2025-11-13T14:30:46-06:00 2024-12-31 861065772 DELOITTE TAX LLP 50 SOUTH SIXTH STREET MINNEAPOLIS MN 55402 990PF 2024-01-01 396105418 TRUSTAGE FOUNDATION INC TRUS 6086657445 5910 MINERAL POINT ROAD MADISON WI 53705 CAMI DOUGLAS VP, TAX 6086657445 2025-11-13 1 0 SARAH REDDEN P00898534 6123974000 2024 2025-03-06 01:10:19Z X 16678812 X 4000000 107843 107843 496958 474595 -828655 1468643 0 3776146 582438 0 0 0 11000 0 0 150 0 150 11150 0 150 3555960 3558457 3567110 0 3558607 209036 582438 58463 84710 84710 605421 1665775 1665775 1000000 1753000 1000000 1000000 4287252 4287252 6532055 6778332 6548778 6354576 936707 1041696 1041696 14419175 14628211 16678812 0 0 X 14419175 14628211 0 0 0 0 14419175 14628211 14419175 14628211 14419175 209036 0 14628211 0 14628211 PUBLICLY TRADED SECURITIES 1468643 1544298 -75655 -75655 LOSS ON NOTE RECEIVABLE 753000 -753000 -753000 -828655 8096 0 8096 0 8096 11148 0 2000 0 13148 X 0 5052 5052 0 0 0 0 0 0 0 0 0 1 1 0 1 1 WI IA 0 0 0 0 0 1 N/A THE ORGANIZATION 6086657445 5910 MINERAL POINT ROAD MADISON WI 53705 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANGELA RUSSELL 5910 MINERAL POINT ROAD MADISON WI 53705 PRESIDENT / DIRECTOR 1.00 0 0 0 PAUL BARBATO 5910 MINERAL POINT ROAD MADISON WI 53705 SECRETARY 1.00 0 0 0 BRIAN J BORAKOVE 5910 MINERAL POINT ROAD MADISON WI 53705 TREASURER 1.00 0 0 0 KATHERINE L CASTRO 5910 MINERAL POINT ROAD MADISON WI 53705 ASSISTANT SECRETARY 1.00 0 0 0 TODD M DUNNING 5910 MINERAL POINT ROAD MADISON WI 53705 ASSISTANT TREASURER 1.00 0 0 0 JOHN CASSIDY 5910 MINERAL POINT ROAD MADISON WI 53705 DIRECTOR (START 05/24) 1.00 0 0 0 ELIZABETH MCCLUSKEY 5910 MINERAL POINT ROAD MADISON WI 53705 DIRECTOR (START 05/24) 1.00 0 0 0 DANIELLE CRUZ 5910 MINERAL POINT ROAD MADISON WI 53705 DIRECTOR 1.00 0 0 0 EMILY GNAM 5910 MINERAL POINT ROAD MADISON WI 53705 VICE PRESIDENT/DIRECTOR (END 11/24) 1.00 0 0 0 KELLY TOY 5910 MINERAL POINT ROAD MADISON WI 53705 ASSISTANT SECRETARY 1.00 0 0 0 SCOTT TRAVIS 5910 MINERAL POINT ROAD MADISON WI 53705 ASSISTANT TREASURER 1.00 0 0 0 ANGEL MCCANN-LAIR 5910 MINERAL POINT ROAD MADISON WI 53705 DIRECTOR 1.00 0 0 0 LINDA NEDELCOFF 5910 MINERAL POINT ROAD MADISON WI 53705 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 12690013 2779689 2679452 18149154 0 0 18149154 272237 17876917 893846 893846 8096 607 8703 885143 2500 887643 0 887643 3558607 0 3558607 887643 0 0 3021978 3112012 6949608 4006995 4146035 21236628 3558607 0 0 0 887643 2670964 0 0 23907592 0 0 0 0 0 0 3021978 20885614 3112012 6949608 4006995 4146035 2670964 X WORKING AGAINST VIOLENCE INC 527 QUINCY ST RAPID CITY SD 57701 PC CHARITABLE 30000 WOMENS INSTITUTE FOR A SECURE RETIREMENT 1001 CONNECTICUT AVE STE 730 WASHINGTON DC 20036 PC CHARITABLE 250 WISCONSIN HEIGHTS EDUCATION FOUNDATION INC PO BOX 176 MAZOMANIE WI 53560 PC CHARITABLE 250 WISCONSIN HEIGHTS EDUCATION FOUNDATION INC PO BOX 176 MAZOMANIE WI 53560 PC CHARITABLE 250 WISCONSIN HEIGHTS EDUCATION FOUNDATION INC PO BOX 176 MAZOMANIE WI 53560 PC CHARITABLE 250 WISCONSIN INSTITUTE FOR LEARNING DISABILITIES DYSLEXIA 811 EAST WATSHINGTON AVE UNIT 400 MADISON WI 53703 PC CHARITABLE 6000 UNITED WAY WAVERLY SHELL ROCK PO BOX 271 WAVERLY IA 50677 PC CHARITABLE 60000 WAVERLY-SHELL ROCK MIDDLE SCHOOL 501 HERITAGE WAY WAVERLY IA 50677 PC CHARITABLE 5000 THE UPLIFT FOUNDATION PO BOX 66 CUSTER WI 544230066 PC CHARITABLE 10000 NATIONWIDE CHIRLDREN'S HOSPITAL FOUNDATION 700 CHILDRENS DRIVE COLUMBUS OH 43205 PC CHARITABLE 250 TRANSFORMATIONS BY AUSTIN ANGELS 325 E PARK AVE STE 216 WATERLOO IA 50703 PC CHARITABLE 10000 THE SECOND CHANCE FUND 705 N MAIN ST LODI WI 53555 PC CHARITABLE 250 SUGAR RIVER SENIOR CENTER 21 S VINE ST BELLEVILLE WI 53508 PC CHARITABLE 250 SUGAR RIVER SENIOR CENTER 21 S VINE ST BELLEVILLE WI 53508 PC CHARITABLE 250 ST CHRISTOPHER PARISH 5313 FLAD AVENUE MADISON WI 53711 PC CHARITABLE 250 SOCIAL ACTION INC 515 BEECH STREET WATERLOO IA 50703 PC CHARITABLE 7000 SIMPSON STREET FREE PRESS PO BOX 6307 MONONA WI 53716 PC CHARITABLE 35000 SIGMAS OF CHARLOTTE FOUNDATION INC 8625 CROWN CRESCENT COURT SUITE 110 CHARLOTEE NC 28277 PC CHARITABLE 250 ROOT TO RISE INC PO BOX 5044 MADISON WI 53705 PC CHARITABLE 35000 RAPID CITY CLUB FOR BOYS 320 NORTH 4TH ST RAPID CITY SD 577011150 PC CHARITABLE 20000 PROJECT HOME INC 3841 KIPP ST MADISON WI 53718 PC CHARITABLE 10000 PROJECT FLO ASSOCIATION 1727 KENWOD AVE NEW HAMPTON WI 50659 PC CHARITABLE 250 PORCHLIGHT INC 306 N BROOKS ST MADISON WI 537151082 PC CHARITABLE 25000 OUTREACH COMMUNITY CENTER 2701 INTERNATIONAL LANE STE 101 MADISON WI 53704 PC CHARITABLE 50000 NORTH STAR COMMUNITY SERVICES 3420 UNIVERSITY AVE STE C WATERLOO IA 507012045 PC CHARITABLE 1250 MTZ CHARITABLE ORGANIZATION INC PO BOX 259933 MADISON WI 53728 PC CHARITABLE 50000 MARCHING AGAINST THE DARKNESS PO BOX 4218 WATERLOO IA 50704 PC CHARITABLE 5000 MADISON AREA COMMUNITY LAND TRUST 902 ROYSTER OAKS DR SUITE 105 MADISON WI 53714 PC CHARITABLE 10000 THE JOB FOUNDATION PO BOX 1141 CEDAR FALLS IA 50613 PC CHARITABLE 40000 THE JESSE COSBY CENTER 1112 MOBILE STREET WATERLOO IA 50613 PC CHARITABLE 70000 HOSPITALITY HOUSE OF THE CEDAR VALLEY 1003 MULBERRY ST WATERLOO IA 50703 PC CHARITABLE 15000 IOWA HEARTLAND HABITAT FOR HUMANITY 803 W 5TH ST WATERLOO IA 507022125 PC CHARITABLE 100000 GAY STRAIGHT ALLIANCE FOR SAFESCHOOLS 122 E OLIN AVE 100 MADISON WI 53713 PC CHARITABLE 65000 GRACE CHURCH 416 2ND STREET NEW GLARUS WI 53574 PC CHARITABLE 250 GIGI'S PLAYHOUSE 4104 MONONA DRIVE MADISON WI 53716 PC CHARITABLE 10000 FOUNDATION FOR DANE COUNTY PARKS 5201 FEN OAK DRIVE 208 MADISON WI 53718 PC CHARITABLE 50000 FOND DU LAC SOCCER ASSOCIATION PO BOX 1292 FOND DU LAC WI 54936 PC CHARITABLE 250 EMBRACING EXPLORATIONS 131 TOWER PARK DR SUITE 312 WATERLOO IA 50701 PC CHARITABLE 10000 DRESS FOR SUCCESS DALLAS 5580 PETERSON LN 155 DALLAS TX 75240 PC CHARITABLE 500 CROSS PLAINS LIONS CLUB FOUNDATION 2217 AMERICAN LEGION DRIVE CROSS PLAINS WI 53528 PC CHARITABLE 250 COMMUNITY LUTHERAN SCHOOL 2681 QUAIL AVE READLYN IA 50668 PC CHARITABLE 250 COMMUNITY LUTHERAN SCHOOL 2681 QUAIL AVE READLYN IA 50668 PC CHARITABLE 250 COMMUNITY LUTHERAN SCHOOL 2681 QUAIL AVE READLYN IA 50668 PC CHARITABLE 250 CLEAN LAKES ALLIANCE 150 E GILMAN ST STE 2600 MADISON WI 537031441 PC CHARITABLE 10000 CATHOLIC CHARITIES - THE BEACON 702 SOUTH HIGH POINT ROAD MADISON WI 53719 PC CHARITABLE 20000 BRIARPATCH YOUTH SERVICES INC 2720 RIMROCK RD FITCHBURG WI 53713 PC CHARITABLE 30000 BOYS & GIRLS CLUB OF THE CEDAR VALLEY 515 LIME STREET CEDAR FALLS IA 50703 PC CHARITABLE 25000 BAYVIEW FOUNDATION INC 601 BAY VIEW 601 BAYAVIEW MADISON WI 537151482 PC CHARITABLE 150000 AMERICANS FOR INDEPENDENT LIVING 4020 UNIVERSITY AVENUE WATERLOO IA 50701 PC CHARITABLE 7500 AMERICAN RED CROSS 4860 SHEBOYGAN AVE MADISON WI 53705 PC CHARITABLE 10000 ALL IN MENTORING PO BOX 260 WAVERLY IA 50677 PC CHARITABLE 30000 247 BLAC PO BOX 2031 WATERLOO IA 50704 PC CHARITABLE 80000 THE 1619 FREEDOM SCHOOL 3117 GREENHILL CIRCLE CEDAR FALLS IA 506136194 PC CHARITABLE 75000 YOURCAUSE INC 65 FAIRCHILD ST CHARLESTON SC 29492 PC CHARITABLE 509557 YMCA MADISON 101 E MIFFLIN ST MADISON WI 53703 PC CHARITABLE 150000 YMCA MADISON 101 E MIFFLIN ST MADISON WI 53703 PC CHARITABLE 25000 MIDDLETON OUTREACH MINISTRY (NKA WAYFORWARD RESOURCES) 3502 PARMENTER ST MIDDLETON WI 53562 PC CHARITABLE 40000 UNITED WAY OF DANE COUNTY 2059 ATWOOD AVE MADISON WI 53704 PC CHARITABLE 650000 UNITED WAY OF DANE COUNTY 2059 ATWOOD AVE MADISON WI 53704 PC CHARITABLE 5000 OPERATION FRESH START 2670 MILWAUKEE ST MADISON WI 53704 PC CHARITABLE 70000 ONE CITY UNITED 2012 FISER ST MADISON WI 53713 PC CHARITABLE 30400 NATIONAL CREDIT UNION FOUNDATION 99 M STREET SE SUITE 300 WASHINGTON DC 20003 PC CHARITABLE 100000 NATIONAL CREDIT UNION FOUNDATION 99 M STREET SE SUITE 300 WASHINGTON DC 20003 PC CHARITABLE 50000 LITERACY NETWORK 701 DANE STREET MADISON WI 53713 PC CHARITABLE 40000 HORIZON HIGH SCHOOL PO BOX 45045 MADISON WI 53744 PC CHARITABLE 32000 GOODMAN COMMUNITY CENTER 214 WAUBESA ST MADISON WI 53704 PC CHARITABLE 50000 THE FOUNDATION FOR BLACK WOMEN'S WELLNESS 6601 GRAND TETON PLAZA SUITE A2 MADISON WI 53719 PC CHARITABLE 250000 EAST MADISON COMMUNITY CENTER 8 STRAUBEL COURT MADISON WI 53704 PC CHARITABLE 25000 CEOS OF TOMORROW 2701 INTERNATIONAL LN 112 MADISON WI 53704 PC CHARITABLE 75000 CENTRO HISPANO INC 810 W BADGER RD MADISON WI 53713 PC CHARITABLE 50000 CEDAR VALLEY FRIENDS OF THE FAMILY PO BOX 784 WAVERLY IA 50677 PC CHARITABLE 50000 BOYS AND GIRLS CLUB OF DANE COUNTY 1818 W BELTLINE HWY MADISON WI 537132334 PC CHARITABLE 75000 BIG BROTHERS BIG SISTERS OF DANE COUNTY 2059 ATWOOD AVENUE 2 MADISON WI 53704 PC CHARITABLE 100000 ASSET BUILDERS 1228 SHERMAN AVE MADISON WI 53703 PC CHARITABLE 10000 3558457 0 14 107843 14 496958 18 -828655 0 -223854 0 -223854 0 0 0 0 0 0 0 0 0 0 X X 1 CMFG LIFE INSURANCE COMPANY 5910 MINERAL POINT ROAD MADISON WI 53705 4000000 X A COPY OF FORM 990-PF WILL BE FURNISHED TO THE ATTORNEY GENERAL IN THE STATE OF WISCONSIN. A COPY OF FORM 990-PF IS NOT REQUIRED TO BE FURNISHED TO THE ATTORNEY GENERAL IN THE STATE OF IOWA. FOREIGN BONDS 574997 584201 DOMESTIC BONDS 5973781 5770375 EQUITY SECURITIES 4287252 6532055 LIMITED PARTNERSHIP AT COST 1041696 1041696 BANK SERVICE CHARGES 150 0 150 TAXES 11000 0 0