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COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC (EIN 39-1548450)
Tax period
2010-07-01 to 2011-06-30
Filed
2011-12-15
IRS object ID
201143499349300609
Schema version
2010v3.4
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

FieldValueIRS element (for citing)
Timestamp2011-12-15T09:27:52-06:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHENCK SCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1200 E WASHINGTON ST PO BOX 1739AddressLine1
CityAPPLETONCity
StateWIState
ZIP Code549121739ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN391548450EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION FOR THE FOX VALLEYBusinessNameLine1
Business Name Line2REGION INCBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlCOMMNameControl
Phone9208301290Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 563AddressLine1
CityAPPLETONCity
StateWIState
ZIP Code549120563ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOHN BYKOWSKIName
TitleDIRECTOR AND CHAIRTitle
Phone9208301290Phone
Date Signed2011-11-28DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMIKE VANDEN HOGENName
Phone9207318111Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonCURT DETJENNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1PO BOX 563AddressLine1
CityAPPLETONCity
StateWIState
ZIP Code549120563ZIPCode
FieldValueIRS element (for citing)
Gross Receipts116893046GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.CFFOXVALLEY.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1986YearFormation
State Legal DomicileWIStateLegalDomicile
Activity Or Mission DescriptionTO SERVE A BROAD RANGE OF PHILANTHROPIC INTERESTS BENEFITING THE FOX VALLEY.ActivityOrMissionDescription
Nbr Voting Members Governing Body24NbrVotingMembersGoverningBody
Nbr Independent Voting Members23NbrIndependentVotingMembers
Total Nbr Employees27TotalNbrEmployees
Total Nbr Volunteers125TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year9404659ContributionsGrantsPriorYear
Contributions Grants Current Year9958343ContributionsGrantsCurrentYear
Program Service Revenue Prior Year111815ProgramServiceRevenuePriorYear
Program Service Revenue CY263770ProgramServiceRevenueCY
Investment Income Prior Year5799099InvestmentIncomePriorYear
Investment Income Current Year7927877InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year15315573TotalRevenuePriorYear
Total Revenue Current Year18149990TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year10448206GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY9934115GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1401480SalariesEtcPriorYear
Salaries Etc Current Year1417096SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year316722TotalFundrsngExpCurrentYear
Other Expense Prior Year1310384OtherExpensePriorYear
Other Expenses Current Year1890593OtherExpensesCurrentYear
Total Expenses Prior Year13160070TotalExpensesPriorYear
Total Expenses Current Year13241804TotalExpensesCurrentYear
Revenues Less Expenses Prior Year2155503RevenuesLessExpensesPriorYear
Revenues Less Expenses CY4908186RevenuesLessExpensesCY
Total Assets BOY152957436TotalAssetsBOY
Total Assets EOY178397216TotalAssetsEOY
Total Liabilities BOY44586686TotalLiabilitiesBOY
Total Liabilities EOY49272261TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY108370750NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY129124955NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTO RECEIVE AND MANAGE PHILANTHROPIC ASSETS, TO MAKE PRUDENT, SENSITIVE AND CREATIVE GRANTS AND TO EXERCISE LEADERSHIP IN THE NONPROFIT AND PUBLIC SECTOR.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense10621366Expense
Grants9934115Grants
Revenue263770Revenue
DescriptionTHE FOUNDATION PROVIDED OVER $500,000 IN GRANTS FROM ITS UNRESTRICTED FUNDS THAT DIRECTLY ADDRESSED THE CHANGING NEEDS OF OUR REGION, PARTICULARLY THE NEED FOR NONPROFIT ORGANIZATIONS TO BETTER PLAN FOR AND BUILD INTERNAL ORGANIZATIONAL CAPACITY. THE FOUNDATION CONTINUED ITS PRIMARY FOCUS ON SUPPORTING DONORS WHO GIVE THROUGH DONOR ADVISED AND DESIGNATED FUNDS WHICH MADE UP $6.7MM OF TOTAL GRANTMAKING FOR THE YEAR; EMPHASIS CONTINUED TO SHIFT FROM RESPONSIVE CUSTOMER SERVICE TO PROACTIVE DONOR ENGAGEMENT, CONNECTING DONORS WITH CRITICAL COMMUNITY NEEDS TO MAINTAIN A STRONG QUALITY OF LIFE. THE HOME FORECLOSURE CRISIS WAS IDENTIFIED AS A KEY COMMUNITY CONCERN, WITH THE FOUNDATION PARTNERING WITH THE UNITED WAY AND REPRESENTATIVES FROM FOR-PROFIT, NON-PROFIT AND GOVERNMENT ENTITIES TO WORK THROUGH POSSIBLE SOLUTIONS. THE FOUNDATION IS A LEAD PARTNER IN THE COMMUNITY NEEDS AND OPPORTUNITIES STUDY, THE 2011 LIFE STUDY, A RESEARCH REPORT THAT WILL BE WIDELY USED BY FUNDERS, NON-PROFITS, GOVERNMENTS AND OTHER COMMUNITY GROUPS.Description
Total Program Service Expense10621366TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10969NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees27NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members24NbrVotingGoverningBodyMembers
Number Independent Voting Members23NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledWIStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1TERRI TOWLEBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number9208301290TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14455 W LAWRENCE STAddressLine1
CityAPPLETONCity
StateWIState
ZIP Code549120563ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (32 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
KAY ABEL - OCT 2010
PAST DIRECTOR0.50X000
JOYCE BYTOF - JUN 2012
SECRETARY AND VICE CHAIR0.50X000X
GREGG CURRY - OCT 2010
PAST CHAIR0.50X000X
TIM HIGGINS - JUN 2013
DIRECTOR0.50X000
C RAYMOND DURKEE - MAY 2011
PAST DIRECTOR AND VICE CHAIR0.50X000X
MIKE LOKENSGARD - JUN 2013
DIRECTOR0.50X000
DAVE VANDERZANDEN - JUN 2013
DIRECTOR0.50X000
ADALIA JANSEN - OCT 2010
PAST DIRECTOR0.50X000
MARK JOHANNSEN - OCT 2011
DIRECTOR0.50X000
MARY KABACINSKI - OCT 2011
DIRECTOR AND CHAIR0.50X000X
MARIE UHRICH - JUN 2012
DIRECTOR0.50X000
ROLAND STEPHENSON - JUN 2012
DIRECTOR0.50X000
MARNE KELLER-KRIKAVA - OCT 2011
DIRECTOR0.50X000
JOHN BYKOWSKI - JUN 2012
DIRECTOR0.50X000
PAUL HOFFMAN - JUN 2012
DIRECTOR0.50X000
ALAN ZIERLER - JUN 2013
DIRECTOR0.50X000
JACK RHODES - JUN 2012
DIRECTOR0.50X000
KATHRYN CORREIA - DEC 2011
DIRECTOR AND VICE CHAIR0.50X000X
NATALIE GEHRINGER MD - JUN 2013
DIRECTOR0.50X000
BARB MERRY - JUN 2013
DIRECTOR0.50X000
SARAH SCHMIDT - JUN 2013
DIRECTOR0.50X000
WILLIAM RAATHS - JUN 2012
DIRECTOR0.50X000
STEVE HOOYMAN - JUN 2012
DIRECTOR AND VICE CHAIR0.50X000X
KEITH DEPIES - JUN 2014
DIRECTOR AND TREASURER0.50X000X
YVETTE DUNLAP - JUN 2013
DIRECTOR0.50X000
JOHN HOGERTY - JUN 2012
DIRECTOR0.50X000
DEREK MCDERMOTT - JUN 2012
DIRECTOR0.50X000
JEFF WERNER - JUN 2012
DIRECTOR0.50X000
CURT DETJEN
PRESIDENT/CEO40.0017194907345X
TERRI TOWLE
VP FINANCE/ADMIN40.0011312404612X
CATHY MUTSCHLER
VP COMMUNITY ENGAGEMENT40.008948604444X
TAMMY WILLIAMS
VP MARKETING AND COMMUNICATION40.008521904084X
FieldValueIRS element (for citing)
Total Reportable Comp From Org459778TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation20485TotalOtherCompensation
Number Individuals GT100 K2NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (4 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
COLONIAL CONSULTING
750 THIRD AVENUE 20TH FLOORNEW YORKNY10017CONSULTING FEES153028
JP MORGAN
270 PARK AVENUENEW YORKNY10017INVESTMENT MGMT FEES133778
M&I BANK
PO BOX 1056APPLETONWI54912INVESTMENT MGMT FEES133644
FORESTER DIVERSIFIED
TWO SOUND VIEW DR THIRD FLGREENWICHCT06830INVESTMENT MGMT FEES108247
FieldValueIRS element (for citing)
Number Of Contractors GT100 K4NumberOfContractorsGT100K
Related Organizations337062RelatedOrganizations
All Other Contributions9621281AllOtherContributions
Noncash Contributions2466606NoncashContributions
Total Contributions9958343TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionADMINISTRATIVE FEE INCDescription
Business Code561000BusinessCode
Total Revenue Column263770TotalRevenueColumn
Related Or Exempt Function Income263770RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue263770TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2366682TotalRevenueColumn
Exclusion$2,366,682ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities104304251Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities98743056Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities5561195Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column5561195TotalRevenueColumn
Exclusion$5,561,195ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column18149990TotalRevenueColumn
Related Or Exempt Function Income263770RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$7,927,877ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total9327292Total
Program Services9327292ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total606823Total
Program Services606823ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total511901Total
Program Services107927ProgramServices
Management And General331959ManagementAndGeneral
Fundraising72015Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total642795Total
Program Services290339ProgramServices
Management And General242807ManagementAndGeneral
Fundraising109649Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total19179Total
Program Services9689ProgramServices
Management And General7146ManagementAndGeneral
Fundraising2344Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total156384Total
Program Services69428ProgramServices
Management And General58709ManagementAndGeneral
Fundraising28247Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total86837Total
Program Services32077ProgramServices
Management And General40880ManagementAndGeneral
Fundraising13880Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total60723Total
Management And General60723ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total1465329Total
Management And General1465329ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total4035Total
Management And General4035ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total63303Total
Program Services3181ProgramServices
Fundraising60122Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total47770Total
Program Services23164ProgramServices
Management And General19083ManagementAndGeneral
Fundraising5523Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total54944Total
Program Services24725ProgramServices
Management And General22527ManagementAndGeneral
Fundraising7692Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total33216Total
Program Services14947ProgramServices
Management And General13619ManagementAndGeneral
Fundraising4650Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total8345Total
Program Services3772ProgramServices
Management And General3409ManagementAndGeneral
Fundraising1164Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total7123Total
Program Services4028ProgramServices
Management And General2307ManagementAndGeneral
Fundraising788Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total50261Total
Program Services22617ProgramServices
Management And General20607ManagementAndGeneral
Fundraising7037Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total54840Total
Program Services45277ProgramServices
Management And General7129ManagementAndGeneral
Fundraising2434Fundraising

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
EDUCATION32153320745920
MISCELLANEOUS8551400633881157

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total13241804Total
Program Services10621366ProgramServices
Management And General2303716ManagementAndGeneral
Fundraising316722Fundraising
FieldValueIRS element (for citing)
Joint CostsXJointCosts

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY851951BOY
EOY1047035EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY841365BOY
EOY995819EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY7268BOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY79673BOY
EOY54000EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY18817BOY
EOY55876EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis479080LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec414451LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY93342BOY
EOY64629EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY93598073BOY
EOY7163586EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY57103180BOY
EOY168654925EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY363767BOY
EOY361346EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY152957436BOY
EOY178397216EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY99208BOY
EOY167419EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY4193931BOY
EOY3161406EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY40293547BOY
EOY45943436EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY44586686BOY
EOY49272261EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY107066754BOY
EOY127479996EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1303996BOY
EOY1644959EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY108370750BOY
EOY129124955EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY152957436BOY
EOY178397216EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses4908186ReconcilationRevenueExpenses
Reconcilation Other Changes15846019ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community Trust170b1 AviXCommunityTrust170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years23069325CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years23546599CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years12566311CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year9404659CurrentTaxYearMinus1Year
Current Tax Year9958343CurrentTaxYear
Total78545237Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years23069325CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years23546599CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years12566311CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year9404659CurrentTaxYearMinus1Year
Current Tax Year9958343CurrentTaxYear
Total78545237Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total7176665AmountsSubstContributorsTotal
Public Support Total17071368572PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years4448840CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years5467379CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3293277CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2573491CurrentTaxYearMinus1Year
Current Tax Year2366682CurrentTaxYear
Total18149669Total
FieldValueIRS element (for citing)
Total Support96694906TotalSupport
Gross Receipts From Admissions Etc483514GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.73810PublicSupportPertcentage170
Public Support Pertcent Prior Year0.74800PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held325NumberDAFsHeld
Number Funds Held411NumberFundsHeld
Donor Advised Contributions3714276DonorAdvisedContributions
Contrib To Funds And Other Accounts5845944ContribToFundsAndOtherAccounts
Grants Paid From Donor Funds5051349GrantsPaidFromDonorFunds
Grants Funds And Other Accounts4344782GrantsFundsAndOtherAccounts
Aggregate DAF Value50385341AggregateDAFValue
Aggregate Fund Value59334165AggregateFundValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis479080OtherCostOrOtherBasis
Depreciation414451Depreciation
Book Value64629BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings64629TotalOfBookValueLandBuildings

Other Securities OtherSecurities (6 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
SECURITIES LENDING PROGRAM COLLATERAL17731794F
EQUITIES81738783F
FIXED INCOME40297703F
HEDGE FUNDS20647263F
REAL ASSETS6982002F
PRIVATE EQUITY1257380F
FieldValueIRS element (for citing)
Total Of Book Value Securities168654925TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescriptionAmountAmount
FUNDS HELD FOR OTHERS$27,026,450
PAYABLE UNDER SECURITIES LENDING PROGRAM$18,138,793
PAYABLE DUE TO SUPPORTING ORGANIZATION$50,753
CHARITABLE GIFT ANNUITY PAYABLE$727,440
FieldValueIRS element (for citing)
Total Of Amounts45943436TotalOfAmounts

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained0RecordsMaintained

Recipient Table RecipientTable (203 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
ACES XAVIER EDUCATION SYSTEM INC
101 E NORTHLAND AVENUEAPPLETONWI54911752975177501(C)3191076EDUCATION
ADVOCAP-FDL
19 W FIRST STREETFOND DU LACWI54935391053365501(C)36973FOOD, AGRICULTURE & NUTRITION
AIM INC
945 DANBURY ROADDAYTONOH45420316059936501(C)375000HUMAN SERVICES
AMERICAN CANCER SOCIETY
790 MARVELL LANEGREEN BAYWI54304131788491501(C)315734DISEASES, DISORDERS & MEDICAL DISCIPLINES
AMERICAN NATIONAL RED CROSS
2025 E STREET NWWASHINGTONDC200065009530196605501(C)364579HUMAN SERVICES
APOSTOLIC TRUTH CHURCH
2720 KESTING COURTAPPLETONWI54911391452261501(C)36973FOOD, AGRICULTURE & NUTRITION
APPLETON ALLIANCE CHURCH
2693 W GRAND CHUTE BOULEVARDAPPLETONWI54913391345185501(C)3138500RELIGION-RELATED
APPLETON AREA SCHOOL DISTRICT
PO BOX 2019APPLETONWI549132019396000710GOVERNMENT85280EDUCATION
APPLETON BOYCHOIR INC
111 WEST COLLEGE AVENUE 400APPLETONWI54911391548340501(C)312800ARTS, CULTURE & HUMANITIES
APPLETON CHRISTIAN SCHOOL
614 EAST KIMBERLY AVENUEKIMBERLYWI54136391571431501(C)343060EDUCATION
APPLETON MEDICAL CENTER FDN
1818 N MEADE STAPPLETONWI54912391459276501(C)312667HEALTH CARE
ARIZONA MUSICFEST
PO BOX 5254CAREFREEAZ85377861034396501(C)357500ARTS, CULTURE & HUMANITIES
ARNOLD D AND WINIFRED W PALMER CHARITABLE FOUNDATION
P O BOX 52YOUNGSTOWNPA15696311536438501(C)3150000PHILANTHROPY, VOLUNTARISM
BAY-LAKES COUNCIL BOY SCOUTS OF AMERICA
2555 NOTHERN ROADAPPLETONWI549120267391184320501(C)330508YOUTH DEVELOPMENT
BEAMING INC
1190 SYMPHONY BLVDNEENAHWI54956201797140501(C)324310HEALTH CARE
BERGSTROM-MAHLER MUSEUM
165 N PARK AVENEENAHWI54956390958257501(C)321990ARTS, CULTURE & HUMANITIES
BIG BROTHERS BIG SISTERS OF THE FOX VALLEY REGION
117 LOCUST STAPPLETONWI54914396103907501(C)322680YOUTH DEVELOPMENT
BOBBIE BARNETT MEMORIAL FOUNDATION
4000 NORTH PROVIDENCE AVENUEAPPLETONWI54913270386588501(C)312600RECREATION & SPORTS
BOYS & GIRLS BRIGADE
109 W COLUMBIAN AVENEENAHWI549570665390813396501(C)319200YOUTH DEVELOPMENT
BOYS & GIRLS CLUB OF THE TRI-COUNTY AREA
PO BOX 254BERLINWI54923396120658501(C)310000YOUTH DEVELOPMENT
BOYS AND GIRLS CLUBS OF THE FOX VALLEY
160 SOUTH BADGER AVENUEAPPLETONWI54913391225709501(C)3292833YOUTH DEVELOPMENT
BREAD FOR THE WORLD INSTITUTE INC
50F STREET NW STE 500WASHINGTONDC20001510175510501(C)315000PUBLIC & SOCIETAL BENEFIT
CALUMET MEDICAL CENTER
614 MEMORIAL DRIVECHILTONWI53014390905385501(C)316021HEALTH CARE
CAMP FOREST
PO BOX 31FOREST JUNCTIONWI54123391617439501(C)310000RELIGION-RELATED
CAMPUS CRUSADE FOR CHRIST
PO BOX 628222ORLANDOFL328629841956006173501(C)36811RELIGION-RELATED
CAP SERVICES INC
17 PARK PLACE SUITE 950APPLETONWI54914391080897501(C)340200EMPLOYMENT
CATHOLIC DIOCESE OF GREEN BAY
P O BOX 23825GREEN BAYWI543053825396048398501(C)316900RELIGION-RELATED
CATHOLIC FOUNDATION OF THE DIOCESE OF GREEN BAY INC
PO BOX 22128GREEN BAYWI54305391924921501(C)319763RELIGION-RELATED
CATHOLIC RELIEF SERVICES
P O BOX 17090BALTIMOREMD212037090135563422501(C)312613INTERNATIONAL, FOREIGN AFFAIRS
CHAPS ACADEMY
N5367 MAYFLOWER RDSHIOCTONWI54170450530019501(C)3111500MENTAL HEALTH & CRISIS INTERVENTION
CHILDREN'S HOSPITAL AND HEALTH SYSTEM FOUNDATION
5583 WATERFORD LANE SUITE AAPPLETONWI54913391500075501(C)3124750HEALTH CARE
CHILTON PUBLIC SCHOOLS
530 W MAIN STCHILTONWI53014396001369GOVERNMENT192510ARTS, CULTURE & HUMANITIES
CHRIST CHILD ACADEMY
2722 HENRY STREETSHEBOYGANWI53081391557915501(C)387730EDUCATION
CHRISTINE ANN DOMESTIC ABUSE SERVICES
PO BOX 99NEENAHWI549570099391441770501(C)318232HUMAN SERVICES
CITY OF APPLETON
PO BOX 2519APPLETONWI549122519396005381GOVERNMENT77536COMMUNITY IMPROVEMENT & CAPACITY BUILDING
CITY OF KAUKAUNA
201 WEST 2ND STREETKAUKAUNAWI54130396005479GOVERNMENT5916RECREATION & SPORTS
CITY OF NEW LONDON
215 N SHAWANO STNEW LONDONWI54961396005550GOVERNMENT8958FOOD, AGRICULTURE & NUTRITION
CITY OF WAUPACA
111 SOUTH MAIN STREETWAUPACAWI54981396005644GOVERNMENT11687EDUCATION
CLARITY CARE
424 WASHINGTON AVENUEOSHKOSHWI54901391569283501(C)333100HEALTH CARE
CLINTONVILLE AREA FOOD PANTRY
55 EAST 12TH STREETCLINTONVILLEWI54929391567545501(C)36973FOOD, AGRICULTURE & NUTRITION
CLINTONVILLE PUBLIC SCHOOLS
45 WEST GREEN TREE ROADCLINTONVILLEWI54929396008413GOVERNMENT5392EDUCATION
COMMUNITY CLOTHES CLOSET
1465-B OPPORTUNITY WAYMENASHAWI54952391394270501(C)354168HUMAN SERVICES
COMMUNITY HOSPICE FOUNDATION
PO BOX 1534APPLETONWI549121534391511977501(C)36660HUMAN SERVICES
COTS
PO BOX 1645APPLETONWI549121645391913179501(C)3180287HOUSING & SHELTER
CRIES OF THE HEART OUTREACH MINISTRIES
E902 SHIRLEY COURTWAUPACAWI54981753128752501(C)36973FOOD, AGRICULTURE & NUTRITION
CUTTING EDGE HEALTH TEAM INC
1771 WESTBREEZE DRIVEOSHKOSHWI54904208570885501(C)35500HEALTH CARE
DONORS FORUM OF WISCONSIN
759 N MILWAUKEE STREET STE 515MILWAUKEEWI53202396236498501(C)36100PHILANTHROPY, VOLUNTARISM
EAST CENTRAL WISCONSIN REGIONAL PLANNING COMMISSION
400 AHNAIP STREET SUITE 100MENASHAWI54952391170145GOVERNMENT6333ENVIRONMENT
EMERGENCY SHELTER OF THE FOX VALLEY INC
400 N DIVISION STREET PO BOX 341APPLETONWI54912391447152501(C)399600HOUSING & SHELTER
EQUIPPING PASTORS INTERNATIONAL INC
8007 WATERGLOW COURTORLANDOFL32817593505072501(C)340500RELIGION-RELATED
EVANGEL FOOD PANTRY
357 BROAD STMENASHAWI54952391434560501(C)36973FOOD, AGRICULTURE & NUTRITION
EVERGREEN FOUNDATION
1130 N WESTFIELD STREETOSHKOSHWI54902391388991501(C)310000PHILANTHROPY, VOLUNTARISM
FAMILY SERVICES OF NORTHEAST WISCONSIN
PO BOX 22308GREEN BAYWI543052308390827320501(C)311000HUMAN SERVICES
FIRST CONGREGATIONAL UNITED CHURCH OF CHRIST
724 E SOUTH RIVER STREETAPPLETONWI54915390816821501(C)338130RELIGION-RELATED
FIRST ENGLISH LUTHERAN CHURCH
326 E NORTH STREETAPPLETONWI54911390826293501(C)315500RELIGION-RELATED
FIRST PRESBYTERIAN CHURCH OF NEENAH
200 CHURCH STNEENAHWI54956390807226501(C)38624RELIGION-RELATED
FIRST UNITED METHODIST CHURCH NEENAHMENASHA
108 W DOTY AVENEENAHWI54956391034287501(C)312100YOUTH DEVELOPMENT
FIRST UNITED METHODIST CHURCH OF APPLETON
325 EAST FRANKLIN STREETAPPLETONWI549115476390943395501(C)36470RELIGION-RELATED
FOOD FOR THE POOR INC
6401 LYONS RDCOCONUT CREEKFL33073592174510501(C)315246FOOD, AGRICULTURE & NUTRITION
FOX CITIES BOOK FESTIVAL INC
PO BOX 1014APPLETONWI549121014391636096501(C)39250ARTS, CULTURE & HUMANITIES
FOX CITIES CHAMBER FOUNDATION
PO BOX 1855APPLETONWI549131855391419431501(C)35600COMMUNITY IMPROVEMENT & CAPACITY BUILDING
FOX CITIES COMMUNITY HEALTH CENTER INC
1814 APPLETON ROADMENASHAWI54952202090446501(C)354747HEALTH CARE
FOX CITIES GREENWAYS
PO BOX 5MENASHAWI54952391810728501(C)36661RECREATION & SPORTS
FOX CITIES PERFORMING ARTS CENTER
400 W COLLEGE AVEAPPLETONWI54911391977839501(C)3468507ARTS, CULTURE & HUMANITIES
FOX VALLEY HUMANE ASSOCIATION
N115 TWO MILE ROADAPPLETONWI54914390992559501(C)336900ANIMAL-RELATED
FOX VALLEY LITERACY COALITION INC
103 E WASHINGTON STAPPLETONWI54911391682277501(C)338174HUMAN SERVICES
FOX VALLEY LUTHERAN HIGH SCHOOL
5300 NORTH MEADE STREETAPPLETONWI549138383390988994501(C)35404EDUCATION
FOX VALLEY MOTHER & UNBORN BABY CARE INC
526 WEST WISCONSIN AVENUEAPPLETONWI54911391446370501(C)311500CIVIL RIGHTS, SOCIAL ACTION & ADVOCACY
FOX VALLEY SIBLING SUPPORT NETWORK
506 E PARKWAY BLVDAPPLETONWI54911391942794501(C)310075HUMAN SERVICES
FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION
111 W COLLEGE AVE SUITE 550APPLETONWI54911391089489501(C)353273ARTS, CULTURE & HUMANITIES
FOX VALLEY TECHNICAL COLLEGE
PO BOX 2277APPLETONWI549122277391087276GOVERNMENT50267EDUCATION
FOX VALLEY TECHNICAL COLLEGE FOUNDATION
PO BOX 2277APPLETONWI549122277391264389501(C)3137616HUMAN SERVICES
FOX VALLEY WARMING SHELTER INC
PO BOX 1261APPLETONWI549121261261887706501(C)377704HOUSING & SHELTER
FOX-WISCONSIN HERITAGE PARKWAY
1301 BRIARCLIFF DRIVEAPPLETONWI54915270909700501(C)37990ENVIRONMENT
FREEDOM FELLOWSHIP INC
N4086 COUNTY ROAD CAPPLETONWI54913261137380501(C)36973FOOD, AGRICULTURE & NUTRITION
FRIENDS OF HEARTHSTONE INC
625 W PROSPECT AVEAPPLETONWI54911391579731501(C)35387ARTS, CULTURE & HUMANITIES
FRIENDS OF LEDGE VIEW NATURE CENTER
PO BOX 54CHILTONWI53014391458805501(C)320000ENVIRONMENT
FUTURE NEENAH INC
135 W WISCONSIN AVENUENEENAHWI549570099930843731501(C)38866ENVIRONMENT
GARDENS OF THE FOX CITIES
PO BOX 2603APPLETONWI549122603391741608501(C)327132ENVIRONMENT
GIFT OF HEALING INC
84 TOAD SUCK LANEBIGELOWAR72016710751260501(C)310000HUMAN SERVICES
GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES INC
PO BOX 9427GREEN BAYWI543089427391016314501(C)313845YOUTH DEVELOPMENT
GIVE2ASIA
465 CALIFORNIA ST9TH FLOORSAN FRANCISCOCA94104943373670501(C)310000INTERNATIONAL, FOREIGN AFFAIRS
GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN
1800 APPLETON ROADMENASHAWI54952391144913501(C)340736HUMAN SERVICES
GORDON BUBOLZ NATURE PRESERVE
4815 N LYNNDALE DRIVEGRAND CHUTEWI54913237120877501(C)36200ENVIRONMENT
GRACE LUTHERAN CHURCH
8396 STEEPLE HILL DRIVELARSENWI54947390935776501(C)36973FOOD, AGRICULTURE & NUTRITION
GREATER FOX CITIES AREA HABITAT FOR HUMANITY
921 MIDWAY ROADMENASHAWI54952391742974501(C)3170461HOUSING & SHELTER
GREATER GREEN BAY COMMUNITY FOUNDATION
310 W WALNUT STREET STE 350GREEN BAYWI543032734391699966501(C)3563700PHILANTHROPY, VOLUNTARISM
GREEN BAY BOTANICAL GARDEN
2600 LARSEN ROADGREEN BAYWI54307391485020501(C)355500ENVIRONMENT
HARBOR HOUSE DOMESTIC ABUSE PROGRAM
720 WEST FIFTH STREETAPPLETONWI54914391870927501(C)368010HUMAN SERVICES
HECKRODT WETLAND RESERVE
PO BOX 554MENASHAWI549520554391838222501(C)3205000ENVIRONMENT
HOLY CROSS PARISH
309 DESNOYER STREETKAUKAUNAWI54130390807048501(C)38396RELIGION-RELATED
HORTONVILLE COMMUNITY FOOD PANTRY INC
P O BOX 236DALEWI54931391581135501(C)314073FOOD, AGRICULTURE & NUTRITION
HOUSING PARTNERSHIP-FOX CITIES
605 EAST HANCOCK STREETAPPLETONWI54911391582471501(C)3150627HOUSING & SHELTER
INFANT WELFARE CIRCLE OF THE KING'S DAUGHTERS
500 WEST RIVER ROADAPPLETONWI54915396063300501(C)37747HUMAN SERVICES
JAZZ CORNER SOCIETY
3415 COMMERCE CTAPPLETONWI54911391909647501(C)37373ARTS, CULTURE & HUMANITIES
JUNIOR ACHIEVEMENT OF WISCONSIN INC
1441 NORTH TAYLOR DRIVE SUITE 7SHEBOYGANWI53081390826295501(C)316250EDUCATION
JUVENILE DIABETES RESEARCH FOUNDATION
1800 APPLETON ROAD SUITE 2MENASHAWI549523727231907729501(C)35600DISEASES, DISORDERS & MEDICAL DISCIPLINES
KAUKAUNA AREA SCHOOL DISTRICT
1701 COUNTY ROAD CEKAUKAUNAWI54130396002782GOVERNMENT15468ARTS, CULTURE & HUMANITIES
LAWRENCE UNIVERSITY
711 EAST BOLDT WAY SPC 1847APPLETONWI549115595390806297501(C)372182EDUCATION
LEAVEN INC
1475 OPPORTUNITY WAYMENASHAWI54952391572168501(C)3158950MENTAL HEALTH & CRISIS INTERVENTION
LIFE PROMOTIONS
213 E COLLEGE AVENUEAPPLETONWI54911391372893501(C)36700YOUTH DEVELOPMENT
LITTLE CHUTE WINDMILL INC
122 W MAIN STLITTLE CHUTEWI54140611438177501(C)310000ARTS, CULTURE & HUMANITIES
LOAVES & FISHES OF THE FOX VALLEY
N7703 PALISADES TRAILSHERWOODWI54169391974516501(C)37042HUMAN SERVICES
LOYOLA UNIVERSITY OF CHICAGO
6525 NORTH SHERIDAN RDCHICAGOIL60626361408475501(C)330000EDUCATION
LUTHERAN SOCIAL SERVICES OF WI AND UPPER MICHIGAN
3003A NORTH RICHMOND STREETAPPLETONWI54911390816846501(C)362596HUMAN SERVICES
MANAWA AREA COMMUNITY FOOD PANTRY
114 SECOND STREET P O BOX 181MANAWAWI54949391806627501(C)37323FOOD, AGRICULTURE & NUTRITION
MARQUETTE UNIVERSITY HIGH SCHOOL
3401 W WISCONSIN AVEMILWAUKEEWI53208390806826501(C)323000EDUCATION
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
PO BOX 780NEW YORKNY100080780134141945501(C)311000MEDICAL RESEARCH
MILITARY VETERANS MUSEUM FOUNDATION
PO BOX 1582APPLETONWI549121582412097981501(C)350000ARTS, CULTURE & HUMANITIES
MILWAUKEE BAR ASSOCIATION FOUNDATION INC
424 EAST WELLS STREETMILWAUKEEWI53202396040219501(C)315000CRIME & LEGAL-RELATED
MISSION HOME
14 TRI PARK WAY BUILDING 2 SUITE 11APPLETONWI54914264304282501(C)311500CRIME & LEGAL-RELATED
MONTE ALVERNO RETREAT CENTER
1000 N BALLARD ROADAPPLETONWI54911391092144501(C)36728RELIGION-RELATED
MOORING PROGRAMS INC
607 W SEVENTH STREETAPPLETONWI54911391229161501(C)350000MENTAL HEALTH & CRISIS INTERVENTION
MOUNT TABOR CENTER
522 SECOND STREETMENASHAWI54952391536251501(C)363680RELIGION-RELATED
NAMI FOX VALLEY INC
516 W SIXTH STREETAPPLETONWI54911391545497501(C)386421MENTAL HEALTH & CRISIS INTERVENTION
NATIONAL PARKINSON FOUNDATION INC
P O BOX 02-5163MIAMIFL33102590968031501(C)36264DISEASES, DISORDERS & MEDICAL DISCIPLINES
NEENAH JOINT SCHOOL DISTRICT
410 S COMMERCIAL STREETNEENAHWI54956396003606GOVERNMENT21721EDUCATION
NEENAH-MENASHA FIREFIGHTERS LOCAL 275
125 E COLUMBIAN AVENEENAHWI54956396062865501(C)311200PUBLIC SAFETY, DISASTER PREPAREDNESS & RELIEF
NEW HOPE CENTER
443 MANHATTANCHILTONWI53014391052724501(C)355037HUMAN SERVICES
NORTHEAST WISCONSIN LAND TRUST
14 TRI-PARK WAY BUILDING 1APPLETONWI54914391867891501(C)338827ENVIRONMENT
OLD GLORY HONOR FLIGHT INC
4650 WEST SPENCER STREETAPPLETONWI54914270642712501(C)36000PUBLIC & SOCIETAL BENEFIT
OSHKOSH AREA COMMUNITY FOUNDATION
230 OHIO STREET 100OSHKOSHWI54902396041638501(C)3433450PHILANTHROPY, VOLUNTARISM
OUR SAVIOR'S LUTHERAN CHURCH
809 S COMMERCIAL STNEENAHWI54956390970217501(C)36600RELIGION-RELATED
OUTAGAMIE COUNTY
410 SOUTH WALNUT STREETAPPLETONWI54911396005724GOVERNMENT5850HUMAN SERVICES
OUTAGAMIE COUNTY HISTORICAL SOCIETY
330 E COLLEGE AVENUEAPPLETONWI54911391298304501(C)372168ARTS, CULTURE & HUMANITIES
PAPER INDUSTRY INTERNATIONAL HALL OF FAME
425 W WATER STREETAPPLETONWI54911391861890501(C)320000ARTS, CULTURE & HUMANITIES
QUARRY QUEST INC
PO BOX 128BROWNSVILLEWI53006275433500501(C)38417ENVIRONMENT
RAWHIDE BOYS RANCH
E7475 RAWHIDE ROADNEW LONDONWI549619987391052471501(C)352290MENTAL HEALTH & CRISIS INTERVENTION
REACH COUNSELING SERVICES INC
1370 SOUTH COMMERCIAL STREETNEENAHWI54956391292277501(C)313350CRIME & LEGAL-RELATED
REBUILDING TOGETHER - FOX VALLEY
605 EAST HANCOCK STREETAPPLETONWI54911392013200501(C)329450HOUSING & SHELTER
REMY BUMPPO THEATRE COMPANY
3717 NORTH RAVENSWOOD AVENUE 245CHICAGOIL60613364457137501(C)35896ARTS, CULTURE & HUMANITIES
ROTARY FOUNDATION OF ROTARY INTERNATIONAL
PO BOX 75133CHICAGOIL606755133363245072501(C)37275COMMUNITY IMPROVEMENT & CAPACITY BUILDING
SALVATION ARMY
PO BOX 1605APPLETONWI549121605362167910501(C)397803HUMAN SERVICES
SCHOOL DISTRICT OF BONDUEL
PO BOX 310BONDUELWI54107391006039GOVERNMENT22000EDUCATION
SEXUAL ASSAULT CRISIS CENTER
17 PARK PLACE 400APPLETONWI54914391309331501(C)333220MENTAL HEALTH & CRISIS INTERVENTION
SHAWANO COUNTY ECONOMIC PROGRESS INC
213 E GREEN BAY STSHAWANOWI54166391661544501(C)326000COMMUNITY IMPROVEMENT & CAPACITY BUILDING
SHAWANO COUNTY HISTORICAL SOCIETY
524 NORTH FRANKLIN STREETSHAWANOWI54166237222161501(C)341000ARTS, CULTURE & HUMANITIES
SILVER LAKE COLLEGE
2406 SOUTH ALVERNO ROADMANITOWOCWI542209319390980974501(C)325000EDUCATION
SOCIETY OF ST VINCENT DE PAUL
1100 WEST RYAN STREETBRILLIONWI54110270164567501(C)36973HUMAN SERVICES
SOLUTIONS AT WORK
P O BOX 391349CAMBRIDGEMA02139043262577501(C)310000HUMAN SERVICES
SONOMA COUNTRY DAY SCHOOL
4400 DAY SCHOOL PLACESANTA ROSACA95403942910715501(C)310000EDUCATION
SPECIAL OLYMPICS WISCONSIN
P O BOX 7638MADISONWI537077638391176591501(C)321000HEALTH CARE
SPIERINGS CANCER FOUNDATION INC
810 DEPOT STREETLITTLE CHUTEWI54140264201357501(C)310000DISEASES, DISORDERS & MEDICAL DISCIPLINES
ST COLETTA OF WISCONSIN INC
N4637 COUNTY HIGHWAY YJEFFERSONWI53549390816855501(C)326375HUMAN SERVICES
ST ELIZABETH HOSPITAL FOUNDATION
1506 S ONEIDA STAPPLETONWI54915391256677501(C)3126871HEALTH CARE
ST JOHN SACRED HEART PARISH
N369 MILITARY ROADSHERWOODWI54169390865494501(C)37500RELIGION-RELATED
ST JOHN UNITED CHURCH OF CHRIST
1130 W MARQUETTE STAPPLETONWI54911390901169501(C)36264RELIGION-RELATED
ST JOSEPH FOOD PROGRAM
1465 A OPPORTUNITY WAYMENASHAWI54952391822486501(C)3213975FOOD, AGRICULTURE & NUTRITION
ST JOSEPH PARISH-APPLETON
404 W LAWRENCE STAPPLETONWI54911390847630501(C)317303RELIGION-RELATED
ST KATHERINE DREXEL PARISH
119 WEST SEVENTH STREETKAUKAUNAWI54130391035889501(C)37448FOOD, AGRICULTURE & NUTRITION
ST MARGARET MARY PARISH
439 WASHINGTON AVENUENEENAHWI54956390807228501(C)327113RELIGION-RELATED
ST MARTIN LUTHERAN SCHOOL
100 S CLINTON AVECLINTONVILLEWI54929390825337501(C)35000EDUCATION
ST MARY PARISH MENASHA
528 SECOND STREETMENASHAWI54952390845602501(C)349000RELIGION-RELATED
ST MARY PARISH-APPLETON
312 S STATE STAPPLETONWI54911390810526501(C)326247RELIGION-RELATED
ST PATRICK CATHOLIC CHURCH
324 NICOLET BLVDMENASHAWI54952390967024501(C)330000RELIGION-RELATED
ST THOMAS EPISCOPAL CHURCH
226 WASHINGTON STREETMENASHAWI54952390816875501(C)356550RELIGION-RELATED
ST VINCENT DE PAUL - NEW HOLSTEIN
1814 MADISONNEW HOLSTEINWI53061341464638501(C)36973FOOD, AGRICULTURE & NUTRITION
ST VINCENT DE PAUL SOCIETY OF SHEBOYGAN
4215 HWY 42 NORTHSHEBOYGANWI53083390833611501(C)310000RELIGION-RELATED
STANFORD UNIVERSITY
326 GALVEZ STREETSTANFORDCA94305941156365501(C)310000EDUCATION
STEP INDUSTRIES INC
1010 STROHMEYER DRNEENAHWI54956391417716501(C)382000EMPLOYMENT
THE APPLETON ABC PROGRAM INC
PO BOX 424APPLETONWI54912391099679501(C)36585EDUCATION
THE ARC FOX CITIES INC
375 WINNEBAGO AVENUEMENASHAWI54952753202931501(C)315950HUMAN SERVICES
THE BUILDING FOR KIDS
100 W COLLEGE AVEAPPLETONWI549115706391706260501(C)318637INTERNATIONAL, FOREIGN AFFAIRS
THE NATIONAL ABILITY CENTER
1000 ABILITY WAYPARK CITYUT84068943025807501(C)35896RECREATION & SPORTS
THE NATURE CONSERVANCY
633 W MAIN STREETMADISONWI53703530242652501(C)37608ENVIRONMENT
THE REHABILITATION INSTITUTE OF CHICAGO
345 EAST SUPERIOR STREETCHICAGOIL606112654362256036501(C)310631HEALTH CARE
THE SAMARITAN COUNSELING CENTER OF THE FOX VALLEY INC
1478 KENWOOD DRIVEMENASHAWI54952391214216501(C)333200MENTAL HEALTH & CRISIS INTERVENTION
THE TROUT MUSEUM OF ART
111 WEST COLLEGE AVENUEAPPLETONWI54911396056442501(C)3187850ARTS, CULTURE & HUMANITIES
THE BREAST CANCER RESEARCH FOUNDATION INC
60 EAST 56TH STREET 8TH FLOORNEW YORKNY10022133727250501(C)322000MEDICAL RESEARCH
THEDA CLARK MEDICAL CENTER FOUNDATION
130 SECOND STREETNEENAHWI54956311550056501(C)313600HEALTH CARE
THEDACARE INC
PO BOX 8025APPLETONWI549128025391509362501(C)3125129HEALTH CARE
TRI-COUNTY COMMUNITY DENTAL CLINIC
9 TRI-PARK WAYAPPLETONWI54914470862462501(C)361650HUMAN SERVICES
TRINITY LUTHERAN SCHOOL
410 OAK STREETNEENAHWI54956390960044501(C)330300ENVIRONMENT
TWIN CITY CATHOLIC EDUCATIONAL SYSTEM
1050 ZEPHYR DRIVENEENAHWI54956391656963501(C)377217EDUCATION
UNITED METHODIST CHURCH
57663 142ND STMAPLETONMN56065411464646501(C)310000RELIGION-RELATED
UNITED WAY FOX CITIES
1455 MIDWAY ROADMENASHAWI54952390912895501(C)384616PHILANTHROPY, VOLUNTARISM
UNIVERSITY OF WISCONSIN - FOX VALLEY FOUNDATION
1478 MIDWAY ROADMENASHAWI54952391277701501(C)316615EDUCATION
UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC
842 ALGOMA BLVDOSHKOSHWI54901396076856501(C)310000EDUCATION
UNIVERSITY OF WISCONSIN SYSTEM
PO BOX 500MILWAUKEEWI532010500391805963GOVERNMENT6116EDUCATION
USA YOUTH
P O BOX 532APPLETONWI54912391785654501(C)310000RECREATION & SPORTS
UW FOUNDATION INC
PO BOX 78807MILWAUKEEWI532780807390743975501(C)315813EDUCATION
VALLEY VNA HEALTH SYSTEMS
1535 LYON DRIVENEENAHWI54952391624803501(C)310440HEALTH CARE
VALPARAISO UNIVERSITY
1700 CHAPEL DRVALPARAISOIN46383350868125501(C)317500EDUCATION
VILLAGE OF KIMBERLY
515 W KIMBERLY AVEKIMBERLYWI54136396006297GOVERNMENT8500ARTS, CULTURE & HUMANITIES
WAUPACA AREA FOOD PANTRY
222 VISTA COURTWAUPACAWI54981391718861501(C)37573FOOD, AGRICULTURE & NUTRITION
WAUPACA COUNTY NATURAL RESOURCES FOUNDATION
811 HARDING STREETWAUPACAWI54981391803323501(C)321350FOOD, AGRICULTURE & NUTRITION
WAUPACA COUNTY OPPORTUNITIES INC
107 SOUTH MAIN STREETWAUPACAWI54981391951019501(C)36000EDUCATION
WAUPACA HISTORICAL SOCIETY
321 S MAIN STWAUPACAWI54981391096279501(C)38234ARTS, CULTURE & HUMANITIES
WAYLAND ACADEMY
101 N UNIVERSITY AVENUEBEAVER DAMWI53916390806363501(C)315500EDUCATION
WEY-MONT FOOD PANTRY
P O BOX 281WEYAUWEGAWI54983391768518501(C)36973FOOD, AGRICULTURE & NUTRITION
WHITE HERON CHORALE
PO BOX 221APPLETONWI549120221930838178501(C)326500ARTS, CULTURE & HUMANITIES
WINNEBAGO COUNTY DEPARTMENT OF HUMAN SERVICES
211 NORTH COMMERCIAL STREETNEENAHWI54956396005760GOVERNMENT14553HOUSING & SHELTER
WISCONSIN CIVIL JUSTICE EDUCATION FOUNDATION INC
44 EAST MIFFLIN STREET 402MADISONWI53703392033748501(C)325000EDUCATION
WISCONSIN PARKINSON ASSOCIATION
945 N 12TH ST SUITE 4602MILWAUKEEWI53233391492810501(C)316494HEALTH CARE
WISCONSIN PUBLIC BROADCASTING FOUNDATION INC
BOX 88698MILWAUKEEWI532880698391447533501(C)34475ARTS, CULTURE & HUMANITIES
WISCONSIN PUBLIC RADIO ASSOCIATION INC
821 UNIVERSITY AVENUEMADISONWI53706237363536501(C)317885ARTS, CULTURE & HUMANITIES
WISCONSIN RIGHT TO LIFE EDUCATION FUND
10625 W NORTH AVENUE LLMILWAUKEEWI53226391548867501(C)38396CIVIL RIGHTS, SOCIAL ACTION & ADVOCACY
WITTENBERG-BIRNAMWOOD SCHOOL DISTRICT
400 W GRAND AVEWITTENBERGWI54499396005291GOVERNMENT10000RECREATION & SPORTS
WOLF RIVER HABITAT FOR HUMANITY
PO BOX 532SHAWANOWI54166391906510501(C)37000HOUSING & SHELTER
SCHOOL DISTRICT OF WAUPACA
515 SCHOOL STREETWAUPACAWI54981391779223GOVERNMENT8116ARTS, CULTURE & HUMANITIES
YALE UNIVERSITY
PO BOX 208288NEW HAVENCT065208288060646973501(C)310000EDUCATION
YMCA OF THE FOX CITIES
218 EAST LAWRENCE STREETAPPLETONWI54911390806191501(C)378135HUMAN SERVICES
YOUTH GO
213 NICOLET BLVDNEENAHWI54956391137233501(C)321262HUMAN SERVICES
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants203TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantSCHOLARSHIPS FOR STUDENTS ATTENDING VARIOUS COLLEGESTypeOfGrant
Number Of Recipients291NumberOfRecipients
Amount Of Cash Grant606823AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: MANY OF THE COMPETITIVE GRANTS AWARDED BY THE FOUNDATION REQUIRE A PROGRESS REPORT DURING THE GRANT PERIOD AND/OR A FINAL REPORT AT THE END OF THE GRANT PERIOD. PROGRESS REPORTS ARE GENERALLY EXPECTED FOR MULTI-YEAR COMMITMENTS AS A WAY TO ASSESS THE WORK UNDERTAKEN TOWARD ACHIEVING ORIGINAL OBJECTIVES. THE FINAL REPORT PROCESS HAS THREE PRIMARY OBJECTIVES: ASSESSMENT OF WHAT'S BEEN LEARNED, IMPACT OF SUPPORT ON THE CORE MISSION, AND DEMONSTRATION OF ACCOUNTABILITY. WHEN REVIEWING A GRANT APPLICATION FROM AN ORGANIZATION THAT HAS RECEIVED PRIOR FUNDING, GRANTS COMMITTEE MEMBERS AND FOUNDATION STAFF OFTEN CONSIDER THE CONTENT OF PRIOR REPORTS. THE FOUNDATION WILL NOT CONSIDER APPLICATIONS FROM ORGANIZATIONS THAT HAVE OVERDUE REPORTS. SOME OF THE GRANTS AWARDED THROUGH NON-COMPETITIVE PROCESSES WILL ALSO FOLLOW THIS FINAL REPORT PROCESS IF SUGGESTED BY THE DONOR; OTHERWISE, WE RELY ON THE DONOR'S ADVICE REGARDING THE USE OF GRANTED FUNDS AND DECISIONS TO CONTINUE TO FUND AN ORGANIZATION IN THE FUTURE.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonCURT DETJENNamePerson
Base Compensation Filing Org157506BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org14443OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org7345NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org179294TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonJOYCE BYTOFNamePerson
FieldValueIRS element (for citing)
RelationshipBOARD MEMBERRelationship
Amount Of Transaction133644AmountOfTransaction
Description Of TransactionJOYCE SERVES ON THE BOARD OF M&I BANK FOX CITIES WHOM THE FOUNDATION USES AS AN INVESTMENT MANAGER AND CUSTODIAN.DescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions61NumberOfContributions
Noncash Contribs Rptd F9902466606NoncashContribsRptdF990
Method Of Determining RevenuesAVE HIGH/LOW @ DATE GIFTMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Number Of8283 Received0NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used1ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS:PART I, COLUMN (B):COL. B REPORTS THE NUMBER OF CONTRIBUTORS. IN TOTAL, THERE WERE 78 DONATIONS OF STOCK FROM 61 DONORS.
THIRD PARTY USE:PART I, LINE 32B:DONATIONS OF REAL PROPERTY ARE MADE THROUGH THE COMMUNITY REAL ESTATE AND PERSONAL PROPERTY FOUNDATION, INC. (A RELATED ORGANIZATION) THAT SELLS THE PROPERTY AND TRANSFERS THE CASH PROCEEDS TO THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 2DAVE VANDER ZANDEN AND ROLAND STEPHENSON HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAS 12 TO 21 MEMBERS. THE TERM OF EACH MEMBER SHALL BE THREE YEARS. AT EACH ANNUAL MEETING OF THE MEMBERS, THE MEMBERS ELECT ONE-THIRD OF THE MEMBERS. MEMBERS AFFIRM THE ELECTION OF THE BOARD OF DIRECTORS AND APPROVE SIGNIFICANT DECISION OF THE BOARD. MEMBERS DO NOT SHARE IN THE INCOME OF THE ORGANIZATION OR THE NET ASSETS UPON THE ORGANIZATION'S DISSOLUTION. WITH THE APPROVAL OF A MAJORITY OF THE MEMBERS, THE MEMBERS MAY OFFER ASSOCIATE MEMBERSHIPS. ASSOCIATE MEMBERS HAVE NO VOTE, BUT AT LEAST ANNUALLY ARE ENTITLED TO RECEIVE A REPORT ON THE AFFAIRS AND ACTIVITIES OF THE FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 7AELECTION OF THE BOARD OF DIRECTORS IS AFFIRMED BY VOTE OF A MAJORITY OF THE MEMBERS PRESENT AND VOTING.
FORM 990, PART VI, SECTION A, LINE 7BMEMBERS APPROVE SIGNIFICANT DECISIONS OF THE BOARD OF DIRECTORS SUCH AS AMENDMENTS TO THE BYLAWS AND ARTICLES OF INCORPORATION.
FORM 990, PART VI, SECTION B, LINE 11THE CHAIRPERSON OF THE AUDIT AND BUDGET COMMITTEE/TREASURER AND THE VICE PRESIDENT OF FINANCE WILL REVIEW FOR REASONABLENESS AND APPROVE THE FILING OF THE FORM 990 AND THE WISCONSIN ANNUAL REPORT ON AN ANNUAL BASIS. THE ENTIRE AUDIT AND BUDGET COMMITTEE WILL REVIEW AND APPROVE FOR FILING ANNUALLY. THE FORM 990 IS DISTRIBUTED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING.
ON AN ANNUAL BASIS, DIRECTORS AND EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE DESCRIBING THEIR RELATIONSHIPS AND THEIR FAMILY RELATIONSHIPS WITH OTHER ENTITIES DOING BUSINESS WITH THE COMMUNITY FOUNDATION AND ALL RELATED ORGAINIZATIONS. IF VOTES ARE TAKEN RELATING TO ANY OF THESE ENTITIES, BOARD MEMBERS WITH DISCLOSED RELATIONSHIPS ARE AUTOMATICALLY TREATED AS HAVING ABSTAINED FROM THE VOTING. A COMMUNITY FOUNDATION GRANTING COMMITTEE CAN NOT APPROVE A GRANT TO AN ORGANIZATION THAT EMPLOY A FAMILY MEMBER OF ANYONE ON THE GRANTING COMMITTEE.FORM 990, PART VI, SECTION B, LINE 12C
THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR REVIEWING THE PERFORMANCE OF THE PRESIDENT/CEO AND SETTING HIS/HER COMPENSATION ON AN ANNUAL BASIS. THE PRESIDENT/CEO IS RESPONSIBLE FOR REVIEWING PERFORMANCE AND SETTING COMPENSATION FOR THE OTHER OFFICERS OF THE FOUNDATION. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR APPROVING THE TOTAL AMOUNT OF COMPENSATION FOR THE ENTIRE FOUNDATION STAFF TO BE INCLUDED IN THE ANNUAL BUDGET. THE COUNCIL ON FOUNDATIONS CONDUCTS AN ANNUAL SALARY SURVEY DEFINING SALARY RANGES FOR SPECIFIC STAFF POSITIONS. THE COMMUNITY FOUNDATION USES THIS DATA TO DETERMINE COMPENSATION FOR OFFICERS. THE GOAL OF THE FOUNDATION IS TO PAY AT MID-POINT OR ABOVE FOR COMPARABLE POSITIONS SO AS TO RETAIN TALENTED EMPLOYEES. THE EXECUTIVE COMMITTEE APPROVAL IS DOCUMENTED IN THEIR MINUTES AND THE TOTAL SALARY BUDGET IS APPROVED BY THE BOARD AS PART OF THE BUDGET APPROVAL PROCESS. THE VICE PRESIDENT OF FINANCE & ADMINISTRATION (WHO IS RESPONSIBLE FOR PAYROLL ADMINISTRATION) IS NOTIFIED OF THE NEW COMPENSATION FOR THE PRESIDENT/CEO DIRECTLY BY THE BOARD CHAIRPERSON EACH YEAR.FORM 990, PART VI, SECTION B, LINE 15
THE FOUNDATION PUBLISHES ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS, ANNUAL REPORT AND COMPETITIVE GRANT GUIDELINES ON ITS WEBSITE AT WWW.CFFOXVALLEY.ORG. THE APPLICATION FOR EXEMPTION (FORM 1023), IRS DETERMINATION LETTER, ARTICLES AND BY-LAWS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE BY CONTACTING LINDA HECKEL AT THE ORGANIZATION'S ADDRESS.FORM 990, PART VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 15,846,019.FORM 990, PART XI, LINE 5:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
THE WILLIAM J AND BARBARA A SCHMIDT FAMILY FOUNDATION INC
PO BOX 563APPLETONWI549120563391869271SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)11-1COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC0
MIELKE FAMILY FOUNDATION INC
PO BOX 563APPLETONWI549120563396074258SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)11-1COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC0
DOUG AND CARLA SALMON FOUNDATION INC
PO BOX 563APPLETONWI549120563820566250SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)11-1COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC0
APPLETON EDUCATION FOUNDATION INC
PO BOX 563APPLETONWI549120563391866090SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)11-1COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC0
COMMUNITY REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC
PO BOX 563APPLETONWI549120563200875816SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)11-1COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC0
MYRA M AND ROBERT L VANDEHEY FOUNDATION INC
PO BOX 563APPLETONWI549120563391649245SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)11-1COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC0
WOMEN'S FUND FOR THE FOX VALLEY REGION INC
PO BOX 563APPLETONWI549120563203096562SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)11-1COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC0
ROBERT AND PATRICIA ENDRIES FAMILY FOUNDATION LTD
PO BOX 563APPLETONWI549120563203896774SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)11-1COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg