2024-07-02T11:24:23-05:00 2023-12-31 BDO USA ONE ERDMAN PLACE SUITE 404 MADISON WI 53717 990PF 2023-01-01 813437192 Salzwedel Family Fund Ltd % JACK & SARA SALZWEDEL SALZ 6082492111 1835 Winnebago Street Suite 402 Madison WI 53704 Jack Salzwedel President 6082492111 2024-05-30 true Jack Salzwedel XXX-XX-XXXX true KELLY RAQUET P01644256 6088367500 3 2023 2023-04-26 12:10:37Z X 3536171 X 526411 4 10653 67533 58708 72203 1047252 72251 666151 141612 0 112 56 0 56 8250 4125 0 4125 11599 11734 0 0 95 0 0 95 20056 15915 0 4276 630789 630789 650845 15915 0 635065 15306 125697 68410 41670 41670 487008 95257 95257 1328744 1223969 2874434 310603 510376 524810 2194765 1871272 3536171 0 0 X 2194765 1871272 2194765 1871272 2194765 1871272 2194765 15306 2210071 338799 1871272 PUBLICLY TRADED SECURITIES - ST 545995 557869 -11874 -11874 PUBLICLY TRADED SECURITIES - LT 497498 417132 80366 80366 CAPITAL GAIN DIVIDENDS P 3759 CAPITAL GAIN DIVIDENDS P 3759 72251 1747 1747 1747 5582 0 5582 3835 3835 false false false false false false false true true WI true false false false false true N/A JACK & SARA SALZWEDEL 6082492111 1835 WINNEGABO STREET STE 402 Madison WI 53704 false false false false false false false false false false false false false false false false false false false false false SARA SALZWEDEL 1835 Winnebago Street Madison WI 53704 President 0.5 0 0 0 JACK SALZWEDEL 1835 Winnebago Street Madison WI 53704 President 0.5 0 0 0 TYLER SALZWEDEL 1835 Winnebago Street Madison WI 53704 Vice President 0.5 0 0 0 KATY LEA 1835 Winnebago Street Madison WI 53704 Secretary 0.5 0 0 0 LUKE SALZWEDEL 1835 Winnebago Street Madison WI 53704 Treasurer 0.5 0 0 0 3065673 113028 0 3178701 0 3178701 47681 3131020 156551 156551 1747 1747 154804 154804 154804 635065 0 0 0 0 635065 154804 0 2021 2020 2019 0 701736 1155019 821928 415894 415233 3509810 635065 0 154804 480261 3990071 0 0 0 0 701736 3288335 1155019 821928 415894 415233 480261 JACK SALZWEDEL SARA SALZWEDEL X Agrace 395 E Cheryl Pkwy Fitchburg WI 53711 NONE PC General Operations 250 Aldo Leopold Foundation E13701 Levee Rd Baraboo WI 53913 NONE PC General Operations 54000 Alzheimer's Association 4600 American Pkwy Suite 103 Madison WI 53718 NONE PC General Operations 250 Arthiritis Foundation 5936 Seminole Centre Ct 203 Madison WI 53711 NONE PC General Operations 1050 Babies & Beyond of WI 1922 S Stoughton Rd Madison WI 53716 NONE PC General Operations 4000 Badger Air Community Council PO Box 192 Madison WI 53701 NONE PC General Operations 1000 Badger Trails PO Box 44135 West Allis WI 53214 NONE PC General Operations 2500 Bethel Horizons 312 Wisconsin Ave Madison WI 53703 NONE PC General Operations 111500 Bethel Lutheran Church 312 Wisconsin Ave Madison WI 53703 NONE PC General Operations 1200 Bereaved Parents of Madison 202 S Park St Madison WI 53715 NONE PC General Operations 1000 Center for Black Excellence and Culture PO Box 259042 Madison WI 53725 NONE PC General Operations 50000 Centro Hispano of Dane County 810 W Badger Rd Madison WI 53713 NONE PC General Operations 100000 Deforest Area Needs Network 220 S Main St Deforest WI 53532 NONE PC General Operations 2500 Edgewood High School 2219 Monroe St Madison WI 53711 NONE PC General Operations 620 ELS for Autism 18370 Limestone Creek Rd Jupiter FL 33458 NONE PC General Operations 5000 Encompass 23 S Webster Ave PO Box 1627 Green Bay WI 54305 NONE PC General Operations 500 Engain Goodsports 1515 Washington St Braintree MA 02184 NONE PC General Operations 263 Equal Justice Initiative 122 Commerce St Montgomery AL 36104 NONE PC General Operations 5150 Faith's Lodge 505 Hwy 169 N Suite 245 Plymouth MN 55411 NONE PC General Operations 2066 First Congregational UCC 1609 University Ave Madison WI 53726 NONE PC General Operations 1000 Fond-Blanc Foundation 1119 Boundary Rd Middleton WI 53562 NONE PC General Operations 1000 Foundation for Black Women's Wellness 6001 Grand Teton Plaza Suite A2 Madison WI 53719 NONE PC General Operations 2500 Friends of UW Health 301 S Westfield Rd Madison WI 53717 NONE PC General Operations 15190 Gifts of Adoption 1200 Shermer Rd Suite 111 Northbrook IL 60062 NONE PC General Operations 2591 Goodman Center 214 Weubesa St Madison WI 53704 NONE PC General Operations 600 Heartland Church 14900 E 126th ST Fishers IN 46037 NONE PC General Operations 22500 Madison College Foundation 1701 Wright St Madison WI 53704 NONE PC General Operations 5000 Make-A-Wish 1818 Parmenter St 310 Middleton WI 53562 NONE PC General Operations 10500 McPac 10434 Gaviota Ave Granada Hills CA 91344 NONE PC General Operations 12500 Mercy Foundation 14528 S Outer 40 Suite 100 Chesterfield MO 63017 NONE PC General Operations 5000 Midwest Access Coalition PO Box 408363 Chicago IL 60640 NONE PC General Operations 2500 NAMI 4301 Wilson Blvd Suite 300 Arlington VA 22203 NONE PC General Operations 100 National Association 712 H Street NE Suite 1149 Washington DC 20002 NONE PC General Operations 250 Peace Lutheran Church 17029 W 12 Mile Rd Southfield MI 48076 NONE PC General Operations 100150 Pledging Foundation CA 2261 Market Street Unit 505 San Francisco CA 94114 NONE PC General Operations 55 RISE Wisconsin 2120 Fordem Ave Madison WI 53704 NONE PC General Operations 5000 Ronald McDonald House Charities 2716 Marshall Ct Madison WI 53705 NONE PC General Operations 500 The Leukemia & Lymphoma Society 3 International Drive Suite 200 Rye Brook NY 10573 NONE PC General Operations 250 The Playing Field 3910 Mineral Point Rd Madison WI 53705 NONE PC General Operations 5000 The Road Home Dane County 890 W Wingra Dr Madison WI 53715 NONE PC General Operations 25515 Tunnel to Towers 2361 Hylan Boulevard Staten Island NY 10306 NONE PC General Operations 263 Ukraine Children's Project PO Box 845346 Los Angeles CA 90024 NONE PC General Operations 523 United Way of Dane County 2059 Atwood Ave Madison WI 53704 NONE PC General Operations 26544 UW Foundation 1848 University Ave Madison WI 53726 NONE PC General Operations 26350 UW Platteville Foundation PO Box 254 Platteville WI 53818 NONE PC General Operations 1000 Village Diaper Bank 3302 Dairy Dr Madison WI 53718 NONE PC General Operations 809 Wartburg College 100 Wartburg Blvd Bldg 54 Waverly IA 50677 NONE PC General Operations 13500 Wisconsin Alumni Association 650 N Lake St Madison WI 53706 NONE PC General Operations 500 World Vision 34834 Weyerhaeuser Way South Federal Way WA 98001 NONE PC General Operations 500 Yell & Tell PO Box 26706 Milwaukee WI 53226 NONE PC General Operations 250 630789 14 4 14 67533 18 72203 139740 139740 false false false false false false false false false false X X 1 Jack Sara Salzwedel 1835 Winnebago Street Ste 402 Madison WI 53704 526411 X X 1 565 Shares of Nvidia Corp (NVDA) 282935 2023-12-19 1 300 Shares of Lam Research Corp (LRCX) 230976 2023-12-19 ACCOUNTING FEES 8250 4125 0 4125 ALPHABET INC CL A - GOOGL 4916 19557 AMAZON COM INC - AMAZN 7546 30388 APPLE INC - AAPL 7633 60839 CHEVRON CORPORATION - CVX 15350 31324 COSTCO WHSL CORP - COST 28472 66008 FIDELITY 500 IDX FD - FXAIX 115470 246063 HOME DEPOT INC - HD 18079 34655 ISHARES CORE SP500 - IVV 316818 377328 LAM RESEARCH CORP - LRCX 105578 234978 MICROSOFT CORP - MSFT 25918 122213 NVIDIA CORP - NVDA 118714 477887 SPDR S P 500 - SPY ETF 347732 941114 T. ROWE PRICE GROWTH STOCK 51918 92963 UNITEDHEALTH GROUP - UNH 28243 60018 T ROWE QM US MALL CAP GROWTH 15872 27060 SCHLUMBERGER LTD - SLB 15710 52039 ISHARES CORE US AGGREGATE BOND 339304 349757 ARTISAN HIGH INCOME FUND 171072 175053 LEGAL FEES 112 56 0 56 MARKET ADJUSTMENT FOR DONATED SECURITIES 338799 ANNNUAL MEMBERSHIP FEE 95 0 0 95 INVESTMENT FEES 11599 11734 0 0 FEDERAL EXCISE TAX