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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
CUNA MUTUAL GROUP FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)5910 MINERAL POINT ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MADISON, WI53705
A Employer identification number

39-6105418
B Telephone number (see instructions)

(608) 665-7445
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$16,108,201J 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) 3,800,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,608 1,608  
4 Dividends and interest from securities... 554,500 555,133  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 281,627
b Gross sales price for all assets on line 6a 12,629,741
7 Capital gain net income (from Part IV, line 2)... 283,639
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........ 4,637,735 840,380  
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).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 38,225 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 259 0   259
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 38,484 0   259
25 Contributions, gifts, grants paid....... 3,914,724 3,914,724
26 Total expenses and disbursements. Add lines 24 and 25 3,953,208 0   3,914,983
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 684,527
b Net investment income (if negative, enter -0-) 840,380
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 16,425 49,953 49,953
2 Savings and temporary cash investments......... 89,377 209,592 209,592
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) 1,280,671 Click to see attachment1,757,616 1,837,688
b Investments—corporate stock (attach schedule)....... 5,846,062 Click to see attachment5,762,781 7,212,465
c Investments—corporate bonds (attach schedule)....... 6,269,776 Click to see attachment6,132,023 6,523,630
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment274,873 274,873
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) 13,502,311 14,186,838 16,108,201
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 13,502,311 14,186,838
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 13,502,311 14,186,838
30 Total liabilities and net assets/fund balances (see instructions). 13,502,311 14,186,838
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
13,502,311
2
Enter amount from Part I, line 27a .....................
2
684,527
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
14,186,838
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 29 .
6
14,186,838
Form 990-PF (2020)
Form 990-PF (2020)
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 PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 12,629,741   12,346,102 283,639
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       283,639
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 283,639
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 11,681
c All other domestic foundations enter 1.39% 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 11,681
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 11,681
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 15,626
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 15,626
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 3,945
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,945 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 the instructions
for the 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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, IA
    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 .Click to see attachment
    8b
     
    No
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (608) 665-7445

    Located atbullet5910 MINERAL POINT ROADMADISONWI ZIP+4bullet53705
    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 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    CEDRIC ELLIS PRESIDENT
    1.00     		0 0 0
    5910 MINERAL POINT ROAD
    MADISON,WI53705
    ANGELA RUSSELL VICE PRESIDENT
    1.00     		0 0 0
    5910 MINERAL POINT ROAD
    MADISON,WI53705
    THOMAS MERFELD TO MARCH 2020 TREASURER
    1.00     		0 0 0
    5910 MINERAL POINT ROAD
    MADISON,WI53705
    PAUL BARBATO SECRETARY
    1.00     		0 0 0
    5910 MINERAL POINT ROAD
    MADISON,WI53705
    BRIAN J BORAKOVE FROM MARCH 2020 TREASURER
    1.00     		0 0 0
    5910 MINERAL POINT ROAD
    MADISON,WI53705
    KATHERINE L CASTRO ASSISTANT SECRETARY
    1.00     		0 0 0
    5910 MINERAL POINT ROAD
    MADISON,WI53705
    KRISTINE M CONWAY ASSISTANT TREASURER
    1.00     		0 0 0
    5910 MINERAL POINT ROAD
    MADISON,WI53705
    TODD M DUNNING ASSISTANT TREASURER
    1.00     		0 0 0
    5910 MINERAL POINT ROAD
    MADISON,WI53705
    KARIM HABIB DIRECTOR
    1.00     		0 0 0
    5910 MINERAL POINT ROAD
    MADISON,WI53705
    BECKI HAGERMAN DIRECTOR
    1.00     		0 0 0
    5910 MINERAL POINT ROAD
    MADISON,WI53705
    JEFFREY MEYER DIRECTOR
    1.00     		0 0 0
    5910 MINERAL POINT ROAD
    MADISON,WI53705
    GERALD SINGLETON II DIRECTOR
    1.00     		0 0 0
    5910 MINERAL POINT ROAD
    MADISON,WI53705
    LISA WAGNER DIRECTOR
    1.00     		0 0 0
    5910 MINERAL POINT ROAD
    MADISON,WI53705
    LAUREEN WINGER TO DECEMBER 2020 DIRECTOR
    1.00     		0 0 0
    5910 MINERAL POINT ROAD
    MADISON,WI53705
    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 (2020)
    Form 990-PF (2020)
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    14,568,406
    b
    Average of monthly cash balances.......................
    1b
    1,946,582
    c
    Fair market value of all other assets (see instructions)................
    1c
    26,160
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,541,148
    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
    16,541,148
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    248,117
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    16,293,031
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    814,652
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    814,652
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    11,681
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,681
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    802,971
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    802,971
    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
    802,971
    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
    3,914,983
    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
    3,914,983
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,914,983
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 802,971
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 1,464,831
    b From 2016...... 1,534,917
    c From 2017...... 1,670,344
    d From 2018...... 4,168,024
    e From 2019...... 3,021,978
    fTotal of lines 3a through e........ 11,860,094
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,914,983
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 802,971
    e Remaining amount distributed out of corpus 3,112,012
    5 Excess distributions carryover applied to 2020. 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 14,972,106
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		1,464,831
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		13,507,275
    10 Analysis of line 9:
    a Excess from 2016.... 1,534,917
    b Excess from 2017.... 1,670,344
    c Excess from 2018.... 4,168,024
    d Excess from 2019.... 3,021,978
    e Excess from 2020.... 3,112,012
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    247 BLAC
    PO BOX 2031
    WATERLOO,IA50704     		  PC CHARITABLE 20,250
    68 MAKING SERVICE PERSONAL
    821 INDUSTRY RD
    SAUK CITY,WI53583     		  PC CHARITABLE 20
    ACCESS OF WEST MICHIGAN
    1700 28TH ST SE
    GRAND RAPIDS,MI49507     		  PC CHARITABLE 340
    AFS USA INC
    5392 YANK WAY
    ARVADO,CO80002     		  PC CHARITABLE 250
    AGRACE
    5395 E CHERYL PARKWAY
    MADISON,WI53711     		  PC CHARITABLE 100
    ALASKA USA FOUNDATION
    PO BOX 196613
    ANCHORAGE,AK99519     		  PC CHARITABLE 10,000
    AMANI COMMUNITY SERVICES
    2315 FALLS AVE STE 1
    WATERLOO,IA50701     		  PC CHARITABLE 3,000
    AMANI DOMESTIC VIOLENCE & SEXUAL ASSAULT
    2315 FALLS AVE STE 1
    WATERLOO,IA50701     		  PC CHARITABLE 40,000
    AMERICAN FAMILY CHILDREN'S HOSPITAL
    1675 HIGHLAND AVENUE
    MADISON,WI53792     		  PC CHARITABLE 2,000
    AMERICAN RED CROSS
    PO BOX 37839
    BOONE,IA50037     		  PC CHARITABLE 400
    AMERICAN RED CROSS - WI CHAPTER
    4860 SHEBOYGAN AVE
    MADISON,WI53705     		  PC CHARITABLE 15,000
    AMERICARES
    88 HAMILTON AVENUE
    STAMFORD,CT06902     		  PC CHARITABLE 220
    ASPCA COVID RELIEF FUND
    PO BOX 96929
    WASHINGTON,DC20090     		  PC CHARITABLE 35
    ASSET BUILDERS
    1228 SHERMAN AVE
    MADISON,WI53703     		  PC CHARITABLE 25,000
    BADGER PRAIRIE NEEDS NETWORK
    1200 E VERONA AVEENUE
    VERONA,WI53593     		  PC CHARITABLE 2,350
    BADGER PRAIRIE NEEDS NETWORK
    1200 E VERONA AVE
    VERONA,WI53593     		  PC CHARITABLE 5,000
    BADGER ROCK MIDDLE SCHOOL
    501 E BADGER RD
    MADISON,WI53713     		  PC CHARITABLE 12,500
    BARTELS LUTHERAN RETIREMENT COMMUNITY
    1922 5TH AVE NW
    WAVERLY,IA50677     		  PC CHARITABLE 250
    BELLEVILLE AREA EMS
    480 RIVER ST
    BELLEVILLE,WI53593     		  PC CHARITABLE 250
    BIG BROTHERS BIG SISTERS DANE COUNTY
    2059 ATWOOD AVE 2
    MADISON,WI53704     		  PC CHARITABLE 38,750
    BOOK INDUSTRY CHARITABLE FOUNDATION
    3135 S STATE STREET SUITE 203
    ANN ARBOR,MI48108     		  PC CHARITABLE 26
    BOY SCOUTS OF AMERICA - WINNEBAGO COUNC
    5846 MANUFACTURERS DR
    MADISON,WI53706     		  PC CHARITABLE 250
    BOYS & GIRLS CLUB OF DANE COUNTY
    1818 WEST BELTLINE HWY
    MADISON,WI53713     		  PC CHARITABLE 86,838
    BOYS & GIRLS CLUB OF THE CEDAR VALLEY
    515 LIME STREET
    CEDAR FALLS,IA50703     		  PC CHARITABLE 60,000
    BOYS & GIRLS CLUBS OF AMERICA
    1275 PEACHTREE STREET NE
    ATLANTA,GA30309     		  PC CHARITABLE 1,375
    BREAD OF THE MIGHTY FOOD BANK
    325 NW 10TH AVE
    GAINESVILLE,FL32601     		  PC CHARITABLE 50
    BROADWAY CARES
    165 WEST 46 STREET
    NEW YORK,NY10036     		  PC CHARITABLE 52
    CAMBRIDGE FOOD PANTRY & RESOURCE CENTER
    PO BOX 54
    CAMPRIDGE,WI53523     		  PC CHARITABLE 250
    CARTER G WOODSON FOUNDATION INC
    PO BOX 1494
    MADISON,WI53701     		  PC CHARITABLE 3,000
    CASE CREDIT UNION
    PO BOX 22158
    LANSING,MI48909     		  PC CHARITABLE 3,000
    CATHEDRAL HIGH SCHOOL
    5225 EAST 56TH STREET
    INDIANAPOLIS,IN46226     		  PC CHARITABLE 280
    CATHOLIC CHARITIES - BEACON
    702 S HIGH POINT ROAD STE 201
    MADISON,WI53719     		  PC CHARITABLE 6,200
    CATHOLIC CHARITIES INC
    3710 EAST AVE S
    LA CROSSE,WI54601     		  PC CHARITABLE 50
    CATHOLIC MULTICULTURAL CENTER
    1862 BELD ST
    MADISON,WI53713     		  PC CHARITABLE 250
    CDC FOUNDATION
    600 PEACHTREE ST NE STE 1000
    ATLANTA,GA30308     		  PC CHARITABLE 204
    CENTER FOR COMMUNITY STEWARDSHIP
    COOK IT FORWARD 354 W MAIN STE 122
    MADISON,WI53703     		  PC CHARITABLE 250
    CENTER FOR DISASTER PHILANTHROPY
    ONE THOMAS CIRCLE NW SUITE 700
    WASHINGTON,DC20005     		  PC CHARITABLE 400
    CENTRAL KANSAS DREAM CENTER
    2100 BROADWAY AVE
    GREAT BEND,KS67530     		  PC CHARITABLE 447
    CENTRO HISPANO
    810 W BADGER RD
    MADISON,WI53713     		  PC CHARITABLE 35,700
    CEOS OF TOMORROW
    2701 INTERNATIONAL LN 112
    MADISON,WI53704     		  PC CHARITABLE 25,000
    CHAPEL HILL CARRBORO MEALS ON WHEELS
    PO BOX 2102
    CHAPEL HILL,NC27515     		  PC CHARITABLE 87
    CHESTER COUNTY FOOD BANK
    650 PENNSYLVANIA DR
    EXTON,PA19341     		  PC CHARITABLE 300
    CHRISTIAN COMMUNITY DEVELOPMENT
    845 WEST 4TH STREET
    WATERLOO,IA50702     		  PC CHARITABLE 30,000
    CLARK COUNTY FOOD BANK
    6502 NE 47TH AVE
    VANCOUVER,WA98661     		  PC CHARITABLE 100
    COLORCODED
    6709 RAYMOND RD SUITE 222
    MADISON,WI53590     		  PC CHARITABLE 16,000
    COMMON WEALTH DEVELOPMENT
    1501 WILLIAMSON ST
    MADISON,WI53703     		  PC CHARITABLE 25,025
    COMMUNITY ACTION COALITION
    1717 N STOUGHTON RD
    MADISON,WI53704     		  PC CHARITABLE 625
    COMMUNITY EDUCATIONAL OUTREACH
    PO BOX 428
    WATERLOO,IA50704     		  PC CHARITABLE 30,000
    COMMUNITY FOUNDATION OF NORTHEAST IOWA
    3117 GREENHILL CIRCLE
    CEDAR FALLS,IA50613     		  PC CHARITABLE 10,000
    COMMUNITY LUTHERAN SCHOOL
    2681 QUAIL AVE
    READLYN,WI50668     		  PC CHARITABLE 500
    COMMUNITY OF BARTON COUNTY FOOD BANK
    3007 10TH ST
    GREAT BEND,KS67530     		  PC CHARITABLE 100
    COMMUNITY SHARES OF WISCONSIN
    612 W MAIN ST STE 200
    MADISON,WI53703     		  PC CHARITABLE 17,000
    CONNEXTIONS INC
    6709 RAYMOND RD
    MADISON,WI53719     		  PC CHARITABLE 10,000
    CORONAVIRUS RELIEF FUND
    1110 VERMONT AVENUE NW SUITE 550
    WASHINGTON,DC20005     		  PC CHARITABLE 50
    CROSS COMMUITY PLAYERS
    PO BOX 1135
    MAPLE GROVE,MN55311     		  PC CHARITABLE 250
    DANE BUY LOCAL INC
    2801 INTERNATIONAL LN 110
    MADISON,WI53704     		  PC CHARITABLE 3,000
    DEERFIELD COMMUNITY CENTER
    10 LIBERTY ST SUITE 130
    DEERFIELD,WI53531     		  PC CHARITABLE 83
    DEGAGE MINISTRIES
    144 DIVISION AVE S
    GRAND RAPIDS,MI49503     		  PC CHARITABLE 21
    DIRECT RELIEF
    6100 WALLACE BECKNELL ROAD
    SANTA BARBARA,CA93117     		  PC CHARITABLE 614
    DOCTORS WITHOUT BORDERS
    PO BOX 5023
    HAGERSTOWN,MD21741     		  PC CHARITABLE 500
    DOMESTIC ABUSE INTERVENTION SERVICES
    2102 FORDEM AVENUE
    MADISON,WI53704     		  PC CHARITABLE 5,383
    DONORS CHOOSE
    134 WEST 37 STREET 11 FLOOR
    NEW YORK,NY10018     		  PC CHARITABLE 25
    EAST BATON ROUGE PARISH COUNCIL ON AGING
    5790 FLORIDA BLVD
    BATON ROUGE,LA70806     		  PC CHARITABLE 50
    EAST MADISON COMMUNITY CENTER
    8 STRAUBEL COURT
    MADISON,WI53704     		  PC CHARITABLE 125,550
    ECONOMIC JUSTICE INSTITUTE INC
    PO BOX 259463
    MADISON,WI53725     		  PC CHARITABLE 171,000
    EDGEWOOD COLLEGE
    1000 EDGEWOOD COLLEGE DR
    MADISON,WI53711     		  PC CHARITABLE 206,000
    END DOMESTIC ABUSE WISCONSIN
    1400 E WASHINGTON AVE SUITE 227
    MADISON,WI53703     		  PC CHARITABLE 5,100
    FALK ELEMENTARY SCHOOL
    6323 WOODINGTON WAY
    MADISON,WI53711     		  PC CHARITABLE 7,700
    FAMILY & CHILDREN'S COUNCIL
    316 WEST 5TH STREET
    WATERLOO,IA50701     		  PC CHARITABLE 40,000
    FAMILY ASSISTANCE PROGRAM
    15075 7TH STREET
    VICTORVILLE,CA92395     		  PC CHARITABLE 1,000
    FAMILY SHARING OF OZAUKEE COUNTY
    1002 OVERLAND CT
    GRAFTON,WI53024     		  PC CHARITABLE 100
    FEED FORTY FAMILIES
    CROSSROADS COMMUNITY FARM 4144
    COUNTY ROAD J
    CROSS PLAINS,WI53528     		  PC CHARITABLE 52
    FEED NYC
    FESABEELILLAH SERVICES OF NYC 5218
    3RD AVE
    BROOKLYN,NY11220     		  PC CHARITABLE 110
    FEEDING AMERICA
    35 EAST WACKER DRIVE SUITE 2000
    CHICAGO,IL60601     		  PC CHARITABLE 4,896
    FEEDING AMERICA EASTERN WISCONSIN
    1700 W FOND DU LAC AVE
    MILWAUKEE,WI53205     		  PC CHARITABLE 50
    FEEDING THE GULF COAST
    151 24TH ST
    GULFPORT,MS39501     		  PC CHARITABLE 200
    FIRST BAPTIST CHURCH FOOD PANTRY
    101 W SYCAMORE ST
    DUNKERTON,IA50626     		  PC CHARITABLE 250
    FOOD BANK OF CONTRA COSTA & SOLANO
    2339 COURAGE DR
    FAIRFIELD,CA94533     		  PC CHARITABLE 515
    FOOD BANK OF THE ROCKIES
    ATTN DEVELOPMENT 10700 E 45TH AVE
    DENVER,CO80239     		  PC CHARITABLE 100
    FOODSHARE
    450 WOODLAND AVE
    BLOOMFIELD,CT06002     		  PC CHARITABLE 100
    FORGOTTEN HARVEST
    21800 GREENFIELD ROAD
    OAK PARK,MI48237     		  PC CHARITABLE 30
    FRANKLIN JR SABENS BASEBALL & SOFTBALL
    7039 S TUMBLECREEK DR
    FRANKLIN,WI53132     		  PC CHARITABLE 250
    FREEDOM INC
    2030 SOUTH PARK STREET
    MADISON,WI53713     		  PC CHARITABLE 200
    FREEDOM INC
    2110 LUANN LANE
    MADISON,WI53713     		  PC CHARITABLE 15,000
    FRIENDS OF OREGON SCHOOL DISTRICT
    401 MEDINAH STREET
    OREGON,WI53575     		  PC CHARITABLE 260
    FRIENDS OF THE FAMILY
    PO BOX 784
    WAVERLY,IA50677     		  PC CHARITABLE 16,000
    FRIENDS OF THE STATE STREET FAMILY
    PO BOX 2399
    MADISON,WI53701     		  PC CHARITABLE 500
    FRONTLINE RESPONDERS FUND
    CHARITIES AID FOUNDATION OF AMERICA
    225 REINEKERS LANE SUITE 375
    ALEXANDRIA,VA22314     		  PC CHARITABLE 25
    GLEANERS FOOD BANK
    2131 BEAUFAIT
    DETROIT,MI48207     		  PC CHARITABLE 60
    GOLDEN BELT COMMUNITY FOUNDATION
    ATTN CENTRAL KANSAS DREAM CENTER PO
    BOX 1911
    GREAT BEND,KS67530     		  PC CHARITABLE 500
    GOODMAN COMMUNITY CENTER
    149 WAUBESA ST
    MADISON,WI53704     		  PC CHARITABLE 2,855
    GOODMAN COMMUNITY CENTER
    214 WAUBESA ST
    MADISON,WI53704     		  PC CHARITABLE 200,000
    GREEN CARES FOOD PANTRY
    C/O SWCAP 149 N IOWA ST
    DODGEVILLE,WI53533     		  PC CHARITABLE 50
    GRUNDY COMMUNITY PRESCHOOL & CHILD CARE CENTER
    1001 8TH STREET
    GRUNDY CENTER,IA50638     		  PC CHARITABLE 50
    GSAFE
    122 E OLIN AVENUE
    MADISON,WI53713     		  PC CHARITABLE 2,100
    HABITAT FOR HUMANITY DANE COUNTY
    3101 LATHAM DRIVE
    MADISON,WI53713     		  PC CHARITABLE 550
    HAMILTON MIDDLE SCHOOL
    4801 WAUKESHA ST
    MADISON,WI53705     		  PC CHARITABLE 12,500
    HARRY CHAPIN FOOD BANK
    3760 FOWLER ST
    FORT MEYERS,FL33901     		  PC CHARITABLE 200
    HARVESTERS - THE COMMUNITY FOOD NETWORK
    3801 TOPPING AVE
    KANSAS CITY,MO64129     		  PC CHARITABLE 45
    HAWAII FOOD BANK
    2611 KILIHAU ST
    HONOLULU,HI96819     		  PC CHARITABLE 305
    HEART OF WEST MI UNITED WAY
    118 COMMERCE AVE SW
    GRAND RAPIDS,MI49503     		  PC CHARITABLE 150
    HIS HANDS FOOD PANTRY
    5002 MAIN ST
    ORAN,IA50674     		  PC CHARITABLE 250
    HOOVERWOOD
    7001 HOOVER RD
    INDIANAPOLIS,IN46260     		  PC CHARITABLE 370
    HORIZON HIGH SCHOOL
    PO BOX 45045
    MADISON,WI53744     		  PC CHARITABLE 1,000
    HRDC BOZEMAN
    32 S TRACY AVENUE
    BOZEMAN,MT59715     		  PC CHARITABLE 500
    INDEPENDENT LIVING INC
    606 NORTH SEGOE RD
    MADISON,WI53705     		  PC CHARITABLE 306
    INDY HUNGER NETWORK
    3737 WALDEMERE AVE
    INDIANAPOLIS,IN46241     		  PC CHARITABLE 200
    INFAMOUS MOTHERS LLC
    641 WEST MAIN ST 114
    MADISON,WI53703     		  PC CHARITABLE 77,000
    INTER-FAITH COUNCIL FOR SOCIAL SERVICE
    110 W MAIN STREET
    CARRBORO,NC27510     		  PC CHARITABLE 50
    IOWA CORE INC
    315 EAST 5TH ST SUITE 12
    DES MOINES,IA50309     		  PC CHARITABLE 5,000
    IOWA CENTER FOR OPPORTUNITY RESOURCE AND EQUITY (CORE)
    PO BOX 1384
    WATERLOO,IA50704     		  PC CHARITABLE 15,000
    IOWA HEARTLAND HABITAT FOR HUMANITY
    4107 HAMMOND AVENUE
    WATERLOO,IA50701     		  PC CHARITABLE 50
    JANESVILLE LIONS
    1161 265TH ST
    JANESVILLE,IA50647     		  PC CHARITABLE 250
    JOHN MUIR ELEMENTARY SCHOOL
    6602 INNER DR
    MADISON,WI53705     		  PC CHARITABLE 5,000
    KNIGHTS OF COLUMBUS CHARITIES
    LEAVE NO NEIGHBOR BEHIND FUND 1
    COLUMBUS PLAZA
    NEW HAVEN,CT06510     		  PC CHARITABLE 250
    LATINX CONSORTIUM FOR ACTION RELIEF FUND
    810 WEST BADGER ROAD
    MADISON,WI53713     		  PC CHARITABLE 100
    LEADER VALLEY FOUNDATION
    360 WESTFIELD AVE SUITE 200
    WATERLOO,IA50701     		  PC CHARITABLE 20,000
    LIFESERVE BLOOD CENTER
    4700 4TH STREET SW SUITE E
    MASON CITY,IA50401     		  PC CHARITABLE 10,000
    LIGHTHOUSE CHURCH
    6402 SCHROEDER RD
    MADISON,WI53711     		  PC CHARITABLE 1,100
    LITERACY NETWORK
    701 DANE STREET
    MADISON,WI53713     		  PC CHARITABLE 30,000
    LOS ANGELES REGIONAL FOODBANK
    1734 EAST 41ST STREET
    LOS ANGELES,CA90058     		  PC CHARITABLE 50
    LUSSICER COMMUNITY CENTER
    55 S GAMMON RD
    MADISON,WI53717     		  PC CHARITABLE 6,200
    MADISON-AREA URBAN MINISTRY
    2115 S PARK ST
    MADISON,WI53718     		  PC CHARITABLE 176,250
    MANNA MINISTRIES OF PICAYUNE MS
    120 STREET A SUITE A
    PICAYUNE,MS39466     		  PC CHARITABLE 300
    MARQUETTE-LAPHAM PARENT TEACHER GROUP INC
    1045 E DAYTON ST
    MADISON,WI53703     		  PC CHARITABLE 100
    MAYDM INC
    3330 UNIVERSITY AVE SUITE 202
    MADISON,WI53705     		  PC CHARITABLE 115,000
    MCFARLAND COMMUNITY FOOD PANTRY
    PO BOX 101
    MCFARLAND,WI53558     		  PC CHARITABLE 200
    MCPASD EDUCATION FOUNDATION
    6907 UNIVERSITY AVE 243
    MIDDLETON,WI53562     		  PC CHARITABLE 26,152
    MEALS ON WHEELS AMERICA
    1550 CRYSTAL DR 1004
    ARLINGTON,VA22202     		  PC CHARITABLE 1,635
    MEL TROTTER MINISTRIES
    225 COMMERCE AVE SW
    GRAND RAPIDS,MI49503     		  PC CHARITABLE 150
    MIDDLETON OUTREACH MINISTRY
    3502 PARMENTER ST
    MIDDLETON,WI53562     		  PC CHARITABLE 1,806
    MIDDLETON OUTREACH MINISTRY
    3502 PARMENTER ST
    MIDDLETON,WI53562     		  PC CHARITABLE 25,000
    MILE HIGH UNITED WAY
    PO BOX 5547
    DENVER,CO80217     		  PC CHARITABLE 200
    MISSION CENTRAL METROPLEX
    740 E PIPELINE RD
    HURST,TX76053     		  PC CHARITABLE 10,457
    MISSISSIPPI FOOD NETWORK
    P O BOX 411
    JACKSON,MS39205     		  PC CHARITABLE 100
    MOUNT HOREB FOOD PANTRY
    102 E LINCOLN ST 0204
    MT HOREB,WI53572     		  PC CHARITABLE 200
    MOUNT HOREB SENIOR CENTER
    107 N GROVE ST
    MT HOREB,WI53572     		  PC CHARITABLE 200
    MOUNT HOREB UNITED METHODIST CHURCH
    9542 COUNTY R S
    MT HOREB,WI53572     		  PC CHARITABLE 500
    MOVE FOR HUNGER
    4 HENDRICKSON AVENUE SUITE 4
    RED BANK,NJ07701     		  PC CHARITABLE 250
    MT HOREB FOOD PANTRY
    PO BOX 204
    MOUNT HOREB,WI53572     		  PC CHARITABLE 50
    MUIR ELEMENTARY PTO
    6602 INNER DR
    MADISON,WI53705     		  PC CHARITABLE 7,500
    MUSCULAR DYSTROPHY ASSOCIATION
    PO BOX 97075
    WASHINTON,DC20090     		  PC CHARITABLE 100
    NATIONAL CREDIT UNION FOUNDATION
    99 M STREET SE SUITE 300
    WASHINGTON,DC20003     		  PC CHARITABLE 35,000
    NEHEMIAH COMMUNITY DEVELOPMENT CORPORATI
    655 W BADGER RD
    MADISON,WI53713     		  PC CHARITABLE 50,000
    NEIGHBORS HELPING NEIGHBORS
    PO BOX 196
    MOUNT HOREB,WI53572     		  PC CHARITABLE 460
    NEWBRIDGE MADISON
    1625 NORTHPORT DR SUITE 125
    MADISON,WI53704     		  PC CHARITABLE 20,000
    NO KID HUNGRY
    PO BOX 75475
    BALTIMORE,MD21275     		  PC CHARITABLE 100
    NORTH STAR COMMUNITY SERVICES INC
    3420 UNIVERSITY AVENUE
    WATERLOO,IA50701     		  PC CHARITABLE 250
    NORTH STAR COMMUNITY SERVICES INC
    3420 UNIVERSITY AVE SUITE C
    WATERLOO,IA53701     		  PC CHARITABLE 10,000
    NORTH TEXAS FOOD BANK
    3677 MAPLESHADE LANE
    PLANO,TX75075     		  PC CHARITABLE 600
    NORTHEAST IOWA FOOD BANK
    1605 LAFAYETTE STREET
    WATERLOO,IA50704     		  PC CHARITABLE 11,961
    NORTHERN ILLINOIS FOOD BANK
    273 DEARBORN COURT
    GENEVA,IL60134     		  PC CHARITABLE 500
    NORTHSIDE PLANNING COUNCIL
    1219 N SHERMAN AVENUE
    MADISON,WI53704     		  PC CHARITABLE 50
    NORTHWELL HEALTH FOUNDATION
    2000 MARCUS AVENUE
    NEW HYDE PARK,NY11042     		  PC CHARITABLE 100
    NORTHWEST DANE SENIOR SERVICES
    1837 BOURBON RD
    CROSS PLAINS,WI53528     		  PC CHARITABLE 100
    OLATHE HEALTH CHARITABLE FOUNDATION
    20375 W 151ST ST STE 363
    OLATHE,KS66061     		  PC CHARITABLE 120
    OMEGA SCHOOL
    835 W BADGER RD
    CEDAR FALLS,WI53713     		  PC CHARITABLE 25,000
    ONE CEDAR VALLEY
    3117 GREENHILL CIRCLE
    CEDAR FALLS,IA50613     		  PC CHARITABLE 10,000
    ONE CITY SCHOOLS
    2012 FISER ST
    MADISON,WI53713     		  PC CHARITABLE 100,000
    OPEN HANDS FOOD PANTRY
    CEDAR HILLS COMMUNITY CHURCH 6455 E
    AVE NW
    CEDAR RAPIDS,IA52405     		  PC CHARITABLE 150
    OPERATION FRESH START
    2670 MILWAUKEE ST
    MADISON,WI53704     		  PC CHARITABLE 100,000
    OREGON AREA FOOD PANTRY
    107 N ALPINE PKWY
    OREGON,WI53575     		  PC CHARITABLE 1,250
    PARTNERSHIP WITH NATIVE AMERICANS
    PO BOX 1841
    MERRIFIELD,VA22116     		  PC CHARITABLE 35
    POINTER PANTRY
    PO BOX 123
    MINERAL POINT,WI53565     		  PC CHARITABLE 500
    PORCH CHAPEL HILL-CARRBORO
    PO BOX 16363
    CHAPEL HILL,NC27516     		  PC CHARITABLE 40
    PORCHLIGHT INC
    306 N BROOKS ST
    MADISON,WI53515     		  PC CHARITABLE 1,206
    PRESCHOOL OF THE ARTS
    11 SCIENCE CT
    MADISON,WI53711     		  PC CHARITABLE 3,348
    PROJECT FLO ASSOCIATION
    1727 KENWOD AVE
    NEW HAMPTON,WI50659     		  PC CHARITABLE 250
    RAPE CRISIS CENTER
    2801 COHO ST SUITE 301
    MADISON,WI53713     		  PC CHARITABLE 5,000
    RED WING MINNESOTA AREA FOOD SHELF
    1755 OLD W MAIN ST
    RED WING,MN55066     		  PC CHARITABLE 250
    RESTORATION OUTREACH PROGRAMS
    PO BOX 632
    AURORA,CO80040     		  PC CHARITABLE 500
    RISE
    1334 DEWEY CT
    MADISON,WI53703     		  PC CHARITABLE 100
    ROADRUNNER FOOD BANK OF NEW MEXICO
    5840 OFFICE BLVD NE
    ALBUQUERQUE,NM87109     		  PC CHARITABLE 206
    RONALD MCDONALD HOUSE CHARITIES OF MADISON INC
    2716 MARSHALL COURT
    MADISON,WI53705     		  PC CHARITABLE 200
    RSVP OF CENTRAL KANSAS
    MEALS ON WHEELS 1025 MAIN RM D114
    GREAT BEND,KS67530     		  PC CHARITABLE 200
    RSVP VOLUNTEERS IN ACTION
    1025 MAIN D114
    GREAT BEND,KS67530     		  PC CHARITABLE 200
    SAMARITAN'S PURSE
    PO BOX 3000
    BOONE,NC28607     		  PC CHARITABLE 300
    SANDBURG NEIGHBORHOOD COMMUNITY PANTRY
    3201 SUNBROOK RD
    MADISON,WI53704     		  PC CHARITABLE 100
    SAUK PRAIRIE FOOD PANTRY
    821 B INDUSTRY RD
    SAUK CITY,WI53583     		  PC CHARITABLE 50
    SCHOOL DISTRICT OF LODI
    115 SCHOOL ST
    LODI,WI53555     		  PC CHARITABLE 250
    SECOND HARVEST FOODBANK OF ORANGE COUNTY
    8014 MARINE WAY
    IRVINE,CA92618     		  PC CHARITABLE 100
    SECOND HARVEST FOODBANK OF SOUTHERN WI
    2802 DAIRY DR
    MADISON,WI53718     		  PC CHARITABLE 22,006
    SECOND HARVEST HEARTLAND
    1140 GERVAIS AVE
    ST PAUL,MN55109     		  PC CHARITABLE 125
    SHELTER FROM THE STORM INC
    1602 BLOSSOM LN
    MADISON,WI53716     		  PC CHARITABLE 250
    SHEPHERD'S CENTER OF AMERICA
    5559 NW BARRY RD BOX 333
    KANSAS CITY,MO64154     		  PC CHARITABLE 100
    SLICE OUT HUNGER
    244 FIFTH AVE S-260
    NEW YORK,NY10001     		  PC CHARITABLE 50
    SOCIAL ACTION INC
    515 BEECH STREET
    WATERLOO,IA50703     		  PC CHARITABLE 15,000
    SOCIAL ACTION INC
    515 BEECH ST SUITE 107
    WATERLOO,IA50703     		  PC CHARITABLE 5,000
    SOCIETY OF ST VINCENT DE PAUL
    2033 FISH HATCHERY RD
    MADISON,WI53713     		  PC CHARITABLE 5,000
    ST ANDREW COVID-19 RELIEF FUND
    6815 SCHNEIDER RD
    MADISON,WI53562     		  PC CHARITABLE 2,660
    ST DUNCAN'S EPISCOPAL CHURCH
    ATTN FALK SCHOOL RENT SECURITY 6205
    UNIVERSITY AVE
    MADISON,WI53705     		  PC CHARITABLE 100
    ST MARY'S FOOD BANK
    2831 N 31ST AVENUE
    PHOENIX,AZ85009     		  PC CHARITABLE 1,690
    ST VINCENT DE PAUL (ST CHRISTOPHER CONFERENCE)
    14641 S KEELER AVE
    MIDLOTHIAN,IL60445     		  PC CHARITABLE 150
    ST VINCENT DE PAUL BATON ROUGE
    220 ST VINCENT DE PAUL PLACE
    BATON ROUGE,LA70802     		  PC CHARITABLE 80
    ST VINCENT DE PAUL MADISON
    PO BOX 259686
    MADISON,WI53725     		  PC CHARITABLE 800
    STEP (ST LOUIS PARK EMERGENCY PROGRAM
    6812 WEST LAKE ST
    ST LOUIS PARK,MN55426     		  PC CHARITABLE 25
    SUGAR RIVER SENIOR CENTER
    21 S VINE ST
    BELLEVILLE,WI53508     		  PC CHARITABLE 50
    TABLE MINISTRIES INC
    209 E MAIN ST
    CARRBORO,NC27510     		  PC CHARITABLE 60
    TEAM RUBICON
    6171 WEST CENTURY BLVD STE 310
    LOS ANGELES,CA90045     		  PC CHARITABLE 50
    THE BRICK MINISTRIES
    MAKE A DIFFERENCE FUND 420 ELLIS
    AVE
    ASHLAND,WI54806     		  PC CHARITABLE 500
    THE JESSE COSBY CENTER
    1112 MOBILE STREET
    WATERLOO,IA50613     		  PC CHARITABLE 50,000
    THE JOB FOUNDATION
    4600 UNIVERSITY AVE SUITE 1
    CEDAR FALLS,IA50613     		  PC CHARITABLE 20,000
    THE LARRABEE CENTER
    117 11TH STREET NW
    WAVERLY,IA50677     		  PC CHARITABLE 15,000
    THE LARRABEE CENTER INC
    117 11TH STREET NW
    WAVERLY,IA50677     		  PC CHARITABLE 50
    THE RED CROSS OF WISCONSIN
    2600 W WISCONSIN AVE
    MILWAUKEE,WI53233     		  PC CHARITABLE 10,000
    THE RIVER FOOD PANTRY
    2201 DARWIN ROAD
    MADISON,WI53704     		  PC CHARITABLE 5,000
    THE RIVER FOOD PANTRY
    2201 DARWIN DR
    MADISON,WI53704     		  PC CHARITABLE 7,226
    THE ROAD HOME DANE COUNTY
    890 W WINGRA DR
    MADISON,WI53715     		  PC CHARITABLE 175,603
    THE ROTARY FOUNDATION
    14280 COLLECTIONS CENTER DRIVE
    CHICAGO,IL60693     		  PC CHARITABLE 100
    THE SALVATION ARMY
    615 SLATERS LANE
    ALEXANDRIA,VA22314     		  PC CHARITABLE 2,310
    THOREAU PTO
    THOREAU PTO C/O ALEXA WAUTIER 822
    MIAMI PASS
    MADISON,WI53711     		  PC CHARITABLE 200
    TODAY NOT TOMORROW INC
    8 STRAUBEL COURT
    MADISON,WI53704     		  PC CHARITABLE 25,000
    TOKI PTA
    5606 RUSSETT ROAD
    MADISON,WI53711     		  PC CHARITABLE 50
    UNIDOS AGAINST DOMESTIC VIOLENCE
    2505 WEST BELTLINE HWY SUITE 206
    MADISON,WI53713     		  PC CHARITABLE 10,000
    UNITED WAY OF CENTRAL KANSAS
    1125 WILLIAMS ST
    GREAT BEND,KS67530     		  PC CHARITABLE 15,000
    UNITED WAY OF DANE COUNTY
    2059 ATWOOD AVE
    MADISON,WI53704     		  PC CHARITABLE 988,654
    UNITED WAY OF METROPOLITAN DALLAS
    1800 N LAMAR ST
    DALLAS,TX75202     		  PC CHARITABLE 15,000
    UNITED WAY OF SOUTHEAST LOUISIANA
    HOSPITALITY CARES PANDEMIC RESPONSE
    FUND 2515 CANAL STREET
    NEW ORLEANS,LA70119     		  PC CHARITABLE 500
    URBAN LEAGUE OF GREATER MADISON
    2222 S PARK STREET SUITE 200
    MADISON,WI53713     		  PC CHARITABLE 1,500
    URBAN LEAGUE OF RACINE AND KENOSHA
    718 N MEMORIAL DR
    RACINE,WI53404     		  PC CHARITABLE 5,000
    URBAN TRIAGE
    2312 S PARK ST
    MADISON,WI53713     		  PC CHARITABLE 10,000
    URBAN TRIAGE INC
    2210 N RUSK AVE
    MADISON,WI53713     		  PC CHARITABLE 1,000
    UW HEALTH COVID 19 RESPONSE FUND - XXX-XX-XXXX
    UW FOUNDATION US BANK LOCKBOX 78807
    MILWAUKEE,WI53278     		  PC CHARITABLE 100
    UW MILWAUKEE FOOD PANTRY
    C/O UWM FOUNDATION ACCOUNT 83180
    1440 EAST NORTH AVE
    MILWAUKEE,WI53202     		  PC CHARITABLE 50
    VERA COURT NEIGHBORHOOD CENTER
    614 VERA COURT
    MADISON,WI53704     		  PC CHARITABLE 5,000
    WAUNAKEE FOOD PANTRY
    PO BOX 143
    WAUNAKEE,WI53597     		  PC CHARITABLE 1,000
    WAUNAKEE NEIGHBORHOOD CONNECTION CORP
    208 S CENTURY AVE
    WAUNAKEE,WI53597     		  PC CHARITABLE 450
    WAVERLY SHELL ROCK UNITED WAY
    PO BOX 271
    WAVERLY,IA50677     		  PC CHARITABLE 50,000
    WECAN
    5213 SHORELINE DR
    MOUND,MN55364     		  PC CHARITABLE 25
    WI LATINO ECONOMIC DEVELOPMENT CORP
    2881 COMMERCE PARK DR SUITE 3
    FITCHBURG,WI53719     		  PC CHARITABLE 50,000
    WILDCAT FAMILY ASSISTANCE FUND
    C/O AMY TRANEL VSAD 700 NORTH MAIN
    ST
    VERONA,WI53593     		  PC CHARITABLE 159
    WIL-MAR NEIGHBORHOOD CENTER
    953 JENIFER ST
    MADISON,WI53703     		  PC CHARITABLE 103
    WISCONSIN HEIGHTS EDUCATION FOUNDATION
    PO BOX 176
    MAZOMANIE,WI53560     		  PC CHARITABLE 750
    WISCONSIN HEIGHTS FFA ALUMNI
    WI HEIGHTS HIGH SCHOOL ATTN KIM
    HOUSER 10173 HIGHWAY KP
    MAZOMANIE,WI53560     		  PC CHARITABLE 50
    WORLD CENTRAL KITCHEN
    1342 FLORIDA AVE NW
    WASHINGTON DC,DC20009     		  PC CHARITABLE 893
    WORLD VISION
    PO BOX 9716
    FEDERAL WAY,WA98063     		  PC CHARITABLE 1,450
    WOUNDED WARRIOR PROJECT
    PO BOX 758516
    TOPEKA,KS66675     		  PC CHARITABLE 500
    WRIGHTSOLE LLC (HUMANIZE MY HOODIE)
    1501 DICKENSON LN
    IOWA CITY,IA52240     		  PC CHARITABLE 5,000
    YMCA GREATER GRAND RAPIDS
    475 LAKE MICHIGAN DRIVE NW
    GRAND RAPIDS,MI49504     		  PC CHARITABLE 100
    YWCA MADISON
    101 E MIFFLIN ST
    MADISON,WI53703     		  PC CHARITABLE 107,500
    Total .................................bullet 3a 3,914,724
    bApproved for future payment
    UNITED WAY OF DANE COUNTY
    2059 ATWOOD AVE
    MADISON,WI53704     		  PC CHARITABLE 300,000
    CENTRO HISPANO
    810 W BADGER RD
    MADISON,WI53713     		  PC CHARITABLE 25,000
    GOODMAN COMMUNITY CENTER
    149 WAUBESA ST
    MADISON,WI53704     		  PC CHARITABLE 200,000
    BOYS & GIRLS CLUB DANE COUNTY
    1818 WEST BELTLINE HWY
    MADISON,WI53713     		  PC CHARITABLE 50,000
    THE ROAD HOME DANE COUNTY - BUILDING GRANT
    890 W WINGRA DR
    MADISON,WI53715     		  PC CHARITABLE 175,000
    COMMON WEALTH DEVELOPMENT
    1501 WILLIAMSON ST
    MADISON,WI53703     		  PC CHARITABLE 25,000
    Total .................................bullet 3b 775,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 1,608  
    4 Dividends and interest from securities....     14 554,500  
    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 ............     		    18 281,627  
    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).. 0 837,735 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    837,735
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 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
    247 BLACPO BOX 2031
    WATERLOO,IA50704     		  PC CHARITABLE 20,250
    68 MAKING SERVICE PERSONAL821 INDUSTRY RD
    SAUK CITY,WI53583     		  PC CHARITABLE 20
    ACCESS OF WEST MICHIGAN1700 28TH ST SE
    GRAND RAPIDS,MI49507     		  PC CHARITABLE 340
    AFS USA INC5392 YANK WAY
    ARVADO,CO80002     		  PC CHARITABLE 250
    AGRACE5395 E CHERYL PARKWAY
    MADISON,WI53711     		  PC CHARITABLE 100
    ALASKA USA FOUNDATIONPO BOX 196613
    ANCHORAGE,AK99519     		  PC CHARITABLE 10,000
    AMANI COMMUNITY SERVICES2315 FALLS AVE STE 1
    WATERLOO,IA50701     		  PC CHARITABLE 3,000
    AMANI DOMESTIC VIOLENCE & SEXUAL ASSAULT2315 FALLS AVE STE 1
    WATERLOO,IA50701     		  PC CHARITABLE 40,000
    AMERICAN FAMILY CHILDREN'S HOSPITAL1675 HIGHLAND AVENUE
    MADISON,WI53792     		  PC CHARITABLE 2,000
    AMERICAN RED CROSSPO BOX 37839
    BOONE,IA50037     		  PC CHARITABLE 400
    AMERICAN RED CROSS - WI CHAPTER4860 SHEBOYGAN AVE
    MADISON,WI53705     		  PC CHARITABLE 15,000
    AMERICARES88 HAMILTON AVENUE
    STAMFORD,CT06902     		  PC CHARITABLE 220
    ASPCA COVID RELIEF FUNDPO BOX 96929
    WASHINGTON,DC20090     		  PC CHARITABLE 35
    ASSET BUILDERS1228 SHERMAN AVE
    MADISON,WI53703     		  PC CHARITABLE 25,000
    BADGER PRAIRIE NEEDS NETWORK1200 E VERONA AVEENUE
    VERONA,WI53593     		  PC CHARITABLE 2,350
    BADGER PRAIRIE NEEDS NETWORK1200 E VERONA AVE
    VERONA,WI53593     		  PC CHARITABLE 5,000
    BADGER ROCK MIDDLE SCHOOL501 E BADGER RD
    MADISON,WI53713     		  PC CHARITABLE 12,500
    BARTELS LUTHERAN RETIREMENT COMMUNITY1922 5TH AVE NW
    WAVERLY,IA50677     		  PC CHARITABLE 250
    BELLEVILLE AREA EMS480 RIVER ST
    BELLEVILLE,WI53593     		  PC CHARITABLE 250
    BIG BROTHERS BIG SISTERS DANE COUNTY2059 ATWOOD AVE 2
    MADISON,WI53704     		  PC CHARITABLE 38,750
    BOOK INDUSTRY CHARITABLE FOUNDATION3135 S STATE STREET SUITE 203
    ANN ARBOR,MI48108     		  PC CHARITABLE 26
    BOY SCOUTS OF AMERICA - WINNEBAGO COUNC5846 MANUFACTURERS DR
    MADISON,WI53706     		  PC CHARITABLE 250
    BOYS & GIRLS CLUB OF DANE COUNTY1818 WEST BELTLINE HWY
    MADISON,WI53713     		  PC CHARITABLE 86,838
    BOYS & GIRLS CLUB OF THE CEDAR VALLEY515 LIME STREET
    CEDAR FALLS,IA50703     		  PC CHARITABLE 60,000
    BOYS & GIRLS CLUBS OF AMERICA1275 PEACHTREE STREET NE
    ATLANTA,GA30309     		  PC CHARITABLE 1,375
    BREAD OF THE MIGHTY FOOD BANK325 NW 10TH AVE
    GAINESVILLE,FL32601     		  PC CHARITABLE 50
    BROADWAY CARES165 WEST 46 STREET
    NEW YORK,NY10036     		  PC CHARITABLE 52
    CAMBRIDGE FOOD PANTRY & RESOURCE CENTERPO BOX 54
    CAMPRIDGE,WI53523     		  PC CHARITABLE 250
    CARTER G WOODSON FOUNDATION INCPO BOX 1494
    MADISON,WI53701     		  PC CHARITABLE 3,000
    CASE CREDIT UNIONPO BOX 22158
    LANSING,MI48909     		  PC CHARITABLE 3,000
    CATHEDRAL HIGH SCHOOL5225 EAST 56TH STREET
    INDIANAPOLIS,IN46226     		  PC CHARITABLE 280
    CATHOLIC CHARITIES - BEACON702 S HIGH POINT ROAD STE 201
    MADISON,WI53719     		  PC CHARITABLE 6,200
    CATHOLIC CHARITIES INC3710 EAST AVE S
    LA CROSSE,WI54601     		  PC CHARITABLE 50
    CATHOLIC MULTICULTURAL CENTER1862 BELD ST
    MADISON,WI53713     		  PC CHARITABLE 250
    CDC FOUNDATION600 PEACHTREE ST NE STE 1000
    ATLANTA,GA30308     		  PC CHARITABLE 204
    CENTER FOR COMMUNITY STEWARDSHIPCOOK IT FORWARD 354 W MAIN STE 122
    MADISON,WI53703     		  PC CHARITABLE 250
    CENTER FOR DISASTER PHILANTHROPYONE THOMAS CIRCLE NW SUITE 700
    WASHINGTON,DC20005     		  PC CHARITABLE 400
    CENTRAL KANSAS DREAM CENTER2100 BROADWAY AVE
    GREAT BEND,KS67530     		  PC CHARITABLE 447
    CENTRO HISPANO810 W BADGER RD
    MADISON,WI53713     		  PC CHARITABLE 35,700
    CEOS OF TOMORROW2701 INTERNATIONAL LN 112
    MADISON,WI53704     		  PC CHARITABLE 25,000
    CHAPEL HILL CARRBORO MEALS ON WHEELSPO BOX 2102
    CHAPEL HILL,NC27515     		  PC CHARITABLE 87
    CHESTER COUNTY FOOD BANK650 PENNSYLVANIA DR
    EXTON,PA19341     		  PC CHARITABLE 300
    CHRISTIAN COMMUNITY DEVELOPMENT845 WEST 4TH STREET
    WATERLOO,IA50702     		  PC CHARITABLE 30,000
    CLARK COUNTY FOOD BANK6502 NE 47TH AVE
    VANCOUVER,WA98661     		  PC CHARITABLE 100
    COLORCODED6709 RAYMOND RD SUITE 222
    MADISON,WI53590     		  PC CHARITABLE 16,000
    COMMON WEALTH DEVELOPMENT1501 WILLIAMSON ST
    MADISON,WI53703     		  PC CHARITABLE 25,025
    COMMUNITY ACTION COALITION1717 N STOUGHTON RD
    MADISON,WI53704     		  PC CHARITABLE 625
    COMMUNITY EDUCATIONAL OUTREACHPO BOX 428
    WATERLOO,IA50704     		  PC CHARITABLE 30,000
    COMMUNITY FOUNDATION OF NORTHEAST IOWA3117 GREENHILL CIRCLE
    CEDAR FALLS,IA50613     		  PC CHARITABLE 10,000
    COMMUNITY LUTHERAN SCHOOL2681 QUAIL AVE
    READLYN,WI50668     		  PC CHARITABLE 500
    COMMUNITY OF BARTON COUNTY FOOD BANK3007 10TH ST
    GREAT BEND,KS67530     		  PC CHARITABLE 100
    COMMUNITY SHARES OF WISCONSIN612 W MAIN ST STE 200
    MADISON,WI53703     		  PC CHARITABLE 17,000
    CONNEXTIONS INC6709 RAYMOND RD
    MADISON,WI53719     		  PC CHARITABLE 10,000
    CORONAVIRUS RELIEF FUND1110 VERMONT AVENUE NW SUITE 550
    WASHINGTON,DC20005     		  PC CHARITABLE 50
    CROSS COMMUITY PLAYERSPO BOX 1135
    MAPLE GROVE,MN55311     		  PC CHARITABLE 250
    DANE BUY LOCAL INC2801 INTERNATIONAL LN 110
    MADISON,WI53704     		  PC CHARITABLE 3,000
    DEERFIELD COMMUNITY CENTER10 LIBERTY ST SUITE 130
    DEERFIELD,WI53531     		  PC CHARITABLE 83
    DEGAGE MINISTRIES144 DIVISION AVE S
    GRAND RAPIDS,MI49503     		  PC CHARITABLE 21
    DIRECT RELIEF6100 WALLACE BECKNELL ROAD
    SANTA BARBARA,CA93117     		  PC CHARITABLE 614
    DOCTORS WITHOUT BORDERSPO BOX 5023
    HAGERSTOWN,MD21741     		  PC CHARITABLE 500
    DOMESTIC ABUSE INTERVENTION SERVICES2102 FORDEM AVENUE
    MADISON,WI53704     		  PC CHARITABLE 5,383
    DONORS CHOOSE134 WEST 37 STREET 11 FLOOR
    NEW YORK,NY10018     		  PC CHARITABLE 25
    EAST BATON ROUGE PARISH COUNCIL ON AGING5790 FLORIDA BLVD
    BATON ROUGE,LA70806     		  PC CHARITABLE 50
    EAST MADISON COMMUNITY CENTER8 STRAUBEL COURT
    MADISON,WI53704     		  PC CHARITABLE 125,550
    ECONOMIC JUSTICE INSTITUTE INCPO BOX 259463
    MADISON,WI53725     		  PC CHARITABLE 171,000
    EDGEWOOD COLLEGE1000 EDGEWOOD COLLEGE DR
    MADISON,WI53711     		  PC CHARITABLE 206,000
    END DOMESTIC ABUSE WISCONSIN1400 E WASHINGTON AVE SUITE 227
    MADISON,WI53703     		  PC CHARITABLE 5,100
    FALK ELEMENTARY SCHOOL6323 WOODINGTON WAY
    MADISON,WI53711     		  PC CHARITABLE 7,700
    FAMILY & CHILDREN'S COUNCIL316 WEST 5TH STREET
    WATERLOO,IA50701     		  PC CHARITABLE 40,000
    FAMILY ASSISTANCE PROGRAM15075 7TH STREET
    VICTORVILLE,CA92395     		  PC CHARITABLE 1,000
    FAMILY SHARING OF OZAUKEE COUNTY1002 OVERLAND CT
    GRAFTON,WI53024     		  PC CHARITABLE 100
    FEED FORTY FAMILIESCROSSROADS COMMUNITY FARM 4144
    COUNTY ROAD J
    CROSS PLAINS,WI53528     		  PC CHARITABLE 52
    FEED NYCFESABEELILLAH SERVICES OF NYC 5218
    3RD AVE
    BROOKLYN,NY11220     		  PC CHARITABLE 110
    FEEDING AMERICA35 EAST WACKER DRIVE SUITE 2000
    CHICAGO,IL60601     		  PC CHARITABLE 4,896
    FEEDING AMERICA EASTERN WISCONSIN1700 W FOND DU LAC AVE
    MILWAUKEE,WI53205     		  PC CHARITABLE 50
    FEEDING THE GULF COAST151 24TH ST
    GULFPORT,MS39501     		  PC CHARITABLE 200
    FIRST BAPTIST CHURCH FOOD PANTRY101 W SYCAMORE ST
    DUNKERTON,IA50626     		  PC CHARITABLE 250
    FOOD BANK OF CONTRA COSTA & SOLANO2339 COURAGE DR
    FAIRFIELD,CA94533     		  PC CHARITABLE 515
    FOOD BANK OF THE ROCKIESATTN DEVELOPMENT 10700 E 45TH AVE
    DENVER,CO80239     		  PC CHARITABLE 100
    FOODSHARE450 WOODLAND AVE
    BLOOMFIELD,CT06002     		  PC CHARITABLE 100
    FORGOTTEN HARVEST21800 GREENFIELD ROAD
    OAK PARK,MI48237     		  PC CHARITABLE 30
    FRANKLIN JR SABENS BASEBALL & SOFTBALL7039 S TUMBLECREEK DR
    FRANKLIN,WI53132     		  PC CHARITABLE 250
    FREEDOM INC2030 SOUTH PARK STREET
    MADISON,WI53713     		  PC CHARITABLE 200
    FREEDOM INC2110 LUANN LANE
    MADISON,WI53713     		  PC CHARITABLE 15,000
    FRIENDS OF OREGON SCHOOL DISTRICT401 MEDINAH STREET
    OREGON,WI53575     		  PC CHARITABLE 260
    FRIENDS OF THE FAMILYPO BOX 784
    WAVERLY,IA50677     		  PC CHARITABLE 16,000
    FRIENDS OF THE STATE STREET FAMILYPO BOX 2399
    MADISON,WI53701     		  PC CHARITABLE 500
    FRONTLINE RESPONDERS FUNDCHARITIES AID FOUNDATION OF AMERICA
    225 REINEKERS LANE SUITE 375
    ALEXANDRIA,VA22314     		  PC CHARITABLE 25
    GLEANERS FOOD BANK2131 BEAUFAIT
    DETROIT,MI48207     		  PC CHARITABLE 60
    GOLDEN BELT COMMUNITY FOUNDATIONATTN CENTRAL KANSAS DREAM CENTER PO
    BOX 1911
    GREAT BEND,KS67530     		  PC CHARITABLE 500
    GOODMAN COMMUNITY CENTER149 WAUBESA ST
    MADISON,WI53704     		  PC CHARITABLE 2,855
    GOODMAN COMMUNITY CENTER214 WAUBESA ST
    MADISON,WI53704     		  PC CHARITABLE 200,000
    GREEN CARES FOOD PANTRYC/O SWCAP 149 N IOWA ST
    DODGEVILLE,WI53533     		  PC CHARITABLE 50
    GRUNDY COMMUNITY PRESCHOOL & CHILD CARE CENTER1001 8TH STREET
    GRUNDY CENTER,IA50638     		  PC CHARITABLE 50
    GSAFE122 E OLIN AVENUE
    MADISON,WI53713     		  PC CHARITABLE 2,100
    HABITAT FOR HUMANITY DANE COUNTY3101 LATHAM DRIVE
    MADISON,WI53713     		  PC CHARITABLE 550
    HAMILTON MIDDLE SCHOOL4801 WAUKESHA ST
    MADISON,WI53705     		  PC CHARITABLE 12,500
    HARRY CHAPIN FOOD BANK3760 FOWLER ST
    FORT MEYERS,FL33901     		  PC CHARITABLE 200
    HARVESTERS - THE COMMUNITY FOOD NETWORK3801 TOPPING AVE
    KANSAS CITY,MO64129     		  PC CHARITABLE 45
    HAWAII FOOD BANK2611 KILIHAU ST
    HONOLULU,HI96819     		  PC CHARITABLE 305
    HEART OF WEST MI UNITED WAY118 COMMERCE AVE SW
    GRAND RAPIDS,MI49503     		  PC CHARITABLE 150
    HIS HANDS FOOD PANTRY5002 MAIN ST
    ORAN,IA50674     		  PC CHARITABLE 250
    HOOVERWOOD7001 HOOVER RD
    INDIANAPOLIS,IN46260     		  PC CHARITABLE 370
    HORIZON HIGH SCHOOLPO BOX 45045
    MADISON,WI53744     		  PC CHARITABLE 1,000
    HRDC BOZEMAN32 S TRACY AVENUE
    BOZEMAN,MT59715     		  PC CHARITABLE 500
    INDEPENDENT LIVING INC606 NORTH SEGOE RD
    MADISON,WI53705     		  PC CHARITABLE 306
    INDY HUNGER NETWORK3737 WALDEMERE AVE
    INDIANAPOLIS,IN46241     		  PC CHARITABLE 200
    INFAMOUS MOTHERS LLC641 WEST MAIN ST 114
    MADISON,WI53703     		  PC CHARITABLE 77,000
    INTER-FAITH COUNCIL FOR SOCIAL SERVICE110 W MAIN STREET
    CARRBORO,NC27510     		  PC CHARITABLE 50
    IOWA CORE INC315 EAST 5TH ST SUITE 12
    DES MOINES,IA50309     		  PC CHARITABLE 5,000
    IOWA CENTER FOR OPPORTUNITY RESOURCE AND EQUITY (CORE)PO BOX 1384
    WATERLOO,IA50704     		  PC CHARITABLE 15,000
    IOWA HEARTLAND HABITAT FOR HUMANITY4107 HAMMOND AVENUE
    WATERLOO,IA50701     		  PC CHARITABLE 50
    JANESVILLE LIONS1161 265TH ST
    JANESVILLE,IA50647     		  PC CHARITABLE 250
    JOHN MUIR ELEMENTARY SCHOOL6602 INNER DR
    MADISON,WI53705     		  PC CHARITABLE 5,000
    KNIGHTS OF COLUMBUS CHARITIESLEAVE NO NEIGHBOR BEHIND FUND 1
    COLUMBUS PLAZA
    NEW HAVEN,CT06510     		  PC CHARITABLE 250
    LATINX CONSORTIUM FOR ACTION RELIEF FUND810 WEST BADGER ROAD
    MADISON,WI53713     		  PC CHARITABLE 100
    LEADER VALLEY FOUNDATION360 WESTFIELD AVE SUITE 200
    WATERLOO,IA50701     		  PC CHARITABLE 20,000
    LIFESERVE BLOOD CENTER4700 4TH STREET SW SUITE E
    MASON CITY,IA50401     		  PC CHARITABLE 10,000
    LIGHTHOUSE CHURCH6402 SCHROEDER RD
    MADISON,WI53711     		  PC CHARITABLE 1,100
    LITERACY NETWORK701 DANE STREET
    MADISON,WI53713     		  PC CHARITABLE 30,000
    LOS ANGELES REGIONAL FOODBANK1734 EAST 41ST STREET
    LOS ANGELES,CA90058     		  PC CHARITABLE 50
    LUSSICER COMMUNITY CENTER55 S GAMMON RD
    MADISON,WI53717     		  PC CHARITABLE 6,200
    MADISON-AREA URBAN MINISTRY2115 S PARK ST
    MADISON,WI53718     		  PC CHARITABLE 176,250
    MANNA MINISTRIES OF PICAYUNE MS120 STREET A SUITE A
    PICAYUNE,MS39466     		  PC CHARITABLE 300
    MARQUETTE-LAPHAM PARENT TEACHER GROUP INC1045 E DAYTON ST
    MADISON,WI53703     		  PC CHARITABLE 100
    MAYDM INC3330 UNIVERSITY AVE SUITE 202
    MADISON,WI53705     		  PC CHARITABLE 115,000
    MCFARLAND COMMUNITY FOOD PANTRYPO BOX 101
    MCFARLAND,WI53558     		  PC CHARITABLE 200
    MCPASD EDUCATION FOUNDATION6907 UNIVERSITY AVE 243
    MIDDLETON,WI53562     		  PC CHARITABLE 26,152
    MEALS ON WHEELS AMERICA1550 CRYSTAL DR 1004
    ARLINGTON,VA22202     		  PC CHARITABLE 1,635
    MEL TROTTER MINISTRIES225 COMMERCE AVE SW
    GRAND RAPIDS,MI49503     		  PC CHARITABLE 150
    MIDDLETON OUTREACH MINISTRY3502 PARMENTER ST
    MIDDLETON,WI53562     		  PC CHARITABLE 1,806
    MIDDLETON OUTREACH MINISTRY3502 PARMENTER ST
    MIDDLETON,WI53562     		  PC CHARITABLE 25,000
    MILE HIGH UNITED WAYPO BOX 5547
    DENVER,CO80217     		  PC CHARITABLE 200
    MISSION CENTRAL METROPLEX740 E PIPELINE RD
    HURST,TX76053     		  PC CHARITABLE 10,457
    MISSISSIPPI FOOD NETWORKP O BOX 411
    JACKSON,MS39205     		  PC CHARITABLE 100
    MOUNT HOREB FOOD PANTRY102 E LINCOLN ST 0204
    MT HOREB,WI53572     		  PC CHARITABLE 200
    MOUNT HOREB SENIOR CENTER107 N GROVE ST
    MT HOREB,WI53572     		  PC CHARITABLE 200
    MOUNT HOREB UNITED METHODIST CHURCH9542 COUNTY R S
    MT HOREB,WI53572     		  PC CHARITABLE 500
    MOVE FOR HUNGER4 HENDRICKSON AVENUE SUITE 4
    RED BANK,NJ07701     		  PC CHARITABLE 250
    MT HOREB FOOD PANTRYPO BOX 204
    MOUNT HOREB,WI53572     		  PC CHARITABLE 50
    MUIR ELEMENTARY PTO6602 INNER DR
    MADISON,WI53705     		  PC CHARITABLE 7,500
    MUSCULAR DYSTROPHY ASSOCIATIONPO BOX 97075
    WASHINTON,DC20090     		  PC CHARITABLE 100
    NATIONAL CREDIT UNION FOUNDATION99 M STREET SE SUITE 300
    WASHINGTON,DC20003     		  PC CHARITABLE 35,000
    NEHEMIAH COMMUNITY DEVELOPMENT CORPORATI655 W BADGER RD
    MADISON,WI53713     		  PC CHARITABLE 50,000
    NEIGHBORS HELPING NEIGHBORSPO BOX 196
    MOUNT HOREB,WI53572     		  PC CHARITABLE 460
    NEWBRIDGE MADISON1625 NORTHPORT DR SUITE 125
    MADISON,WI53704     		  PC CHARITABLE 20,000
    NO KID HUNGRYPO BOX 75475
    BALTIMORE,MD21275     		  PC CHARITABLE 100
    NORTH STAR COMMUNITY SERVICES INC3420 UNIVERSITY AVENUE
    WATERLOO,IA50701     		  PC CHARITABLE 250
    NORTH STAR COMMUNITY SERVICES INC3420 UNIVERSITY AVE SUITE C
    WATERLOO,IA53701     		  PC CHARITABLE 10,000
    NORTH TEXAS FOOD BANK3677 MAPLESHADE LANE
    PLANO,TX75075     		  PC CHARITABLE 600
    NORTHEAST IOWA FOOD BANK1605 LAFAYETTE STREET
    WATERLOO,IA50704     		  PC CHARITABLE 11,961
    NORTHERN ILLINOIS FOOD BANK273 DEARBORN COURT
    GENEVA,IL60134     		  PC CHARITABLE 500
    NORTHSIDE PLANNING COUNCIL1219 N SHERMAN AVENUE
    MADISON,WI53704     		  PC CHARITABLE 50
    NORTHWELL HEALTH FOUNDATION2000 MARCUS AVENUE
    NEW HYDE PARK,NY11042     		  PC CHARITABLE 100
    NORTHWEST DANE SENIOR SERVICES1837 BOURBON RD
    CROSS PLAINS,WI53528     		  PC CHARITABLE 100
    OLATHE HEALTH CHARITABLE FOUNDATION20375 W 151ST ST STE 363
    OLATHE,KS66061     		  PC CHARITABLE 120
    OMEGA SCHOOL835 W BADGER RD
    CEDAR FALLS,WI53713     		  PC CHARITABLE 25,000
    ONE CEDAR VALLEY3117 GREENHILL CIRCLE
    CEDAR FALLS,IA50613     		  PC CHARITABLE 10,000
    ONE CITY SCHOOLS2012 FISER ST
    MADISON,WI53713     		  PC CHARITABLE 100,000
    OPEN HANDS FOOD PANTRYCEDAR HILLS COMMUNITY CHURCH 6455 E
    AVE NW
    CEDAR RAPIDS,IA52405     		  PC CHARITABLE 150
    OPERATION FRESH START2670 MILWAUKEE ST
    MADISON,WI53704     		  PC CHARITABLE 100,000
    OREGON AREA FOOD PANTRY107 N ALPINE PKWY
    OREGON,WI53575     		  PC CHARITABLE 1,250
    PARTNERSHIP WITH NATIVE AMERICANSPO BOX 1841
    MERRIFIELD,VA22116     		  PC CHARITABLE 35
    POINTER PANTRYPO BOX 123
    MINERAL POINT,WI53565     		  PC CHARITABLE 500
    PORCH CHAPEL HILL-CARRBOROPO BOX 16363
    CHAPEL HILL,NC27516     		  PC CHARITABLE 40
    PORCHLIGHT INC306 N BROOKS ST
    MADISON,WI53515     		  PC CHARITABLE 1,206
    PRESCHOOL OF THE ARTS11 SCIENCE CT
    MADISON,WI53711     		  PC CHARITABLE 3,348
    PROJECT FLO ASSOCIATION1727 KENWOD AVE
    NEW HAMPTON,WI50659     		  PC CHARITABLE 250
    RAPE CRISIS CENTER2801 COHO ST SUITE 301
    MADISON,WI53713     		  PC CHARITABLE 5,000
    RED WING MINNESOTA AREA FOOD SHELF1755 OLD W MAIN ST
    RED WING,MN55066     		  PC CHARITABLE 250
    RESTORATION OUTREACH PROGRAMSPO BOX 632
    AURORA,CO80040     		  PC CHARITABLE 500
    RISE1334 DEWEY CT
    MADISON,WI53703     		  PC CHARITABLE 100
    ROADRUNNER FOOD BANK OF NEW MEXICO5840 OFFICE BLVD NE
    ALBUQUERQUE,NM87109     		  PC CHARITABLE 206
    RONALD MCDONALD HOUSE CHARITIES OF MADISON INC2716 MARSHALL COURT
    MADISON,WI53705     		  PC CHARITABLE 200
    RSVP OF CENTRAL KANSASMEALS ON WHEELS 1025 MAIN RM D114
    GREAT BEND,KS67530     		  PC CHARITABLE 200
    RSVP VOLUNTEERS IN ACTION1025 MAIN D114
    GREAT BEND,KS67530     		  PC CHARITABLE 200
    SAMARITAN'S PURSEPO BOX 3000
    BOONE,NC28607     		  PC CHARITABLE 300
    SANDBURG NEIGHBORHOOD COMMUNITY PANTRY3201 SUNBROOK RD
    MADISON,WI53704     		  PC CHARITABLE 100
    SAUK PRAIRIE FOOD PANTRY821 B INDUSTRY RD
    SAUK CITY,WI53583     		  PC CHARITABLE 50
    SCHOOL DISTRICT OF LODI115 SCHOOL ST
    LODI,WI53555     		  PC CHARITABLE 250
    SECOND HARVEST FOODBANK OF ORANGE COUNTY8014 MARINE WAY
    IRVINE,CA92618     		  PC CHARITABLE 100
    SECOND HARVEST FOODBANK OF SOUTHERN WI2802 DAIRY DR
    MADISON,WI53718     		  PC CHARITABLE 22,006
    SECOND HARVEST HEARTLAND1140 GERVAIS AVE
    ST PAUL,MN55109     		  PC CHARITABLE 125
    SHELTER FROM THE STORM INC1602 BLOSSOM LN
    MADISON,WI53716     		  PC CHARITABLE 250
    SHEPHERD'S CENTER OF AMERICA5559 NW BARRY RD BOX 333
    KANSAS CITY,MO64154     		  PC CHARITABLE 100
    SLICE OUT HUNGER244 FIFTH AVE S-260
    NEW YORK,NY10001     		  PC CHARITABLE 50
    SOCIAL ACTION INC515 BEECH STREET
    WATERLOO,IA50703     		  PC CHARITABLE 15,000
    SOCIAL ACTION INC515 BEECH ST SUITE 107
    WATERLOO,IA50703     		  PC CHARITABLE 5,000
    SOCIETY OF ST VINCENT DE PAUL2033 FISH HATCHERY RD
    MADISON,WI53713     		  PC CHARITABLE 5,000
    ST ANDREW COVID-19 RELIEF FUND6815 SCHNEIDER RD
    MADISON,WI53562     		  PC CHARITABLE 2,660
    ST DUNCAN'S EPISCOPAL CHURCHATTN FALK SCHOOL RENT SECURITY 6205
    UNIVERSITY AVE
    MADISON,WI53705     		  PC CHARITABLE 100
    ST MARY'S FOOD BANK2831 N 31ST AVENUE
    PHOENIX,AZ85009     		  PC CHARITABLE 1,690
    ST VINCENT DE PAUL (ST CHRISTOPHER CONFERENCE)14641 S KEELER AVE
    MIDLOTHIAN,IL60445     		  PC CHARITABLE 150
    ST VINCENT DE PAUL BATON ROUGE220 ST VINCENT DE PAUL PLACE
    BATON ROUGE,LA70802     		  PC CHARITABLE 80
    ST VINCENT DE PAUL MADISONPO BOX 259686
    MADISON,WI53725     		  PC CHARITABLE 800
    STEP (ST LOUIS PARK EMERGENCY PROGRAM6812 WEST LAKE ST
    ST LOUIS PARK,MN55426     		  PC CHARITABLE 25
    SUGAR RIVER SENIOR CENTER21 S VINE ST
    BELLEVILLE,WI53508     		  PC CHARITABLE 50
    TABLE MINISTRIES INC209 E MAIN ST
    CARRBORO,NC27510     		  PC CHARITABLE 60
    TEAM RUBICON6171 WEST CENTURY BLVD STE 310
    LOS ANGELES,CA90045     		  PC CHARITABLE 50
    THE BRICK MINISTRIESMAKE A DIFFERENCE FUND 420 ELLIS
    AVE
    ASHLAND,WI54806     		  PC CHARITABLE 500
    THE JESSE COSBY CENTER1112 MOBILE STREET
    WATERLOO,IA50613     		  PC CHARITABLE 50,000
    THE JOB FOUNDATION4600 UNIVERSITY AVE SUITE 1
    CEDAR FALLS,IA50613     		  PC CHARITABLE 20,000
    THE LARRABEE CENTER117 11TH STREET NW
    WAVERLY,IA50677     		  PC CHARITABLE 15,000
    THE LARRABEE CENTER INC117 11TH STREET NW
    WAVERLY,IA50677     		  PC CHARITABLE 50
    THE RED CROSS OF WISCONSIN2600 W WISCONSIN AVE
    MILWAUKEE,WI53233     		  PC CHARITABLE 10,000
    THE RIVER FOOD PANTRY2201 DARWIN ROAD
    MADISON,WI53704     		  PC CHARITABLE 5,000
    THE RIVER FOOD PANTRY2201 DARWIN DR
    MADISON,WI53704     		  PC CHARITABLE 7,226
    THE ROAD HOME DANE COUNTY890 W WINGRA DR
    MADISON,WI53715     		  PC CHARITABLE 175,603
    THE ROTARY FOUNDATION14280 COLLECTIONS CENTER DRIVE
    CHICAGO,IL60693     		  PC CHARITABLE 100
    THE SALVATION ARMY615 SLATERS LANE
    ALEXANDRIA,VA22314     		  PC CHARITABLE 2,310
    THOREAU PTOTHOREAU PTO C/O ALEXA WAUTIER 822
    MIAMI PASS
    MADISON,WI53711     		  PC CHARITABLE 200
    TODAY NOT TOMORROW INC8 STRAUBEL COURT
    MADISON,WI53704     		  PC CHARITABLE 25,000
    TOKI PTA5606 RUSSETT ROAD
    MADISON,WI53711     		  PC CHARITABLE 50
    UNIDOS AGAINST DOMESTIC VIOLENCE2505 WEST BELTLINE HWY SUITE 206
    MADISON,WI53713     		  PC CHARITABLE 10,000
    UNITED WAY OF CENTRAL KANSAS1125 WILLIAMS ST
    GREAT BEND,KS67530     		  PC CHARITABLE 15,000
    UNITED WAY OF DANE COUNTY2059 ATWOOD AVE
    MADISON,WI53704     		  PC CHARITABLE 988,654
    UNITED WAY OF METROPOLITAN DALLAS1800 N LAMAR ST
    DALLAS,TX75202     		  PC CHARITABLE 15,000
    UNITED WAY OF SOUTHEAST LOUISIANAHOSPITALITY CARES PANDEMIC RESPONSE
    FUND 2515 CANAL STREET
    NEW ORLEANS,LA70119     		  PC CHARITABLE 500
    URBAN LEAGUE OF GREATER MADISON2222 S PARK STREET SUITE 200
    MADISON,WI53713     		  PC CHARITABLE 1,500
    URBAN LEAGUE OF RACINE AND KENOSHA718 N MEMORIAL DR
    RACINE,WI53404     		  PC CHARITABLE 5,000
    URBAN TRIAGE2312 S PARK ST
    MADISON,WI53713     		  PC CHARITABLE 10,000
    URBAN TRIAGE INC2210 N RUSK AVE
    MADISON,WI53713     		  PC CHARITABLE 1,000
    UW HEALTH COVID 19 RESPONSE FUND - XXX-XX-XXXXUW FOUNDATION US BANK LOCKBOX 78807
    MILWAUKEE,WI53278     		  PC CHARITABLE 100
    UW MILWAUKEE FOOD PANTRYC/O UWM FOUNDATION ACCOUNT 83180
    1440 EAST NORTH AVE
    MILWAUKEE,WI53202     		  PC CHARITABLE 50
    VERA COURT NEIGHBORHOOD CENTER614 VERA COURT
    MADISON,WI53704     		  PC CHARITABLE 5,000
    WAUNAKEE FOOD PANTRYPO BOX 143
    WAUNAKEE,WI53597     		  PC CHARITABLE 1,000
    WAUNAKEE NEIGHBORHOOD CONNECTION CORP208 S CENTURY AVE
    WAUNAKEE,WI53597     		  PC CHARITABLE 450
    WAVERLY SHELL ROCK UNITED WAYPO BOX 271
    WAVERLY,IA50677     		  PC CHARITABLE 50,000
    WECAN5213 SHORELINE DR
    MOUND,MN55364     		  PC CHARITABLE 25
    WI LATINO ECONOMIC DEVELOPMENT CORP2881 COMMERCE PARK DR SUITE 3
    FITCHBURG,WI53719     		  PC CHARITABLE 50,000
    WILDCAT FAMILY ASSISTANCE FUNDC/O AMY TRANEL VSAD 700 NORTH MAIN
    ST
    VERONA,WI53593     		  PC CHARITABLE 159
    WIL-MAR NEIGHBORHOOD CENTER953 JENIFER ST
    MADISON,WI53703     		  PC CHARITABLE 103
    WISCONSIN HEIGHTS EDUCATION FOUNDATIONPO BOX 176
    MAZOMANIE,WI53560     		  PC CHARITABLE 750
    WISCONSIN HEIGHTS FFA ALUMNIWI HEIGHTS HIGH SCHOOL ATTN KIM
    HOUSER 10173 HIGHWAY KP
    MAZOMANIE,WI53560     		  PC CHARITABLE 50
    WORLD CENTRAL KITCHEN1342 FLORIDA AVE NW
    WASHINGTON DC,DC20009     		  PC CHARITABLE 893
    WORLD VISIONPO BOX 9716
    FEDERAL WAY,WA98063     		  PC CHARITABLE 1,450
    WOUNDED WARRIOR PROJECTPO BOX 758516
    TOPEKA,KS66675     		  PC CHARITABLE 500
    WRIGHTSOLE LLC (HUMANIZE MY HOODIE)1501 DICKENSON LN
    IOWA CITY,IA52240     		  PC CHARITABLE 5,000
    YMCA GREATER GRAND RAPIDS475 LAKE MICHIGAN DRIVE NW
    GRAND RAPIDS,MI49504     		  PC CHARITABLE 100
    YWCA MADISON101 E MIFFLIN ST
    MADISON,WI53703     		  PC CHARITABLE 107,500
    Total ...............................bullet 3a 3,914,724
    bApproved for future payment
    UNITED WAY OF DANE COUNTY2059 ATWOOD AVE
    MADISON,WI53704     		  PC CHARITABLE 300,000
    CENTRO HISPANO810 W BADGER RD
    MADISON,WI53713     		  PC CHARITABLE 25,000
    GOODMAN COMMUNITY CENTER149 WAUBESA ST
    MADISON,WI53704     		  PC CHARITABLE 200,000
    BOYS & GIRLS CLUB DANE COUNTY1818 WEST BELTLINE HWY
    MADISON,WI53713     		  PC CHARITABLE 50,000
    THE ROAD HOME DANE COUNTY - BUILDING GRANT890 W WINGRA DR
    MADISON,WI53715     		  PC CHARITABLE 175,000
    COMMON WEALTH DEVELOPMENT1501 WILLIAMSON ST
    MADISON,WI53703     		  PC CHARITABLE 25,000
    Total ................................bullet 3b 775,000
    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
    2020
    Name of the organization
    CUNA MUTUAL GROUP FOUNDATION INC
     
    Employer identification number

    39-6105418
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    CUNA MUTUAL GROUP FOUNDATION INC
          		Employer identification number
    39-6105418
    Part I
    Contributors
    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
    CMFG LIFE INSURANCE COMPANY
     
    5910 MINERAL POINT ROAD
     
    MADISON, WI53705

    		$ 3,800,000


    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    CUNA MUTUAL GROUP FOUNDATION INC
          		Employer identification number

    39-6105418
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    CUNA MUTUAL GROUP FOUNDATION INC
          		Employer identification number

    39-6105418
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    CUNA MUTUAL GROUP FOUNDATION INC
    EIN:
    39-6105418
    Statement:
    A COPY OF FORM 990-PF WILL BE FURNISHED TO THE ATTORNEY GENERAL IN THE STATE OF WISCONSIN. A COPY OF FORM 990-PF IS NOT REQUIRED TO BE FURNISHED TO THE ATTORNEY GENERAL IN THE STATE OF IOWA.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    CUNA MUTUAL GROUP FOUNDATION INC
    EIN:
    39-6105418
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FOREIGN BONDS 439,507 493,554
    DOMESTIC BONDS 5,692,516 6,030,076

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    CUNA MUTUAL GROUP FOUNDATION INC
    EIN:
    39-6105418
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITY SECURITIES 5,762,781 7,212,465

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    CUNA MUTUAL GROUP FOUNDATION INC
    EIN:
    39-6105418
    US Government Securities - End of Year Book Value:

    1,757,616
    US Government Securities - End of Year Fair Market Value:

    1,837,688
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    CUNA MUTUAL GROUP FOUNDATION INC
    EIN:
    39-6105418
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LIMITED PARTNERSHIP AT COST 274,873 274,873

    TY 2020 OtherExpensesSchedule
    Name:
    CUNA MUTUAL GROUP FOUNDATION INC
    EIN:
    39-6105418
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK SERVICE CHARGES 259 0   259


    TY 2020 TaxesSchedule
    Name:
    CUNA MUTUAL GROUP FOUNDATION INC
    EIN:
    39-6105418
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 38,225 0   0