2024-07-25T16:24:49-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 3850 N ALVIN STREET PO BOX 2459 APPLETON WI 549122459 990PF 2023-01-01 391540933 US VENTURESCHMIDT FAMILY FOUNDATION USVE 9208318818 425 BETTER WAY APPLETON WI 54915 AMBER SIMONDS TREASURER 9208318818 2024-07-24 1 AMBER SIMONDS 999009999 1 CHAD DERENNE CPA P00973948 9207337385 2024-07-24 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 7525829 X 4600000 146227 146227 109420 5855951 109420 4855647 255647 0 0 0 3800 2000 1800 26248 26248 0 3401 3401 0 873 0 873 34322 31649 2673 4325315 4325315 4359637 31649 4327988 496010 223998 135215 852659 852659 1604891 220547 220547 2707222 3540039 4921692 1196907 1527000 1530931 5644235 6140245 7525829 0 0 X 0 0 0 0 5644235 6140245 5644235 6140245 5644235 6140245 5644235 496010 0 6140245 0 6140245 PUBLICLY TRADED SECURITIES 5850948 5746531 104417 104417 CAPITAL GAINS DIVIDENDS P 5003 5003 5003 109420 3114 0 3114 0 3114 10362 0 0 0 10362 0 7248 7248 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 WWW.USVENTURE.COM/GIVING-BACK/ AMBER SIMONDS 9202435872 425 BETTER WAY APPLETON WI 54915 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 AMBER SIMONDS 425 BETTER WAY APPLETON WI 54915 PRESIDENT 1.00 0 0 0 DAN POSANSKI 425 BETTER WAY APPLETON WI 54915 VICE PRESIDENT 1.00 0 0 0 SARAH JOHANNSEN 425 BETTER WAY APPLETON WI 54915 TREASURER 1.00 0 0 0 GREG BONGERS 425 BETTER WAY APPLETON WI 54915 BOARD MEMBER 0.10 0 0 0 MIKE BONGERS 425 BETTER WAY APPLETON WI 54915 BOARD MEMBER 0.10 0 0 0 BILL KESSENICH 425 BETTER WAY APPLETON WI 54915 BOARD MEMBER 0.10 0 0 0 MIKE KOEL 425 BETTER WAY APPLETON WI 54915 BOARD MEMBER 0.10 0 0 0 KATE KESSENICH 425 BETTER WAY APPLETON WI 54915 BOARD MEMBER 0.10 0 0 0 JOSE MATA 425 BETTER WAY APPLETON WI 54915 BOARD MEMBER 0.10 0 0 0 BRETT WETZEL 425 BETTER WAY APPLETON WI 54915 BOARD MEMBER 0.10 0 0 0 JIMMY SCHMIDT 425 BETTER WAY APPLETON WI 54915 BOARD MEMBER 0.10 0 0 0 GREG VANDENBERG 425 BETTER WAY APPLETON WI 54915 BOARD MEMBER 0.10 0 0 0 JACKIE SHARKEY 425 BETTER WAY APPLETON WI 54915 SECRETARY 1.00 0 0 0 BRIAN RHODES 425 BETTER WAY APPLETON WI 54915 BOARD MEMBER 0.10 0 0 0 PARKER WOLF 425 BETTER WAY APPLETON WI 54915 BOARD MEMBER 0.10 0 0 0 ANDREW FINKELSTEIN 425 BETTER WAY APPLETON WI 54915 BOARD MEMBER 0.10 0 0 0 TONY SPRINGER 425 BETTER WAY APPLETON WI 54915 BOARD MEMBER 0.10 0 0 0 SANGEETA EDWIN 425 BETTER WAY APPLETON WI 54915 BOARD MEMBER 0.10 0 0 0 NONE 0 NONE 0 0 5964173 606559 0 6570732 0 0 6570732 98561 6472171 323609 323609 3114 3114 320495 0 320495 0 320495 4327988 0 4327988 320495 0 0 1245961 1619669 1141635 1766879 3686933 9461077 4327988 0 0 0 320495 4007493 0 0 13468570 0 0 0 0 0 0 1245961 12222609 1619669 1141635 1766879 3686933 4007493 AMBER SIMONDS DAN POSANSKI SARAH JOHANNSEN APPLICATIONS MUST BE SUBMITTED ONLI 425 BETTER WAY APPLETON WI 54915 9202435806 FOUNDATION@USVENTURE.COM 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 SEE WEBPAGE FOR DEADLINES IN JANUARY, APRIL, AUGUST, AND OCTOBER 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 APPLICATIONS MUST BE SUBMITTED ONLI 425 BETTER WAY APPLETON WI 54915 9202435806 FOUNDATION@USVENTURE.COM 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. SEE WEBPAGE FOR DEADLINES IN JANUARY, APRIL, AUGUST, AND OCTOBER 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. 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STREETS AND POOR FAMILIES IN THE SLUMS 550000 NONE KNOWN VARIOUS 2023-12-31 ALL FUNDS WERE DISBURSED FOR THE CHARITABLE PURPOSE INTENDED WITH NO KNOWN DIVERSIONS. BMO HARRIS [4018] - FIXED INCOME 1527000 1530931 BMO HARRIS [4018] - REITS 79760 82431 BMO HARRIS [4018] - COMMON STOCKS 1775964 2811882 BMO HARRIS [4018] - EMERGING MARKETS 277151 287197 BMO HARRIS [4018] - US EQUITY 508991 741824 BMO HARRIS [4018] - INTERNATIONAL DEVELOPED 898173 998358 BANK CHARGES 873 0 873 INVESTMENT MANAGEMENT FEES 26248 26248 0 FOREIGN TAXES 3401 3401 0