WILLIAM J & BARBARA A SCHMIDT FAMILY FOUNDATION INC: Form 990, tax year 2016
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- Organization
- WILLIAM J & BARBARA A SCHMIDT FAMILY FOUNDATION INC (EIN 39-1869271)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-01-08
- IRS object ID
- 201800089349300230
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-08T11:24:20-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391173131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHENCK SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E WASHINGTON ST PO BOX 1739 | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 549121739 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391869271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM J AND BARBARA A SCHMIDT | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 9208301290 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 W LAWRENCE ST | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54914 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL WISE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9208301290 | PhoneNum |
| Signature | 2017-12-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKE VANDEN HOGEN | PreparerPersonNm |
| PTIN | P00499282 | PTIN |
| Phone | 9207318111 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.142.163.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-12-19 | IPDt |
| IP Tm | 08:09:23 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A2332E9BA041B4FC086FC95AEC67015C51811E2D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A2332E9BA041B4FC086FC95AEC67015C51811E2D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BARBARA SCHMIDT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 W LAWRENCE ST | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54914 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,905,084 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS AS DETERMINED BY THE BOARD OF DIRECTORS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,132,807 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,970,274 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $22,255 | PYInvestmentIncomeAmt |
| CY Investment Income | $135,878 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,155,062 | PYTotalRevenueAmt |
| CY Total Revenue | $2,106,152 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $467,739 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $554,073 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $43,105 | PYOtherExpensesAmt |
| CY Other Expenses | $44,199 | CYOtherExpensesAmt |
| PY Total Expenses | $510,844 | PYTotalExpensesAmt |
| CY Total Expenses | $598,272 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $644,218 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,507,880 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,432,115 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,855,054 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $124,876 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $132,006 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,307,239 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,723,048 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS AS DETERMINED BY THE BOARD OF DIRECTORS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $566,312 | ExpenseAmt |
| Grant | $554,073 | GrantAmt |
| Desc | PROVIDED APPROXIMATELY 90 GRANTS TO 53 CHARITABLE ORGANIZATIONS. | Desc |
| Total Program Service Expenses | $566,312 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRI TOWLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9208301290 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 W LAWRENCE ST | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54914 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SARAH SCHMIDT | ||||||
| VICE PRESIDENT/SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARBARA SCHMIDT | ||||||
| PRESIDENT AND DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL WISE | ||||||
| TREASURER AND DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEPHEN KUPER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARY EVANS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $48,580 | RelatedOrganizationsAmt |
| All Other Contributions | $1,921,694 | AllOtherContributionsAmt |
| Noncash Contributions | $1,920,990 | NoncashContributionsAmt |
| Total Contributions | $1,970,274 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,391 | TotalRevenueColumnAmt |
| Exclusion | $79,391 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,855,419 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,798,932 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $56,487 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,487 | TotalRevenueColumnAmt |
| Exclusion | $56,487 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,106,152 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $135,878 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,073 | TotalAmt |
| Program Services | $554,073 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,280 | TotalAmt |
| Program Services | $11,640 | ProgramServicesAmt |
| Management And General | $11,640 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,338 | TotalAmt |
| Management And General | $19,338 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,581 | TotalAmt |
| Program Services | $599 | ProgramServicesAmt |
| Management And General | $982 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $598,272 | TotalAmt |
| Program Services | $566,312 | ProgramServicesAmt |
| Management And General | $31,960 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,796 | BOYAmt |
| EOY | $1,041 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,430,319 | BOYAmt |
| EOY | $6,854,013 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,432,115 | BOYAmt |
| EOY | $6,855,054 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,876 | BOYAmt |
| EOY | $132,006 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,876 | BOYAmt |
| EOY | $132,006 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,307,239 | BOYAmt |
| EOY | $6,723,048 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,307,239 | BOYAmt |
| EOY | $6,723,048 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,432,115 | BOYAmt |
| EOY | $6,855,054 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,507,880 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $882,929 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $25,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391548450 | EIN |
| Organization Type | 8 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $80,280 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $80,280 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 5 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 1 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $404,300 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,565,974 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $308,393 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $245,680 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $429,877 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $6,293,171 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (23 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ANN & ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO FDN | ||||||||
| 2300 CHILDRENS MEMORIAL PLAZA BOX 4 | 4 | CHICAGO | IL | 606143394 | 362170833 | 501C3 | $25,000 | SPECIALTY HOSPITALS |
| CASA ESTHER | ||||||||
| 107 SOUTH WEBSTER AVENUE | OMRO | WI | 54963 | 262572419 | 501C3 | $15,000 | HUMAN SERVICE ORGANIZATIONS | |
| CATALPA HEALTH | ||||||||
| 444 NORTH WESTHILL BLVD | APPLETON | WI | 54914 | 454681563 | 501C3 | $20,000 | PEDIATRICS | |
| CHIARAVALLE MONTESSORI SCHOOL | ||||||||
| 425 DEMPSTER ST | EVANSTON | IL | 60201 | 362580506 | 501C3 | $20,000 | PRESCHOOLS | |
| CHICAGO CUBS CHARITIES | ||||||||
| 1060 WEST ADDISON STREET | CHICAGO | IL | 60613 | 363443543 | 501C3 | $10,000 | YOUTH AND FAMILIES IN NEED | |
| CHICAGO JESUIT ACADEMY | ||||||||
| 5058 WEST JACKSON BLVD | CHICAGO | IL | 606444324 | 202091040 | 501C3 | $80,000 | ROMAN CATHOLIC | |
| COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC | ||||||||
| 4455 W LAWRENCE STREET | APPLETON | WI | 54914 | 391548450 | 501C3 | $57,000 | PHILANTHROPY | |
| COTS | ||||||||
| PO BOX 1645 | APPLETON | WI | 549121645 | 391913179 | 501C3 | $15,000 | TEMPORARY HOUSING | |
| DOWN SYNDROME ASSOCIATION OF WISCONSIN - FOX CITIES | ||||||||
| 211 EAST FRANKLIN STREET | APPLETON | WI | 54911 | 391681338 | 501C3 | $26,300 | DOWN SYNDROME | |
| FOX CITIES PERFORMING ARTS CENTER | ||||||||
| 400 W COLLEGE AVE | APPLETON | WI | 54911 | 391977839 | 501C3 | $10,000 | PERFORMING ARTS CENTERS | |
| FOX VALLEY WARMING SHELTER INC | ||||||||
| PO BOX 1261 | APPLETON | WI | 549121261 | 261887706 | 501C3 | $15,000 | HOMELESS CENTERS | |
| HARBOR HOUSE DOMESTIC ABUSE PROGRAMS | ||||||||
| 720 WEST FIFTH STREET | APPLETON | WI | 54914 | 391870927 | 501C3 | $11,000 | EMPLOYMENT PREPARATION & PROCUREMENT | |
| HOMELESS CONNECTIONS | ||||||||
| 400 N DIVISION STREET | APPLETON | WI | 54911 | 391447152 | 501C3 | $7,650 | HOMELESS SHELTERS | |
| KENYA WORKS INC | ||||||||
| PO BOX 1572 | APPLETON | WI | 54912 | 050623727 | 501C3 | $48,133 | FUND RAISING & FUND DISTRIBUTION | |
| LEAVEN INC | ||||||||
| 1475 OPPORTUNITY WAY | MENASHA | WI | 54952 | 391572168 | 501C3 | $12,000 | HUMAN SERVICE ORGANIZATIONS | |
| NORTH SHORE COUNTRY DAY SCHOOL | ||||||||
| 310 GREEN BAY ROAD | WINNETKA | IL | 60093 | 361558460 | 501C3 | $15,000 | ELEMENTARY & SECONDARY SCHOOLS | |
| REACH COUNSELING SERVICES INC | ||||||||
| 1509 SOUTH COMMERCIAL STREET | NEENAH | WI | 54956 | 391292277 | 501C3 | $16,335 | SEXUAL ABUSE PREVENTION | |
| ST FRANCIS XAVIER CATHOLIC SCHOOL SYSTEM | ||||||||
| 101 E NORTHLAND AVENUE | APPLETON | WI | 54911 | 752975177 | 501C3 | $16,000 | EDUCATION | |
| ST KATHARINE DREXEL PARISH | ||||||||
| 119 WEST SEVENTH STREET | KAUKAUNA | WI | 54130 | 391035889 | 501C3 | $6,000 | ROMAN CATHOLIC | |
| ST PAUL ELDER SERVICES INC | ||||||||
| 316 EAST 14TH STREET | KAUKAUNA | WI | 54130 | 391029149 | 501C3 | $9,000 | RESIDENTIAL CARE & ADULT DAYCARE | |
| US VENTURE ASSOCIATES CARING TOGETHER FUND INC | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | 475297306 | 501C3 | $30,000 | FUND RAISING & FUND DISTRIBUTION | |
| WISCONSIN NICARAGUA PARTNERS | ||||||||
| ROOM 129 NELSON HALL UWSP 1209 | FREEMONT STREET | STEVENS POINT | WI | 54481 | 396099827 | 501C3 | $6,000 | VOLUNTARISM PROMOTION |
| YOUTH ORGANIZATION UMBRELLA INC | ||||||||
| 1027 SHERMAN AVENUE | EVANSTON | IL | 60202 | 362734966 | 501C3 | $20,000 | CHILDREN & YOUTH SERVICES | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 23 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT RECIPIENTS ARE EXPECTED TO ABIDE BY THE TERMS AND CONDITIONS SET FORTH IN OUR GRANT APPLICATION AND GRANT AGREEMENT, INCLUDING SUBMISSION OF PROGRESS OR FINAL REPORTS AS DEEMED APPROPRIATE BY INDIVIDUAL GRANTMAKING COMMITTEES. ELIGIBILITY FOR FUTURE FUNDING IS CONTINGENT UPON CHARITABLE ORGANIZATIONS' MEETING THESE TERMS AND CONDITIONS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,920,990 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV @ DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | IN TOTAL 8 CONTRIBUTIONS WERE RECEIVED FROM 3 CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SARAH SCHMIDT AND BARBARA SCHMIDT HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS CONSIST OF TWO CLASSES: APPOINTED DIRECTORS AND ELECTED DIRECTORS. THE NUMBER OF APPOINTED DIRECTORS SHALL AT ALL TIMES BE AT LEAST ONE MORE THAN THE NUMBER OF ELECTED DIRECTORS. THE APPOINTED DIRECTORS ARE APPOINTED BY THE BOARD OF DIRECTORS OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. OR DULY-AUTHORIZED COMMITTEE OF THE COMMUNITY FOUNDATION. THE COMMUNITY FOUNDATION IS THE SUPPORTED ORGANIZATION OF THE WILLIAM J AND BARBARA A SCHMIDT FAMILY FOUNDATION, INC. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOUNDATION'S FORM 990 IS PREPARED BY THE CPA FIRM COMPLETING THE ANNUAL AUDIT OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. THE VICE PRESIDENT - FINANCE AND ADMINISTRATION FOR THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. REVIEWS IT FOR REASONABLENESS. THE BOARD OF DIRECTORS WILL APPROVE THE FORM 990 FOR FILING AT A REGULARLY SCHEDULED MEETING BETWEEN OCTOBER AND FEBRUARY OF EACH FISCAL YEAR OR BY EMAIL POLL. THE BOARD PRESIDENT OR ANOTHER OFFICER SIGNS THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, THE DIRECTORS OF THE FOUNDATION ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT DESCRIBING THEIR RELATIONSHIPS AND THEIR FAMILY RELATIONSHIPS WITH OTHER ENTITIES DOING BUSINESS WITH THE FOUNDATION AND ALL RELATED ORGANIZATIONS. WHEN THE BOARD CONSIDERS A GRANT FOR APPROVAL, A DIRECTOR SHALL BE DEEMED TO HAVE ABSTAINED AS TO THAT PORTION OF THE GRANT REQUEST WHICH AFFECTS ANY ENTITY NOTED ON THAT DIRECTOR'S CONFLICT OF INTEREST STATEMENT |
| FORM 990, PART VI, SECTION C, LINE 19 | REQUESTS FOR THE FOLLOWING DOCUMENTS CAN BE SENT TO: EXECUTIVE ASSISTANT COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. 4455 W. LAWRENCE ST. APPLETON, WI 54914 -APPLICATION FOR RECOGNITION OF EXEMPTION UNDER SECTION 501(C)(3)(FORM 1023) -IRS DETERMINATION LETTER -ARTICLES AND BY-LAWS -CONFLICT OF INTEREST POLICY THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC. (SUPPORTED ORGANIZATION) PUBLISHES ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS, ANNUAL REPORT AND COMPETITIVE GRANT GUIDELINES, WHICH INCLUDES THE WILLIAM J AND BARBARA A SCHMIDT FAMILY FOUNDATION, INC., ON ITS WEBSITE AT WWW.CFFOXVALLEY.ORG. |
| FORM 990, PART XI, LINE 9: | GRANT RETURNS 25,000. |
| FORM 990, PART VI, SECTION B, LINE 15: | THE ORGANIZATION DOES NOT COMPENSATE A CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OFFICER OR KEY EMPLOYEE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC | |||||||||||
| 4455 W LAWRENCE ST | APPLETON | WI | 54914 | 391548450 | SERVE A RANGE OF PHILANTHROPICAL INTEREST BENEFITING THE FV AREA | WI | 501(C)(3) | 8 | N/A | 0 | |
| MIELKE FAMILY FOUNDATION INC | |||||||||||
| 4455 W LAWRENCE ST | APPLETON | WI | 54914 | 396074258 | ENHANCE THE QUALITY OF LIFE FOR COMMUNITY RESIDENTS | WI | 501(C)(3) | 12-1 | 0 | CFFVR INC | |
| DOUG & CARLA SALMON FOUNDATION INC | |||||||||||
| 4455 W LAWRENCE ST | APPLETON | WI | 54914 | 820566250 | ENHANCE THE QUALITY OF LIFE FOR COMMUNITY RESIDENTS | WI | 501(C)(3) | 12-1 | 0 | CFFVR INC | |
| APPLETON EDUCATION FOUNDATION INC | |||||||||||
| 122 E COLLEGE AVE SUITE 1-B | APPLETON | WI | 54911 | 391866090 | ENHANCE THE QUALITY OF LIFE FOR COMMUNITY RESIDENTS | WI | 501(C)(3) | 12-1 | 0 | CFFVR INC | |
| COMMUNITY REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC | |||||||||||
| 4455 W LAWRENCE ST | APPLETON | WI | 54914 | 200875816 | ENHANCE THE QUALITY OF LIFE FOR COMMUNITY RESIDENTS | WI | 501(C)(3) | 12-1 | 0 | CFFVR INC | |
| MYRA M AND ROBERT L VANDEHEY FOUNDATION LTD | |||||||||||
| 4455 W LAWRENCE ST | APPLETON | WI | 54914 | 391649245 | ENHANCE THE QUALITY OF LIFE FOR COMMUNITY RESIDENTS | WI | 501(C)(3) | 12-1 | 0 | CFFVR INC | |
| WOMEN'S FUND FOR THE FOX VALLEY REGION INC | |||||||||||
| 4455 W LAWRENCE ST | APPLETON | WI | 54914 | 203096562 | ENHANCE THE QUALITY OF LIFE FOR COMMUNITY RESIDENTS | WI | 501(C)(3) | 12-1 | 0 | CFFVR INC | |
| ROBERT AND PATRICIA ENDRIES FAMILY FOUNDATION LTD | |||||||||||
| 4455 W LAWRENCE ST | APPLETON | WI | 54914 | 203896774 | ENHANCE THE QUALITY OF LIFE FOR COMMUNITY RESIDENTS | WI | 501(C)(3) | 12-1 | 0 | CFFVR INC | |
| THE BOLDT FAMILY FUND INC | |||||||||||
| 4455 W LAWRENCE ST | APPLETON | WI | 54914 | 812176525 | ENHANCE THE QUALITY OF LIFE FOR COMMUNITY RESIDENTS | WI | 501(C)(3) | 12-1 | 0 | CFFVR INC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |