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
MAIHAUGEN FOUNDATION INC AGENCY 1045002262
 
Number and street (or P.O. box number if mail is not delivered to street address)230 FRONT STREET NORTH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LA CROSSE, WI54601
A Employer identification number

39-1857836
B Telephone number (see instructions)

(608) 782-1148
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$3,339,067J 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) 241,146
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,046 1,046  
4 Dividends and interest from securities... 87,784 87,784  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 86,952
b Gross sales price for all assets on line 6a 746,656
7 Capital gain net income (from Part IV, line 2)... 86,952
8 Net short-term capital gain......... 0
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........ 416,928 175,782  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 21,891 21,891    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 2,000 0 0 2,000
c Other professional fees (attach schedule).... Click to see attachment 7,237 7,237   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,139 7,139   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 795     795
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,062 36,267 0 2,795
25 Contributions, gifts, grants paid....... 167,150 167,150
26 Total expenses and disbursements. Add lines 24 and 25 206,212 36,267 0 169,945
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 210,716
b Net investment income (if negative, enter -0-) 139,515
c Adjusted net income (if negative, enter -0-)... 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......... 49,822 88,431 88,431
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) 2,931,637 3,107,620 3,250,636
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,981,459 3,196,051 3,339,067
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 2,981,459 3,196,051
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)..... 2,981,459 3,196,051
31 Total liabilities and net assets/fund balances (see instructions). 2,981,459 3,196,051
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
2,981,459
2
Enter amount from Part I, line 27a .....................
2
210,716
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,876
4
Add lines 1, 2, and 3 ..........................
4
3,196,051
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
3,196,051
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 238. CONTROLADORA VUEL   2016-02-17 2018-01-02
b 27. EQT CORP NPV   2017-11-13 2018-01-02
c 125. NAVIGANT CONSULTING INC   2017-05-25 2018-01-02
d 100. NETSCOUT SYSTEMS INC   2016-09-06 2018-01-02
e 100. REGAL ENTERTAINMENT GROUP   2017-12-07 2018-01-02
.667 NEOGEN CORP   2014-06-19 2018-01-10
10. IPG PHOTONICS CORP   2016-05-17 2018-01-23
300. LINDE AG ADR   2016-11-29 2018-01-25
100. MERIT MEDICAL SYSTEMS INC   2015-03-18 2018-01-25
50. OLD DOMINION FREIGHT LINE   2015-10-20 2018-01-25
25. SERVICEMASTER GLOBAL HOLDINGS INC   2015-05-20 2018-01-25
25. SLEEP NUMBER CORP   2017-01-06 2018-01-25
25. VERISK ANALYTICS INC   2016-01-04 2018-01-29
20. COSTAR GROUP INC   2014-09-15 2018-01-31
100. CHINA LODGING GROUP LTD ADR   2016-07-21 2018-02-02
150. MURATA MANUFACTURING CO LTD ADR   2015-09-17 2018-02-02
25. GAMESTOP CORP CLASS A   2016-08-04 2018-02-09
148. STRATASYS LTD   2015-08-12 2018-02-09
6. ALPHABET INC CL C   2012-09-24 2018-02-14
50. TJX COMPANIES INC   2017-08-18 2018-02-14
75. TJX COMPANIES INC   2016-06-09 2018-02-14
11. OLD DOMINION FREIGHT LINE   2013-04-04 2018-02-16
75. VERISK ANALYTICS INC   2014-02-11 2018-02-22
4424.779 EATON VANCE FLOATING RATE I   2015-02-23 2018-02-28
859.107 VANGUARD HIGH YIELD ADM   2017-02-01 2018-02-28
.66 FIRST HORIZON NATIONAL CORP   2016-08-10 2018-03-01
.507 ACS ACTIVIDADES DE CONSTRUCCION Y SERVIC   2017-06-22 2018-03-07
25. GRAND CANYON EDUCATION INC   2015-09-17 2018-03-13
65. DECKERS OUTDOOR CORP   2016-01-14 2018-03-20
250. COLONY NORTHSTAR INC   2016-01-14 2018-03-21
135. DIGI INTERNATIONAL INC   2010-11-23 2018-03-21
60. DIPLOMAT PHARMACY INC   2016-01-14 2018-03-21
50. GAMESTOP CORP CLASS A   2016-08-04 2018-03-21
50. GAMESTOP CORP CLASS A   2018-01-11 2018-03-21
25. HESKA CORP   2017-01-30 2018-03-21
100. INNERWORKINGS INC   2014-12-09 2018-03-21
134. INOVALON HOLDINGS INC   2016-03-10 2018-03-21
89. KOREA ELECTRIC POWER CORP SP ADR   2018-01-22 2018-03-21
261. KOREA ELECTRIC POWER CORP SP ADR   2015-09-17 2018-03-21
29. MERIT MEDICAL SYSTEMS INC   2015-03-18 2018-03-21
126. UNILEVER PLC ADR NEW   2014-12-09 2018-03-21
778. WIPRO LTD   2014-09-15 2018-03-21
322. WIPRO LTD   2018-01-22 2018-03-21
200. WISDOMTREE INVESTMENTS INC   2016-09-01 2018-03-28
25. GRAND CANYON EDUCATION INC   2015-09-17 2018-04-13
50. VEEVA SYSTEMS INC CL A   2016-03-10 2018-04-13
25. HEICO CORP   2016-07-28 2018-04-18
50. VECTREN CORP   2014-09-15 2018-04-18
125. FASTENAL CO   2016-11-22 2018-04-19
25. EDGEWELL PERSONAL CARE CO   2017-08-22 2018-05-01
75. COOPER TIRE & RUBBER   2018-03-22 2018-05-08
50. WPX ENERGY INC   2016-04-07 2018-05-08
.25 ASE INDUSTRIAL HOLDING CO LTD NPV ADR   2015-10-28 2018-05-10
125. ARCOS DORADOS HOLDINGS INC CLASS A   2017-11-20 2018-05-16
625. TUCKCELL ILETISIM HIZMET ADR   2017-10-26 2018-05-30
50. ROSS STORES INC   2016-06-22 2018-06-01
53. TIME WARNER INC NEW   2014-09-15 2018-06-15
75. ABM INDUSTRIES INC   2017-07-13 2018-06-25
2. DORMAN PRODUCTS INC   2015-08-12 2018-06-25
75. EMPLOYERS HOLDING INC   2016-09-12 2018-06-25
75. WPX ENERGY INC   2016-04-07 2018-06-25
209. AKZO NOBEL NV SPONSORED ADR   2016-03-31 2018-06-26
125. DEUTSCHE POST ADR   2017-01-24 2018-06-26
100. KB FINANCIAL GROUP INC ADR   2017-03-20 2018-06-26
20. NETEASE.COM INC   2012-09-24 2018-06-26
.161 AT&T INC   2015-03-18 2018-06-27
13. IPG PHOTONICS CORP   2016-05-17 2018-07-02
25. CNX RESOURCES CORP   2018-01-02 2018-07-10
25. DRIL-QUIP INC   2017-02-01 2018-07-10
150. FIRST MIDWEST BANCORP INC   2015-09-17 2018-07-10
64. DICK'S SPORTING GOODS   2016-01-25 2018-07-12
25. DICK'S SPORTING GOODS   2018-01-11 2018-07-12
116. KITE REALTY GROUP TRUST   2014-09-15 2018-07-12
75. WASHINGTON FEDERAL INC   2018-05-03 2018-07-12
86. FINANCIAL ENGINES INC   2014-02-11 2018-07-19
25. GREENHILL & CO INC   2017-02-27 2018-07-19
.625 HEICO CORP   2015-06-23 2018-07-19
.5 APERGY CORP   2014-12-09 2018-07-23
50. CORE LABORATORIES NV   2014-12-09 2018-07-23
186. CHINA EASTERN AIRLINES CORP LTD ADR CL H   2015-09-17 2018-07-24
50. PANDORA A S NPV ADR   2018-01-11 2018-07-24
161. PANDORA A S NPV ADR   2014-06-19 2018-07-24
38. AT&T INC   2015-03-18 2018-07-30
1000. SPDR EURO STOXX 50 ETF   2015-04-08 2018-07-30
750. VANGUARD FTSE DEVELOPED MARKETS ETF   2016-10-24 2018-07-30
100. VANGUARD LARGE CAP ETF   2015-08-18 2018-07-30
2613.24 VANGUARD HIGH YIELD ADM   2016-11-15 2018-07-31
125. FRESHPET INC   2016-04-27 2018-08-06
75. KRAFT HEINZ CO   2018-05-03 2018-08-06
140. KRAFT HEINZ CO   2015-11-19 2018-08-06
99. UNITED NATURAL FOODS INC   2016-10-18 2018-08-06
25. KENNEDY WILSON HOLDINGS INC   2015-04-08 2018-08-10
50. ROSS STORES INC   2017-06-05 2018-08-22
25. ATKORE INTERNATIONAL GROUP INC   2017-07-05 2018-08-28
25. LHC GROUP INC   2017-11-20 2018-08-28
100. LEGG MASON INC   2018-06-05 2018-08-28
1100. GKN PLC ADR   2017-06-22 2018-09-06
225. CHICOS FAS INC   2018-04-18 2018-09-17
275. CHINA CONSTRUCTION BANK CORP ADR   2018-02-02 2018-09-17
67. MUELLER INDUSTRIES INC   2010-12-16 2018-09-17
310. TORAY INDUSTRIES INC ADR   2015-09-22 2018-09-17
25. FIVE BELOW INC   2016-09-07 2018-09-20
25. HEICO CORP   2015-06-23 2018-09-20
150. ACCO BRANDS CORP   2018-08-07 2018-09-24
50. ATKORE INTERNATIONAL GROUP INC   2018-03-22 2018-09-24
50. ATKORE INTERNATIONAL GROUP INC   2017-07-05 2018-09-24
150. CNX RESOURCES CORP   2018-01-02 2018-09-24
175. RAMBUS INC   2018-01-02 2018-09-24
50. UNITED NATURAL FOODS INC   2018-05-02 2018-09-24
.211 FERGUSON PLC NPV ADR   2018-02-02 2018-10-03
9. PROTO LABS INC   2015-08-12 2018-10-03
100. TRACTOR SUPPLY CO   2016-11-22 2018-10-03
50. VERINT SYSTEMS INC   2015-08-12 2018-10-03
.564 ACS ACTIVIDADES DE CONSTRUCCION Y SERVIC   2017-06-22 2018-10-10
57. CORE LABORATORIES NV   2015-09-17 2018-10-23
25. LHC GROUP INC   2018-02-15 2018-10-30
150. STARS GROUP INC   2018-06-25 2018-10-30
6041.704 FEDERATED MORTGAGE INSTITUTIONAL   2017-02-01 2018-11-02
29. FRONTDOOR INC   2015-05-20 2018-11-16
25. FRONTDOOR INC   2018-10-09 2018-11-16
242. SCHLUMBERGER LTD   2015-09-17 2018-11-16
42. ATHENAHEALTH INC   2015-09-17 2018-11-20
302. RENAULT SA   2015-10-27 2018-11-27
165. VALEO SA   2013-05-01 2018-11-27
50. BERKSHIRE HATHAWAY INC CL B   2015-09-17 2018-11-30
32. EXPRESS SCRIPTS HLDG CO   2014-06-19 2018-11-30
300. SCHWAB MID CAP ETF   2016-09-28 2018-11-30
200. VANGUARD LARGE CAP ETF   2015-08-18 2018-11-30
50. WELLS FARGO & CO   2015-09-17 2018-11-30
125. C&J ENERGY SERVICES INC   2018-06-25 2018-12-03
782.999 EATON VANCE FLOATING RATE I   2015-02-23 2018-12-03
906.225 GLENMEDE SECURED OPTIONS I   2017-05-10 2018-12-03
1756.055 LORD ABBETT INFLATION FOCUSED I   2017-06-16 2018-12-03
933.786 PIMCO INCOME FUND I   2017-06-16 2018-12-03
1160.714 VANGUARD HIGH YIELD ADM   2016-11-15 2018-12-03
147.492 VANGUARD MORTGAGE-BACKED SECURITIES INDE   2018-11-02 2018-12-03
25. CNO FINANCIAL GROUP INC   2018-06-05 2018-12-10
100. CNO FINANCIAL GROUP INC   2017-05-09 2018-12-10
50. DRIL-QUIP INC   2018-01-22 2018-12-10
1161. ASE INDUSTRIAL HOLDING CO LTD NPV ADR   2015-10-28 2018-12-12
74. HANCOCK WHITNEY CORP   2015-03-18 2018-12-12
.333 RESIDEO TECHNOLOGIES INC   2010-12-16 2018-12-12
61. WESBANCO INC   2010-12-16 2018-12-12
50. EXPRESS SCRIPTS HLDG CO   2014-06-19 2018-12-20
61. HEALTHCARE SERVICES GROUP INC   2015-09-17 2018-12-20
4013.761 EATON VANCE FLOATING RATE I   2016-09-28 2018-12-21
CAPITAL GAIN DIVIDENDS P    
(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 1,922   4,580 -2,658
b 1,552   1,492 60
c 2,425   2,423 2
d 3,037   2,973 64
e 2,287   2,269 18
39   20 19
2,627   830 1,797
6,972   4,785 2,187
4,641   1,950 2,691
7,423   2,358 5,065
1,347   932 415
995   577 418
2,447   1,625 822
6,959   2,108 4,851
14,250   3,917 10,333
5,477   5,414 63
394   742 -348
2,926   5,893 -2,967
6,380   1,989 4,391
3,791   3,540 251
5,687   5,765 -78
1,494   401 1,093
7,570   4,688 2,882
40,000   40,108 -108
5,000   5,034 -34
13   9 4
3   4 -1
2,679   990 1,689
5,948   3,321 2,627
1,443   3,363 -1,920
1,442   1,320 122
1,329   1,748 -419
704   1,589 -885
704   999 -295
1,964   2,008 -44
895   795 100
1,494   2,318 -824
1,302   1,449 -147
3,819   5,447 -1,628
1,294   566 728
6,615   5,271 1,344
4,027   4,564 -537
1,667   1,779 -112
1,791   2,551 -760
2,725   953 1,772
3,639   1,336 2,303
2,258   1,082 1,176
3,265   1,828 1,437
6,379   5,700 679
1,098   1,882 -784
1,809   2,567 -758
899   336 563
1   1  
921   1,265 -344
4,369   5,797 -1,428
4,053   2,738 1,315
5,327   4,040 1,287
2,240   3,171 -931
141   102 39
3,062   2,243 819
1,292   504 788
6,018   4,791 1,227
4,092   4,224 -132
4,808   4,583 225
4,983   1,030 3,953
5   5  
2,866   1,079 1,787
452   371 81
1,364   1,567 -203
3,974   2,586 1,388
2,205   2,577 -372
861   792 69
1,957   2,811 -854
2,459   2,375 84
3,870   2,019 1,851
779   742 37
48   19 29
17   14 3
5,590   5,753 -163
6,092   5,489 603
908   1,202 -294
2,925   3,024 -99
1,216   1,267 -51
39,919   39,760 159
32,902   27,645 5,257
12,889   9,677 3,212
15,000   15,052 -52
3,646   1,017 2,629
4,786   4,160 626
8,934   10,163 -1,229
3,362   3,812 -450
537   621 -84
4,681   3,180 1,501
695   567 128
2,490   1,676 814
3,203   3,811 -608
6,211   4,978 1,233
1,902   2,354 -452
4,544   6,303 -1,759
1,931   884 1,047
4,669   5,254 -585
3,146   1,014 2,132
2,261   771 1,490
1,734   1,996 -262
1,294   1,021 273
1,294   1,135 159
2,179   2,223 -44
1,945   2,514 -569
1,574   2,249 -675
2   2  
1,398   656 742
8,890   7,476 1,414
2,446   2,912 -466
4   4  
5,602   6,074 -472
2,174   1,573 601
2,993   5,401 -2,408
55,161   58,647 -3,486
624   715 -91
538   1,181 -643
11,676   18,488 -6,812
5,523   4,842 681
4,150   5,520 -1,370
2,349   1,432 917
10,860   6,530 4,330
3,231   2,235 996
16,062   13,050 3,012
25,146   19,354 5,792
2,702   2,059 643
2,162   3,420 -1,258
7,000   7,014 -14
11,500   11,292 208
20,300   20,721 -421
11,000   11,542 -542
6,500   6,686 -186
3,000   2,965 35
413   495 -82
1,652   2,128 -476
1,712   2,733 -1,021
4,366   4,757 -391
2,843   2,228 615
7   3 4
2,473   1,195 1,278
4,655   3,415 1,240
2,518   2,119 399
35,000   35,376 -376
      22,948
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -2,658
b       60
c       2
d       64
e       18
      19
      1,797
      2,187
      2,691
      5,065
      415
      418
      822
      4,851
      10,333
      63
      -348
      -2,967
      4,391
      251
      -78
      1,093
      2,882
      -108
      -34
      4
      -1
      1,689
      2,627
      -1,920
      122
      -419
      -885
      -295
      -44
      100
      -824
      -147
      -1,628
      728
      1,344
      -537
      -112
      -760
      1,772
      2,303
      1,176
      1,437
      679
      -784
      -758
      563
       
      -344
      -1,428
      1,315
      1,287
      -931
      39
      819
      788
      1,227
      -132
      225
      3,953
       
      1,787
      81
      -203
      1,388
      -372
      69
      -854
      84
      1,851
      37
      29
      3
      -163
      603
      -294
      -99
      -51
      159
      5,257
      3,212
      -52
      2,629
      626
      -1,229
      -450
      -84
      1,501
      128
      814
      -608
      1,233
      -452
      -1,759
      1,047
      -585
      2,132
      1,490
      -262
      273
      159
      -44
      -569
      -675
       
      742
      1,414
      -466
       
      -472
      601
      -2,408
      -3,486
      -91
      -643
      -6,812
      681
      -1,370
      917
      4,330
      996
      3,012
      5,792
      643
      -1,258
      -14
      208
      -421
      -542
      -186
      35
      -82
      -476
      -1,021
      -391
      615
      4
      1,278
      1,240
      399
      -376
       
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 86,952
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 155,115 3,435,494 0.045151
2016 162,845 3,088,465 0.052727
2015 160,730 3,288,914 0.04887
2014 153,657 3,404,974 0.045127
2013 149,499 3,199,598 0.046724
2
Total of line 1, column (d) .....................
2
0.238599
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
0.04772
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,436,458
5
Multiply line 4 by line 3......................
5
163,988
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,395
7
Add lines 5 and 6........................
7
165,383
8
Enter qualifying distributions from Part XII, line 4,.............
8
169,945
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 1,395
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 1,395
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 1,395
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 2,640
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,640
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 1,245
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,245 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletTRUST POINT INC Telephone no.bullet (608) 782-1148

    Located atbullet230 FRONT STREET NORTHLA CROSSEWI ZIP+4bullet54601
    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
    MICHAEL R BURTON PRESIDENT & TREASURER
    1     		1,500    
    8221 NORTH LINKS WAY
    FOX POINT,WI53217
    FRANCES M BURTON VICE PRESIDENT
    1     		0    
    9962 SOUTH DANE STREET
    EPHRAIM,WI54211
    CAROLYN BURTON SECRETARY
    1     		500    
    8221 NORTH LINKS WAY
    FOX POINT,WI53217
    TRUST POINT INC INVESTMENT MANAGER
    1     		19,891    
    230 FRONT STREET NORTH
    LA CROSSE,WI54601
    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  
    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.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,488,790
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,488,790
    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
    3,488,790
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    52,332
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,436,458
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    171,823
    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
    171,823
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,395
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,395
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    170,428
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    170,428
    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
    170,428
    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
    169,945
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    169,945
    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
    1,395
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    168,550
    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 7 170,428
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 164,410
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 169,945
    a Applied to 2017, but not more than line 2a 164,410
    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..... 5,535
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		164,893
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    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:
    CAROLYN BURTON
    8221 NORTH LINKS WAY
    FOX POINT,WI53217
    (414) 247-1255
    bThe form in which applications should be submitted and information and materials they should include:
    PROPOSAL LETTER NOT EXCEEDING TWO PAGES. WRITE TO ABOVE ADDRESS FOR BROCHURE OUTLINING GRANT PROCESS.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PRIMARILY ORGANIZATIONS IN DOOR COUNTY AND MILWAUKEE, WI FOCUSING ON HISTORIC PRESERVATION, CULTURAL ACTIVITIES AND ENVIRONMENTAL ISSUES.
    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
    FRANKLY MUSIC
    PO BOX 1512
    MILWAUKEE,WI53201     		NONE PUBLIC BROOKLYN RIDER PERFORMANCE 3,000
    MILWAUKEE FILM
    1037 W MCKINLEY AVENUE
    MILWAUKEE,WI53205     		NONE PUBLIC MILWAUKEE FILM FESTIVAL 2,500
    HEARTLAND FARM SANCTUARY
    PO BOX 45746
    MADISON,WI53744     		NONE PUBLIC HUMANE EDUCATION 2,500
    TRICKLEBEE CAFE
    4424 W NORTH AVE
    MILWAUKEE,WI53208     		NONE PUBLIC HEALTH & COMMUNITY 5,000
    ARTS AT LARGE
    908 SOUTH FIFTH STREET
    MILWAUKEE,WI53204     		NONE PUBLIC ARTS 5,000
    WISCONSIN HUMANE SOCIETY
    4500 W WISCONSIN AVENUE
    MILWAUKEE,WI53208     		NONE PUBLIC PETS FOR LIFE PROGRAM 3,500
    MILWAUKEE YOUTH SYMPHONY ORCHESTRA
    325 W WALNUT STREET
    MILWAUKEE,WI53212     		NONE PUBLIC COMMUNITY PARTNERSHIP 10,000
    SKYLIGHT THEATER
    158 N BROADWAY
    MILWAUKEE,WI53202     		NONE PUBLIC ENLIGHTEN PROGRAM 5,000
    MILWAUKEE BALLET COMPANY INC
    504 WEST NATIONAL AVENUE
    MILWAUKEE,WI53204     		NONE PUBLIC FINANCIAL ASSISTANCE 5,000
    HISTORIC MILWAUKEE
    235 E MICHIGAN STREET
    MILWAUKEE,WI53202     		NONE PUBLIC TOURS AND PROGRAMS 5,000
    MAKE A WISH WISCONSIN
    11020 W PLANK COURT SUITE 200
    WAUWATOSA,WI53226     		NONE PUBLIC GENERAL SUPPORT 11,000
    NEXT ACT THEATRE
    255 S WATER ST
    MILWAUKEE,WI53204     		NONE PUBLIC CULTURAL ARTS 5,000
    FIRST STAGE
    325 W WALNUT STREET
    MILWAUKEE,WI53212     		NONE PUBLIC COMMUNITY PARTNERSHIP 5,000
    DOOR COUNTY MEDICAL CENTER FOUNDATION
    PO BOX 230
    STURGEON BAY,WI54235     		NONE PUBLIC OPERATING CLINIC EXPENSES 10,000
    URBAN ECOLOGY CENTER
    1500 EAST PARK PLACE
    MILWAUKEE,WI53211     		NONE PUBLIC EDUCATION 5,000
    DANCEWORKS INC
    1661 N WATER STREET
    MILWAUKEE,WI53202     		NONE PUBLIC ARTS 3,500
    WISCONSIN MUSEUM OF QUILTS AND FIBER
    ARTS
    PO BOX 562
    CEDARBURG,WI53012     		NONE PUBLIC NATIVE FIBER EXHIBITION 2,000
    RIVER REVITALIZATION
    2134 N RIVERBOAT ROAD
    MILWAUKEE,WI53212     		NONE PUBLIC COMMUNITY 10,000
    KATHY'S HOUSE
    600 N 103RD ST
    MILWAUKEE,WI53226     		NONE PUBLIC TRANSPORTATION EXPENSES 5,000
    CIVIC MUSIC
    2625 SOUTH GREELEY STREET SUITE 3A
    MILWAUKEE,WI53207     		NONE PUBLIC PRIVATE LESSON SCHOLARSHIP 5,000
    BLACK ARTS MKE INC
    929 N WATER STREET
    MILWAUKEE,WI53202     		NONE PUBLIC ARTS 1,000
    NORTH POINT LIGHTHOUSE FRIENDS INC
    2650 N WAHL AVE
    MILWAUKEE,WI53211     		NONE PUBLIC COMMUNITY 3,000
    BELGIAN HERITAGE CENTER
    1255 COUNTY DK
    BRUSSELS,WI54204     		NONE PUBLIC HISTORICAL EDUCATION 5,000
    ALL HANDS BOATWORKS
    1845 N FARWELL AVENUE SUITE 100
    MILWAUKEE,WI53202     		NONE PUBLIC COMMUNITY 2,500
    NEIGHBORS CARE INC
    616 E BAY POINT ROAD
    BAYSIDE,WI53217     		NONE PUBLIC HEALTH 3,500
    COLORODO MUSIC FESTIVAL
    900 BASELINE ROAD COTTAGE 200
    BOULDER,CO80302     		NONE PUBLIC ARTS 3,000
    UNITED SOCCER CLUB
    1217 EISENHOWER BLVD
    LOVELAND,CO80537     		NONE PUBLIC SOCCER SCHOLARSHIPS 1,650
    DAIRY ARTS CENTER
    2590 WALNUT ST
    BOULDER,CO80302     		NONE PUBLIC CULTURAL ARTS 2,000
    BESSIE'S HOPE
    PO BOX 12675
    DENVER,CO80212     		NONE PUBLIC COMMUNITY 10,000
    WILD ANIMAL SANCTUARY
    1946 COUNTY ROAD 53
    KEENESBURG,CO80643     		NONE PUBLIC ENVIRONMENTAL 10,000
    WILD BEAR MOUNTAIN ECOLOGY CENTER
    20 LAKEVIEW DR
    NEDERLAND,CO80466     		NONE PUBLIC ENVIRONMENTAL 5,000
    BOULDER PHILHARMONIC ORCHESTRA
    2590 WALNUT STREET
    BOULDER,CO80302     		NONE PUBLIC ARTS 2,500
    OPEN DOOR BIRD SANCTUARY
    4114 COUNTY ROAD I
    STURGEON BAY,WI54235     		NONE PUBLIC SLOP SINK, OUTDOOR LIGHTS, 10,000
    Total .................................bullet 3a 167,150
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1,046  
    4 Dividends and interest from securities....     14 87,784  
    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 86,952  
    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)..   175,782  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    175,782
    (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
    MAIHAUGEN FOUNDATION INC AGENCY 1045002262
     
    Employer identification number

    39-1857836
    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
    MAIHAUGEN FOUNDATION INC AGENCY 1045002262
          		Employer identification number
    39-1857836
    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
    PAUL AND FRANCES BURTON  
    9962 SOUTH DANE STREET
    PO BOX 250
    EPHRAIM, WI542110250

    		$ 80,000


    (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
    MAIHAUGEN FOUNDATION INC AGENCY 1045002262
          		Employer identification number

    39-1857836
    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
    MAIHAUGEN FOUNDATION INC AGENCY 1045002262
          		Employer identification number

    39-1857836
    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:
    MAIHAUGEN FOUNDATION INC AGENCY 1045002262
    EIN:
    39-1857836
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 2,000     2,000

    TY 2018 OtherExpensesSchedule
    Name:
    MAIHAUGEN FOUNDATION INC AGENCY 1045002262
    EIN:
    39-1857836
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 10 0   10
    OTHER NON-ALLOCABLE EXPENSE - 785 0   785


    TY 2018 OtherIncreasesSchedule
    Name:
    MAIHAUGEN FOUNDATION INC AGENCY 1045002262
    EIN:
    39-1857836
    Description Amount
    ACCRUED INCOME/LOSS ADJUSTMENT 3,876


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    MAIHAUGEN FOUNDATION INC AGENCY 1045002262
    EIN:
    39-1857836
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 7,237 7,237    


    TY 2018 TaxesSchedule
    Name:
    MAIHAUGEN FOUNDATION INC AGENCY 1045002262
    EIN:
    39-1857836
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 1,127 1,127   0
    FEDERAL TAX PAYMENT - PRIOR YE 2,128 2,128   0
    FEDERAL ESTIMATES - PRINCIPAL 2,640 2,640   0
    FOREIGN TAXES ON QUALIFIED FOR 976 976   0
    FOREIGN TAXES ON NONQUALIFIED 268 268   0