2024-10-09T10:14:29-05:00 2023-12-31 990PF 2023-01-01 391433726 We Energies Foundation Inc % BRYAN OLSON WEEN 4142212107 231 W Michigan Street Milwaukee WI 53203 WILLIAM GUC TREASURER/SECRETARY 4142212997 2024-10-07 true 2023 2024-10-15 13:58:12Z X 84175202 X 18353887 1590619 1589816 2167817 15549729 2199046 4446 13651 22116769 3802513 59109 59109 107661 107661 139960 139960 50245 9585 3739 223492 183038 593791 322998 166770 14606325 14606325 15200116 322998 14773095 6916653 3479515 138389 2654100 2654100 1340751 2265547 2265547 615195 701640 701640 47140583 58061305 58061305 12014430 15066170 15066170 3585807 4416633 4416633 516495 1009807 1009807 65351650 84175202 84175202 42040 82757 42040 82757 X 56070161 72209903 9239450 11882542 65309611 84092445 65351651 84175202 65309611 6916653 12498161 84724425 631980 84092445 PUBLICILY TRADED SECURITIES P 15549729 13317732 2231997 2231997 WISCONSIN SUPER ANGEL FUND P -48804 COMMONFUND GLOBAL P 1191 COMMONFUND GLOBAL P 16552 GROSVENOR P 82 GROSVENOR P -8490 NVNG FUND I P -2414 NVNG FUND I P 1669 COMMONFUND VENTURE P -37 COMMONFUND VENTURE P 1464 COMMONFUND ENVIRONMENT P -3 COMMONFUND ENVIRONMENT P -828 GENERATION GROWTH CAPITAL I P 4781 GENERATION GROWTH CAPITAL II P 1886 2199046 1949471 48365 48365 48365 60405 0 10000 70405 22040 22040 false false false false false true true false true true true false true false false true www.we-energies.com/foundation BRYAN OLSON 9204332665 231 W MICHIGAN STREET MILWAUKEE WI 53203 false false false true true false false false false false true false false false false false true true false false true false false false false M BETH STRAKA 231 W Michigan Street Milwaukee WI 53203 PRESIDENT/DIRECTOR 0 59109 0 0 WILLIAM J GUC 231 W Michigan Street Milwaukee WI 53203 TREASURER/SECRETARY 0 0 0 0 MARGARET C KELSEY 231 W Michigan Street Milwaukee WI 53203 SECRETARY/DIRECTOR 0 0 0 0 GALE E KLAPPA 231 W Michigan Street Milwaukee WI 53203 DIRECTOR 0 0 0 0 SCOTT J LAUBER 231 W Michigan Street Milwaukee WI 53203 DIRECTOR 0 0 0 0 PAUL J SPICER 231 W Michigan Street Milwaukee WI 53203 DIRECTOR 0 0 0 0 DANIELLE L BLY 231 W Michigan Street Milwaukee WI 53203 DIRECTOR 0 0 0 0 XIA LIU 231 W Michigan Street Milwaukee WI 53203 VICE PRESIDENT/DIRECTOR 0 0 0 0 GENERATION GROWTH CAPITAL FUND III INVEST IN MINORITY LED BUSINESSES IN WI AND BUSINESSES THAT BENEFIT LOW TO MODERATE INCOME RESIDENTS IN WISCONSIN. 20189 GENERATION GROWTH CAPITAL FUND IV L.P. INVEST IN MINORITY LED BUSINESSES IN WI AND BUSINESSES THAT BENEFIT LOW TO MODERATE INCOME RESIDENTS IN WISCONSIN 513810 533999 71523776 4542797 0 76066573 0 76066573 1140999 74925574 3746279 3746279 48365 48365 3697914 3697914 3697914 14773095 533999 0 0 0 15307094 3697914 0 2021 2020 2019 0 4726173 5101677 5907445 5753403 8414153 29902851 15307094 0 3697914 11609180 41512031 0 0 0 0 4726173 36785858 5101677 5907445 5753403 8414153 11609180 We Energies Foundation 231 W Michigan Street Milwaukee WI 54166 4142212107 A LETTER REQUESTING THE FUNDS SHOULD INCLUDE THE PURPOSE AND ACTIVITIES OF THE REQUESTOR AND HOW THE FUNDS ARE TO BE USED. NONE PREFERENCE IS GIVEN TO QUALIFIED RECIPIENTS WITHIN THE WE-ENERGIES TERRITORY. HOWEVER, GRANTS MAY BE MADE TO OTHER STATES. CONTRIBUTIONS SEE ATTACHED SEE ATTACHED WI 53203 SEE ATTACHED PART XIV 3A CONTRIBUTIONS PAID DURING YEAR 14606325 14606325 See Attached SEE ATTACHED SEE ATTACHED WI 53203 SEE ATTACHED PART XIV 3B FUTURE PAYMENTS 0 11882542 CONTRIBUTIONS RECEIVED 18353887 14 1590619 18 2167817 PARTNERSHIP INCOME 4446 22116769 22116769 false false false false false false false false false true WPSC MASTER TRUST BENEFIT 501(C)(9) COMMON GOVERNING BODIES PELLC BARGAINING BENEFIT 501(C)(9) COMMON GOVERNING BODIES WEC LIFE INSUR BENEFIT 501(C)(9) COMMON GOVERNING BODIES WEC MEDICAL BENEFIT 501(C)(9) COMMON GOVERNING BODIES EMPLOYEE MUTUAL BENEFIT 501(C)(8) COMMON GOVERNING BODIES X X 1 Wisconsin Electric Power Company 231 W Michigan Street Milwaukee WI 53203 18000000 X 2 WEC Energy Group Inc 231 W Michigan Street Milwaukee WI 53203 353887 X ACCOUNTING SERVICES BAIRD TAXABLE BONDS 15066170 15066170 VANGUARD TOTAL STOCK INDEX 1692974 1692974 BAIRD MUTUAL FUNDS 2855457 2855457 BAILARD PRIVATE 4162686 4162686 COMMON STOCK 49350188 49350188 701640 701640 CAPITAL MIDWEST FUND II FMV 1058110 1058110 WISCONSIN SUPER ANGEL FUND FMV 69649 69649 GROSVENOR GCM PEP 2020 FMV 1131647 1131647 COMMONFUND GPE III FMV 1211872 1211872 COMMONFUND CVP XIV FMV 192119 192119 NVNG FUND I LP FMV 197870 197870 COMMONFUND CES PARTNERS FMV 305366 305366 INGANTEC EQUITY FMV 250000 250000 LEGAL FEES ON GENERATION GROWTH CAP FUND I 231559 231043 231043 GENERATION GROWTH CAP FUND II 53381 43915 43915 GENERATION GROWTH CAP FUND III 231555 221039 221039 GENERATION GROWTH CAP FUND IV 513810 513810 UNREALIZED LOSSES 631980 DUES & FEES 896 SCHOLARSHIP PROGRAM FEES 16905 COMPUTER EXPENSE 26882 K-1 GENERATION GROWTH CAPITAL 516 2280 K-1 GENER GROWTH CAPITAL II 692 1377 K-1 GENER GROWTH CAPITAL III 30164 9539 K-1 CAPITAL MIDWEST FUND II 10209 -17493 K-1 WSAF, LP 3563 5 BANK CHARGES MISCELLANEOUS EXPENSE 1089 K-1 COMMONFUND GLOBAL 52640 64213 K-1 GCM GROSVENOR 34088 52911 K-1 COMMONFUND VENTURE 9814 14177 K-1 NVNG FUND 22521 28378 K-1 COMMONFUND ENVIRONMENTAL 13513 16098 K-1 GENER GROWTH CAPITAL IV 11553 Interest from tax refund Other Income from Partnerships 4446 13651 UNREALIZED GAINS 12498161 WISCONSIN SUPER ANGEL FUND INVESTMENT MANAGEMENT FEE 139960 139960 TAX EXPENSE 50245