US VENTURE-SCHMIDT FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- US VENTURE-SCHMIDT FAMILY FOUNDATION INC (EIN 39-1540933)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-25
- IRS object ID
- 202442079349100824
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-25T16:24:49-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3850 N ALVIN STREET PO BOX 2459 | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 549122459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391540933 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US VENTURESCHMIDT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | USVE | BusinessNameControlTxt |
| Phone | 9208318818 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 BETTER WAY | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54915 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMBER SIMONDS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9208318818 | PhoneNum |
| Signature | 2024-07-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMBER | PersonFirstNm |
| Person Last | SIMONDS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHAD DERENNE CPA | PreparerPersonNm |
| PTIN | P00973948 | PTIN |
| Phone | 9207337385 | PhoneNum |
| Preparation | 2024-07-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,525,829 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,600,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $146,227 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $146,227 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $109,420 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,855,951 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $109,420 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,855,647 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $255,647 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,248 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,248 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,401 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,401 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $873 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $873 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,322 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,649 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,673 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,325,315 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,325,315 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,359,637 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,649 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,327,988 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $496,010 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $223,998 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $135,215 | CashBOYAmt |
| Cash EOY | $852,659 | CashEOYAmt |
| Cash EOYFMV | $852,659 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,604,891 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $220,547 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $220,547 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,707,222 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,540,039 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,921,692 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,196,907 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,527,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,530,931 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,644,235 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,140,245 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,525,829 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,644,235 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,140,245 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,644,235 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,140,245 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,644,235 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,140,245 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,644,235 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $496,010 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,140,245 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,140,245 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $5,850,948 | $5,746,531 | $104,417 | $104,417 | |
| CAPITAL GAINS DIVIDENDS | $5,003 | $5,003 | $5,003 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $109,420 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,114 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,114 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,114 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,362 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,362 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,248 | OverpaymentAmt |
| Applied To ES Tax | $7,248 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.USVENTURE.COM/GIVING-BACK/ | WebsiteAddressTxt |
| Individual With Books | AMBER SIMONDS | IndividualWithBooksNm |
| Phone | 9202435872 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 BETTER WAY | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| AMBER SIMONDS | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DAN POSANSKI | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SARAH JOHANNSEN | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | TREASURER | 1.00 | $0 | $0 | $0 |
| GREG BONGERS | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | BOARD MEMBER | 0.10 | $0 | $0 | $0 |
| MIKE BONGERS | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | BOARD MEMBER | 0.10 | $0 | $0 | $0 |
| BILL KESSENICH | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | BOARD MEMBER | 0.10 | $0 | $0 | $0 |
| MIKE KOEL | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | BOARD MEMBER | 0.10 | $0 | $0 | $0 |
| KATE KESSENICH | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | BOARD MEMBER | 0.10 | $0 | $0 | $0 |
| JOSE MATA | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | BOARD MEMBER | 0.10 | $0 | $0 | $0 |
| BRETT WETZEL | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | BOARD MEMBER | 0.10 | $0 | $0 | $0 |
| JIMMY SCHMIDT | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | BOARD MEMBER | 0.10 | $0 | $0 | $0 |
| GREG VANDENBERG | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | BOARD MEMBER | 0.10 | $0 | $0 | $0 |
| JACKIE SHARKEY | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | SECRETARY | 1.00 | $0 | $0 | $0 |
| BRIAN RHODES | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | BOARD MEMBER | 0.10 | $0 | $0 | $0 |
| PARKER WOLF | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | BOARD MEMBER | 0.10 | $0 | $0 | $0 |
| ANDREW FINKELSTEIN | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | BOARD MEMBER | 0.10 | $0 | $0 | $0 |
| TONY SPRINGER | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | BOARD MEMBER | 0.10 | $0 | $0 | $0 |
| SANGEETA EDWIN | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | BOARD MEMBER | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,964,173 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $606,559 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,570,732 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,570,732 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,561 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,472,171 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $323,609 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $323,609 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,114 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,114 | TotalTaxAmt |
| Distributable Before Adj | $320,495 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $320,495 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $320,495 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,327,988 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,327,988 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $320,495 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,245,961 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,619,669 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,141,635 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,766,879 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,686,933 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,461,077 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,327,988 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $320,495 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,007,493 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,468,570 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,245,961 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,222,609 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,619,669 | ExcessFromYear4Amt |
| Excess From Year3 | $1,141,635 | ExcessFromYear3Amt |
| Excess From Year2 | $1,766,879 | ExcessFromYear2Amt |
| Excess From Year1 | $3,686,933 | ExcessFromYear1Amt |
| Excess From Current Year | $4,007,493 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | AMBER SIMONDS | ContributingManagerNm |
| Contributing Manager | DAN POSANSKI | ContributingManagerNm |
| Contributing Manager | SARAH JOHANNSEN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Recipient Email AddressRecipientEmailAddressTxt | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|---|
| APPLICATIONS MUST BE SUBMITTED ONLI | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | 9202435806 | FOUNDATION@USVENTURE.COM | APPLICATIONS CAN BE SUBMITTED AT WWW.USVENTURE.COM/GIVING-BACK/US-VENTURE-SCHMIDT-FAMILY-FOUNDATION/ PROGRAM GRANTS WILL BE AWARDED TO HELP THE DISADVANTAGED, IMPROVE THE QUALITY OF PEOPLE'S LIVES, AND STRENGTHEN OUR COMMUNITIES. PROGRAM GRANTS WILL TYPICALLY FUND: - REQUESTS THAT DEMONSTRATE LONG-TERM RESULTS FOR A SUBSTANTIAL NUMBER OF PEOPLE - ORGANIZATIONS WITH CLARITY OF MISSION AND A STRONG FOCUS ON EFFECTIVE OUTCOMES - ORGANIZATIONS IN GOOD HEALTH, INCLUDING FINANCIAL STABILITY, HIGH CALIBER OF STAFF AND BOARD - REQUESTS WITH SUPPORT FROM A BROAD BASE OF FUNDING SOURCES; U.S. VENTURE PREFERS NOT TO BE THE SOLE FUNDER OF ANY ONE PROJECT OR PROGRAM | SEE WEBPAGE FOR DEADLINES IN JANUARY, APRIL, AUGUST, AND OCTOBER | CONSIDERATION IS GIVEN TO NEEDS THAT FULFILL THE FOUNDATION'S MISSION WITHIN THE FOLLOWING IMPACT AREAS: EDUCATION JOBS & ECONOMY FAMILY SUPPORT & SOCIAL CONNECTEDNESS PHYSICAL HEALTH PSYCHOLOGICAL HEALTH & ADDICTION HUMAN SERVICES OTHERS AS DETERMINED BY THE BOARD TYPICALLY OUTSIDE PROGRAM GRANT FUNDING: -GRANTS TO INDIVIDUALS OR SPECIFIC FAMILIES, TO UNDERWRITE CONFERENCE EXPENSES, OR TO FUND MEDICAL PROCEDURES OR RESEARCH -EVENTS THAT OCCUR BEFORE FUNDING IS AWARDED OR PREVIOUSLY INCURRED EXPENSES -POLITICAL ORGANIZATIONS OR CAUSES -REQUESTS FOR SUPPORT FROM SCHOOLS OR GOVERNMENT AGENCIES -ANNUAL MEETINGS -RELIGIOUS ORGANIZATIONS ATTEMPTING TO BUILD MEMBERSHIP OR REQUIRING SPECIFIC RELIGIOUS AFFILIATION FOR SERVICES RENDERED -CAPITAL CAMPAIGNS FOR SCHOOLS, RELIGIOUS INSTITUTIONS, SPORTS FACILITIES AND ENDOWMENTS -ORGANIZATIONS OUTSIDE THE GEOGRAPHIC FOOTPRINT OF U.S. VENTURE FACILITIES AND ITS TEAM MEMBERS |
| APPLICATIONS MUST BE SUBMITTED ONLI | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | 9202435806 | FOUNDATION@USVENTURE.COM | APPLICATIONS CAN BE SUBMITTED AT WWW.USVENTURE.COM/GIVING-BACK/US-VENTURE-SCHMIDT-FAMILY-FOUNDATION/ THE COMMUNITY ENGAGEMENT COMMITTEE (CEC) SUPPORTS CHARITABLE EVENTS, EDUCATIONAL OPPORTUNITIES OR FUNDRAISERS THAT MULTIPLY THE IMPACT OF U.S. VENTURE'S SUPPORT WITHIN THE COMMUNITY. | SEE WEBPAGE FOR DEADLINES IN JANUARY, APRIL, AUGUST, AND OCTOBER | SPONSORSHIPS TYPICALLY WILL NOT EXCEED $10,000 AND CHARITABLE ORGANIZATIONS WILL RECEIVE ONE SPONSORSHIP GRANT PER CALENDAR YEAR. ORGANIZATIONS ELIGIBLE TO RECEIVE GRANTS FROM THE CEC ARE THOSE DETERMINED BY THE IRS TO BE PUBLIC CHARITIES, PREFERABLY THOSE WITH 501(C)(3) STATUS. THE CEC GIVES STRONG CONSIDERATION TO REQUESTS WITHIN OUR GIVING GUIDELINES THAT SHOW DOCUMENTED SUPPORT FROM A U.S. VENTURE TEAM MEMBER OR SHAREHOLDER. U.S. VENTURE PREFERS NOT TO BE THE SOLE FUNDER. A LIST OF PENDING AND COMMITTED SPONSORS IS REQUIRED. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (155 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A BETTER CHICAGO | |||||||||||
| 600 WEST VAN BUREN ST STE 510 | CHICAGO | IL | 60607 | N/A | PC | EDUCATION & SCHOLARSHIPS | $60,000 | ||||
| ACHIEVE BROWN COUNTY | |||||||||||
| 340 N BROADWAY STE 400 | GREEN BAY | WI | 54303 | N/A | PC | EDUCATION & SCHOLARSHIPS | $30,000 | ||||
| ADVOCATES FOR CAMP ABLE | |||||||||||
| PO BOX 695 | BUFFALO GAP | TX | 79508 | N/A | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| ALS ASSOCIATION - WISCONSIN CHAPTER | |||||||||||
| 3333 N MAYFAIR ROAD SUITE 104 | WAUWATOSA | WI | 53222 | N/A | PC | HEALTH & HUMAN SERVICES | $15,000 | ||||
| ALZHEIMER ASSOCIATION | |||||||||||
| 620 S 76TH ST 240 | MILWAUKEE | WI | 53214 | N/A | PC | HEALTH & HUMAN SERVICES | $25,750 | ||||
| APPLETON COMMUNITY MUSIC INC | |||||||||||
| 120 N MORRISON ST STE 200 | APPLETON | WI | 54911 | N/A | PC | ARTS/CULTURE | $10,000 | ||||
| APPLETON POLICE DEPARTMENT | |||||||||||
| 222 S WALNUT ST | APPLETON | WI | 54911 | N/A | GOV | HEALTH & HUMAN SERVICES | $5,000 | ||||
| APRICITY | |||||||||||
| 1010 STROHMEYER DR | NEENAH | WI | 54956 | N/A | PC | CORE TREATMENT AND RECOVERY PROGRAMS | $40,000 | ||||
| BADGER BOYS STATE INC | |||||||||||
| 2930 AMERICAN LEGION DR | PORTAGE | WI | 53901 | N/A | PC | EDUCATION & SCHOLARSHIPS | $5,000 | ||||
| BAIRD CREEK PRESERVATION FOUNDATION INC | |||||||||||
| PO BOX 824 | GREEN BAY | WI | 54305 | N/A | PC | ENVIRONMENTAL STEWARDSHIP | $1,000 | ||||
| BEAMING INC | |||||||||||
| PO BOX 524 | NEENAH | WI | 54956 | N/A | PC | HEALTH & HUMAN SERVICES | $7,500 | ||||
| BIG BROTHERS BIG SISTERS | |||||||||||
| 1331 AMERICAN DR | NEENAH | WI | 54956 | N/A | PC | HEALTH & HUMAN SERVICES | $60,000 | ||||
| BIG BROTHERS BIG SISTERS NE WI | |||||||||||
| 520 N BROADWAY ST STE 220 | GREEN BAY | WI | 54303 | N/A | PC | EDUCATION & SCHOLARSHIPS | $10,000 | ||||
| BOYS & GIRLS CLUB OF BALTIMORE | |||||||||||
| 1201 S SHARP ST STE 300 | BALTIMORE | MD | 21230 | N/A | PC | EDUCATION & SCHOLARSHIPS | $5,000 | ||||
| BOYS & GIRLS CLUBS OF THE FOX VALLEY | |||||||||||
| 160 S BADGER AVE | APPLETON | WI | 54914 | N/A | PC | EDUCATION & SCHOLARSHIPS | $75,000 | ||||
| BOYS AND GIRLS CLUB OF GREEN BAY | |||||||||||
| 1451 UNIVERSITY AVE | GREEN BAY | WI | 54302 | N/A | PC | EDUCATION & SCHOLARSHIPS | $35,000 | ||||
| BOYS AND GIRLS CLUB OF LANIER INC | |||||||||||
| PO BOX 691 | GAINSVILLE | GA | 30503 | N/A | PC | EDUCATION & SCHOLARSHIPS | $25,000 | ||||
| BOYS AND GIRLS CLUB OF OSHKOSH | |||||||||||
| 501 E PARKWAY AVE | OSHKOSH | WI | 549030411 | N/A | PC | EDUCATION & SCHOLARSHIPS | $60,000 | ||||
| BRAIN CENTER OF GREEN BAY INC | |||||||||||
| 2801 S WEBSTER AVE | GREEN BAY | WI | 54301 | N/A | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| BUILDING FOR KIDS | |||||||||||
| 100 W COLLEGE AVE | APPLETON | WI | 54911 | N/A | PC | GENERAL SUPPORT FOR PROGRAMS | $10,000 | ||||
| CASA OF BROWN COUNTY | |||||||||||
| 414 E WALNUT ST STE 170 | GREEN BAY | WI | 54301 | N/A | PC | HEALTH & HUMAN SERVICES | $18,000 | ||||
| CASA OF THE FOX CITIES | |||||||||||
| 1500 N CASALOMA DR STE 200 | APPLETON | WI | 54913 | N/A | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| CENTER FOR CHILDHOOD SAFETY | |||||||||||
| 2827 RAMADA WAY | GREEN BAY | WI | 54304 | N/A | PC | HEALTH & HUMAN SERVICES | $20,000 | ||||
| CENTRAL CALIFORNIA FOOD BANK | |||||||||||
| 4010 E AMENDOLA DR | FRESNO | CA | 93725 | N/A | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| CENTRAL CROSS COUNTRY SKIING | |||||||||||
| 718 POST RD STE F | MADISON | WI | 53713 | N/A | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| CEREBRAL PALSY | |||||||||||
| 2801 S WEBSTER AVE | GREEN BAY | WI | 54301 | N/A | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| CHARIOTS FOR CHILDREN | |||||||||||
| 7604 WEST 32ND ST | SIOUX FALLS | SD | 57106 | N/A | PC | HEALTH & HUMAN SERVICES | $2,250 | ||||
| CHILDREN'S CANCER FAMILY FOUNDATION | |||||||||||
| N282 STONEY BROOK ROAD SUITE D | APPLETON | WI | 54915 | N/A | PC | HEALTH & HUMAN SERVICES | $25,000 | ||||
| CHILDREN'S HOSPITAL & HEALTH SYSTEMS FOUNDATION | |||||||||||
| P O BOX 1997 | MILWAUKEE | WI | 53226 | N/A | PC | HEALTH & HUMAN SERVICES | $100,000 | ||||
| CHRIST THE ROCK COMMUNITY CHURCH | |||||||||||
| W6254 HWY 10-114 | MENASHA | WI | 549529638 | N/A | PC | HEALTH & HUMAN SERVICES | $1,000 | ||||
| CITY OF YORK - YORK PARKS & RECREATION | |||||||||||
| 211 E 7TH STREET | YORK | NE | 68467 | N/A | GOV | HEALTH & HUMAN SERVICES | $25,000 | ||||
| CODE READ INC | |||||||||||
| 17056 CANVAS ST | CANYON COUNTY | CA | 91387 | N/A | PC | EDUCATION & SCHOLARSHIPS | $1,000 | ||||
| COMMON GROUND INC | |||||||||||
| 1034 E OGDEN AVE | MILWAUKEE | WI | 53202 | N/A | PC | EDUCATION & SCHOLARSHIPS | $5,000 | ||||
| COMMUNITY BENEFIT TREE | |||||||||||
| P O BOX 348 | KAUKAUNA | WI | 54130 | N/A | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| COMMUNITY CLOTHES CLOSET | |||||||||||
| 1465 B OPPORTUNITY WAY | MENASHA | WI | 54952 | N/A | PC | HEALTH & HUMAN SERVICES | $20,000 | ||||
| COMMUNITY FOUNDATION FOX VALLEY REGION | |||||||||||
| 4455 W LAWRENCE ST | APPLETON | WI | 54914 | N/A | PC | EDUCATION & SCHOLARSHIPS | $15,000 | ||||
| CORPSGIVING FOUNDATION | |||||||||||
| P O BOX 207 | CULVER CITY | CA | 90232 | N/A | PC | HEALTH & HUMAN SERVICES | $207,500 | ||||
| COTS | |||||||||||
| 819 S WEST AVE | APPLETON | WI | 54915 | N/A | PC | HEALTH & HUMAN SERVICES | $50,000 | ||||
| COVEY | |||||||||||
| 2200 ALGOMA BLVD | OSHKOSH | WI | 54901 | N/A | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| CROSSSFIRE RANCH | |||||||||||
| 2209 RIVERVIEW LN | REEDSVILLE | WI | 54230 | N/A | PC | GENERAL SUPPORT FOR PROGRAMS | $2,500 | ||||
| DAY BY DAY WARMING SHELTER | |||||||||||
| 449 HIGH AVE | OSHKOSH | WI | 54901 | N/A | PC | GENERAL SUPPORT FOR PROGRAMS | $20,000 | ||||
| DOUGLAS COUNTY CAR CARE PROGRAM | |||||||||||
| 4353 COUNTY RD 82 SE | ALEXANDRIA | MN | 56308 | N/A | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| EASTMONT COMMUNITY CENTER | |||||||||||
| 701 HOEFNER AVE | LOS ANGELES | CA | 90022 | N/A | PC | HEALTH & HUMAN SERVICES | $20,000 | ||||
| ELAINE CLARK CENTER | |||||||||||
| 5130 PEACHTREE BLVD | CHAMBLEE | GA | 30341 | N/A | PC | HEALTH & HUMAN SERVICES | $40,000 | ||||
| EMMANUEL LUTHERAN CHURCH | |||||||||||
| 349 N MAIN ST | SEYMOUR | WI | 54165 | N/A | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| EMPOWERED TUTORING | |||||||||||
| 2631 N MEADE ST STE 203 | APPLETON | WI | 54911 | N/A | PC | EDUCATION & SCHOLARSHIPS | $5,000 | ||||
| ENCOMPASS EARLY EDUCATION & CARE INC | |||||||||||
| 1823 S WEBSTER AVE | GREEN BAY | WI | 54301 | N/A | PC | EDUCATION & SCHOLARSHIPS | $10,000 | ||||
| EXCEPTIONAL EQUESTRIANS | |||||||||||
| 1130 ORLANDO DRIVE | DEPERE | WI | 54115 | N/A | PC | HEALTH & HUMAN SERVICES | $7,500 | ||||
| FAMILY SERVICES OF NE WI | |||||||||||
| PO BOX 22308 | MENASHA | WI | 54952 | N/A | PC | HEALTH & HUMAN SERVICES | $30,000 | ||||
| FEED THE BODY FEED THE SOUL INC | |||||||||||
| 1917 FOUR WHEEL DR | OSHKOSH | WI | 54902 | N/A | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| FEEDING AMERICA EASTERN WISCONSIN | |||||||||||
| 2911 W EVERGREEN DR | APPLETON | WI | 54913 | N/A | PC | HEALTH & HUMAN SERVICES | $210,000 | ||||
| FEEDING AMERICA RIVERSIDE-SAN BERNARDINO | |||||||||||
| 2950 JEFFERSON ST STE A | RIVERSIDE | CA | 92504 | N/A | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| FOOD BANK OF EASTERN MICHIGAN | |||||||||||
| 2312 LAPEER RD | FLINT | MI | 485034221 | N/A | PC | HEALTH & HUMAN SERVICES | $3,500 | ||||
| FOUNDATIONS HEALTH & WHOLENESS | |||||||||||
| 1061 W MASON ST | GREEN BAY | WI | 54303 | N/A | PC | HEALTH & HUMAN SERVICES | $35,000 | ||||
| FOX CARES FOUNDATION | |||||||||||
| 3401 E CALUMET ST | APPLETON | WI | 54915 | N/A | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| FOX CITIES PERFORMING ARTS CENTER | |||||||||||
| 400 W COLLEGE AVE | APPLETON | WI | 549120563 | N/A | PC | ARTS/CULTURE | $2,500 | ||||
| FOX VALLEY JAIL MINISTRY | |||||||||||
| 320 S WALNUT ST | APPLETON | WI | 54911 | N/A | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| FOX VALLEY LITERACY COUNCIL | |||||||||||
| 130 E FRANKLIN ST | APPLETON | WI | 54911 | N/A | PC | EDUCATION & SCHOLARSHIPS | $50,000 | ||||
| FOX VALLEY MEMORY PROJECT | |||||||||||
| 1800 APPLETON RD | MENASHA | WI | 54952 | N/A | PC | HEALTH & HUMAN SERVICES | $1,000 | ||||
| FRIENDS IN NEED FOOD SHELF | |||||||||||
| 8850 80TH ST SOUTH | COTTON GROVE | MN | 55016 | N/A | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| GIRL SCOUTS OF GREATER LOS ANGELES | |||||||||||
| 423 N LA BREA AVENUE | LOS ANGELES | CA | 90302 | N/A | PC | EDUCATION & SCHOLARSHIPS | $10,000 | ||||
| GIRL SCOUTS OF THE NW GREAT LAKES | |||||||||||
| 4693 N LYNNDALE DR | APPLETON | WI | 54913 | N/A | PC | COMMUNITY DEVELOPMENT | $10,000 | ||||
| GOLDEN HOUSE INC | |||||||||||
| P O BOX 727 | GREEN BAY | WI | 54302 | N/A | PC | HEALTH & HUMAN SERVICES | $83,333 | ||||
| GOOD IN THE 'HOOD | |||||||||||
| 2101 CHICAGO AVE SOUTH | MINNEAPOLIS | MN | 55404 | N/A | PC | HEALTH & HUMAN SERVICES | $20,000 | ||||
| GPS EDUCATION PARTNERS INC | |||||||||||
| 20633 WATERTOWN CT STE 202 | WAUKESHA | WI | 53186 | N/A | PC | EDUCATION & SCHOLARSHIPS | $5,000 | ||||
| GRAND AVENUE ECONOMIC COMMUNITY DEVELOPEM | |||||||||||
| 3200 W COLONIAL DRIVE | ORLANDO | FL | 32808 | N/A | PC | COMMUNITY DEVELOPMENT | $10,000 | ||||
| GREATER KANSAS CITY COMMUNITY FOUNDATION | |||||||||||
| 1055 BROADWAY BLVD STE 130 | KANSAS CITY | MO | 64105 | N/A | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| HABITAT FOR HUMANITY GREATER FORT WAYNE | |||||||||||
| 2020 E WASHINGTON BLVD STE 500 | FORT WAYNE | IN | 46803 | N/A | PC | GENERAL SUPPORT FOR PROGRAMS | $5,000 | ||||
| HABITAT FOR HUMANITY GREATER FOX CITIES | |||||||||||
| 912 MIDWAY | MENASHA | WI | 54952 | N/A | PC | HEALTH & HUMAN SERVICES | $55,000 | ||||
| HABITAT FOR HUMANITY OF OSHKOSH | |||||||||||
| 1640 S KOELLER ST | OSHKOSH | WI | 54902 | N/A | PC | HEALTH & HUMAN SERVICES | $2,500 | ||||
| HARBOR HOUSE | |||||||||||
| 720 W FIFTH ST | APPLETON | WI | 54914 | N/A | PC | HEALTH & HUMAN SERVICES | $100,000 | ||||
| HEALTHCORPS INC | |||||||||||
| P O BOX 371 | NEW YORK | NY | 10276 | N/A | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| HIAS INC | |||||||||||
| 1300 SPRING ST STE 500 | SILVER SPRING | MD | 20910 | N/A | PC | HEALTH & HUMAN SERVICES | $25,000 | ||||
| HIRE HEROES USA | |||||||||||
| 13010 MORRIS RD STE 175 | ALPHARETTA | GA | 30004 | N/A | PC | GENERAL SUPPORT FOR PROGRAMS | $10,000 | ||||
| HOPE CLINIC & CARE CENTER | |||||||||||
| 1814 APPLETON RD | MENASHA | WI | 54952 | N/A | PC | HEALTH & HUMAN SERVICES | $25,000 | ||||
| HOUSE OF HOPE | |||||||||||
| 1660 CHRISTIANA STREET | GREEN BAY | WI | 54303 | N/A | PC | HEALTH & HUMAN SERVICES | $100,000 | ||||
| HOWE COMMUNITY RESOURCE CENTER | |||||||||||
| 526 SOUTH MONROE AVENUE | GREEN BAY | WI | 54301 | N/A | PC | EDUCATION & SCHOLARSHIPS | $10,000 | ||||
| JAKE'S NETWORK OF HOPE | |||||||||||
| 2396 INDUSTRIAL DRIVE | NEENAH | WI | 54956 | N/A | PC | HEALTH & HUMAN SERVICES | $30,000 | ||||
| JEWISH FAMILY SERVICES UTAH | |||||||||||
| 495 E 4500 S SUITE 100 | SALT LAKE CITY | UT | 54107 | N/A | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| JUNIOR ACHIEVEMENT | |||||||||||
| 11 TRI-PARK WAY | APPLETON | WI | 54914 | N/A | PC | EDUCATION & SCHOLARSHIPS | $10,000 | ||||
| KENYA WORKS | |||||||||||
| P O BOX 1572 | APPLETON | WI | 549121572 | N/A | PC | INTERNATIONAL RELIEF | $152,000 | ||||
| LAGUARDIA COMMUNITY COLLEGE FOUNDATION | |||||||||||
| 31-10 THOMSON AVENUE ROOM E-517 | LONG ISLAND CITY | NY | 11101 | N/A | PC | EDUCATION & SCHOLARSHIPS | $35,000 | ||||
| LAS VEGAS RESCUE MISSION | |||||||||||
| 480 W BONANZA RD | LAS VEGAS | NV | 89106 | N/A | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| LAUNDRY CARES FOUNDATION | |||||||||||
| 17W635 BUTTERFIELD RD STE 145 | OAKBROOK TERRACE | IL | 60181 | N/A | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| LEAD TO READ INC | |||||||||||
| PO BOX 411006 | KANSAS CITY | MO | 64141 | N/A | PC | EDUCATION & SCHOLARSHIPS | $5,000 | ||||
| LEAVEN | |||||||||||
| 1475 OPORTUNITY WAY | MENASHA | WI | 54952 | N/A | PC | EDUCATION & SCHOLARSHIPS | $40,000 | ||||
| LITERACY GREEN BAY | |||||||||||
| 424 S MONROE AVE | GREEN BAY | WI | 54301 | N/A | PC | EDUCATION & SCHOLARSHIPS | $16,400 | ||||
| LITERACY NETWORK INC | |||||||||||
| 701 DANE ST | MADISON | WI | 53713 | N/A | PC | EDUCATION & SCHOLARSHIPS | $10,000 | ||||
| LITTLE LIGHT HOUSE INC | |||||||||||
| 5120 E 36TH ST | TULSA | OK | 74135 | N/A | PC | EDUCATION & SCHOLARSHIPS | $5,000 | ||||
| LUTHERAN HS ASSOC OF GREATER MILWAUKEE | |||||||||||
| 10427 W LINCOLN AVE STE 1300 | WEST ALLIS | WI | 53227 | N/A | PC | EDUCATION & SCHOLARSHIPS | $30,000 | ||||
| MATT KOLBE MEMORIAL FOUNDATION INC | |||||||||||
| N4003 RIVERVIEW HEIGHTS CT | CHILTON | WI | 53014 | N/A | PC | HEALTH & HUMAN SERVICES | $25,000 | ||||
| MISSION MYELOMA INC | |||||||||||
| P O BOX 103 | KIMBERLY | WI | 54136 | N/A | PC | HEALTH & HUMAN SERVICES | $2,500 | ||||
| MISSION OF HOPE HOUSE OF WISCONSIN | |||||||||||
| 520 N SHAWANO ST | NEW LONDON | WI | 54961 | N/A | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| MY FATHERS PLAN | |||||||||||
| 4017 OLD YORK ROAD | BALTIMORE | MA | 21218 | N/A | PC | EDUCATION & SCHOLARSHIPS | $8,000 | ||||
| NAMI FOX VALLEY INC | |||||||||||
| 211 E FRANKLIN ST | APPLETON | WI | 54911 | N/A | PC | HEALTH & HUMAN SERVICES | $40,000 | ||||
| NEENAH-MENASHA EMERGENCY SOCIETY | |||||||||||
| PO BOX 744 | NEENAH | WI | 54957 | N/A | PC | EDUCATION & SCHOLARSHIPS | $3,500 | ||||
| NORTHEAST WI LAND TRUST | |||||||||||
| 14 TRI PARK WAY BUILDING 1 | APPLETON | WI | 54914 | N/A | PC | ENVIRONMENTAL STEWARDSHIP | $10,000 | ||||
| NORTHEAST WISCONSIN CHINESE ASSOC | |||||||||||
| 823 W COLLEGE AVE STE B | APPLETON | WI | 54914 | N/A | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| OPERATION CR INC | |||||||||||
| PO BOX 580435 | FLUSHING | NY | 11358 | N/A | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| OSHKOSH AREA COMMUNITY PANTRY | |||||||||||
| 2551 JACKSON ST | OSHKOSH | WI | 54901 | N/A | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| OSHKOSH KIDS FOUNDATION | |||||||||||
| PO BOX 1433 | OSHKOSH | WI | 54903 | N/A | PC | HEALTH & HUMAN SERVICES | $100,000 | ||||
| P PHASION FOUNDATION | |||||||||||
| 3470 MCCLURE BRIDGE ROAD SUITE 303 | DULUTH | GA | 30097 | N/A | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| PATH | |||||||||||
| 340 N MADISON AVE | LOS ANGELES | CA | 90004 | N/A | PC | HEALTH & HUMAN SERVICES | $50,000 | ||||
| PEOPLE OF PROGRESSION INC | |||||||||||
| 611 N LYNNDALE DR STE 140 | APPLETON | WI | 54914 | N/A | PC | HEALTH & HUMAN SERVICES | $25,000 | ||||
| PERIWINKLE FOUNDATION | |||||||||||
| 3400 BISSONNET ST STE 185 | HOUSTON | TX | 77005 | N/A | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| PILLARS | |||||||||||
| 605 E HANCOCK ST | APPLETON | WI | 54911 | N/A | PC | HEALTH AND HUMAN SERVICES | $100,000 | ||||
| QUEENSCARE HEALTH CENTER (QHC) | |||||||||||
| 950 SOUTH GRAND AVE 2ND FLOOR SOUTH | LOS ANGELES | CA | 90015 | N/A | PC | HEALTH & HUMAN SERVICES | $20,000 | ||||
| RAINBOW LABS MENTORING INC | |||||||||||
| 1037 N GARDNER AVE APT 1 | LOS ANGELES | CA | 90046 | N/A | PC | EDUCATION & SCHOLARSHIPS | $5,000 | ||||
| REACH COUNSELING SERVICES | |||||||||||
| 1509 S COMMERCIAL ST | NEENAH | WI | 54956 | N/A | PC | HEALTH & HUMAN SERVICES | $50,000 | ||||
| REBUILDING TOGETHER-FOX VALLEY | |||||||||||
| 1800 APPLETON ROAD | MENASHA | WI | 54952 | N/A | PC | HEALTH & HUMAN SERVICES | $32,500 | ||||
| REGIONAL FOOD BANK OF NORTHEAST FLORIDA | |||||||||||
| 1116 EDGEWOOD AVE N | JACKSONVILLE | FL | 32254 | N/A | PC | HEALTH & HUMAN SERVICES | $35,000 | ||||
| RIVERVIEW GARDENS INC | |||||||||||
| 1101 S ONEIDA ST | APPLETON | WI | 54915 | N/A | PC | EDUCATION & SCHOLARSHIPS | $25,000 | ||||
| RONALD MCDONALD HOUSE CHARITIES OF KC | |||||||||||
| 2502 CHERRY ST | KANSAS CITY | MO | 64108 | N/A | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| RONALD MCDONALD HOUSE CHARITIES OF PITTSBURGH | |||||||||||
| 451 44TH ST | PITTSBURGH | PA | 15201 | N/A | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| SALVATION ARMY- GREEN BAY | |||||||||||
| 626 UNION COURT | GREEN BAY | WI | 54303 | N/A | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| SALVATION ARMY | |||||||||||
| 130 E NORTH STREET | APPLETON | WI | 54911 | N/A | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| SAMARITAN COUNSELING CENTER OF THE FV | |||||||||||
| 1205 PROVINCE TERRACE | MENASHA | WI | 54952 | N/A | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| SAN DIEGO RESCUE MISSION | |||||||||||
| 120 ELM STREET | SAN DIEGO | CA | 92101 | N/A | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| SERENITY RECOVERY CONNECTION | |||||||||||
| 985 W FILLMORE ST | COLORODO SPRINGS | CO | 80907 | N/A | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| SERVANTS TO ALL | |||||||||||
| 4 S CENTRE ST | POTTSVILLE | PA | 17901 | N/A | PC | HEALTH & HUMAN SERVICES | $20,000 | ||||
| SHARE THE DREAM INC | |||||||||||
| N250 EASTOWNE LANE | APPLETON | WI | 54915 | N/A | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| SHEPERDS MINISTRIES | |||||||||||
| 1805 15TH AVE | UNION GROVE | WI | 53182 | N/A | PC | EDUCATION & SCHOLARSHIPS | $20,000 | ||||
| SHOES THAT FIT | |||||||||||
| 1420 N CLAREMONT BLVD | CLAREMONT | CA | 91711 | N/A | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| SOCIETY OF ST VINCENT DE PAUL APPLETON | |||||||||||
| 1924 W COLLEGE AVE | APPLETON | WI | 54914 | N/A | PC | HEALTH & HUMAN SERVICES | $25,000 | ||||
| SOLDIERS' ANGELS | |||||||||||
| 2895 NE INTERSTATE 410 LOOP | SAN ANTONIO | TX | 78218 | N/A | PC | HEALTH & HUMAN SERVICES | $30,000 | ||||
| ST JOHN'S HOMELESS SHELTER | |||||||||||
| P O BOX 1743 | GREEN BAY | WI | 54305 | N/A | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| ST JOSEPH CENTER FOR SPECIAL LEARNING I | |||||||||||
| 2075 W NORWEGIAN ST | POTTSVILLE | PA | 17901 | N/A | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| ST JOSEPH'S FOOD PROGRAM | |||||||||||
| 1465 A OPPORTUNITY WAY | MENASHA | WI | 54952 | N/A | PC | HEALTH & HUMAN SERVICES | $26,000 | ||||
| TEAM RUBICON | |||||||||||
| 6171 CENTURY BLVD STE 310 | LOS ANGELES | CA | 90045 | N/A | PC | GENERAL SUPPORT FOR PROGRAMS | $100,000 | ||||
| TEXAS DIAPER BANK | |||||||||||
| 1803 GRANDSTAND DR | SAN ANTONIO | TX | 78238 | N/A | PC | HEALTH & HUMAN SERVICES | $50,000 | ||||
| THE GENESIS CLUB INC | |||||||||||
| 1213 N APPLETON ST | APPLETON | WI | 54911 | N/A | PC | HEALTH & HUMAN SERVICES | $15,000 | ||||
| THE HEALING HEARTS PROJECT | |||||||||||
| 5454 NORMANDY BLVD | JACKSONVILLE | FL | 32205 | N/A | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| THE LET IT BE FOUNDATION | |||||||||||
| 14720 CENTRAL AVE | CHINO | CA | 91710 | N/A | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| THE TYLER ROBINSON FOUNDATION | |||||||||||
| 823 S LAS VEGAS BLVD STE 220 | LAS VEGAS | NV | 89101 | N/A | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| THOMPSON CENTER ON LOURDES | |||||||||||
| 2331 E LOURDES DR | APPLETON | WI | 54915 | N/A | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| TRI COUNTY DENTAL | |||||||||||
| 9 TRI-PARK WAY | APPLETON | WI | 54914 | N/A | PC | HEALTH & HUMAN SERVICES | $30,000 | ||||
| TROUT MUSUEM OF ART | |||||||||||
| 111 W COLLEGE AVE | APPLETON | WI | 54915 | N/A | PC | ARTS/CULTURE | $5,000 | ||||
| UNITED WAY BROWN COUNTY | |||||||||||
| 112 N ADAMNS ST STE 201 | GREEN BAY | WI | 54301 | N/A | PC | HEALTH & HUMAN SERVICES | $25,000 | ||||
| UNITED WAY | |||||||||||
| 1455 MIDWAY RD | MENASHA | WI | 54952 | N/A | PC | HEALTH & HUMAN SERVICES | $80,000 | ||||
| URBAN JUSTICE CENTER | |||||||||||
| 40 RECTOR ST 9TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | HEALTH & HUMAN SERVICES | $35,000 | ||||
| US 2 BEHAVIORAL HEALTH CARE INC | |||||||||||
| 119 N MCCARTHY RD SUITE P | APPLETON | WI | 54913 | N/A | PC | HEALTH & HUMAN SERVICES | $25,000 | ||||
| VALLEY PACKAGING INDUSTRIES | |||||||||||
| 110 NORTH KENSINGTON DR | APPLETON | WI | 54915 | N/A | PC | EDUCATION & SCHOLARSHIPS | $30,415 | ||||
| VETERANS COMMUNITY PROJECT | |||||||||||
| 8900 TROOST AVE | KANSAS CITY | MO | 64131 | N/A | PC | HEALTH & HUMAN SERVICES | $75,000 | ||||
| VICTORY COMMUNITY DEVELOPMENT CENTER | |||||||||||
| N/A | PC | INTERNATIONAL RELIEF; COMMUNITY DEVELOPMENT | $480,000 | PO BOX 141 | ONGATA RONGIA | KAJIADO | KE | ||||
| VOLUNTEER FOX CITIES | |||||||||||
| 2616 S ONEIDA STE 2 | APPLETON | WI | 54915 | N/A | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| WAUSHARA PREVENTION COUNCIL | |||||||||||
| P O BOX 686 | WAUTOMA | WI | 54982 | N/A | PC | HEALTH & HUMAN SERVICES | $3,000 | ||||
| WELLO INC | |||||||||||
| PO BOX 11656 | GREEN BAY | WI | 54307 | N/A | PC | HEALTH & HUMAN SERVICES | $16,667 | ||||
| WISCONSIBS INC | |||||||||||
| 211 E FRANKLIN ST | APPLETON | WI | 54911 | N/A | PC | HEALTH & HUMAN SERVICES | $30,000 | ||||
| WISCONSIN DENTAL ASSOCIATION FOUNDATION | |||||||||||
| 6737 W WASHINGTON ST STE 2360 | WEST ALLIS | WI | 53209 | N/A | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| WMC FOUNDATION INC | |||||||||||
| 501 E WASHINGTON AVE | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT FOR PROGRAMS | $7,500 | ||||
| WOMEN IN TECHNOLOGY | |||||||||||
| N1128 BEYER COURT | HORTONVILLE | WI | 54944 | N/A | PC | EDUCATION & SCHOLARSHIPS | $10,000 | ||||
| WOMEN'S EMPLOYMENT NETWORK | |||||||||||
| 4328 MADISON AVE | KANSAS CITY | MO | 64111 | N/A | PC | EDUCATION & SCHOLARSHIPS | $10,000 | ||||
| YEAR UP INC | |||||||||||
| 45 MILE ST 9TH FLOOR | BOSTON | MA | 02109 | N/A | PC | EDUCATION & SCHOLARSHIPS | $25,000 | ||||
| YMCA OF SOUTHERN NEVADA | |||||||||||
| 4141 MEADOWS LANE | LAS VEGAS | NE | 89107 | N/A | PC | HEALTH & HUMAN SERVICES | $30,000 | ||||
| YMCA | |||||||||||
| 218 E LAWRENCE ST | APPLETON | WI | 54911 | N/A | PC | HEALTH & HUMAN SERVICES | $50,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,325,315 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $146,227 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $109,420 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $255,647 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $255,647 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US VENTURE INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 BETTER WAY | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,600,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $3,800 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICTORY COMMUNITY DEVELOPMENT CENTER | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 141 | AddressLine1Txt |
| City | ONGATA RONGAI | CityNm |
| Country | KE | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-11-01 | GrantDt |
| Grant | $550,000 | GrantAmt |
| Purpose Of Grant | TO PROVIDE FOR CARING AND REHABILITATION OF CHIDLREN AND AGED PEOPLE ESPECIALLY IN DIFFICULT CIRCUMSTANCES PRIMARILY THOSE ON THE STREETS AND POOR FAMILIES IN THE SLUMS | PurposeOfGrantTxt |
| Expended By Grantee | $550,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE KNOWN | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | VARIOUS | DatesOfReportsByGranteeTxt |
| Verification | 2023-12-31 | VerificationDt |
| Results Of Verification | ALL FUNDS WERE DISBURSED FOR THE CHARITABLE PURPOSE INTENDED WITH NO KNOWN DIVERSIONS. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BMO HARRIS [4018] - FIXED INCOME | BondNm |
| EOY Book Value | $1,527,000 | EOYBookValueAmt |
| EOYFMV | $1,530,931 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BMO HARRIS [4018] - REITS | $79,760 | $82,431 |
| BMO HARRIS [4018] - COMMON STOCKS | $1,775,964 | $2,811,882 |
| BMO HARRIS [4018] - EMERGING MARKETS | $277,151 | $287,197 |
| BMO HARRIS [4018] - US EQUITY | $508,991 | $741,824 |
| BMO HARRIS [4018] - INTERNATIONAL DEVELOPED | $898,173 | $998,358 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $873 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $873 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $26,248 | Amt |
| Net Investment Income | $26,248 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $3,401 | Amt |
| Net Investment Income | $3,401 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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