2020-05-27T08:31:40-05:00 2019-12-31 BDO USA LLP ONE ERDMAN PLACE SUITE 404 MADISON WI 53717 990PF 2019-01-01 813437192 Salzwedel Family Fund Ltd % JACK & SARA SALZWEDEL SALZ 6082492111 1835 Winnebago Street Suite 402 Madison WI 53704 JACK SALZWEDEL President 6082492111 2020-05-15 true WILLIAM M PELLINO P00340211 6088367500 174.82.231.237 39852320201485000000 2020-05-27 P 5A87CDB628F42FEBEB468B67B291677CC8A0A888 AAA3540577B3B617C177EF20D3BFFC53CE7B5F7A 2019 2021-04-22 16:20:28Z X X 2391140 X 1778143 42 42 42270 52740 506297 1830512 498948 2326752 551730 0 14516 14516 0 0 4259 0 0 0 18775 14516 0 0 1254460 1254460 1273235 14516 0 1254460 1053517 537214 73250 9992 9992 95869 95869 948503 1666373 1353609 622306 618906 1426859 1676670 2391140 0 0 X 1426859 1676670 1426859 1676670 1426859 1676670 1426859 1053517 2480376 803706 1676670 PUBLICLY TRADED SECURITIES - ST 435662 334234 101428 101428 PUBLICLY TRADED SECURITIES - LT 1383863 997330 386533 386533 CAPITAL GAIN DIVIDENDS P 10987 498948 false 762981 1339261 0.569703 394379 744030 0.530058 70660 169480 0.416922 1.516683 0.505561 2096252 1059783 5372 1065155 1254460 X 5372 5372 5372 2880 2880 X 2492 false false false false false false false true true WI true false false false false true JACK & SARA SALZWEDEL 6082492111 1835 WINNEGABO STREET STE 402 Madison WI 53704 false false false false false false false false false false false false false false false false false false false false false SARA SALZWEDEL 1835 Winnebago Street Madison WI 53704 President 0.5 0 0 0 JACK SALZWEDEL 1835 Winnebago Street Madison WI 53704 President 0.5 0 0 0 TYLER SALZWEDEL 1835 Winnebago Street Madison WI 53704 Vice President 0.5 0 0 0 KATY LEA 1835 Winnebago Street Madison WI 53704 Secretary 0.5 0 0 0 LUKE SALZWEDEL 1835 Winnebago Street Madison WI 53704 Treasurer 0.5 0 0 0 2050374 77801 0 2128175 0 2128175 31923 2096252 104813 104813 5372 5372 99441 99441 99441 1254460 0 0 0 0 1254460 5372 1249088 99441 2017 2016 2015 67704 360129 701736 1129569 1254460 99441 1155019 2284588 0 2284588 67704 360129 701736 1155019 JACK SALZWEDEL SARA SALZWEDEL X Agrace Hospice Care 5395 East Cheryl Parkway Fitchburg WI 53711 None PC General Operations 500 Aldo Leopold Foundation E13701 Levee Road Baraboo WI 53913 None PC General Operations 10000 Bethel Horizons 312 Wisconsin Avenue Madison WI 53703 None PC General Operations 515000 Canyon Scholars Inc 321 Lincoln Court Sun Prairie WI 53590 None PC General Operations 250 Centro Hispano 650 West 100 North Provo UT 84601 None PC General Operations 12500 Chatterbox Charities 102 South 2nd Avenue Wausau WI 54401 None PC General Operations 250 DeForest Rotary 321 North Main Street Deforest WI 53532 None PC General Operations 1000 Edgewood High School 2219 Monroe Street Madison WI 53711 None PC General Operations 25000 Equal Justice Initiation 122 Commerce Street Montgomery AL 36104 None PC General Operations 2500 Friends of UW Health 301 South Westfield Road Suite 250 Madison WI 53717 None PC General Operations 8360 GCC 4 Tonto Street Grand Canyon AZ 86023 None PC General Operations 2500 Girls Rock Camp Madison PO Box 45587 Madison WI 53711 None PC General Operations 3600 Heartland Church 800 Wilburn Rd Sun Prairie WI 53590 None PC General Operations 5000 Junior Achievement 1 Education Way Colorado Springs CO 80906 None PC General Operations 500 Overture Center for the Arts 201 State Street Madison WI 53703 None PC General Operations 75000 Pancreatic Cancer Actionnet 1500 Rosecrans Avenue Suite 200 Manhattan Beach CA 90266 None PC General Operations 2500 Peace Luthernan Church 17029 West 12 Mile Road Southfield MI 48076 None PC General Operations 118000 Ronald McDonald House One Kroc Drive Oak Brook IL 60523 None PC General Operations 20000 St Dennis School 1201 South Washington Street Lockport IL 60441 None PC General Operations 4000 Sunshine Acres 3405 North Higley Road 3rd Floor Mesa AZ 85215 None PC General Operations 500 Sustain Dane 821 East Washington Avenue 3rd Floor Madison WI 53703 None PC General Operations 1500 The Gathering Place 1535 High Street Denver CO 80218 None PC General Operations 2000 UW Foundation 1848 University Avenue Madison WI 53726 None PC General Operations 51000 United Way of Dane 2059 Atwood Avenue Madison WI 53704 None PC General Operations 50000 UWF - Athletics 11000 University Parkway Building 54 Pensacola FL 32514 None PC General Operations 1000 Wartburg College 100 Wartburg Boulevard Waverly IA 50677 None PC General Operations 326000 Waterloo Community Foundation 425 Cedar Street Suite 320 Waterloo IA 50704 None PC General Operations 10000 Wisc Chamber Orchestra 321 East Main Street Madison WI 53703 None PC General Operations 5000 YWCA 1020 19th Street Northwest Washington DC 20036 None PC General Operations 1000 1254460 14 42 14 42270 18 506297 548609 548609 false false false false false false false false false false X X 1 Jack Sara Salzwedel 1835 Winnebago Street Ste 402 Madison WI 53704 1778143 X X 1 Publicly Traded Investments 1765590 ALPHABET INC CL A - GOOGL 4916 9376 AMAZON COM INC - AMZN 7546 18478 APPLE INC - AAPL 7633 23198 FACEBOOK INC CLASS A - FB 778 2053 MICROSOFT CORP - MSFT 25918 51253 SALESFORCE COM INC - CRM 24942 48792 VISA INC CLASS A SHARES - V 18742 42278 INVESCO QQQ TRUST - QQQ ETF 96194 180719 SPDR S P 500 - SPY ETF 469003 825893 T. ROWE PRICE GROWTH STOCK 9314 17645 VANGUARD EQUITY INCOME ADM 14645 23943 VANGUARD VALUE INDEX ADM 99654 149577 PRIMECAP ODYSSEY AGGR GRTH 31761 44002 SPDR S&P MIDCAP 400 79810 144521 ISHARES CORE S P SMALL CAP 41775 58443 T ROWE QM US MALL CAP GROWTH 15872 26202 BAIRD AGGREGATE BOND FUND 66242 68756 PGIM TOTAL RETURN BOND CL R6 417046 408601 VANGUARD INTERMEDIATE TERM 25170 26428 PGIM SHT DUR HIGH YLD INC CI 113848 115121 COST BASIS ADJUSTMENT DONATED SECURITIES 477560 MARKET VALUE ADJUSTMENT 326146 INVESTMENT FEES 14480 14480 0 0 BANK FEES 36 36 FEDERAL EXCISE TAX 4259 0 0 0