WOMENS FUND FOR THE FOX VALLEY REGION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WOMENS FUND FOR THE FOX VALLEY REGION INC (EIN 20-3096562)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202333199349307633
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T10:33:02-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 EAST WASHINGTON STREETAddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP549115481ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203096562EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WOMEN'S FUND FOR THE FOX VALLEY REGIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWOMEBusinessNameControlTxt
Phone9208301290PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14455 W LAWRENCE STAddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54914ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA JERMAINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9208301290PhoneNum
Signature2023-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLISAPersonFirstNm
Person LastJERMAINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL VANDENHOGENPreparerPersonNm
PTINP00499282PTIN
Phone9207318111PhoneNum
Preparation2023-11-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJULIE KELLERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14455 W LAWRENCE STAddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54914ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,301,743GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WOMENSFUNDFVR.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2005FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionINVEST IN WOMEN AND GIRLS THROUGH GRANTS, ADVOCACY, AND EDUCATION.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers60TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$483,168PYContributionsGrantsAmt
CY Contributions Grants$380,767CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$74,698PYInvestmentIncomeAmt
CY Investment Income$62,456CYInvestmentIncomeAmt
PY Other Revenue$3,925PYOtherRevenueAmt
CY Other Revenue$49,572CYOtherRevenueAmt
PY Total Revenue$561,791PYTotalRevenueAmt
CY Total Revenue$492,795CYTotalRevenueAmt
PY Grants And Similar Paid$57,489PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$154,551CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$98,186PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$187,600CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$16,224CYTotalFundraisingExpenseAmt
PY Other Expenses$24,615PYOtherExpensesAmt
CY Other Expenses$63,359CYOtherExpensesAmt
PY Total Expenses$180,290PYTotalExpensesAmt
CY Total Expenses$405,510CYTotalExpensesAmt
PY Revenues Less Expenses$381,501PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$87,285CYRevenuesLessExpensesAmt
Total Assets BOY$3,455,805TotalAssetsBOYAmt
Total Assets EOY$3,052,305TotalAssetsEOYAmt
Total Liabilities BOY$8,840TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,546TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,446,965NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,044,759NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROMOTE THE ADVANCEMENT OF WOMEN AND GIRLS IN OUR COMMUNITY - REFLECTING OUR VISION OF A COMMUNITY OF EQUALITY WHERE POWER AND OPPORTUNITY ARE NOT LIMITED BY GENDER.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$349,764ExpenseAmt
Grant$154,551GrantAmt
DescTHE WOMEN'S FUND FOR THE FOX VALLEY HARNESSES THE COLLECTIVE POWER OF PHILANTHROPY TO DIRECT RESOURCES ON CREATING, STRENGTHENING, AND ACCELERATING OPPORTUNITIES THAT ENABLE WOMEN AND GIRLS TO ACHIEVE THEIR FULL POTENTIAL. THIS WORK IS DONE THROUGH GRANTING, EDUCATION, ADVOCACY, AND STRATEGIC INITIATIVES. THE WOMEN'S FUND ADOPTED FOCUS AND PRIORITY AREAS TO HAVE AN EVEN GREATER IMPACT FOR WOMEN AND GIRLS. IN 2022 THE WOMEN'S FUND PROVIDED 82 GRANTS TO 24 DIFFERENT ORGANIZATIONS TO SUPPORT OUR FOCUS OF ADVANCING ECONOMIC OPPORTUNITIES FOR WOMEN AND GIRLS THROUGH THREE PRIORITY AREAS: CONTINUING EDUCATION; LIFE SKILLS, MENTORING AND SUPPORTS; AND MENTAL AND EMOTIONAL WELLNESS. THE WOMEN'S FUND HOSTS GIRL-POWERED GIVING, ENGAGING HIGH SCHOOL GIRLS IN LEADERSHIP, COMMUNITY SERVICE AND TEACHING THE NEXT GENERATION OF FEMALE LEADERS ABOUT PHILANTHROPY. THROUGH EDUCATIONAL EVENTS, ADVOCACY AND RESEARCH, THE WOMEN'S FUND INFORMS THE COMMUNITY ABOUT THE ISSUES AND CHALLENGES FACING WOMEN AND GIRLS AND SUPPORTS SOLUTIONS FOR WOMEN AND GIRLS TO THRIVE.Desc
Total Program Service Expenses$349,764TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KELLY RANDERSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9208301290PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14455 W LAWRENCE STAddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54914ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
AMY PRICE
DIRECTOR0.50Yes (X)$0$0$0
AMY VAN STRATEN
DIRECTOR0.50Yes (X)$0$0$0
JENNIFER HAAS
DIRECTOR0.50Yes (X)$0$0$0
KIM WETZEL
PAST PRESIDENT AND DIRECTOR0.50Yes (X)$0$0$0Yes (X)
LISA JERMAIN
PRESIDENT AND DIRECTOR0.50Yes (X)$0$0$0Yes (X)
LORA ZIMMER
DIRECTOR0.50Yes (X)$0$0$0
SARAH PAULSON
DIRECTOR0.50Yes (X)$0$0$0
JESSICA BROWN
SECRETARY/TREASURER AND DIRECTOR0.50Yes (X)$0$0$0Yes (X)
MICHELLE DEJNO
DIRECTOR0.50Yes (X)$0$0$0
ADRIENNE HARTMAN
DIRECTOR0.50Yes (X)$0$0$0
SARAH JANSEN
DIRECTOR0.50Yes (X)$0$0$0
REBECCCA KELLNER
DIRECTOR0.50Yes (X)$0$0$0
CARMIN SOK
DIRECTOR0.50Yes (X)$0$0$0
MICHELE NEVINS
DIRECTOR0.50Yes (X)$0$0$0
RAISA RAMOS
DIRECTOR0.50Yes (X)$0$0$0
KERRY SCHERER
DIRECTOR0.50Yes (X)$0$0$0
KRISTY HESSE
DIRECTOR0.50Yes (X)$0$0$0
JULIE KELLER
EXECUTIVE DIRECTOR40.00$0$90,795$3,627Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$90,795TotReportableCompRltdOrgAmt
Total Other Compensation$3,627TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION FOR THE FOX VALLEYBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line14455 W LAWRENCE STAddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54914ZIPCd
FieldValueIRS element (for citing)
ServicesLEASED EMPLOYEES AND ADMINISTRATIVE FEESServicesDesc
Compensation$211,972CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Fundraising$157,000FundraisingAmt
Related Organizations$66,243RelatedOrganizationsAmt
All Other Contributions$157,524AllOtherContributionsAmt
Noncash Contributions$18,800NoncashContributionsAmt
Total Contributions$380,767TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,372TotalRevenueColumnAmt
Exclusion$29,372ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$793,235SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$760,151SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$33,084SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$33,084TotalRevenueColumnAmt
Exclusion$33,084ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$83,599FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$157,000ContriRptFundraisingEventAmt
Fundraising Direct Expenses$48,058FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,541TotalRevenueColumnAmt
Exclusion$35,541ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$14,770GamingGrossIncomeAmt
Gaming Direct Expenses$739GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,031TotalRevenueColumnAmt
Exclusion$14,031ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$492,795TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$112,028ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$152,551TotalAmt
Program Services$152,551ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$2,000TotalAmt
Program Services$2,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$94,422TotalAmt
Program Services$81,203ProgramServicesAmt
Management And General$5,665ManagementAndGeneralAmt
Fundraising$7,554FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$90,454TotalAmt
Program Services$77,768ProgramServicesAmt
Management And General$5,640ManagementAndGeneralAmt
Fundraising$7,046FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,582TotalAmt
Program Services$2,220ProgramServicesAmt
Management And General$158ManagementAndGeneralAmt
Fundraising$204FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$142TotalAmt
Program Services$122ProgramServicesAmt
Management And General$9ManagementAndGeneralAmt
Fundraising$11FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$24,372TotalAmt
Program Services$12,186ProgramServicesAmt
Management And General$12,186ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,175TotalAmt
Management And General$3,175ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$9,166TotalAmt
Management And General$9,166ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,590TotalAmt
Management And General$2,590ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$711TotalAmt
Program Services$506ProgramServicesAmt
Fundraising$205FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,337TotalAmt
Program Services$18,623ProgramServicesAmt
Management And General$749ManagementAndGeneralAmt
Fundraising$965FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,203TotalAmt
Program Services$1,894ProgramServicesAmt
Management And General$135ManagementAndGeneralAmt
Fundraising$174FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$201TotalAmt
Program Services$172ProgramServicesAmt
Management And General$12ManagementAndGeneralAmt
Fundraising$17FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescEDUCATION & TRAININGDesc
Total$604TotalAmt
Program Services$519ProgramServicesAmt
Management And General$37ManagementAndGeneralAmt
Fundraising$48FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$405,510TotalAmt
Program Services$349,764ProgramServicesAmt
Management And General$39,522ManagementAndGeneralAmt
Fundraising$16,224FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$200BOYAmt
EOY$3,550EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$27,567EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$162,096BOYAmt
EOY$4,250EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,093,988BOYAmt
EOY$1,196,679EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,199,521BOYAmt
EOY$1,820,259EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,455,805BOYAmt
EOY$3,052,305EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$8,600BOYAmt
EOY$6,546EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$240BOYAmt
EOY$1,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,840BOYAmt
EOY$7,546EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,284,869BOYAmt
EOY$3,040,509EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$162,096BOYAmt
EOY$4,250EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,446,965BOYAmt
EOY$3,044,759EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,455,805BOYAmt
EOY$3,052,305EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$87,285ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$494,491NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$5,000OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN391548450EIN
Organization Type8OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$24,372SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$24,372SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held36DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held30FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$31,937DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$391,663FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$31,734DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$165,650FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$728,753DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$2,316,006FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
EQUITIES$882,007F
FIXED INCOME$294,069F
HEDGE FUNDS$206,336F
VENTURE CAPITAL$386,780F
REAL ESTATE$51,067F
FieldValueIRS element (for citing)
Total Book Value Securities$1,820,259TotalBookValueSecuritiesAmt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$175,461
EUROPE (INCLUDING ICELAND & GREENLAND)00INVESTMENTS$4,549
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$180,010SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$180,010TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3:COLUMN F INCLUDES $180,010 OF BOOK VALUE OF INVESTMENTS. THE ORGANIZATION FOLLOWS THE ACCRUAL METHOD OF ACCOUNTING AND ITS INVESTMENTS ARE RECORDED AT FAIR MARKET VALUE. WOMEN'S FUND FOR THE FOX VALLEY REGION IS A SUPPORTING ORGANIZATION OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. THE REPORTED AMOUNT OF INVESTMENTS REPRESENTS WOMEN'S FUND FOR THE FOX VALLEY REGION'S ALLOCATED PERCENTAGE OF THE INVESTMENTS THAT ARE LEGALLY OWNED BY THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC.
PART III ACCOUNTING METHOD:

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1LUNCHEONEvent1Nm
Gross Receipts Event1$193,695GrossReceiptsEvent1Amt
Charitable Contri Event1$129,500CharitableContriEvent1Amt
Gross Revenue Event1$64,195GrossRevenueEvent1Amt
Food And Beverage Event1$31,875FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$10,681OtherDirectExpensesEvent1Amt
Event2MONTHLIESEvent2Nm
Gross Receipts Event2$46,904GrossReceiptsEvent2Amt
Charitable Contri Event2$27,500CharitableContriEvent2Amt
Gross Revenue Event2$19,404GrossRevenueEvent2Amt
Food And Beverage Event2$2,928FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$2,574OtherDirectExpensesEvent2Amt
Gross Receipts Total$240,599GrossReceiptsTotalAmt
Charitable Contributions Tot$157,000CharitableContributionsTotAmt
Gross Revenue Total Events$83,599GrossRevenueTotalEventsAmt
Food And Beverage Total Events$34,803FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$13,255OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$48,058DirectExpenseSummaryEventsAmt
Net Income Summary$35,541NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
APRICITY
1010 STROHMEYER DRNEENAHWI549561980391229161501C(3)$10,500$0HUMAN SERVICES
CHRISTINE ANN DOMESTIC ABUSE SERVICES
206 ALGOMA BLVDOSHKOSHWI549014740391441770501C(3)$8,000$0FAMILY VIOLENCE SHELTERS
EXCEPTIONAL EQUESTRIANS
1130 ORLANDO DRDE PEREWI541159484391959653501C(3)$7,500$0MENTAL HEALTH TREATMENT CENTER
FOX VALLEY TECHNICAL COLLEGE FOUNDATION
PO BOX 2277APPLETONWI549122277391264389501C(3)$37,215$0EDUCATION
GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES
4693 N LYNNDALE DRAPPLETONWI549139614391016314501C(3)$8,000$0GIRL SCOUTS OF THE USA
HARBOR HOUSE DOMESTIC ABUSE PROGRAMS
720 W 5TH STAPPLETONWI549145368391870927501C(3)$10,000$0HOMELESS SHELTERS
PILLARS
605 E HANCOCK STAPPLETONWI549115023391582471501C(3)$7,500$0HOUSING SUPPORT
THEDACARE FAMILY OF FOUNDATIONS
1818 N MEADE STAPPLETONWI549113454464112255501C(3)$22,440$0HEALTH
FieldValueIRS element (for citing)
Total501c3 Org8Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANT RECIPIENTS ARE EXPECTED TO ABIDE BY THE TERMS AND CONDITIONS SET FORTH IN OUR GRANT APPLICATION AND GRANT AGREEMENT, INCLUDING SUBMISSION OF PROGRESS OR FINAL REPORTS AS DEEMED APPROPRIATE BY INDIVIDUAL GRANTMAKING COMMITTEES. ELIGIBILITY FOR FUTURE FUNDING IS CONTINGENT UPON CHARITABLE ORGANIZATIONS MEETING THESE TERMS AND CONDITIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE 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 WOMEN'S FUND FOR THE FOX VALLEY REGION, INC.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BPRIOR TO SUBMISSION OF THE 990 TO THE IRS THE AUDIT COMMITTEE REVIEWS THE 990 AND PROVIDES THE BOARD WITH A COMPLETED COPY OF THE 990 VIA EMAIL. THE BOARD TREASURER PRESENTS A REPORT TO THE BOARD AT ITS NEXT BOARD MEETING.
FORM 990, PART VI, SECTION B, LINE 12CON AN ANNUAL BASIS, THE DIRECTORS OF THE FOUNDATION ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT DESCRIBING THEIR RELATIONSHIPS AND THEIR FAMILY RELATIONSHIPS WITH OTHER ENTITIES DOING BUSINESS WITH THE FOUNDATION AND ALL RELATED ORGANIZATIONS. WHEN THE BOARD CONSIDERS A GRANT FOR APPROVAL, A DIRECTOR SHALL BE DEEMED TO HAVE ABSTAINED AS TO THAT PORTION OF THE GRANT REQUEST WHICH AFFECTS ANY ENTITY NOTED ON THAT DIRECTOR'S CONFLICT OF INTEREST STATEMENT.
FORM 990, PART VI, SECTION B, LINE 15AEXECUTIVE DIRECTOR COMPENSATION WILL BE DECIDED ANNUALLY IN THE FALL, AFTER A REVIEW BY A SUB-COMMITTEE OF THE BOARD OF DIRECTORS, AND WILL USE COMPARABILITY DATA IN MAKING ANY COMPENSATION ADJUSTMENTS AND DOCUMENT THE PROCESS USED IN DETERMINING COMPENSATION. EXECUTIVE DIRECTOR COMPENSATION IS APPROVED BY THE FULL BOARD.
FORM 990, PART VI, SECTION C, LINE 19THE FOLLOWING DOCUMENTS ARE AVAILABLE ON THE WOMEN'S FUND WEBSITE AT WWW.WOMENSFUNDFVR.ORG. ANNUAL REPORT COMPETITIVE GRANT GUIDELINES AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. AND SUPPORTING ORGANIZATION, WHICH INCLUDES THE WOMEN'S FUND FOR THE FOX VALLEY REGION, INC. COPIES OF THE FOLLOWING DOCUMENTS CAN BE OBTAINED BY CONTACTING: EXECUTIVE DIRECTOR WOMEN'S FUND FOR THE FOX VALLEY REGION, INC. 4455 W. LAWRENCE ST. APPLETON, WI 54914 (920) 830-1290 APPLICATION FOR RECOGNITION OF EXEMPTION UNDER SECTION 501(C)(3) (FORM 1023) IRS DETERMINATION LETTER ARTICLES AND BY-LAWS CONFLICT OF INTEREST POLICY
FORM 990, PART XI, LINE 9:GRANT RETURNS 5,000.
PART V, LINE 2AWOMEN'S FUND 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 WOMEN'S FUND FOR THE ACTUAL WAGES AND BENEFITS PAID.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC
4455 W LAWRENCE STAPPLETONWI54914391548450SERVE A RANGE OF PHILANTROPICAL INTEREST BENEFITING THE FV AREAWI501(C)(3)8N/A0
MIELKE FAMILY FOUNDATION INC
4455 W LAWRENCE STAPPLETONWI54914396074258SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)12-10CFFVR INC
DOUG & CARLA SALMON FOUNDATION INC
4455 W LAWRENCE STAPPLETONWI54914820566250SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)12-10CFFVR INC
APPLETON EDUCATION FOUNDATION INC
122 E COLLEGE AVE SUITE 1-BAPPLETONWI54911391866090SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)12-10CFFVR INC
THE WILLIAM J AND BARBARA A SCHMIDT FAMILY FOUNDATION INC
4455 W LAWRENCE STAPPLETONWI54914391869271SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)12-10CFFVR INC
COMMUNITY REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC
4455 W LAWRENCE STAPPLETONWI54914200875816SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)12-10CFFVR INC
ROBERT AND PATRICIA ENDRIES FAMILY FOUNDATION LTD
4455 W LAWRENCE STAPPLETONWI54914203896774SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)12-10CFFVR INC
THE BOLDT FAMILY FUND INC
4455 W LAWRENCE STAPPLETONWI54914812176525SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)12-10CFFVR INC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.