISON-DANE COUNTY AREA TO CREATE SOCIAL CHANGE TO END SEXUAL VIOLENCE. 2,000
    RED CABOOSE CHILD CARE CENTER INC
    654 WILLIAMSON STREET
    MADISON,WI53703     		N/A PC SUPPORT FOR SCHOLARSHIP FUND WHICH HELPS MAINTAIN THE SOCIO-ECONOMIC DIVERSITY OF FAMILIES AND MAINTAIN AFFORDABLE COPAYS FOR LOW-INCOME PARENTS ON PUBLIC TUITION ASSISTANCE. 5,000
    RIVER FOOD PANTRY
    2201 DARWIN RD
    MADISON,WI53704     		N/A PC FOR THE PURCHASE OF NUTRITIOUS FOOD TO DISTRIBUTE TO THE CLIENT FAMILIES. 5,000
    SAFE HARBOR CHILD ADVOCACY CENTER
    1457 E WASHINGTON AVENUE SUITE 102
    MADISON,WI53703     		N/A PC SUPPORT FOR THE INSTALLATION OF CHILD FORENSIC INTERVIEWING EQUIPMENT AT NEW SPACE. 4,000
    SECOND HARVEST FOOD BANK
    2820 DAIRY DRIVE
    MADISON,WI53718     		N/A PC SUPPORT FOR THEIR MISSION AND PURPOSE. 2,500
    STOUGHTON HOSPITAL FOUNDATION
    900 RIDGE STREET
    STOUGHTON,WI53589     		N/A PC SUPPORT FOR THE HEALING GARDEN, A UNIQUE ENVIRONMENT OF BEAUTY, SILENCE AND SERENITY - THE KIND THAT NURTURES THE BODY, MIND AND SPIRIT. 5,000
    VERA COURT NEIGHBORHOOD CENTER INC
    614 VERA COURT
    MADISON,WI53704     		N/A PC SUPPORT FOR THEIR MISSION AND PURPOSE. 5,000
    VILLAGE OF WAUNAKEE WAUNAKEE PUBLIC ARTS FOUNDATION
    500 W MAIN STREET
    WAUNAKEE,WI53597     		N/A GOV SUPPORT FOR MAJOR SCULPTURE TO HONOR TEACHERS. 5,000
    VSA WISCONSIN INC
    1709 ABERG AVE SUITE 1
    MADISON,WI53704     		N/A PC SUPPORT FOR THEIR MISSION AND PURPOSE. 5,000
    WAUNAKEE COMMUNITY HIGH SCHOOL TECHNOLOGY & ENGINEERING EDUCATION DEPT
    301 COMMUNITY DRIVE
    WAUNAKEE,WI53597     		N/A GOV FOR THE PURCHASE OF WELDING/MECHANICAL PROGRAM EQUIPMENT. 25,000
    WAUNAKEE PUBLIC LIBRARY
    710 SOUTH STREET
    WAUNAKEE,WI53597     		N/A PC SUPPORT FOR THEIR MISSION AND PURPOSE. 60,000
    WAUNAKEE-DEFOREST HIGH SCHOOL GYMNASTICS TEAM
    301 COMMUNITY DR
    WAUNAKEE,WI53597     		N/A NC FUNDING TO REPLACE GYMNASTIC EQUIPMENT. 6,000
    WISCONSIN ACADEMY OF GRADUATE SERVICE DOGS
    115 N JACKSON STREET SUITE 3
    JANESVILLE,WI53545     		N/A PC SUPPORT FOR THEIR MISSION AND PURPOSE. 12,500
    WPT WISCONSIN WATER FROM THE AIR
    821 UNIVERSITY AVE
    MADISON,WI53706     		N/A PC SUPPORT FOR WISCONSIN WATER FROM THE AIR WHICH CELEBRATES THE RIVERS AND LAKES THAT SHAPE ANDDEFINE OUR STATE. 5,000
    WYSO MUSIC MAKERS
    455 N PARK STREET GEORGE MOSSE
    HUMANITIES BUILDING 1625
    MADISON,WI53706     		N/A PC SUPPORT FOR EXPANDING THE WYSO MUSIC MAKERS PROGRAM AND ITS OFFERINGS. 10,000
    Total .................................bullet 3a 332,250
    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 ...........     		         
    4 Dividends and interest from securities....     14 91,288  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -7,423  
    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 83,865 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    83,865
    (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
    ENDRES MANUFACTURING FOUNDATION INC
     
    Employer identification number

    39-1839327
    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
    ENDRES MANUFACTURING FOUNDATION INC
          		Employer identification number
    39-1839327
    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
    ENDRES MANUFACTURING COMPANY
     
    PO BOX 217
     
    WAUNAKEE, WI53597

    		$ 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
    ENDRES MANUFACTURING FOUNDATION INC
          		Employer identification number

    39-1839327
    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
    ENDRES MANUFACTURING FOUNDATION INC
          		Employer identification number

    39-1839327
    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:
    ENDRES MANUFACTURING FOUNDATION INC
    EIN:
    39-1839327
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,500 500   1,000

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    ENDRES MANUFACTURING FOUNDATION INC
    EIN:
    39-1839327
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CVS HEALTH CORP 100,913 96,487
    EASTMAN CHEMICALS CO 28,667 27,794
    FORD MOTOR CREDIT CO LLC 202,796 188,782
    GOLDMAN SACHS GROUP INC 102,830 98,290
    KROGER CO 103,306 98,971
    MOTOROLA INC 99,825 99,230
    TIME WARNER INC 104,392 101,230
    VIACOM INC 100,202 97,315
    ZIMMER BIOMET HOLDINGS 102,353 97,771

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    ENDRES MANUFACTURING FOUNDATION INC
    EIN:
    39-1839327
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABIOMED INC 35,642 32,504
    ADOBE INC (DELAWARE) 37,081 33,936
    AIR PROD & CHEMICAL INC 50,787 48,015
    AMAZON.COM INC 45,274 90,118
    APPLE INC 26,919 64,358
    BANK OF AMERICA CORP 41,834 80,080
    BOEING COMPANY 71,085 64,500
    BP PLC SPON ADR 49,120 45,959
    BROADCOMM LTD 48,887 76,284
    CATERPILLAR INC. 36,537 38,121
    COSTCO WHOLESALE CORP 49,653 50,928
    CUMMINS INC 58,969 53,456
    DOW CHEMICAL 40,941 42,784
    EDWARDS LIFESCIENCES CORP 55,355 92,515
    HCA HOLDINGS INC 31,541 99,560
    HORIZON PHARMA PLC 62,867 58,620
    HUNT J B TRANS SVCS INC 61,530 46,520
    INTL PAPER CO 23,945 24,216
    JP MORGAN CHASE & CO 17,875 48,810
    LAM RESEARCH CORP 43,657 68,085
    LAS VEGAS SANDS CORP 54,385 52,050
    LINCOLN NATL CORP IND 31,010 51,310
    MARATHON PETROLEUM 34,611 35,406
    MASTERCARD INC CL A 13,624 94,325
    MORGAN STANLEY 26,488 55,510
    NIKE INC 46,390 59,312
    NVIDIA CORP 50,234 66,750
    PALO ALTO NETWORKS INC 38,257 56,505
    PEPSICO, INC. 16,450 44,192
    PFIZER INC 34,252 56,745
    PPG INDUSTRIES 52,002 51,115
    PROCTER & GAMBLE CO 43,374 55,152
    RAYTHEON CO 51,932 46,005
    ROCKWELL AUTOMATION INC 40,389 52,668
    SALESFORCE.COM, INC. 45,978 123,273
    TOTAL S.A. FRANCE SPON ADR 49,606 52,180
    UNION PACIFIC CORP 35,676 34,558

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    ENDRES MANUFACTURING FOUNDATION INC
    EIN:
    39-1839327
    US Government Securities - End of Year Book Value:

    399,992
    US Government Securities - End of Year Fair Market Value:

    399,914
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    ENDRES MANUFACTURING FOUNDATION INC
    EIN:
    39-1839327
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ISHARES RUSSEL MID-CAP VALUE FMV 49,197 53,445
    JP MORGAN MID CAP VALUE FUND CLASS FMV 225,000 231,171
    OAKMARK INTL FUND CLASS INVESTOR FMV 100,000 102,454
    OPPENHEIMER DEVELOPING MARKETS FUND A FMV 199,076 226,235
    OPPENHEIMER INTERNATIONAL SMALL COMPANY FUND FMV 121,540 144,183
    PRIMECAP ODYSSEY FDS AGGRESSIVE GROWTH FUND FMV 150,041 176,317
    VIRTUS KAR SMALL-CAP FMV 91,020 95,141

    TY 2018 OtherExpensesSchedule
    Name:
    ENDRES MANUFACTURING FOUNDATION INC
    EIN:
    39-1839327
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOND AMORTIZATION 874 874   0


    TY 2018 OtherIncreasesSchedule
    Name:
    ENDRES MANUFACTURING FOUNDATION INC
    EIN:
    39-1839327
    Description Amount
    CHANGE IN INVESTMENT COST BASIS 2,776


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    ENDRES MANUFACTURING FOUNDATION INC
    EIN:
    39-1839327
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKER FEES 24,879 24,879   0


    TY 2018 SubstantialContributorsSch
    Name:
    ENDRES MANUFACTURING FOUNDATION INC
    EIN:
    39-1839327
    Name Address
    ENDRES MANUFACTURING COMPANY
          		PO BOX 217
    WAUNAKEE,WI53597
    KENNETH BALLWEG 2621 PARK STREET
    MIDDLETON,WI53562
    DIANE BALLWEG 350 S HAMILTON ST 701
    MADISON,WI53703


    TY 2018 TaxesSchedule
    Name:
    ENDRES MANUFACTURING FOUNDATION INC
    EIN:
    39-1839327
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN INVESTMENT TAXES 889 889   0