2024-10-29T15:24:19-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP PO BOX 7398 MADISON WI 537077398 990PF 2023-01-01 391918462 SUB-ZERO GROUP FOUNDATION INC C/O SUB-ZERO GROUP INC SUB- 6082712233 4717 HAMMERSLEY ROAD MADISON WI 537112708 JAMES J BAKKE PRESIDENT/DIRECTOR 6082712233 2024-10-29 1 1 BRIGID ELLIOTT-BOGER CPA P00089494 6082496622 2024-10-28 2023 2024-10-15 13:58:12Z X X 5809152 X X 146442 146442 47530 1035937 47530 193972 193972 0 0 0 5000 2500 2500 39094 14844 24250 1936 1936 0 40 0 40 46070 19280 26790 867020 867020 913090 19280 893810 -719118 174692 339801 195458 195458 711106 749981 749981 3231105 3226653 3226653 1622643 1637060 1637060 5904655 5809152 5809152 0 0 X 0 0 0 0 5904655 5809152 5904655 5809152 5904655 5809152 5904655 -719118 623615 5809152 0 5809152 PUBLICLY TRADED SECURITIES P 1031652 988407 43245 43245 CAPITAL GAINS DIVIDENDS P 4285 4285 4285 47530 2428 0 2428 0 2428 2920 0 2500 0 5420 0 2992 2992 0 0 0 0 0 0 0 0 1 0 0 1 1 WI 1 0 0 0 0 1 N/A SANDRA S VAN SLYKE 6082712233 4717 HAMMERSLEY ROAD MADISON WI 537112708 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 JAMES J BAKKE 4717 HAMMERSLEY ROAD MADISON WI 537112708 PRESIDENT 1.00 0 0 0 DEBORAH A SCHWARTZ 4717 HAMMERSLEY ROAD MADISON WI 537112708 VICE PRESIDENT 1.00 0 0 0 SANDRA S VAN SLYKE 4717 HAMMERSLEY ROAD MADISON WI 537112708 TREASURER 1.00 0 0 0 BLAINE R RENFERT 4717 HAMMERSLEY ROAD MADISON WI 537112708 SECRETARY/GENERAL COUNSEL, DIRECTOR 1.00 0 0 0 SUSAN A BAKKE 4717 HAMMERSLEY ROAD MADISON WI 537112708 DIRECTOR 1.00 0 0 0 FREDERICK P SCHWARTZ 4717 HAMMERSLEY ROAD MADISON WI 537112708 DIRECTOR 1.00 0 0 0 MAGGIE M PASCALY 4717 HAMMERSLEY ROAD MADISON WI 537112708 EXECUTIVE DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 5458702 207258 0 5665960 0 0 5665960 84989 5580971 279049 279049 2428 2428 276621 0 276621 0 276621 893810 0 893810 276621 0 0 865031 865031 893810 0 0 0 276621 617189 0 0 1482220 0 0 0 0 0 0 0 1482220 865031 617189 SANDRA S VAN SLYKE 4717 HAMMERSLEY ROAD MADISON WI 537112708 6082712233 SUBMIT LETTER OF APPLICATION INDICATING CHARITABLE PURPOSE FOR FUND USAGE. NONE PRINCIPAL AREA OF FOCUS: SUPPORT FOR SOCIAL SERVICES FOR PEOPLE IN NEED, ESPECIALLY CHILDREN, IN OR NEAR DANE COUNTY, WISCONSIN. 265 FOUNDATION 2935 S FISH HATCHERY ROAD PMB 177 FITCHBURG WI 53711 N/A PC UNRESTRICTED CHARITABLE GRANT 5000 AGRACE HOSPICECARE INC 5395 E CHERYL PARKWAY MADISON WI 53711 N/A PC UNRESTRICTED CHARITABLE GRANT 25000 ALDO LEOPOLD NATURE CENTER 330 FEMRITE DRIVE MONONA WI 53719 N/A PC UNRESTRICTED CHARITABLE GRANT 1000 AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC 20006 N/A PC UNRESTRICTED CHARITABLE GRANT 110170 APPARO ACADEMY 3104 SKINNER MILL RD AUGUSTA GA 30909 N/A PC UNRESTRICTED CHARITABLE GRANT 10000 ARTHRITIS FOUNDATION 1330 W PEACHTREE ST NW ATLANTA GA 30309 N/A PC UNRESTRICTED CHARITABLE GRANT 1500 ARTS FOR ALL WISCONSIN 1709 ABERG AVENUE SUITE 1 MADISON WI 53704 N/A PC UNRESTRICTED CHARITABLE GRANT 2500 BABIES AND BEYOND 1922 S STOUGHTON RD MADISON WI 53716 N/A PC UNRESTRICTED CHARITABLE GRANT 2500 BADGER PRAIRIE NEEDS NETWORK 1200 E VERONA AVE VERONA WI 53593 N/A PC UNRESTRICTED CHARITABLE GRANT 500 BEAT CANCER TODAY INC 415 12TH AVE SE CEDAR RAPIDS IN 52401 N/A PC UNRESTRICTED CHARITABLE GRANT 500 BIG BROTHERS AND BIG SISTERS OF DANE COUNTY 2059 ATWOOD AVENUE SUITE 2 MADISON WI 53704 N/A PC UNRESTRICTED CHARITABLE GRANT 10000 BOYS AND GIRLS CLUB OF DANE COUNTY INC 1818 W BELTLINE HIGHWAY MADISON WI 53713 N/A PC UNRESTRICTED CHARITABLE GRANT 2500 BRIARPATCH YOUTH SERVICES 2720 RIMROCK ROAD FITCHBURG WI 537133337 N/A PC UNRESTRICTED CHARITABLE GRANT 2500 CARENET PREGNANCY CENTER OF DANE COUNTY 1350 MACARTHUR ROAD MADISON WI 53714 N/A PC UNRESTRICTED CHARITABLE GRANT 1000 CATHOLIC CHARITIES MADISON 702 S HIGH POINT ROAD SUITE 201 MADISON WI 53719 N/A PC UNRESTRICTED CHARITABLE GRANT 500 CLEAN LAKES ALLIANCE 150 E GILMAN STREET SUITE 2600 MADISON WI 53703 N/A PC UNRESTRICTED CHARITABLE GRANT 2000 DANE COUNTY LIBRARY SERVICE 1874 S STOUGHTON ROAD MADISON WI 53716 N/A PC UNRESTRICTED CHARITABLE GRANT 500 EASTER SEALS WISCONSIN INC 8001 EXCELSIOR DRIVE SUITE 200 MADISON WI 53717 N/A PC UNRESTRICTED CHARITABLE GRANT 5000 ED NEBBINS FOUNDATION PO BOX 930248 VERONA WI 535932270 N/A PC UNRESTRICTED CHARITABLE GRANT 500000 EDGERTON OUTREACH 106 S MAIN ST EDGERTON WI 53534 N/A PC UNRESTRICTED CHARITABLE GRANT 1000 FELLOWSHIP OF CHRISTIAN ATHLETES 8701 LEEDS RD KANSAS CITY MO 64129 N/A PC UNRESTRICTED CHARITABLE GRANT 1000 FIRST TEE 11350 W THEODORE TRECKER WAY WEST ALLIS WI 53214 N/A PC UNRESTRICTED CHARITABLE GRANT 5000 GIGI'S PLAYHOUSE 2350 WEST HIGGINS ROAD HOFFMAN ESTATES IL 60169 N/A PC UNRESTRICTED CHARITABLE GRANT 5000 GIRL SCOUTS OF WISCONSIN-BADGERLAND 4801 S BILTMORE LN MADISON WI 53718 N/A PC UNRESTRICTED CHARITABLE GRANT 500 GLACIER'S EDGE COUNCIL - BOY SCOUTS OF AMERICA 5846 MANUFACTURERS DRIVE MADISON WI 53704 N/A PC UNRESTRICTED CHARITABLE GRANT 500 GOODMAN COMMUNITY CENTER 149 WAUBESA STREET MADISON WI 53704 N/A PC UNRESTRICTED CHARITABLE GRANT 25000 HABITAT FOR HUMANITY OF DANE COUNTY 3101 LATHAM DRIVE MADISON WI 53716 N/A PC UNRESTRICTED CHARITABLE GRANT 1000 ITALIAN WORKMEN'S CLUB 914 REGENT STREET MADISON WI 53715 N/A PC UNRESTRICTED CHARITABLE GRANT 500 JDRF WISCONSIN CHAPTER 434 S YELLOWSTONE DRIVE SUITE 201 MADISON WI 53719 N/A PC UNRESTRICTED CHARITABLE GRANT 25000 JUNIOR ACHIEVEMENT 11111 W LIBERTY DR MILWAUKEE WI 53224 N/A PC UNRESTRICTED CHARITABLE GRANT 2500 KAMMER FAMILY FOUNDATION 6418 NORMANDY LANE SUITE 220 MADISON WI 53719 N/A PF UNIVERSITY AVENUE CHRISTMAS LIGHTS 500 KEEP WISCONSIN WARMCOOL FUND PO BOX 68 MADISON WI 53701 N/A PC UNRESTRICTED CHARITABLE GRANT 2000 LITERACY NETWORK 701 DANE ST MADISON WI 53713 N/A PC UNRESTRICTED CHARITABLE GRANT 2500 LUSSIER COMMUNITY EDUCATION CENTER 55 S GAMMON ROAD MADISON WI 53717 N/A PC UNRESTRICTED CHARITABLE GRANT 500 MACC FUND 10000 W INNOVATION DR STE 135 MILWAUKEE WI 53226 N/A PC UNRESTRICTED CHARITABLE GRANT 7500 MADISON YOUTH CHOIRS 1055 E MIFFLIN STREET MADISON WI 53703 N/A PC UNRESTRICTED CHARITABLE GRANT 500 MAKE-A-WISH FOUNDATION 1702 E HIGHLAND AVENUE SUITE 400 PHOENIX AZ 85016 N/A PC UNRESTRICTED CHARITABLE GRANT 3000 MARC FOUNDATION 805 FORWARD DRIVE MADISON WI 53711 N/A PC UNRESTRICTED CHARITABLE GRANT 1000 NEHEMIAH COMMUNITY DEVELOPMENT CORPORATION 633 W BADGER RD MADISON WI 53713 N/A PC UNRESTRICTED CHARITABLE GRANT 500 OPERATION FRESH START 2670 MILWAUKEE STREET MADISON WI 53704 N/A PC UNRESTRICTED CHARITABLE GRANT 1000 PORCHLIGHT INC 306 N BROOKS STEET MADISON WI 53715 N/A PC UNRESTRICTED CHARITABLE GRANT 1000 REAP FOOD GROUP 306 E WILSON STREET 2W MADISON WI 53703 N/A PC UNRESTRICTED CHARITABLE GRANT 1000 RIVER FOOD PANTRY 2201 DARWIN ROAD MADISON WI 53704 N/A PC UNRESTRICTED CHARITABLE GRANT 1000 ROAD HOME DANE COUNTY 890 W WINGRA DRIVE MADISON WI 53715 N/A PC UNRESTRICTED CHARITABLE GRANT 2500 RSVP OF DANE COUNTY 6501 WATTS ROAD SUITE 250 MADISON WI 53719 N/A PC UNRESTRICTED CHARITABLE GRANT 500 SALVATION ARMY OF DANE COUNTY 630 E WASHINGTON AVENUE MADISON WI 53703 N/A PC UNRESTRICTED CHARITABLE GRANT 5000 SOCIETY OF ST VINCENT DE PAUL 2033 FISH HATCHERY ROAD MADISON WI 53713 N/A PC UNRESTRICTED CHARITABLE GRANT 5000 THE PLAYING FIELD 3910 MINERAL POINT RD MADISON WI 53705 N/A PC UNRESTRICTED CHARITABLE GRANT 5000 UNITED WAY OF DANE COUNTY 2059 ATWOOD AVENUE MADISON WI 53704 N/A PC UNRESTRICTED CHARITABLE GRANT 72000 WISCONSIN 4-H FOUNDATION 702 LANGDON ST MADISON WI 53706 N/A PC UNRESTRICTED CHARITABLE GRANT 500 WISCONSIN COUNIL OF THE BLIND AND VISUALLY IMPAIRED 754 WILLIAMSON ST MADISON WI 53703 N/A PC UNRESTRICTED CHARITABLE GRANT 500 WISCONSIN PHILANTHROPY NETWORK 790 N MILWAUKEE ST MILWAUKEE WI 53202 N/A PC UNRESTRICTED CHARITABLE GRANT 2500 WISCONSIN VETERANS MUSEUM FOUNDATION INC 30 W MIFFLIN STREET SUITE 200 MADISON WI 53703 N/A PC UNRESTRICTED CHARITABLE GRANT 500 YMCA OF DANE COUNTY 5515 MEDICAL CIR MADISON WI 53719 N/A PC UNRESTRICTED CHARITABLE GRANT 350 YWCA MADISON INC 101 E MIFFLIN STREET MADISON WI 53703 N/A PC UNRESTRICTED CHARITABLE GRANT 1000 867020 0 14 146442 18 47530 0 193972 0 193972 0 0 0 0 0 0 0 0 0 0 BT INVESTING CONSULTING 5000 2500 2500 KAMMER FAMILY FOUNDATION INC 6418 NORMANDY LANE SUITE 220 MADISON WI 53719 2023-12-07 500 UNIVERSITY AVENUE HOLIDAY LIGHTS 500 NONE DECEMBER 20, 2023 2023-12-20 FUNDS WERE PROPERLY USED FOR HOLIDAY LIGHTS. GOLDMAN SACHS CORPORATE FIXED INCOME 1637060 1637060 ISHARES S&P 500 INDEX FUND 2049070 2049070 ISHARES RUSSELL 2000 SMALL-CAP INDEX FUND 311547 311547 ISHARES MSCI EAFE INTERNATIONAL INDEX FUND 784462 784462 SSGA EMERGING MARKETS EQUITY INDEX FUND 81574 81574 749981 749981 0 0 FILING FEES 40 0 40 CHANGE IN UNREALIZED GAIN 623615 GS INVESTMENT FEES 14844 14844 0 OTHER PROFESSIONAL SERVICES 24250 0 24250 FOREIGN TAX PAID ON INVESTMENT INCOME 1936 1936 0