Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
MADIGAN EDWARD FDN TUW
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

84-6163256
B Telephone number (see instructions)

(888) 730-4933
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,984,821
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 15,687
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 86,562 86,213  
5a Gross rents............ 380 380 0
b Net rental income or (loss) 380
6a Net gain or (loss) from sale of assets not on line 10 -14,084
b Gross sales price for all assets on line 6a 543,834
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 1,703    
12 Total. Add lines 1 through 11........ 90,248 86,593 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 38,403 28,802   9,601
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 1,062 0 0 1,062
c Other professional fees (attach schedule).... 1,958 1,958   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 6,015 2,165   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 125 125    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,563 33,050 0 10,663
25 Contributions, gifts, grants paid....... 85,500 85,500
26 Total expenses and disbursements. Add lines 24 and 25 133,063 33,050 0 96,163
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -42,815
b Net investment income (if negative, enter -0-) 53,543
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,015 664 664
2 Savings and temporary cash investments......... 152,162 69,083 69,083
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 673,779 Click to see attachment
List of Attached Documents:
// Content
582,069
1,100,344
c Investments—corporate bonds (attach schedule)....... 75,715 Click to see attachment
List of Attached Documents:
// Content
26,064
24,826
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,573,762 Click to see attachment
List of Attached Documents:
// Content
1,753,524
1,789,904
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,477,433 2,431,404 2,984,821
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,477,433 2,431,404
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,477,433 2,431,404
30 Total liabilities and net assets/fund balances (see instructions). 2,477,433 2,431,404
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
2,477,433
2
Enter amount from Part I, line 27a .....................
2
-42,815
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,434,618
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,214
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,431,404
Form 990-PF (2023)
Form 990-PF (2023)
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 25000. BANK OF NY MELLON CO 2.950% 1/29/23   2018-02-02 2023-01-29
b 1. BLACKROCK INC   2022-06-08 2023-02-09
c 3. BLACKROCK INC   2021-02-10 2023-02-09
d 21. COGNIZANT TECH SOLUTIONS CRP COM   2022-06-08 2023-02-09
e 33. COGNIZANT TECH SOLUTIONS CRP COM     2023-02-09
104. FIDELITY NATL INFORMATION SVCS INC     2023-02-09
101. FIDELITY NATL INFORMATION SVCS INC     2023-02-09
74. INTERPUBLIC GROUP COS INC   2022-06-08 2023-02-09
11. JPMORGAN CHASE & CO   2022-06-08 2023-02-09
8. JPMORGAN CHASE & CO   2021-07-26 2023-02-09
6. LAS VEGAS SANDS CORP   2022-10-04 2023-02-09
95. LAS VEGAS SANDS CORP     2023-02-09
11. UNION PACIFIC CORP   2022-06-08 2023-02-09
3. UNION PACIFIC CORP   2021-10-19 2023-02-09
19. WASTE MANAGEMENT INC     2023-02-09
25000. UNITEDHEALTH GROUP 2.875% 3/15/23   2018-02-02 2023-03-15
18. WALT DISNEY CO   2022-06-08 2023-03-17
6. WALT DISNEY CO   2021-07-26 2023-03-17
54. MANULIFE FINANCIAL CORP   2022-06-08 2023-03-17
202. MANULIFE FINANCIAL CORP     2023-03-17
8. ABBVIE INC   2022-06-08 2023-05-17
10. ADVANCED MICRO DEVICES INC   2023-02-09 2023-05-17
29. ALPHABET INC CL C   2022-06-08 2023-05-17
3. ALPHABET INC CL C   2021-07-26 2023-05-17
31. APPLE INC     2023-05-17
1. BLACKROCK INC   2022-06-08 2023-05-17
12. BLACKSTONE INC   2022-06-08 2023-05-17
6. BOEING CO   2019-02-14 2023-05-17
2. BROADCOM INC   2022-06-08 2023-05-17
12. CVS HEALTH CORPORATION     2023-05-17
8. CELANESE CORP   2022-06-08 2023-05-17
22. CISCO SYSTEMS INC   2022-06-08 2023-05-17
25. CITIGROUP INC.     2023-05-17
11. COGNIZANT TECH SOLUTIONS CRP COM   2022-06-08 2023-05-17
1981.339 DELAWARE SMALL CAP CORE-R6   2022-06-13 2023-05-17
5. DIAGEO PLC - ADR   2022-06-08 2023-05-17
7. WALT DISNEY CO   2022-06-08 2023-05-17
4. ELECTRONIC ARTS INC   2022-06-08 2023-05-17
4. ELECTRONIC ARTS INC   2021-07-26 2023-05-17
8. META PLATFORMS INC   2021-04-08 2023-05-17
12. HASBRO INC   2021-04-08 2023-05-17
2. HOME DEPOT INC   2022-12-06 2023-05-17
19. INTERPUBLIC GROUP COS INC     2023-05-17
13. JPMORGAN CHASE & CO   2022-06-08 2023-05-17
2. LAM RESEARCH CORP COM   2021-07-26 2023-05-17
10. LAS VEGAS SANDS CORP   2015-10-02 2023-05-17
5. ELI LILLY & CO COM   2022-06-08 2023-05-17
46. MANULIFE FINANCIAL CORP   2022-06-08 2023-05-17
13. MERCK & CO INC NEW   2022-06-08 2023-05-17
18. MICROSOFT CORP   2022-06-08 2023-05-17
15. MONDELEZ INTERNATIONAL INC   2022-06-08 2023-05-17
7. NIKE INC CL B   2022-06-08 2023-05-17
15. RTX CORP   2022-06-08 2023-05-17
49. REGIONS FINL CORP NEW   2022-08-22 2023-05-17
37. SUNCOR ENERGY INC NEW F   2022-06-08 2023-05-17
12. SYSCO CORP   2022-06-08 2023-05-17
2. TARGET CORP   2022-06-08 2023-05-17
3. TARGET CORP   2021-07-26 2023-05-17
2. THERMO FISHER SCIENTIFIC INC   2022-06-08 2023-05-17
13. TORONTO DOMINION BK ONT COM NEW   2022-06-08 2023-05-17
17. TOTAL S.A. - ADR   2022-06-08 2023-05-17
98.475 TOUCHSTONE MID CAP-R6 #355     2023-05-17
548.857 TOUCHSTONE MID CAP-R6 #355   2020-05-08 2023-05-17
9. UNILEVER PLC - ADR   2020-02-07 2023-05-17
4. UNION PACIFIC CORP   2022-06-08 2023-05-17
4. UNITED PARCEL SERVICE-CL B   2023-02-09 2023-05-17
4. UNITED PARCEL SERVICE-CL B   2021-07-26 2023-05-17
4. UNITEDHEALTH GROUP INC   2022-06-08 2023-05-17
493. VANGUARD MIDCAP VIPER     2023-05-17
398. VANGUARD MIDCAP VIPER     2023-05-17
4. VISA INC-CLASS A SHRS   2023-02-09 2023-05-17
2. VISA INC-CLASS A SHRS   2021-07-26 2023-05-17
5. WASTE MANAGEMENT INC   2020-03-05 2023-05-17
6. EATON CORP PLC     2023-05-17
8. GARMIN LTD   2021-12-17 2023-05-17
7. TE CONNECTIVITY LTD   2021-11-19 2023-05-17
100. CVS HEALTH CORPORATION     2023-06-15
24. WALT DISNEY CO     2023-06-15
80. WALT DISNEY CO     2023-06-15
22. ELECTRONIC ARTS INC   2022-06-08 2023-06-15
100. HASBRO INC     2023-06-15
149. LAS VEGAS SANDS CORP     2023-06-15
6. ELI LILLY & CO COM     2023-06-15
3. SYSCO CORP   2022-10-04 2023-06-15
97. SYSCO CORP     2023-06-15
13. EATON CORP PLC     2023-06-15
82. CVS HEALTH CORPORATION   2011-09-08 2023-06-23
4. HASBRO INC   2022-10-04 2023-06-23
78. HASBRO INC     2023-06-23
82. SYSCO CORP     2023-06-23
28. ALPHABET INC CL C   2022-06-08 2023-08-10
29. APPLE INC   2022-06-08 2023-08-10
1. BOOKING HOLDINGS INC   2023-06-15 2023-08-10
3. BROADCOM INC   2022-06-08 2023-08-10
6. META PLATFORMS INC   2021-04-08 2023-08-10
88.786 GLDMN SCHS GQP PRT INTL-R6 #4946   2023-05-18 2023-08-10
11. JPMORGAN CHASE & CO   2022-06-08 2023-08-10
4. ELI LILLY & CO COM     2023-08-10
15. MERCK & CO INC NEW   2023-06-15 2023-08-10
16. MICROSOFT CORP   2022-06-08 2023-08-10
189.433 PIMCO COMMODITY REAL RET STRAT-I45   2022-08-11 2023-08-10
17. RTX CORP   2022-06-08 2023-08-10
24. TOTAL S.A. - ADR   2022-06-08 2023-08-10
194.82 TOUCHSTONE MID CAP-R6 #355   2020-05-08 2023-08-10
4. UNITEDHEALTH GROUP INC   2022-06-08 2023-08-10
19. VANGUARD MIDCAP VIPER   2022-10-04 2023-08-10
17. VANGUARD MIDCAP VIPER   2020-08-04 2023-08-10
6. VISA INC-CLASS A SHRS   2023-02-09 2023-08-10
2. EATON CORP PLC   2022-08-22 2023-08-10
6. EATON CORP PLC   2021-07-26 2023-08-10
409.931 BAIRD AGGREGATE BOND FUND-INST 72   2021-09-23 2023-10-23
112.35 GLDMN SCHS GQP PRT INTL-R6 #4946   2023-05-18 2023-10-23
479.972 PIMCO COMMODITY REAL RET STRAT-I45   2022-08-11 2023-10-23
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(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 25,000   24,838 162
b 716   668 48
c 2,148   2,189 -41
d 1,395   1,533 -138
e 2,192   2,732 -540
7,657   10,362 -2,705
7,436   12,135 -4,699
2,731   2,278 453
1,540   1,402 138
1,120   1,202 -82
345   250 95
5,465   3,992 1,473
2,229   2,429 -200
608   682 -74
2,891   2,404 487
25,000   24,813 187
1,680   1,934 -254
560   1,054 -494
946   1,015 -69
3,540   4,026 -486
1,138   1,193 -55
1,008   834 174
3,484   3,401 83
360   414 -54
5,317   4,620 697
643   668 -25
972   1,375 -403
1,221   2,467 -1,246
1,296   1,127 169
807   1,151 -344
832   1,263 -431
1,040   994 46
1,152   1,666 -514
685   803 -118
50,584   49,692 892
890   912 -22
639   752 -113
497   559 -62
497   580 -83
1,910   2,492 -582
743   1,155 -412
564   635 -71
692   562 130
1,771   1,656 115
1,125   1,283 -158
592   411 181
2,176   1,563 613
881   865 16
1,492   1,166 326
5,624   4,869 755
1,163   942 221
812   857 -45
1,444   1,492 -48
789   1,085 -296
1,055   1,567 -512
882   1,026 -144
317   314 3
475   784 -309
1,053   1,109 -56
790   980 -190
1,019   1,038 -19
4,451   4,063 388
24,808   19,143 5,665
486   538 -52
788   883 -95
669   740 -71
669   845 -176
1,921   1,959 -38
100,683   107,479 -6,796
81,282   97,753 -16,471
926   918 8
463   498 -35
840   597 243
1,006   1,092 -86
822   1,069 -247
846   1,154 -308
6,802   6,758 44
2,211   2,343 -132
7,371   2,834 4,537
2,823   3,073 -250
6,149   9,583 -3,434
8,771   5,696 3,075
2,721   1,596 1,125
219   225 -6
7,079   6,780 299
2,511   2,261 250
5,708   3,014 2,694
237   277 -40
4,631   6,956 -2,325
5,955   4,438 1,517
3,698   3,284 414
5,202   4,294 908
3,215   2,591 624
2,559   1,691 868
1,848   1,869 -21
1,642   1,580 62
1,698   1,402 296
2,094   940 1,154
1,593   1,640 -47
5,219   4,328 891
2,559   3,802 -1,243
1,484   1,691 -207
1,530   1,465 65
9,669   6,795 2,874
2,018   1,959 59
4,240   3,796 444
3,794   2,992 802
1,444   1,377 67
435   296 139
1,306   941 365
3,751   4,731 -980
1,998   2,000 -2
6,432   9,633 -3,201
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      317
      317
      317
      317
      317
      317
      317
      317
      317
      317
      317
      317
      317
      317
      317
      317
      317
      317
      317
      317
      317
      317
      317
      317
      317
      317
      317
      317
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       162
b       48
c       -41
d       -138
e       -540
      -2,705
      -4,699
      453
      138
      -82
      95
      1,473
      -200
      -74
      487
      187
      -254
      -494
      -69
      -486
      -55
      174
      83
      -54
      697
      -25
      -403
      -1,246
      169
      -344
      -431
      46
      -514
      -118
      892
      -22
      -113
      -62
      -83
      -582
      -412
      -71
      130
      115
      -158
      181
      613
      16
      326
      755
      221
      -45
      -48
      -296
      -512
      -144
      3
      -309
      -56
      -190
      -19
      388
      5,665
      -52
      -95
      -71
      -176
      -38
      -6,796
      -16,471
      8
      -35
      243
      -86
      -247
      -308
      44
      -132
      4,537
      -250
      -3,434
      3,075
      1,125
      -6
      299
      250
      2,694
      -40
      -2,325
      1,517
      414
      908
      624
      868
      -21
      62
      296
      1,154
      -47
      891
      -1,243
      -207
      65
      2,874
      59
      444
      802
      67
      139
      365
      -980
      -2
      -3,201
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -14,084
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
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 right arrow 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) 1 744
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 744
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- ..... 5 744
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,148
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,148
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,404
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow744 Refundedright arrow 11 1,660
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowWELLS FARGO BANK NA Telephone no.right arrow (800) 352-3705

Located atright arrow100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+4right arrow27101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
WELLS FARGO BANK N A TRUSTEE
1
38,403    
100 N MAIN ST FL 5D4001-052
WINSTONSALEM,NC27101
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
2,705,647
b
Average of monthly cash balances.......................
1b
95,972
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,801,619
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
2,801,619
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
42,024
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,759,595
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
137,980
Part X
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 IX, line 6..................
1
137,980
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
744
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
744
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
137,236
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
137,236
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 XII, line 1 ...
7
137,236
Part XI
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
96,163
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
96,163
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 137,236
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 64,189
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 96,163
a Applied to 2022, but not more than line 2a 64,189
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 2023 distributable amount..... 31,974
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
105,262
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 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
NONE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

ARRUPE JESUIT HIGH SCHOOL

4343 UTICA ST
DENVER,CO802122435
NONE PC GENERAL OPERATING 7,500

MORGAN ADAMS FOUNDATION

5303 E EVANS AVE STE 202
DENVER,CO802225237
NONE PC GENERAL OPERATING 10,000

CRAIG HOSPITAL FOUNDATION

3425 S CLARKSON ST
ENGLEWOOD,CO801132811
NONE PC GENERAL OPERATING 5,000

CLOTHES TO KIDS OF DENVER

PO BOX 100874
DENVER,CO802500874
NONE PC GENERAL OPERATING 5,000

READ TO ME

3767 STARRY NIGHT LOOP
CASTLE ROCK,CO80109
NONE PC GENERAL OPERATING 3,000

HEART & HAND CENTER

2758 WELTON ST
DENVER,CO802052914
NONE PC GENERAL OPERATING 10,000

HUNGER FREE COLORADO

1355 S COLORADO BLVD STE 201
DENVER,CO802223313
NONE PC GENERAL OPERATING 5,000

NATIONAL JEWISH HEALTH

1400 JACKSON ST
DENVER,CO802062761
NONE PC GENERAL OPERATING 5,000

MOTHER HOUSE INC

PO BOX 19589
BOULDER,CO803082589
NONE PC GENERAL OPERATING 5,000

READING PARTNERS

638 3RD ST
OAKLAND,CA946073551
NONE PC GENERAL OPERATING 5,000

DENVER CHILDRENS HOME

1501 ALBION ST
DENVER,CO802201028
NONE PC GENERAL OPERATING 5,000

DENVER PUBLIC SCHOOLS FOUNDATION

1860 LINCOLN STREET 10TH FLOOR
DENVER,CO802037301
NONE PC GENERAL OPERATING 5,000

GIGIS PLAYHOUSE DENVER LLC

610 GARRISON ST STE F
LAKEWOOD,CO802155882
NONE PC GENERAL OPERATING 5,000

ALLIANCE FOR CHOICE INEDUCATION

5251 DTC PKWY SUITE 1150
GREENWOOD VILLAGE,CO80111
NONE PC GENERAL OPERATING 10,000
Total .................................right arrow 3a 85,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 86,562  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 380  
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 -14,084  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSTATE TAX REFUND -
    1 1,703  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   74,561  
13Total. Add line 12, columns (b), (d), and (e)..................
13
74,561
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
Name of the organization
MADIGAN EDWARD FDN TUW
 
Employer identification number

84-6163256
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
MADIGAN EDWARD FDN TUW
 
Employer identification number
84-6163256
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
MADIGAN EDWARD J TUW SPECULATION
6325 S RAINBOW BLVD STE 300
 
LAS VEGAS, NV89118

$ 15,687


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
MADIGAN EDWARD FDN TUW
 
Employer identification number

84-6163256
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
MADIGAN EDWARD FDN TUW
 
Employer identification number

84-6163256
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
MADIGAN EDWARD FDN TUW
EIN:
84-6163256
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,062     1,062

TY 2023 InvestmentsCorpBondsSchedule
Name:
MADIGAN EDWARD FDN TUW
EIN:
84-6163256
Name of Bond End of Year Book Value End of Year Fair Market Value
037833AS9 APPLE INC 3.450% 5/0 26,064 24,826
91324PCC4 UNITEDHEALTH GROUP    
06406RAE7 BANK OF NY MELLON CO    

TY 2023 InvestmentsCorpStockSchedule
Name:
MADIGAN EDWARD FDN TUW
EIN:
84-6163256
Name of Stock End of Year Book Value End of Year Fair Market Value
172967424 CITIGROUP INC. 19,074 20,216
654106103 NIKE INC CL B 7,042 11,508
G29183103 EATON CORP PLC 15,277 29,380
56501R106 MANULIFE FINANCIAL C 14,590 21,945
11135F101 BROADCOM INC 12,557 41,301
17275R102 CISCO SYSTEMS INC 9,148 17,530
09260D107 BLACKSTONE INC 14,190 26,315
517834107 LAS VEGAS SANDS CORP    
254687106 WALT DISNEY CO    
883556102 THERMO FISHER SCIENT 7,444 15,924
594918104 MICROSOFT CORP 21,518 95,514
532457108 ELI LILLY & CO COM 4,698 33,226
91324P102 UNITEDHEALTH GROUP I 6,407 31,062
92826C839 VISA INC-CLASS A SHR 16,829 22,911
58933Y105 MERCK & CO INC NEW 14,112 22,894
46625H100 JPMORGAN CHASE & CO 12,863 31,469
907818108 UNION PACIFIC CORP 3,527 13,755
871829107 SYSCO CORP    
75513E101 RTX CORP 21,479 22,297
609207105 MONDELEZ INTERNATION 10,696 16,442
00287Y109 ABBVIE INC 14,618 19,061
150870103 CELANESE CORP 16,136 29,210
09857L108 BOOKING HOLDINGS INC 13,493 24,831
H2906T109 GARMIN LTD 14,909 20,566
037833100 APPLE INC 18,682 89,141
94106L109 WASTE MANAGEMENT INC 8,946 14,328
31620M106 FIDELITY NATL INFORM    
25243Q205 DIAGEO PLC - ADR 10,757 13,401
911312106 UNITED PARCEL SERVIC 13,342 17,453
285512109 ELECTRONIC ARTS INC 9,713 13,134
097023105 BOEING CO 12,931 24,241
02079K107 ALPHABET INC CL C 21,367 63,841
09247X101 BLACKROCK INC 10,029 18,671
192446102 COGNIZANT TECH SOLUT 9,289 12,840
904767704 UNILEVER PLC - ADR 9,370 8,920
512807108 LAM RESEARCH CORP CO 9,732 25,064
89151E109 TOTALENERGIES SE -SP 18,737 26,211
H84989104 TE CONNECTIVITY LTD 11,375 15,596
867224107 SUNCOR ENERGY INC NE 20,742 24,286
891160509 TORONTO DOMINION BK 18,779 20,549
126650100 CVS HEALTH CORPORATI    
87612E106 TARGET CORP 4,816 10,539
460690100 INTERPUBLIC GROUP CO 5,305 9,139
418056107 HASBRO INC    
30303M102 META PLATFORMS INC 17,072 33,626
437076102 HOME DEPOT INC 14,834 16,288
7591EP100 REGIONS FINL CORP NE 15,138 14,457
00724F101 ADOBE INC 13,424 16,705
007903107 ADVANCED MICRO DEVIC 11,901 19,606
580135101 MCDONALDS CORP 12,818 13,046
855244109 STARBUCKS CORP COM 12,363 11,905

TY 2023 InvestmentsOtherSchedule2
Name:
MADIGAN EDWARD FDN TUW
EIN:
84-6163256
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MIX019100 ELBERT CO. CO 1/2 M. AT COST 1 1
MIX019092 ADAMS CO. CO MI00047 AT COST 1 1,900
MIX019118 ELBERT CO. CO MI0005 AT COST 1 1
MIX019126 ELBERT CO. CO MI0009 AT COST 1 1
31641Q755 FIDELITY NEW MRKTS I AT COST 70,068 60,693
24610B826 DELAWARE SMALL CAP C      
872365713 TCW EMRG MRKTS INC-P AT COST 124,627 117,448
89155T490 TOUCHSTONE MID CAP-R AT COST 74,601 118,447
057071854 BAIRD AGGREGATE BOND AT COST 512,307 502,079
46434G103 ISHARES CORE MSCI EM AT COST 61,206 57,661
77956H435 T ROWE PR OVERSEAS S AT COST 161,676 172,522
722005667 PIMCO COMMODITY REAL AT COST 136,920 101,875
74440Y884 PGIM HIGH YIELD-Q 10 AT COST 88,918 85,804
693390700 PIMCO TOTAL RET FD-I AT COST 207,722 196,791
922908629 VANGUARD MIDCAP VIPE AT COST 97,688 147,726
38147N269 GLDMN SCHS GQP PRT I AT COST 79,671 88,623
72201R833 PIMCO ENHANCED SHORT AT COST 80,821 81,129
921937793 VANGUARD LONG-TERM B AT COST 57,295 57,203

TY 2023 OtherDecreasesSchedule
Name:
MADIGAN EDWARD FDN TUW
EIN:
84-6163256
Description Amount
MUTUAL FUND TIMING ADJ 2,454
ROC ON CY SALES 10
PY RETURN OF CAPITAL ADJUSTMENT 672
TAX LOT BASIS ADJUSTMENT 28
COST BASIS ADJUSTMENT 50


TY 2023 OtherExpensesSchedule
Name:
MADIGAN EDWARD FDN TUW
EIN:
84-6163256
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 21 21   0
OMG MINERAL INTEREST-AD VALORE 104 104   0


TY 2023 OtherIncomeSchedule2
Name:
MADIGAN EDWARD FDN TUW
EIN:
84-6163256
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
STATE TAX REFUND - PRINCIPAL 1,703 0  


TY 2023 OtherProfessionalFeesSchedule
Name:
MADIGAN EDWARD FDN TUW
EIN:
84-6163256
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 1,958 1,958    


TY 2023 TaxesSchedule
Name:
MADIGAN EDWARD FDN TUW
EIN:
84-6163256
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,878 1,878   0
FEDERAL TAX PAYMENT - PRIOR YE 702 0   0
FEDERAL ESTIMATES - PRINCIPAL 3,148 0   0
FOREIGN TAXES ON NONQUALIFIED 287 287   0