US VENTURE-SCHMIDT FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
US VENTURE-SCHMIDT FAMILY FOUNDATION INC (EIN 39-1540933)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-12
IRS object ID
202513169349100841
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-12T09:21:08-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13850 N ALVIN STREET PO BOX 2459AddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP549122459ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391540933EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1US VENTURESCHMIDT FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUSVEBusinessNameControlTxt
Phone9208318818PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1425 BETTER WAYAddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54915ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMBER SIMONDSPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9208318818PhoneNum
Signature2025-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHAD DERENNEPreparerPersonNm
PTINP00973948PTIN
Phone9207337385PhoneNum
Preparation2025-11-07PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,255,732FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,876,795ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,395InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,395InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$113,353DividendsRevAndExpnssAmt
Dividends Net Invst Incm$113,353DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,026,584NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,094,282GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,026,584CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,020,127TotalRevAndExpnssAmt
Total Net Invst Incm$1,143,332TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$430AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$215AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$215AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$22,642OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$22,642OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,439OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,439OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,511TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,857TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,654TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,805,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,805,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,831,461TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,857TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,808,604TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$811,334ExcessRevenueOverExpensesAmt
Net Investment Income$1,120,475NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$852,659CashBOYAmt
Sav And Temp Cash Invst BOY$220,547SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$864,817SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$864,817SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$210,875AcctRcvblAmt
Acct Rcvbl EOY$210,875AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$210,875AcctRcvblEOYFMVAmt
Corporate Stock BOY$3,540,039CorporateStockBOYAmt
Corporate Stock EOY$3,025,520CorporateStockEOYAmt
Corporate Stock EOYFMV$3,923,124CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,527,000CorporateBondsBOYAmt
Corporate Bonds EOY$1,260,027CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,256,916CorporateBondsEOYFMVAmt
Total Assets BOY$6,140,245TotalAssetsBOYAmt
Total Assets EOY$5,361,239TotalAssetsEOYAmt
Total Assets EOYFMV$6,255,732TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$6,140,245RetainedEarningBOYAmt
Retained Earning EOY$5,361,239RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,140,245TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,361,239TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,140,245TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,361,239TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,140,245TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$811,334ExcessRevenueOverExpensesAmt
Other Increases$65,000OtherIncreasesAmt
Subtotal$5,393,911SubtotalAmt
Other Decreases$32,672OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,361,239TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$7,089,317$6,067,698$1,021,619$1,021,619
CAPITAL GAINS DIVIDENDS$4,965$4,965$4,965P
FieldValueIRS element (for citing)
Capital Gain Net Income$1,026,584CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15,575InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$15,575SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$15,575TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,248EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$17,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$24,248TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$8,673OverpaymentAmt
Applied To ES Tax$8,673AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.USVENTURE.COM/US-VENTURE-SCHMIDT-FAMILY-FOUNDATIONWebsiteAddressTxt
Individual With BooksAMBER SIMONDSIndividualWithBooksNm
Phone9202435872PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1425 BETTER WAYAddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54915ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
AMBER SIMONDS
425 BETTER WAYAPPLETONWI54915PRESIDENT1.00$0$0$0
DAN POSANSKI
425 BETTER WAYAPPLETONWI54915VICE PRESIDENT1.00$0$0$0
SARAH JOHANNSEN
425 BETTER WAYAPPLETONWI54915TREASURER1.00$0$0$0
GREG BONGERS
425 BETTER WAYAPPLETONWI54915BOARD MEMBER0.10$0$0$0
MIKE BONGERS
425 BETTER WAYAPPLETONWI54915BOARD MEMBER0.10$0$0$0
BILL KESSENICH
425 BETTER WAYAPPLETONWI54915BOARD MEMBER0.10$0$0$0
MIKE KOEL
425 BETTER WAYAPPLETONWI54915BOARD MEMBER0.10$0$0$0
KATE KESSENICH
425 BETTER WAYAPPLETONWI54915BOARD MEMBER0.10$0$0$0
JOSE MATA
425 BETTER WAYAPPLETONWI54915BOARD MEMBER0.10$0$0$0
BRETT WETZEL
425 BETTER WAYAPPLETONWI54915BOARD MEMBER0.10$0$0$0
JIMMY SCHMIDT
425 BETTER WAYAPPLETONWI54915BOARD MEMBER0.10$0$0$0
GREG VANDENBERG
425 BETTER WAYAPPLETONWI54915BOARD MEMBER0.10$0$0$0
JACKIE SHARKEY
425 BETTER WAYAPPLETONWI54915SECRETARY1.00$0$0$0
BRIAN RHODES
425 BETTER WAYAPPLETONWI54915BOARD MEMBER0.10$0$0$0
PARKER WOLF
425 BETTER WAYAPPLETONWI54915BOARD MEMBER0.10$0$0$0
ANDREW FINKELSTEIN
425 BETTER WAYAPPLETONWI54915BOARD MEMBER0.10$0$0$0
TONY SPRINGER
425 BETTER WAYAPPLETONWI54915BOARD MEMBER0.10$0$0$0
SANGEETA EDWIN
425 BETTER WAYAPPLETONWI54915BOARD MEMBER0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,834,333AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$851,312AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,685,645TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,685,645AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$85,285CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,600,360NetVlNoncharitableAssetsAmt
Minimum Investment Return$280,018MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$280,018MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,575TaxBasedOnInvestmentIncomeAmt
Total Tax$15,575TotalTaxAmt
Distributable Before Adj$264,443DistributableBeforeAdjAmt
Recoveries Qualfied Distri$65,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$329,443DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$329,443DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,808,604ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,808,604QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$329,443DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,619,669ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,141,635ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,766,879ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,686,933ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,007,493ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,222,609TotalExcessDistributionCyovAmt
Qualifying Distributions$5,808,604QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$329,443AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,479,161RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$17,701,770TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,619,669ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$16,082,101ExcessDistriCyovToNextYrAmt
Excess From Year4$1,141,635ExcessFromYear4Amt
Excess From Year3$1,766,879ExcessFromYear3Amt
Excess From Year2$3,686,933ExcessFromYear2Amt
Excess From Year1$4,007,493ExcessFromYear1Amt
Excess From Current Year$5,479,161ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerAMBER SIMONDSContributingManagerNm
Contributing ManagerDAN POSANSKIContributingManagerNm
Contributing ManagerSARAH JOHANNSENContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumRecipient Email AddressRecipientEmailAddressTxtForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
APPLICATIONS MUST BE SUBMITTED ONLI
425 BETTER WAYAPPLETONWI549159202435806FOUNDATION@USVENTURE.COMAPPLICATIONS CAN BE SUBMITTED AT WWW.USVENTURE.COM/US-VENTURE-SCHMIDT-FAMILY-FOUNDATION/#GRANTS-SPONSORSHIPS 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 PROGRAMSEE WEBPAGE FOR DEADLINES IN JANUARY, APRIL, AUGUST, AND OCTOBERCONSIDERATION 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 WAYAPPLETONWI549159202435806FOUNDATION@USVENTURE.COMAPPLICATIONS CAN BE SUBMITTED AT WWW.USVENTURE.COM/US-VENTURE-SCHMIDT-FAMILY-FOUNDATION/#GRANTS-SPONSORSHIPS 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 OCTOBERSPONSORSHIPS 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 (208 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
1000 GENERATIONS
PO BOX 213ELKHORNWI53121N/APCUNRESTRICTED CHARITABLE GRANT$10,000
A BETTER CHICAGO
600 WEST VAN BUREN ST STE 510CHICAGOIL60607N/APCUNRESTRICTED CHARITABLE GRANT$60,000
ACHIEVE BROWN COUNTY
441 S JACKSON ST STE 201GREEN BAYWI54301N/APCUNRESTRICTED CHARITABLE GRANT$20,000
AFRICAN HERITAGE INC
PO BOX 2727APPLETONWI54912N/APCUNRESTRICTED CHARITABLE GRANT$50,000
ALZHEIMER ASSOCIATION
620 S 76TH ST 240MILWAUKEEWI53214N/APCUNRESTRICTED CHARITABLE GRANT$10,000
ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC
225 N MICHIGAN AVE FL 1CHICAGOIL60601N/APCUNRESTRICTED CHARITABLE GRANT$40,000
APPLETON COMMUNITY MUSIC INC
C/O TOM DONEY PO BOX 1674APPLETONWI54912N/APCUNRESTRICTED CHARITABLE GRANT$10,000
APPLETON HISTORICAL SOCEITY INC
128 N DURKEE STAPPLETONWI54911N/APCUNRESTRICTED CHARITABLE GRANT$25,000
APRICITY
1010 STROHMEYER DRNEENAHWI54956N/APCUNRESTRICTED CHARITABLE GRANT$40,000
ARIENS SPORTS AND ENTERTAINMENT FOUNDATION
655 W RYAN STBRILLIONWI54110N/APCUNRESTRICTED CHARITABLE GRANT$10,000
ARIZONA CANCER FOUNDATION FOR CHILDREN
7010 E COCHISE RDSCOTTSDALEAZ85253N/APCUNRESTRICTED CHARITABLE GRANT$5,000
ASSOCIATION OF FUNDRAISING PROFESSIONALS
PO BOX 2242APPLETONWI54912N/APCUNRESTRICTED CHARITABLE GRANT$3,000
AUSTIN AREA URBAN LEAGUE INC
8011 CAMERON RD STE A-100AUSTINTX78754N/APCUNRESTRICTED CHARITABLE GRANT$3,000
BEAMING INC
PO BOX 524NEENAHWI54957N/APCUNRESTRICTED CHARITABLE GRANT$10,000
BELLIN HEALTH FOUNDATION INC
PO BOX 23400GREEN BAYWI54305N/APCUNRESTRICTED CHARITABLE GRANT$2,000
BIG BROTHERS BIG SISTERS OF EAST CENTRAL WISCONSIN
1331 AMERICAN DRNEENAHWI54956N/APCUNRESTRICTED CHARITABLE GRANT$17,500
BIG BROTHERS BIG SISTERS OF EAST CENTRAL WISCONSIN
1331 AMERICAN DRNEENAHWI54956N/APCUNRESTRICTED CHARITABLE GRANT$65,000
BIG BROTHERS BIG SISTERS OF NORTHEAST WISCONSIN
520 N BROADWAY STE 220GREEN BAYWI54303N/APCUNRESTRICTED CHARITABLE GRANT$63,050
BIG BROTHERS BIG SISTERS OF WISCONSIN INC
613 N 5TH ST STE 203WAUSAUWI54403N/APCUNRESTRICTED CHARITABLE GRANT$100,000
BOISE YOUTH AMATEUR HOCKEY ASSOCIATION
PO BOX 190844BOISEID83719N/APCUNRESTRICTED CHARITABLE GRANT$250
BOYS & GIRLS CLUB FOX VALLEY INC
160 S BADGER AVEAPPLETONWI54914N/APCUNRESTRICTED CHARITABLE GRANT$80,000
BOYS AND GIRLS CLUB OF GREEN BAY
1451 UNIVERSITY AVEGREEN BAYWI54302N/APCUNRESTRICTED CHARITABLE GRANT$20,000
BOYS AND GIRLS CLUB OF OSHKOSH
501 E PARKWAY AVEOSHKOSHWI54903N/APCUNRESTRICTED CHARITABLE GRANT$61,000
BOYS AND GIRLS CLUB OF WHITTIER INC
7905 GREENLEAF AVEWHITTIERCA90602N/APCUNRESTRICTED CHARITABLE GRANT$2,200
BRAIN CENTER OF GREEN BAY INC
2801 S WEBSTER AVEGREEN BAYWI54301N/APCUNRESTRICTED CHARITABLE GRANT$5,000
BRUSSELS WISCONSIN LIONS FOUNDATION INC
1579 LEDGE RDBRUSSELSWI54204N/APCUNRESTRICTED CHARITABLE GRANT$15,000
BUILDING FOR KIDS
100 W COLLEGE AVEAPPLETONWI54911N/APCUNRESTRICTED CHARITABLE GRANT$10,000
CAMP GILBERT INC
PO BOX 89406SIOUX FALLSSD57109N/APCUNRESTRICTED CHARITABLE GRANT$5,000
CAMP VIOLA INC
314 CAMP VIOLA ROADLA GRANGEGA30241N/APCUNRESTRICTED CHARITABLE GRANT$2,500
CAREER LEARNING & EMPLOYMENT CENTER
8604 ALLISONVILLE RDINDIANAPOLISIN46250N/APCUNRESTRICTED CHARITABLE GRANT$10,000
CASA OF BROWN COUNTY
414 E WALNUT ST STE 170GREEN BAYWI54301N/APCUNRESTRICTED CHARITABLE GRANT$10,000
CASA OF THE FOX CITIES
1500 N CASALOMA DR SUITE 200APPLETONWI54913N/APCUNRESTRICTED CHARITABLE GRANT$25,000
CATALPA HEALTH INC
4635 W COLLEGE AVEAPPLETONWI54914N/APCUNRESTRICTED CHARITABLE GRANT$20,000
CENTER FOR CHILDHOOD SAFETY
2827 RAMADA WAYGREEN BAYWI54304N/APCUNRESTRICTED CHARITABLE GRANT$5,000
CENTRAL CALIFORNIA FOOD BANK
4010 E AMENDOLA DRFRESNOCA93725N/APCUNRESTRICTED CHARITABLE GRANT$1,500
CENTRAL CROSS COUNTRY SKIING INC
PO BOX 930442VERONAWI53593N/APCUNRESTRICTED CHARITABLE GRANT$5,000
CEREBRAL PALSY
2801 S WEBSTER AVEGREEN BAYWI54301N/APCUNRESTRICTED CHARITABLE GRANT$10,000
CHILDREN'S CANCER FAMILY FOUNDATION
740 FORD ST SUITE BKIMBERLYWI54136N/APCUNRESTRICTED CHARITABLE GRANT$7,500
CHILDREN'S HOSPITAL & HEALTH SYSTEMS FOUN
PO BOX 1997MILWAUKEEWI53226N/APCUNRESTRICTED CHARITABLE GRANT$100,000
CHILDRENS HOSPITAL OF WISCONSIN FOUNDATION INC
PO BOX 1997MILWAUKEEWI53201N/APCUNRESTRICTED CHARITABLE GRANT$7,500
CHRIST THE KING LUTHERAN CHURCH
601 S WASHINGTON STCOMBINED LOCKSWI54113N/APCUNRESTRICTED CHARITABLE GRANT$5,000
CHRISTINE ANN DOMESTIC ABUSE SERVICES
240 ALGOMA BLVDOSHKOSHWI54901N/APCUNRESTRICTED CHARITABLE GRANT$25,000
COMBINED LOCKS ADVANCEMENT ASSOCIATION
405 WALLACE STCOMBINED LOCKSWI54113N/APCUNRESTRICTED CHARITABLE GRANT$1,000
COMMUNITY BENEFIT TREE INC
2204 CROOKS AVEKAUKAUNAWI54130N/APCUNRESTRICTED CHARITABLE GRANT$29,500
COMMUNITY CLOTHES CLOSET
1465 B OPPORTUNITY WAYWAY MENASHAWI54952N/APCUNRESTRICTED CHARITABLE GRANT$40,000
COMMUNITY SERVICES AGENCY INC
201 S MILITARY AVE STE 101GREEN BAYWI54303N/APCUNRESTRICTED CHARITABLE GRANT$20,000
CORPSGIVING FOUNDATION
931 W 5TH AVEDENVERCO80204N/APCUNRESTRICTED CHARITABLE GRANT$105,000
COTS INC
819 S WEST AVEAPPLETONWI54915N/APCUNRESTRICTED CHARITABLE GRANT$50,000
COTS
819 S WEST AVEAPPLETONWI54915N/APCUNRESTRICTED CHARITABLE GRANT$100,000
DAY BY DAY WARMING SHELTER
420 CEAPE AVEOSHKOSHWI54901N/APCUNRESTRICTED CHARITABLE GRANT$40,000
DELTA SIGMA THETA SORORITY INC - MARIETTA ROSWELL ALUMNAE CHAPTER
PO BOX 70786MARIETTAGA30007N/APCUNRESTRICTED CHARITABLE GRANT$1,500
DOCTORS IN RECITAL INC
PO BOX 5SUAMICOWI54173N/APCUNRESTRICTED CHARITABLE GRANT$2,500
DOUGLAS COUNTY CAR CARE PROGRAM
4353 COUNTY ROAD 82 SEALEXANDRIAMN56308N/APCUNRESTRICTED CHARITABLE GRANT$5,000
DYSLEXIA READING CONNECTION INC
2935 N BALLARD RDAPPLETONWI54911N/APCUNRESTRICTED CHARITABLE GRANT$30,000
EMORY UNIVERSITY
1762 CLIFTON RD STE 2400ATLANTAGA30322N/APCUNRESTRICTED CHARITABLE GRANT$10,000
EMPOWERED TUTORING INC
2631 N MEADE ST STE 203APPLETONWI54911N/APCUNRESTRICTED CHARITABLE GRANT$8,000
ENVISION GREATER GREEN BAY INC
112 N ADAMS STGREEN BAYWI54301N/APCUNRESTRICTED CHARITABLE GRANT$3,000
EXCEPTIONAL EQUESTRIANS COMPANY
1130 ORLANDO DRDE PEREWI54115N/APCUNRESTRICTED CHARITABLE GRANT$10,000
FAMILY SERVICES OF NORTHEAST WISCONSIN INC
PO BOX 22308BAYWI54305N/APCUNRESTRICTED CHARITABLE GRANT$12,000
FEED THE BODY FEED THE SOUL INC
2307 OREGON STOSHKOSHWI54902N/APCUNRESTRICTED CHARITABLE GRANT$10,000
FEEDING AMERICA EASTERN WISCONSIN INC
1700 W FOND DU LAC AVEMILWAUKEEWI53205N/APCUNRESTRICTED CHARITABLE GRANT$121,500
FEEDING AMERICA RIVERSIDE AND SAN BERNARDINO COUNTIES
2950 JEFFERSON ST STE ARIVERSIDECA92504N/APCUNRESTRICTED CHARITABLE GRANT$26,000
FIORELLO H LAGUARDIA COMMUNITY COLLEGE FO
31-10 THOMSON AVELONG ISLAND CITYNY11101N/APCUNRESTRICTED CHARITABLE GRANT$75,000
FOOD BANK OF THE ROCKIES INC
10700 E 45TH AVEDENVERCO80239N/APCUNRESTRICTED CHARITABLE GRANT$30,000
FORWARD SERVICE CORPORATION
726 PINE STREETGREEN BAYWI54301N/APCUNRESTRICTED CHARITABLE GRANT$25,000
FOUNDATIONS HEALTH & WHOLENESS INC
1061 W MASON STGREEN BAYWI54303N/APCUNRESTRICTED CHARITABLE GRANT$5,000
FOX CARES FOUNDATION
3401 E CALUMET STAPPLETONWI54915N/APCUNRESTRICTED CHARITABLE GRANT$5,000
FOX CITIES FESTIVAL OF LIGHTS INC
9934 NOE RDAPPLETONWI54915N/APCUNRESTRICTED CHARITABLE GRANT$2,500
FOX CITIES MARATHON
1575 DRESANG WAYNEENAHWI54956N/APCUNRESTRICTED CHARITABLE GRANT$5,000
FOX COMMUNITIES CREDIT UNION
2201 E ENTERPRISE AVEAPPLETONWI54913N/APCUNRESTRICTED CHARITABLE GRANT$3,000
FOX VALLEY DATA EXCHANGE
1455 MIDWAY ROADMENASHAWI54952N/APCUNRESTRICTED CHARITABLE GRANT$50,000
FOX VALLEY LITERACY COUNCIL INC
130 E FRANKLIN STAPPLETONWI54911N/APCUNRESTRICTED CHARITABLE GRANT$55,000
FOX VALLEY MEMORY PROJECT
1800 APPLETON RDMENASHAWI54952N/APCUNRESTRICTED CHARITABLE GRANT$2,500
FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION INC
10 E COLLEGE AVE STE 207APPLETONWI54911N/APCUNRESTRICTED CHARITABLE GRANT$15,000
FOX VALLEY TECHNICAL COLLEGE
1825 N BLUEMOUND DRAPPLETONWI54914N/APCUNRESTRICTED CHARITABLE GRANT$5,000
FRIENDS OF APPLETON LIBRARY
PO BOX 1971APPLETONWI54912N/APCUNRESTRICTED CHARITABLE GRANT$100,000
FRIENDS OF KAUKAUNA PUBLIC LIBRARY
207 THILMANY RDKAUKAUNAWI54130N/APCUNRESTRICTED CHARITABLE GRANT$2,500
FRIENDS OF PALS YOUTH & FAMILIES
PO BOX 1202GREEN BAYWI54305N/APCUNRESTRICTED CHARITABLE GRANT$50,000
FULL CIRCLE 152 PERCENT
PO BOX 311200FONTANACA92331N/APCUNRESTRICTED CHARITABLE GRANT$2,500
GIRL SCOUTS OF THE NW GREAT LAKES
4693 N LYNNDALE DRAPPLETONWI54913N/APCUNRESTRICTED CHARITABLE GRANT$10,000
GOLDEN HOUSE INC
1120 UNIVERSITY AVEGREEN BAYWI54302N/APCUNRESTRICTED CHARITABLE GRANT$93,333
GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN INC
1800 APPLETON RDMENASHAWI54952N/APCUNRESTRICTED CHARITABLE GRANT$5,000
GOODWILL OF WESTERN MISSOURI & EASTERN KANSAS
800 E 18TH STKANSAS CITYMO64108N/APCUNRESTRICTED CHARITABLE GRANT$4,500
GORDON BUBOLZ NATURE PRESERVE
4815 N LYNNDALE DRAPPLETONWI54913N/APCUNRESTRICTED CHARITABLE GRANT$37,500
GREATER FOX CITIES AREA HABITAT FOR HUMAN
921 MIDWAY RDMENASHAWI54952N/APCUNRESTRICTED CHARITABLE GRANT$45,000
GREATER FOX CITIES AREA HABITAT FOR HUMANITY INC
921 MIDWAY RDMENASHAWI54952N/APCUNRESTRICTED CHARITABLE GRANT$10,000
GREATER GREEN BAY CHAMBER OF COMMERCE FOUNDATION INC
300 N BROADWAY STE 3AGREEN BAYWI54303N/APCUNRESTRICTED CHARITABLE GRANT$10,000
GREATER GREEN BAY COMMUNITY FOUNDATION INC
400 S WASHINGTON STALLOUEZWI54301N/APCUNRESTRICTED CHARITABLE GRANT$42,500
GREATER GREEN BAY HABITAT FOR HUMANITY
1967 ALLOUEZ AVEGREEN BAYWI54311N/APCUNRESTRICTED CHARITABLE GRANT$75,000
HARBOR HOUSE
720 W 5TH STAPPLETONWI54914N/APCUNRESTRICTED CHARITABLE GRANT$30,000
HEADSUP FOX CITIES
332 BROAD STMENASHAWI54952N/APCUNRESTRICTED CHARITABLE GRANT$35,000
HECKRODT WETLAND RESERVE
1305 PLANK RDMENASHAWI54952N/APCUNRESTRICTED CHARITABLE GRANT$5,000
HELP FIND A CURE FOR MS INC
W6735 SUNNYVALE LANEGREENVILLEWI54942N/APCUNRESTRICTED CHARITABLE GRANT$500
HIRE HEROES USA
13010 MORRIS RD STE 175ALPHARETTAGA30004N/APCUNRESTRICTED CHARITABLE GRANT$10,000
HOPE 4 YOUTH INC
PO BOX 48010MINNEAPOLISMN55448N/APCUNRESTRICTED CHARITABLE GRANT$25,000
HOPE CLINIC AND CARE CENTER INC
1814 APPLETON RDMENASHAWI54952N/APCUNRESTRICTED CHARITABLE GRANT$31,500
HOUSE OF HOPE GREEN BAY INC
1660 CHRISTIANA STGREEN BAYWI54303N/APCUNRESTRICTED CHARITABLE GRANT$12,000
INNOVATIVE SERVICES INC
2321 SAN LUIS PLGREEN BAYWI54304N/APCUNRESTRICTED CHARITABLE GRANT$5,000
INSPIRATION MINISTRIES
N2270 STATE ROAD 67WALWORTHWI53184N/APCUNRESTRICTED CHARITABLE GRANT$7,500
JACOBS CREEK WATERSHED ASSOCIATION
417B FRICK AVESCOTTDALEPA15683N/APCUNRESTRICTED CHARITABLE GRANT$10,000
JEREMIAH PROGRAM
1510 LAUREL AVE STE 100MINNEAPOLISMN55403N/APCUNRESTRICTED CHARITABLE GRANT$10,000
JOB ONE
1307 ORETHA CASTLE HALEY BLVDNEW ORLEANSLA70113N/APCUNRESTRICTED CHARITABLE GRANT$1,000
JUNIOR ACHIEVEMENT OF WISCONSIN INC
11111 W LIBERTY DRMILWAUKEEWI53224N/APCUNRESTRICTED CHARITABLE GRANT$10,000
KATHY'S HOUSE INC
9100 W WISCONSIN AVEMILWAUKEEWI53226N/APCUNRESTRICTED CHARITABLE GRANT$25,000
KENYA WORKS INC
PO BOX 1572APPLETONWI54912N/APCUNRESTRICTED CHARITABLE GRANT$152,000
KIDS AT THEIR BEST INC
PO BOX 382FORT MORGANCO80701N/APCUNRESTRICTED CHARITABLE GRANT$25,000
KIM COM PROMOTION
PO BOX 33KIMBERLYWI54136N/APCUNRESTRICTED CHARITABLE GRANT$3,000
LAUNDRYCARES FOUNDATION
17W635 BUTTERFIELD RD STE 145TERRACEIL60181N/APCUNRESTRICTED CHARITABLE GRANT$90,000
LEAVEN
1475 OPORTUNITY WAYMENASHAWI54952N/APCUNRESTRICTED CHARITABLE GRANT$3,000
LITTLE CHUTE AREA SCHOOL DISTRICT
1402 FREEDOM ROADLITTLE CHUTEWI54140N/APCUNRESTRICTED CHARITABLE GRANT$1,000
LOAVES & FISHES OF THE FOX VALLEY INC
PO BOX 1562APPLETONWI54912N/APCUNRESTRICTED CHARITABLE GRANT$2,500
LOVING THE SKIN IM IN INC
425 S MILITARY AVE STE 208GREEN BAYWI54303N/APCUNRESTRICTED CHARITABLE GRANT$2,500
MAKE A WISH FOUNDATION
1702 E HIGHLAND AVE SUITE 400PHOENIXAZ85016N/APCUNRESTRICTED CHARITABLE GRANT$10,000
MILWAUKEE BUCKS FOUNDATION INC
1001 N 4TH STMILWAUKEEWI53203N/APCUNRESTRICTED CHARITABLE GRANT$10,000
MISSION MYELOMA INC
PO BOX 103KIMBERLYWI54136N/APCUNRESTRICTED CHARITABLE GRANT$2,500
MULTICULTURAL COALITION
333 FIRST ST STE DMENASHAWI54952N/APCUNRESTRICTED CHARITABLE GRANT$25,000
MYTEAM TRIUMPH WISCONSIN
1406 S JACKSON STGREEN BAYWI54301N/APCUNRESTRICTED CHARITABLE GRANT$2,500
NAMI FOX VALLEY INC
211 E FRANKLIN STAPPLETONWI54911N/APCUNRESTRICTED CHARITABLE GRANT$45,000
NEENAH-MENASHA EMERGENCY SOCIETY
PO BOX 744NEENAHWI54957N/APCUNRESTRICTED CHARITABLE GRANT$3,500
NEW COMMUNITY SHELTER
301 MATHER STGREEN BAYWI54303N/APCUNRESTRICTED CHARITABLE GRANT$35,000
NORTHEAST WISCONSIN CHINESE ASSOCIATION
823 W COLLEGE AVE STE BAPPLETONWI54914N/APCUNRESTRICTED CHARITABLE GRANT$5,000
NORTHEAST WISCONSIN HMONG PROFESSIONALS
1444 E NORTHLAND AVEAPPLETONWI54911N/APCUNRESTRICTED CHARITABLE GRANT$10,000
NORTHEAST WISCONSIN LAND TRUST INC
14 TRI PARK WAY STE 1APPLETONWI54914N/APCUNRESTRICTED CHARITABLE GRANT$20,000
NOVA COUNSELING SERVICES
759 SW FEDERAL HIGHWAY SUITE 215STUARTFL34994N/APCUNRESTRICTED CHARITABLE GRANT$5,000
ON BROADWAY INC
340 N BORADWAY STE 165GREEN BAYWI54303N/APCUNRESTRICTED CHARITABLE GRANT$50,000
ON STAGE 4 CANCER INC
3095 N BROOK HILLSSUAMICOWI54313N/APCUNRESTRICTED CHARITABLE GRANT$5,000
OPERATION CR INC
PO BOX 580435FLUSHINGNY11358N/APCUNRESTRICTED CHARITABLE GRANT$10,000
OPTIMIST CLUB OF ALLOUEZ GREEN BAY WI
801 HOFFMAN RDGREEN BAYWI54301N/APCUNRESTRICTED CHARITABLE GRANT$1,000
OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION
230 OHIO ST STE 100OSHKOSHWI54902N/APCUNRESTRICTED CHARITABLE GRANT$103,000
OSHKOSH AREA COMMUNITY PANTRY
2551 JACKSON STOSHKOSHWI54901N/APCUNRESTRICTED CHARITABLE GRANT$5,000
OSHKOSH KIDS FOUNDATION
1041 N WESTHAVEN DROSHKOSKWI54904N/APCUNRESTRICTED CHARITABLE GRANT$100,000
PACIFIC CLINICS
800 S SANTA ANITA AVEARCADIACA91006N/APCUNRESTRICTED CHARITABLE GRANT$5,000
PARENT INSTITUTE FOR QUALITY EDUCATION
2405 E PLAZA BLVDNATIONAL CITYCA91950N/APCUNRESTRICTED CHARITABLE GRANT$10,000
PATH
340 N MADISON AVELOS ANGELESCA90004N/APCUNRESTRICTED CHARITABLE GRANT$5,000
PEOPLE OF PROGRESSION
611 N LYNNDALE DR STE 140APPLETONWI54914N/APCUNRESTRICTED CHARITABLE GRANT$40,000
PERFORMING ARTS CENTER OF LOS ANGELES CTY
201 N FIGUEROA ST SUITE 1400LOS ANGELESCA90012N/APCUNRESTRICTED CHARITABLE GRANT$10,000
PH SECOND CHANCES INC
309E E WENTWORTH LNAPPLETONWI54913N/APCUNRESTRICTED CHARITABLE GRANT$10,000
PILLARS INC
605 E HANCOCK STAPPLETONWI54911N/APCUNRESTRICTED CHARITABLE GRANT$110,000
PREVENT SUICIDE FOX CITIES INC
211 E FRANKLIN ST STE FAPPLETONWI54911N/APCUNRESTRICTED CHARITABLE GRANT$1,500
RAINBOW LABS MENTORING INC
1037 N GARDNER ST APT 1WEST HOLLYWOODCA90046N/APCUNRESTRICTED CHARITABLE GRANT$10,000
RAINBOW OVER WISCONSIN INC
PO BOX 2211APPLETONWI54912N/APCUNRESTRICTED CHARITABLE GRANT$2,000
RAWHIDE INC
E7475 RAWHIDE RDNEW LONDONWI54961N/APCUNRESTRICTED CHARITABLE GRANT$5,000
REACH OUT AND READ WISCONSIN
89 SOUTH ST SUITE 201BOSTONMA02111N/APCUNRESTRICTED CHARITABLE GRANT$20,000
REGIONAL FOOD BANK OF NORTHEAST FLORIDA
1116 EDGEWOOD AVE NJACKSONVILLEFL32254N/APCUNRESTRICTED CHARITABLE GRANT$50,000
RIVERSIDE MEDICAL CLINIC CHARITABLE FOUND
7177 BROCKTON AVE STE 105RIVERSIDECA92506N/APCUNRESTRICTED CHARITABLE GRANT$2,500
RIVERVIEW GARDENS INC
242 W SEYMOUR STAPPLETONWI54915N/APCUNRESTRICTED CHARITABLE GRANT$55,000
RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONCIN INC
8948 WATERTOWN PLANK RDMILWAUKEEWI53226N/APCUNRESTRICTED CHARITABLE GRANT$16,000
RONALD MCDONALD HOUSE CHARITIES OF KANSAS CITY INC
2502 CHERRY STKANSAS CITYMO64108N/APCUNRESTRICTED CHARITABLE GRANT$10,000
RONALD MCDONALD HOUSE CHARITIES UPPER MIDWEST
818 FULTON ST SEMINNEAPOLISMN55414N/APCUNRESTRICTED CHARITABLE GRANT$5,500
SALVATION ARMY- GREEN BAY
626 UNION COURTGREEN BAYWI54303N/APCUNRESTRICTED CHARITABLE GRANT$30,000
SAMARITAN COUNSELING CENTER OF THE FOX VALLEY
1205 PROVINCE TERMENASHAWI54952N/APCUNRESTRICTED CHARITABLE GRANT$45,000
SAN DIEGO RESCUE MISSION
120 ELM STREETSAN DIEGOCA92101N/APCUNRESTRICTED CHARITABLE GRANT$10,000
SCHOOL CHOICE WISCONSIN INC
10427 W LINCOLN AVE STE 1800WEST ALLISWI53227N/APCUNRESTRICTED CHARITABLE GRANT$10,000
SERVANTS TO ALL
4 S CENTRE STPOTTSVILLEPA17901N/APCUNRESTRICTED CHARITABLE GRANT$25,000
SHEPHERDS MINISTRIES INC
1805 15TH AVEUNION GROVEWI53182N/APCUNRESTRICTED CHARITABLE GRANT$20,000
SHOES THAT FIT
1420 N CLAREMONT BLVD STE 204ACLAREMONTCA91711N/APCUNRESTRICTED CHARITABLE GRANT$5,000
SOAR FOX CITIES
211 E FRANKLIN STAPPLETONWI54911N/APCUNRESTRICTED CHARITABLE GRANT$3,000
SOLDIERS' ANGELS
2895 NE INTERSTATE 410 LOOPSAN ANTONIOTX78218N/APCUNRESTRICTED CHARITABLE GRANT$5,000
SOLUTIONS RECOVERY INC
621 EVANS ST OSHKOSHOSHKOSHWI54901N/APCUNRESTRICTED CHARITABLE GRANT$35,000
SPECIAL OLYMPICS OF WISCONSIN
2310 CROSSROADS DR STE 1000MADISONWI53718N/APCUNRESTRICTED CHARITABLE GRANT$10,000
SPIERINGS CANCER FOUNDATION
701 HARVEST TRAILAPPLETONWI54913N/APCUNRESTRICTED CHARITABLE GRANT$15,000
SPINA BIFIDA WISCONSIN LTD
830 N 109TH STWAUWATOSAWI53226N/APCUNRESTRICTED CHARITABLE GRANT$5,200
ST JOHN NEPOMUCENE CATHOLIC CONGREGATION
411 VANDEN BROEK STLITTLE CHUTEWI54140N/APCUNRESTRICTED CHARITABLE GRANT$2,500
ST JOSEPH CENTER FOR SPECIAL LEARNING INC
302 RANDEL STSCHUYLKILL HAVENPA17972N/APCUNRESTRICTED CHARITABLE GRANT$1,000
ST PAUL ELDER SERVICES INC
316 E 14TH STKAUKAUNAWI54130N/APCUNRESTRICTED CHARITABLE GRANT$15,000
ST GIANNA MOLLA CLINIC INC
1716 LAWRENCE DR STE 100DEPEREWI54115N/APCUNRESTRICTED CHARITABLE GRANT$50,000
ST JOSEPH'S FOOD PROGRAM
1465 A OPPORTUNITY WAYMENASHAWI54952N/APCUNRESTRICTED CHARITABLE GRANT$75,000
STEAM REVOLT
11035 GOLF LINKS DRIVECHARLOTTENC28277N/APCUNRESTRICTED CHARITABLE GRANT$5,000
STORED VALUE SOLUTIONS
101 BULLITT LNLOUISVILLEKY40222N/APCUNRESTRICTED CHARITABLE GRANT$40,000
TEAM RUBICON
5230 PACIFIC CONCOURSE DR STE 200LOS ANGELESCA90045N/APCUNRESTRICTED CHARITABLE GRANT$100,000
THE 4R FOUNDATION INC
210 N PARK AVEWINTER PARKFL32789N/APCUNRESTRICTED CHARITABLE GRANT$10,000
THE BUILDING FOR KIDS INC
100 W COLLEGE AVEAPPLETONWI54911N/APCUNRESTRICTED CHARITABLE GRANT$150,000
THE CENTERS FOR EXCEPTIONAL CHILDREN INC
2315 COLISEUM DRWINSTON SALEMNC27106N/APCUNRESTRICTED CHARITABLE GRANT$2,500
THE CHILDRENS GIVING TREE NOT FOR PROFIT
3157 E LAKE PARK XING UNIT 62APPLETONWI54915N/APCUNRESTRICTED CHARITABLE GRANT$1,000
THE ELAINE CLARK CENTER INC
5130 PEACHTREE BLVDCHAMBLEEGA30341N/APCUNRESTRICTED CHARITABLE GRANT$50,000
THE FAMILY RADIO STATION
290 HEGENBERGER RDOAKLANDCA94621N/APCUNRESTRICTED CHARITABLE GRANT$3,000
THE GEANCO FOUNDATION
5482 WILSHIRE BLVD 186LOS ANGELESCA90036N/APCUNRESTRICTED CHARITABLE GRANT$5,000
THE KAUKAUNA COMMUNITY PLAYERS INC
212 TAYLOR ST 212KAUKAUNAWI54130N/APCUNRESTRICTED CHARITABLE GRANT$500
THE LA TRUST FOR CHILDREN'S HEALTH
333 S BEAUDRY AVELOS ANGELESCA90017N/APCUNRESTRICTED CHARITABLE GRANT$15,000
THE LET IT BE FOUNDATION
14720 CENTRAL AVECHINOCA91710N/APCUNRESTRICTED CHARITABLE GRANT$5,000
THE LIFT GARAGE
2401 E LAKE STMINNEAPOLISMN55406N/APCUNRESTRICTED CHARITABLE GRANT$1,000
THE LUTHERAN HIGH SCHOOL ASSOC
5100 MEXICO RDST PETERSMO63376N/APCUNRESTRICTED CHARITABLE GRANT$30,000
THE MOORING PROGRAMS INC
1010 STROHMEYER DRNEENAHWI54956N/APCUNRESTRICTED CHARITABLE GRANT$10,000
THE PERIWINKLE FOUNDATION
3400 BISSONNET ST STE 185HOUSTONTX77005N/APCUNRESTRICTED CHARITABLE GRANT$5,000
THE PLUS ME PROJECT
600 WILSHIRE BLVD SUITE 870LOS ANGELESCA90017N/APCUNRESTRICTED CHARITABLE GRANT$10,000
THE POSSE FOUNDATION INC
14 WALL ST STE 8A60NEW YORKNY10005N/APCUNRESTRICTED CHARITABLE GRANT$55,000
THE QAYSHAUN SCOTT FOUNDATION
532 OLD MARLTON PIKE WPMB 760MARLTONNJ08053N/APCUNRESTRICTED CHARITABLE GRANT$1,000
THE SALVATION ARMY - FOX CITIES
626 UNION CTGREEN BAYWI54303N/APCUNRESTRICTED CHARITABLE GRANT$11,000
THE YOUNG MENS CHRISTIAN ASSOCIATION OF ANAHEIM
240 S EUCLID STANAHEIMCA92802N/APCUNRESTRICTED CHARITABLE GRANT$16,000
THE YOUNG MENS CHRISTIAN ASSOCIATION OF ANAHEIM
240 S EUCLID STANAHEIMCA92802N/APCUNRESTRICTED CHARITABLE GRANT$5,000
THEDACARE FAMILY OF FOUNDATIONS
1818 N MEADE STAPPLETONWI54911N/APCUNRESTRICTED CHARITABLE GRANT$10,000
THOMPSON CENTER ON LOURDES INC
2331 E LOURDES DRAPPLETONWI54915N/APCUNRESTRICTED CHARITABLE GRANT$125,000
TROUT MUSEUM OF ART
111 W COLLEGE AVEAPPLETONWI54911N/APCUNRESTRICTED CHARITABLE GRANT$25,000
UNITED WAY BROWN COUNTY
111 N ROOSEVELT STGREEN BAYWI54301N/APCUNRESTRICTED CHARITABLE GRANT$5,000
UNITY OF APPLETON INC
1366 APPLETON RDMENASHAWI54952N/APCUNRESTRICTED CHARITABLE GRANT$10,250
UNIVERSITY OF WISCONSIN - GREEN BAY FOUND
2420 NICOLET DRGREEN BAYWI54311N/APCUNRESTRICTED CHARITABLE GRANT$7,500
US 2 BEHAVIORAL HEALTH CARE INC
6801 W BROWN DEER RDMILWAUKEEWI53223N/APCUNRESTRICTED CHARITABLE GRANT$100,000
VALLEY PACKAGING INDUSTRIES
110 N KENSINGTON DRAPPLETONWI54915N/APCUNRESTRICTED CHARITABLE GRANT$25,000
VICTORY COMMUNITY DEVELOPMENT CENTER
N/APCUNRESTRICTED CHARITABLE GRANT$800,000PO BOX 141ONGATA RONGAIKE
VOLUNTEERS OF AMERICA INC
1660 DUKE STALEXANDRIAVA22314N/APCUNRESTRICTED CHARITABLE GRANT$5,000
WELLO INC
300 PACKERLAND DRGREEN BAYWI54303N/APCUNRESTRICTED CHARITABLE GRANT$16,667
WIJAM LLC
1005 S OUTAGAMIE STAPPLETONWI54914N/APCUNRESTRICTED CHARITABLE GRANT$1,000
WOMENS FUND FOR THE FOX VALLEY REGION INC
4455 W LAWRENCE STAPPLETONWI54914N/APCUNRESTRICTED CHARITABLE GRANT$35,000
YMCA OF SOUTHERN NEVADA
4141 MEADOWS LANELAS VEGASNE89107N/APCUNRESTRICTED CHARITABLE GRANT$1,000
YMCA OF THE FOX CITIES
218 E LAWRENCE STAPPLETONWI54911N/APCUNRESTRICTED CHARITABLE GRANT$55,000
YOU BELONG TOGETHER
2960 ALLIED STGREEN BAYWI54304N/APCUNRESTRICTED CHARITABLE GRANT$5,000
YOUTH GO
213 NICOLET BLVDNEENAHWI54956N/APCUNRESTRICTED CHARITABLE GRANT$7,500
YOUTH SEEN
4495 HALE PKWY STE 101DENVERCO80220N/APCUNRESTRICTED CHARITABLE GRANT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,805,950TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,395ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$113,353ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,026,584ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,143,332ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,143,332TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1US VENTURE INCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1425 BETTER WAYAddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54915ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,098,795TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATIONCategoryTxt
Amt$430Amt
Net Investment Income$215NetInvestmentIncomeAmt
Disbursements Charitable Prps$215DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierACCOUNTS RECEIVABLEIdentifierTxt
Form And Line ReferencePART II - BALANCE SHEET, LINE 3FormAndLineReferenceDesc
Medium ExplanationBETWEEN FEBRUARY AND MAY 2024, A FOUNDATION BANK ACCOUNT WAS COMPROMISED THROUGH UNAUTHORIZED CHECK AND ACH ACTIVITY DUE TO FAILURES IN BANK-IMPLEMENTED FRAUD FILTERS. OF THE TOTAL FRAUDULENT ACTIVITY OF $575,902, $365,027 WAS RECOVERED. THE REMAINING $210,875 REPORTED AS AN RECEIVABLE ON THE BALANCE SHEET REPRESENTS THE AMOUNT STILL AT RISK.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBMO HARRIS [4018] - FIXED INCOMEBondNm
EOY Book Value$1,260,027EOYBookValueAmt
EOYFMV$1,256,916EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BMO HARRIS [4018] - REITS$33,859$32,567
BMO HARRIS [4018] - COMMON STOCKS$1,573,880$2,266,052
BMO HARRIS [4018] - EMERGING MARKETS$201,985$214,140
BMO HARRIS [4018] - US EQUITY$398,103$574,433
BMO HARRIS [4018] - INTERNATIONAL DEVELOPED$817,693$835,932

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$32,672Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$2,439RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,439DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRECOVERY OF GRANTDesc
Amt$65,000Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$22,642Amt
Net Investment Income$22,642NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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