Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
US VENTURESCHMIDT FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)425 BETTER WAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
APPLETON, WI54915
A Employer identification number

39-1540933
B Telephone number (see instructions)

(920) 831-8818
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,299,637J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,750,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 89,067 89,067  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 170,844
b Gross sales price for all assets on line 6a 2,424,711
7 Capital gain net income (from Part IV, line 2)... 170,844
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,009,911 259,911  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 237 118   119
c Other professional fees (attach schedule).... Click to see attachment 22,066 22,066   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 222 0   222
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,525 22,184   341
25 Contributions, gifts, grants paid....... 1,340,926 1,340,926
26 Total expenses and disbursements. Add lines 24 and 25 1,363,451 22,184   1,341,267
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 646,460
b Net investment income (if negative, enter -0-) 237,727
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 96,639 735,658 735,658
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,910,380 Click to see attachment2,921,891 4,350,584
c Investments—corporate bonds (attach schedule)....... 1,157,184 Click to see attachment1,153,114 1,213,395
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,164,203 4,810,663 6,299,637
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,164,203 4,810,663
29 Total net assets or fund balances (see instructions)..... 4,164,203 4,810,663
30 Total liabilities and net assets/fund balances (see instructions). 4,164,203 4,810,663
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,164,203
2
Enter amount from Part I, line 27a .....................
2
646,460
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,810,663
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,810,663
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a BMO HARRIS BANK N.A.      
b BMO HARRIS BANK N.A.      
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,269,448   1,249,345 20,103
b 1,132,573   1,004,522 128,051
c 22,690     22,690
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       20,103
b       128,051
c       22,690
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 170,844
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 3,304
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,304
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,304
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,575
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,575
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,271
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,271 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletAMBER SIMONDS Telephone no.bullet (920) 243-5872

    Located atbullet425 BETTER WAYAPPLETONWI ZIP+4bullet54915
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JIM ANHOLZER VICE PRESIDENT
    1.00     		0 0 0
    425 BETTER WAY
    APPLETON,WI54915
    AMBER SIMONDS TREASURER
    1.00     		0 0 0
    425 BETTER WAY
    APPLETON,WI54915
    JACKIE SHARKEY SECRETARY
    1.00     		0 0 0
    425 BETTER WAY
    APPLETON,WI54915
    PAUL KUBIC PRESIDENT
    1.00     		0 0 0
    425 BETTER WAY
    APPLETON,WI54915
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,946,606
    b
    Average of monthly cash balances.......................
    1b
    173,928
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,120,534
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,120,534
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    61,808
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,058,726
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    202,936
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    202,936
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,304
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,304
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    199,632
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    199,632
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    199,632
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,341,267
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,341,267
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,341,267
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 199,632
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 740,073
    b From 2016...... 2,088,714
    c From 2017...... 1,102,742
    d From 2018...... 1,245,961
    e From 2019...... 1,619,669
    fTotal of lines 3a through e........ 6,797,159
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,341,267
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 199,632
    e Remaining amount distributed out of corpus 1,141,635
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 7,938,794
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		740,073
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		7,198,721
    10 Analysis of line 9:
    a Excess from 2016.... 2,088,714
    b Excess from 2017.... 1,102,742
    c Excess from 2018.... 1,245,961
    d Excess from 2019.... 1,619,669
    e Excess from 2020.... 1,141,635
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JIM ANHOLZER
    AMBER SIMONDS
    JACKIE SHARKEY
    PAUL KUBIC
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALS ASSOCIATION - WISCONSIN CHAPTER
    3333 N MAYFAIR ROAD STE104
    WAUWATOSA,WI53222     		NONE PC HEALTH & HUMAN SERVICES 15,000
    ALTERNATIVE CENTER FOR EDUCATION INC
    101 W EDISON AVE
    APPLETON,WI54915     		NONE PC EDUCATION & SCHOLARSHIPS 2,500
    BADGER AIR COMMUNITY COUNCIL
    PO BOX 192
    MADISON,WI53701     		NONE PC HEALTH & HUMAN SERVICES 5,000
    BIG BROTHERS BIG SISTERS
    1331 AMERICAN DR
    NEENAH,WI54956     		NONE PC HEALTH & HUMAN SERVICES 50,000
    BIG BROTHERS BIG SISTERS NE WI
    520 N BROADWAY ST STE 220
    GREEN BAY,WI54303     		NONE PC HEALTH & HUMAN SERVICES 10,000
    BOYS AND GIRLS CLUB FOX VALLEY
    117 S LOCUST ST
    APPLETON,WI54914     		NONE PC EDUCATION & SCHOLARSHIPS 75,000
    CASA OF BROWN COUNTY
    414 E WALNUT ST STE 170
    GREEN BAY,WI54301     		NONE PC HEALTH & HUMAN SERVICES 18,000
    CHILD CARE RESOURCE & REFERRAL
    1001 W KENNEDY AVE STE C
    KIMBERLY,WI54136     		NONE PC HEALTH & HUMAN SERVICES 10,000
    CHILDREN'S HOSPITAL OF WI FOUNDATION INC
    325 N COMMERCIAL ST STE 200
    NEENAH,WI54956     		NONE PC HEALTH & HUMAN SERVICES 20,000
    CHRIST THE ROCK COMMUNITY CHURCH
    W6254 HWY 10-114
    MENASHA,WI549529638     		NONE PC HEALTH & HUMAN SERVICES 1,000
    CHRISTINE ANN DOMESTIC ABUSE SERVICES
    206 ALGOMA BLVD
    OSHKOSH,WI54901     		NONE PC HEALTH & HUMAN SERVICES 25,000
    COMMUNITY EARLY LEARNING CENTER OF THE FOX VALLEY
    313 S STATE ST
    APPLETON,WI54911     		NONE PC HEALTH & HUMAN SERVICES 5,000
    COMMUNITY FOUNDATION FOX VALLEY REGION
    4455 W LAWRENCE ST
    APPLETON,WI54914     		NONE PC COMMUNITY DEVELOPMENT 83,500
    COTS INC
    819 S WEST AVE
    APPLETON,WI54915     		NONE PC HEALTH & HUMAN SERVICES 50,000
    CREATIVE DOWNTOWN APPLETON
    333 W COLLEGE AVE 100
    APPLETON,WI54912     		NONE PC COMMUNITY DEVELOPMENT 1,000
    DAY BY DAY WARMING SHELTER
    449 HIGH AVE
    OSHKOSH,WI54901     		NONE PC HEALTH & HUMAN SERVICES 10,000
    EXCEPTIONAL EQUESTRIANS
    1130 ORLANDO DRIVE
    DEPERE,WI54115     		NONE PC HEALTH & HUMAN SERVICES 2,500
    FAMILY & KIDS FOUNDATION
    115 W LA CADENA DR
    RIVERSIDE,CA92501     		NONE PC HEALTH & HUMAN SERVICES 2,500
    FAMILY SERVICES OF NE WI
    P O BOX 22308
    GREEN BAY,WI54305     		NONE PC HEALTH & HUMAN SERVICES 20,000
    FATHER CARR'S PLACE 2B
    1062 N KOELLER STREET
    OSHKOSH,WI549023245     		NONE PC HEALTH & HUMAN SERVICES 5,000
    FEED MY PEOPLE
    171 KINGSTON DR
    ST LOUIS,MO63125     		NONE PC HEALTH & HUMAN SERVICES 3,000
    FEEDING AMERICA EASTERN WISCONSIN
    211 W EVERGREEN DR
    APPLETON,WI54913     		NONE PC HEALTH & HUMAN SERVICES 53,500
    FOLDS OF HONOR FOUNDATION
    DEPARTMENT 13
    TULSA,OK74182     		NONE PC EDUCATION & SCHOLARSHIPS 5,000
    FOSTER FORWARD TOGETHER
    425 W WATER ST STE 275
    APPLETON,WI54911     		NONE PF HEALTH & HUMAN SERVICES 5,000
    FRIENDS OF KAUKAUNA PUBLIC LIBRARY
    207 THILMANY RD STE 200
    KAUKAUNA,WI54130     		NONE PC EDUCATION & SCHOLARSHIPS 2,500
    GIRL SCOUTS OF THE NW GREAT LAKES
    4693 N LYNNDALE DR
    APPLETON,WI54913     		NONE PC COMMUNITY DEVELOPMENT 10,000
    GREATER GREEN BAY COMMUNITY FOUNDATION
    320 N BROADWAY STREET STE 260
    GREEN BAY,WI54303     		NONE PC HEALTH & HUMAN SERVICES 25,000
    GREATER GREEN BAY YMCA INC
    235 N JEFFERSON ST
    GREEN BAY,WI54301     		NONE PC COMMUNITY DEVELOPMENT 10,000
    HARBOR HOUSE
    720 W FIFTH ST
    APPLETON,WI54914     		NONE PC HEALTH & HUMAN SERVICES 100,000
    HOPE CLINIC & CARE CENTER
    2693 W GRAND CHUTE BLVD
    APPLETON,WI54913     		NONE PC HEALTH & HUMAN SERVICES 25,000
    HOUSE OF HOPE
    1660 CHRISTIANA STREET
    GREEN BAY,WI54303     		NONE PC HEALTH & HUMAN SERVICES 5,000
    HOWE COMMUNITY RESOURCE CENTER
    526 S MONROE AVE
    GREEN BAY,WI54301     		NONE PC HEALTH & HUMAN SERVICES 10,000
    JAKE'S DIAPERS
    2396 INDUSTRIAL DRIVE
    NEENAH,WI54956     		NONE PC HEALTH & HUMAN SERVICES 30,000
    JUNIOR ACHIEVEMENT
    3125 N MISTWOOD LN
    APPLETON,WI54914     		NONE PC EDUCATION & SCHOLARSHIPS 5,000
    KENYA WORKS
    P O BOX 1572
    APPLETON,WI549121572     		NONE PC INTERNATIONAL RELIEF 1,000
    LEAVEN
    1475 OPPORTUNITY WAY
    MENASHA,WI54952     		NONE PC HEALTH & HUMAN SERVICES 30,000
    LIFE PROMOTIONS INC
    3000 N POINTER ROAD
    APPLETON,WI54911     		NONE PC HEALTH & HUMAN SERVICES 30,000
    LIFE TOOLS FOUNDATION INC
    105 OAKRIDGE CT
    COMBINED LOCKS,WI54113     		NONE PC EDUCATION & SCHOLARSHIPS 9,800
    LITTLE CHUTE HIGH SCHOOL
    1402 N FREEDOM RD
    LITTLE CHUTE,WI54140     		NONE GOV EDUCATION & SCHOLARSHIPS 2,500
    LITTLE LIGHT HOUSE INC
    5120 E 36TH ST
    TULSA,OK74135     		NONE PC HEALTH & HUMAN SERVICES 5,000
    MARINE TOYS FOR TOTS FOUNDATION
    18251 QUANTICO GATEWAY DR
    TRIANGLE,VA22172     		NONE PC HEALTH & HUMAN SERVICES 500
    MENASHA HIGH SCHOOL
    420 SEVENTH ST
    MENASHA,WI54952     		NONE GOV EDUCATION & SCHOLARSHIPS 3,000
    MISSION OF HOPE HOUSE OF WISCONSIN
    520 N SHAWANO ST
    NEW LONDON,WI54961     		NONE PC HEALTH & HUMAN SERVICES 10,000
    MY BROTHERS KEEPER
    1463 MAIN STREET
    GREEN BAY,WI543021750     		NONE PC HEALTH & HUMAN SERVICES 2,500
    NAMI
    211 E FRANKLIN ST
    APPLETON,WI54911     		NONE PC HEALTH & HUMAN SERVICES 37,000
    NEAR NORTH MONTESSORI SCHOOL
    1434 W DIVISION STREET
    CHICAGO,IL60642     		NONE PC EDUCATION & SCHOLARSHIPS 1,000
    NEENAH-MENASHA EMERGENCY SOCIETY
    PO BOX 744
    NEENAH,WI54957     		NONE PC EDUCATION & SCHOLARSHIPS 2,500
    NORTHEAST WI LAND TRUST
    14 TRI PARK WAY BUILDING 1
    APPLETON,WI54914     		NONE PC ENVIRONMENTAL 5,000
    ONE WRIGHTSTOWN
    PO BOX 294
    WRIGHTSTOWN,WI54180     		NONE PC HEALTH & HUMAN SERVICES 5,000
    OSHKOSH AREA COMMUNITY PANTRY
    2551 JACKSON ST
    OSHKOSH,WI54901     		NONE PC HEALTH & HUMAN SERVICES 20,000
    PARK VIEW HEALTH CENTER
    725 BUTLER AVE
    OSHKOSH,WI549018149     		NONE GOV HEALTH & HUMAN SERVICES 250
    REACH COUNSELING SERVICES
    1509 S COMMERCIAL ST
    NEENAH,WI54956     		NONE NC HEALTH & HUMAN SERVICES 25,000
    RONALD MCDONALD HOUSE CHARITIES
    8948 WATERTOWN PLANK RD
    MILWAUKEE,WI53226     		NONE PC HEALTH & HUMAN SERVICES 10,000
    SALVATION ARMY
    PO BOX 1605
    APPLETON,WI54912     		NONE PC HEALTH & HUMAN SERVICES 5,000
    SAMARITAN COUNSELING CENTER OF THE FV
    1478 KENWOOD DR STE 1
    MENASHA,WI54952     		NONE PC HEALTH & HUMAN SERVICES 84,334
    SEXUAL ASSAULT CRISIS CENTER
    17 PARK PL STE 400
    APPLETON,WI54914     		NONE PC HEALTH & HUMAN SERVICES 5,000
    SHIPMAN YOUTH CENTER OF LAKE PLACID
    61 CUMMINS RD
    LAKE PLACID,NY12946     		NONE PC EDUCATION & SCHOLARSHIPS 2,000
    SOAR FOX CITIES
    211 E FRANKLIN ST SUITE A
    APPLETON,WI54911     		NONE PC HEALTH & HUMAN SERVICES 5,000
    ST ELIZABETH HOSPITAL FOUNDATION
    1506 S ONEIDA ST
    APPLETON,WI549151397     		NONE PC HEALTH & HUMAN SERVICES 2,000
    ST JAMES LUTHERAN
    324 S ANDREWS ST
    SHAWANO,WI54166     		NONE PC HEALTH & HUMAN SERVICES 5,000
    ST JOSEPH'S FOOD PROGRAM
    1465 A OPPORTUNITY WAY
    MENASHA,WI54952     		NONE PC HEALTH & HUMAN SERVICES 2,000
    ST VINCENT DE PAUL SOCIETY OF APPLETON
    1924 W COLLEGE AVE
    APPLETON,WI54914     		NONE PC HEALTH & HUMAN SERVICES 1,000
    ST VINCENT DEPAUL
    1425 S COMMERCIAL STREET
    NEENAH,WI54956     		NONE PC HEALTH & HUMAN SERVICES 1,000
    ST VINCENT DEPAUL
    1529 LEO FRIGO WAY
    GREEN BAY,WI543021163     		NONE PC COMMUNITY DEVELOPMENT 3,000
    ST VINCENT DEPAUL
    217 E SECOND ST
    KAUKAUNA,WI54130     		NONE PC HEALTH & HUMAN SERVICES 1,000
    ST VINCENT DEPAUL
    2551 JACKSON ST
    OSHKOSH,WI549011509     		NONE PC HEALTH & HUMAN SERVICES 1,000
    TEAM RUBICON
    6171 CENTURY BLVD STE 310
    LOS ANGELES,CA90045     		NONE PC HEALTH & HUMAN SERVICES 25,250
    THE MONTANA MELIN FOUNDATION
    738 COUNTY RD KK
    KAUKAUNA,WI54130     		NONE PC HEALTH & HUMAN SERVICES 250
    THE RIVER FOOD PANTRY
    2201 DARWIN RD
    MADISON,WI53704     		NONE PC HEALTH & HUMAN SERVICES 10,000
    TROUT MUSUEM OF ART
    111 W COLLEGE AVE
    APPLETON,WI54915     		NONE PC ARTS/CULTURE 3,000
    TYLOR'S SOUL
    536 ELM ST
    NEENAH,WI54956     		NONE PC HEALTH & HUMAN SERVICES 1,000
    UNITED WAY
    1455 MIDWAY RD
    MENASHA,WI54952     		NONE PC COMMUNITY DEVELOPMENT 8,000
    VICTORY COMMUNITY DEVELOPMENT CENTER
    P O BOX 141 ONGATA RONGAI KWARE
    KENYA
    KE     		NONE PC INTERNATIONAL RELIEF 156,709
    VOLUNTEER FOX CITIES
    2616 S ONEIDA STE 2
    APPLETON,WI54915     		NONE PC COMMUNITY DEVELOPMENT 10,000
    WE ALL RISE AFRICAN AMERICAN RESOURCE CTR
    720 W 5TH ST
    APPLETON,WI54914     		NONE PC COMMUNITY DEVELOPMENT 5,000
    WINNEBAGO COUNTY LITERACY COUNCIL
    106 WASHINGTON AVE
    OSHKOSH,WI54901     		NONE PC EDUCATION & SCHOLARSHIPS 1,500
    WISCONSIBS INC
    211 E FRANKLIN ST C
    APPLETON,WI54911     		NONE PC HEALTH & HUMAN SERVICES 5,000
    WISCONSIN VETERANS VILLAGE
    2919 GLENPARK DR STE 500
    APPLETON,WI54914     		NONE PC HEALTH & HUMAN SERVICES 83,333
    WOMEN'S FUND OF FOX VALLEY REGION
    4455 W LAWRENCE STREET
    APPLETON,WI54914     		NONE PC COMMUNITY DEVELOPMENT 11,000
    WOODLAND ELEMENTARY SCHOOL
    N9085 N COOP RD
    APPLETON,WI54915     		NONE PC EDUCATION & SCHOLARSHIPS 1,000
    YOUTH ALTERNATIVE RESOURCES
    101 OAK STREET
    KAUKAUNA,WI54130     		NONE GOV HEALTH & HUMAN SERVICES 2,500
    Total .................................bullet 3a 1,340,926
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 89,067  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 170,844  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 259,911 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    259,911
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    US VENTURESCHMIDT FAMILY FOUNDATION
     
    Employer identification number

    39-1540933
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    US VENTURESCHMIDT FAMILY FOUNDATION
          		Employer identification number
    39-1540933
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    US VENTURE INC
     
    425 BETTER WAY
     
    APPLETON, WI54915

    		$ 1,750,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    US VENTURESCHMIDT FAMILY FOUNDATION
          		Employer identification number

    39-1540933
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    US VENTURESCHMIDT FAMILY FOUNDATION
          		Employer identification number

    39-1540933
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    US VENTURESCHMIDT FAMILY FOUNDATION
    EIN:
    39-1540933
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX RETURN PREPARATION 237 118   119

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    US VENTURESCHMIDT FAMILY FOUNDATION
    EIN:
    39-1540933
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BAIRD CORE PLUS BOND FUND 362,804 400,938
    DOUBLELINE CORE FIXED INCOME FUND 373,249 386,455
    VANGUARD SHORT-TERM INVESTMENT GRADE FUND 417,061 426,002

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    US VENTURESCHMIDT FAMILY FOUNDATION
    EIN:
    39-1540933
    Name of Stock End of Year Book Value End of Year Fair Market Value
    LINDE PLC MATERIALS 61,338 63,769
    AMERICAN EXPRESS CO INDUSTRIALS 18,774 22,731
    CARLISLE COS INC INDUSTRIALS 23,830 28,112
    JB HUNT TRANSPORT SERVICES INC INDUSTRIALS 39,444 40,312
    LOCKHEED MARTIN CORP INDUSTRIALS 36,045 33,723
    REGAL BELOIT CORP INDUSTRIALS 35,611 52,563
    WW GRAINGER INC INDUSTRIALS 31,474 42,876
    AMAZON.COM INC CONSUMER DISCRETIONARY 45,389 78,166
    AUTOZONE INC CONSUMER DISCRETIONARY 15,778 26,080
    ESTEE LAUDER COS INC/THE CONSUMER DISCRETIONARY 34,798 38,331
    LOWE'S COS INC CONSUMER DISCRETIONARY 34,860 67,093
    NIKE INC CONSUMER DISCRETIONARY 14,309 26,455
    POLARIS INC CONSUMER DISCRETIONARY 29,478 30,490
    TAKE-TWO INTERACTIVE SOFTWARE INC CONSUMER DISCRETIONARY 23,865 42,805
    TARGET CORP CONSUMER DISCRETIONARY 22,037 36,012
    WILLIAMS-SONOMA INC CONSUMER DISCRETIONARY 20,830 30,858
    HERSHEY CO/THE CONSUMER STAPLES 26,382 29,400
    PROCTER & GAMBLE CO/THE CONSUMER STAPLES 48,424 58,717
    WALMART INC CONSUMER STAPLES 26,045 54,633
    ALLSTATE CORP/THE FINANCIALS 67,683 75,632
    AMERICAN TOWER CORP FINANCIALS 17,568 16,610
    CITIGROUP INC FINANCIALS 48,796 68,628
    CITIZENS FINANCIAL GROUP INC FINANCIALS 31,225 33,829
    DISCOVER FINANCIAL SERVICES FINANCIALS 15,828 38,747
    MORGAN STANLEY FINANCIALS 32,036 57,565
    SENSATA TECHNOLOGIES HOLDING PLC FINANCIALS 52,103 57,698
    VOYA FINANCIAL INC FINANCIALS 22,392 27,582
    ALEXION PHARMACEUTICALS INC HEALTH CARE 32,317 54,215
    ALIGN TECHNOLOGY INC HEALTH CARE 41,700 73,210
    BAXTER INTERNATIONAL INC HEALTH CARE 38,057 37,472
    ELI LILLY AND CO HEALTH CARE 24,799 47,613
    HUMANA INC HEALTH CARE 39,324 45,540
    JAZZ PHARMACEUTICALS PLC HEALTH CARE 16,982 24,758
    JOHNSON & JOHNSON HEALTH CARE 33,454 34,781
    MERCK & CO INC HEALTH CARE 61,560 64,213
    ADOBE INC INFORMATION TECHNOLOGY 37,196 40,510
    AKAMAI TECHNOLOGIES INC INFORMATION TECHNOLOGY 14,365 16,798
    ALPHABET INC INFORMATION TECHNOLOGY 64,449 131,391
    APPLE INC INFORMATION TECHNOLOGY 43,066 157,105
    FACEBOOK INC INFORMATION TECHNOLOGY 55,488 81,948
    FORTINET INC INFORMATION TECHNOLOGY 6,127 19,012
    JABIL INC INFORMATION TECHNOLOGY 16,138 21,393
    MASTERCARD INC INFORMATION TECHNOLOGY 25,250 29,269
    MICROSOFT CORP INFORMATION TECHNOLOGY 62,642 179,048
    PAYPAL HOLDINGS INC INFORMATION TECHNOLOGY 65,068 81,033
    PTC INC INFORMATION TECHNOLOGY 34,858 40,907
    QORVO INC INFORMATION TECHNOLOGY 16,216 23,112
    TEXAS INSTRUMENTS INC INFORMATION TECHNOLOGY 27,342 33,647
    AES CORP/VA UTILITIES 33,376 57,716
    ENTERGY CORP 26,676 26,058
    CHAMPLAIN MID CAP FUND MID CAP 153,731 192,312
    T ROWE PRICE MID-CAP GROWTH FUND INC MID CAP 35,865 84,913
    VANGUARD MID-CAP INDEX FUND MID CAP 69,069 203,136
    VANGUARD SMALL-CAP INDEX FUND 79,998 169,322
    JOHCM INTERNATIONAL SELECT FUND INTERNATIONAL DEVELOPED ALL CAP 258,370 336,100
    VANGUARD DEVELOPED MARKETS INDEX FUND INTERNATIONAL DEVELOPED ALL CAP 332,709 405,574
    T ROWE PRICE INTERNATIONAL DISCOVERY FUND 77,888 125,498
    ABERDEEN EMERGING MARKETS FUND EMERGING ALL CAP 100,277 160,150
    WELLS FARGO EMERGING MARKETS EQUITY FUND 88,886 140,561
    EQUINIX INC 32,306 32,852

    TY 2020 OtherExpensesSchedule
    Name:
    US VENTURESCHMIDT FAMILY FOUNDATION
    EIN:
    39-1540933
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 222 0   222


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    US VENTURESCHMIDT FAMILY FOUNDATION
    EIN:
    39-1540933
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 22,066 22,066   0