Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,525,829J 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) 4,600,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 146,227 146,227  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 109,420
b Gross sales price for all assets on line 6a 5,855,951
7 Capital gain net income (from Part IV, line 2)... 109,420
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........ 4,855,647 255,647  
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
List of Attached Documents:
// Content
3,800 2,000   1,800
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
26,248 26,248   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,401 3,401   0
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
List of Attached Documents:
// Content
873 0   873
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,322 31,649   2,673
25 Contributions, gifts, grants paid....... 4,325,315 4,325,315
26 Total expenses and disbursements. Add lines 24 and 25 4,359,637 31,649   4,327,988
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 496,010
b Net investment income (if negative, enter -0-) 223,998
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 135,215 852,659 852,659
2 Savings and temporary cash investments......... 1,604,891 220,547 220,547
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 2,707,222 Click to see attachment
List of Attached Documents:
// Content
3,540,039 		4,921,692
c Investments—corporate bonds (attach schedule)....... 1,196,907 Click to see attachment
List of Attached Documents:
// Content
1,527,000 		1,530,931
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,644,235 6,140,245 7,525,829
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 5,644,235 6,140,245
29 Total net assets or fund balances (see instructions)..... 5,644,235 6,140,245
30 Total liabilities and net assets/fund balances (see instructions). 5,644,235 6,140,245
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
5,644,235
2
Enter amount from Part I, line 27a .....................
2
496,010
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,140,245
5
Decreases not included in line 2 (itemize) right arrow
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
6,140,245
Form 990-PF (2023)
Form 990-PF (2023)
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
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 5,850,948   5,746,531 104,417
b 5,003     5,003
c
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       104,417
b       5,003
c
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 2 109,420
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
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 right arrow 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) 1 3,114
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 3,114
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 3,114
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 10,362
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 10,362
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 7,248
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow7,248 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWI
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowWWW.USVENTURE.COM/GIVING-BACK/
14
The books are in care ofright arrowAMBER SIMONDS Telephone no.right arrow (920) 243-5872

Located atright arrow425 BETTER WAYAPPLETONWI ZIP+4right arrow54915
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
AMBER SIMONDS PRESIDENT
1.00 		0 0 0
425 BETTER WAY
APPLETON,WI54915
DAN POSANSKI VICE PRESIDENT
1.00 		0 0 0
425 BETTER WAY
APPLETON,WI54915
SARAH JOHANNSEN TREASURER
1.00 		0 0 0
425 BETTER WAY
APPLETON,WI54915
GREG BONGERS BOARD MEMBER
0.10 		0 0 0
425 BETTER WAY
APPLETON,WI54915
MIKE BONGERS BOARD MEMBER
0.10 		0 0 0
425 BETTER WAY
APPLETON,WI54915
BILL KESSENICH BOARD MEMBER
0.10 		0 0 0
425 BETTER WAY
APPLETON,WI54915
MIKE KOEL BOARD MEMBER
0.10 		0 0 0
425 BETTER WAY
APPLETON,WI54915
KATE KESSENICH BOARD MEMBER
0.10 		0 0 0
425 BETTER WAY
APPLETON,WI54915
JOSE MATA BOARD MEMBER
0.10 		0 0 0
425 BETTER WAY
APPLETON,WI54915
BRETT WETZEL BOARD MEMBER
0.10 		0 0 0
425 BETTER WAY
APPLETON,WI54915
JIMMY SCHMIDT BOARD MEMBER
0.10 		0 0 0
425 BETTER WAY
APPLETON,WI54915
GREG VANDENBERG BOARD MEMBER
0.10 		0 0 0
425 BETTER WAY
APPLETON,WI54915
JACKIE SHARKEY SECRETARY
1.00 		0 0 0
425 BETTER WAY
APPLETON,WI54915
BRIAN RHODES BOARD MEMBER
0.10 		0 0 0
425 BETTER WAY
APPLETON,WI54915
PARKER WOLF BOARD MEMBER
0.10 		0 0 0
425 BETTER WAY
APPLETON,WI54915
ANDREW FINKELSTEIN BOARD MEMBER
0.10 		0 0 0
425 BETTER WAY
APPLETON,WI54915
TONY SPRINGER BOARD MEMBER
0.10 		0 0 0
425 BETTER WAY
APPLETON,WI54915
SANGEETA EDWIN BOARD MEMBER
0.10 		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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
5,964,173
b
Average of monthly cash balances.......................
1b
606,559
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,570,732
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
6,570,732
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
98,561
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,472,171
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
323,609
Part X
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 IX, line 6..................
1
323,609
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,114
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,114
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
320,495
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
320,495
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 XII, line 1 ...
7
320,495
Part XI
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
4,327,988
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
4,327,988
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 320,495
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 1,245,961
b From 2019...... 1,619,669
c From 2020...... 1,141,635
d From 2021...... 1,766,879
e From 2022...... 3,686,933
f Total of lines 3a through e ........ 9,461,077
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,327,988
a Applied to 2022, 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 2023 distributable amount..... 320,495
e Remaining amount distributed out of corpus 4,007,493
5 Excess distributions carryover applied to 2023. 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 13,468,570
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		1,245,961
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		12,222,609
10 Analysis of line 9:
a Excess from 2019.... 1,619,669
b Excess from 2020.... 1,141,635
c Excess from 2021.... 1,766,879
d Excess from 2022.... 3,686,933
e Excess from 2023.... 4,007,493
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
AMBER SIMONDS
DAN POSANSKI
SARAH JOHANNSEN
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
APPLICATIONS MUST BE SUBMITTED ONLI
425 BETTER WAY
APPLETON,WI54915
(920) 243-5806
FOUNDATION@USVENTURE.COM
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS CAN BE SUBMITTED AT WWW.USVENTURE.COM/GIVING-BACK/US-VENTURE-SCHMIDT-FAMILY-FOUNDATION/ PROGRAM GRANTS WILL BE AWARDED TO HELP THE DISADVANTAGED, IMPROVE THE QUALITY OF PEOPLE'S LIVES, AND STRENGTHEN OUR COMMUNITIES. PROGRAM GRANTS WILL TYPICALLY FUND: - REQUESTS THAT DEMONSTRATE LONG-TERM RESULTS FOR A SUBSTANTIAL NUMBER OF PEOPLE - ORGANIZATIONS WITH CLARITY OF MISSION AND A STRONG FOCUS ON EFFECTIVE OUTCOMES - ORGANIZATIONS IN GOOD HEALTH, INCLUDING FINANCIAL STABILITY, HIGH CALIBER OF STAFF AND BOARD - REQUESTS WITH SUPPORT FROM A BROAD BASE OF FUNDING SOURCES; U.S. VENTURE PREFERS NOT TO BE THE SOLE FUNDER OF ANY ONE PROJECT OR PROGRAM
cAny submission deadlines:
SEE WEBPAGE FOR DEADLINES IN JANUARY, APRIL, AUGUST, AND OCTOBER
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CONSIDERATION IS GIVEN TO NEEDS THAT FULFILL THE FOUNDATION'S MISSION WITHIN THE FOLLOWING IMPACT AREAS: EDUCATION JOBS & ECONOMY FAMILY SUPPORT & SOCIAL CONNECTEDNESS PHYSICAL HEALTH PSYCHOLOGICAL HEALTH & ADDICTION HUMAN SERVICES OTHERS AS DETERMINED BY THE BOARD TYPICALLY OUTSIDE PROGRAM GRANT FUNDING: -GRANTS TO INDIVIDUALS OR SPECIFIC FAMILIES, TO UNDERWRITE CONFERENCE EXPENSES, OR TO FUND MEDICAL PROCEDURES OR RESEARCH -EVENTS THAT OCCUR BEFORE FUNDING IS AWARDED OR PREVIOUSLY INCURRED EXPENSES -POLITICAL ORGANIZATIONS OR CAUSES -REQUESTS FOR SUPPORT FROM SCHOOLS OR GOVERNMENT AGENCIES -ANNUAL MEETINGS -RELIGIOUS ORGANIZATIONS ATTEMPTING TO BUILD MEMBERSHIP OR REQUIRING SPECIFIC RELIGIOUS AFFILIATION FOR SERVICES RENDERED -CAPITAL CAMPAIGNS FOR SCHOOLS, RELIGIOUS INSTITUTIONS, SPORTS FACILITIES AND ENDOWMENTS -ORGANIZATIONS OUTSIDE THE GEOGRAPHIC FOOTPRINT OF U.S. VENTURE FACILITIES AND ITS TEAM MEMBERS
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
APPLICATIONS MUST BE SUBMITTED ONLI
425 BETTER WAY
APPLETON,WI54915
(920) 243-5806
FOUNDATION@USVENTURE.COM
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS CAN BE SUBMITTED AT WWW.USVENTURE.COM/GIVING-BACK/US-VENTURE-SCHMIDT-FAMILY-FOUNDATION/ THE COMMUNITY ENGAGEMENT COMMITTEE (CEC) SUPPORTS CHARITABLE EVENTS, EDUCATIONAL OPPORTUNITIES OR FUNDRAISERS THAT MULTIPLY THE IMPACT OF U.S. VENTURE'S SUPPORT WITHIN THE COMMUNITY.
cAny submission deadlines:
SEE WEBPAGE FOR DEADLINES IN JANUARY, APRIL, AUGUST, AND OCTOBER
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SPONSORSHIPS TYPICALLY WILL NOT EXCEED $10,000 AND CHARITABLE ORGANIZATIONS WILL RECEIVE ONE SPONSORSHIP GRANT PER CALENDAR YEAR. ORGANIZATIONS ELIGIBLE TO RECEIVE GRANTS FROM THE CEC ARE THOSE DETERMINED BY THE IRS TO BE PUBLIC CHARITIES, PREFERABLY THOSE WITH 501(C)(3) STATUS. THE CEC GIVES STRONG CONSIDERATION TO REQUESTS WITHIN OUR GIVING GUIDELINES THAT SHOW DOCUMENTED SUPPORT FROM A U.S. VENTURE TEAM MEMBER OR SHAREHOLDER. U.S. VENTURE PREFERS NOT TO BE THE SOLE FUNDER. A LIST OF PENDING AND COMMITTED SPONSORS IS REQUIRED.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

A BETTER CHICAGO

600 WEST VAN BUREN ST STE 510
CHICAGO,IL60607 		N/A PC EDUCATION & SCHOLARSHIPS 60,000

ACHIEVE BROWN COUNTY

340 N BROADWAY STE 400
GREEN BAY,WI54303 		N/A PC EDUCATION & SCHOLARSHIPS 30,000

ADVOCATES FOR CAMP ABLE

PO BOX 695
BUFFALO GAP,TX79508 		N/A PC HEALTH & HUMAN SERVICES 5,000

ALS ASSOCIATION - WISCONSIN CHAPTER

3333 N MAYFAIR ROAD SUITE 104
WAUWATOSA,WI53222 		N/A PC HEALTH & HUMAN SERVICES 15,000

ALZHEIMER ASSOCIATION

620 S 76TH ST 240
MILWAUKEE,WI53214 		N/A PC HEALTH & HUMAN SERVICES 25,750

APPLETON COMMUNITY MUSIC INC

120 N MORRISON ST STE 200
APPLETON,WI54911 		N/A PC ARTS/CULTURE 10,000

APPLETON POLICE DEPARTMENT

222 S WALNUT ST
APPLETON,WI54911 		N/A GOV HEALTH & HUMAN SERVICES 5,000

APRICITY

1010 STROHMEYER DR
NEENAH,WI54956 		N/A PC CORE TREATMENT AND RECOVERY PROGRAMS 40,000

BADGER BOYS STATE INC

2930 AMERICAN LEGION DR
PORTAGE,WI53901 		N/A PC EDUCATION & SCHOLARSHIPS 5,000

BAIRD CREEK PRESERVATION FOUNDATION INC

PO BOX 824
GREEN BAY,WI54305 		N/A PC ENVIRONMENTAL STEWARDSHIP 1,000

BEAMING INC

PO BOX 524
NEENAH,WI54956 		N/A PC HEALTH & HUMAN SERVICES 7,500

BIG BROTHERS BIG SISTERS

1331 AMERICAN DR
NEENAH,WI54956 		N/A PC HEALTH & HUMAN SERVICES 60,000

BIG BROTHERS BIG SISTERS NE WI

520 N BROADWAY ST STE 220
GREEN BAY,WI54303 		N/A PC EDUCATION & SCHOLARSHIPS 10,000

BOYS & GIRLS CLUB OF BALTIMORE

1201 S SHARP ST STE 300
BALTIMORE,MD21230 		N/A PC EDUCATION & SCHOLARSHIPS 5,000

BOYS & GIRLS CLUBS OF THE FOX VALLEY

160 S BADGER AVE
APPLETON,WI54914 		N/A PC EDUCATION & SCHOLARSHIPS 75,000

BOYS AND GIRLS CLUB OF GREEN BAY

1451 UNIVERSITY AVE
GREEN BAY,WI54302 		N/A PC EDUCATION & SCHOLARSHIPS 35,000

BOYS AND GIRLS CLUB OF LANIER INC

PO BOX 691
GAINSVILLE,GA30503 		N/A PC EDUCATION & SCHOLARSHIPS 25,000

BOYS AND GIRLS CLUB OF OSHKOSH

501 E PARKWAY AVE
OSHKOSH,WI549030411 		N/A PC EDUCATION & SCHOLARSHIPS 60,000

BRAIN CENTER OF GREEN BAY INC

2801 S WEBSTER AVE
GREEN BAY,WI54301 		N/A PC HEALTH & HUMAN SERVICES 10,000

BUILDING FOR KIDS

100 W COLLEGE AVE
APPLETON,WI54911 		N/A PC GENERAL SUPPORT FOR PROGRAMS 10,000

CASA OF BROWN COUNTY

414 E WALNUT ST STE 170
GREEN BAY,WI54301 		N/A PC HEALTH & HUMAN SERVICES 18,000

CASA OF THE FOX CITIES

1500 N CASALOMA DR STE 200
APPLETON,WI54913 		N/A PC HEALTH & HUMAN SERVICES 10,000

CENTER FOR CHILDHOOD SAFETY

2827 RAMADA WAY
GREEN BAY,WI54304 		N/A PC HEALTH & HUMAN SERVICES 20,000

CENTRAL CALIFORNIA FOOD BANK

4010 E AMENDOLA DR
FRESNO,CA93725 		N/A PC HEALTH & HUMAN SERVICES 10,000

CENTRAL CROSS COUNTRY SKIING

718 POST RD STE F
MADISON,WI53713 		N/A PC HEALTH & HUMAN SERVICES 10,000

CEREBRAL PALSY

2801 S WEBSTER AVE
GREEN BAY,WI54301 		N/A PC HEALTH & HUMAN SERVICES 5,000

CHARIOTS FOR CHILDREN

7604 WEST 32ND ST
SIOUX FALLS,SD57106 		N/A PC HEALTH & HUMAN SERVICES 2,250

CHILDREN'S CANCER FAMILY FOUNDATION

N282 STONEY BROOK ROAD SUITE D
APPLETON,WI54915 		N/A PC HEALTH & HUMAN SERVICES 25,000

CHILDREN'S HOSPITAL & HEALTH SYSTEMS FOUNDATION

P O BOX 1997
MILWAUKEE,WI53226 		N/A PC HEALTH & HUMAN SERVICES 100,000

CHRIST THE ROCK COMMUNITY CHURCH

W6254 HWY 10-114
MENASHA,WI549529638 		N/A PC HEALTH & HUMAN SERVICES 1,000

CITY OF YORK - YORK PARKS & RECREATION

211 E 7TH STREET
YORK,NE68467 		N/A GOV HEALTH & HUMAN SERVICES 25,000

CODE READ INC

17056 CANVAS ST
CANYON COUNTY,CA91387 		N/A PC EDUCATION & SCHOLARSHIPS 1,000

COMMON GROUND INC

1034 E OGDEN AVE
MILWAUKEE,WI53202 		N/A PC EDUCATION & SCHOLARSHIPS 5,000

COMMUNITY BENEFIT TREE

P O BOX 348
KAUKAUNA,WI54130 		N/A PC HEALTH & HUMAN SERVICES 10,000

COMMUNITY CLOTHES CLOSET

1465 B OPPORTUNITY WAY
MENASHA,WI54952 		N/A PC HEALTH & HUMAN SERVICES 20,000

COMMUNITY FOUNDATION FOX VALLEY REGION

4455 W LAWRENCE ST
APPLETON,WI54914 		N/A PC EDUCATION & SCHOLARSHIPS 15,000

CORPSGIVING FOUNDATION

P O BOX 207
CULVER CITY,CA90232 		N/A PC HEALTH & HUMAN SERVICES 207,500

COTS

819 S WEST AVE
APPLETON,WI54915 		N/A PC HEALTH & HUMAN SERVICES 50,000

COVEY

2200 ALGOMA BLVD
OSHKOSH,WI54901 		N/A PC HEALTH & HUMAN SERVICES 5,000

CROSSSFIRE RANCH

2209 RIVERVIEW LN
REEDSVILLE,WI54230 		N/A PC GENERAL SUPPORT FOR PROGRAMS 2,500

DAY BY DAY WARMING SHELTER

449 HIGH AVE
OSHKOSH,WI54901 		N/A PC GENERAL SUPPORT FOR PROGRAMS 20,000

DOUGLAS COUNTY CAR CARE PROGRAM

4353 COUNTY RD 82 SE
ALEXANDRIA,MN56308 		N/A PC HEALTH & HUMAN SERVICES 5,000

EASTMONT COMMUNITY CENTER

701 HOEFNER AVE
LOS ANGELES,CA90022 		N/A PC HEALTH & HUMAN SERVICES 20,000

ELAINE CLARK CENTER

5130 PEACHTREE BLVD
CHAMBLEE,GA30341 		N/A PC HEALTH & HUMAN SERVICES 40,000

EMMANUEL LUTHERAN CHURCH

349 N MAIN ST
SEYMOUR,WI54165 		N/A PC HEALTH & HUMAN SERVICES 5,000

EMPOWERED TUTORING

2631 N MEADE ST STE 203
APPLETON,WI54911 		N/A PC EDUCATION & SCHOLARSHIPS 5,000

ENCOMPASS EARLY EDUCATION & CARE INC

1823 S WEBSTER AVE
GREEN BAY,WI54301 		N/A PC EDUCATION & SCHOLARSHIPS 10,000

EXCEPTIONAL EQUESTRIANS

1130 ORLANDO DRIVE
DEPERE,WI54115 		N/A PC HEALTH & HUMAN SERVICES 7,500

FAMILY SERVICES OF NE WI

PO BOX 22308
MENASHA,WI54952 		N/A PC HEALTH & HUMAN SERVICES 30,000

FEED THE BODY FEED THE SOUL INC

1917 FOUR WHEEL DR
OSHKOSH,WI54902 		N/A PC HEALTH & HUMAN SERVICES 10,000

FEEDING AMERICA EASTERN WISCONSIN

2911 W EVERGREEN DR
APPLETON,WI54913 		N/A PC HEALTH & HUMAN SERVICES 210,000

FEEDING AMERICA RIVERSIDE-SAN BERNARDINO

2950 JEFFERSON ST STE A
RIVERSIDE,CA92504 		N/A PC HEALTH & HUMAN SERVICES 5,000

FOOD BANK OF EASTERN MICHIGAN

2312 LAPEER RD
FLINT,MI485034221 		N/A PC HEALTH & HUMAN SERVICES 3,500

FOUNDATIONS HEALTH & WHOLENESS

1061 W MASON ST
GREEN BAY,WI54303 		N/A PC HEALTH & HUMAN SERVICES 35,000

FOX CARES FOUNDATION

3401 E CALUMET ST
APPLETON,WI54915 		N/A PC HEALTH & HUMAN SERVICES 5,000

FOX CITIES PERFORMING ARTS CENTER

400 W COLLEGE AVE
APPLETON,WI549120563 		N/A PC ARTS/CULTURE 2,500

FOX VALLEY JAIL MINISTRY

320 S WALNUT ST
APPLETON,WI54911 		N/A PC HEALTH & HUMAN SERVICES 10,000

FOX VALLEY LITERACY COUNCIL

130 E FRANKLIN ST
APPLETON,WI54911 		N/A PC EDUCATION & SCHOLARSHIPS 50,000

FOX VALLEY MEMORY PROJECT

1800 APPLETON RD
MENASHA,WI54952 		N/A PC HEALTH & HUMAN SERVICES 1,000

FRIENDS IN NEED FOOD SHELF

8850 80TH ST SOUTH
COTTON GROVE,MN55016 		N/A PC HEALTH & HUMAN SERVICES 5,000

GIRL SCOUTS OF GREATER LOS ANGELES

423 N LA BREA AVENUE
LOS ANGELES,CA90302 		N/A PC EDUCATION & SCHOLARSHIPS 10,000

GIRL SCOUTS OF THE NW GREAT LAKES

4693 N LYNNDALE DR
APPLETON,WI54913 		N/A PC COMMUNITY DEVELOPMENT 10,000

GOLDEN HOUSE INC

P O BOX 727
GREEN BAY,WI54302 		N/A PC HEALTH & HUMAN SERVICES 83,333

GOOD IN THE 'HOOD

2101 CHICAGO AVE SOUTH
MINNEAPOLIS,MN55404 		N/A PC HEALTH & HUMAN SERVICES 20,000

GPS EDUCATION PARTNERS INC

20633 WATERTOWN CT STE 202
WAUKESHA,WI53186 		N/A PC EDUCATION & SCHOLARSHIPS 5,000

GRAND AVENUE ECONOMIC COMMUNITY DEVELOPEM

3200 W COLONIAL DRIVE
ORLANDO,FL32808 		N/A PC COMMUNITY DEVELOPMENT 10,000

GREATER KANSAS CITY COMMUNITY FOUNDATION

1055 BROADWAY BLVD STE 130
KANSAS CITY,MO64105 		N/A PC HEALTH & HUMAN SERVICES 10,000

HABITAT FOR HUMANITY GREATER FORT WAYNE

2020 E WASHINGTON BLVD STE 500
FORT WAYNE,IN46803 		N/A PC GENERAL SUPPORT FOR PROGRAMS 5,000

HABITAT FOR HUMANITY GREATER FOX CITIES

912 MIDWAY
MENASHA,WI54952 		N/A PC HEALTH & HUMAN SERVICES 55,000

HABITAT FOR HUMANITY OF OSHKOSH

1640 S KOELLER ST
OSHKOSH,WI54902 		N/A PC HEALTH & HUMAN SERVICES 2,500

HARBOR HOUSE

720 W FIFTH ST
APPLETON,WI54914 		N/A PC HEALTH & HUMAN SERVICES 100,000

HEALTHCORPS INC

P O BOX 371
NEW YORK,NY10276 		N/A PC HEALTH & HUMAN SERVICES 5,000

HIAS INC

1300 SPRING ST STE 500
SILVER SPRING,MD20910 		N/A PC HEALTH & HUMAN SERVICES 25,000

HIRE HEROES USA

13010 MORRIS RD STE 175
ALPHARETTA,GA30004 		N/A PC GENERAL SUPPORT FOR PROGRAMS 10,000

HOPE CLINIC & CARE CENTER

1814 APPLETON RD
MENASHA,WI54952 		N/A PC HEALTH & HUMAN SERVICES 25,000

HOUSE OF HOPE

1660 CHRISTIANA STREET
GREEN BAY,WI54303 		N/A PC HEALTH & HUMAN SERVICES 100,000

HOWE COMMUNITY RESOURCE CENTER

526 SOUTH MONROE AVENUE
GREEN BAY,WI54301 		N/A PC EDUCATION & SCHOLARSHIPS 10,000

JAKE'S NETWORK OF HOPE

2396 INDUSTRIAL DRIVE
NEENAH,WI54956 		N/A PC HEALTH & HUMAN SERVICES 30,000

JEWISH FAMILY SERVICES UTAH

495 E 4500 S SUITE 100
SALT LAKE CITY,UT54107 		N/A PC HEALTH & HUMAN SERVICES 10,000

JUNIOR ACHIEVEMENT

11 TRI-PARK WAY
APPLETON,WI54914 		N/A PC EDUCATION & SCHOLARSHIPS 10,000

KENYA WORKS

P O BOX 1572
APPLETON,WI549121572 		N/A PC INTERNATIONAL RELIEF 152,000

LAGUARDIA COMMUNITY COLLEGE FOUNDATION

31-10 THOMSON AVENUE ROOM E-517
LONG ISLAND CITY,NY11101 		N/A PC EDUCATION & SCHOLARSHIPS 35,000

LAS VEGAS RESCUE MISSION

480 W BONANZA RD
LAS VEGAS,NV89106 		N/A PC HEALTH & HUMAN SERVICES 10,000

LAUNDRY CARES FOUNDATION

17W635 BUTTERFIELD RD STE 145
OAKBROOK TERRACE,IL60181 		N/A PC HEALTH & HUMAN SERVICES 10,000

LEAD TO READ INC

PO BOX 411006
KANSAS CITY,MO64141 		N/A PC EDUCATION & SCHOLARSHIPS 5,000

LEAVEN

1475 OPORTUNITY WAY
MENASHA,WI54952 		N/A PC EDUCATION & SCHOLARSHIPS 40,000

LITERACY GREEN BAY

424 S MONROE AVE
GREEN BAY,WI54301 		N/A PC EDUCATION & SCHOLARSHIPS 16,400

LITERACY NETWORK INC

701 DANE ST
MADISON,WI53713 		N/A PC EDUCATION & SCHOLARSHIPS 10,000

LITTLE LIGHT HOUSE INC

5120 E 36TH ST
TULSA,OK74135 		N/A PC EDUCATION & SCHOLARSHIPS 5,000

LUTHERAN HS ASSOC OF GREATER MILWAUKEE

10427 W LINCOLN AVE STE 1300
WEST ALLIS,WI53227 		N/A PC EDUCATION & SCHOLARSHIPS 30,000

MATT KOLBE MEMORIAL FOUNDATION INC

N4003 RIVERVIEW HEIGHTS CT
CHILTON,WI53014 		N/A PC HEALTH & HUMAN SERVICES 25,000

MISSION MYELOMA INC

P O BOX 103
KIMBERLY,WI54136 		N/A PC HEALTH & HUMAN SERVICES 2,500

MISSION OF HOPE HOUSE OF WISCONSIN

520 N SHAWANO ST
NEW LONDON,WI54961 		N/A PC HEALTH & HUMAN SERVICES 10,000

MY FATHERS PLAN

4017 OLD YORK ROAD
BALTIMORE,MA21218 		N/A PC EDUCATION & SCHOLARSHIPS 8,000

NAMI FOX VALLEY INC

211 E FRANKLIN ST
APPLETON,WI54911 		N/A PC HEALTH & HUMAN SERVICES 40,000

NEENAH-MENASHA EMERGENCY SOCIETY

PO BOX 744
NEENAH,WI54957 		N/A PC EDUCATION & SCHOLARSHIPS 3,500

NORTHEAST WI LAND TRUST

14 TRI PARK WAY BUILDING 1
APPLETON,WI54914 		N/A PC ENVIRONMENTAL STEWARDSHIP 10,000

NORTHEAST WISCONSIN CHINESE ASSOC

823 W COLLEGE AVE STE B
APPLETON,WI54914 		N/A PC HEALTH & HUMAN SERVICES 5,000

OPERATION CR INC

PO BOX 580435
FLUSHING,NY11358 		N/A PC HEALTH & HUMAN SERVICES 5,000

OSHKOSH AREA COMMUNITY PANTRY

2551 JACKSON ST
OSHKOSH,WI54901 		N/A PC HEALTH & HUMAN SERVICES 10,000

OSHKOSH KIDS FOUNDATION

PO BOX 1433
OSHKOSH,WI54903 		N/A PC HEALTH & HUMAN SERVICES 100,000

P PHASION FOUNDATION

3470 MCCLURE BRIDGE ROAD SUITE 303
DULUTH,GA30097 		N/A PC HEALTH & HUMAN SERVICES 10,000

PATH

340 N MADISON AVE
LOS ANGELES,CA90004 		N/A PC HEALTH & HUMAN SERVICES 50,000

PEOPLE OF PROGRESSION INC

611 N LYNNDALE DR STE 140
APPLETON,WI54914 		N/A PC HEALTH & HUMAN SERVICES 25,000

PERIWINKLE FOUNDATION

3400 BISSONNET ST STE 185
HOUSTON,TX77005 		N/A PC HEALTH & HUMAN SERVICES 10,000

PILLARS

605 E HANCOCK ST
APPLETON,WI54911 		N/A PC HEALTH AND HUMAN SERVICES 100,000

QUEENSCARE HEALTH CENTER (QHC)

950 SOUTH GRAND AVE 2ND FLOOR SOUTH
LOS ANGELES,CA90015 		N/A PC HEALTH & HUMAN SERVICES 20,000

RAINBOW LABS MENTORING INC

1037 N GARDNER AVE APT 1
LOS ANGELES,CA90046 		N/A PC EDUCATION & SCHOLARSHIPS 5,000

REACH COUNSELING SERVICES

1509 S COMMERCIAL ST
NEENAH,WI54956 		N/A PC HEALTH & HUMAN SERVICES 50,000

REBUILDING TOGETHER-FOX VALLEY

1800 APPLETON ROAD
MENASHA,WI54952 		N/A PC HEALTH & HUMAN SERVICES 32,500

REGIONAL FOOD BANK OF NORTHEAST FLORIDA

1116 EDGEWOOD AVE N
JACKSONVILLE,FL32254 		N/A PC HEALTH & HUMAN SERVICES 35,000

RIVERVIEW GARDENS INC

1101 S ONEIDA ST
APPLETON,WI54915 		N/A PC EDUCATION & SCHOLARSHIPS 25,000

RONALD MCDONALD HOUSE CHARITIES OF KC

2502 CHERRY ST
KANSAS CITY,MO64108 		N/A PC HEALTH & HUMAN SERVICES 10,000

RONALD MCDONALD HOUSE CHARITIES OF PITTSBURGH

451 44TH ST
PITTSBURGH,PA15201 		N/A PC HEALTH & HUMAN SERVICES 5,000

SALVATION ARMY- GREEN BAY

626 UNION COURT
GREEN BAY,WI54303 		N/A PC HEALTH & HUMAN SERVICES 10,000

SALVATION ARMY

130 E NORTH STREET
APPLETON,WI54911 		N/A PC HEALTH & HUMAN SERVICES 10,000

SAMARITAN COUNSELING CENTER OF THE FV

1205 PROVINCE TERRACE
MENASHA,WI54952 		N/A PC HEALTH & HUMAN SERVICES 5,000

SAN DIEGO RESCUE MISSION

120 ELM STREET
SAN DIEGO,CA92101 		N/A PC HEALTH & HUMAN SERVICES 10,000

SERENITY RECOVERY CONNECTION

985 W FILLMORE ST
COLORODO SPRINGS,CO80907 		N/A PC HEALTH & HUMAN SERVICES 5,000

SERVANTS TO ALL

4 S CENTRE ST
POTTSVILLE,PA17901 		N/A PC HEALTH & HUMAN SERVICES 20,000

SHARE THE DREAM INC

N250 EASTOWNE LANE
APPLETON,WI54915 		N/A PC HEALTH & HUMAN SERVICES 5,000

SHEPERDS MINISTRIES

1805 15TH AVE
UNION GROVE,WI53182 		N/A PC EDUCATION & SCHOLARSHIPS 20,000

SHOES THAT FIT

1420 N CLAREMONT BLVD
CLAREMONT,CA91711 		N/A PC HEALTH & HUMAN SERVICES 5,000

SOCIETY OF ST VINCENT DE PAUL APPLETON

1924 W COLLEGE AVE
APPLETON,WI54914 		N/A PC HEALTH & HUMAN SERVICES 25,000

SOLDIERS' ANGELS

2895 NE INTERSTATE 410 LOOP
SAN ANTONIO,TX78218 		N/A PC HEALTH & HUMAN SERVICES 30,000

ST JOHN'S HOMELESS SHELTER

P O BOX 1743
GREEN BAY,WI54305 		N/A PC HEALTH & HUMAN SERVICES 5,000

ST JOSEPH CENTER FOR SPECIAL LEARNING I

2075 W NORWEGIAN ST
POTTSVILLE,PA17901 		N/A PC HEALTH & HUMAN SERVICES 10,000

ST JOSEPH'S FOOD PROGRAM

1465 A OPPORTUNITY WAY
MENASHA,WI54952 		N/A PC HEALTH & HUMAN SERVICES 26,000

TEAM RUBICON

6171 CENTURY BLVD STE 310
LOS ANGELES,CA90045 		N/A PC GENERAL SUPPORT FOR PROGRAMS 100,000

TEXAS DIAPER BANK

1803 GRANDSTAND DR
SAN ANTONIO,TX78238 		N/A PC HEALTH & HUMAN SERVICES 50,000

THE GENESIS CLUB INC

1213 N APPLETON ST
APPLETON,WI54911 		N/A PC HEALTH & HUMAN SERVICES 15,000

THE HEALING HEARTS PROJECT

5454 NORMANDY BLVD
JACKSONVILLE,FL32205 		N/A PC HEALTH & HUMAN SERVICES 5,000

THE LET IT BE FOUNDATION

14720 CENTRAL AVE
CHINO,CA91710 		N/A PC HEALTH & HUMAN SERVICES 5,000

THE TYLER ROBINSON FOUNDATION

823 S LAS VEGAS BLVD STE 220
LAS VEGAS,NV89101 		N/A PC HEALTH & HUMAN SERVICES 5,000

THOMPSON CENTER ON LOURDES

2331 E LOURDES DR
APPLETON,WI54915 		N/A PC HEALTH & HUMAN SERVICES 10,000

TRI COUNTY DENTAL

9 TRI-PARK WAY
APPLETON,WI54914 		N/A PC HEALTH & HUMAN SERVICES 30,000

TROUT MUSUEM OF ART

111 W COLLEGE AVE
APPLETON,WI54915 		N/A PC ARTS/CULTURE 5,000

UNITED WAY BROWN COUNTY

112 N ADAMNS ST STE 201
GREEN BAY,WI54301 		N/A PC HEALTH & HUMAN SERVICES 25,000

UNITED WAY

1455 MIDWAY RD
MENASHA,WI54952 		N/A PC HEALTH & HUMAN SERVICES 80,000

URBAN JUSTICE CENTER

40 RECTOR ST 9TH FLOOR
NEW YORK,NY10006 		N/A PC HEALTH & HUMAN SERVICES 35,000

US 2 BEHAVIORAL HEALTH CARE INC

119 N MCCARTHY RD SUITE P
APPLETON,WI54913 		N/A PC HEALTH & HUMAN SERVICES 25,000

VALLEY PACKAGING INDUSTRIES

110 NORTH KENSINGTON DR
APPLETON,WI54915 		N/A PC EDUCATION & SCHOLARSHIPS 30,415

VETERANS COMMUNITY PROJECT

8900 TROOST AVE
KANSAS CITY,MO64131 		N/A PC HEALTH & HUMAN SERVICES 75,000

VICTORY COMMUNITY DEVELOPMENT CENTER

PO BOX 141
ONGATA RONGIA,KAJIADO  
KE 		N/A PC INTERNATIONAL RELIEF; COMMUNITY DEVELOPMENT 480,000

VOLUNTEER FOX CITIES

2616 S ONEIDA STE 2
APPLETON,WI54915 		N/A PC HEALTH & HUMAN SERVICES 10,000

WAUSHARA PREVENTION COUNCIL

P O BOX 686
WAUTOMA,WI54982 		N/A PC HEALTH & HUMAN SERVICES 3,000

WELLO INC

PO BOX 11656
GREEN BAY,WI54307 		N/A PC HEALTH & HUMAN SERVICES 16,667

WISCONSIBS INC

211 E FRANKLIN ST
APPLETON,WI54911 		N/A PC HEALTH & HUMAN SERVICES 30,000

WISCONSIN DENTAL ASSOCIATION FOUNDATION

6737 W WASHINGTON ST STE 2360
WEST ALLIS,WI53209 		N/A PC HEALTH & HUMAN SERVICES 10,000

WMC FOUNDATION INC

501 E WASHINGTON AVE
MADISON,WI53703 		N/A PC GENERAL SUPPORT FOR PROGRAMS 7,500

WOMEN IN TECHNOLOGY

N1128 BEYER COURT
HORTONVILLE,WI54944 		N/A PC EDUCATION & SCHOLARSHIPS 10,000

WOMEN'S EMPLOYMENT NETWORK

4328 MADISON AVE
KANSAS CITY,MO64111 		N/A PC EDUCATION & SCHOLARSHIPS 10,000

YEAR UP INC

45 MILE ST 9TH FLOOR
BOSTON,MA02109 		N/A PC EDUCATION & SCHOLARSHIPS 25,000

YMCA OF SOUTHERN NEVADA

4141 MEADOWS LANE
LAS VEGAS,NE89107 		N/A PC HEALTH & HUMAN SERVICES 30,000

YMCA

218 E LAWRENCE ST
APPLETON,WI54911 		N/A PC HEALTH & HUMAN SERVICES 50,000
Total .................................right arrow 3a 4,325,315
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ....     14 146,227  
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 ............ 		    18 109,420  
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) .. 0 255,647 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
255,647
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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

$ 4,600,000


(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
US VENTURESCHMIDT FAMILY FOUNDATION
EIN:
39-1540933
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX RETURN PREPARATION 3,800 2,000   1,800

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 ExpenditureResponsibilityStmt
Name:
US VENTURESCHMIDT FAMILY FOUNDATION
EIN:
39-1540933
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
VICTORY COMMUNITY DEVELOPMENT CENTER
  		PO BOX 141
ONGATA RONGAI    
KE 		2022-11-01 550,000 TO PROVIDE FOR CARING AND REHABILITATION OF CHIDLREN AND AGED PEOPLE ESPECIALLY IN DIFFICULT CIRCUMSTANCES PRIMARILY THOSE ON THE STREETS AND POOR FAMILIES IN THE SLUMS 550,000 NONE KNOWN VARIOUS 2023-12-31 ALL FUNDS WERE DISBURSED FOR THE CHARITABLE PURPOSE INTENDED WITH NO KNOWN DIVERSIONS.

TY 2023 InvestmentsCorpBondsSchedule
Name:
US VENTURESCHMIDT FAMILY FOUNDATION
EIN:
39-1540933
Name of Bond End of Year Book Value End of Year Fair Market Value
BMO HARRIS [4018] - FIXED INCOME 1,527,000 1,530,931

TY 2023 InvestmentsCorpStockSchedule
Name:
US VENTURESCHMIDT FAMILY FOUNDATION
EIN:
39-1540933
Name of Stock End of Year Book Value End of Year Fair Market Value
BMO HARRIS [4018] - REITS 79,760 82,431
BMO HARRIS [4018] - COMMON STOCKS 1,775,964 2,811,882
BMO HARRIS [4018] - EMERGING MARKETS 277,151 287,197
BMO HARRIS [4018] - US EQUITY 508,991 741,824
BMO HARRIS [4018] - INTERNATIONAL DEVELOPED 898,173 998,358

TY 2023 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 873 0   873


TY 2023 OtherProfessionalFeesSchedule
Name:
US VENTURESCHMIDT FAMILY FOUNDATION
EIN:
39-1540933
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 26,248 26,248   0


TY 2023 TaxesSchedule
Name:
US VENTURESCHMIDT FAMILY FOUNDATION
EIN:
39-1540933
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 3,401 3,401   0