2025-04-29T10:31:24-05:00 2024-12-31 BDO USA ONE ERDMAN PLACE SUITE 404 MADISON WI 53717 990PF 2024-01-01 813437192 Salzwedel Family Fund Ltd % JACK & SARA SALZWEDEL SALZ 6082492111 1835 Winnebago Street Suite 402 Madison WI 53704 Jack Salzwedel President 6082492111 2025-04-21 true true KELLY RAQUET P01644256 6088367500 2024 2025-03-06 01:10:19Z X 8368611 X 4235851 6 8 83795 86318 1030857 1950919 1030856 0 112 0 5350509 1117294 0 0 339 170 0 170 6673 3337 0 3337 16248 16360 0 0 0 428 0 0 5095 0 0 5095 28355 20295 0 8602 691419 772922 719774 20295 0 781524 4630735 1096999 0 41670 6754 6754 95257 142595 142595 1223969 2560039 7121225 510376 1100819 1098037 1871272 3810207 8368611 0 0 X 1871272 3810207 1871272 3810207 1871272 3810207 1871272 4630735 6502007 2691800 3810207 PUBLICLY TRADED SECURITIES - LT 1950919 920063 1030856 1030856 1030856 15248 15248 15248 3835 0 3835 X 563 11976 false false false false false false false true true WI true false false false false true N/A JACK & SARA SALZWEDEL 6082492111 1835 WINNEGABO STREET STE 402 Madison WI 53704 false false false false false false false false false false false false false false false false false false false false false SARA SALZWEDEL 1835 Winnebago Street Madison WI 53704 President 0.5 0 0 0 JACK SALZWEDEL 1835 Winnebago Street Madison WI 53704 President 0.5 0 0 0 TYLER SALZWEDEL 1835 Winnebago Street Madison WI 53704 Vice President 0.5 0 0 0 KATY LEA 1835 Winnebago Street Madison WI 53704 Secretary 0.5 0 0 0 LUKE SALZWEDEL 1835 Winnebago Street Madison WI 53704 Treasurer 0.5 0 0 0 5261779 108578 0 5370357 0 5370357 80555 5289802 264490 264490 15248 15248 249242 249242 249242 781524 0 0 0 0 781524 249242 0 2022 2021 2020 0 1155019 821928 415894 415233 480261 3288335 781524 0 249242 532282 3820617 0 0 0 0 1155019 2665598 821928 415894 415233 480261 532282 JACK SALZWEDEL SARA SALZWEDEL X Agrace 395 E Cheryl Pkwy Fitchburg WI 53711 NONE PC General Operations 1750 Aldo Leopold Foundation E13701 Levee Rd Baraboo WI 53913 NONE PC General Operations 66000 American Cancer Society PO Box 6704 Hagerstwon MD 21741 NONE PC General Operations 1000 American Family Children's Hospital 1675 Highland Ave Madison WI 53792 NONE PC General Operations 5000 Babies & Beyond of WI 1922 S Stoughton Rd Madison WI 53716 NONE PC General Operations 5000 Bethel Horizons 312 Wisconsin Ave Madison WI 53703 NONE PC General Operations 51000 Bethel Lutheran Church 312 Wisconsin Ave Madison WI 53703 NONE PC General Operations 1200 Bereaved Parents of Madison 202 S Park St Madison WI 53715 NONE PC General Operations 1000 Center for Black Excellence and Culture PO Box 259042 Madison WI 53725 NONE PC General Operations 50000 Central Lutheran Church 100 W Rollin St Edgerton WI 53534 NONE PC General Operations 250 Common Table Caf 701 Century Ave Waunakee WI 53597 NONE PC General Operations 2500 Dennis & Donna Oldorf Hospice House 315 18th Ave Hiawatha IA 52233 NONE PC General Operations 7500 Edgewood High School 2219 Monroe St Madison WI 53711 NONE PC General Operations 250 Equal Justice Initiative 122 Commerce St Montgomery AL 36104 NONE PC General Operations 10000 Faith's Lodge 505 Hwy 169 N Suite 245 Plymouth MN 55411 NONE PC General Operations 6056 First Tee Southeast Wisconsin 2819 Royal Avenue Madison WI 53713 NONE PC General Operations 2500 Fond-Blanc Foundation 1119 Boundary Rd Middleton WI 53562 NONE PC General Operations 1000 Foundation for Dane Co Parks 5201 Fen Oaks Dr 208 Madison WI 53718 NONE PC General Operations 1000 Friends of UW Health 301 S Westfield Rd Madison WI 53717 NONE PC General Operations 10850 Gifts of Adoption 1200 Shermer Rd Suite 111 Northbrook IL 60062 NONE PC General Operations 2591 Goodman Center 214 Weubesa St Madison WI 53704 NONE PC General Operations 600 Heartland Church 14900 E 126th ST Fishers IN 46037 NONE PC General Operations 25000 Hogar's Helping Hands 5466 Marie Road Oregon WI 53575 NONE pc General Operations 256 Horizon High School 659 N Whitney Way Madison WI 53705 NONE PC General Operations 1250 Junior Achievement 2800 Royal Ave 207 Monona WI 53713 NONE PC General Operations 25000 Madison College Foundation 1701 Wright St Madison WI 53704 NONE PC General Operations 5000 Madison Public Library Foundation 201 W Mifflin St Madison WI 53703 NONE PC General Operations 2591 Make-A-Wish 1818 Parmenter St 310 Middleton WI 53562 NONE PC General Operations 25000 McPac 10434 Gaviota Ave Granada Hills CA 91344 NONE PC General Operations 13500 Midwest Access Coalition PO Box 408363 Chicago IL 60640 NONE PC General Operations 7500 NAMI 4301 Wilson Blvd Suite 300 Arlington VA 22203 NONE PC General Operations 100 National Geographic Society 1145 17th St NW Washington DC 20036 NONE PC General Operations 500 NFG Cedar Falls 515 Main St Ste F PO Box 546 Cedar Falls IA 50613 NONE PC General Operations 1030 Overture Center Foundation Inc 201 State St Madison WI 53703 NONE PC General Operations 100000 Peace Lutheran Church 17029 W 12 Mile Rd Southfield MI 48076 NONE PC General Operations 119000 RISE Wisconsin 2120 Fordem Ave Madison WI 53704 NONE PC General Operations 22500 Rockford Reformed Church 4890 11 Mile Rd Rockford MI 49341 NONE PC General Operations 250 St John's Development Fund 1127 University Ave Madison WI 53715 NONE PC General Operations 100 St Louis Community Foundation 2 Oak Knoll Park Clayton MO 63105 NONE PC General Operations 1031 The Leukemia & Lymphoma Society 3 International Drive Suite 200 Rye Brook NY 10573 NONE PC General Operations 1000 The Road Home Dane County 890 W Wingra Dr Madison WI 53715 NONE PC General Operations 15000 United Way of Dane County 2059 Atwood Ave Madison WI 53704 NONE PC General Operations 25000 UW Foundation 1848 University Ave Madison WI 53726 NONE PC General Operations 132957 Village Diaper Bank 3302 Dairy Dr Madison WI 53718 NONE PC General Operations 5310 Wartburg College 100 Wartburg Blvd Bldg 54 Waverly IA 50677 NONE PC General Operations 17000 772922 14 6 14 83795 18 1030857 1114658 1114658 false false false false false false false false false false X X 1 Jack Sara Salzwedel 1835 Winnebago Street Ste 402 Madison WI 53704 4235851 X X 1 4,857 Shares of Vanguard 500 Index Fund Adm (VFIAX) 2494810 2024-07-22 1 300 Shares of Eli Lily & Co (LLY) 225954 2024-11-22 1 600 Shares of United Rentals Inc (URI) 507732 2024-11-22 1 1,000 Shares of ATI Inc (ATI) 59170 2024-11-22 1 1,639 Shares of Nvidia Corp (NVDA) 236229 2024-11-22 1 1,240 Shares of SDPR S&P 500 ETF (SPY) 752637 2024-12-11 ACCOUNTING FEES 6673 3337 0 3337 ALPHABET INC CL A - GOOGL 4916 26502 AMAZON COM INC - AMAZN 7546 43878 APPLE INC - AAPL 7633 79133 CHEVRON CORPORATION - CVX 15350 30416 COSTCO WHSL CORP - COST 28472 91627 ELI LILY CO 96881 231600 HOME DEPOT INC - HD 18079 38899 LAM RESEARCH CORP - LRCX 31181 63996 MICROSOFT CORP - MSFT 25918 136988 NVIDIA CORP - NVDA 124965 1404539 SPDR S P 500 - SPY ETF 566763 1754724 UNITEDHEALTH GROUP - UNH 28243 57668 VANGUARD 500 INDEX ADMIRAL 872656 2431873 ISHARES RUSSELL MID CAP 254550 265377 ISHARES RUSSELL 2000 160000 162405 VANGUARD FTSE DEVELOPED MARKET 316886 301600 ISHARES CORE US AGGREGATE BOND 789326 781595 ARTISAN HIGH INCOME FUND 311493 316442 LEGAL FEES 339 170 0 170 MARKET ADJUSTMENT FOR DONATED SECURITIES 2691800 ANNNUAL MEMBERSHIP FEE 95 0 0 95 OTHER EXPENSES 5000 0 0 5000 OTHER INCOME 0 112 0 INVESTMENT FEES 16248 16360 0 0 FOREIGN TAX 0 428 0 0