2025-04-21T14:04:02-05:00 2023-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990PF 2022-07-01 261412296 FUND FOR WISCONSIN SCHOLARS INC FUND 6082382400 PO BOX 5506 MADISON WI 53705 KELLY RUPPEL EXECUTIVE DIRECTOR 6082382400 2025-04-03 1 1 TROY MARINE CPA P00187863 4147775500 2025-03-14 2022 2025-03-06 01:10:19Z X X 271955838 X 20 X 245982 245982 1466754 3514267 9456547 35013086 6017380 716174 139976 11885477 9917605 335751 67436 268315 163277 14913 148364 68649 9440 59209 3115 0 3505 49326 2500 36106 1580796 1403871 177392 102857 88512 0 2588 0 2588 20257 0 21927 9124 0 9951 173959 2537644 185371 2509699 4124316 912728 12937302 12977802 15447001 4124316 13890530 -3561524 5793289 105285 8106501 6976827 6976827 86323 12350 12350 16362195 16351379 16351379 245561011 247963166 247963166 3099910 652116 652116 273321225 271955838 271955838 215186 162293 58000 17500 25219 11479 298405 191272 X 273022820 271764566 273022820 271764566 273321225 271955838 273022820 -3561524 2303270 271764566 0 271764566 K-1 ACTIVITY P 3216651 3216651 3216651 PUBLICLY TRADED SECURITIES 18543526 17088332 1455194 1455194 REGIMENT CAPITAL SS FUND V P 2023-05-22 16825 16825 0 0 IR&M INTERMEDIATE FD - DISTRIBUTIONS P 2023-04-27 1000000 1000000 0 0 ACACIA INSTITUTIONAL PARTNERS - DISTRIBUTIONS P 2023-06-30 345276 345276 0 0 LEGACY VENTURE VI (QP) LLC - DISTRIBUTIONS P 2023-06-27 419606 419606 0 0 STEPSTONE SECONDARY OPPORTUNITIES FUND II - DISTRIBUTIONS P 2023-06-29 23160 23160 23160 ALPINE INVESTORS V LP - DISTRIBUTIONS P 2022-12-08 277931 277931 0 0 CENTRE LANE PARTNERS IV LP - DISTRIBUTIONS P 2022-12-21 18228 18228 0 0 LEGACY VENTURE VIII LLC - DISTRIBUTIONS P 2023-06-27 319596 319596 0 0 GENERAL ATLANTIC INVESTMENT PARTNERS 2017 LP - DISTRIBUTIONS P 2023-06-26 2535539 2535539 0 0 SIGULER GUFF SM BUYOUT OPP FD IV T LP - DISTRIBUTIONS P 2023-04-14 1075167 1075167 0 0 GENERAL ATLANTIC INVEST PTNRS 2021 - DISTRIBUTIONS P 2023-05-22 24063 24063 0 0 VR GLOBAL OFFSHORE FUND LTD P 2022-07-22 3590750 2578898 1011852 1011852 STONEHILL INSTL PARTNERS LP - DISTRIBUTIONS P 2022-07-31 3693762 3693762 0 0 WELLINGTON EMG MKT RESEARCH - DISTRIBUTION P 2023-06-27 3129657 2819134 310523 310523 6017380 80527 0 80527 0 80527 441715 0 0 0 107894 -333821 0 27367 0 27367 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 WWW.FFWS.ORG KELLY RUPPEL 6082382400 PO BOX 5506 MADISON WI 53705 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN P MORGRIDGE PO BOX 5506 MADISON WI 53705 CHAIR/TRUSTEE 5.00 0 0 0 TASHIA F MORGRIDGE PO BOX 5506 MADISON WI 53705 TRUSTEE 5.00 0 0 0 REBECCA SPLITT PO BOX 5506 MADISON WI 53705 VICE-CHAIR/TRUSTEE 2.00 12000 0 0 DAVID WARD PO BOX 5506 MADISON WI 53705 TRUSTEE 2.00 3000 0 0 MARY W GULBRANDSEN PO BOX 5506 MADISON WI 53705 SECRETARY/EXEC DIR/TRUSTEE 40.00 154241 6960 0 TED KELLNER PO BOX 5506 MADISON WI 53705 TREASURER/TRUSTEE 2.00 3000 0 0 JOHN W DANIELS JR PO BOX 5506 MADISON WI 53705 VICE-CHAIR/TRUSTEE 2.00 12000 0 0 MICHAEL LOVELL PO BOX 5506 MADISON WI 53705 TRUSTEE 2.00 9000 0 0 JOHN D MORGRIDGE PO BOX 5506 MADISON WI 53705 TRUSTEE 2.00 20000 0 0 CHRIS BRADFORD PO BOX 5506 MADISON WI 53705 TREASURER/TRUSTEE 2.00 18000 0 0 KATHARINA HEYNING PO BOX 5506 MADISON WI 53705 TRUSTEE 2.00 12000 0 0 KELLY RUPPEL PO BOX 5506 MADISON WI 53705 SECRETARY/EXEC DIR/TRUSTEE 40.00 108187 10002 7314 ANGELA SWENSON-HOLZINGER PO BOX 5506 MADISON WI 53705 MENTOR COORDINATOR 40.00 75712 24720 4921 LISA LINNEMANSTONS PO BOX 5506 MADISON WI 53705 ACCOUNTANT 12.00 59653 0 0 0 GENERAL ATLANTIC 677 WASHINGTON BLVD 8TH FLOOR STAMFORD CT 06901 INVESTMENT MANAGEMENT 526919 MARQUETTE ASSOCIATES INC 180 N LA SALLE ST SUITE 3500 CHICAGO IL 60601 INVESTMENT MANAGEMENT 195000 CLARION PARTNERS 230 PARK AVENUE NEW YORK NY 10169 INVESTMENT MANAGEMENT 129884 UNIVERSITY OF WISCONSIN SYSTEM DBA WCER 1025 W JOHNSON ST MADISON WI 53706 DATABASE DEVELOPMENT & EVALUATION SERVICES 125181 DFW CAPITAL PARTNERS 300 FRANK W BURR BLVD SUITE 5 TEANECK NJ 07666 INVESTMENT MANAGEMENT 121994 2 0 92923728 8472761 166199524 267596013 0 0 267596013 4013940 263582073 13179104 13179104 80527 80527 13098577 0 13098577 0 13098577 13890530 0 13890530 13098577 2873451 0 0 13890530 2873451 0 0 11017079 0 0 0 0 0 0 0 0 2081498 0 0 0 JOHN P MORGRIDGE TASHIA F MORGRIDGE X UNIVERSITY OF WISCONSIN SYSTEM 1860 VAN HISE HALL 1220 LINDEN DRIVE MADISON WI 53706 N/A PC STIPENDS AND NEED-BASED GRANTS FOR HIGHER EDUCATION 12812002 WISCONSIN TECHNICAL COLLEGE SYSTEM 4622 UNIVERSITY AVENUE MADISON WI 53705 N/A PC STIPENDS AND NEED-BASED GRANTS FOR HIGHER EDUCATION 1800 328 INDIVIDUAL GRANT RECIPIENTS DET VARIOUS MADISON WI 53705 NONE I GRANT RECIPIENT GRADUATION GIFTS ($500/EACH) 164000 12977802 35 INDIVIDUAL GRANT RECIPIENTS DETA VARIOUS MADISON WI 53705 NONE I GRANT RECIPIENT GRADUATION GIFTS ($500/EACH) 17500 17500 14 245982 14 1466754 18 716174 523000 -266019 18 9722566 -266019 12151476 0 11885457 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 49326 2500 36106 REASON FOR AMENDMENT FORM 990-PF, PART I, LINE 6: THE FUND FOR WISCONSIN SCHOLARS IS AMENDING ITS PRIVATE FOUNDATION RETURN FOR THE FISCAL YEAR ENDED JUNE 30, 2023, TO ACCURATELY REPORT ITS NET INVESTMENT INCOME. IN THE ORIGINAL FILING, REALIZED GAINS WERE OVERSTATED DUE TO THE INCLUSION OF DISTRIBUTIONS FROM PARTNERSHIP INVESTMENTS, WHICH SHOULD HAVE BEEN REPORTED AS NON-TAXABLE RETURNS OF CAPITAL. AS A RESULT, THE AMENDED RETURN REFLECTS A DECREASE IN NET INVESTMENT INCOME OF $1,968,863, LEADING TO A REDUCTION IN NET INVESTMENT INCOME EXCISE TAXES OF $27,367. ADDITIONALLY, THE DISTRIBUTABLE AMOUNT HAS BEEN INCREASED DUE TO THE REDUCTION IN EXCISE TAXES OWED, AS WELL AS UNDISTRIBUTED INCOME INCREASED AS A RESULT OF THE AMENDMENT OF PRIOR YEAR RETURNS.PART I, LINE 7, CAPITAL GAIN, COLUMN (B)- DECREASED BY $1,968,863PART I, LINE 27B, NET INVESTMENT INCOME - DECREASED BY $1,968,863PART VI, LINE 1, EXCISE TAX - DECREASED BY $27,367PART XI, LINE 2A, TAX ON INVESTMENT INCOME - DECREASED BY $27,367PART XI, LINE 7, DISTRIBUTABLE AMOUNT - INCREASED BY $27,367PART XII, LINE 2, COLUMN (C) - INCREASED BY $146,160 ACTIVISION BLIZZARD INC 75027 75027 ACUITY BRANDS INC 112525 112525 ACUSHNET HOLDINGS CORP 297733 297733 AERCAP HOLDINGS NV 241376 241376 ALLSTATE CORP/THE 88868 88868 AMERICAN EAGLE OUTFITTERS INC 83898 83898 AMETEK INC 108460 108460 ARCH CAPITAL GROUP LTD 74102 74102 ARMSTRONG WORLD INDUSTRIES INC 91825 91825 ARROW ELECTRONICS INC 183334 183334 ARTISAN PARTNERS ASSET MANAGEM 180276 180276 ASPEN TECHNOLOGY INC 113304 113304 ATMOS ENERGY CORP 91909 91909 ATRION CORP 64490 64490 AXALTA COATING SYSTEMS LTD 229670 229670 BANCFIRST CORP 137080 137080 BAXTER INTERNATIONAL INC 144653 144653 BROOKFIELD ASSET MANAGEMENT LT 129541 129541 BWX TECHNOLOGIES INC 379679 379679 CADENCE BANK 134043 134043 CARMAX INC 154008 154008 CARTER'S INC 246840 246840 CBOE GLOBAL MARKETS INC 110408 110408 CBRE GROUP INC 139628 139628 CLEARWATER ANALYTICS HOLDINGS 50340 50340 COMPASS MINERALS INTERNATIONAL 124610 124610 CORVEL CORP 248454 248454 DENTSPLY SIRONA INC 139670 139670 DEVON ENERGY CORP 66661 66661 DISCOVER FINANCIAL SERVICES 99323 99323 DONALDSON CO INC 83201 83201 DRIL-QUIP INC 7726 7726 ECOVYST INC 221178 221178 ELANCO ANIMAL HEALTH INC 248482 248482 EMCOR GROUP INC 437189 437189 ESAB CORP 155903 155903 ESSENT GROUP LTD 152568 152568 FACTSET RESEARCH SYSTEMS INC 191511 191511 FIDELITY NATIONAL FINANCIAL IN 140040 140040 FIRST HAWAIIAN INC 170987 170987 FTI CONSULTING INC 438982 438982 GATES INDUSTRIAL CORP PLC 85598 85598 GENTEX CORP 168245 168245 GILDAN ACTIVEWEAR INC 157009 157009 GLACIER BANCORP INC 42080 42080 GLOBE LIFE INC 165526 165526 GRACO INC 282278 282278 GRAPHIC PACKAGING HOLDING CO 209061 209061 HANESBRANDS INC 46671 46671 HASBRO INC 152598 152598 HELEN OF TROY LTD 180393 180393 INFINERA CORP 198030 198030 INGREDION INC 276530 276530 INTEGRA LIFESCIENCES HOLDINGS 109817 109817 JACK HENRY & ASSOCIATES INC 103744 103744 KFORCE INC 97248 97248 LABORATORY CORP OF AMERICA HOL 132732 132732 LANDSTAR SYSTEM INC 280531 280531 LCI INDUSTRIES 176651 176651 LIBERTY MEDIA CORP-LIBERTY BRA 241682 241682 LIONS GATE ENTERTAINMENT CORP 206663 206663 LIVENT CORP 139893 139893 LKQ CORP 64097 64097 M&T BANK CORP 95295 95295 MADISON SQUARE GARDEN SPORTS C 216258 216258 MANHATTAN ASSOCIATES INC 355786 355786 MARKEL GROUP INC 96823 96823 MKS INSTRUMENTS INC 132963 132963 MOELIS & CO 214458 214458 MOHAWK INDUSTRIES INC 205288 205288 OMNICOM GROUP INC 170319 170319 OPEN TEXT CORP 162876 162876 PERRIGO CO PLC 114412 114412 PNC FINANCIAL SERVICES GROUP I 66760 66760 PRICESMART INC 95760 95760 PRIMERICA INC 389785 389785 RB GLOBAL INC 134820 134820 RBC BEARINGS INC 200507 200507 RENAISSANCERE HOLDINGS LTD 78338 78338 RIGHTMOVE PLC 203270 203270 RLI CORP 161444 161444 SENSATA TECHNOLOGIES HOLDING 256443 256443 SIMPSON MANUFACTURING CO INC 424780 424780 STANLEY BLACK & DECKER INC 122760 122760 STATE STREET CORP 176730 176730 TE CONNECTIVITY LTD 192019 192019 TELEFLEX INC 140619 140619 TOPGOLF CALLAWAY BRANDS CORP 89325 89325 TORO CO/THE 223223 223223 TREEHOUSE FOODS INC 125949 125949 UFP INDUSTRIES INC 28338 28338 ULTRA CLEAN HOLDINGS INC 274989 274989 URBAN OUTFITTERS INC 135833 135833 VAREX IMAGING CORP 225093 225093 WARNER MUSIC GROUP CORP 91315 91315 WATTS WATER TECHNOLOGIES INC 267143 267143 WHIRLPOOL CORP 92250 92250 WILLIAMS COS INC/THE 137046 137046 WOODWARD INC 145783 145783 ACACIA INST'L PARNTERS FMV 444747 444747 ALPINE INVESTORS V FMV 4265436 4265436 BAIN CAP DIST & SS 2013 FMV 508798 508798 BGF 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