2011-12-15T09:27:52-06:00 2011-06-30 SCHENCK SC 200 E WASHINGTON ST PO BOX 1739 APPLETON WI 549121739 990 2010-07-01 391548450 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC COMM 9208301290 PO BOX 563 APPLETON WI 549120563 JOHN BYKOWSKI 9208301290 2011-11-28 1 MIKE VANDEN HOGEN 9207318111 2010 2016-02-24 21:20:13Z CURT DETJEN PO BOX 563 APPLETON WI 549120563 116893046 0 X WWW.CFFOXVALLEY.ORG X 1986 WI TO SERVE A BROAD RANGE OF PHILANTHROPIC INTERESTS BENEFITING THE FOX VALLEY. 24 23 27 125 0 0 9404659 9958343 111815 263770 5799099 7927877 0 0 15315573 18149990 10448206 9934115 0 0 1401480 1417096 0 0 316722 1310384 1890593 13160070 13241804 2155503 4908186 152957436 178397216 44586686 49272261 108370750 129124955 X TO RECEIVE AND MANAGE PHILANTHROPIC ASSETS, TO MAKE PRUDENT, SENSITIVE AND CREATIVE GRANTS AND TO EXERCISE LEADERSHIP IN THE NONPROFIT AND PUBLIC SECTOR. 0 0 10621366 9934115 263770 THE 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. 10621366 1 1 0 0 1 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 1 9 0 27 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 24 23 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X TERRI TOWLE 9208301290 4455 W LAWRENCE ST APPLETON WI 549120563 KAY ABEL - OCT 2010 0.50 X 0 0 0 JOYCE BYTOF - JUN 2012 0.50 X X 0 0 0 GREGG CURRY - OCT 2010 0.50 X X 0 0 0 TIM HIGGINS - JUN 2013 0.50 X 0 0 0 C RAYMOND DURKEE - MAY 2011 0.50 X X 0 0 0 MIKE LOKENSGARD - JUN 2013 0.50 X 0 0 0 DAVE VANDERZANDEN - JUN 2013 0.50 X 0 0 0 ADALIA JANSEN - OCT 2010 0.50 X 0 0 0 MARK JOHANNSEN - OCT 2011 0.50 X 0 0 0 MARY KABACINSKI - OCT 2011 0.50 X X 0 0 0 MARIE UHRICH - JUN 2012 0.50 X 0 0 0 ROLAND STEPHENSON - JUN 2012 0.50 X 0 0 0 MARNE KELLER-KRIKAVA - OCT 2011 0.50 X 0 0 0 JOHN BYKOWSKI - JUN 2012 0.50 X 0 0 0 PAUL HOFFMAN - JUN 2012 0.50 X 0 0 0 ALAN ZIERLER - JUN 2013 0.50 X 0 0 0 JACK RHODES - JUN 2012 0.50 X 0 0 0 KATHRYN CORREIA - DEC 2011 0.50 X X 0 0 0 NATALIE GEHRINGER MD - JUN 2013 0.50 X 0 0 0 BARB MERRY - JUN 2013 0.50 X 0 0 0 SARAH SCHMIDT - JUN 2013 0.50 X 0 0 0 WILLIAM RAATHS - JUN 2012 0.50 X 0 0 0 STEVE HOOYMAN - JUN 2012 0.50 X X 0 0 0 KEITH DEPIES - JUN 2014 0.50 X X 0 0 0 YVETTE DUNLAP - JUN 2013 0.50 X 0 0 0 JOHN HOGERTY - JUN 2012 0.50 X 0 0 0 DEREK MCDERMOTT - JUN 2012 0.50 X 0 0 0 JEFF WERNER - JUN 2012 0.50 X 0 0 0 CURT DETJEN 40.00 X 171949 0 7345 TERRI TOWLE 40.00 X 113124 0 4612 CATHY MUTSCHLER 40.00 X 89486 0 4444 TAMMY WILLIAMS 40.00 X 85219 0 4084 459778 0 20485 2 0 1 0 COLONIAL CONSULTING 750 THIRD AVENUE 20TH FLOOR NEW YORK NY 10017 CONSULTING FEES 153028 JP MORGAN 270 PARK AVENUE NEW YORK NY 10017 INVESTMENT MGMT FEES 133778 M&I BANK PO BOX 1056 APPLETON WI 54912 INVESTMENT MGMT FEES 133644 FORESTER DIVERSIFIED TWO SOUND VIEW DR THIRD FL GREENWICH CT 06830 INVESTMENT MGMT FEES 108247 4 337062 9621281 2466606 9958343 ADMINISTRATIVE FEE INC 561000 263770 263770 263770 2366682 2366682 104304251 98743056 5561195 5561195 5561195 18149990 263770 0 7927877 9327292 9327292 606823 606823 511901 107927 331959 72015 642795 290339 242807 109649 19179 9689 7146 2344 156384 69428 58709 28247 86837 32077 40880 13880 60723 60723 1465329 1465329 4035 4035 63303 3181 60122 47770 23164 19083 5523 54944 24725 22527 7692 33216 14947 13619 4650 8345 3772 3409 1164 7123 4028 2307 788 50261 22617 20607 7037 54840 45277 7129 2434 EDUCATION 32153 32074 59 20 MISCELLANEOUS 8551 4006 3388 1157 13241804 10621366 2303716 316722 X 851951 1047035 841365 995819 7268 79673 54000 18817 55876 479080 414451 93342 64629 93598073 7163586 57103180 168654925 363767 361346 152957436 178397216 99208 167419 4193931 3161406 40293547 45943436 44586686 49272261 X 107066754 127479996 1303996 1644959 108370750 129124955 152957436 178397216 X 4908186 15846019 X 0 1 1 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EAST 12TH STREET CLINTONVILLE WI 54929 391567545 501(C)3 6973 FOOD, AGRICULTURE & NUTRITION CLINTONVILLE PUBLIC SCHOOLS 45 WEST GREEN TREE ROAD CLINTONVILLE WI 54929 396008413 GOVERNMENT 5392 EDUCATION COMMUNITY CLOTHES CLOSET 1465-B OPPORTUNITY WAY MENASHA WI 54952 391394270 501(C)3 54168 HUMAN SERVICES COMMUNITY HOSPICE FOUNDATION PO BOX 1534 APPLETON WI 549121534 391511977 501(C)3 6660 HUMAN SERVICES COTS PO BOX 1645 APPLETON WI 549121645 391913179 501(C)3 180287 HOUSING & SHELTER CRIES OF THE HEART OUTREACH MINISTRIES E902 SHIRLEY COURT WAUPACA WI 54981 753128752 501(C)3 6973 FOOD, AGRICULTURE & NUTRITION CUTTING EDGE HEALTH TEAM INC 1771 WESTBREEZE DRIVE OSHKOSH WI 54904 208570885 501(C)3 5500 HEALTH CARE DONORS FORUM OF WISCONSIN 759 N MILWAUKEE STREET STE 515 MILWAUKEE WI 53202 396236498 501(C)3 6100 PHILANTHROPY, VOLUNTARISM EAST CENTRAL WISCONSIN REGIONAL PLANNING COMMISSION 400 AHNAIP STREET SUITE 100 MENASHA WI 54952 391170145 GOVERNMENT 6333 ENVIRONMENT EMERGENCY SHELTER OF 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YOUTH DEVELOPMENT FIRST UNITED METHODIST CHURCH OF APPLETON 325 EAST FRANKLIN STREET APPLETON WI 549115476 390943395 501(C)3 6470 RELIGION-RELATED FOOD FOR THE POOR INC 6401 LYONS RD COCONUT CREEK FL 33073 592174510 501(C)3 15246 FOOD, AGRICULTURE & NUTRITION FOX CITIES BOOK FESTIVAL INC PO BOX 1014 APPLETON WI 549121014 391636096 501(C)3 9250 ARTS, CULTURE & HUMANITIES FOX CITIES CHAMBER FOUNDATION PO BOX 1855 APPLETON WI 549131855 391419431 501(C)3 5600 COMMUNITY IMPROVEMENT & CAPACITY BUILDING FOX CITIES COMMUNITY HEALTH CENTER INC 1814 APPLETON ROAD MENASHA WI 54952 202090446 501(C)3 54747 HEALTH CARE FOX CITIES GREENWAYS PO BOX 5 MENASHA WI 54952 391810728 501(C)3 6661 RECREATION & SPORTS FOX CITIES PERFORMING ARTS CENTER 400 W COLLEGE AVE APPLETON WI 54911 391977839 501(C)3 468507 ARTS, CULTURE & HUMANITIES FOX VALLEY HUMANE ASSOCIATION N115 TWO MILE ROAD APPLETON WI 54914 390992559 501(C)3 36900 ANIMAL-RELATED FOX VALLEY LITERACY COALITION INC 103 E WASHINGTON ST APPLETON WI 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SAFETY, DISASTER PREPAREDNESS & RELIEF NEW HOPE CENTER 443 MANHATTAN CHILTON WI 53014 391052724 501(C)3 55037 HUMAN SERVICES NORTHEAST WISCONSIN LAND TRUST 14 TRI-PARK WAY BUILDING 1 APPLETON WI 54914 391867891 501(C)3 38827 ENVIRONMENT OLD GLORY HONOR FLIGHT INC 4650 WEST SPENCER STREET APPLETON WI 54914 270642712 501(C)3 6000 PUBLIC & SOCIETAL BENEFIT OSHKOSH AREA COMMUNITY FOUNDATION 230 OHIO STREET 100 OSHKOSH WI 54902 396041638 501(C)3 433450 PHILANTHROPY, VOLUNTARISM OUR SAVIOR'S LUTHERAN CHURCH 809 S COMMERCIAL ST NEENAH WI 54956 390970217 501(C)3 6600 RELIGION-RELATED OUTAGAMIE COUNTY 410 SOUTH WALNUT STREET APPLETON WI 54911 396005724 GOVERNMENT 5850 HUMAN SERVICES OUTAGAMIE COUNTY HISTORICAL SOCIETY 330 E COLLEGE AVENUE APPLETON WI 54911 391298304 501(C)3 72168 ARTS, CULTURE & HUMANITIES PAPER INDUSTRY INTERNATIONAL HALL OF FAME 425 W WATER STREET APPLETON WI 54911 391861890 501(C)3 20000 ARTS, CULTURE & HUMANITIES QUARRY QUEST INC PO BOX 128 BROWNSVILLE WI 53006 275433500 501(C)3 8417 ENVIRONMENT RAWHIDE BOYS RANCH E7475 RAWHIDE ROAD NEW LONDON WI 549619987 391052471 501(C)3 52290 MENTAL HEALTH & CRISIS INTERVENTION REACH COUNSELING SERVICES INC 1370 SOUTH COMMERCIAL STREET NEENAH WI 54956 391292277 501(C)3 13350 CRIME & LEGAL-RELATED REBUILDING TOGETHER - FOX VALLEY 605 EAST HANCOCK STREET APPLETON WI 54911 392013200 501(C)3 29450 HOUSING & SHELTER REMY BUMPPO THEATRE COMPANY 3717 NORTH RAVENSWOOD AVENUE 245 CHICAGO IL 60613 364457137 501(C)3 5896 ARTS, CULTURE & HUMANITIES ROTARY FOUNDATION OF ROTARY INTERNATIONAL PO BOX 75133 CHICAGO IL 606755133 363245072 501(C)3 7275 COMMUNITY IMPROVEMENT & CAPACITY BUILDING SALVATION ARMY PO BOX 1605 APPLETON WI 549121605 362167910 501(C)3 97803 HUMAN SERVICES SCHOOL DISTRICT OF BONDUEL PO BOX 310 BONDUEL WI 54107 391006039 GOVERNMENT 22000 EDUCATION SEXUAL ASSAULT CRISIS CENTER 17 PARK PLACE 400 APPLETON WI 54914 391309331 501(C)3 33220 MENTAL HEALTH & CRISIS INTERVENTION SHAWANO COUNTY ECONOMIC PROGRESS INC 213 E GREEN BAY ST SHAWANO WI 54166 391661544 501(C)3 26000 COMMUNITY IMPROVEMENT & CAPACITY BUILDING SHAWANO COUNTY HISTORICAL SOCIETY 524 NORTH FRANKLIN STREET SHAWANO WI 54166 237222161 501(C)3 41000 ARTS, CULTURE & HUMANITIES SILVER LAKE COLLEGE 2406 SOUTH ALVERNO ROAD MANITOWOC WI 542209319 390980974 501(C)3 25000 EDUCATION SOCIETY OF ST VINCENT DE PAUL 1100 WEST RYAN STREET BRILLION WI 54110 270164567 501(C)3 6973 HUMAN SERVICES SOLUTIONS AT WORK P O BOX 391349 CAMBRIDGE MA 02139 043262577 501(C)3 10000 HUMAN SERVICES SONOMA COUNTRY DAY SCHOOL 4400 DAY SCHOOL PLACE SANTA ROSA CA 95403 942910715 501(C)3 10000 EDUCATION SPECIAL OLYMPICS WISCONSIN P O BOX 7638 MADISON WI 537077638 391176591 501(C)3 21000 HEALTH CARE SPIERINGS CANCER FOUNDATION INC 810 DEPOT STREET LITTLE CHUTE WI 54140 264201357 501(C)3 10000 DISEASES, DISORDERS & MEDICAL DISCIPLINES ST COLETTA OF WISCONSIN INC N4637 COUNTY HIGHWAY Y JEFFERSON WI 53549 390816855 501(C)3 26375 HUMAN SERVICES ST ELIZABETH HOSPITAL FOUNDATION 1506 S ONEIDA ST APPLETON WI 54915 391256677 501(C)3 126871 HEALTH CARE ST JOHN SACRED HEART PARISH N369 MILITARY ROAD SHERWOOD WI 54169 390865494 501(C)3 7500 RELIGION-RELATED ST JOHN UNITED CHURCH OF CHRIST 1130 W MARQUETTE ST APPLETON WI 54911 390901169 501(C)3 6264 RELIGION-RELATED ST JOSEPH FOOD PROGRAM 1465 A OPPORTUNITY WAY MENASHA WI 54952 391822486 501(C)3 213975 FOOD, AGRICULTURE & NUTRITION ST JOSEPH PARISH-APPLETON 404 W LAWRENCE ST APPLETON WI 54911 390847630 501(C)3 17303 RELIGION-RELATED ST KATHERINE DREXEL PARISH 119 WEST SEVENTH STREET KAUKAUNA WI 54130 391035889 501(C)3 7448 FOOD, AGRICULTURE & NUTRITION ST MARGARET MARY PARISH 439 WASHINGTON AVENUE NEENAH WI 54956 390807228 501(C)3 27113 RELIGION-RELATED ST MARTIN LUTHERAN SCHOOL 100 S CLINTON AVE CLINTONVILLE WI 54929 390825337 501(C)3 5000 EDUCATION ST MARY PARISH MENASHA 528 SECOND STREET MENASHA WI 54952 390845602 501(C)3 49000 RELIGION-RELATED ST MARY PARISH-APPLETON 312 S STATE ST APPLETON WI 54911 390810526 501(C)3 26247 RELIGION-RELATED ST PATRICK CATHOLIC CHURCH 324 NICOLET BLVD MENASHA WI 54952 390967024 501(C)3 30000 RELIGION-RELATED ST THOMAS EPISCOPAL CHURCH 226 WASHINGTON STREET MENASHA WI 54952 390816875 501(C)3 56550 RELIGION-RELATED ST VINCENT DE PAUL - NEW HOLSTEIN 1814 MADISON NEW HOLSTEIN WI 53061 341464638 501(C)3 6973 FOOD, AGRICULTURE & NUTRITION ST VINCENT DE PAUL SOCIETY OF SHEBOYGAN 4215 HWY 42 NORTH SHEBOYGAN WI 53083 390833611 501(C)3 10000 RELIGION-RELATED STANFORD UNIVERSITY 326 GALVEZ STREET STANFORD CA 94305 941156365 501(C)3 10000 EDUCATION STEP INDUSTRIES INC 1010 STROHMEYER DR NEENAH WI 54956 391417716 501(C)3 82000 EMPLOYMENT THE APPLETON ABC PROGRAM INC PO BOX 424 APPLETON WI 54912 391099679 501(C)3 6585 EDUCATION THE ARC FOX CITIES INC 375 WINNEBAGO AVENUE MENASHA WI 54952 753202931 501(C)3 15950 HUMAN SERVICES THE BUILDING FOR KIDS 100 W COLLEGE AVE APPLETON WI 549115706 391706260 501(C)3 18637 INTERNATIONAL, FOREIGN AFFAIRS THE NATIONAL ABILITY CENTER 1000 ABILITY WAY PARK CITY UT 84068 943025807 501(C)3 5896 RECREATION & SPORTS THE NATURE CONSERVANCY 633 W MAIN STREET MADISON WI 53703 530242652 501(C)3 7608 ENVIRONMENT THE REHABILITATION INSTITUTE OF CHICAGO 345 EAST SUPERIOR STREET CHICAGO IL 606112654 362256036 501(C)3 10631 HEALTH CARE THE SAMARITAN COUNSELING CENTER OF THE FOX VALLEY INC 1478 KENWOOD DRIVE MENASHA WI 54952 391214216 501(C)3 33200 MENTAL HEALTH & CRISIS INTERVENTION THE TROUT MUSEUM OF ART 111 WEST COLLEGE AVENUE APPLETON WI 54911 396056442 501(C)3 187850 ARTS, CULTURE & HUMANITIES THE BREAST CANCER RESEARCH FOUNDATION INC 60 EAST 56TH STREET 8TH FLOOR NEW YORK NY 10022 133727250 501(C)3 22000 MEDICAL RESEARCH THEDA CLARK MEDICAL CENTER FOUNDATION 130 SECOND STREET NEENAH WI 54956 311550056 501(C)3 13600 HEALTH CARE THEDACARE INC PO BOX 8025 APPLETON WI 549128025 391509362 501(C)3 125129 HEALTH CARE TRI-COUNTY COMMUNITY DENTAL CLINIC 9 TRI-PARK WAY APPLETON WI 54914 470862462 501(C)3 61650 HUMAN SERVICES TRINITY LUTHERAN SCHOOL 410 OAK STREET NEENAH WI 54956 390960044 501(C)3 30300 ENVIRONMENT TWIN CITY CATHOLIC EDUCATIONAL SYSTEM 1050 ZEPHYR DRIVE NEENAH WI 54956 391656963 501(C)3 77217 EDUCATION UNITED METHODIST CHURCH 57663 142ND ST MAPLETON MN 56065 411464646 501(C)3 10000 RELIGION-RELATED UNITED WAY FOX CITIES 1455 MIDWAY ROAD MENASHA WI 54952 390912895 501(C)3 84616 PHILANTHROPY, VOLUNTARISM UNIVERSITY OF WISCONSIN - FOX VALLEY FOUNDATION 1478 MIDWAY ROAD MENASHA WI 54952 391277701 501(C)3 16615 EDUCATION UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC 842 ALGOMA BLVD OSHKOSH WI 54901 396076856 501(C)3 10000 EDUCATION UNIVERSITY OF WISCONSIN SYSTEM PO BOX 500 MILWAUKEE WI 532010500 391805963 GOVERNMENT 6116 EDUCATION USA YOUTH P O BOX 532 APPLETON WI 54912 391785654 501(C)3 10000 RECREATION & SPORTS UW FOUNDATION INC PO BOX 78807 MILWAUKEE WI 532780807 390743975 501(C)3 15813 EDUCATION VALLEY VNA HEALTH SYSTEMS 1535 LYON DRIVE NEENAH WI 54952 391624803 501(C)3 10440 HEALTH CARE VALPARAISO UNIVERSITY 1700 CHAPEL DR VALPARAISO IN 46383 350868125 501(C)3 17500 EDUCATION VILLAGE OF KIMBERLY 515 W KIMBERLY AVE KIMBERLY WI 54136 396006297 GOVERNMENT 8500 ARTS, CULTURE & HUMANITIES WAUPACA AREA FOOD PANTRY 222 VISTA COURT WAUPACA WI 54981 391718861 501(C)3 7573 FOOD, AGRICULTURE & NUTRITION WAUPACA COUNTY NATURAL RESOURCES FOUNDATION 811 HARDING STREET WAUPACA WI 54981 391803323 501(C)3 21350 FOOD, AGRICULTURE & NUTRITION WAUPACA COUNTY OPPORTUNITIES INC 107 SOUTH MAIN STREET WAUPACA WI 54981 391951019 501(C)3 6000 EDUCATION WAUPACA HISTORICAL SOCIETY 321 S MAIN ST WAUPACA WI 54981 391096279 501(C)3 8234 ARTS, CULTURE & HUMANITIES WAYLAND ACADEMY 101 N UNIVERSITY AVENUE BEAVER DAM WI 53916 390806363 501(C)3 15500 EDUCATION WEY-MONT FOOD PANTRY P O BOX 281 WEYAUWEGA WI 54983 391768518 501(C)3 6973 FOOD, AGRICULTURE & NUTRITION WHITE HERON CHORALE PO BOX 221 APPLETON WI 549120221 930838178 501(C)3 26500 ARTS, CULTURE & HUMANITIES WINNEBAGO COUNTY DEPARTMENT OF HUMAN SERVICES 211 NORTH COMMERCIAL STREET NEENAH WI 54956 396005760 GOVERNMENT 14553 HOUSING & SHELTER WISCONSIN CIVIL JUSTICE EDUCATION FOUNDATION INC 44 EAST MIFFLIN STREET 402 MADISON WI 53703 392033748 501(C)3 25000 EDUCATION WISCONSIN PARKINSON ASSOCIATION 945 N 12TH ST SUITE 4602 MILWAUKEE WI 53233 391492810 501(C)3 16494 HEALTH CARE WISCONSIN PUBLIC BROADCASTING FOUNDATION INC BOX 88698 MILWAUKEE WI 532880698 391447533 501(C)3 4475 ARTS, CULTURE & HUMANITIES WISCONSIN PUBLIC RADIO ASSOCIATION INC 821 UNIVERSITY AVENUE MADISON WI 53706 237363536 501(C)3 17885 ARTS, CULTURE & HUMANITIES WISCONSIN RIGHT TO LIFE EDUCATION FUND 10625 W NORTH AVENUE LL MILWAUKEE WI 53226 391548867 501(C)3 8396 CIVIL RIGHTS, SOCIAL ACTION & ADVOCACY WITTENBERG-BIRNAMWOOD SCHOOL DISTRICT 400 W GRAND AVE WITTENBERG WI 54499 396005291 GOVERNMENT 10000 RECREATION & SPORTS WOLF RIVER HABITAT FOR HUMANITY PO BOX 532 SHAWANO WI 54166 391906510 501(C)3 7000 HOUSING & SHELTER SCHOOL DISTRICT OF WAUPACA 515 SCHOOL STREET WAUPACA WI 54981 391779223 GOVERNMENT 8116 ARTS, CULTURE & HUMANITIES YALE UNIVERSITY PO BOX 208288 NEW HAVEN CT 065208288 060646973 501(C)3 10000 EDUCATION YMCA OF THE FOX CITIES 218 EAST LAWRENCE STREET APPLETON WI 54911 390806191 501(C)3 78135 HUMAN SERVICES YOUTH GO 213 NICOLET BLVD NEENAH WI 54956 391137233 501(C)3 21262 HUMAN SERVICES 203 SCHOLARSHIPS FOR STUDENTS ATTENDING VARIOUS COLLEGES 291 606823 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. X X X 0 0 0 0 0 0 0 0 0 CURT DETJEN 157506 0 0 0 14443 0 0 0 7345 0 179294 0 0 0 JOYCE BYTOF BOARD MEMBER 133644 JOYCE SERVES ON THE BOARD OF M&I BANK FOX CITIES WHOM THE FOUNDATION USES AS AN INVESTMENT MANAGER AND CUSTODIAN. 0 X 61 2466606 AVE HIGH/LOW @ DATE GIFT 0 0 1 1 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. FORM 990, PART VI, SECTION A, LINE 2 DAVE VANDER ZANDEN AND ROLAND STEPHENSON HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE 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 7A ELECTION 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 7B MEMBERS 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 11 THE 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. FORM 990, PART VI, SECTION B, LINE 12C 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 15 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 C, LINE 19 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 15,846,019. THE WILLIAM J AND BARBARA A SCHMIDT FAMILY FOUNDATION INC PO BOX 563 APPLETON WI 549120563 391869271 SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 0 MIELKE FAMILY FOUNDATION INC PO BOX 563 APPLETON WI 549120563 396074258 SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 0 DOUG AND CARLA SALMON FOUNDATION INC PO BOX 563 APPLETON WI 549120563 820566250 SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 0 APPLETON EDUCATION FOUNDATION INC PO BOX 563 APPLETON WI 549120563 391866090 SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 0 COMMUNITY REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC PO BOX 563 APPLETON WI 549120563 200875816 SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 0 MYRA M AND ROBERT L VANDEHEY FOUNDATION INC PO BOX 563 APPLETON WI 549120563 391649245 SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 0 WOMEN'S FUND FOR THE FOX VALLEY REGION INC PO BOX 563 APPLETON WI 549120563 203096562 SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 0 ROBERT AND PATRICIA ENDRIES FAMILY FOUNDATION LTD PO BOX 563 APPLETON WI 549120563 203896774 SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 0 0 1 1 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0