US VENTURE-SCHMIDT FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- US VENTURE-SCHMIDT FAMILY FOUNDATION INC (EIN 39-1540933)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349102309
- Schema version
- 2021v4.2
- 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 | 2022-11-15T09:25:30-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-14 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHAD DERENNE CPA | PreparerPersonNm |
| PTIN | P00973948 | PTIN |
| Phone | 9207337385 | PhoneNum |
| Preparation | 2022-11-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,070,433 | 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 | $1,937,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $120,913 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,913 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $709,813 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,944,306 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $709,813 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,768,226 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $830,726 | 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 | $3,220 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,610 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,610 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,387 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,388 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,444 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,644 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $290 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $290 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,341 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,642 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,071,909 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,071,909 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,106,250 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,642 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,073,809 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $661,976 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $801,084 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $735,658 | CashBOYAmt |
| Cash EOY | $595,583 | CashEOYAmt |
| Cash EOYFMV | $595,583 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $122,608 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $122,608 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,921,891 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,638,677 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,213,478 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,153,114 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,115,771 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,138,764 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,810,663 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,472,639 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,070,433 | 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 | $4,810,663 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,472,639 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,810,663 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,472,639 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,810,663 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,472,639 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,810,663 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $661,976 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,472,639 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,472,639 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| BMO HARRIS BANK N.A. | $1,469,083 | $1,318,163 | $150,920 | $150,920 | |
| BMO HARRIS BANK N.A. | $1,392,682 | $916,330 | $476,352 | $476,352 | |
| CAPITAL GAINS DIVIDENDS | $82,541 | $82,541 | $82,541 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $709,813 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,135 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,135 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,135 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,071 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,071 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,936 | OverpaymentAmt |
| Applied To ES Tax | $5,936 | 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 | N/A | 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 | Yes (1) | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JIM ANHOLZER | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| AMBER SIMONDS | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | TREASURER | 1.00 | $0 | $0 | $0 |
| DAN POSANSKI | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | SECRETARY | 1.00 | $0 | $0 | $0 |
| PAUL KUBIC | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | PRESIDENT | 1.00 | $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 | $6,079,120 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $379,050 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,458,170 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,458,170 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,873 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,361,297 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $318,065 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $318,065 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,135 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,135 | TotalTaxAmt |
| Distributable Before Adj | $306,930 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $306,930 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $306,930 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,073,809 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,073,809 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $306,930 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,088,714 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,102,742 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,245,961 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,619,669 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,141,635 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,198,721 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,073,809 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $306,930 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,766,879 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,965,600 | 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 | $2,088,714 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,876,886 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,102,742 | ExcessFromYear4Amt |
| Excess From Year3 | $1,245,961 | ExcessFromYear3Amt |
| Excess From Year2 | $1,619,669 | ExcessFromYear2Amt |
| Excess From Year1 | $1,141,635 | ExcessFromYear1Amt |
| Excess From Current Year | $1,766,879 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JIM ANHOLZER | ContributingManagerNm |
| Contributing Manager | AMBER SIMONDS | ContributingManagerNm |
| Contributing Manager | DAN POSANSKI | ContributingManagerNm |
| Contributing Manager | PAUL KUBIC | 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 (94 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 | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 911 THE AVENUE | |||||||||||
| 2300 RIVERSIDE DRIVE | GREEN BAY | WI | 54301 | NONE | PC | ARTS & CULTURE | $5,000 | ||||
| A BETTER CHICAGO | |||||||||||
| 600 WEST VAN BUREN ST STE 510 | CHICAGO | IL | 60607 | NONE | PC | EDUCATION & SCHOLARSHIPS | $60,000 | ||||
| ALS ASSOCIATION - WISCONSIN CHAPTER | |||||||||||
| 3333 N MAYFAIR ROAD STE 104 | WAUWATOSA | WI | 53222 | NONE | PC | HEALTH & HUMAN SERVICES | $20,000 | ||||
| ALZHEIMER'S ASSOCIATION - GREATER WISC | |||||||||||
| 3313 S PACKERLAND DR STE E | DE PERE | WI | 54115 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| APPLETON AREA SCHOOL DISTRICT | |||||||||||
| 2037 N ELINOR ST | APPLETON | WI | 54914 | NONE | GOV | EDUCATION & SCHOLARSHIPS | $5,000 | ||||
| APRICITY | |||||||||||
| 1010 STROHMEYER DR | NEENAH | WI | 54956 | NONE | PC | HEALTH & HUMAN SERVICES | $25,000 | ||||
| ATTACK POVERTY | |||||||||||
| 3727 GREENBRIAR STE 100 | STAFFORD | TX | 77477 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| BADGER AIR COMMUNITY COUNCIL | |||||||||||
| PO BOX 192 | MADISON | WI | 53701 | NONE | PC | COMMUNITY DEVELOPMENT | $5,000 | ||||
| BIG BROTHERS BIG SISTERS | |||||||||||
| 1331 AMERICAN DR | NEENAH | WI | 54956 | NONE | PC | HEALTH & HUMAN SERVICES | $60,000 | ||||
| BOYS AND GIRLS BRIGADE | |||||||||||
| 109 W COLUMBIAN AVE | NEENAH | WI | 54956 | NONE | PC | COMMUNITY DEVELOPMENT | $2,500 | ||||
| BOYS AND GIRLS CLUB FOX VALLEY | |||||||||||
| 117 S LOCUST ST | APPLETON | WI | 54914 | NONE | PC | EDUCATION & SCHOLARSHIPS | $75,000 | ||||
| BOYS AND GIRLS CLUB OF GREEN BAY | |||||||||||
| 1451 UNIVERSITY AVE | GREEN BAY | WI | 54302 | NONE | PC | EDUCATION & SCHOLARSHIPS | $20,000 | ||||
| BOYS AND GIRLS CLUB OF PORTAGE COUNTY | |||||||||||
| 941 MICHIGAN AVE | STEVENS POINT | WI | 54481 | NONE | PC | EDUCATION & SCHOLARSHIPS | $7,500 | ||||
| BOYS AND GIRLS CLUB | |||||||||||
| PO BOX 411 501 E PARKWAY AVE | OSHKOSH | WI | 539030411 | NONE | PC | COMMUNITY DEVELOPMENT | $5,000 | ||||
| CAREER LEARNING AND EMPLOYMENT CENTER | |||||||||||
| 9130 OTIS AVE STE A | INDIANAPOLIS | IN | 46216 | NONE | PC | EDUCATION & SCHOLARSHIPS | $5,000 | ||||
| CASA OF THE FOX CITIES | |||||||||||
| 1500 N CASALOMA DR STE 401 | APPLETON | WI | 54913 | NONE | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| CENTER FOR ENRICHED LIVING | |||||||||||
| 280 SAUNDERS RD | RIVERWOODS | IL | 60015 | NONE | PC | EDUCATION & SCHOLARSHIPS | $1,000 | ||||
| CEREBRAL PALSY | |||||||||||
| 2801 S WEBSTER AVE | GREEN BAY | WI | 54301 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| CHILDREN'S MUSEUM OF GREEN BAY | |||||||||||
| 301 NORTH WASHINGTON ST | GREEN BAY | WI | 54301 | NONE | PC | EDUCATION & SCHOLARSHIPS | $2,500 | ||||
| CHRISTIAN LIFE MINISTRIES | |||||||||||
| 2756 LAKE SHORE AVE | LITTLE CANADA | MN | 55117 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| CHRISTINE ANN DOMESTIC ABUSE SERVICES | |||||||||||
| 206 ALGOMA BLVD | OSHKOSH | WI | 54901 | NONE | PC | HEALTH & HUMAN SERVICES | $20,000 | ||||
| COMMUNITY CLOTHES CLOSET | |||||||||||
| 1465 B OPPORTUNITY WAY | MENASHA | WI | 54952 | NONE | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| COMMUNITY FOUNDATION FOX VALLEY REGION | |||||||||||
| 4455 W LAWRENCE ST | APPLETON | WI | 54914 | NONE | PC | COMMUNITY DEVELOPMENT | $12,500 | ||||
| COTS | |||||||||||
| 819 S WEST AVE | APPLETON | WI | 54915 | NONE | PC | HEALTH & HUMAN SERVICES | $52,500 | ||||
| CROSSFIRE RANCH | |||||||||||
| 2209 RIVERVIEW LN | REEDSVILLE | WI | 54230 | NONE | PC | HEALTH & HUMAN SERVICES | $1,000 | ||||
| DYSLEXIA READING CONNECTION INC | |||||||||||
| 2935 N BALLARD RD STE 1 | APPLETON | WI | 54911 | NONE | PC | EDUCATION & SCHOLARSHIPS | $3,000 | ||||
| EXCEPTIONAL EQUESTRIANS | |||||||||||
| 1130 ORLANDO DRIVE | DE PERE | WI | 54115 | NONE | PC | HEALTH & HUMAN SERVICES | $7,500 | ||||
| FAMILY PATHWAYS | |||||||||||
| 6413 OAK ST | NORTH BRANCH | MN | 55056 | NONE | PC | HEALTH & HUMAN SERVICES | $1,000 | ||||
| FAMILY SERVICES OF NE WI | |||||||||||
| PO BOX 22308 | GREEN BAY | WI | 54305 | NONE | PC | HEALTH & HUMAN SERVICES | $25,000 | ||||
| FAMILY TRAINING PROGRAM | |||||||||||
| 1336 AMERICAN DRIVE | NEENAH | WI | 54956 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| FEEDING AMERICA EASTERN WISCONSIN | |||||||||||
| 2911 W EVERGREEN DR | APPLETON | WI | 54913 | NONE | PC | HEALTH & HUMAN SERVICES | $52,900 | ||||
| FOOD BANK OF EASTERN MICHIGAN | |||||||||||
| 2300 LAPEER RD | FLINT | MI | 485034221 | NONE | PC | HEALTH & HUMAN SERVICES | $3,000 | ||||
| FOX CITIES PERFORMING ARTS CENTER | |||||||||||
| 400 W COLLEGE AVE | APPLETON | WI | 549120563 | NONE | PC | ARTS & CULTURE | $5,000 | ||||
| FOX VALLEY JAIL MINISTRY | |||||||||||
| OUTAGAMIE COUNTY JAIL 320 S WALNUT | APPLETON | WI | 54911 | NONE | PC | HEALTH & HUMAN SERVICES | $25,000 | ST | |||
| FOX VALLEY LITERACY COUNCIL | |||||||||||
| 130 E FRANKLIN ST | APPLETON | WI | 54911 | NONE | PC | EDUCATION & SCHOLARSHIPS | $2,500 | ||||
| FRIENDS IN NEED FOOD SHELF | |||||||||||
| 8850 80TH ST SOUTH | COTTON GROVE | MN | 55016 | NONE | PC | HEALTH & HUMAN SERVICES | $7,500 | ||||
| FRIENDS OF THE NEW LONDON PUBLIC LIBRARY | |||||||||||
| 406 S PEARL ST | NEW LONDON | WI | 54961 | NONE | PC | EDUCATION & SCHOLARSHIPS | $25,000 | ||||
| FRIENDSHIP PLACE | |||||||||||
| 220 N COMMERICAL ST | NEENAH | WI | 54956 | NONE | PC | HEALTH & HUMAN SERVICES | $7,500 | ||||
| GIRL SCOUTS OF THE NW GREAT LAKES | |||||||||||
| 4693 N LYNNDALE DR | APPLETON | WI | 54913 | NONE | PC | COMMUNITY DEVELOPMENT | $5,000 | ||||
| GPS EDUCATION PARTNERS INC | |||||||||||
| 20633 WATERTOWN CT STE 202 | WAUKESHA | WI | 53186 | NONE | PC | EDUCATION & SCHOLARSHIPS | $5,000 | ||||
| GREATER FOX CITIES AREA HABITAT FOR HUMANITY | |||||||||||
| 921 MIDWAY | MENASHA | WI | 54952 | NONE | PC | HEALTH & HUMAN SERVICES | $20,000 | ||||
| GREATER GREEN BAY CHAMBER FOUNDATION | |||||||||||
| 300 N BROADWAY | GREEN BAY | WI | 54303 | NONE | PC | COMMUNITY DEVELOPMENT | $2,500 | ||||
| GREATER GREEN BAY COMMUNITY FOUNDATION | |||||||||||
| 320 N BROADWAY STREET STE 260 | GREEN BAY | WI | 54303 | NONE | PC | COMMUNITY DEVELOPMENT | $10,000 | ||||
| GREATER GREEN BAY YMCA INC | |||||||||||
| 235 N JEFFERSON ST | GREEN BAY | WI | 54301 | NONE | PC | COMMUNITY DEVELOPMENT | $10,000 | ||||
| HARBOR HOUSE | |||||||||||
| 720 W FIFTH ST | APPLETON | WI | 54914 | NONE | PC | HEALTH & HUMAN SERVICES | $75,000 | ||||
| HIRE HEROS USA | |||||||||||
| 1360 UNION HILL RD BLDG 2 STE A | ALPHARETTA | GA | 30004 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| HOLY SPIRIT SCHOOL | |||||||||||
| W2796 CITY RD KK | APPLETON | WI | 54915 | NONE | PC | EDUCATION & SCHOLARSHIPS | $12,500 | ||||
| HOPE CLINIC & CARE CENTER | |||||||||||
| 1814 APPLETON RD | MENASHA | WI | 54952 | NONE | PC | HEALTH & HUMAN SERVICES | $30,000 | ||||
| HOWE COMMUNITY RESOURCE CENTER | |||||||||||
| 526 S MONROE AVE | GREEN BAY | WI | 54301 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| INSPIRATION MINISTRIES | |||||||||||
| PO BOX 948 | WALWORTH | WI | 53184 | NONE | PC | HEALTH & HUMAN SERVICES | $7,500 | ||||
| JAKE'S DIAPERS | |||||||||||
| 2396 INDUSTRIAL DRIVE | NEENAH | WI | 54956 | NONE | PC | HEALTH & HUMAN SERVICES | $30,000 | ||||
| JUNIOR ACHIEVEMENT | |||||||||||
| 3125 N MISTWOOD LN | APPLETON | WI | 54914 | NONE | PC | EDUCATION & SCHOLARSHIPS | $10,000 | ||||
| KIMBERLY BOOSTER CLUB | |||||||||||
| 1662 E KENNEDY AVE | KIMBERLY | WI | 54136 | NONE | PC | EDUCATION & SCHOLARSHIPS | $2,500 | ||||
| LHSAGM FOUNDATION | |||||||||||
| 10427 W LINCOLN AVE STE 1300 | WEST ALIS | WI | 53227 | NONE | PC | EDUCATION & SCHOLARSHIPS | $20,000 | ||||
| LIFE PROMOTIONS INC | |||||||||||
| 3000 N POINTER RD | APPLETON | WI | 54911 | NONE | PC | EDUCATION & SCHOLARSHIPS | $30,000 | ||||
| MENTAL HEALTH AMERICA OF GREATER HOUSTON | |||||||||||
| 2211 NORFOLK ST STE 810 | HOUSTON | TX | 77098 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| MISSION OF HOPE HOUSE OF WISCONSIN | |||||||||||
| 520 N SHAWANO ST | NEW LONDON | WI | 54961 | NONE | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| MY BROTHERS KEEPER | |||||||||||
| 1463 MAIN STREET | GREEN BAY | WI | 543021750 | NONE | PC | HEALTH & HUMAN SERVICES | $2,500 | ||||
| NEW COMMUNITY CLINIC | |||||||||||
| 622 BODART STREET | GREEN BAY | WI | 53401 | NONE | PC | HEALTH & HUMAN SERVICES | $25,000 | ||||
| NAMI | |||||||||||
| 211 E FRANKLIN ST | APPLETON | WI | 54911 | NONE | PC | HEALTH & HUMAN SERVICES | $35,000 | ||||
| NEENAH-MENASHA EMERGENCY SOCIETY | |||||||||||
| PO BOX 744 | NEENAH | WI | 54957 | NONE | PC | EDUCATION & SCHOLARSHIPS | $2,500 | ||||
| NEVILLE PUBLIC MUSEUM FOUNDATION | |||||||||||
| PO BOX 325 | GREEN BAY | WI | 54305 | NONE | PC | EDUCATION & SCHOLARSHIPS | $2,500 | ||||
| NEW HOPE CENTER INC | |||||||||||
| 443 MANHATTAN STREET | CHILTON | WI | 53014 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| OSHKOSH AREA COMMUNITY PANTRY | |||||||||||
| 2551 JACKSON ST | OSHKOSH | WI | 54901 | NONE | PC | HEALTH & HUMAN SERVICES | $20,000 | ||||
| PAUL VAN HANDEL FOUNDATION | |||||||||||
| 6240 COMMUNICATION CT STE 2 | APPLETON | WI | 54914 | NONE | PC | HEALTH & HUMAN SERVICES | $2,500 | ||||
| PILLARS | |||||||||||
| 605 E HANCOCK ST | APPLETON | WI | 54911 | NONE | PC | HEALTH & HUMAN SERVICES | $100,000 | ||||
| PREGNANCY SOLUTIONS INC | |||||||||||
| 504 E VENICE AVE | VENICE | FL | 34285 | NONE | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| REBUILDING TOGETHER-FOX VALLEY | |||||||||||
| 1800 APPLETON ROAD | MENASHA | WI | 54952 | NONE | PC | COMMUNITY DEVELOPMENT | $17,500 | ||||
| RIVERVIEW GARDENS INC | |||||||||||
| 1101 S ONEIDA ST | APPLETON | WI | 54915 | NONE | PC | COMMUNITY DEVELOPMENT | $25,000 | ||||
| ROGERS MEMORIAL HOSPITAL FOUNDATION | |||||||||||
| 34700 VALLEY ROAD | OCONOMOWOC | WI | 53066 | NONE | PC | HEALTH & HUMAN SERVICES | $15,000 | ||||
| SALVATION ARMY | |||||||||||
| PO BOX 1605 | APPLETON | WI | 54912 | NONE | PC | HEALTH & HUMAN SERVICES | $15,000 | ||||
| SAMARITAN COUNSELING CENTER | |||||||||||
| 1478 KENWOOD DR STE 1 | MENASHA | WI | 54952 | NONE | PC | HEALTH & HUMAN SERVICES | $83,333 | ||||
| SMILE TRAIN | |||||||||||
| PO BOX 96208 40 MADSION AVE 28TH | NEW YORK | NY | 10010 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | FLOOR | |||
| SOCIETY OF ST VINCENT DE PAUL APPLETON | |||||||||||
| 1924 W COLLEGE AVE | APPLETON | WI | 54914 | NONE | PC | HEALTH & HUMAN SERVICES | $15,000 | ||||
| SPINA BIFIDA WISCONSIN LTD | |||||||||||
| 830 N 109TH ST STE 6 | WAUWATOSA | WI | 53226 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| SPRINGS RECOVERY CONNECTION | |||||||||||
| 1930 W COLORADO AVE | COLORADO SPRINGS | CO | 80904 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| ST JOSEPH'S FOOD PROGRAM | |||||||||||
| 1465 A OPPORTUNITY WAY | MENASHA | WI | 54952 | NONE | PC | HEALTH & HUMAN SERVICES | $25,000 | ||||
| ST KATHARINE DREXEL | |||||||||||
| 119 WEST 7TH ST | KAUKAUKNA | WI | 54130 | NONE | PC | EDUCATION & SCHOLARSHIPS | $2,500 | ||||
| ST NICHOLAS SCHOOL | |||||||||||
| W2035 COUNTRY ROAD S | FREEDOM | WI | 54130 | NONE | PC | EDUCATION & SCHOLARSHIPS | $5,000 | ||||
| ST PAUL ELDER SERVICES | |||||||||||
| 1211 OAKRIDGE AVE | KAUKAUKNA | WI | 54130 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| TEAM RUBICON | |||||||||||
| 6171 CENTURY BLVD STE 310 | LOS ANGELES | CA | 90045 | NONE | PC | HEALTH & HUMAN SERVICES | $30,843 | ||||
| THE ST BERNARD PROJECT | |||||||||||
| 2645 TOULOUSE ST | NEW ORLEANS | LA | 70115 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| TRI COUNTY COMMUNITY DENTAL CARE | |||||||||||
| 9 TRI-PARK WAY | APPLETON | WI | 54914 | NONE | PC | HEALTH & HUMAN SERVICES | $25,000 | ||||
| URBAN PARTNERSHIP COMMUNITY DEVELOPMENT | |||||||||||
| 437 S JACKSON ST | GREEN BAY | WI | 54301 | NONE | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| US 2 BEHAVIORAL HEALTH CARE INC | |||||||||||
| 5750 W GRANDE MARKET DRIVE STE A | APPLETON | WI | 54913 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| VICTORY COMMUNITY DEVELOPMENT CENTER | |||||||||||
| NONE | NC | INTERNATIONAL RELIEF | $555,000 | PO BOX 141 ONGATA RONGAI | AFRICA | KE | |||||
| WINNEBAGO COUNTY LITERACY COUNCIL | |||||||||||
| 106 WASHINGTON AVE | OSHKOSH | WI | 54901 | NONE | PC | EDUCATION & SCHOLARSHIPS | $5,000 | ||||
| WISCONSIBS INC | |||||||||||
| 211 E FRANKLIN ST SUITE C | APPLETON | WI | 54911 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| WISCONSIN VETERANS VILLAGE | |||||||||||
| 2919 GLENPARK DR STE 500 | APPLETON | WI | 54914 | NONE | PC | HEALTH & HUMAN SERVICES | $88,333 | ||||
| WMC FOUNDATION INC | |||||||||||
| 501 E WASHINGTON AVE | MADISON | WI | 53703 | NONE | PC | EDUCATION & SCHOLARSHIPS | $5,000 | ||||
| WOMEN'S EMPLOYEMENT NETWORK | |||||||||||
| 4238 MADISON AVE | KANSAS CITY | MO | 64111 | NONE | PC | EDUCATION & SCHOLARSHIPS | $10,000 | ||||
| WORLD RELIEF FOX VALLEY | |||||||||||
| 510 E WISCONSIN AVE | APPLETON | WI | 54911 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| WRIGHTSTOWN COMMUNITY SCHOOL DISTRICT | |||||||||||
| 351 HIGH ST | WRIGHTSTOWN | WI | 54180 | NONE | GOV | EDUCATION & SCHOLARSHIPS | $3,000 | ||||
| YMCA VALPARAISO | |||||||||||
| 1201 CUMBERLAND CROSSING DR | VALPARAISO | IN | 46383 | NONE | PC | HEALTH & HUMAN SERVICES | $2,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,071,909 | 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 | $120,913 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $709,813 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $830,726 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $830,726 | 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 | $1,937,500 | 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 | $3,220 | Amt |
| Net Investment Income | $1,610 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,610 | 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 | 2021-12-20 | GrantDt |
| Grant | $555,000 | 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 |
| Any Diversion By Grantee | NONE KNOWN | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | FINAL REPORT DUE ON 12/31/22 | DatesOfReportsByGranteeTxt |
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 | $1,115,771 | EOYBookValueAmt |
| EOYFMV | $1,138,764 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BMO HARRIS [4018] - REITS | $31,750 | $35,583 |
| BMO HARRIS [4018] - COMMON STOCKS | $2,076,158 | $3,202,109 |
| BMO HARRIS [4018] - EMERGING MARKETS | $207,781 | $201,609 |
| BMO HARRIS [4018] - US EQUITY | $405,492 | $685,169 |
| BMO HARRIS [4018] - INTERNATIONAL DEVELOPED | $917,496 | $1,089,008 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $290 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $290 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $26,387 | Amt |
| Net Investment Income | $26,388 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $2,800 | $0 | $0 |
| FOREIGN TAXES | $1,644 | $1,644 | $0 |
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