2020-05-26T14:14:45-05:00 2019-12-31 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 2201 E ENTERPRISE AVE APPLETON WI 549122459 990PF 2019-01-01 391540933 US VENTURESCHMIDT FAMILY FOUNDATION USVE 9208318818 425 BETTER WAY APPLETON WI 54915 TREASURER TREASURER 9208318818 2020-05-26 1 CHAD DERENNE CPA P00973948 9207337385 2020-05-26 2019 2022-09-23 18:48:47Z X 5163368 X 1418143 108284 108138 140919 1921831 140919 1667346 249057 0 0 0 2175 1088 1087 21799 21799 0 7858 1858 0 214 0 214 32046 24745 1301 1868873 1868873 1900919 24745 1870174 -233573 224312 90014 96639 96639 3182321 2910380 3883520 1125441 1157184 1183209 4397776 4164203 5163368 0 0 X 0 0 0 0 4397776 4164203 4397776 4164203 4397776 4164203 4397776 -233573 0 4164203 0 4164203 BMO HARRIS SHORT TERM 637468 644874 -7406 -7406 BMO HARRIS LONG TERM 1277145 1136038 141107 141107 CAPITAL GAINS DIVIDENDS P 7218 7218 7218 140919 0 1520318 5734410 0.265122 1428943 6781069 0.210725 2440189 7076000 0.344854 1110244 7573099 0.146604 969020 6972876 0.138970 1.106275 0.221255 5054963 1118436 2243 1120679 1870174 X 2243 0 2243 0 2243 7818 0 0 7818 0 5575 5575 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 1 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 0 0 0 0 0 0 JIM ANHOLZER 425 BETTER WAY APPLETON WI 54915 VICE PRESIDENT 1.00 0 0 0 DAN POSANSKI 425 BETTER WAY APPLETON WI 54915 TREASURER 1.00 0 0 0 JACKIE SHARKEY 425 BETTER WAY APPLETON WI 54915 SECRETARY 1.00 0 0 0 CHUCK DAUK 425 BETTER WAY APPLETON WI 54915 PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 4734417 397525 0 5131942 0 0 5131942 76979 5054963 252748 252748 2243 2243 250505 0 250505 0 250505 1870174 0 1870174 2243 1867931 250505 0 0 629506 740073 2088714 1102742 1245961 5806996 1870174 0 0 0 250505 1619669 0 0 7426665 0 0 0 0 0 0 629506 6797159 740073 2088714 1102742 1245961 1619669 JIM ANHOLZER DAN POSANSKI JACKIE SHARKEY CHUCK DAUK X A BETTER CHICAGO 600 WEST VAN BUREN ST STE 510 CHICAGO IL 60607 NONE PC EDUCATION & SCHOLARSHIPS 50000 ALS ASSOCIATION - WISCONSIN CHAPTER 3333 N MAYFAIR ROAD STE104 WAUWATOSA WI 53222 NONE PC HEALTH & HUMAN SERVICES 15000 ALTERNATIVE CENTER FOR EDUCATION INC 101 W EDISON AVE STE 115 APPLETON WI 54915 NONE PC EDUCATION & SCHOLARSHIPS 5000 ALZHEIMER'S ASSOCIATION - GREATER WISC 3313 S PACKERLAND DR STE E DE PERE WI 54115 NONE PC HEALTH & HUMAN SERVICES 10000 APRICITY 1010 STROHMEYER DR NEENAH WI 54956 NONE PC HEALTH & HUMAN SERVICES 25000 BIG BROTHERS BIG SISTERS 1331 AMERICAN DR NEENAH WI 54956 NONE PC HEALTH & HUMAN SERVICES 85900 BIG BROTHERS BIG SISTERS NE WI 520 N BROADWAY ST STE 220 GREEN BAY WI 54303 NONE PC HEALTH & HUMAN SERVICES 10000 BOYS AND GIRLS CLUB P O BOX 411 OSHKOSH WI 54903 NONE PC COMMUNITY DEVELOPMENT 10000 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 CASA OF BROWN COUNTY 414 E WALNUT ST STE 170 GREEN BAY WI 54301 NONE PC HEALTH & HUMAN SERVICES 5000 CASA OF THE FOX CITIES 1500 N CASALOMA DR STE 401 APPLETON WI 54913 NONE PC HEALTH & HUMAN SERVICES 5000 CENTRAL CROSS COUNTRY SKIING 718 POST RD STE F MADISON WI 53713 NONE PC HEALTH & HUMAN SERVICES 5000 CHARIOTS FOR CHILDREN 7604 WEST 32ND ST SIOUX FALLS SD 57106 NONE PC HEALTH & HUMAN SERVICES 1000 CHILDREN'S CANCER FAMILY FOUNDATION 8048 PRAIRIEWOOD TRAIL NEENAH WI 54956 NONE PC HEALTH & HUMAN SERVICES 5000 CHILDREN'S HOSPITAL OF WI FOUNDATION INC 325 N COMMERCIAL ST STE 200 NEENAH WI 54956 NONE PC HEALTH & HUMAN SERVICES 15000 CHRIST THE ROCK COMMUNITY CHURCH W6254 HWY 10-114 MENASHA WI 54952 NONE PC HEALTH & HUMAN SERVICES 1000 CHRISTIAN LIFE MINISTRIES 2756 LAKE SHORE AVE LITTLE CANADA MN 55117 NONE PC HEALTH & HUMAN SERVICES 5000 CHRISTINE ANN DOMESTIC ABUSE SERVICES PO BOX 99 NEENAH WI 54956 NONE PC HEALTH & HUMAN SERVICES 15000 COMMUNITY BENEFIT TREE 2204 CROOKS AVE STE C KAUKAUNA WI 54130 NONE PC HEALTH & HUMAN SERVICES 10000 COMMUNITY CLOTHES CLOSET 1465 B OPPORTUNITY WAY MENASHA WI 54952 NONE PC HEALTH & HUMAN SERVICES 12000 COMMUNITY FOUNDATION FOX VALLEY REGION 4455 W LAWRENCE ST APPLETON WI 54914 NONE PC COMMUNITY DEVELOPMENT 17500 DAY BY DAY WARMING SHELTER 449 HIGH AVE OSHKOSH WI 54901 NONE PC HEALTH & HUMAN SERVICES 10000 DISABLED AMERICAN VETERANS DEPT OF WI 1253 SCHEURING RD STE A DE PERE WI 54115 NONE PC HEALTH & HUMAN SERVICES 2000 EWALD AUTOMOTIVE GROUP 2700 GOLF RD DELAFIELD WI 53018 NONE PC EDUCATION & SCHOLARSHIPS 5000 FAMILY SERVICES OF NE WI P O BOX 22308 GREEN BAY WI 54305 NONE PC HEALTH & HUMAN SERVICES 15000 FEEDING AMERICA EASTERN WISCONSIN 211 W EVERGREEN DR APPLETON WI 54913 NONE PC HEALTH & HUMAN SERVICES 41890 FOSTER FORWARD TOGETHER 425 W WATER ST STE 275 APPLETON WI 54911 NONE PC HEALTH & HUMAN SERVICES 5000 FOX CARES FOUNDATION 3401 E CALUMET ST APPLETON WI 54915 NONE PC COMMUNITY DEVELOPMENT 5000 FOX CITIES BUILDING FOR THE ARTS 111 WEST COLLEGE AVE APPLETON WI 54914 NONE PC ARTS/CULTURE 1000 FOX VALLEY JAIL MINISTRY 320 S WALNUT ST APPLETON WI 54911 NONE PC HEALTH & HUMAN SERVICES 10000 FRIENDS IN NEED FOOD SHELF PO BOX 6 COTTON GROVE MN 55016 NONE PC HEALTH & HUMAN SERVICES 5000 FRIENDSHIP PLACE 220 N COMMERICAL ST NEENAH WI 54956 NONE PC HEALTH & HUMAN SERVICES 5000 GREATER CHICAGO FOOD DEPOSITORY 4100 WEST ANN LURIE PLACE CHICAGO IL 60632 NONE PC HEALTH & HUMAN SERVICES 15000 GREATER GREEN BAY CHAMBER FOUNDATION 300 S BROADWAY STE 3A GREEN BAY WI 54303 NONE PC HEALTH & HUMAN SERVICES 1500 GREATER GREEN BAY YMCA INC 235 N JEFFERSON ST GREEN BAY WI 54301 NONE PC COMMUNITY DEVELOPMENT 10000 HABITAT FOR HUMANITY GREATER FOX CITIES 921 MIDWAY MENASHA WI 54952 NONE PC COMMUNITY DEVELOPMENT 10000 HABITAT FOR HUMANITY OF OSHKOSH P O BOX 2692 OSHKOSH WI 54902 NONE PC COMMUNITY DEVELOPMENT 2000 HARBOR HOUSE 720 W FIFTH ST APPLETON WI 54914 NONE PC HEALTH & HUMAN SERVICES 100000 HOPE CLINIC & CARE CENTER 2693 W GRAND CHUTE BLVD APPLETON WI 54913 NONE PC HEALTH & HUMAN SERVICES 15000 HORIZONS ELEMENTARY SCHOOL 2101 SCHAEFER CIRCLE APPLETON WI 54915 NONE PC EDUCATION & SCHOLARSHIPS 2000 HOUSE OF HOPE 1660 CHRISTIANA STREET GREEN BAY WI 54303 NONE PC HEALTH & HUMAN SERVICES 50000 JAKE'S DIAPERS 1775 BOHM DR LITTLE CHUTE WI 54140 NONE PC HEALTH & HUMAN SERVICES 25000 KAUKAUNA HIGH SCHOOL 1701 CTY RD CE KAUKAUNA WI 54130 NONE PC EDUCATION & SCHOLARSHIPS 2500 KEIKI INTERNATIONAL 5606 VICKERY DALLAS TX 75206 NONE PC HEALTH & HUMAN SERVICES 10000 KIWANIS OF DAVENPORT -4 CORNERS 337 HEATHER HILL BLVD DAVENPORT FL 33837 NONE PC COMMUNITY DEVELOPMENT 5000 LEAVEN 1475 OPPORTUNITY WAY MENASHA WI 54952 NONE PC HEALTH & HUMAN SERVICES 30000 LHSAGM FOUNDATION 10427 W LINCOLN AVE STE 1300 WEST ALLIS WI 53227 NONE PC HEALTH & HUMAN SERVICES 35000 LIFE PROMOTIONS INC 2030 AMERICAN DR NEENAH WI 54956 NONE PC HEALTH & HUMAN SERVICES 30000 LIFE TOOLS FOUNDATION INC 105 OAKRIDGE CT COMBINED LOCKS WI 54113 NONE PC EDUCATION & SCHOLARSHIPS 5000 LITTLE CHUTE HIGH SCHOOL 1402 N FREEDOM RD LITTLE CHUTE WI 54140 NONE PC EDUCATION & SCHOLARSHIPS 500 LIVE ALGOMA 1715 DIVISION ST ALGOMA WI 54201 NONE PC EDUCATION & SCHOLARSHIPS 1000 MISSION MYELOMA INC P O BOX 103 KIMBERLY WI 54136 NONE PC HEALTH & HUMAN SERVICES 2500 MISSION OF HOPE HOUSE OF WISCONSIN 520 N SHAWANO ST NEW LONDON WI 54961 NONE PC HEALTH & HUMAN SERVICES 5000 MY BROTHERS KEEPER 1463 MAIN STREET GREEN BAY WI 543021750 NONE PC HEALTH & HUMAN SERVICES 3500 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 NEW COMMUNITY SHELTER 301 MATHER ST GREEN BAY WI 54303 NONE PC HEALTH & HUMAN SERVICES 10000 OSHKOSH AREA COMMUNITY PANTRY 2551 JACKSON ST OSHKOSH WI 54901 NONE PC HEALTH & HUMAN SERVICES 20000 PEACEFUL PURPOSE INC 3505 COMMCERCE CT APPLETON WI 54911 NONE PC HEALTH & HUMAN SERVICES 5000 PILLARS 605 E HANCOCK ST APPLETON WI 54911 NONE PC HEALTH & HUMAN SERVICES 75000 PROJECT STARFISH 325 MEULEMAN ST STE A LITTLE CHUTE WI 54140 NONE PC HEALTH & HUMAN SERVICES 1000 REBUILDING TOGETHER-FOX VALLEY 1800 APPLETON ROAD MENASHA WI 54952 NONE PC COMMUNITY DEVELOPMENT 27500 REFUGE FOUNDATION FOR THE ARTS 1000 N BALLARD RD APPLETON WI 54911 NONE PC HEALTH & HUMAN SERVICES 10000 RYAN COMMUNITY INC 1338 W PROSPECT AVE APPLETON WI 54914 NONE PC HEALTH & HUMAN SERVICES 35000 SHIPMAN YOUTH CENTER OF LAKE PLACID 61 CUMMINS RD LAKE PLACID NY 12946 NONE PC EDUCATION & SCHOLARSHIPS 2000 SOCIETY OF ST VINCENT DE PAUL APPLETON 1924 W COLLEGE AVE APPLETON WI 54914 NONE PC HEALTH & HUMAN SERVICES 15000 SPINA BIFIDA ASSOCIATION W9706 BONNIN RD NEW LONDON WI 54961 NONE PC HEALTH & HUMAN SERVICES 1000 SPRINGS RECOVERY CONNECTION 1930 W COLORADO AVE COLORADO SPRINGS CO 80904 NONE PC HEALTH & HUMAN SERVICES 2500 ST JOHN PARISH 323 PINE ST LITTLE CHUTE WI 54140 NONE PC HEALTH & HUMAN SERVICES 2500 ST JOSEPH'S FOOD PROGRAM 1465 A OPPORTUNITY WAY MENASHA WI 54952 NONE PC HEALTH & HUMAN SERVICES 25000 ST VINCENT DE PAUL SOCIETY OF APPLETON 1924 W COLLEGE AVE APPLETON WI 54914 NONE PC HEALTH & HUMAN SERVICES 1000 ST VINCENT DEPAUL 2551 JACKSON ST OSHKOSH WI 54901 NONE PC HEALTH & HUMAN SERVICES 1000 ST VINCENT DEPAUL 217 E SECOND ST KAUKAUNA WI 54130 NONE PC HEALTH & HUMAN SERVICES 1000 ST VINCENT DEPAUL 1425 S COMMERCIAL STREET NEENAH WI 54956 NONE PC HEALTH & HUMAN SERVICES 1000 ST VINCENT DEPAUL 1529 LEO FRIGO WAY GREEN BAY WI 54302 NONE PC HEALTH & HUMAN SERVICES 3000 THE FOOD BANK OF EASTERN MICHIGAN 2300 LAPEER RD FLINT MI 48503 NONE PC HEALTH & HUMAN SERVICES 2750 THE RIVER FOOD PANTRY 2201 DARWIN RD MADISON WI 53704 NONE PC HEALTH & HUMAN SERVICES 5000 TRI COUNTY COMMUNITY DENTAL CLINIC 9 TRI-PARK WAY APPLETON WI 54914 NONE PC HEALTH & HUMAN SERVICES 25000 TYLOR'S SOUL 536 ELM ST NEENAH WI 54956 NONE PC HEALTH & HUMAN SERVICES 4000 UNITED WAY OF RACINE COUNTY 2000 DOMANIK DR RACINE WI 53404 NONE PC HEALTH & HUMAN SERVICES 5000 VALLEY PACKAGING INDUSTRIES 110 NORTH KENSINGTON DR APPLETON WI 54915 NONE PC EDUCATION & SCHOLARSHIPS 20000 VICTORY COMMUNITY DEVELOPMENT CENTER P O BOX 141 ONGATA RONGAI KAJIADO COUNTY KE NONE PC INTERNATIONAL RELIEF 550000 VOLUNTEER FOX CITIES 2616 S ONEIDA STE 2 APPLETON WI 54915 NONE PC COMMUNITY DEVELOPMENT 7500 WINNEBAGO COUNTY LITERACY COUNCIL 106 WASHINGTON AVE OSHKOSH WI 54901 NONE PC EDUCATION & SCHOLARSHIPS 5000 WISCONSIN VETERANS VILLAGE 2919 GLENPARK DR STE 500 APPLETON WI 54914 NONE PC HEALTH & HUMAN SERVICES 83333 WOMEN'S EMPLOYMENT NETWORK 4328 MADISON AVE KANSAS CITY MO 64111 NONE PC EDUCATION & SCHOLARSHIPS 10000 WOODBURY LIFE RESOURCE CENTER 1000 RADIO DR STE 100 WOODBURY MN 55125 NONE PC HEALTH & HUMAN SERVICES 2500 WRIGHTSTOWN GRIDIRON ASSOCIATION 217 BURNING TREE CT WRIGHTSTOWN WI 54180 NONE PC EDUCATION & SCHOLARSHIPS 1000 YOUTH GO 213 NICOLET BLVD NEENAH WI 54956 NONE PC EDUCATION & SCHOLARSHIPS 4000 1868873 0 14 108284 18 140919 0 249203 0 249203 0 0 0 0 0 0 0 0 0 0 X X 1 US VENTURE INC 425 BETTER WAY APPLETON WI 54915 1418143 X TAX RETURN PREPARATION 2175 1088 1087 BMO WEALTH MANAGEMENT - CORPORATE BONDS 1157184 1183209 BMO WEALTH MANAGEMENT - CORPORATE STOCK 2910380 3883520 BANK CHARGES 214 0 214 INVESTMENT MANAGEMENT FEES 21799 21799 0 US VENTURE INC 425 BETTER WAY APPLETON WI 54915 FOREIGN TAX EXPENSE 1858 1858 0 EXCISE TAX EXPENSE 6000 0 0