2022-11-15T09:25:30-06:00 2021-12-31 390859910 BAKER TILLY US LLP 3850 N ALVIN STREET PO BOX 2459 APPLETON WI 549122459 990PF 2021-01-01 391540933 US VENTURESCHMIDT FAMILY FOUNDATION USVE 9208318818 425 BETTER WAY APPLETON WI 54915 AMBER SIMONDS TREASURER 9208318818 2022-11-14 1 AMBER SIMONDS 999009999 CHAD DERENNE CPA P00973948 9207337385 2022-11-09 X 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 7070433 X 1937500 120913 120913 709813 2944306 709813 2768226 830726 0 0 0 3220 1610 1610 26387 26388 0 4444 1644 0 290 0 290 34341 29642 1900 2071909 2071909 2106250 29642 2073809 661976 801084 735658 595583 595583 122608 122608 2921891 3638677 5213478 1153114 1115771 1138764 4810663 5472639 7070433 0 0 X 0 0 0 0 4810663 5472639 4810663 5472639 4810663 5472639 4810663 661976 0 5472639 0 5472639 BMO HARRIS BANK N.A. 1469083 1318163 150920 150920 BMO HARRIS BANK N.A. 1392682 916330 476352 476352 CAPITAL GAINS DIVIDENDS P 82541 82541 82541 709813 11135 0 11135 0 11135 5071 0 12000 0 17071 0 5936 5936 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A 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 1 1 0 0 0 0 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 NONE 0 NONE 0 0 6079120 379050 0 6458170 0 0 6458170 96873 6361297 318065 318065 11135 11135 306930 0 306930 0 306930 2073809 0 2073809 306930 0 0 2088714 1102742 1245961 1619669 1141635 7198721 2073809 0 0 0 306930 1766879 0 0 8965600 0 0 0 0 0 0 2088714 6876886 1102742 1245961 1619669 1141635 1766879 JIM ANHOLZER AMBER SIMONDS DAN POSANSKI PAUL KUBIC 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. 911 THE AVENUE 2300 RIVERSIDE DRIVE GREEN BAY WI 54301 NONE PC ARTS & CULTURE 5000 A BETTER CHICAGO 600 WEST VAN BUREN ST STE 510 CHICAGO IL 60607 NONE PC EDUCATION & SCHOLARSHIPS 60000 ALS ASSOCIATION - WISCONSIN CHAPTER 3333 N MAYFAIR ROAD STE 104 WAUWATOSA WI 53222 NONE PC HEALTH & HUMAN SERVICES 20000 ALZHEIMER'S ASSOCIATION - GREATER WISC 3313 S PACKERLAND DR STE E DE PERE WI 54115 NONE PC HEALTH & HUMAN SERVICES 5000 APPLETON AREA SCHOOL DISTRICT 2037 N ELINOR ST APPLETON WI 54914 NONE GOV EDUCATION & SCHOLARSHIPS 5000 APRICITY 1010 STROHMEYER DR NEENAH WI 54956 NONE PC HEALTH & HUMAN SERVICES 25000 ATTACK POVERTY 3727 GREENBRIAR STE 100 STAFFORD TX 77477 NONE PC HEALTH & HUMAN SERVICES 5000 BADGER AIR COMMUNITY COUNCIL PO BOX 192 MADISON WI 53701 NONE PC COMMUNITY DEVELOPMENT 5000 BIG BROTHERS BIG SISTERS 1331 AMERICAN DR NEENAH WI 54956 NONE PC HEALTH & HUMAN SERVICES 60000 BOYS AND GIRLS BRIGADE 109 W COLUMBIAN AVE NEENAH WI 54956 NONE PC COMMUNITY DEVELOPMENT 2500 BOYS AND GIRLS CLUB FOX VALLEY 117 S LOCUST ST APPLETON WI 54914 NONE PC EDUCATION & SCHOLARSHIPS 75000 BOYS AND GIRLS CLUB OF GREEN BAY 1451 UNIVERSITY AVE GREEN BAY WI 54302 NONE PC EDUCATION & SCHOLARSHIPS 20000 BOYS AND GIRLS CLUB OF PORTAGE COUNTY 941 MICHIGAN AVE STEVENS POINT WI 54481 NONE PC EDUCATION & SCHOLARSHIPS 7500 BOYS AND GIRLS CLUB PO BOX 411 501 E PARKWAY AVE OSHKOSH WI 539030411 NONE PC COMMUNITY DEVELOPMENT 5000 CAREER LEARNING AND EMPLOYMENT CENTER 9130 OTIS AVE STE A INDIANAPOLIS IN 46216 NONE PC EDUCATION & SCHOLARSHIPS 5000 CASA OF THE FOX CITIES 1500 N CASALOMA DR STE 401 APPLETON WI 54913 NONE PC HEALTH & HUMAN SERVICES 10000 CENTER FOR ENRICHED LIVING 280 SAUNDERS RD RIVERWOODS IL 60015 NONE PC EDUCATION & SCHOLARSHIPS 1000 CEREBRAL PALSY 2801 S WEBSTER AVE GREEN BAY WI 54301 NONE PC HEALTH & HUMAN SERVICES 5000 CHILDREN'S MUSEUM OF GREEN BAY 301 NORTH WASHINGTON ST GREEN BAY WI 54301 NONE PC EDUCATION & SCHOLARSHIPS 2500 CHRISTIAN LIFE MINISTRIES 2756 LAKE SHORE AVE LITTLE CANADA MN 55117 NONE PC HEALTH & HUMAN SERVICES 5000 CHRISTINE ANN DOMESTIC ABUSE SERVICES 206 ALGOMA BLVD OSHKOSH WI 54901 NONE PC HEALTH & HUMAN SERVICES 20000 COMMUNITY CLOTHES CLOSET 1465 B OPPORTUNITY WAY MENASHA WI 54952 NONE PC HEALTH & HUMAN SERVICES 10000 COMMUNITY FOUNDATION FOX VALLEY REGION 4455 W LAWRENCE ST APPLETON WI 54914 NONE PC COMMUNITY DEVELOPMENT 12500 COTS 819 S WEST AVE APPLETON WI 54915 NONE PC HEALTH & HUMAN SERVICES 52500 CROSSFIRE RANCH 2209 RIVERVIEW LN REEDSVILLE WI 54230 NONE PC HEALTH & HUMAN SERVICES 1000 DYSLEXIA READING CONNECTION INC 2935 N BALLARD RD STE 1 APPLETON WI 54911 NONE PC EDUCATION & SCHOLARSHIPS 3000 EXCEPTIONAL EQUESTRIANS 1130 ORLANDO DRIVE DE PERE WI 54115 NONE PC HEALTH & HUMAN SERVICES 7500 FAMILY PATHWAYS 6413 OAK ST NORTH BRANCH MN 55056 NONE PC HEALTH & HUMAN SERVICES 1000 FAMILY SERVICES OF NE WI PO BOX 22308 GREEN BAY WI 54305 NONE PC HEALTH & HUMAN SERVICES 25000 FAMILY TRAINING PROGRAM 1336 AMERICAN DRIVE NEENAH WI 54956 NONE PC HEALTH & HUMAN SERVICES 5000 FEEDING AMERICA EASTERN WISCONSIN 2911 W EVERGREEN DR APPLETON WI 54913 NONE PC HEALTH & HUMAN SERVICES 52900 FOOD BANK OF EASTERN MICHIGAN 2300 LAPEER RD FLINT MI 485034221 NONE PC HEALTH & HUMAN SERVICES 3000 FOX CITIES PERFORMING ARTS CENTER 400 W COLLEGE AVE APPLETON WI 549120563 NONE PC ARTS & CULTURE 5000 FOX VALLEY JAIL MINISTRY OUTAGAMIE COUNTY JAIL 320 S WALNUT ST APPLETON WI 54911 NONE PC HEALTH & HUMAN SERVICES 25000 FOX VALLEY LITERACY COUNCIL 130 E FRANKLIN ST APPLETON WI 54911 NONE PC EDUCATION & SCHOLARSHIPS 2500 FRIENDS IN NEED FOOD SHELF 8850 80TH ST SOUTH COTTON GROVE MN 55016 NONE PC HEALTH & HUMAN SERVICES 7500 FRIENDS OF THE NEW LONDON PUBLIC LIBRARY 406 S PEARL ST NEW LONDON WI 54961 NONE PC EDUCATION & SCHOLARSHIPS 25000 FRIENDSHIP PLACE 220 N COMMERICAL ST NEENAH WI 54956 NONE PC HEALTH & HUMAN SERVICES 7500 GIRL SCOUTS OF THE NW GREAT LAKES 4693 N LYNNDALE DR APPLETON WI 54913 NONE PC COMMUNITY DEVELOPMENT 5000 GPS EDUCATION PARTNERS INC 20633 WATERTOWN CT STE 202 WAUKESHA WI 53186 NONE PC EDUCATION & SCHOLARSHIPS 5000 GREATER FOX CITIES AREA HABITAT FOR HUMANITY 921 MIDWAY MENASHA WI 54952 NONE PC HEALTH & HUMAN SERVICES 20000 GREATER GREEN BAY CHAMBER FOUNDATION 300 N BROADWAY GREEN BAY WI 54303 NONE PC COMMUNITY DEVELOPMENT 2500 GREATER GREEN BAY COMMUNITY FOUNDATION 320 N BROADWAY STREET STE 260 GREEN BAY WI 54303 NONE PC COMMUNITY DEVELOPMENT 10000 GREATER GREEN BAY YMCA INC 235 N JEFFERSON ST GREEN BAY WI 54301 NONE PC COMMUNITY DEVELOPMENT 10000 HARBOR HOUSE 720 W FIFTH ST APPLETON WI 54914 NONE PC HEALTH & HUMAN SERVICES 75000 HIRE HEROS USA 1360 UNION HILL RD BLDG 2 STE A ALPHARETTA GA 30004 NONE PC HEALTH & HUMAN SERVICES 5000 HOLY SPIRIT SCHOOL W2796 CITY RD KK APPLETON WI 54915 NONE PC EDUCATION & SCHOLARSHIPS 12500 HOPE CLINIC & CARE CENTER 1814 APPLETON RD MENASHA WI 54952 NONE PC HEALTH & HUMAN SERVICES 30000 HOWE COMMUNITY RESOURCE CENTER 526 S MONROE AVE GREEN BAY WI 54301 NONE PC HEALTH & HUMAN SERVICES 5000 INSPIRATION MINISTRIES PO BOX 948 WALWORTH WI 53184 NONE PC HEALTH & HUMAN SERVICES 7500 JAKE'S DIAPERS 2396 INDUSTRIAL DRIVE NEENAH WI 54956 NONE PC HEALTH & HUMAN SERVICES 30000 JUNIOR ACHIEVEMENT 3125 N MISTWOOD LN APPLETON WI 54914 NONE PC EDUCATION & SCHOLARSHIPS 10000 KIMBERLY BOOSTER CLUB 1662 E KENNEDY AVE KIMBERLY WI 54136 NONE PC EDUCATION & SCHOLARSHIPS 2500 LHSAGM FOUNDATION 10427 W LINCOLN AVE STE 1300 WEST ALIS WI 53227 NONE PC EDUCATION & SCHOLARSHIPS 20000 LIFE PROMOTIONS INC 3000 N POINTER RD APPLETON WI 54911 NONE PC EDUCATION & SCHOLARSHIPS 30000 MENTAL HEALTH AMERICA OF GREATER HOUSTON 2211 NORFOLK ST STE 810 HOUSTON TX 77098 NONE PC HEALTH & HUMAN SERVICES 5000 MISSION OF HOPE HOUSE OF WISCONSIN 520 N SHAWANO ST NEW LONDON WI 54961 NONE PC HEALTH & HUMAN SERVICES 10000 MY BROTHERS KEEPER 1463 MAIN STREET GREEN BAY WI 543021750 NONE PC HEALTH & HUMAN SERVICES 2500 NEW COMMUNITY CLINIC 622 BODART STREET GREEN BAY WI 53401 NONE PC HEALTH & HUMAN SERVICES 25000 NAMI 211 E FRANKLIN ST APPLETON WI 54911 NONE PC HEALTH & HUMAN SERVICES 35000 NEENAH-MENASHA EMERGENCY SOCIETY PO BOX 744 NEENAH WI 54957 NONE PC EDUCATION & SCHOLARSHIPS 2500 NEVILLE PUBLIC MUSEUM FOUNDATION PO BOX 325 GREEN BAY WI 54305 NONE PC EDUCATION & SCHOLARSHIPS 2500 NEW HOPE CENTER INC 443 MANHATTAN STREET CHILTON WI 53014 NONE PC HEALTH & HUMAN SERVICES 5000 OSHKOSH AREA COMMUNITY PANTRY 2551 JACKSON ST OSHKOSH WI 54901 NONE PC HEALTH & HUMAN SERVICES 20000 PAUL VAN HANDEL FOUNDATION 6240 COMMUNICATION CT STE 2 APPLETON WI 54914 NONE PC HEALTH & HUMAN SERVICES 2500 PILLARS 605 E HANCOCK ST APPLETON WI 54911 NONE PC HEALTH & HUMAN SERVICES 100000 PREGNANCY SOLUTIONS INC 504 E VENICE AVE VENICE FL 34285 NONE PC HEALTH & HUMAN SERVICES 10000 REBUILDING TOGETHER-FOX VALLEY 1800 APPLETON ROAD MENASHA WI 54952 NONE PC COMMUNITY DEVELOPMENT 17500 RIVERVIEW GARDENS INC 1101 S ONEIDA ST APPLETON WI 54915 NONE PC COMMUNITY DEVELOPMENT 25000 ROGERS MEMORIAL HOSPITAL FOUNDATION 34700 VALLEY ROAD OCONOMOWOC WI 53066 NONE PC HEALTH & HUMAN SERVICES 15000 SALVATION ARMY PO BOX 1605 APPLETON WI 54912 NONE PC HEALTH & HUMAN SERVICES 15000 SAMARITAN COUNSELING CENTER 1478 KENWOOD DR STE 1 MENASHA WI 54952 NONE PC HEALTH & HUMAN SERVICES 83333 SMILE TRAIN PO BOX 96208 40 MADSION AVE 28TH FLOOR NEW YORK NY 10010 NONE PC HEALTH & HUMAN SERVICES 5000 SOCIETY OF ST VINCENT DE PAUL APPLETON 1924 W COLLEGE AVE APPLETON WI 54914 NONE PC HEALTH & HUMAN SERVICES 15000 SPINA BIFIDA WISCONSIN LTD 830 N 109TH ST STE 6 WAUWATOSA WI 53226 NONE PC HEALTH & HUMAN SERVICES 5000 SPRINGS RECOVERY CONNECTION 1930 W COLORADO AVE COLORADO SPRINGS CO 80904 NONE PC HEALTH & HUMAN SERVICES 5000 ST JOSEPH'S FOOD PROGRAM 1465 A OPPORTUNITY WAY MENASHA WI 54952 NONE PC HEALTH & HUMAN SERVICES 25000 ST KATHARINE DREXEL 119 WEST 7TH ST KAUKAUKNA WI 54130 NONE PC EDUCATION & SCHOLARSHIPS 2500 ST NICHOLAS SCHOOL W2035 COUNTRY ROAD S FREEDOM WI 54130 NONE PC EDUCATION & SCHOLARSHIPS 5000 ST PAUL ELDER SERVICES 1211 OAKRIDGE AVE KAUKAUKNA WI 54130 NONE PC HEALTH & HUMAN SERVICES 5000 TEAM RUBICON 6171 CENTURY BLVD STE 310 LOS ANGELES CA 90045 NONE PC HEALTH & HUMAN SERVICES 30843 THE ST BERNARD PROJECT 2645 TOULOUSE ST NEW ORLEANS LA 70115 NONE PC HEALTH & HUMAN SERVICES 5000 TRI COUNTY COMMUNITY DENTAL CARE 9 TRI-PARK WAY APPLETON WI 54914 NONE PC HEALTH & HUMAN SERVICES 25000 URBAN PARTNERSHIP COMMUNITY DEVELOPMENT 437 S JACKSON ST GREEN BAY WI 54301 NONE PC HEALTH & HUMAN SERVICES 10000 US 2 BEHAVIORAL HEALTH CARE INC 5750 W GRANDE MARKET DRIVE STE A APPLETON WI 54913 NONE PC HEALTH & HUMAN SERVICES 5000 VICTORY COMMUNITY DEVELOPMENT CENTER PO BOX 141 ONGATA RONGAI AFRICA KE NONE NC INTERNATIONAL RELIEF 555000 WINNEBAGO COUNTY LITERACY COUNCIL 106 WASHINGTON AVE OSHKOSH WI 54901 NONE PC EDUCATION & SCHOLARSHIPS 5000 WISCONSIBS INC 211 E FRANKLIN ST SUITE C APPLETON WI 54911 NONE PC HEALTH & HUMAN SERVICES 5000 WISCONSIN VETERANS VILLAGE 2919 GLENPARK DR STE 500 APPLETON WI 54914 NONE PC HEALTH & HUMAN SERVICES 88333 WMC FOUNDATION INC 501 E WASHINGTON AVE MADISON WI 53703 NONE PC EDUCATION & SCHOLARSHIPS 5000 WOMEN'S EMPLOYEMENT NETWORK 4238 MADISON AVE KANSAS CITY MO 64111 NONE PC EDUCATION & SCHOLARSHIPS 10000 WORLD RELIEF FOX VALLEY 510 E WISCONSIN AVE APPLETON WI 54911 NONE PC HEALTH & HUMAN SERVICES 5000 WRIGHTSTOWN COMMUNITY SCHOOL DISTRICT 351 HIGH ST WRIGHTSTOWN WI 54180 NONE GOV EDUCATION & SCHOLARSHIPS 3000 YMCA VALPARAISO 1201 CUMBERLAND CROSSING DR VALPARAISO IN 46383 NONE PC HEALTH & HUMAN SERVICES 2000 2071909 0 14 120913 18 709813 0 830726 0 830726 0 0 0 0 0 0 0 0 0 0 X X 1 US VENTURE INC 425 BETTER WAY APPLETON WI 54915 1937500 X TAX RETURN PREPARATION 3220 1610 1610 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 NONE KNOWN FINAL REPORT DUE ON 12/31/22 BMO HARRIS [4018] - FIXED INCOME 1115771 1138764 BMO HARRIS [4018] - REITS 31750 35583 BMO HARRIS [4018] - COMMON STOCKS 2076158 3202109 BMO HARRIS [4018] - EMERGING MARKETS 207781 201609 BMO HARRIS [4018] - US EQUITY 405492 685169 BMO HARRIS [4018] - INTERNATIONAL DEVELOPED 917496 1089008 BANK CHARGES 290 0 290 INVESTMENT MANAGEMENT FEES 26387 26388 0 EXCISE TAXES 2800 0 0 FOREIGN TAXES 1644 1644 0