APPLETON EDUCATION FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- APPLETON EDUCATION FOUNDATION INC (EIN 39-1866090)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349306273
- Schema version
- 2023v5.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T11:18:01-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST WASHINGTON STREET | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 549115481 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391866090 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPLETON EDUCATION FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | APPL | BusinessNameControlTxt |
| Phone | 9208321517 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 E COLLEGE AVE 1-B | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54911 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE TOONEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9208321517 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL VANDENHOGEN | PreparerPersonNm |
| PTIN | P00499282 | PTIN |
| Phone | 9207318111 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JULIE KRAUSE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 E COLLEGE AVE 1-B | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54911 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,273,278 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.APPLETONEDUCATIONFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO CREATIVELY ENHANCE EDUCATION IN THE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $543,211 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,170,211 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $40,834 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $227,976 | CYProgramServiceRevenueAmt |
| PY Investment Income | $111,302 | PYInvestmentIncomeAmt |
| CY Investment Income | $214,467 | CYInvestmentIncomeAmt |
| PY Other Revenue | $82,797 | PYOtherRevenueAmt |
| CY Other Revenue | $3,683 | CYOtherRevenueAmt |
| PY Total Revenue | $778,144 | PYTotalRevenueAmt |
| CY Total Revenue | $1,616,337 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $248,859 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $297,546 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $204,651 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $219,068 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $84,628 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $121,409 | PYOtherExpensesAmt |
| CY Other Expenses | $247,009 | CYOtherExpensesAmt |
| PY Total Expenses | $574,919 | PYTotalExpensesAmt |
| CY Total Expenses | $763,623 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $203,225 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $852,714 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,494,049 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,037,729 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,346 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $943,090 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,487,703 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,094,639 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO CREATIVELY ENHANCE EDUCATION IN THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $445,839 | ExpenseAmt |
| Grant | $297,546 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | AWARDED GRANTS TOTALING OVER $297,000 TO SUPPORT EDUCATIONAL PROJECTS AND PROGRAMS BENEFITING APPLETON AREA SCHOOL DISTRICT STUDENTS AND STAFF MEMBERS, AS WELL AS THE COMMUNITY. EARLY CHILDHOOD DEVELOPMENT & KINDERGARTEN READINESS, AS WELL AS CAREER BASED LEARNING CONTINUE TO BE KEY INTEREST AREAS. MORE THAN $5 MILLION AWARDED SINCE 1997. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $49,501 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $227,976 | RevenueAmt |
| Desc | RENTED OFFICE SPACE TO THE APPLETON AREA SCHOOL DISTRICT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $495,340 | 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 |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 5 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELLE WEBER | 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| ABBY LIEBERGEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AL JOHNSON | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOE TOONEN | |||||||
| TREASURER & DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVID PLATT | |||||||
| PRESIDENT & DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DON HIETPAS | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD RUFFOLO | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| AARON SASS | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KRISTIN SCHROEDER | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| NANCY JOHNSHOY | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | 0.50 | |
| ZACH SNELL | |||||||
| VICE PRESIDENT & DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| YVETTE DUNLAP | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SHANE KOHL | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KYLE TRIPP | |||||||
| SECRETARY & DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MIKE CURRY | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT SCHEWE | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KRISTEN FISCHER | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ALLISON MOESCHBERGER | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JULIE KRAUSE | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $0 | $95,272 | $3,806 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $95,272 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,806 | 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 |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION FOR THE FOX VALLEY | BusinessNameLine1Txt |
Contractor Address ContractorAddress
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) |
|---|---|---|
| Services | LEASED EMPLOYEES AND ADMINISTRATIVE FEES | ServicesDesc |
| Compensation | $277,388 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $60,745 | FundraisingAmt |
| Related Organizations | $53,863 | RelatedOrganizationsAmt |
| Government Grants | $20,689 | GovernmentGrantsAmt |
| All Other Contributions | $1,034,914 | AllOtherContributionsAmt |
| Noncash Contributions | $418,379 | NoncashContributionsAmt |
| Total Contributions | $1,170,211 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT | Desc |
| Business | 531120 | BusinessCd |
| Total Revenue Column | $227,976 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $227,976 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $227,976 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $87,677 | TotalRevenueColumnAmt |
| Exclusion | $87,677 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,757,197 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,630,407 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $126,790 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $126,790 | TotalRevenueColumnAmt |
| Exclusion | $126,790 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $18,902 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $60,745 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $26,305 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,403 | TotalRevenueColumnAmt |
| Exclusion | -$7,403 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $4,720 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $229 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,491 | TotalRevenueColumnAmt |
| Exclusion | $4,491 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,595 | TotalRevenueColumnAmt |
| Exclusion | $6,595 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,595 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,616,337 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $227,976 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $218,150 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,048 | TotalAmt |
| Program Services | $277,048 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,498 | TotalAmt |
| Program Services | $20,498 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,078 | TotalAmt |
| Program Services | $29,723 | ProgramServicesAmt |
| Management And General | $49,539 | ManagementAndGeneralAmt |
| Fundraising | $19,816 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,359 | TotalAmt |
| Program Services | $75,042 | ProgramServicesAmt |
| Management And General | $22,653 | ManagementAndGeneralAmt |
| Fundraising | $18,664 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,631 | TotalAmt |
| Program Services | $1,778 | ProgramServicesAmt |
| Management And General | $1,206 | ManagementAndGeneralAmt |
| Fundraising | $647 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,320 | TotalAmt |
| Program Services | $29,160 | ProgramServicesAmt |
| Management And General | $29,160 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,500 | TotalAmt |
| Management And General | $6,500 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,694 | TotalAmt |
| Management And General | $11,694 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,540 | TotalAmt |
| Management And General | $16,540 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,971 | TotalAmt |
| Management And General | $4,971 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,978 | TotalAmt |
| Fundraising | $24,978 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,439 | TotalAmt |
| Program Services | $4,056 | ProgramServicesAmt |
| Management And General | $5,906 | ManagementAndGeneralAmt |
| Fundraising | $1,477 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $729 | TotalAmt |
| Program Services | $357 | ProgramServicesAmt |
| Management And General | $242 | ManagementAndGeneralAmt |
| Fundraising | $130 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37 | TotalAmt |
| Program Services | $18 | ProgramServicesAmt |
| Management And General | $12 | ManagementAndGeneralAmt |
| Fundraising | $7 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,386 | TotalAmt |
| Program Services | $7,509 | ProgramServicesAmt |
| Management And General | $1,220 | ManagementAndGeneralAmt |
| Fundraising | $657 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,331 | TotalAmt |
| Program Services | $23,667 | ProgramServicesAmt |
| Management And General | $16,051 | ManagementAndGeneralAmt |
| Fundraising | $8,613 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,151 | TotalAmt |
| Program Services | $22,110 | ProgramServicesAmt |
| Management And General | $14,995 | ManagementAndGeneralAmt |
| Fundraising | $8,046 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,680 | TotalAmt |
| Program Services | $2,781 | ProgramServicesAmt |
| Management And General | $1,886 | ManagementAndGeneralAmt |
| Fundraising | $1,013 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATION | Desc |
| Total | $3,253 | TotalAmt |
| Program Services | $1,593 | ProgramServicesAmt |
| Management And General | $1,080 | ManagementAndGeneralAmt |
| Fundraising | $580 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $763,623 | TotalAmt |
| Program Services | $495,340 | ProgramServicesAmt |
| Management And General | $183,655 | ManagementAndGeneralAmt |
| Fundraising | $84,628 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,399 | BOYAmt |
| EOY | $24,157 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,100 | BOYAmt |
| EOY | $3,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,711,720 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $117,426 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,145 | BOYAmt |
| EOY | $1,594,294 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,093,596 | BOYAmt |
| EOY | $2,778,874 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,099,118 | BOYAmt |
| EOY | $6,637,404 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,691 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,494,049 | BOYAmt |
| EOY | $11,037,729 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,346 | BOYAmt |
| EOY | $9,091 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $933,999 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,346 | BOYAmt |
| EOY | $943,090 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,486,603 | BOYAmt |
| EOY | $10,091,639 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,100 | BOYAmt |
| EOY | $3,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,487,703 | BOYAmt |
| EOY | $10,094,639 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,494,049 | BOYAmt |
| EOY | $11,037,729 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $852,714 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $754,222 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | $58,320 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $58,320 | 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 | Yes (1) | 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 |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A (FORM 990) PART IV, SECTION A, LINE 6 | FormAndLineReferenceDesc |
| Explanation | THE FILING ORGANIZATION MAKES GRANTS IN SUPPORT OF ITS SUPPORTED ORGANIZATION'S (COMMUNITY FOUNDATION FOR FOX VALLEY REGION, INC) CHARITABLE MISSION. GRANTS MADE BY THE FILING ORGANIZATION ARE CONSISTENT WITH THOSE MADE DIRECTLY BY THE SUPPORTED ORGANIZATION. THEREFORE, THE FILING ORGANIZATION IS OPERATED TO PERFORM THE FUNCTIONS OF OR CARRYOUT THE PURPOSES OF ITS SPECIFIED SUPPORTED ORGANIZATION. | ExplanationTxt |
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 | 6 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 91 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $15,550 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,206,544 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $16,979 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $332,450 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $313,991 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $6,554,969 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,702,300 | OtherCostOrOtherBasisAmt |
| Depreciation | $108,390 | DepreciationAmt |
| Book Value | $1,593,910 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,410 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,026 | DepreciationAmt |
| Book Value | $384 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,010 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,010 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,594,294 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $3,225,679 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITIES | $1,733,332 | F |
| FIXED INCOME | $424,551 | F |
| HEDGE FUNDS | $350,814 | F |
| VENTURE CAPITAL | $860,685 | F |
| REAL ESTATE | $42,343 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,637,404 | TotalBookValueSecuritiesAmt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $323,314 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENTS | $15,393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $338,707 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $338,707 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | COLUMN F INCLUDES $338,707 OF BOOK VALUE OF INVESTMENTS. THE ORGANIZATION FOLLOWS THE ACCRUAL METHOD OF ACCOUNTING AND ITS INVESTMENTS ARE RECORDED AT FAIR MARKET VALUE. APPLETON EDUCATION FOUNDATION IS A SUPPORTING ORGANIZATION OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. THE REPORTED AMOUNT OF INVESTMENTS REPRESENTS APPLETON EDUCATION FOUNDATION'S ALLOCATED PERCENTAGE OF THE INVESTMENTS THAT ARE LEGALLY OWNED BY THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $71,597 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $55,260 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,337 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $7,776 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,992 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $793 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $2,386 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $71,597 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $55,260 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $16,337 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,776 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $3,992 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $793 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,386 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $14,947 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $1,390 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| APPLETON AREA SCHOOL DISTRICT | ||||||||
| PO BOX 2019 | APPLETON | WI | 549122019 | 396000710 | GOVERNMENT | $250,548 | $0 | EDUCATION |
| CARE FOX CITIES | ||||||||
| 267 RIVER DRIVE | APPLETON | WI | 54915 | 814004928 | 501(C)(3) | $11,000 | $0 | COMMUNITY IMPROVEMENT & CAPACITY BUILDING |
| THE BUILDING FOR KIDS | ||||||||
| 100 W COLLEGE AVE | APPLETON | WI | 549115735 | 391706260 | 501(C)(3) | $10,000 | $0 | YOUTH DEVELOPMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR GRADUATES OF THE APPLETON AREA SCHOOL DISTRICT | GrantTypeTxt |
| Recipient | 25 | RecipientCnt |
| Cash Grant | $20,498 | CashGrantAmt |
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 THE 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 | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,079 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVE HIGH/LOW @ DATE | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $417,300 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | 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 | COLUMN B REPORTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | RENTED OFFICE SPACE TO THE APPLETON AREA SCHOOL DISTRICT. |
| FORM 990, PART V, LINE 2A | APPLETON EDUCATION FOUNDATION LEASES ALL OF ITS EMPLOYEES FROM THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. PAYROLL AND BENEFITS ARE HANDLED ADMINISTRATIVELY THROUGH THE COMMUNITY FOUNDATION AND BILLED BACK TO THE APPLETON EDUCATION FOUNDATION FOR THE ACTUAL WAGES AND BENEFITS PAID. |
| 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 APPLETON EDUCATION FOUNDATION, INC. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | BOTH THE EXECUTIVE DIRECTOR AND THE TREASURER WILL REVIEW FOR REASONABLENESS AND APPROVE FOR FILING THE FORM 990 ON AN ANNUAL BASIS. THE ENTIRE BOARD OF DIRECTORS WILL BE PROVIDED WITH A COPY OF THE FORM 990 ANNUALLY BEFORE THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, BOARD MEMBERS, COMMITTEE MEMBERS, AND CERTAIN STAFF ARE ASKED TO COMPLETE THE CONFLICT OF INTEREST DISCLOSURE DOCUMENT. IF A CONFLICT OF INTEREST ARISES DURING THE TERM OF OFFICE OR EMPLOYMENT, THE RESPONSIBLITY OF DECLARING THE CONFLICT, WITH FULL DISCLOSURE OF PERTINENT FACTS RESTS WITH THE INDIVIDUAL. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PROCESS FOR DETERMINING THE EXECUTIVE DIRECTOR'S COMPENSATION SHALL GENERALLY INCLUDE THE FOLLOWING: -GATHER RELEVANT COMPENSATION SURVEY INFORMATION -PRESIDENT OF THE BOARD OF DIRECTORS SHALL INITATE A REVIEW AND EVALUATION OF THE EXECUTIVE DIRECTOR'S PERFORMANCE, WITH INPUT FROM THE EXECUTIVE COMMITTEE MEMEBERS AND/OR OTHER MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS OR OTHER STAKEHOLDERS. -PRESIDENT OF THE BOARD OF DIRECTORS DEVELOPS A PERFORMANCE EVALUATION REPORT AND COMPENSATION RECOMMENDATION FOR APPROVAL BY THE EXECUTIVE COMMITTEE. -EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION RECOMMENDATION AND FORWARDS THE SAME TO THE BOARD OF DIRECTORS WITH THE EXECUTIVE COMMITTEE'S ACTIONS THEREON. -PRESIDENT OF THE BOARD OF DIRECTORS INFORMS THE EXECUTIVE DIRECTOR OF THE EXECUTIVE DIRECTOR'S COMPENSATION AS APPROVED BY THE BOARD OF DIRECTORS. -THE FOUNDATION CONTRACTS ITS STAFF WITH THE COMMUNITY FOUNDATION FOR THE FOX VALLEY, INC. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOLLOWING DOCUMENTS MAY BE OBTAINED BY CONTACTING: EXECUTIVE DIRECTOR APPLETON EDUCATION FOUNDATION 122 E. COLLEGE AVENUE, SUITE 1-B APPLETON, WI 54911 (920)832-1517 -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 AND ANNUAL REPORT, WHICH INCLUDES THE APPLETON EDUCATION FOUNDATION, INC., ON ITS WEBSITE AT WWW.CFFOXVALLEY.ORG. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE BOLDT FAMILY FUND INC | |||||||||||
| 4455 W LAWRENCE ST | APPLETON | WI | 54914 | 812176525 | SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION | WI | 501(C)(3) | 12-1 | CFFVR INC | 0 | |
| ROBERT AND PATRICIA ENDRIES FAMILY FOUNDATION LTD | |||||||||||
| 4455 W LAWRENCE ST | APPLETON | WI | 54914 | 203896774 | SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION | WI | 501(C)(3) | 12-1 | CFFVR INC | 0 | |
| WOMEN'S FUND FOR THE FOX VALLEY REGION INC | |||||||||||
| 4455 W LAWRENCE ST | APPLETON | WI | 54914 | 203096562 | SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION | WI | 501(C)(3) | 12-1 | CFFVR INC | 0 | |
| COMMUNITY REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC | |||||||||||
| 4455 W LAWRENCE ST | APPLETON | WI | 54914 | 200875816 | SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION | WI | 501(C)(3) | 12-1 | CFFVR INC | 0 | |
| THE WILLIAM J AND BARBARA A SCHMIDT FAMILY FOUNDATION INC | |||||||||||
| 4455 W LAWRENCE ST | APPLETON | WI | 54914 | 391869271 | SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION | WI | 501(C)(3) | 12-1 | CFFVR INC | 0 | |
| DOUG & CARLA SALMON FOUNDATION INC | |||||||||||
| 4455 W LAWRENCE ST | APPLETON | WI | 54914 | 820566250 | SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION | WI | 501(C)(3) | 12-1 | CFFVR INC | 0 | |
| MIELKE FAMILY FOUNDATION INC | |||||||||||
| 4455 W LAWRENCE ST | APPLETON | WI | 54914 | 396074258 | SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION | WI | 501(C)(3) | 12-1 | CFFVR INC | 0 | |
| COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC | |||||||||||
| 4455 W LAWRENCE ST | APPLETON | WI | 54914 | 391548450 | SERVE A RANGE OF PHILANTROPICAL INTEREST BENEFITING THE FV AREA | WI | 501(C)(3) | 8 | 0 | N/A | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINAGAMIE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 E COLLEGE AVE SUITE 1B | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54911 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391041825 | EIN |
| Primary Activities | GOLF COURSE | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPLETON EDUCATION FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $1,467,250 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $2,561,233 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments