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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$6,255,732J 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) 3,876,795
2 Check right arrow.............
3 Interest on savings and temporary cash investments 3,395 3,395  
4 Dividends and interest from securities... 113,353 113,353  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,026,584
b Gross sales price for all assets on line 6a 7,094,282
7 Capital gain net income (from Part IV, line 2)... 1,026,584
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........ 5,020,127 1,143,332  
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
430 215   215
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
22,642 22,642   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
List of Attached Documents:
// Content
2,439 0   2,439
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,511 22,857   2,654
25 Contributions, gifts, grants paid....... 5,805,950 5,805,950
26 Total expenses and disbursements. Add lines 24 and 25 5,831,461 22,857   5,808,604
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -811,334
b Net investment income (if negative, enter -0-) 1,120,475
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 852,659    
2 Savings and temporary cash investments......... 220,547 864,817 864,817
3 Accounts receivable right arrow210,875
Less: allowance for doubtful accounts right arrow     210,875 210,875
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)....... 3,540,039 Click to see attachment
List of Attached Documents:
// Content
3,025,520 		3,923,124
c Investments—corporate bonds (attach schedule)....... 1,527,000 Click to see attachment
List of Attached Documents:
// Content
1,260,027 		1,256,916
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) 6,140,245 5,361,239 6,255,732
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 6,140,245 5,361,239
29 Total net assets or fund balances (see instructions)..... 6,140,245 5,361,239
30 Total liabilities and net assets/fund balances (see instructions). 6,140,245 5,361,239
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
6,140,245
2
Enter amount from Part I, line 27a .....................
2
-811,334
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
65,000
4
Add lines 1, 2, and 3 ..........................
4
5,393,911
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
32,672
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,361,239
Form 990-PF (2024)
Form 990-PF (2024)
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 7,089,317   6,067,698 1,021,619
b 4,965     4,965
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       1,021,619
b       4,965
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 1,026,584
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 15,575
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 15,575
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 15,575
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 7,248
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 17,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 24,248
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 8,673
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow8,673 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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/US-VENTURE-SCHMIDT-FAMILY-FOUNDATION
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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)
 
No
(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
 
 
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? .............................
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
4,834,333
b
Average of monthly cash balances.......................
1b
851,312
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,685,645
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
5,685,645
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
85,285
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,600,360
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
280,018
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
280,018
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
15,575
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,575
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
264,443
4
Recoveries of amounts treated as qualifying distributions................
4
65,000
5
Add lines 3 and 4............................
5
329,443
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
329,443
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
5,808,604
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
5,808,604
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 329,443
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 1,619,669
b From 2020...... 1,141,635
c From 2021...... 1,766,879
d From 2022...... 3,686,933
e From 2023...... 4,007,493
f Total of lines 3a through e ........ 12,222,609
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 5,808,604
a Applied to 2023, 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 2024 distributable amount..... 329,443
e Remaining amount distributed out of corpus 5,479,161
5 Excess distributions carryover applied to 2024. 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 17,701,770
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		1,619,669
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		16,082,101
10 Analysis of line 9:
a Excess from 2020.... 1,141,635
b Excess from 2021.... 1,766,879
c Excess from 2022.... 3,686,933
d Excess from 2023.... 4,007,493
e Excess from 2024.... 5,479,161
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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/US-VENTURE-SCHMIDT-FAMILY-FOUNDATION/#GRANTS-SPONSORSHIPS PROGRAM GRANTS WILL BE AWARDED TO HELP THE DISADVANTAGED, IMPROVE THE QUALITY OF PEOPLE'S LIVES, AND STRENGTHEN OUR COMMUNITIES. PROGRAM GRANTS WILL TYPICALLY FUND: - REQUESTS THAT DEMONSTRATE LONG-TERM RESULTS FOR A SUBSTANTIAL NUMBER OF PEOPLE - ORGANIZATIONS WITH CLARITY OF MISSION AND A STRONG FOCUS ON EFFECTIVE OUTCOMES - ORGANIZATIONS IN GOOD HEALTH, INCLUDING FINANCIAL STABILITY, HIGH CALIBER OF STAFF AND BOARD - REQUESTS WITH SUPPORT FROM A BROAD BASE OF FUNDING SOURCES; U.S. VENTURE PREFERS NOT TO BE THE SOLE FUNDER OF ANY ONE PROJECT OR 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/US-VENTURE-SCHMIDT-FAMILY-FOUNDATION/#GRANTS-SPONSORSHIPS THE COMMUNITY ENGAGEMENT COMMITTEE (CEC) SUPPORTS CHARITABLE EVENTS, EDUCATIONAL OPPORTUNITIES OR FUNDRAISERS THAT MULTIPLY THE IMPACT OF U.S. VENTURE'S SUPPORT WITHIN THE COMMUNITY.
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 (2024)
Form 990-PF (2024)
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

1000 GENERATIONS

PO BOX 213
ELKHORN,WI53121 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

A BETTER CHICAGO

600 WEST VAN BUREN ST STE 510
CHICAGO,IL60607 		N/A PC UNRESTRICTED CHARITABLE GRANT 60,000

ACHIEVE BROWN COUNTY

441 S JACKSON ST STE 201
GREEN BAY,WI54301 		N/A PC UNRESTRICTED CHARITABLE GRANT 20,000

AFRICAN HERITAGE INC

PO BOX 2727
APPLETON,WI54912 		N/A PC UNRESTRICTED CHARITABLE GRANT 50,000

ALZHEIMER ASSOCIATION

620 S 76TH ST 240
MILWAUKEE,WI53214 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC

225 N MICHIGAN AVE FL 1
CHICAGO,IL60601 		N/A PC UNRESTRICTED CHARITABLE GRANT 40,000

APPLETON COMMUNITY MUSIC INC

C/O TOM DONEY PO BOX 1674
APPLETON,WI54912 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

APPLETON HISTORICAL SOCEITY INC

128 N DURKEE ST
APPLETON,WI54911 		N/A PC UNRESTRICTED CHARITABLE GRANT 25,000

APRICITY

1010 STROHMEYER DR
NEENAH,WI54956 		N/A PC UNRESTRICTED CHARITABLE GRANT 40,000

ARIENS SPORTS AND ENTERTAINMENT FOUNDATION

655 W RYAN ST
BRILLION,WI54110 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

ARIZONA CANCER FOUNDATION FOR CHILDREN

7010 E COCHISE RD
SCOTTSDALE,AZ85253 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

ASSOCIATION OF FUNDRAISING PROFESSIONALS

PO BOX 2242
APPLETON,WI54912 		N/A PC UNRESTRICTED CHARITABLE GRANT 3,000

AUSTIN AREA URBAN LEAGUE INC

8011 CAMERON RD STE A-100
AUSTIN,TX78754 		N/A PC UNRESTRICTED CHARITABLE GRANT 3,000

BEAMING INC

PO BOX 524
NEENAH,WI54957 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

BELLIN HEALTH FOUNDATION INC

PO BOX 23400
GREEN BAY,WI54305 		N/A PC UNRESTRICTED CHARITABLE GRANT 2,000

BIG BROTHERS BIG SISTERS OF EAST CENTRAL WISCONSIN

1331 AMERICAN DR
NEENAH,WI54956 		N/A PC UNRESTRICTED CHARITABLE GRANT 17,500

BIG BROTHERS BIG SISTERS OF EAST CENTRAL WISCONSIN

1331 AMERICAN DR
NEENAH,WI54956 		N/A PC UNRESTRICTED CHARITABLE GRANT 65,000

BIG BROTHERS BIG SISTERS OF NORTHEAST WISCONSIN

520 N BROADWAY STE 220
GREEN BAY,WI54303 		N/A PC UNRESTRICTED CHARITABLE GRANT 63,050

BIG BROTHERS BIG SISTERS OF WISCONSIN INC

613 N 5TH ST STE 203
WAUSAU,WI54403 		N/A PC UNRESTRICTED CHARITABLE GRANT 100,000

BOISE YOUTH AMATEUR HOCKEY ASSOCIATION

PO BOX 190844
BOISE,ID83719 		N/A PC UNRESTRICTED CHARITABLE GRANT 250

BOYS & GIRLS CLUB FOX VALLEY INC

160 S BADGER AVE
APPLETON,WI54914 		N/A PC UNRESTRICTED CHARITABLE GRANT 80,000

BOYS AND GIRLS CLUB OF GREEN BAY

1451 UNIVERSITY AVE
GREEN BAY,WI54302 		N/A PC UNRESTRICTED CHARITABLE GRANT 20,000

BOYS AND GIRLS CLUB OF OSHKOSH

501 E PARKWAY AVE
OSHKOSH,WI54903 		N/A PC UNRESTRICTED CHARITABLE GRANT 61,000

BOYS AND GIRLS CLUB OF WHITTIER INC

7905 GREENLEAF AVE
WHITTIER,CA90602 		N/A PC UNRESTRICTED CHARITABLE GRANT 2,200

BRAIN CENTER OF GREEN BAY INC

2801 S WEBSTER AVE
GREEN BAY,WI54301 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

BRUSSELS WISCONSIN LIONS FOUNDATION INC

1579 LEDGE RD
BRUSSELS,WI54204 		N/A PC UNRESTRICTED CHARITABLE GRANT 15,000

BUILDING FOR KIDS

100 W COLLEGE AVE
APPLETON,WI54911 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

CAMP GILBERT INC

PO BOX 89406
SIOUX FALLS,SD57109 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

CAMP VIOLA INC

314 CAMP VIOLA ROAD
LA GRANGE,GA30241 		N/A PC UNRESTRICTED CHARITABLE GRANT 2,500

CAREER LEARNING & EMPLOYMENT CENTER

8604 ALLISONVILLE RD
INDIANAPOLIS,IN46250 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

CASA OF BROWN COUNTY

414 E WALNUT ST STE 170
GREEN BAY,WI54301 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

CASA OF THE FOX CITIES

1500 N CASALOMA DR SUITE 200
APPLETON,WI54913 		N/A PC UNRESTRICTED CHARITABLE GRANT 25,000

CATALPA HEALTH INC

4635 W COLLEGE AVE
APPLETON,WI54914 		N/A PC UNRESTRICTED CHARITABLE GRANT 20,000

CENTER FOR CHILDHOOD SAFETY

2827 RAMADA WAY
GREEN BAY,WI54304 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

CENTRAL CALIFORNIA FOOD BANK

4010 E AMENDOLA DR
FRESNO,CA93725 		N/A PC UNRESTRICTED CHARITABLE GRANT 1,500

CENTRAL CROSS COUNTRY SKIING INC

PO BOX 930442
VERONA,WI53593 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

CEREBRAL PALSY

2801 S WEBSTER AVE
GREEN BAY,WI54301 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

CHILDREN'S CANCER FAMILY FOUNDATION

740 FORD ST SUITE B
KIMBERLY,WI54136 		N/A PC UNRESTRICTED CHARITABLE GRANT 7,500

CHILDREN'S HOSPITAL & HEALTH SYSTEMS FOUN

PO BOX 1997
MILWAUKEE,WI53226 		N/A PC UNRESTRICTED CHARITABLE GRANT 100,000

CHILDRENS HOSPITAL OF WISCONSIN FOUNDATION INC

PO BOX 1997
MILWAUKEE,WI53201 		N/A PC UNRESTRICTED CHARITABLE GRANT 7,500

CHRIST THE KING LUTHERAN CHURCH

601 S WASHINGTON ST
COMBINED LOCKS,WI54113 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

CHRISTINE ANN DOMESTIC ABUSE SERVICES

240 ALGOMA BLVD
OSHKOSH,WI54901 		N/A PC UNRESTRICTED CHARITABLE GRANT 25,000

COMBINED LOCKS ADVANCEMENT ASSOCIATION

405 WALLACE ST
COMBINED LOCKS,WI54113 		N/A PC UNRESTRICTED CHARITABLE GRANT 1,000

COMMUNITY BENEFIT TREE INC

2204 CROOKS AVE
KAUKAUNA,WI54130 		N/A PC UNRESTRICTED CHARITABLE GRANT 29,500

COMMUNITY CLOTHES CLOSET

1465 B OPPORTUNITY WAY
WAY MENASHA,WI54952 		N/A PC UNRESTRICTED CHARITABLE GRANT 40,000

COMMUNITY SERVICES AGENCY INC

201 S MILITARY AVE STE 101
GREEN BAY,WI54303 		N/A PC UNRESTRICTED CHARITABLE GRANT 20,000

CORPSGIVING FOUNDATION

931 W 5TH AVE
DENVER,CO80204 		N/A PC UNRESTRICTED CHARITABLE GRANT 105,000

COTS INC

819 S WEST AVE
APPLETON,WI54915 		N/A PC UNRESTRICTED CHARITABLE GRANT 50,000

COTS

819 S WEST AVE
APPLETON,WI54915 		N/A PC UNRESTRICTED CHARITABLE GRANT 100,000

DAY BY DAY WARMING SHELTER

420 CEAPE AVE
OSHKOSH,WI54901 		N/A PC UNRESTRICTED CHARITABLE GRANT 40,000

DELTA SIGMA THETA SORORITY INC - MARIETTA ROSWELL ALUMNAE CHAPTER

PO BOX 70786
MARIETTA,GA30007 		N/A PC UNRESTRICTED CHARITABLE GRANT 1,500

DOCTORS IN RECITAL INC

PO BOX 5
SUAMICO,WI54173 		N/A PC UNRESTRICTED CHARITABLE GRANT 2,500

DOUGLAS COUNTY CAR CARE PROGRAM

4353 COUNTY ROAD 82 SE
ALEXANDRIA,MN56308 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

DYSLEXIA READING CONNECTION INC

2935 N BALLARD RD
APPLETON,WI54911 		N/A PC UNRESTRICTED CHARITABLE GRANT 30,000

EMORY UNIVERSITY

1762 CLIFTON RD STE 2400
ATLANTA,GA30322 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

EMPOWERED TUTORING INC

2631 N MEADE ST STE 203
APPLETON,WI54911 		N/A PC UNRESTRICTED CHARITABLE GRANT 8,000

ENVISION GREATER GREEN BAY INC

112 N ADAMS ST
GREEN BAY,WI54301 		N/A PC UNRESTRICTED CHARITABLE GRANT 3,000

EXCEPTIONAL EQUESTRIANS COMPANY

1130 ORLANDO DR
DE PERE,WI54115 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

FAMILY SERVICES OF NORTHEAST WISCONSIN INC

PO BOX 22308
BAY,WI54305 		N/A PC UNRESTRICTED CHARITABLE GRANT 12,000

FEED THE BODY FEED THE SOUL INC

2307 OREGON ST
OSHKOSH,WI54902 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

FEEDING AMERICA EASTERN WISCONSIN INC

1700 W FOND DU LAC AVE
MILWAUKEE,WI53205 		N/A PC UNRESTRICTED CHARITABLE GRANT 121,500

FEEDING AMERICA RIVERSIDE AND SAN BERNARDINO COUNTIES

2950 JEFFERSON ST STE A
RIVERSIDE,CA92504 		N/A PC UNRESTRICTED CHARITABLE GRANT 26,000

FIORELLO H LAGUARDIA COMMUNITY COLLEGE FO

31-10 THOMSON AVE
LONG ISLAND CITY,NY11101 		N/A PC UNRESTRICTED CHARITABLE GRANT 75,000

FOOD BANK OF THE ROCKIES INC

10700 E 45TH AVE
DENVER,CO80239 		N/A PC UNRESTRICTED CHARITABLE GRANT 30,000

FORWARD SERVICE CORPORATION

726 PINE STREET
GREEN BAY,WI54301 		N/A PC UNRESTRICTED CHARITABLE GRANT 25,000

FOUNDATIONS HEALTH & WHOLENESS INC

1061 W MASON ST
GREEN BAY,WI54303 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

FOX CARES FOUNDATION

3401 E CALUMET ST
APPLETON,WI54915 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

FOX CITIES FESTIVAL OF LIGHTS INC

9934 NOE RD
APPLETON,WI54915 		N/A PC UNRESTRICTED CHARITABLE GRANT 2,500

FOX CITIES MARATHON

1575 DRESANG WAY
NEENAH,WI54956 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

FOX COMMUNITIES CREDIT UNION

2201 E ENTERPRISE AVE
APPLETON,WI54913 		N/A PC UNRESTRICTED CHARITABLE GRANT 3,000

FOX VALLEY DATA EXCHANGE

1455 MIDWAY ROAD
MENASHA,WI54952 		N/A PC UNRESTRICTED CHARITABLE GRANT 50,000

FOX VALLEY LITERACY COUNCIL INC

130 E FRANKLIN ST
APPLETON,WI54911 		N/A PC UNRESTRICTED CHARITABLE GRANT 55,000

FOX VALLEY MEMORY PROJECT

1800 APPLETON RD
MENASHA,WI54952 		N/A PC UNRESTRICTED CHARITABLE GRANT 2,500

FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION INC

10 E COLLEGE AVE STE 207
APPLETON,WI54911 		N/A PC UNRESTRICTED CHARITABLE GRANT 15,000

FOX VALLEY TECHNICAL COLLEGE

1825 N BLUEMOUND DR
APPLETON,WI54914 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

FRIENDS OF APPLETON LIBRARY

PO BOX 1971
APPLETON,WI54912 		N/A PC UNRESTRICTED CHARITABLE GRANT 100,000

FRIENDS OF KAUKAUNA PUBLIC LIBRARY

207 THILMANY RD
KAUKAUNA,WI54130 		N/A PC UNRESTRICTED CHARITABLE GRANT 2,500

FRIENDS OF PALS YOUTH & FAMILIES

PO BOX 1202
GREEN BAY,WI54305 		N/A PC UNRESTRICTED CHARITABLE GRANT 50,000

FULL CIRCLE 152 PERCENT

PO BOX 311200
FONTANA,CA92331 		N/A PC UNRESTRICTED CHARITABLE GRANT 2,500

GIRL SCOUTS OF THE NW GREAT LAKES

4693 N LYNNDALE DR
APPLETON,WI54913 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

GOLDEN HOUSE INC

1120 UNIVERSITY AVE
GREEN BAY,WI54302 		N/A PC UNRESTRICTED CHARITABLE GRANT 93,333

GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN INC

1800 APPLETON RD
MENASHA,WI54952 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

GOODWILL OF WESTERN MISSOURI & EASTERN KANSAS

800 E 18TH ST
KANSAS CITY,MO64108 		N/A PC UNRESTRICTED CHARITABLE GRANT 4,500

GORDON BUBOLZ NATURE PRESERVE

4815 N LYNNDALE DR
APPLETON,WI54913 		N/A PC UNRESTRICTED CHARITABLE GRANT 37,500

GREATER FOX CITIES AREA HABITAT FOR HUMAN

921 MIDWAY RD
MENASHA,WI54952 		N/A PC UNRESTRICTED CHARITABLE GRANT 45,000

GREATER FOX CITIES AREA HABITAT FOR HUMANITY INC

921 MIDWAY RD
MENASHA,WI54952 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

GREATER GREEN BAY CHAMBER OF COMMERCE FOUNDATION INC

300 N BROADWAY STE 3A
GREEN BAY,WI54303 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

GREATER GREEN BAY COMMUNITY FOUNDATION INC

400 S WASHINGTON ST
ALLOUEZ,WI54301 		N/A PC UNRESTRICTED CHARITABLE GRANT 42,500

GREATER GREEN BAY HABITAT FOR HUMANITY

1967 ALLOUEZ AVE
GREEN BAY,WI54311 		N/A PC UNRESTRICTED CHARITABLE GRANT 75,000

HARBOR HOUSE

720 W 5TH ST
APPLETON,WI54914 		N/A PC UNRESTRICTED CHARITABLE GRANT 30,000

HEADSUP FOX CITIES

332 BROAD ST
MENASHA,WI54952 		N/A PC UNRESTRICTED CHARITABLE GRANT 35,000

HECKRODT WETLAND RESERVE

1305 PLANK RD
MENASHA,WI54952 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

HELP FIND A CURE FOR MS INC

W6735 SUNNYVALE LANE
GREENVILLE,WI54942 		N/A PC UNRESTRICTED CHARITABLE GRANT 500

HIRE HEROES USA

13010 MORRIS RD STE 175
ALPHARETTA,GA30004 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

HOPE 4 YOUTH INC

PO BOX 48010
MINNEAPOLIS,MN55448 		N/A PC UNRESTRICTED CHARITABLE GRANT 25,000

HOPE CLINIC AND CARE CENTER INC

1814 APPLETON RD
MENASHA,WI54952 		N/A PC UNRESTRICTED CHARITABLE GRANT 31,500

HOUSE OF HOPE GREEN BAY INC

1660 CHRISTIANA ST
GREEN BAY,WI54303 		N/A PC UNRESTRICTED CHARITABLE GRANT 12,000

INNOVATIVE SERVICES INC

2321 SAN LUIS PL
GREEN BAY,WI54304 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

INSPIRATION MINISTRIES

N2270 STATE ROAD 67
WALWORTH,WI53184 		N/A PC UNRESTRICTED CHARITABLE GRANT 7,500

JACOBS CREEK WATERSHED ASSOCIATION

417B FRICK AVE
SCOTTDALE,PA15683 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

JEREMIAH PROGRAM

1510 LAUREL AVE STE 100
MINNEAPOLIS,MN55403 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

JOB ONE

1307 ORETHA CASTLE HALEY BLVD
NEW ORLEANS,LA70113 		N/A PC UNRESTRICTED CHARITABLE GRANT 1,000

JUNIOR ACHIEVEMENT OF WISCONSIN INC

11111 W LIBERTY DR
MILWAUKEE,WI53224 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

KATHY'S HOUSE INC

9100 W WISCONSIN AVE
MILWAUKEE,WI53226 		N/A PC UNRESTRICTED CHARITABLE GRANT 25,000

KENYA WORKS INC

PO BOX 1572
APPLETON,WI54912 		N/A PC UNRESTRICTED CHARITABLE GRANT 152,000

KIDS AT THEIR BEST INC

PO BOX 382
FORT MORGAN,CO80701 		N/A PC UNRESTRICTED CHARITABLE GRANT 25,000

KIM COM PROMOTION

PO BOX 33
KIMBERLY,WI54136 		N/A PC UNRESTRICTED CHARITABLE GRANT 3,000

LAUNDRYCARES FOUNDATION

17W635 BUTTERFIELD RD STE 145
TERRACE,IL60181 		N/A PC UNRESTRICTED CHARITABLE GRANT 90,000

LEAVEN

1475 OPORTUNITY WAY
MENASHA,WI54952 		N/A PC UNRESTRICTED CHARITABLE GRANT 3,000

LITTLE CHUTE AREA SCHOOL DISTRICT

1402 FREEDOM ROAD
LITTLE CHUTE,WI54140 		N/A PC UNRESTRICTED CHARITABLE GRANT 1,000

LOAVES & FISHES OF THE FOX VALLEY INC

PO BOX 1562
APPLETON,WI54912 		N/A PC UNRESTRICTED CHARITABLE GRANT 2,500

LOVING THE SKIN IM IN INC

425 S MILITARY AVE STE 208
GREEN BAY,WI54303 		N/A PC UNRESTRICTED CHARITABLE GRANT 2,500

MAKE A WISH FOUNDATION

1702 E HIGHLAND AVE SUITE 400
PHOENIX,AZ85016 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

MILWAUKEE BUCKS FOUNDATION INC

1001 N 4TH ST
MILWAUKEE,WI53203 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

MISSION MYELOMA INC

PO BOX 103
KIMBERLY,WI54136 		N/A PC UNRESTRICTED CHARITABLE GRANT 2,500

MULTICULTURAL COALITION

333 FIRST ST STE D
MENASHA,WI54952 		N/A PC UNRESTRICTED CHARITABLE GRANT 25,000

MYTEAM TRIUMPH WISCONSIN

1406 S JACKSON ST
GREEN BAY,WI54301 		N/A PC UNRESTRICTED CHARITABLE GRANT 2,500

NAMI FOX VALLEY INC

211 E FRANKLIN ST
APPLETON,WI54911 		N/A PC UNRESTRICTED CHARITABLE GRANT 45,000

NEENAH-MENASHA EMERGENCY SOCIETY

PO BOX 744
NEENAH,WI54957 		N/A PC UNRESTRICTED CHARITABLE GRANT 3,500

NEW COMMUNITY SHELTER

301 MATHER ST
GREEN BAY,WI54303 		N/A PC UNRESTRICTED CHARITABLE GRANT 35,000

NORTHEAST WISCONSIN CHINESE ASSOCIATION

823 W COLLEGE AVE STE B
APPLETON,WI54914 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

NORTHEAST WISCONSIN HMONG PROFESSIONALS

1444 E NORTHLAND AVE
APPLETON,WI54911 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

NORTHEAST WISCONSIN LAND TRUST INC

14 TRI PARK WAY STE 1
APPLETON,WI54914 		N/A PC UNRESTRICTED CHARITABLE GRANT 20,000

NOVA COUNSELING SERVICES

759 SW FEDERAL HIGHWAY SUITE 215
STUART,FL34994 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

ON BROADWAY INC

340 N BORADWAY STE 165
GREEN BAY,WI54303 		N/A PC UNRESTRICTED CHARITABLE GRANT 50,000

ON STAGE 4 CANCER INC

3095 N BROOK HILLS
SUAMICO,WI54313 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

OPERATION CR INC

PO BOX 580435
FLUSHING,NY11358 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

OPTIMIST CLUB OF ALLOUEZ GREEN BAY WI

801 HOFFMAN RD
GREEN BAY,WI54301 		N/A PC UNRESTRICTED CHARITABLE GRANT 1,000

OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION

230 OHIO ST STE 100
OSHKOSH,WI54902 		N/A PC UNRESTRICTED CHARITABLE GRANT 103,000

OSHKOSH AREA COMMUNITY PANTRY

2551 JACKSON ST
OSHKOSH,WI54901 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

OSHKOSH KIDS FOUNDATION

1041 N WESTHAVEN DR
OSHKOSK,WI54904 		N/A PC UNRESTRICTED CHARITABLE GRANT 100,000

PACIFIC CLINICS

800 S SANTA ANITA AVE
ARCADIA,CA91006 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

PARENT INSTITUTE FOR QUALITY EDUCATION

2405 E PLAZA BLVD
NATIONAL CITY,CA91950 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

PATH

340 N MADISON AVE
LOS ANGELES,CA90004 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

PEOPLE OF PROGRESSION

611 N LYNNDALE DR STE 140
APPLETON,WI54914 		N/A PC UNRESTRICTED CHARITABLE GRANT 40,000

PERFORMING ARTS CENTER OF LOS ANGELES CTY

201 N FIGUEROA ST SUITE 1400
LOS ANGELES,CA90012 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

PH SECOND CHANCES INC

309E E WENTWORTH LN
APPLETON,WI54913 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

PILLARS INC

605 E HANCOCK ST
APPLETON,WI54911 		N/A PC UNRESTRICTED CHARITABLE GRANT 110,000

PREVENT SUICIDE FOX CITIES INC

211 E FRANKLIN ST STE F
APPLETON,WI54911 		N/A PC UNRESTRICTED CHARITABLE GRANT 1,500

RAINBOW LABS MENTORING INC

1037 N GARDNER ST APT 1
WEST HOLLYWOOD,CA90046 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

RAINBOW OVER WISCONSIN INC

PO BOX 2211
APPLETON,WI54912 		N/A PC UNRESTRICTED CHARITABLE GRANT 2,000

RAWHIDE INC

E7475 RAWHIDE RD
NEW LONDON,WI54961 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

REACH OUT AND READ WISCONSIN

89 SOUTH ST SUITE 201
BOSTON,MA02111 		N/A PC UNRESTRICTED CHARITABLE GRANT 20,000

REGIONAL FOOD BANK OF NORTHEAST FLORIDA

1116 EDGEWOOD AVE N
JACKSONVILLE,FL32254 		N/A PC UNRESTRICTED CHARITABLE GRANT 50,000

RIVERSIDE MEDICAL CLINIC CHARITABLE FOUND

7177 BROCKTON AVE STE 105
RIVERSIDE,CA92506 		N/A PC UNRESTRICTED CHARITABLE GRANT 2,500

RIVERVIEW GARDENS INC

242 W SEYMOUR ST
APPLETON,WI54915 		N/A PC UNRESTRICTED CHARITABLE GRANT 55,000

RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONCIN INC

8948 WATERTOWN PLANK RD
MILWAUKEE,WI53226 		N/A PC UNRESTRICTED CHARITABLE GRANT 16,000

RONALD MCDONALD HOUSE CHARITIES OF KANSAS CITY INC

2502 CHERRY ST
KANSAS CITY,MO64108 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

RONALD MCDONALD HOUSE CHARITIES UPPER MIDWEST

818 FULTON ST SE
MINNEAPOLIS,MN55414 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,500

SALVATION ARMY- GREEN BAY

626 UNION COURT
GREEN BAY,WI54303 		N/A PC UNRESTRICTED CHARITABLE GRANT 30,000

SAMARITAN COUNSELING CENTER OF THE FOX VALLEY

1205 PROVINCE TER
MENASHA,WI54952 		N/A PC UNRESTRICTED CHARITABLE GRANT 45,000

SAN DIEGO RESCUE MISSION

120 ELM STREET
SAN DIEGO,CA92101 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

SCHOOL CHOICE WISCONSIN INC

10427 W LINCOLN AVE STE 1800
WEST ALLIS,WI53227 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

SERVANTS TO ALL

4 S CENTRE ST
POTTSVILLE,PA17901 		N/A PC UNRESTRICTED CHARITABLE GRANT 25,000

SHEPHERDS MINISTRIES INC

1805 15TH AVE
UNION GROVE,WI53182 		N/A PC UNRESTRICTED CHARITABLE GRANT 20,000

SHOES THAT FIT

1420 N CLAREMONT BLVD STE 204A
CLAREMONT,CA91711 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

SOAR FOX CITIES

211 E FRANKLIN ST
APPLETON,WI54911 		N/A PC UNRESTRICTED CHARITABLE GRANT 3,000

SOLDIERS' ANGELS

2895 NE INTERSTATE 410 LOOP
SAN ANTONIO,TX78218 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

SOLUTIONS RECOVERY INC

621 EVANS ST OSHKOSH
OSHKOSH,WI54901 		N/A PC UNRESTRICTED CHARITABLE GRANT 35,000

SPECIAL OLYMPICS OF WISCONSIN

2310 CROSSROADS DR STE 1000
MADISON,WI53718 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

SPIERINGS CANCER FOUNDATION

701 HARVEST TRAIL
APPLETON,WI54913 		N/A PC UNRESTRICTED CHARITABLE GRANT 15,000

SPINA BIFIDA WISCONSIN LTD

830 N 109TH ST
WAUWATOSA,WI53226 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,200

ST JOHN NEPOMUCENE CATHOLIC CONGREGATION

411 VANDEN BROEK ST
LITTLE CHUTE,WI54140 		N/A PC UNRESTRICTED CHARITABLE GRANT 2,500

ST JOSEPH CENTER FOR SPECIAL LEARNING INC

302 RANDEL ST
SCHUYLKILL HAVEN,PA17972 		N/A PC UNRESTRICTED CHARITABLE GRANT 1,000

ST PAUL ELDER SERVICES INC

316 E 14TH ST
KAUKAUNA,WI54130 		N/A PC UNRESTRICTED CHARITABLE GRANT 15,000

ST GIANNA MOLLA CLINIC INC

1716 LAWRENCE DR STE 100
DEPERE,WI54115 		N/A PC UNRESTRICTED CHARITABLE GRANT 50,000

ST JOSEPH'S FOOD PROGRAM

1465 A OPPORTUNITY WAY
MENASHA,WI54952 		N/A PC UNRESTRICTED CHARITABLE GRANT 75,000

STEAM REVOLT

11035 GOLF LINKS DRIVE
CHARLOTTE,NC28277 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

STORED VALUE SOLUTIONS

101 BULLITT LN
LOUISVILLE,KY40222 		N/A PC UNRESTRICTED CHARITABLE GRANT 40,000

TEAM RUBICON

5230 PACIFIC CONCOURSE DR STE 200
LOS ANGELES,CA90045 		N/A PC UNRESTRICTED CHARITABLE GRANT 100,000

THE 4R FOUNDATION INC

210 N PARK AVE
WINTER PARK,FL32789 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

THE BUILDING FOR KIDS INC

100 W COLLEGE AVE
APPLETON,WI54911 		N/A PC UNRESTRICTED CHARITABLE GRANT 150,000

THE CENTERS FOR EXCEPTIONAL CHILDREN INC

2315 COLISEUM DR
WINSTON SALEM,NC27106 		N/A PC UNRESTRICTED CHARITABLE GRANT 2,500

THE CHILDRENS GIVING TREE NOT FOR PROFIT

3157 E LAKE PARK XING UNIT 62
APPLETON,WI54915 		N/A PC UNRESTRICTED CHARITABLE GRANT 1,000

THE ELAINE CLARK CENTER INC

5130 PEACHTREE BLVD
CHAMBLEE,GA30341 		N/A PC UNRESTRICTED CHARITABLE GRANT 50,000

THE FAMILY RADIO STATION

290 HEGENBERGER RD
OAKLAND,CA94621 		N/A PC UNRESTRICTED CHARITABLE GRANT 3,000

THE GEANCO FOUNDATION

5482 WILSHIRE BLVD 186
LOS ANGELES,CA90036 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

THE KAUKAUNA COMMUNITY PLAYERS INC

212 TAYLOR ST 212
KAUKAUNA,WI54130 		N/A PC UNRESTRICTED CHARITABLE GRANT 500

THE LA TRUST FOR CHILDREN'S HEALTH

333 S BEAUDRY AVE
LOS ANGELES,CA90017 		N/A PC UNRESTRICTED CHARITABLE GRANT 15,000

THE LET IT BE FOUNDATION

14720 CENTRAL AVE
CHINO,CA91710 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

THE LIFT GARAGE

2401 E LAKE ST
MINNEAPOLIS,MN55406 		N/A PC UNRESTRICTED CHARITABLE GRANT 1,000

THE LUTHERAN HIGH SCHOOL ASSOC

5100 MEXICO RD
ST PETERS,MO63376 		N/A PC UNRESTRICTED CHARITABLE GRANT 30,000

THE MOORING PROGRAMS INC

1010 STROHMEYER DR
NEENAH,WI54956 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

THE PERIWINKLE FOUNDATION

3400 BISSONNET ST STE 185
HOUSTON,TX77005 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

THE PLUS ME PROJECT

600 WILSHIRE BLVD SUITE 870
LOS ANGELES,CA90017 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

THE POSSE FOUNDATION INC

14 WALL ST STE 8A60
NEW YORK,NY10005 		N/A PC UNRESTRICTED CHARITABLE GRANT 55,000

THE QAYSHAUN SCOTT FOUNDATION

532 OLD MARLTON PIKE WPMB 760
MARLTON,NJ08053 		N/A PC UNRESTRICTED CHARITABLE GRANT 1,000

THE SALVATION ARMY - FOX CITIES

626 UNION CT
GREEN BAY,WI54303 		N/A PC UNRESTRICTED CHARITABLE GRANT 11,000

THE YOUNG MENS CHRISTIAN ASSOCIATION OF ANAHEIM

240 S EUCLID ST
ANAHEIM,CA92802 		N/A PC UNRESTRICTED CHARITABLE GRANT 16,000

THE YOUNG MENS CHRISTIAN ASSOCIATION OF ANAHEIM

240 S EUCLID ST
ANAHEIM,CA92802 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

THEDACARE FAMILY OF FOUNDATIONS

1818 N MEADE ST
APPLETON,WI54911 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

THOMPSON CENTER ON LOURDES INC

2331 E LOURDES DR
APPLETON,WI54915 		N/A PC UNRESTRICTED CHARITABLE GRANT 125,000

TROUT MUSEUM OF ART

111 W COLLEGE AVE
APPLETON,WI54911 		N/A PC UNRESTRICTED CHARITABLE GRANT 25,000

UNITED WAY BROWN COUNTY

111 N ROOSEVELT ST
GREEN BAY,WI54301 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

UNITY OF APPLETON INC

1366 APPLETON RD
MENASHA,WI54952 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,250

UNIVERSITY OF WISCONSIN - GREEN BAY FOUND

2420 NICOLET DR
GREEN BAY,WI54311 		N/A PC UNRESTRICTED CHARITABLE GRANT 7,500

US 2 BEHAVIORAL HEALTH CARE INC

6801 W BROWN DEER RD
MILWAUKEE,WI53223 		N/A PC UNRESTRICTED CHARITABLE GRANT 100,000

VALLEY PACKAGING INDUSTRIES

110 N KENSINGTON DR
APPLETON,WI54915 		N/A PC UNRESTRICTED CHARITABLE GRANT 25,000

VICTORY COMMUNITY DEVELOPMENT CENTER

PO BOX 141
  ONGATA RONGAI  
KE 		N/A PC UNRESTRICTED CHARITABLE GRANT 800,000

VOLUNTEERS OF AMERICA INC

1660 DUKE ST
ALEXANDRIA,VA22314 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

WELLO INC

300 PACKERLAND DR
GREEN BAY,WI54303 		N/A PC UNRESTRICTED CHARITABLE GRANT 16,667

WIJAM LLC

1005 S OUTAGAMIE ST
APPLETON,WI54914 		N/A PC UNRESTRICTED CHARITABLE GRANT 1,000

WOMENS FUND FOR THE FOX VALLEY REGION INC

4455 W LAWRENCE ST
APPLETON,WI54914 		N/A PC UNRESTRICTED CHARITABLE GRANT 35,000

YMCA OF SOUTHERN NEVADA

4141 MEADOWS LANE
LAS VEGAS,NE89107 		N/A PC UNRESTRICTED CHARITABLE GRANT 1,000

YMCA OF THE FOX CITIES

218 E LAWRENCE ST
APPLETON,WI54911 		N/A PC UNRESTRICTED CHARITABLE GRANT 55,000

YOU BELONG TOGETHER

2960 ALLIED ST
GREEN BAY,WI54304 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

YOUTH GO

213 NICOLET BLVD
NEENAH,WI54956 		N/A PC UNRESTRICTED CHARITABLE GRANT 7,500

YOUTH SEEN

4495 HALE PKWY STE 101
DENVER,CO80220 		N/A PC UNRESTRICTED CHARITABLE GRANT 1,000
Total .................................right arrow 3a 5,805,950
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 3,395  
4 Dividends and interest from securities ....     14 113,353  
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 1,026,584  
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 1,143,332 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,143,332
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
US VENTURESCHMIDT FAMILY FOUNDATION
  		Employer identification number
39-1540933
Part I
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

$ 3,098,795


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
US VENTURESCHMIDT FAMILY FOUNDATION
EIN:
39-1540933
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX RETURN PREPARATION 430 215   215

TY 2024 GeneralExplanationAttachment
Name:
US VENTURESCHMIDT FAMILY FOUNDATION
EIN:
39-1540933
Identifier Return Reference Explanation
ACCOUNTS RECEIVABLE PART II - BALANCE SHEET, LINE 3 BETWEEN FEBRUARY AND MAY 2024, A FOUNDATION BANK ACCOUNT WAS COMPROMISED THROUGH UNAUTHORIZED CHECK AND ACH ACTIVITY DUE TO FAILURES IN BANK-IMPLEMENTED FRAUD FILTERS. OF THE TOTAL FRAUDULENT ACTIVITY OF $575,902, $365,027 WAS RECOVERED. THE REMAINING $210,875 REPORTED AS AN RECEIVABLE ON THE BALANCE SHEET REPRESENTS THE AMOUNT STILL AT RISK.

TY 2024 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 1,260,027 1,256,916

TY 2024 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 33,859 32,567
BMO HARRIS [4018] - COMMON STOCKS 1,573,880 2,266,052
BMO HARRIS [4018] - EMERGING MARKETS 201,985 214,140
BMO HARRIS [4018] - US EQUITY 398,103 574,433
BMO HARRIS [4018] - INTERNATIONAL DEVELOPED 817,693 835,932

TY 2024 OtherDecreasesSchedule
Name:
US VENTURESCHMIDT FAMILY FOUNDATION
EIN:
39-1540933
Description Amount
PRIOR PERIOD ADJUSTMENT 32,672


TY 2024 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 2,439 0   2,439


TY 2024 OtherIncreasesSchedule
Name:
US VENTURESCHMIDT FAMILY FOUNDATION
EIN:
39-1540933
Description Amount
RECOVERY OF GRANT 65,000


TY 2024 OtherProfessionalFeesSchedule
Name:
US VENTURESCHMIDT FAMILY FOUNDATION
EIN:
39-1540933
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 22,642 22,642   0