2023-09-08T17:25:32-05:00 2022-12-31 390859910 BAKER TILLY US LLP 3850 N ALVIN STREET PO BOX 2459 APPLETON WI 549122459 990PF 2022-01-01 391540933 US VENTURESCHMIDT FAMILY FOUNDATION USVE 9208318818 425 BETTER WAY APPLETON WI 54915 AMBER SIMONDS TREASURER 9208318818 2023-09-07 1 AMBER SIMONDS 999009999 1 CHAD DERENNE CPA P00973948 9207337385 2023-09-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 6134231 X 4062500 88113 88113 -10627 4568194 0 4139986 88113 0 0 0 3430 1715 1715 21154 21154 0 19669 2369 0 521 0 521 44774 25238 2236 3923616 3923616 3968390 25238 3925852 171596 62875 595583 135215 135215 122608 1604891 1604891 3638677 2707222 3241029 1115771 1196907 1153096 5472639 5644235 6134231 0 0 X 0 0 0 0 5472639 5644235 5472639 5644235 5472639 5644235 5472639 171596 0 5644235 0 5644235 BMO HARRIS BANK 4563187 4578821 -15634 -15634 CAPITAL GAINS DIVIDENDS P 5007 5007 5007 -10627 874 0 874 0 874 11236 0 0 0 11236 0 10362 10362 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 WWW.USVENTURE.COM/GIVING-BACK/ AMBER SIMONDS 9202435872 425 BETTER WAY APPLETON WI 54915 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 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 NONE 0 NONE 0 0 4366312 502571 0 4868883 0 0 4868883 73033 4795850 239793 239793 874 874 238919 0 238919 0 238919 3925852 0 3925852 238919 0 0 1102742 1245961 1619669 1141635 1766879 6876886 3925852 0 0 0 238919 3686933 0 0 10563819 0 0 0 0 0 0 1102742 9461077 1245961 1619669 1141635 1766879 3686933 AMBER SIMONDS DAN POSANSKI SARAH JOHANNSEN 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. A BETTER CHICAGO 200 W MADISON ST 3RD FLOOR CHICAGO IL 60606 NONE PC EDUCATION & SCHOLARSHIPS 60000 ACHIEVE BROWN COUNTY 340 N BROADWAY GREEN BAY WI 54303 NONE PC EDUCATION & SCHOLARSHIPS 30000 ALLIES OF AUTISM INC VDE RACING W1971 PEARL ST SEYMOUR WI 54165 NONE PC FAMILY SUPPORT AND SOCIAL CONNECTEDNESS 5000 ALPORT SYNDROME FOUNDATION INC PO BOX 4130 SCOTTSDALE AZ 85261 NONE PC GENERAL SUPPORT FOR PROGRAMS 5000 ALS ASSOCIATION - WISCONSIN CHAPTER 3333 N MAYFAIR ROAD STE 104 WAUWATOSA WI 53222 NONE PC HEALTH & HUMAN SERVICES 25000 ALTERNATIVE CENTER FOR EDUCATION INC 101 W EDISON AVE 115 APPLETON WI 54915 NONE PC EDUCATION & SCHOLARSHIPS 2500 ALZHEIMER'S ASSOCIATION - GREATER WISC 3313 S PACKERLAND DR STE E GREEN BAY WI 54115 NONE PC WISCONSIN CARE AND SUPPORT PROGRAM 15000 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 25000 ASSOCIATION OF FUNDRAISING PROFESSIONALS PO BOX 2242 APPLETON WI 54912 NONE PC EDUCATION & SCHOLARSHIPS 4500 BABES INC 1331 E WISCONSIN AVE APPLETON WI 549113913 NONE PC GENERAL SUPPORT FOR PROGRAMS 3000 BIG BROTHERS BIG SISTERS NE WI 520 N BROADWAY ST STE 220 GREEN BAY WI 54303 NONE PC YOUTH MENTORING PROGRAMS 5000 BIG BROTHERS BIG SISTERS 1331 AMERICAN DR NEENAH WI 54956 NONE PC YOUTH MENTORING PROGRAMS 60000 BOYS AND GIRLS CLUB FOX VALLEY 117 S LOCUST ST APPLETON WI 54914 NONE PC EDUCATION & SCHOLARSHIPS 80000 BOYS AND GIRLS CLUB OF GREEN BAY 1451 UNIVERSITY AVE GREEN BAY WI 54302 NONE PC ACADEMIC COACHING AND MENTORING PROGRAMS 40000 BOYS AND GIRLS CLUB P O BOX 411 OSHKOSH WI 549030411 NONE PC COMMUNITY DEVELOPMENT 5000 BUILDING FOR KIDS 100 W COLLEGE AVENUE APPLETON WI 54911 NONE PC GENERAL SUPPORT FOR PROGRAMS 10000 CASA OF BROWN COUNTY 414 E WALNUT ST STE 170 GREEN BAY WI 54301 NONE PC HEALTH & HUMAN SERVICES 18000 CASA OF THE FOX CITIES 1500 N CASALOMA DR STE 200 APPLETON WI 54913 NONE PC COURT APPOINTED SPECIAL ADVOCATES 10000 CEREBRAL PALSY 2801 S WEBSTER AVE GREEN BAY WI 54301 NONE PC HEALTH & HUMAN SERVICES 5000 CHRISTIAN LIFE MINISTRIES 2756 LAKE SHORE AVE LITTLE CANADA MN 55117 NONE PC GENERAL SUPPORT FOR PROGRAMS 5000 CHRISTINE ANN DOMESTIC ABUSE SERVICES 206 ALGOMA BLVD OSHKOSH WI 54901 NONE PC EMERGENCY SHELTER 2023 25000 COMMON GROUND INC 1034 E OGDEN AVE MILWAUKEE WI 53202 NONE PC GENERAL SUPPORT FOR PROGRAMS 5000 COMMUNITY BENEFIT TREE P O BOX 348 KAUKAUNA WI 54130 NONE PC FAMILY SUPPORT PROGRAMS 30000 COMMUNITY CLOTHES CLOSET 1465 B OPPORTUNITY WAY MENASHA WI 54952 NONE PC PROVIDING THE BASIC NEED OF CLOTHING 16950 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION 4455 W LAWRENCE ST APPLETON WI 54914 NONE PC LEADERSHIP INSTITUTE PROGRAM 15000 COMMUNITY SERVICES AGENCY (COMSA) 1600 W SHAWANO AVE GREEN BAY WI 54303 NONE PC REFUGEE AND IMMIGRANT SERVICES 30000 COTS INC 819 S WEST AVE APPLETON WI 54915 NONE PC TRANSITIONAL SHELTER OPERATION 50000 CROSSSFIRE RANCH 2209 RIVERVIEW LN REEDSVILLE WI 54230 NONE PC GENERAL SUPPORT FOR PROGRAMS 2500 CXC SKIING PO BOX 930442 VERONA WI 53593 NONE PC GENERAL SUPPORT FOR PROGRAMS 2000 DAY BY DAY WARMING SHELTER 449 HIGH AVE OSHKOSH WI 54901 NONE PC GENERAL SUPPORT FOR PROGRAMS 20000 DIVERSE AND RESILIENT INC 400 N RICHMOND ST APPLETON WI 54911 NONE PC HEALTH & HUMAN SERVICES 5000 DYSLEXIA READING CONNECTION INC 2935 N BALLARD RD SUITE 1 APPLETON WI 54911 NONE PC GENERAL SUPPORT FOR PROGRAMS 2000 ENTERTAINMENT INDUSTRY FOUNDATION 10880 WILSHIRE BLVD STE 1400 LOS ANGELES CA 90002 NONE PC GENERAL SUPPORT FOR PROGRAMS 5000 EXCEPTIONAL EQUESTRIANS 1130 ORLANDO DRIVE DEPERE WI 54115 NONE PC HEALTH & HUMAN SERVICES 7500 FAMILY SERVICES OF NE WI P O BOX 22308 GREEN BAY WI 54305 NONE PC PARENTS AS TEACHERS HOME VISITATION PROGRAMMING 30000 FEEDING AMERICA EASTERN WISCONSIN 2911 W EVERGREEN DR APPLETON WI 54913 NONE PC HEALTH & HUMAN SERVICES 100000 FOLDS OF HONOR TENNESSEE CHAPTER 664 LEGENDS CREST DRIVE FRANKLIN TN 37069 NONE PC GENERAL SUPPORT FOR PROGRAMS 5000 FOOD BANK OF EASTERN MICHIGAN 2312 LAPEER RD FLINT MI 485034221 NONE PC HEALTH & HUMAN SERVICES 3000 FORK FARMS 1025 LOMBARDI AVE GREEN BAY WI 54304 NONE PC GENERAL SUPPORT FOR PROGRAMS 4828 FOUNDATIONS FOR LIVING WAUPACA 1421 CHURCHILL ST WAUPACA WI 54981 NONE PC GENERAL SUPPORT FOR PROGRAMS 3000 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 1000 FOX CITIES PERFORMING ARTS CENTER 400 W COLLEGE AVE APPLETON WI 549120563 NONE PC ARTS/CULTURE 2000 FOX VALLEY LITERACY COUNCIL 130 E FRANKLIN ST APPLETON WI 54911 NONE PC ENDING POVERTY THROUGH IMPROVED LITERACY PROGRAM 50000 FOX VALLEY MEMORY PROJECT 1800 APPLETON RD MENASHA WI 54952 NONE PC HEALTH & HUMAN SERVICES 2500 FOX VALLEY TECHNICAL COLLEGE PO BOX 2277 APPLETON WI 549132277 NONE PC COMMUNITY DEVELOPMENT 5000 FREEDOM HOUSE MINISTRIES 2997 SAINT ANTHONY DR GREEN BAY WI 54313 NONE PC GENERAL SUPPORT FOR PROGRAMS 5000 FRIENDS IN NEED FOOD SHELF 8850 80TH ST SOUTH COTTON GROVE MN 55016 NONE PC HEALTH & HUMAN SERVICES 5000 GIRL SCOUTS OF THE NW GREAT LAKES 4693 N LYNNDALE DR APPLETON WI 54913 NONE PC COMMUNITY DEVELOPMENT 2500 GREATER CHICAGO FOOD DEPOSITORY 4100 W ANN LURIE PL CHICAGO IL 60632 NONE PC HEALTH & HUMAN SERVICES 15000 GREATER FOX CITIES AREA HABITAT FOR HUMANITY 921 MIDWAY MENASHA WI 54952 NONE PC WOMEN BUILD & ALMOST HOME PROGRAMS 45000 GREATER GREEN BAY CHAMBER FOUNDATION 300 N BROADWAY STE 3A GREEN BAY WI 54303 NONE PC COMMUNITY DEVELOPMENT 5000 GREATER GREEN BAY COMMUNITY FOUNDATION 300 N BROADWAY STE 3A GREEN BAY WI 54303 NONE PC GENERAL SUPPORT FOR PROGRAMS 5000 GREATER GREEN BAY YMCA INC 235 N JEFFERSON ST GREEN BAY WI 54301 NONE PC COMMUNITY DEVELOPMENT 5000 HABITAT FOR HUMANITY GREATER FORT WAYNE 2020 E WASHINGTON BLVD STE 500 FORT WAYNE IN 46803 NONE PC GENERAL SUPPORT FOR PROGRAMS 2500 HARBOR HOUSE 720 W FIFTH ST APPLETON WI 54914 NONE PC DOMESTIC ABUSE PROGRAMS 109000 HELP FOR CHILDRENS CANCER 23122 FOREST LN TAYLOR MI 48180 NONE PC GENERAL SUPPORT FOR PROGRAMS 1000 HIRE HEROES USA 1360 UNION HILL ROAD BUILDING 2 SUITE A ALPHARETTA GA 30004 NONE PC GENERAL SUPPORT FOR PROGRAMS 5000 HOLYLAND FOOD PANTRY N10362 ST PAUL ROAD MALONE WI 53049 NONE PC GENERAL SUPPORT FOR PROGRAMS 20000 HOPE CLINIC & CARE CENTER 1814 APPLETON RD MENASHA WI 54952 NONE PC HEALTH & HUMAN SERVICES 2700 HOUSE OF HOPE 1660 CHRISTIANA STREET GREEN BAY WI 54303 NONE PC YOUTH DROP-IN CENTER 75000 JACKIE NITSCHKE CENTER PO BOX 1085 GREEN BAY WI 54305 NONE PC HEALTH & HUMAN SERVICES 25000 JUNIOR ACHIEVEMENT 11 TRI-PARK WAY APPLETON WI 54914 NONE PC EDUCATION & SCHOLARSHIPS 15000 KENYA WORKS PO BOX 1572 APPLETON WI 54912 NONE PC INTERNATIONAL RELIEF; SHELTER WORKS PROGRAM 117505 KIM COM PROMOTIONS PO BOX 33 KIMBERLY WI 54136 NONE PC GENERAL SUPPORT FOR PROGRAMS 3000 LAMERS FOUNDATION PO BOX 1025 NEENAH WI 549571025 NONE PC HEALTH & HUMAN SERVICES 3000 LEAVEN 1475 OPPORTUNITY WAY MENASHA WI 54952 NONE PC HEALTH & HUMAN SERVICES 40000 LHSAGM FOUNDATION 10427 W LINCOLN AVE STE 1300 WEST ALLIS WI 53227 NONE PC GENERAL SUPPORT FOR PROGRAMS 25000 LIFE PROMOTIONS INC 3000 N POINTER ROAD APPLETON WI 54911 NONE PC GENERAL SUPPORT FOR PROGRAMS 20000 LIFE TOOLS FOUNDATION INC 105 OAKRIDGE CT COMBINED LOCKS WI 54113 NONE PC EDUCATION & SCHOLARSHIPS 5000 LITTLE CHUTE SCHOOL DISTRICT 1402 FREEDOM RD LITTLE CHUTE WI 54140 NONE GOV EDUCATION & SCHOLARSHIPS 1000 LITTLE LIGHT HOUSE INC 5120 E 36TH ST TULSA OK 74135 NONE PC GENERAL SUPPORT FOR PROGRAMS 5000 MAKING A DIFFERENCE OF LEBANON PA PO BOX 1425 LEBANON PA 17042 NONE PC GENERAL SUPPORT FOR PROGRAMS 5000 NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) 211 E FRANKLIN ST APPLETON WI 54911 NONE PC MENTAL HEATLH PROGRAMING 45000 NEENAH-MENASHA EMERGENCY SOCIETY PO BOX 744 NEENAH WI 54957 NONE PC EDUCATION & SCHOLARSHIPS 3000 NEVILLE PUBLIC MUSEUM FOUNDATION PO BOX 325 GREEN BAY WI 54305 NONE PC EDUCATION & SCHOLARSHIPS 2500 NEW COMMUNITY SHELTER INC 301 MATHER ST GREEN BAY WI 54303 NONE PC FEEDING INDIVIDUALS AND FAMILIES 25000 OSHKOSH AREA COMMUNITY FOUNDATION 230 OHIO STREET STE 100 OSHKOSH WI 54902 NONE PC SUPPORT FOR COTS OSHKOSH 100000 OSHKOSH AREA COMMUNITY PANTRY 2551 JACKSON ST OSHKOSH WI 54901 NONE PC COMMUNITY PANTRY OPERATIONS 25000 PILLARS 605 E HANCOCK ST APPLETON WI 54911 NONE PC GENERAL SUPPORT FOR PROGRAMS 105000 PREGNANCY SOLUTIONS INC 504 E VENICE AVE VENICE WI 34285 NONE PC ONGOING SUPPORT FOR EXPECTANT FAMILIES 15000 PREVENT SUICIDE FOX CITIES 211 E FRANKLIN ST STE F APPLETON WI 54911 NONE PC HEALTH & HUMAN SERVICES 1000 RAWHIDE INC E7475 RAWHIDE RD NEW LONDON WI 549619052 NONE PC HEALTH & HUMAN SERVICES 10000 REACH COUNSELING SERVICES 1509 S COMMERCIAL ST NEENAH WI 54956 NONE PC HEALTH & HUMAN SERVICES 70000 REBUILDING TOGETHER-FOX VALLEY 1800 APPLETON ROAD MENASHA WI 54952 NONE PC SAFE AND HEALTH HOUSING 33250 RIVERVIEW GARDENS INC 1101 S ONEIDA ST APPLETON WI 54915 NONE PC COMMUNITY DEVELOPMENT 25000 ROBB SCHOOL MEMORIAL FUND 200 E NOPAL ST UVALDE TX 78801 NONE PC EDUCATION & SCHOLARSHIPS 40000 RONALD MCDONALD HOUSE CHARITIES 1 8948 W WATERTOWN PLANK RD WAUWATOSA WI 53226 NONE PC HEALTH & HUMAN SERVICES 10000 SALVATION ARMY- GREEN BAY 626 UNION COURT GREEN BAY WI 54303 NONE PC RED KETTLE SEASON MATCH DAY 2000 SALVATION ARMY 130 E NORTH STREET APPLETON WI 54911 NONE PC RED KETTLE SEASON MATCH DAY 20000 SAMARITAN COUNSELING CENTER OF THE FV 1205 PROVINCE TERRACE MENASHA WI 54952 NONE PC HEALTH & HUMAN SERVICES 83333 SANTA CLAUS INCORPORATED PO BOX 2642 SAN BERNARDINO CA 92406 NONE PC GENERAL SUPPORT FOR PROGRAMS 1000 SAVE THE CHILDREN EMERGENCY FUND 501 KINGS HIGHWAY E FAIRFIELD CT 06825 NONE PC INTERNATIONAL RELIEF 500000 SHARING AND CARING HANDS 525 N 7TH ST MINNEAPOLIS MN 55405 NONE PC HEALTH & HUMAN SERVICES 1000 SOAR FOX CITIES 211 E FRANKLIN ST SUITE A APPLETON WI 54911 NONE PC HEALTH & HUMAN SERVICES 2500 SOCIETY OF ST VINCENT DE PAUL APPLETON 1924 W COLLEGE AVE APPLETON WI 54914 NONE PC HEALTH & HUMAN SERVICES 25000 SOLUTIONS RECOVERY INC 621 EVANS STREET OSHKOSH WI 54901 NONE PC GENERAL SUPPORT FOR PROGRAMS 5000 SPINA BIFIDA WISCONSIN LTD 830 N 109TH ST SUITE 6 WAUWATOSA WI 53226 NONE PC HEALTH & HUMAN SERVICES 1500 SPRINGS RECOVERY CONNECTION 1930 W COLORADO AVE COLORADO SPRINGS CO 80904 NONE PC GENERAL SUPPORT FOR PROGRAMS 2500 ST JOSEPH'S FOOD PROGRAM 1465 A OPPORTUNITY WAY MENASHA WI 54952 NONE PC HEALTH & HUMAN SERVICES 25000 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 1000 ST VINCENT DEPAUL 1425 S COMMERCIAL STREET NEENAH WI 54956 NONE PC BASIC NEEDS PROGRAM 1000 ST VINCENT DEPAUL 1529 LEO FRIGO WAY GREEN BAY WI 543021163 NONE PC BASIC NEEDS PROGRAM 3000 ST VINCENT DEPAUL 217 E SECOND ST KAUKAUNA WI 54130 NONE PC BASIC NEEDS PROGRAM 1000 ST VINCENT DEPAUL 2551 JACKSON ST OSHKOSH WI 549011509 NONE PC BASIC NEEDS PROGRAM 1000 STONEBRIAR FINANCIAL 5255 N EDGEWOOD DR PROVO UT 84604 NONE PC GENERAL SUPPORT FOR PROGRAMS 1000 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 25000 TEREBINTH REFUGE 110 2ND STREET S SUITE 231 WAITE PARK MN 56387 NONE PC GENERAL SUPPORT FOR PROGRAMS 5000 THEDACARE FAMILY OF FOUNDATIONS 1818 N MEADE ST APPLETON WI 54911 NONE PC HEALTH & HUMAN SERVICES 100000 TRI COUNTY DENTAL 9 TRI-PARK WAY APPLETON WI 54914 NONE PC HEALTH & HUMAN SERVICES 30000 UNITED STATES CURLING ASSOCIATION INC PO BOX 580 PLOVER WI 54467 NONE PC GENERAL SUPPORT FOR PROGRAMS 2000 UNITED STATES LUGE ASSOCIATION 57 CHURCH STREET LAKE PLACID NY 129461805 NONE PC COMMUNITY DEVELOPMENT 1000 UNITED WAY 1455 MIDWAY RD MENASHA WI 54952 NONE PC DIAPER BANK 55000 USA FOR UNHCR 1310 L ST NW STE 450 WASHINGTON DC 20005 NONE PC GENERAL SUPPORT FOR PROGRAMS 500000 USA NORDIC 1612 WELLESLEY AVE ST PAUL MN 55105 NONE PC GENERAL SUPPORT FOR PROGRAMS 2000 VICTORY COMMUNITY DEVELOPMENT CENTER PO BOX 141 ONGATA RONGIA KAJIADO KE NONE NC INTERNATIONAL RELIEF; SCHOOL FEEDING PROGRAM 550000 WELLO INC PO BOX 11656 GREEN BAY WI 54307 NONE PC FOSTER WELL-BEING, BELONGING, AND INCLUSION 21750 WISCONSIN UNITED COALITION OF MUTUAL ASSISTANCE (WUCMAA) 1109 N 6TH ST WAUSAU WI 54956 NONE PC GENERAL SUPPORT FOR PROGRAMS 5000 WMC FOUNDATION INC 501 E WASHINGTON AVE MADISON WI 64111 NONE PC GENERAL SUPPORT FOR PROGRAMS 5000 WOMEN'S EMPLOYMENT NETWORK 4328 MADISON AVE KANSAS CITY MO 54914 NONE PC GENERAL SUPPORT FOR PROGRAMS 10000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 54403 NONE PC GENERAL SUPPORT FOR PROGRAMS 10000 WORLD VISION PO BOX 9716 FEDERAL WAY WA 98063 NONE PC INTERNATIONAL RELIEF 10000 YOUTH SEEN 4495 HALE PARKWAY DENVER CO 54301 NONE PC GENERAL SUPPORT FOR PROGRAMS 1000 3923616 0 14 88113 18 -10627 0 77486 0 77486 0 0 0 0 0 0 0 0 0 0 X X 1 US VENTURE INC 425 BETTER WAY APPLETON WI 54915 4062500 X TAX RETURN PREPARATION 3430 1715 1715 VICTORY COMMUNITY DEVELOPMENT CENTER PO BOX 141 ONGATA RONGAI KE 2021-12-20 555000 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 555000 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 550000 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 BMO HARRIS [4018] - FIXED INCOME 1196907 1153096 BMO HARRIS [4018] - REITS 70832 62822 BMO HARRIS [4018] - COMMON STOCKS 1510441 1935995 BMO HARRIS [4018] - EMERGING MARKETS 103447 84507 BMO HARRIS [4018] - US EQUITY 201468 349275 BMO HARRIS [4018] - INTERNATIONAL DEVELOPED 821034 808430 BANK CHARGES 521 0 521 INVESTMENT MANAGEMENT FEES 21154 21154 0 EXCISE TAXES 17300 0 0 FOREIGN TAXES 2369 2369 0