2026-04-14T20:56:50-05:00 2024-12-31 475175291 SEDGWICK ADVISERS LLC 21 S EVERGREEN AVE SUITE 210 ARLINGTON HEIGHTS IL 60005 990PF 2024-01-01 872641701 JOSEPH AND JAMIE STEUER FAMILY FOUNDATION JOSE 3123323682 21 S EVERGREEN AVE 210 ARLINGTON HEIGHTS IL 60005 ANNA CARDARELLA PRESIDENT 3123323682 2026-04-14 1 1 KATIE HUGHES P01611660 3123323682 2024 2025-03-06 01:10:19Z X 3864955 X X 33393 22357 67234 67234 172623 172623 6571 6571 279821 268785 0 0 0 20000 5000 15000 11209 11209 0 7476 3590 0 3716 0 3716 39431 37209 0 81832 57008 18716 239000 239000 320832 57008 257716 -41011 211777 165853 131055 131055 109382 124411 120463 2835481 2814761 3613437 3110716 3070227 3864955 0 0 X 0 0 0 0 3110716 3070227 3110716 3070227 3110716 3070227 3110716 -41011 522 3070227 0 3070227 FROM K-1 SEDGWICK STREET FUNDS P -1747 -1747 FROM K-1 SEDGWICK STREET FUNDS P 163138 163138 FROM K-1 SEDGWICK ABSOLUTE RETURN FUND P 4524 4524 FROM K-1 SEDGWICK ABSOLUTE RETURN FUND P 2993 2993 FROM K-1 SEP POINTER ILLIQUID FUND P -17 -17 FROM K-1 SEP POINTER ILLIQUID FUND P 2986 2986 FROM K-1 SEP PE 2024 P 25 25 FROM K-1 SEP PE 2024 P 721 721 172623 2944 0 2944 0 2944 6426 0 0 0 6426 0 3482 3482 0 0 0 0 0 0 0 0 0 1 1 0 1 1 WI 1 0 0 0 0 1 N/A SEDGWICK ADVISERS LLC 3123323682 21 S EVERGREEN AVE SUITE 210 ARLINGTON HEIGHTS IL 60005 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DOROTHY DEGNAN 21 S EVERGREEN AVE SUITE 210 ARLINGTON HEIGHTS IL 60005 SECRETARY, DIRECTOR 1.00 0 0 0 JOSEPH STEUER III 21 S EVERGREEN AVE SUITE 210 ARLINGTON HEIGHTS IL 60005 VICE PRESIDENT, DIRECTOR 1.00 0 0 0 JAMIE WACEK 21 S EVERGREEN AVE SUITE 210 ARLINGTON HEIGHTS IL 60005 TREASURER, DIRECTOR 1.00 0 0 0 ANNA CARDARELLA 21 S EVERGREEN AVE SUITE 210 ARLINGTON HEIGHTS IL 60005 PRESIDENT, DIRECTOR 1.00 0 0 0 TIMOTHY N THOMPSON 21 S EVERGREEN AVE SUITE 210 ARLINGTON HEIGHTS IL 60005 ASST TREASURER 2.00 0 0 0 KATIE HUGHES 21 S EVERGREEN AVE SUITE 210 ARLINGTON HEIGHTS IL 60005 ASST SECRETARY 2.00 0 0 0 ROSALIE CARDARELLA 21 S EVERGREEN AVE SUITE 210 ARLINGTON HEIGHTS IL 60005 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 3708295 185585 0 3893880 0 0 3893880 58408 3835472 191774 191774 2944 464 3408 188366 0 188366 0 188366 257716 0 257716 188366 0 0 26354 26354 257716 0 0 0 188366 69350 0 0 95704 0 0 0 0 0 0 0 95704 26354 69350 DOROTHY DEGNAN JOSEPH STEUER III JAMIE WACEK ANNA CARDARELLA ROSALIE CARDARELLA X ARC COMMUNITY SERVICES 2001 W BELTLINE HIGHWAY STE 102 MADISON WI 537132633 NONE GENERAL 25000 CATHOLIC CHARITIES - 5 DOOR RECOVERY 810 W OLIN AVE MADISON WI 53715 NONE GENERAL 1000 CYSTIC FIBROSIS FOUNDATION 400 SOUTH EXECUTIVE DRIVE STE 109 BROOKFIELD WI 53005 NONE GENERAL 1000 DUCKS UNLIMITED INC 1 WATERFOWL WAY MEMPHIS TN 38120 NONE GENERAL 1000 ELK - ENVIRONMENTAL LEARNING FOR KIDS 12680 ALBROOK DR DENVER CO 80239 NONE GENERAL 1000 EXPLORE CHILDRENS MUSEUM OF SUN PRAIRIE 1433 W MAIN ST SUN PRAIRIE WI 53590 NONE GENERAL 20000 FAITH CHRISTIAN OUTREACH CENTER 15264 NEHLS AVE EASTPOINTE MI 48021 NONE GENERAL 1000 LITERACY NETWORK 701 DANE STREET MADISON WI 53713 NONE GENERAL 50000 MICHIGAN TECHNOLOGICAL UNIVERSITY 1400 TOWNSEND DRIVE HOUGHTON MI 499311295 NONE GENERAL 1000 NATURAL RESOURCE FOUNDATION OF WISCONSIN 211 S PATERSON ST SUITE 100 MADISON WI 53703 NONE GENERAL 1000 RALLY FOUNDATION 713 18TH AVE S NASHVILLE TN 37203 NONE GENERAL 1000 RONDO CENTER OF DIVERSE EXPRESSION 315 FISK STREET SAINT PAUL MN 55104 NONE GENERAL 1000 SAFESPACE 636 MIDDLE CREEK RD 3 SEVIERVILLE TN 37862 NONE GENERAL 1000 SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN 2802 DAIRY DRIVE MADISON WI 53718 NONE GENERAL 1000 SHELTER FROM THE STORM MINISTRIES PO BOX 152 SUN PRAIRIE WI 53590 NONE GENERAL 25000 SOLID GROUND 3521 CENTURY AVENUE N WHITE BEAR LAKE MN 551105689 NONE GENERAL 30000 SUNSHINE PLACE 18 RICKEL ROAD PO BOX 307 SUN PRAIRIE WI 53590 NONE GENERAL 25000 THE COMMUNITY TABLE 320 PUTMAN ST EAU CLAIRE WI 54703 NONE GENERAL 1000 THE SHELTER FOR ABUSED WOMEN & CHILDREN PO BOX 10102 NAPLES FL 341010102 NONE GENERAL 50000 WOMENS MEDICAL FUND INC PO BOX 248 MADISON WI 53701 NONE GENERAL 1000 YMCA OF THE CHIPPEWA VALLEY 700 GRAHAM AVENUE EAU CLAIRE WI 54701 NONE GENERAL 1000 239000 0 14 33393 14 67234 18 172623 PARTNERSHIP K-1 INCOME 14 6571 0 279821 0 279821 0 0 0 0 0 0 0 0 0 0 SALLC FEES 20000 5000 15000 REASON FOR LATE FILING AND REQUEST FOR ABATEMENT OF PENALTIES AND INTEREST 990-PF THE FOUNDATION IS FILING ITS 990-PF TAX RETURN LATE FOR THE YEAR ENDED DECEMBER 31, 2024 BECAUSE THE EFILE SUBMITTED 10/01/2025 WAS REJECTED BECAUSE THE TAX PERIOD ENDING DATE DID NOT MATCH THE IRS EFILE DATABASES. THE FOUNDATION HAS ALWAYS ADOPTED A TAX PERIOD ENDING DATE OF 12/31. AFTER A CONVERSATION WITH AN IRS AGENT, THE FOUNDATION LEARNED ITS TAX PERIOD ENDING DATE WAS INADVERTENTLY AND INEXPLICABLY CHANGED BY THE IRS TO 3/31 WITHOUT THE FOUNDATION'S KNOWLEDGE. SEE ATTACHED EFILE REJECT. THE FOUNDATION IMMEDIATELY STARTED THE PROCESS OF CORRECTING THE TAX PERIOD ENDING DATE BUT WAS UNABLE TO EFILE THE RETURN UNTIL IT WAS RESOLVED. UPON ADVICE FROM AN IRS AGENT AND IN RESPONSE TO AN IRS NOTICE, THE FOUNDATION ATTEMPTED TO FAX (ON 10/3/2025) AND PAPER FILE (ON 2/17/2026) THE 2024 RETURN. HOWEVER, ON APRIL 14, 2026, AN IRS AGENT CONFIRMED THE IRS HAD STILL NOT RECEIVED A COPY OF THE 2024 RETURN. THE FOUNDATION IS PREEMPTIVELY REQUESTING THE IRS ABATE THE INTEREST AND PENALTIES FOR LATE FILING DUE TO REASONABLE CAUSE. 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