2025-10-14T15:40:26-05:00 2024-12-31 990PF 2024-01-01 391433726 We Energies Foundation Inc % BRYAN OLSON WEEN 4142212107 231 W Michigan Street Milwaukee WI 53203 WILLIAM GUC TREASURER/SECRETARY 4142212997 2025-10-01 true 2024 2025-03-06 01:10:19Z X 87646459 X 751124 1617377 1628499 5744692 20102059 5939694 32734 69422 8145927 7637615 65623 65623 115568 115568 152222 152222 123272 7258 9859 255265 260497 729067 412719 181191 11449373 11449373 12178440 412719 11630564 -4032513 7224896 0 2654100 676367 676367 2265547 5848306 5848306 701640 662031 662031 58061305 58490945 58490945 15066170 15812245 15812245 4416633 5052467 5052467 1009807 1104098 1104098 84175202 87646459 87646459 82757 77794 82757 77794 X 72209903 68395201 11882542 19173464 84092445 87568665 84175202 87646459 84092445 -4032513 7572871 87632803 64138 87568665 PUBLICLY TRADED SECURITIES P 15791531 10553912 5237619 5237619 PUBLICLY TRADED SECURITIES P 4310528 3770504 540024 540024 GENERATION GROWTH CAPTIAL I P 2922 GENERATION GROWTH CAPITAL II P 1694 COMMONFUND GLOBAL P 55 COMMONFUND GLOBAL P 84410 GROSVENOR P -77 GROSVENOR P 62010 NVNG FUND I P 4938 NVNG FUND I P 420 COMMONFUND VENTURE P 71 COMMONFUND VENTURE P 3010 COMMMONFUND ENVIRONMENT P -170 COMMONFUND ENVIRONMENT P 2768 5939694 544841 100426 100426 100426 142040 0 10000 152040 51614 51614 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 65623 0 0 WILLIAM J GUC 231 W Michigan Street Milwaukee WI 53203 TREASURER 0 0 0 0 MARGARET C KELSEY 231 W Michigan Street Milwaukee WI 53203 SECRETARY/DIRECTOR 0 0 0 0 SCOTT J LAUBER 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 Michael W Hooper 231 W Michigan Street Milwaukee WI 53203 Director 0 0 0 0 Kyle A Hoops 231 W Michigan Street Milwaukee WI 53203 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. 8506 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 101658 110164 75789606 3977392 0 79766998 0 79766998 1196505 78570493 3928525 3928525 100426 100426 3828099 3828099 3828099 11630564 110164 0 0 0 11740728 3828099 0 2022 2021 2020 0 5101677 5907445 5753403 8414153 11609180 36785858 11740728 0 3828099 7912629 44698487 0 0 0 0 5101677 39596810 5907445 5753403 8414153 11609180 7912629 We Energies Foundation 231 W Michigan Street Milwaukee WI 54166 4142212107 foundation@we-energies.com 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 11449373 11449373 See Attached SEE ATTACHED SEE ATTACHED WI 53203 SEE ATTACHED PART XIV 3B FUTURE PAYMENTS 0 19173464 CONTRIBUTIONS RECEIVED 751124 14 1617377 18 5744692 PARTNERSHIP INCOME 32445 MISCELLANEOUS INCOME 289 8145927 8145927 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 600000 X 2 Wisconsin Electric Power Company 231 W Michigan Street Milwaukee WI 53203 151124 X ACCOUNTING SERVICES BAIRD TAXABLE BONDS 15812245 15812245 VANGUARD TOTAL STOCK INDEX 1566669 1566669 BAIRD MUTUAL FUNDS 2790416 2790416 BAILARD PRIVATE 4046416 4046416 COMMON STOCK 50087444 50087444 662031 662031 CAPITAL MIDWEST FUND II FMV 1075613 1075613 WISCONSIN SUPER ANGEL FUND FMV 20937 20937 GROSVENOR GCM PEP 2020 FMV 1154946 1154946 COMMONFUND GPE III FMV 1339247 1339247 COMMONFUND CVP XIV FMV 309788 309788 NVNG FUND I LP FMV 337195 337195 COMMONFUND CES PARTNERS FMV 364741 364741 INGANTEC EQUITY FMV 450000 450000 LEGAL FEES ON GENERATION GROWTH CAP FUND I 231043 233587 233587 GENERATION GROWTH CAP FUND II 43915 46429 46429 GENERATION GROWTH CAP FUND III 221039 220006 220006 GENERATION GROWTH CAP FUND IV 513810 604076 604076 UNREALIZED LOSSES 64138 DUES & FEES 5078 SCHOLARSHIP PROGRAM FEES 17430 COMPUTER EXPENSE 30885 K-1 GENERATION GROWTH CAPITAL 2280 2262 K-1 GENER GROWTH CAPITAL II 1377 1013 K-1 GENER GROWTH CAPITAL III 9539 9067 K-1 CAPITAL MIDWEST FUND II 5 33358 K-1 WSAF, LP 5 BANK CHARGES MISCELLANEOUS EXPENSE 40 K-1 COMMONFUND GLOBAL 65496 77529 K-1 GCM GROSVENOR 52747 61056 K-1 COMMONFUND VENTURE 14351 14618 K-1 NVNG FUND 28352 33815 K-1 COMMONFUND ENVIRONMENTAL 16127 14714 K-1 GENER GROWTH CAPITAL IV 11553 13065 Interest from tax refund 289 Other Income from Partnerships 32445 69422 UNREALIZED GAINS 7572871 WISCONSIN SUPER ANGEL FUND INVESTMENT MANAGEMENT FEE 152222 152222 TAX EXPENSE 123272