2024-11-14T11:15:21-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP PO BOX 7398 MADISON WI 537077398 990PF 2023-01-01 872976602 WIDEN FAMILY FOUNDATION INC WIDE 6082398843 PO BOX 163 COTTAGE GROVE WI 535270163 LEANNE WIDEN PRESIDENT 6082398843 2024-11-14 1 1 RUSSELL L WOLFF CPA P00089483 6082496622 2024-11-13 2023 2024-10-15 13:58:12Z X 9195365 X 19015 190393 190393 -14626 2355228 0 13264 0 208046 190393 0 0 0 11588 11588 0 56533 56533 0 1500 0 0 11398 0 0 81019 68121 0 550150 550150 631169 68121 550150 -423123 122272 29820 54160 54160 373146 386028 386028 1769754 1312715 1312715 6048278 6505810 6505810 0 758298 758298 382835 178354 178354 8603833 9195365 9195365 0 0 X 0 0 0 0 8603833 9195365 8603833 9195365 8603833 9195365 8603833 -423123 1014655 9195365 0 9195365 PUBLICLY TRADED SECURITIES 2353519 2369854 -16335 -16335 CAPITAL GAINS DIVIDENDS P 1709 1709 1709 -14626 1700 0 1700 0 1700 1077 0 3000 0 4077 0 2377 2377 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 WWW.WIDENFAMILYFOUNDATION.ORG/ LEANNE WIDEN 6082398843 PO BOX 163 COTTAGE GROVE WI 535270163 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LEANNE WIDEN PO BOX 163 COTTAGE GROVE WI 535270163 PRESIDENT/DIRECTOR 0.50 0 0 0 REED WIDEN PO BOX 163 COTTAGE GROVE WI 535270163 DIRECTOR 0.50 0 0 0 JESSE WIDEN PO BOX 163 COTTAGE GROVE WI 535270163 TREASURER/DIRECTOR 0.50 0 0 0 JENNA VIAL PO BOX 163 COTTAGE GROVE WI 535270163 VICE PRESIDENT/DIRECTOR 0.50 0 0 0 ALLISON WIDEN PO BOX 163 COTTAGE GROVE WI 535270163 SECRETARY/DIRECTOR 5.00 0 0 0 CODY VIAL PO BOX 163 COTTAGE GROVE WI 535270163 TREASURER/DIRECTOR 0.50 0 0 0 SAM BAXTER PO BOX 163 COTTAGE GROVE WI 535270163 DIRECTOR 0.50 0 0 0 NONE 0 ISTHMUS PARTNERS LLC 1 S PINCKNEY STREET SUITE 818 MADISON WI 53703 INVESTMENT MANAGEMENT 56533 0 0 8354474 577163 0 8931637 0 0 8931637 133975 8797662 439883 439883 1700 1700 438183 0 438183 0 438183 550150 0 550150 438183 0 0 63660 67770 131430 550150 0 0 0 438183 111967 0 0 243397 0 0 0 0 0 0 0 243397 63660 67770 111967 LEANNE WIDEN REED WIDEN LEANNE WIDEN PRESIDENT WIDEN FAMILY PO BOX 163 COTTAGE GROVE WI 535270163 6082398843 INFO@WIDENFAMILYFOUNDATION.ORG GRANT REQUEST LETTER NONE AWARDS ARE LIMITED TO EDUCATION (SCHOLARSHIPS PROGRAMS AND OTHER PROGRAMS THAT PROMOTE EDUCATIONAL ADVANCEMENT THROUGH ENHANCING ACADEMIC SKILLS AND SUPPORTING DISADVANTAGE GROUPS), SMALL BUSINESS SUPPORT (REDUCING BARRIES OF OPPORTUNITY THROUGH SUPPORTING NONPROFITS THAT CREATE AND ENCOURAGE ENTREPRENEURSHIP), AND COMMUNITY ADVOCACY (SUPPORT FOR SAFE AND AFFORDABLE HOUSING, PROGRAMS THAT ASSIST WITH CHILD WELFARE, BASIC NEEDS AND OTHER HUMAN SERVICES, AND SUPPORT FOR ORGANIZATIONS THAT PROMOTE VIBRANT AND DIVERSE NEIGHBORHOODS). ALY WOLFF FOUNDATION INC 310 SOUTHING GRANGE COTTAGE GROVE WI 53527 PC NEUROENDOCRINE CANCER RESEARCH 50000 BIKES FOR KIDS WISCONSIN INC PO BOX 6594 MADISON WI 53716 PC ACCESSIBLE TRANSPORTATION EQUITY 10000 BLACK GIRL MAGIC EDUCATIONAL SERVICES INC 5309 GOLDEN LEAF TRAIL MADISON WI 53704 PC OPPORTUNITIES FOR BLACK GIRLS 15000 CENTER FOR COMMUNITY STEWARDSHIP INC 116 N FEW STREET MADISON WI 53703 PC GET KIDS OUTSIDE 3750 CENTER FOR DEAF-BLIND PERSONS 8306 W LINCOLN AVENUE WEST ALLIS WI 53219 PC SERVICES FOR DEAF-BLIND PERSONS 5000 COMMON THREADS FAMILY RESOURCE CENTER 1717 N STOUGHTON ROAD MADISON WI 53704 PC NEURODIVERSITY RESPECT 10000 COMMUNITY ACTION COALITION FOR SOUTH CENTRAL WISCONSIN INC 4101 E TOWNE BLVD MADISON WI 53704 PC END POVERTY IN SOUTH CENTRAL WISCONSIN 5000 COMMUNITY SUPPORT NETWORK 1191 N SHERMAN AVENUE MADISON WI 53704 PC DAY-TIME SERIVCES TO INDIVIDUAL WITH DEVELOPMENTAL DISABILITIES 5000 CORNERSTONES OF GRACE INC 4030 HWY N COTTAGE GROVE WI 53527 PC SUPPORT FOR WOMEN AND CHILDREN IN CRISIS 16000 DOGS IN VESTS W383 CARLIN TRAIL PALMYRA WI 53156 PC SERVICE DOGS FOR CHILDREN WITH AUTISM IN WISCONSIN 8600 EASTER SEALS WISCONSIN INC 8001 EXCELSIOR DRIVE SUITE 200 MADISON WI 53725 PC COMMUNITY RESOURCES FOR PEOPLE WITH DISABILITIES AND THEIR FAMILIES 10000 EXPO OF WISCONSIN INC (EX-INCARCERATED PEOPLE ORGANIZING) 17 APPLEGATE CT SUITE 202 MADISON WI 53713 PC CHALLENGE INJUSTICES IN WISCONSIN'S PENAL SYSTEM 10000 EXTENDED HANDS FOOD PANTRY PO BOX 7372 MADISON WI 53707 PC FOOD DISTRIBUTION SUPPORT 7700 FAMILY WORKS PROGRAMS INC 5604 MEDICAL CIRCLE MADISON WI 53719 PC LICENSE, TRAIN AND SUPPORT FOSTER PARENTS 5000 GIGI'S PLAYHOUSE MADISON 4104 MONONA DR MADISON WI 53716 PC DOWN SYNDROME SUPPORT AND ACCEPTANCE FOR FAMILIES AND COMMUNITIES 5000 GIRLS ON THE RUN 901 DEMING WAY SUITE 11 MADISON WI 53717 PC TEACH CRITICAL LIFE SKILLS 7500 GOODMAN COMMUNITY CENTER 149 WAUBESA STREET MADISON WI 53704 PC COMMUNITY RESOURCES 25000 LASSID MINISTRIES INC (AKA CONVERGENCE RESOURCE CENTER) 2323 N MAYFAIR ROAD SUITE 400 MILWAUKEE WI 53226 PC REBUILDING LIFE AFTER TRAUMA FOR FEMALE TRAFFICKING SURVIVORS 10000 LOGAN'S HEART AND SMILES PO BOX 259881 MADISON WI 53725 PC HOME MODIFICATIONS FOR ACCESSIBILITY FOR CHILDREN IN WISCONSIN 25000 LOV INC 504 S BREARLY STREET MADISON WI 53703 PC INCLUSIVENESS FOR PEOPLE WITH DISABILITIES 10000 MADISON PUBLIC SCHOOLS FOUNDATION INC 2005 W BELTLINE HIGHWAY SUITE 203 MADISON WI 53713 PC EDUCATIONAL SUPPORT 5000 MADISON READING PROJECT INC 1337 GREENWAY CROSS MADISON WI 53713 PC LITERACY RESOURCES 10000 MAYDM INC 203 S PATERSON ST SUITE 400 MADISON WI 53703 PC YOUTH DEVELOPMENT FOR STEM CAREERS FOR GIRLS AND YOUTH OF COLOR 5000 MENTORING POSITIVES 414 RETHKE AVENUE MADISON WI 53714 PC YOUTH DEVELOPMENT 10000 MONONA GROVE EDUCATION FOUNDATION 5301 MONONA DRIVE MONONA WI 53716 PC WEEKEND SNACK PACK 9700 MUSICALLY FED 8274 E DEL CADENA DRIVE SCOTTSDALE AZ 85258 PC FOOD DISTRIBUTION COORDINATION SUPPORT 10000 OPERATION FRESH START 2670 MILWAUKEE STREET MADISON WI 53704 PC EMPOWERING EMERGING ADULTS TOWARD SELF-SUFFICIENCY 20000 PLAYING FIELD INC 3910 MINERAL POINT ROAD MADISON WI 53705 PC BREAKING BARRIERS FOR HIGH QUALITY EARLY CARE AND EDUCATION 10000 ROAD HOME DANE COUNTY 890 WINGRA DRIVE MADISON WI 53715 PC SUPPORT FOR HOMELESS FAMILIES WITH CHILDREN IN MADISON 80000 SALVATION ARMY OF DANE COUNTY 630 E WASHINGTON AVE MADISON WI 53703 PC SOCIAL SERVICES FOR HUNGRY AND HOMELESS INDIVIDUALS 10000 SECOND HARVEST FOOD BANK 2802 DAIRY DRIVE MADISON WI 53718 PC COMMUNITY FOOD BANK 5000 SPECIALTY CARE FREE CLINIC 1409 EMIL STREET MADISON WI 53713 PC SPECIALTY MEDICAL CARE FOR UNINSURED PATIENTS 17400 ST LUKE'S LUTHERAN CHURCH - LUKE'S CLOSET 7337 HUBBARD AVENUE MIDDLETON WI 53562 PC CLOTHING FOR FOSTER CHILDREN AND ADOPTIVE FAMILIES 12000 TIME ON THE WATER 1821 ONACREST COURT ST PAUL MN 55117 PC FISHING TRIPS FOR VETERANS AND OTHER HEROES 20000 WAYFORWARD RESOURCES 3502 PARMENTER STREET MIDDLETON WI 53562 PC FOOD AND HOUSING SECURITY 50000 WISCONSIN WOMEN'S NETWORK 122 E OLIN AVENUE SUITE 100 MADISON WI 53713 PC ADVANCEMENT FOR WOMEN AND GIRLS IN WISCONSIN 5000 YMCA OF DANE COUNTY 711 COTTAGE GROVE ROAD MADISON WI 53716 PC COMMUNITY SUPPORT - EAST YMCA 2500 YWCA MADISON 101 E MIFFLIN STREET SUITE 100 MADISON WI 53703 PC COMMUNITY SUPPORT FOR UNHOUSED PEOPLE 25000 550150 0 14 190393 18 -14626 05 2605 0 178372 0 178372 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM AND THERESA MCGRATH 40738 N GRAND AVENUE ANTIOCH IL 60002 5000 X 2 WILLIAM NORDLAND 40402 N SOUTH NEWPORT DRIVE ANTIOCH IL 60002 5500 X 3 O'NEIL CANNON HOLLMAN DEJONG & LAING SC 111 E WISCONSIN AVE SUITE 1400 MILWAUKEE WI 53202 5000 X BAKER TILLY US, LLP 11588 11588 0 PNC BANK A 5.25% 6.28.24 49984 49984 MORGAN STANLEY 4.95% 6.30.25 50130 50130 STATE BANK OF IND 1.25% 12.30.25 46821 46821 UBS BANK USA 4.7% 6.29.26 50300 50300 WELLS FARGO BANK 4.25% 12.29.26 99773 99773 STATE BANK OF IND 1.4% 12.30.26 45862 45862 STATE BANK OF IND 1.65% 1.21.27 115378 115378 FIRST FOUNDATION 4.55% 6.29.27 50434 50434 UBS BANK USA 4.05% 12.29.27 99618 99618 MORGAN STANLEY 4.45% 6.29.28 50559 50559 WELLS FARGO BANK 4% 12.29.28 99439 99439 ALEX 5192 5192 ALNT 16102 16102 AMAL 17807 17807 AMSWA 15300 15300 AMSF 15297 15297 AMN 12280 12280 APAM 20411 20411 ATKR 20640 20640 AVNT 14134 14134 AZZ 23991 23991 BLFS 8434 8434 CRAI 12752 12752 CCBG 16687 16687 PRTX 7281 7281 CMCO 14593 14593 CRK 8584 8584 CNM 28085 28085 CCRD 5892 5892 CULP 11516 11516 DCGO 8922 8922 EMBC 13989 13989 EIG 17375 17375 EXPO 6867 6867 SRCE 17474 17474 FWRD 9682 9682 FTDR 15074 15074 GIC 19614 19614 GSL 15598 15598 HCKT 16964 16964 HAE 11458 11458 HLIO 9705 9705 HY 29665 29665 ICHR 16109 16109 INDB 12241 12241 ISSC 8462 8462 IIIN 16120 16120 TILE 15535 15535 JOUT 11752 11752 KFY 19526 19526 LGND 18141 18141 LTHM 13413 13413 MTW 16907 16907 MCFT 14173 14173 MATV 8926 8926 MGPI 14088 14088 MLKN 12273 12273 MDXG 13497 13497 MLI 17163 17163 NVEC 22902 22902 NSSC 22263 22263 NOG 8749 8749 OIL 7895 7895 OABI 12328 12328 OEC 26870 26870 OTCM 3634 3634 PGTI 31583 31583 PLXS 20869 20869 RLI 19169 19169 REYN 14547 14547 SHYF 12110 12110 SILC 7855 7855 SFM 21938 21938 SUPN 15078 15078 TTEK 16526 16526 UTMD 15160 15160 VREX 13633 13633 VIAV 4229 4229 A 95448 95448 ALSN 117056 117056 AM 34721 34721 AAPL 103004 103004 AMAT 94163 94163 AZO 103424 103424 BK 114562 114562 BAH 95037 95037 CHRW 97189 97189 COR 119531 119531 CL 106971 106971 EBAY 91384 91384 EA 103839 103839 EMR 93826 93826 FMC 57376 57376 FITB 82500 82500 FLT 106544 106544 FLX 95837 95837 IT 105109 105109 INTC 110249 110249 JNJ 101568 101568 KVUE 94237 94237 KMB 90889 90889 LEA 92069 92069 LOW 92358 92358 MCD 104075 104075 MSFT 117324 117324 PYPL 63436 63436 PNC 95232 95232 QCOM 113824 113824 DGX 104789 104789 ROK 106495 106495 SLB 57920 57920 SYY 95361 95361 TSCO 81281 81281 TTEK 118291 118291 ULTA 93588 93588 UPS 85533 85533 WRB 93138 93138 WCC 104328 104328 GWW 104415 104415 ZBRA 91839 91839 ZTS 105198 105198 IEFA 918701 918701 SPEM 314724 314724 FNWFX 144398 144398 1312715 1312715 0 0 INN (REIT) FMV 3118 3118 DOC (REIT) FMV 80991 80991 PSA (REIT) FMV 94245 94245 WEBSITE MAINTENANCE 608 0 0 SPECIAL EVENT 2023: DIRECT EXPENSE 10659 0 0 OFFICE EXPENSES 106 0 0 WDFI ANNUAL REPORT 25 0 0 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 13264 13264 CHANGE IN UNREALIZED GAIN/LOSS 1014655 ISTHMUS PARTNERS LLC 56533 56533 0 DEPT OF TREASURY 2022 990PF EXTENSION PAYMENT 1500 0 0