THE WILLIAM J AND BARBARA A SCHMIDT FAMILY FOUNDATION INC

Address
4455 W LAWRENCE ST
APPLETON, WI 54914
Contact
Phone: +1 (920) 830-1290
Nonprofit
NTEE: J99 - Employment, Job Related N.E.C.
EIN: 39-1869271

Mission

TO PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS AS DETERMINED BY THE BOARD OF DIRECTORS.
 20172016201520142013
Basic features of the organization
Year of formation1997
Subsection code03
PF filing required0    
Metropolitan statistical area0460
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Sum of reportable (W2/1099) compensation$0.00$0.00$0.00$0.00$0.00
Number of employees00000
Number of people compensated >$100k00000
Number of volunteers1010111010
Number of highly compensated contractors0000 
Personnel
Evans, Mary
TitleDIRECTORDIRECTORDIRECTOR  
Name of key/compensated personMARY EVANSMARY EVANSMARY EVANS  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org0.500.500.50  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Kath, Larry
Title  PAST DIRECTORDIRECTORDIRECTOR
Name of key/compensated person  LARRY KATHLARRY KATHLARRY KATH
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  0.500.500.50
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Kuper, Stephen
TitleDIRECTORDIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personSTEPHEN KUPERSTEPHEN KUPERSTEPHEN KUPERSTEPHEN KUPERSTEPHEN KUPER
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Schmidt, Barbara
TitlePRESIDENT AND DIRECTORPRESIDENT AND DIRECTORPRESIDENT AND DIRECTORPRESIDENT AND DIRECTORPRESIDENT AND DIRECTOR
Name of key/compensated personBARBARA SCHMIDTBARBARA SCHMIDTBARBARA SCHMIDTBARBARA SCHMIDTBARBARA SCHMIDT
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Schmidt, Sarah
TitleVICE PRESIDENT/SECRETARYVICE PRESIDENT/SECRETARYVICE PRESIDENT/SECRETARYVICE PRESIDENT/SECRETARYVICE PRESIDENT/SECRETARY
Name of key/compensated personSARAH SCHMIDTSARAH SCHMIDTSARAH SCHMIDTSARAH SCHMIDTSARAH SCHMIDT
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Wise, Michael
TitleTREASURER AND DIRECTORTREASURER AND DIRECTORTREASURER AND DIRECTORTREASURER AND DIRECTORTREASURER AND DIRECTOR
Name of key/compensated personMICHAEL WISEMICHAEL WISEMICHAEL WISEMICHAEL WISEMICHAEL WISE
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Purpose: mission, activities, & accomplishments
Mission or significant activitiesPROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS AS DETERMINED BY THE BOARD OF DIRECTORS.PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS AS DETERMINED BY THE BOARD OF DIRECTORS.PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS AS DETERMINED BY THE BOARD OF DIRECTORS.PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS AS DETERMINED BY THE BOARD OF DIRECTORS.PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS AS DETERMINED BY THE BOARD OF DIRECTORS.
Program service expenses, total$566,312.00$478,128.00$405,862.00$370,650.00$243,579.00
Programs, including revenue & expenses
PROVIDED APPROXIMATELY 90 GRANTS TO 53 CHARITABLE ORGANIZATIONS.
Program expenses$566,312.00$478,128.00$405,862.00$370,650.00$243,579.00
Grants and allocations made$554,073.00$467,739.00$396,326.00$363,698.00$237,724.00
Program descriptionPROVIDED APPROXIMATELY 90 GRANTS TO 53 CHARITABLE ORGANIZATIONS.PROVIDED APPROXIMATELY 80 GRANTS TO 49 CHARITABLE ORGANIZATIONS.PROVIDED APPROXIMATELY 60 GRANTS TO 40 CHARITABLE ORGANIZATIONS.PROVIDED APPROXIMATELY 50 GRANTS TO 40 CHARITABLE ORGANIZATIONS.PROVIDED APPROXIMATELY 45 GRANTS TO 40 CHARITABLE ORGANIZATIONS.
Financial data
Revenue
Total revenue$2,106,152.00$1,155,062.00$856,524.00$889,516.00$531,967.00
Revenue from contributions (total)$1,970,274.00$1,132,807.00$540,823.00$793,675.00$456,228.00
Revenue from noncash contributions$1,920,990.00$1,132,807.00$540,823.00$793,675.00$456,228.00
Investment income, current yr$135,878.00$22,255.00$315,701.00$95,841.00$75,739.00
Total revenue from grants, etc., current yr$1,970,274.00$1,132,807.00$540,823.00$793,675.00$456,228.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$0.00$0.00$0.00$0.00$0.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Program service revenue (total) $0.00$0.00$0.00$0.00
Gross receipts$4,905,084.00$3,035,667.00$2,342,131.00$1,668,845.00$1,343,670.00
Sources of contributions
Contributions from related organizations$48,580.00    
Revenue from all other contributions$1,921,694.00$1,132,807.00$540,823.00$793,675.00$456,228.00
Other types of revenue
Income from dividends, interest, and similar investments$79,391.00$65,288.00$62,692.00$51,995.00$45,722.00
Net rental income $0.00$0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$598,272.00$510,844.00$435,577.00$393,817.00$261,938.00
Total functional expenses: program service $566,312.00$478,128.00$405,862.00$370,650.00$243,579.00
Total functional expenses: management and general$31,960.00$32,716.00$29,715.00$23,167.00$18,359.00
Total functional expenses: fundraising$0.00$0.00$0.00$0.00$0.00
Fees for services
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
General management fees (total)$23,280.00$20,452.00$18,460.00$13,178.00$11,438.00
Investment management fees (total)$19,338.00$22,182.00$20,049.00$16,066.00$12,344.00
Assets and liabilities
Total assets$6,855,054.00$4,432,115.00$3,995,021.00$3,638,269.00$2,537,095.00
Total assets, beginning of year$4,432,115.00$3,995,021.00$3,638,269.00$2,537,095.00$2,056,184.00
Total liabilities$132,006.00$124,876.00$102,588.00$60,672.00$6,774.00
Total liabilities, beginning of year$124,876.00$102,588.00$60,672.00$6,774.00$21,033.00
Unrestricted net assets, end of yr$6,723,048.00$4,307,239.00$3,892,433.00$3,577,597.00$2,530,321.00
Net assets$6,723,048.00$4,307,239.00$3,892,433.00$3,577,597.00$2,530,321.00
Net assets, beginning of year$4,307,239.00$3,892,433.00$3,577,597.00$2,530,321.00$2,035,151.00
Investments: publicly traded securities$6,854,013.00$4,430,319.00$3,993,211.00$3,636,246.00$2,534,709.00
Grants payable$132,006.00$124,876.00$102,588.00$60,672.00$6,774.00
Other financial variables
Revenue less expenses$1,507,880.00$644,218.00$420,947.00$495,699.00$270,029.00
Savings & temp cash investment$1,041.00$1,796.00$1,810.00$2,023.00$2,386.00
Total net assets or fund balances$6,723,048.00$4,307,239.00$3,892,433.00$3,577,597.00$2,530,321.00
Governance and accountability
Number of voting members55555
Number of independent voting members55555
Financial sheets auditedTrueTrueTrueTrueTrue
Audit on consolidated basisTrueTrueTrueTrueTrue
Relationships among key personnelTrueTrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-07-012015-07-012014-07-012013-07-012012-07-01
Tax year end date2017-06-012016-06-012015-06-012014-06-012013-06-01
Indicators for schedules (selected)
Grants to domestic org/gov't >$5kTrueTrueTrueTrueTrue
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2018-03-012017-04-182016-01-072014-11-202014-01-31
IRS schema version2016v3.02015v2.12014v5.02013v3.02012v2.1
Filing identifier201800089349300230201613499349300976201502999349301130201422899349300812201313579349300631
Use these data in your project Benchmark this organization against its peers