2023-07-25T12:05:27-05:00 2022-12-31 391203191 SVA CERTIFIED PUBLIC ACCTS SC 18650 W CORPORATE DRIVE SUITE 200 BROOKFIELD WI 53045 990PF 2022-01-01 475641232 SCHLECHT FAMILY FOUNDATION INC SCHL 6083322539 5348 COUNTY ROAD M WAUNAKEE WI 53597 STEPHEN SCHLECHT PRESIDENT 6083322539 2023-07-13 1 STEPHEN SCHLECHT 999009999 1 X RICHARD KOLLAUF P00635477 2626416888 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 13368880 X 9839823 51813 51813 88266 88266 61566 2240347 61566 10041468 201645 136859 1369 135490 18626 980 17646 2736 2736 0 7703 7703 0 54263 54263 0 11234 402 2143 2587 0 2587 8662 0 8662 877 0 877 7412 0 7412 250959 67453 174817 991661 991661 1242620 67453 1166478 8798848 134192 409478 420996 420996 6970436 5529377 12647884 300000 300000 300000 7679914 6250373 13368880 0 0 X 0 0 0 0 7679914 6250373 7679914 6250373 7679914 6250373 7679914 8798848 0 16478762 10228389 6250373 CHARLES SCHWAB - SHORT TERM 191853 217507 -25654 -25654 CHARLES SCHWAB - LONG TERM 2048415 1961274 87141 87141 P 0 0 CAPITAL GAINS DIVIDENDS P 79 79 79 61566 1865 0 1865 0 1865 12760 0 0 0 12760 X 0 10895 10895 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A THE FOUNDATION 6083322539 5348 COUNTY ROAD M WAUNAKEE WI 53597 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN L SCHLECHT 5348 COUNTY ROAD M WAUNAKEE WI 53597 PRESIDENT/DIRECTOR 0.10 0 0 0 MARIANNE M SCHLECHT 5348 COUNTY ROAD M WAUNAKEE WI 53597 VICE PRESIDENT/DIRECTOR 0.10 0 0 0 STEPHANIE SCHLECHT 5348 COUNTY ROAD M WAUNAKEE WI 53597 SECRETARY/DIRECTOR 40.00 136859 19606 0 RICHARD W SCHLECHT 5348 COUNTY ROAD M WAUNAKEE WI 53597 TREASURER/DIRECTOR 0.10 0 0 0 NONE 0 NONE 0 0 15014744 592024 0 15606768 0 0 15606768 234102 15372666 768633 768633 1865 1865 766768 0 766768 0 766768 1166478 0 1166478 766768 0 0 114994 708260 109472 510242 1442968 1166478 0 0 0 766768 399710 0 0 1842678 0 0 0 0 0 0 0 1842678 114994 708260 109472 510242 399710 STEPHEN L SCHLECHT MARIANNE M SCHLECHT X ACCESS ABILITY WISCONSIN JONES BRANCH ROAD MINERAL POINT WI 53565 PC TO SUPPORT OPERATING ACTIVITIES 15000 ALDO LEOPOLD NATURE CENTER 330 FEMRITE DRIVE MONONA WI 53716 PC TO SUPPORT CAPACITY BUILDING. 83333 ARCHITECT YOUR EXPERIENCE 321 S HAMILTON ST MADISON WI 53703 PC TO SUPPORT OPERATING ACTIVITIES 15000 BENEDICTINE LIFE FOUNDATION 4200 CO HWY M MIDDLETON WI 53562 PC TO SUPPORT OPERATING ACTIVITIES 15000 BIG BROTHERS BIG SISTERS OF DANE COUNTY 2059 ATWOOD AVE 2 MADISON WI 53704 PC TO SUPPORT OPERATING ACTIVITIES. 20000 BLACK MEN COALITION FOUNDATION 5 N PICKNEY ST MADISON WI 53703 PC TO SUPPORT OPERATING ACTIVITIES 57500 BOARD OF REGENTS 1860 VAN HISE HALL 1220 LINDEN DRIVE MADISON WI 53706 PC TO SUPPORT OPERATING ACTIVITIES 5000 BOCA GRANDE WOMEN'S CLUB 431 18TH STREET NW WASHINGTON DC 20006 PC TO SUPPORT OPERATING ACTIVITIES. 15000 CEOS OF TOMORROW 2702 INTERNATIONAL LANE SUITE 112 MADISON WI 53704 PC TO SUPPORT CAPACITY BUILDING. 50000 CLEAN LAKES ALLIANCE 150 E GILMAN ST MADISON WI 53703 PC TO SUPPORT OPERATING ACTIVITIES. 64000 COLLABORATION FOR GOOD 2214 ST PAUL AVE MADISON WI 53704 PC TO SUPPORT OPERATING ACTIVITIES. 37500 COMMUNITY CONFERENCE SPONSORSHIP PO BOX 159 MT HOREB WI 53572 PC TO SUPPORT OPERATING ACTIVITIES 500 COMMUNITY FOUNDATION OF NORTH CENTRAL WI 500 1ST ST 2600 WAUSAU WI 54403 PC TO SUPPORT OPERATING ACTIVITES 10000 COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN PO BOX 8125 JANESVILLE WI 535478125 PC TO SUPPORT OPERATING ACTIVITIES. 15000 FAST PO BOX 159 MT HOREB WI 53572 PC TO SUPPORT OPERATING ACTIVITIES 75000 FRIENDS OF NEW GLARUS WOODS W5446 COUNTY HIGHWAY NN NEW GLARUS WI 53574 PC TO SUPPORT OPERATING ACTIVITIES 7500 GROUNDSWELL CONSERVANCY 303 S PATERSON ST STE 6 MADISON WI 537034534 PC TO SUPPORT OPERATING ACTIVITIES. 15000 KEYSTONE POLICY INSTITUTE 1628 SAINTS JOHN RD KEYSTONE CO 80435 PC TO SUPPORT OPERATING ACTIVITIES 20000 KIDS FORWARD FOUNDATION INC 555 W WASHINGTON AVE 200 MADISON WI 53703 PC TO SUPPORT OPERATING ACTIVITIES. 33333 LATINO CHAMBER OF COMMERCE OF DANE COUNTY INC 2881 COMMERCE PARK DR SUITE E FITCHBURG WI 53719 PC TO SUPPORT OPERATING ACTIVITIES. 50000 LEGISLATIVE SEMESTER 1115 MACARTHUR AVE ASHLAND WI 54806 PC TO SUPPORT OPERATING ACTIVITIES 20000 LIGHTHOUSE CHURCH MADISON 5202 REGENT ST MADISON WI 53705 PC TO SUPPORT OPERATING ACTIVITIES. 75000 MADISON READING PROJECT 1337 GREENWAY CROSS 186 MADISON WI 53713 PC TO SUPPORT OPERATING ACTIVITIES 22500 MENTORING POSITIVES 414 RETHKE AVE MADISON WI 53714 PC TO SUPPORT CAPACITY BUILDING. 25000 NEIGHBORHOOD FOOD SOLUTIONS 1546-1156 MOORLAND RD MADISON WI 53713 PC TO SUPPORT OPERATING ACTIVITIES 50000 OPERATION FRESH START 2670 MILWAUKEE ST MADISON WI 53704 PC TO SUPPORT OPERATING ACTIVITIES 70000 URBAN LEAGUE OF GREATER MADISON 2222 S PARK ST MADISON WI 53713 PC TO SUPPORT OPERATING ACTIVITIES. 100000 URBAN RURAL ACTION PO BOX 159 MT HOREB WI 53572 PC TO SUPPORT OPERATING ACTIVITIES 15000 UW FOUNDATIONCOMMNS 1848 UNIVERSITY AVE MADISON WI 53726 PC TO SUPPORT OPERATING ACTIVITIES. 10000 WIZEHIVE 555 E NORTH LN SUITE 5030A CONSHOHOCKEN PA 19428 PC TO SUPPORT OPERATING ACTIVITIES 495 991661 0 14 51813 14 88266 18 61566 0 201645 0 201645 0 0 0 0 0 0 0 0 0 0 X X 1 STEPHEN L SCHLECHT 5348 COUNTY ROAD M WAUNAKEE WI 53597 9839823 X 1 762,777 SHARES OF DULUTH HOLDINGS INC. 9839823 2022-03-15 SVA CERTIFIED PUBLIC ACCOUNTANTS 7703 7703 0 VARIOUS PUBLICLY TRADED SECURITIES 5529377 12647884 FORWARD COMMUNITY INVESTMENT AT COST 300000 300000 LEGAL FEES 2736 2736 0 CONTRIBUTION VALUE DIFFERENCE BETWEEN FMV AND COST AT TIME TRANSFER 9839823 TIMING DIFFERENCE BETWEEN TRADE AND SETTLEMENT DATES FOR GAINS 388566 INSURANCE EXPENSE 1014 0 1014 PAYROLL PROCESSING FEES 1321 0 1321 PROFESSIONAL DEVELOPMENT 3950 0 3950 SUPPLIES 1127 0 1127 INVESTMENT MANAGEMENT FEES 54263 54263 0 EXCISE TAX 8689 0 0 PAYROLL TAXES 2165 22 2143 FOREIGN TAXES 380 380 0