2012-11-09T12:53:11-06:00 2012-06-30 391173131 SCHENCK SC 200 E WASHINGTON ST PO BOX 1739 APPLETON WI 549121739 990 2011-07-01 391869271 THE WILLIAM J AND BARBARA A SCHMIDT FAMILY FOUNDATION INC WILL 9208301290 PO BOX 563 APPLETON WI 549120563 MICHAEL WISE 9208301290 2012-11-07 1 MIKE VANDEN HOGEN P00499282 9207318111 2011 2016-02-24 21:20:13Z BARBARA SCHMIDT PO BOX 563 APPLETON WI 549120563 1093306 0 X N/A X 1997 WI PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS AS DETERMINED BY THE BOARD OF DIRECTORS. 5 5 0 8 0 0 354846 271735 0 0 23778 61425 0 0 378624 333160 196268 312107 0 0 0 0 0 0 0 21278 22651 217546 334758 161078 -1598 2140360 2056184 0 21033 2140360 2035151 TO PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS AS DETERMINED BY THE BOARD OF DIRECTORS. 0 0 317984 312107 PROVIDED APPROXIMATELY 53 GRANTS TO 36 CHARITABLE ORGANIZATIONS. 317984 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X TERRI TOWLE 9208301290 4455 W LAWRENCE ST APPLETON WI 54912 X SARAH SCHMIDT 1.00 X X 0 0 0 BARBARA SCHMIDT 1.00 X X 0 0 0 LARRY KATH 0.50 X 0 0 0 MICHAEL WISE 1.00 X X 0 0 0 STEPHEN KUPER 0.50 X 0 0 0 0 0 0 0 0 0 0 0 271735 271735 271735 37322 37322 784249 760146 24103 24103 24103 333160 0 0 61425 312107 312107 11596 5798 5798 10791 10791 113 113 151 79 72 334758 317984 16774 0 2576 2457 2087031 2053727 50753 0 2140360 2056184 0 21033 0 21033 X 2140360 2035151 2140360 2035151 2140360 2056184 X -1598 -103611 X 0 1 1 X 0 X X X 0 0 0 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 391548450 8 1 1 1 58496 1 58496 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4 1 29575 242160 175357 136750 158113 1877038 1 1 0 1 CHIARAVALLE MONTESSORI SCHOOL 425 DEMPSTER STREET EVANSTON IL 60201 362580506 501(C)3 24500 EDUCATION CHICAGO CUBS CHARITIES 1060 WEST ADDISON STREET CHICAGO IL 60613 363443543 501(C)3 13000 PHILANTHROPY; VOLUNTARISM CHICAGO JESUIT ACADEMY 5058 WEST JACKSON BLVD CHICAGO IL 606444324 202091040 501(C)3 48000 RELIGION RELATED CHILDREN'S MEMORIAL HOSPITAL FOUNDATION 2300 CHILDRENS MEMORIAL PLAZA BOX 4 4 CHICAGO IL 606143394 363357006 501(C)3 15000 HEALTH CARE COTS PO BOX 1645 APPLETON WI 549121645 391913179 501(C)3 56000 HOUSING & SHELTER DOMINICAN MISSION FOUNDATION PO BOX 15367 SAN FRANCISCO CA 941150367 943086454 501(C)3 7750 RELIGION RELATED FOX VALLEY WARMING SHELTER INC PO BOX 1261 APPLETON WI 549121261 261887706 501(C)3 6000 HUMAN SERVICES HOLY FAMILY PARISH 8750 COUNTY ROAD J WOODRUFF WI 54568 363390762 501(C)3 6000 RELIGION RELATED HOWARD YOUNG HEALTH CARE FOUNDATION INC PO BOX 470 WOODRUFF WI 54568 391521169 501(C)3 10000 HUMAN SERVICES MARQUETTE UNIVERSITY FINANCIAL AID OFFICE PO BOX 1881 MILWAUKEE WI 532011881 390806251 501(C)3 15000 EDUCATION NATIONAL CENTER FOR LESBIAN RIGHTS 870 MARKET ST SUITE 570 SAN FRANCISCO CA 94102 943086885 501(C)3 20000 CIVIL RIGHTS, SOCIAL ACTION & ADVOCACY ST KATHERINE DREXEL PARISH 119 WEST SEVENTH STREET KAUKAUNA WI 54130 391035889 501(C)3 11000 RELIGION RELATED COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION PO BOX 563 APPLETON WI 549120563 391548450 501(C)3 46900 PHILANTHROPY; VOLUNTARISM VALLEY KIDS FOUNDATION INC 128 NORTH DURKEE APPLETON WI 54911 391733909 501(C)3 5700 YOUTH DEVELOPMENT 14 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: 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. X 5 271735 STOCK PRICE @ DONATION D 0 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): IN TOTAL 5 CONTRIBUTIONS WERE RECEIVED FROM 2 CONTRIBUTORS. 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 11 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 54912-0563 -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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -103,611. FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION DOES NOT COMPENSATE A CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OFFICER OR KEY EMPLOYEE. COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC PO BOX 563 APPLETON WI 549120563 391548450 SERVE A RANGE OF PHILANTHROPICAL INTEREST BENEFITING THE FV AREA WI 501(C)(3) 8 N/A 0 MIELKE FAMILY FOUNDATION INC PO BOX 563 APPLETON WI 549120563 396074258 ENHANCE THE QUALITY OF LIFE FOR COMMUNITY RESIDENTS WI 501(C)(3) 11-1 CFFVR INC 0 DOUG & CARLA SALMON FOUNDATION INC PO BOX 563 APPLETON WI 549120563 820566250 ENHANCE THE QUALITY OF LIFE FOR COMMUNITY RESIDENTS WI 501(C)(3) 11-1 CFFVR INC 0 APPLETON EDUCATION FOUNDATION INC PO BOX 563 APPLETON WI 549120563 391866090 ENHANCE THE QUALITY OF LIFE FOR COMMUNITY RESIDENTS WI 501(C)(3) 11-1 CFFVR INC 0 COMMUNITY REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC PO BOX 563 APPLETON WI 549120563 200875816 ENHANCE THE QUALITY OF LIFE FOR COMMUNITY RESIDENTS WI 501(C)(3) 11-1 CFFVR INC 0 MYRA M AND ROBERT L VANDEHEY FOUNDATION LTD PO BOX 563 APPLETON WI 549120563 391649245 ENHANCE THE QUALITY OF LIFE FOR COMMUNITY RESIDENTS WI 501(C)(3) 11-1 CFFVR INC 0 WOMEN'S FUND FOR THE FOX VALLEY REGION INC PO BOX 563 APPLETON WI 549120563 203096562 ENHANCE THE QUALITY OF LIFE FOR COMMUNITY RESIDENTS WI 501(C)(3) 11-1 CFFVR INC 0 ROBERT AND PATRICIA ENDRIES FAMILY FOUNDATION LTD PO BOX 563 APPLETON WI 549120563 203896774 ENHANCE THE QUALITY OF LIFE FOR COMMUNITY RESIDENTS WI 501(C)(3) 11-1 CFFVR INC 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0