US VENTURE-SCHMIDT FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- US VENTURE-SCHMIDT FAMILY FOUNDATION INC (EIN 39-1540933)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-08
- IRS object ID
- 202312519349100531
- Schema version
- 2022v5.0
- 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 | 2023-09-08T17:25:32-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 US LLP | 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 | 2022-01-01 | 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 | 2023-09-07 | 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 | 2023-09-05 | 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 | 2022 | 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 | $6,134,231 | 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 | $4,062,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $88,113 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,113 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,627 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,568,194 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,139,986 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $88,113 | 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 | $3,430 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,715 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,715 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,154 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,154 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,669 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,369 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $521 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $521 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,774 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,238 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,236 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,923,616 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,923,616 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,968,390 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,238 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,925,852 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $171,596 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,875 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $595,583 | CashBOYAmt |
| Cash EOY | $135,215 | CashEOYAmt |
| Cash EOYFMV | $135,215 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $122,608 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,604,891 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,604,891 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,638,677 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,707,222 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,241,029 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,115,771 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,196,907 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,153,096 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,472,639 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,644,235 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,134,231 | 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 | $5,472,639 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,644,235 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,472,639 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,644,235 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,472,639 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,644,235 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,472,639 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $171,596 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,644,235 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,644,235 | 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 |
|---|---|---|---|---|---|
| BMO HARRIS BANK | $4,563,187 | $4,578,821 | -$15,634 | -$15,634 | |
| CAPITAL GAINS DIVIDENDS | $5,007 | $5,007 | $5,007 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10,627 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $874 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $874 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $874 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,236 | 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 | $11,236 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,362 | OverpaymentAmt |
| Applied To ES Tax | $10,362 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (15 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 |
| DREW JAMISON | ||||||||
| 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 |
| LYSSA SCHMIDT | ||||||||
| 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 |
| CRISTI BURNILL | ||||||||
| 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 | $4,366,312 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $502,571 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,868,883 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,868,883 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,033 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,795,850 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $239,793 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $239,793 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $874 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $874 | TotalTaxAmt |
| Distributable Before Adj | $238,919 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $238,919 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $238,919 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,925,852 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,925,852 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $238,919 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,102,742 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,245,961 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,619,669 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,141,635 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,766,879 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,876,886 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,925,852 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $238,919 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,686,933 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,563,819 | 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 | $1,102,742 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,461,077 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,245,961 | ExcessFromYear4Amt |
| Excess From Year3 | $1,619,669 | ExcessFromYear3Amt |
| Excess From Year2 | $1,141,635 | ExcessFromYear2Amt |
| Excess From Year1 | $1,766,879 | ExcessFromYear1Amt |
| Excess From Current Year | $3,686,933 | 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 (126 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A BETTER CHICAGO | ||||||||||||
| 200 W MADISON ST 3RD FLOOR | CHICAGO | IL | 60606 | NONE | PC | EDUCATION & SCHOLARSHIPS | $60,000 | |||||
| ACHIEVE BROWN COUNTY | ||||||||||||
| 340 N BROADWAY | GREEN BAY | WI | 54303 | NONE | PC | EDUCATION & SCHOLARSHIPS | $30,000 | |||||
| ALLIES OF AUTISM INC | ||||||||||||
| VDE RACING W1971 PEARL ST | SEYMOUR | WI | 54165 | NONE | PC | FAMILY SUPPORT AND SOCIAL CONNECTEDNESS | $5,000 | |||||
| ALPORT SYNDROME FOUNDATION INC | ||||||||||||
| PO BOX 4130 | SCOTTSDALE | AZ | 85261 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $5,000 | |||||
| ALS ASSOCIATION - WISCONSIN CHAPTER | ||||||||||||
| 3333 N MAYFAIR ROAD STE 104 | WAUWATOSA | WI | 53222 | NONE | PC | HEALTH & HUMAN SERVICES | $25,000 | |||||
| ALTERNATIVE CENTER FOR EDUCATION INC | ||||||||||||
| 101 W EDISON AVE 115 | APPLETON | WI | 54915 | NONE | PC | EDUCATION & SCHOLARSHIPS | $2,500 | |||||
| ALZHEIMER'S ASSOCIATION - GREATER WISC | ||||||||||||
| 3313 S PACKERLAND DR STE E | GREEN BAY | WI | 54115 | NONE | PC | WISCONSIN CARE AND SUPPORT PROGRAM | $15,000 | |||||
| APPLETON HISTORICA SOCIETY | ||||||||||||
| 128 N DURKEE ST | APPLETON | WI | 54911 | NONE | PC | COMMUNITY DEVELOPMENT | $300 | |||||
| APRICITY | ||||||||||||
| 1010 STROHMEYER DR | NEENAH | WI | 54956 | NONE | PC | CORE TREATMENT AND RECOVERY PROGRAMS | $25,000 | |||||
| ASSOCIATION OF FUNDRAISING PROFESSIONALS | ||||||||||||
| PO BOX 2242 | APPLETON | WI | 54912 | NONE | PC | EDUCATION & SCHOLARSHIPS | $4,500 | |||||
| BABES INC | ||||||||||||
| 1331 E WISCONSIN AVE | APPLETON | WI | 549113913 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $3,000 | |||||
| BIG BROTHERS BIG SISTERS NE WI | ||||||||||||
| 520 N BROADWAY ST STE 220 | GREEN BAY | WI | 54303 | NONE | PC | YOUTH MENTORING PROGRAMS | $5,000 | |||||
| BIG BROTHERS BIG SISTERS | ||||||||||||
| 1331 AMERICAN DR | NEENAH | WI | 54956 | NONE | PC | YOUTH MENTORING PROGRAMS | $60,000 | |||||
| BOYS AND GIRLS CLUB FOX VALLEY | ||||||||||||
| 117 S LOCUST ST | APPLETON | WI | 54914 | NONE | PC | EDUCATION & SCHOLARSHIPS | $80,000 | |||||
| BOYS AND GIRLS CLUB OF GREEN BAY | ||||||||||||
| 1451 UNIVERSITY AVE | GREEN BAY | WI | 54302 | NONE | PC | ACADEMIC COACHING AND MENTORING PROGRAMS | $40,000 | |||||
| BOYS AND GIRLS CLUB | ||||||||||||
| P O BOX 411 | OSHKOSH | WI | 549030411 | NONE | PC | COMMUNITY DEVELOPMENT | $5,000 | |||||
| BUILDING FOR KIDS | ||||||||||||
| 100 W COLLEGE AVENUE | APPLETON | WI | 54911 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $10,000 | |||||
| CASA OF BROWN COUNTY | ||||||||||||
| 414 E WALNUT ST STE 170 | GREEN BAY | WI | 54301 | NONE | PC | HEALTH & HUMAN SERVICES | $18,000 | |||||
| CASA OF THE FOX CITIES | ||||||||||||
| 1500 N CASALOMA DR STE 200 | APPLETON | WI | 54913 | NONE | PC | COURT APPOINTED SPECIAL ADVOCATES | $10,000 | |||||
| CEREBRAL PALSY | ||||||||||||
| 2801 S WEBSTER AVE | GREEN BAY | WI | 54301 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | |||||
| CHRISTIAN LIFE MINISTRIES | ||||||||||||
| 2756 LAKE SHORE AVE | LITTLE CANADA | MN | 55117 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $5,000 | |||||
| CHRISTINE ANN DOMESTIC ABUSE SERVICES | ||||||||||||
| 206 ALGOMA BLVD | OSHKOSH | WI | 54901 | NONE | PC | EMERGENCY SHELTER 2023 | $25,000 | |||||
| COMMON GROUND INC | ||||||||||||
| 1034 E OGDEN AVE | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $5,000 | |||||
| COMMUNITY BENEFIT TREE | ||||||||||||
| P O BOX 348 | KAUKAUNA | WI | 54130 | NONE | PC | FAMILY SUPPORT PROGRAMS | $30,000 | |||||
| COMMUNITY CLOTHES CLOSET | ||||||||||||
| 1465 B OPPORTUNITY WAY | MENASHA | WI | 54952 | NONE | PC | PROVIDING THE BASIC NEED OF CLOTHING | $16,950 | |||||
| COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION | ||||||||||||
| 4455 W LAWRENCE ST | APPLETON | WI | 54914 | NONE | PC | LEADERSHIP INSTITUTE PROGRAM | $15,000 | |||||
| COMMUNITY SERVICES AGENCY (COMSA) | ||||||||||||
| 1600 W SHAWANO AVE | GREEN BAY | WI | 54303 | NONE | PC | REFUGEE AND IMMIGRANT SERVICES | $30,000 | |||||
| COTS INC | ||||||||||||
| 819 S WEST AVE | APPLETON | WI | 54915 | NONE | PC | TRANSITIONAL SHELTER OPERATION | $50,000 | |||||
| CROSSSFIRE RANCH | ||||||||||||
| 2209 RIVERVIEW LN | REEDSVILLE | WI | 54230 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $2,500 | |||||
| CXC SKIING | ||||||||||||
| PO BOX 930442 | VERONA | WI | 53593 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $2,000 | |||||
| DAY BY DAY WARMING SHELTER | ||||||||||||
| 449 HIGH AVE | OSHKOSH | WI | 54901 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $20,000 | |||||
| DIVERSE AND RESILIENT INC | ||||||||||||
| 400 N RICHMOND ST | APPLETON | WI | 54911 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | |||||
| DYSLEXIA READING CONNECTION INC | ||||||||||||
| 2935 N BALLARD RD SUITE 1 | APPLETON | WI | 54911 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $2,000 | |||||
| ENTERTAINMENT INDUSTRY FOUNDATION | ||||||||||||
| 10880 WILSHIRE BLVD STE 1400 | LOS ANGELES | CA | 90002 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $5,000 | |||||
| EXCEPTIONAL EQUESTRIANS | ||||||||||||
| 1130 ORLANDO DRIVE | DEPERE | WI | 54115 | NONE | PC | HEALTH & HUMAN SERVICES | $7,500 | |||||
| FAMILY SERVICES OF NE WI | ||||||||||||
| P O BOX 22308 | GREEN BAY | WI | 54305 | NONE | PC | PARENTS AS TEACHERS HOME VISITATION PROGRAMMING | $30,000 | |||||
| FEEDING AMERICA EASTERN WISCONSIN | ||||||||||||
| 2911 W EVERGREEN DR | APPLETON | WI | 54913 | NONE | PC | HEALTH & HUMAN SERVICES | $100,000 | |||||
| FOLDS OF HONOR TENNESSEE CHAPTER | ||||||||||||
| 664 LEGENDS CREST DRIVE | FRANKLIN | TN | 37069 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $5,000 | |||||
| FOOD BANK OF EASTERN MICHIGAN | ||||||||||||
| 2312 LAPEER RD | FLINT | MI | 485034221 | NONE | PC | HEALTH & HUMAN SERVICES | $3,000 | |||||
| FORK FARMS | ||||||||||||
| 1025 LOMBARDI AVE | GREEN BAY | WI | 54304 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $4,828 | |||||
| FOUNDATIONS FOR LIVING WAUPACA | ||||||||||||
| 1421 CHURCHILL ST | WAUPACA | WI | 54981 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $3,000 | |||||
| FOX CITIES ACT OF KINDNESS | ||||||||||||
| 139 EAST 2ND STREET SUITE U2 | KAUKAUNA | WI | 54130 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $500 | |||||
| FOX CITIES CHAPTER OF CREDIT UNIONS | ||||||||||||
| 219 W CECIL ST | NEENAH | WI | 54956 | NONE | PC | HEALTH & HUMAN SERVICES | $1,000 | |||||
| FOX CITIES PERFORMING ARTS CENTER | ||||||||||||
| 400 W COLLEGE AVE | APPLETON | WI | 549120563 | NONE | PC | ARTS/CULTURE | $2,000 | |||||
| FOX VALLEY LITERACY COUNCIL | ||||||||||||
| 130 E FRANKLIN ST | APPLETON | WI | 54911 | NONE | PC | ENDING POVERTY THROUGH IMPROVED LITERACY PROGRAM | $50,000 | |||||
| FOX VALLEY MEMORY PROJECT | ||||||||||||
| 1800 APPLETON RD | MENASHA | WI | 54952 | NONE | PC | HEALTH & HUMAN SERVICES | $2,500 | |||||
| FOX VALLEY TECHNICAL COLLEGE | ||||||||||||
| PO BOX 2277 | APPLETON | WI | 549132277 | NONE | PC | COMMUNITY DEVELOPMENT | $5,000 | |||||
| FREEDOM HOUSE MINISTRIES | ||||||||||||
| 2997 SAINT ANTHONY DR | GREEN BAY | WI | 54313 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $5,000 | |||||
| FRIENDS IN NEED FOOD SHELF | ||||||||||||
| 8850 80TH ST SOUTH | COTTON GROVE | MN | 55016 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | |||||
| GIRL SCOUTS OF THE NW GREAT LAKES | ||||||||||||
| 4693 N LYNNDALE DR | APPLETON | WI | 54913 | NONE | PC | COMMUNITY DEVELOPMENT | $2,500 | |||||
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | NONE | PC | HEALTH & HUMAN SERVICES | $15,000 | |||||
| GREATER FOX CITIES AREA HABITAT FOR HUMANITY | ||||||||||||
| 921 MIDWAY | MENASHA | WI | 54952 | NONE | PC | WOMEN BUILD & ALMOST HOME PROGRAMS | $45,000 | |||||
| GREATER GREEN BAY CHAMBER FOUNDATION | ||||||||||||
| 300 N BROADWAY STE 3A | GREEN BAY | WI | 54303 | NONE | PC | COMMUNITY DEVELOPMENT | $5,000 | |||||
| GREATER GREEN BAY COMMUNITY FOUNDATION | ||||||||||||
| 300 N BROADWAY STE 3A | GREEN BAY | WI | 54303 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $5,000 | |||||
| GREATER GREEN BAY YMCA INC | ||||||||||||
| 235 N JEFFERSON ST | GREEN BAY | WI | 54301 | NONE | PC | COMMUNITY DEVELOPMENT | $5,000 | |||||
| HABITAT FOR HUMANITY GREATER FORT WAYNE | ||||||||||||
| 2020 E WASHINGTON BLVD STE 500 | FORT WAYNE | IN | 46803 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $2,500 | |||||
| HARBOR HOUSE | ||||||||||||
| 720 W FIFTH ST | APPLETON | WI | 54914 | NONE | PC | DOMESTIC ABUSE PROGRAMS | $109,000 | |||||
| HELP FOR CHILDRENS CANCER | ||||||||||||
| 23122 FOREST LN | TAYLOR | MI | 48180 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $1,000 | |||||
| HIRE HEROES USA | ||||||||||||
| 1360 UNION HILL ROAD BUILDING 2 | ALPHARETTA | GA | 30004 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $5,000 | SUITE A | ||||
| HOLYLAND FOOD PANTRY | ||||||||||||
| N10362 ST PAUL ROAD | MALONE | WI | 53049 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $20,000 | |||||
| HOPE CLINIC & CARE CENTER | ||||||||||||
| 1814 APPLETON RD | MENASHA | WI | 54952 | NONE | PC | HEALTH & HUMAN SERVICES | $2,700 | |||||
| HOUSE OF HOPE | ||||||||||||
| 1660 CHRISTIANA STREET | GREEN BAY | WI | 54303 | NONE | PC | YOUTH DROP-IN CENTER | $75,000 | |||||
| JACKIE NITSCHKE CENTER | ||||||||||||
| PO BOX 1085 | GREEN BAY | WI | 54305 | NONE | PC | HEALTH & HUMAN SERVICES | $25,000 | |||||
| JUNIOR ACHIEVEMENT | ||||||||||||
| 11 TRI-PARK WAY | APPLETON | WI | 54914 | NONE | PC | EDUCATION & SCHOLARSHIPS | $15,000 | |||||
| KENYA WORKS | ||||||||||||
| PO BOX 1572 | APPLETON | WI | 54912 | NONE | PC | INTERNATIONAL RELIEF; SHELTER WORKS PROGRAM | $117,505 | |||||
| KIM COM PROMOTIONS | ||||||||||||
| PO BOX 33 | KIMBERLY | WI | 54136 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $3,000 | |||||
| LAMERS FOUNDATION | ||||||||||||
| PO BOX 1025 | NEENAH | WI | 549571025 | NONE | PC | HEALTH & HUMAN SERVICES | $3,000 | |||||
| LEAVEN | ||||||||||||
| 1475 OPPORTUNITY WAY | MENASHA | WI | 54952 | NONE | PC | HEALTH & HUMAN SERVICES | $40,000 | |||||
| LHSAGM FOUNDATION | ||||||||||||
| 10427 W LINCOLN AVE STE 1300 | WEST ALLIS | WI | 53227 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $25,000 | |||||
| LIFE PROMOTIONS INC | ||||||||||||
| 3000 N POINTER ROAD | APPLETON | WI | 54911 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $20,000 | |||||
| LIFE TOOLS FOUNDATION INC | ||||||||||||
| 105 OAKRIDGE CT | COMBINED LOCKS | WI | 54113 | NONE | PC | EDUCATION & SCHOLARSHIPS | $5,000 | |||||
| LITTLE CHUTE SCHOOL DISTRICT | ||||||||||||
| 1402 FREEDOM RD | LITTLE CHUTE | WI | 54140 | NONE | GOV | EDUCATION & SCHOLARSHIPS | $1,000 | |||||
| LITTLE LIGHT HOUSE INC | ||||||||||||
| 5120 E 36TH ST | TULSA | OK | 74135 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $5,000 | |||||
| MAKING A DIFFERENCE OF LEBANON PA | ||||||||||||
| PO BOX 1425 | LEBANON | PA | 17042 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $5,000 | |||||
| NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) | ||||||||||||
| 211 E FRANKLIN ST | APPLETON | WI | 54911 | NONE | PC | MENTAL HEATLH PROGRAMING | $45,000 | |||||
| NEENAH-MENASHA EMERGENCY SOCIETY | ||||||||||||
| PO BOX 744 | NEENAH | WI | 54957 | NONE | PC | EDUCATION & SCHOLARSHIPS | $3,000 | |||||
| NEVILLE PUBLIC MUSEUM FOUNDATION | ||||||||||||
| PO BOX 325 | GREEN BAY | WI | 54305 | NONE | PC | EDUCATION & SCHOLARSHIPS | $2,500 | |||||
| NEW COMMUNITY SHELTER INC | ||||||||||||
| 301 MATHER ST | GREEN BAY | WI | 54303 | NONE | PC | FEEDING INDIVIDUALS AND FAMILIES | $25,000 | |||||
| OSHKOSH AREA COMMUNITY FOUNDATION | ||||||||||||
| 230 OHIO STREET STE 100 | OSHKOSH | WI | 54902 | NONE | PC | SUPPORT FOR COTS OSHKOSH | $100,000 | |||||
| OSHKOSH AREA COMMUNITY PANTRY | ||||||||||||
| 2551 JACKSON ST | OSHKOSH | WI | 54901 | NONE | PC | COMMUNITY PANTRY OPERATIONS | $25,000 | |||||
| PILLARS | ||||||||||||
| 605 E HANCOCK ST | APPLETON | WI | 54911 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $105,000 | |||||
| PREGNANCY SOLUTIONS INC | ||||||||||||
| 504 E VENICE AVE | VENICE | WI | 34285 | NONE | PC | ONGOING SUPPORT FOR EXPECTANT FAMILIES | $15,000 | |||||
| PREVENT SUICIDE FOX CITIES | ||||||||||||
| 211 E FRANKLIN ST STE F | APPLETON | WI | 54911 | NONE | PC | HEALTH & HUMAN SERVICES | $1,000 | |||||
| RAWHIDE INC | ||||||||||||
| E7475 RAWHIDE RD | NEW LONDON | WI | 549619052 | NONE | PC | HEALTH & HUMAN SERVICES | $10,000 | |||||
| REACH COUNSELING SERVICES | ||||||||||||
| 1509 S COMMERCIAL ST | NEENAH | WI | 54956 | NONE | PC | HEALTH & HUMAN SERVICES | $70,000 | |||||
| REBUILDING TOGETHER-FOX VALLEY | ||||||||||||
| 1800 APPLETON ROAD | MENASHA | WI | 54952 | NONE | PC | SAFE AND HEALTH HOUSING | $33,250 | |||||
| RIVERVIEW GARDENS INC | ||||||||||||
| 1101 S ONEIDA ST | APPLETON | WI | 54915 | NONE | PC | COMMUNITY DEVELOPMENT | $25,000 | |||||
| ROBB SCHOOL MEMORIAL FUND | ||||||||||||
| 200 E NOPAL ST | UVALDE | TX | 78801 | NONE | PC | EDUCATION & SCHOLARSHIPS | $40,000 | |||||
| RONALD MCDONALD HOUSE CHARITIES 1 | ||||||||||||
| 8948 W WATERTOWN PLANK RD | WAUWATOSA | WI | 53226 | NONE | PC | HEALTH & HUMAN SERVICES | $10,000 | |||||
| SALVATION ARMY- GREEN BAY | ||||||||||||
| 626 UNION COURT | GREEN BAY | WI | 54303 | NONE | PC | RED KETTLE SEASON MATCH DAY | $2,000 | |||||
| SALVATION ARMY | ||||||||||||
| 130 E NORTH STREET | APPLETON | WI | 54911 | NONE | PC | RED KETTLE SEASON MATCH DAY | $20,000 | |||||
| SAMARITAN COUNSELING CENTER OF THE FV | ||||||||||||
| 1205 PROVINCE TERRACE | MENASHA | WI | 54952 | NONE | PC | HEALTH & HUMAN SERVICES | $83,333 | |||||
| SANTA CLAUS INCORPORATED | ||||||||||||
| PO BOX 2642 | SAN BERNARDINO | CA | 92406 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $1,000 | |||||
| SAVE THE CHILDREN EMERGENCY FUND | ||||||||||||
| 501 KINGS HIGHWAY E | FAIRFIELD | CT | 06825 | NONE | PC | INTERNATIONAL RELIEF | $500,000 | |||||
| SHARING AND CARING HANDS | ||||||||||||
| 525 N 7TH ST | MINNEAPOLIS | MN | 55405 | NONE | PC | HEALTH & HUMAN SERVICES | $1,000 | |||||
| SOAR FOX CITIES | ||||||||||||
| 211 E FRANKLIN ST SUITE A | APPLETON | WI | 54911 | NONE | PC | HEALTH & HUMAN SERVICES | $2,500 | |||||
| SOCIETY OF ST VINCENT DE PAUL APPLETON | ||||||||||||
| 1924 W COLLEGE AVE | APPLETON | WI | 54914 | NONE | PC | HEALTH & HUMAN SERVICES | $25,000 | |||||
| SOLUTIONS RECOVERY INC | ||||||||||||
| 621 EVANS STREET | OSHKOSH | WI | 54901 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $5,000 | |||||
| SPINA BIFIDA WISCONSIN LTD | ||||||||||||
| 830 N 109TH ST SUITE 6 | WAUWATOSA | WI | 53226 | NONE | PC | HEALTH & HUMAN SERVICES | $1,500 | |||||
| SPRINGS RECOVERY CONNECTION | ||||||||||||
| 1930 W COLORADO AVE | COLORADO SPRINGS | CO | 80904 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $2,500 | |||||
| ST JOSEPH'S FOOD PROGRAM | ||||||||||||
| 1465 A OPPORTUNITY WAY | MENASHA | WI | 54952 | NONE | PC | HEALTH & HUMAN SERVICES | $25,000 | |||||
| ST PAUL PARISH | ||||||||||||
| 410 E WALLACE ST | COMBINED LOCKS | WI | 54113 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $500 | |||||
| ST VINCENT DE PAUL SOCIETY OF APPLETON | ||||||||||||
| 1924 W COLLEGE AVE | APPLETON | WI | 54914 | NONE | PC | BASIC NEEDS PROGRAM | $1,000 | |||||
| ST VINCENT DEPAUL | ||||||||||||
| 1425 S COMMERCIAL STREET | NEENAH | WI | 54956 | NONE | PC | BASIC NEEDS PROGRAM | $1,000 | |||||
| ST VINCENT DEPAUL | ||||||||||||
| 1529 LEO FRIGO WAY | GREEN BAY | WI | 543021163 | NONE | PC | BASIC NEEDS PROGRAM | $3,000 | |||||
| ST VINCENT DEPAUL | ||||||||||||
| 217 E SECOND ST | KAUKAUNA | WI | 54130 | NONE | PC | BASIC NEEDS PROGRAM | $1,000 | |||||
| ST VINCENT DEPAUL | ||||||||||||
| 2551 JACKSON ST | OSHKOSH | WI | 549011509 | NONE | PC | BASIC NEEDS PROGRAM | $1,000 | |||||
| STONEBRIAR FINANCIAL | ||||||||||||
| 5255 N EDGEWOOD DR | PROVO | UT | 84604 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $1,000 | |||||
| SYBLE HOPP SCHOOL | ||||||||||||
| 755 SCHUERING RD | DEPERE | WI | 54115 | NONE | PC | EDUCATION & SCHOLARSHIPS | $500 | |||||
| TEAM RUBICON | ||||||||||||
| 6171 CENTURY BLVD STE 310 | LOS ANGELES | CA | 90045 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $25,000 | |||||
| TEREBINTH REFUGE | ||||||||||||
| 110 2ND STREET S SUITE 231 | WAITE PARK | MN | 56387 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $5,000 | |||||
| THEDACARE FAMILY OF FOUNDATIONS | ||||||||||||
| 1818 N MEADE ST | APPLETON | WI | 54911 | NONE | PC | HEALTH & HUMAN SERVICES | $100,000 | |||||
| TRI COUNTY DENTAL | ||||||||||||
| 9 TRI-PARK WAY | APPLETON | WI | 54914 | NONE | PC | HEALTH & HUMAN SERVICES | $30,000 | |||||
| UNITED STATES CURLING ASSOCIATION INC | ||||||||||||
| PO BOX 580 | PLOVER | WI | 54467 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $2,000 | |||||
| UNITED STATES LUGE ASSOCIATION | ||||||||||||
| 57 CHURCH STREET | LAKE PLACID | NY | 129461805 | NONE | PC | COMMUNITY DEVELOPMENT | $1,000 | |||||
| UNITED WAY | ||||||||||||
| 1455 MIDWAY RD | MENASHA | WI | 54952 | NONE | PC | DIAPER BANK | $55,000 | |||||
| USA FOR UNHCR | ||||||||||||
| 1310 L ST NW STE 450 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $500,000 | |||||
| USA NORDIC | ||||||||||||
| 1612 WELLESLEY AVE | ST PAUL | MN | 55105 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $2,000 | |||||
| VICTORY COMMUNITY DEVELOPMENT CENTER | ||||||||||||
| NONE | NC | INTERNATIONAL RELIEF; SCHOOL FEEDING PROGRAM | $550,000 | PO BOX 141 | ONGATA RONGIA | KAJIADO | KE | |||||
| WELLO INC | ||||||||||||
| PO BOX 11656 | GREEN BAY | WI | 54307 | NONE | PC | FOSTER WELL-BEING, BELONGING, AND INCLUSION | $21,750 | |||||
| WISCONSIN UNITED COALITION OF MUTUAL ASSISTANCE (WUCMAA) | ||||||||||||
| 1109 N 6TH ST | WAUSAU | WI | 54956 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $5,000 | |||||
| WMC FOUNDATION INC | ||||||||||||
| 501 E WASHINGTON AVE | MADISON | WI | 64111 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $5,000 | |||||
| WOMEN'S EMPLOYMENT NETWORK | ||||||||||||
| 4328 MADISON AVE | KANSAS CITY | MO | 54914 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $10,000 | |||||
| WORLD CENTRAL KITCHEN | ||||||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 54403 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $10,000 | |||||
| WORLD VISION | ||||||||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | NONE | PC | INTERNATIONAL RELIEF | $10,000 | |||||
| YOUTH SEEN | ||||||||||||
| 4495 HALE PARKWAY | DENVER | CO | 54301 | NONE | PC | GENERAL SUPPORT FOR PROGRAMS | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,923,616 | 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 | $88,113 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$10,627 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $77,486 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,486 | 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 | $4,062,500 | 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 | $3,430 | Amt |
| Net Investment Income | $1,715 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,715 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| VICTORY COMMUNITY DEVELOPMENT CENTER | ||||||||||
| PO BOX 141 | ONGATA RONGAI | KE | 2021-12-20 | $555,000 | 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 | $555,000 | NONE KNOWN | VARIOUS | 2022-12-31 | ALL FUNDS WERE DISBURSED FOR THE CHARITABLE PURPOSE INTENDED WITH NO KNOWN DIVERSIONS. |
| VICTORY COMMUNITY DEVELOPMENT CENTER | ||||||||||
| PO BOX 141 | ONGATA RONGAI | KE | 2022-11-01 | $550,000 | 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 | NONE KNOWN | FINAL REPORT DUE ON 12/31/23 | |||
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 | $1,196,907 | EOYBookValueAmt |
| EOYFMV | $1,153,096 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BMO HARRIS [4018] - REITS | $70,832 | $62,822 |
| BMO HARRIS [4018] - COMMON STOCKS | $1,510,441 | $1,935,995 |
| BMO HARRIS [4018] - EMERGING MARKETS | $103,447 | $84,507 |
| BMO HARRIS [4018] - US EQUITY | $201,468 | $349,275 |
| BMO HARRIS [4018] - INTERNATIONAL DEVELOPED | $821,034 | $808,430 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $521 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $521 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $21,154 | Amt |
| Net Investment Income | $21,154 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $17,300 | $0 | $0 |
| FOREIGN TAXES | $2,369 | $2,369 | $0 |
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