2022-05-12T16:12:51-05:00 2021-12-31 391628949 JOHNSON BLOCK & CO INC 122 6TH STREET NORTH LA CROSSE WI 54601 990 2021-01-01 396037996 LA CROSSE COMMUNITY FOUNDATION LACR 6087823223 401 MAIN STREET LA CROSSE WI 54601 BRENT SMITH CHAIR 6087823223 2022-03-25 true BRENT SMITH XXX-XX-XXXX CARRIE LEONARD CPA P00583499 6087841890 2022-05-12 2021 2022-09-23 18:48:47Z BRENT SMITH 401 MAIN STREET STE 205 LA CROSSE WI 54601 15688268 false X WWW.LAXCOMMFOUNDATION.COM X 1930 WI CONNECTING PEOPLE, PASSION, AND GIVING IN THE LA CROSSE AREA FOREVER. 11 11 5 30 0 3510927 4039125 39737 58841 1309454 4163784 30928 0 4891046 8261750 4318863 4467063 0 352116 410767 0 99830 271253 359586 4942232 5237416 -51186 3024334 62818234 69726999 4838704 5375063 57979530 64351936 CONNECTING PEOPLE, PASSION, AND GIVING IN THE LA CROSSE AREA FOREVER. false false 3507498 3397921 DONOR-FOCUS ACTIVITIES: WORKING WITH LOCAL DONORS TO ESTABLISH AND ADMINISTER ENDOWED CHARITABLE FUNDS TO MAKE NONCOMPETITIVE GRANTS OR SCHOLARSHIPS TO QUALIFIED 501(C)(3) ORGANIZATIONS IN THEIR PHILANTHROPIC INTEREST AREAS. CURRENTLY, LCF ADMINISTERS 233 DONOR-DIRECTED FUNDS. IN 2021, A TOTAL OF 3,109,696 WAS AWARDED IN NONCOMPETITIVE GRANTS AND 288,225 WAS AWARDED IN SCHOLARSHIPS. 1162366 1069142 COMMUNITY-FOCUSED ACTIVITIES: GROWING A SOURCE OF PERMANENT, UNRESTRICTED COMMUNITY CAPITAL FROM PHILANTHROPIC GIFTS TO AWARD COMPETITIVE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS IN LA CROSSE COUNTY WHO ARE MEETING IDENTIFIED COMMUNITY NEEDS. LCF HAS 25 FUNDS THAT AWARD COMPETITIVE GRANTS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS EACH QUARTER. LCF AWARDED 1,069,142. 118365 LEADERSHIP ACTIVITIES AND FISCAL SPONSORSHIPS: SERVICE TO CONVENE COMMUNITY PARTNERS AROUND CURRENT COMMUNITY NEEDS AND HELPING AREA CHARITABLE GROUPS AND NONPROFITS BUILD CAPACITY TO INCREASE THEIR IMPACT. 4788229 true true false false false true false false true true true false false true false true true false false false false false false false false false false true true false false false false false false false false false true false false false false false false false false true 23 0 5 true false false false false false false false false false false false false false false false X 11 11 false false false false false false false true true false false true true true true true true true false false WI X X LA CROSSE COMMUNITY FOUNDATION 6087823223 401 MAIN STREET SUITE 205 LA CROSSE WI 54601 BRENT SMITH CHAIR 1.00 X X 0 0 0 TAYLOR MATHY SECRETARY 1.00 X X 0 0 0 JOE MOUA TREASURER 1.00 X X 0 0 0 RICK KYTE VICE CHAIR 1.00 X X 0 0 0 BARB ERICKSON BOARD MEMBER 1.00 X 0 0 0 CLARA GELATT BOARD MEMBER 1.00 X 0 0 0 JAMIE DAHL BOARD MEMBER 1.00 X 0 0 0 SR SUE ERNSTER BOARD MEMBER 1.00 X 0 0 0 TAGGERT BROOKS BOARD MEMBER 1.00 X 0 0 0 TOM KENNEDY BOARD MEMBER 1.00 X 0 0 0 TARA JOHNSON BOARD MEMBER 1.00 X 0 0 0 JAMIE SCHLOEGEL EXECUTIVE DI 40.00 X 125687 0 6284 125687 6284 1 false false false 4039125 1109587 4039125 PROCESSING FEES 58841 58841 58841 3271505 3271505 8318797 7426518 892279 892279 892279 8261750 58841 4163784 4178838 4178838 288225 288225 132794 59757 33199 39838 235037 118660 96352 20025 16971 8246 5909 2816 25965 12616 9041 4308 9660 9660 161937 161937 25007 11468 13539 19329 9940 3225 6164 34172 17629 11168 5375 21173 10989 6820 3364 14843 7657 4851 2335 3271 1621 1169 481 5348 2759 1748 841 PROGRAM EXPENSES 56804 56804 OTHER 4832 2911 1427 494 DUES & MEETINGS 3210 109 2851 250 5237416 4788229 349357 99830 444763 236398 2825 1102438 215181 538700 18 708 34623 29195 8699 5428 57414090 62773278 4732658 5070049 62818234 69726999 1241 36092 166143 160000 49806 4671320 5129165 4838704 5375063 X 53092212 58802901 4887318 5549035 57979530 64351936 62818234 69726999 X 3024334 3009874 338198 X false true X true false X 1178772 2257871 5224223 3510927 4039125 16210918 1178772 2257871 5224223 3510927 4039125 16210918 681968 15528950 1676628 2078220 1689719 1194577 3271505 9910649 26121567 373600 0.59450 0.58640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 98 130 1641485 1047684 979226 753782 15568248 19127379 true true false true X 38498914 886154 5266026 1615378 54264 432668 42548784 34768679 1291702 4633263 1658535 189614 346581 38498914 28958549 1781902 5992117 1492563 139669 331657 34768679 32031847 1741606 -2363902 5225017 7331604 344415 28958549 28231164 542849 4614439 1148972 114132 321765 32031847 1.00000 true false 19946 15591 4355 14677 13604 1073 5428 BENEFICIAL INTEREST PERPETUAL TRUSTS 5010335 LIFE INSURANCE POLICY 59714 5070049 X 11447885 3009874 338198 3348072 8099813 161937 161937 8261750 5075479 5075479 161937 161937 5237416 SCHEDULE D, PAGE 2, PART IV, LINE 2B ORGANIZATION HELD INVESTMENTS AT A THIRD PARTY INVESTMENT CORPORATION THAT ARE AGENCY ENDOWMENTS FOR SEVERAL ORGANIZATIONS. SCHEDULE D, PAGE 3, PART X IN ACCORDANCE WITH PROFESSIONAL STANDARDS, THE FOUNDATION FOLLOWS THE STATUTORY REQUIREMENTS FOR THEIR INCOME TAX ACCOUNTING AND GENERALLY AVOIDS RISKS ASSOCIATED WITH POTENTIALLY PROBLEMATIC TAX POSITIONS THAT MAY BE CHALLENGED UPON EXAMINATION. MANAGEMENT BELIEVES ANY LIABILITY RESULTING FROM TAXING AUTHORITIES IMPOSING ADDITIONAL INCOME TAXES FROM ACTIVITIES DEEMED TO BE UNRELATED TO THE FOUNDATION'S TAX-EXEMPT STATUS WOULD NOT HAVE A MATERIAL EFFECT ON THE ACCOMPANYING FINANCIAL STATEMENTS. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN PERPETUAL TRUST 338,198 SCHEDULE D, PAGE 4, PART XI, LINE 4B INVESTMENT EXPENSES 161,937 SCHEDULE D, PAGE 4, PART XII, LINE 4B INVESTMENT EXPENSES 161,937 true CITY OF LA CROSSE PARKS REC & FOR 400 LA CROSSE ST LA CROSSE WI 54601 396005490 501C3 1546877 COMMUNITY IMPROVEMEN LGBTQ RESOURCE CENTER FOR THE 7 RIV 230 S 6TH STREET LA CROSSE WI 546023313 830403958 501C3 160000 CULTURE AND DIVERSIT LA CROSSE AREA FAMILY YMCA 1140 MAIN ST LA CROSSE WI 546014124 390806172 501C3 129946 RECREATION AND WELLN BLACK LEADERS ACQUIRING COLLECTIVE P O BOX 694 LA CROSSE WI 54602 814639213 501C3 116350 CULTURE AND DIVERSIT COULEE COUNCIL ON ADDICTIONS 933 FERRY ST LA CROSSE WI 546014752 391129125 501C3 90427 HEALTH AND HUMAN SER UW-LA CROSSE FOUNDATION 615 EAST AVE N LA CROSSE WI 546021148 391145116 501C3 80300 EDUCATION AND SCHOLA OUTDOOR RECREATION ALLIANCE 125 7TH ST N LA CROSSE WI 54601 392032671 501C3 78800 RECREATION AND WELLN LEGAL ACTION OF WISCONSIN 633 W WISCONSIN AVE MILWAUKEE WI 53203 391077192 501C3 60000 HEALTH AND HUMAN SER MISSISSIPPI VALLEY CONSERVANCY 1309 NORPLEX DR STE 9 LA CROSSE WI 546022611 391871201 501C3 57960 ENVIRONMENT SCHOOL DISTRICT OF LA CROSSE 807 EAST AVE S LA CROSSE WI 546014982 396002841 501C3 55900 HEALTH AND HUMAN SER ALLIANCE FOR THE SHENANDOAH VALLEY PO BOX 674 NEW MARKET VA 22844 412233874 501C3 55000 ENVIRONMENT WESTERN TECHNICAL COLLEGE FOUNDATIO 400 7TH STREET NORTH COLEMAN CENTE LA CROSSE WI 546020908 237364361 501C3 53140 EDUCATION AND SCHOLA WOMEN'S FUND OF GREATER LA CROSSE PO BOX 654 LA CROSSE WI 546020654 272394065 501C3 51107 COMMUNITY IMPROVEMEN GREAT RIVERS UNITED WAY 1855 E MAIN ST ONALASKA WI 546506727 390848188 501C3 50907 HEALTH AND HUMAN SER GOOD FIGHT COMMUNITY CENTER INC 118 6TH ST N LA CROSSE WI 54601 812930941 501C3 50200 RECREATION AND WELLN WISCORPS INC 789 MYRICK PARK DR LA CROSSE WI 546013711 270774779 501C3 43775 ENVIRONMENT ADULT & TEEN CHALLENGE OF WESTERN W PO BOX 126 LA CROSSE WI 54602 822144057 501C3 43100 HEALTH AND HUMAN SER LA CROSSE PUBLIC EDUCATION FOUNDATI PO BOX 1811 LA CROSSE WI 546021811 391610700 501C3 42505 EDUCATION AND SCHOLA VITERBO UNIVERSITY ADVANCEMENT OFFICE LA CROSSE WI 546018804 390978445 501C3 41610 EDUCATION AND SCHOLA ST CLARE HEALTH MISSION 916 FERRY ST LA CROSSE WI 546014717 823903651 501C3 40523 HEALTH AND HUMAN SER 1000 GENERATIONS INC 205 E COMMERCE COURT ELKHORN WI 53121 472646525 501C3 40000 HEALTH AND HUMAN SER THE SALVATION ARMY 223 8TH ST N LA CROSSE WI 546023359 362167910 501C3 37715 HEALTH AND HUMAN SER GUNDERSEN MEDICAL FOUNDATION 1836 SOUTH AVE LA CROSSE WI 546015429 391249705 501C3 37318 HEALTH AND HUMAN SER MISSOURI RIVER BIRD OBSERVATORY PO BOX 16 ARROW ROCK MO 65320 272746275 501C3 37000 ENVIRONMENT LA CROSSE COMMUNITY THEATRE 428 FRONT STREET SOUTH LA CROSSE WI 546014012 391035843 501C3 35758 ARTS AND HUMANITIES BOYS & GIRLS CLUBS OF GREATER LA CR 1331 CLINTON ST LA CROSSE WI 546020091 396084791 501C3 31180 RECREATION AND WELLN GATEWAY AREA BOY SCOUTS 2600 QUARRY RD LA CROSSE WI 546013939 390806175 501C3 30558 RECREATION AND WELLN HABITAT FOR HUMANITY-LA CROSSE AREA 3181 BERLIN DR LA CROSSE WI 546011845 391706999 501C3 30000 COMMUNITY IMPROVEMEN ONALASKA SCHOOL DISTRICT 237 2ND AVE S ONALASKA WI 546502905 391411237 GOVT 29460 HEALTH AND HUMAN SER VANG COUNCIL OF LA CROSSE 120 HALE DR STE 2 HOLMEN WI 54636 831551370 501C3 29000 HEALTH AND HUMAN SER HORSESENSE INC P O BOX 906 LA CROSSE WI 546020906 391966685 501C3 28600 RECREATION AND WELLN COULEE REGION HUMANE SOCIETY 911 CRITTER CT ONALASKA WI 546508654 237366713 501C3 27263 COMMUNITY IMPROVEMEN ROTARY WORKS FOUNDATION INC PO BOX 1571 LA CROSSE WI 546021571 930833338 501C3 25950 COMMUNITY IMPROVEMEN BOUNTIFUL HARVEST OF FAITH MINISTRI N5514 CTY HWY Z ONALASKA WI 54650 261851480 CHURCH 96700 CULTURE AND DIVERSIT BOYS AND GIRLS CLUBS OF CENTRAL SON 1400 N DUTTON AVE STE 14 SANTA ROSA CA 954017120 680309534 501C3 25000 RECREATION AND WELLN GIRLS 4 SCIENCE PO BOX 288958 CHICAGO IL 60628 270147595 501C3 25000 EDUCATION AND SCHOLA WORKFORCE CONNECTIONS INC 2615 EAST AVE S LA CROSSE WI 54601 391458247 501C3 25000 HEALTH AND HUMAN SER CIA SIAB INC 1825 SUNSET LN LA CROSSE WI 546013020 813606765 501C3 24338 CULTURE AND DIVERSIT LA CROSSE SYMPHONY ORCHESTRA INC 201 MAIN ST STE 230 LA CROSSE WI 546010714 391024330 501C3 23946 ARTS AND HUMANITIES FIRST PRESBYTERIAN CHURCH 233 WEST AVE S LA CROSSE WI 54601 390808490 CHURCH 23033 FAITH FAMILY & CHILDREN'S CENTER 1707 MAIN ST LA CROSSE WI 546014200 390821863 501C3 22147 HEALTH AND HUMAN SER CAUSEWAY INTERFAITH VOLUNTEER CAREG 4141 MORMON COULEE RD LA CROSSE WI 546017903 264719943 501C3 20333 RECREATION AND WELLN LA CROSSE AREA SYNOD ELCA 2301 SOUTH AVENUE LA CROSSE WI 546016229 363514260 CHURCH 20135 FAITH OUR SAVIOR'S LUTHERAN CHURCH 612 DIVISION ST LA CROSSE WI 546014570 411568278 CHURCH 20020 FAITH GROW LA CROSSE INC PO BOX 1241 LA CROSSE WI 546021241 470992006 501C3 20000 ENVIRONMENT MAYO CLINIC HEALTH SYSTEM DEPT OF DEVELOPMENT ROCHESTER MN 55905 390806374 501C3 18566 HEALTH AND HUMAN SER APTIV FOUNDATION INC 3000 SOUTH AVE LA CROSSE WI 54601 391366838 501C3 18505 HEALTH AND HUMAN SER LA CROSSE COUNTY HISTORICAL SOCIETY 145 WEST AVENUE S LA CROSSE WI 546014382 391228755 501C3 17414 ARTS AND HUMANITIES SHELTER DEVELOPMENT INC THEEXCHANGE LA CROSSE WI 546016234 471538865 501C3 17000 COMMUNITY IMPROVEMEN WAFER INC 403 CAUSEWAY BLVD LA CROSSE WI 546033117 391552632 501C3 16267 HEALTH AND HUMAN SER INDEPENDENT LIVING RESOURCES 4439 MORMON COULEE RD LA CROSSE WI 54601 391762026 501C3 16217 HEALTH AND HUMAN SER AQUINAS CATHOLIC SCHOOLS FOUNDATION 315 11TH ST S LA CROSSE WI 546014763 510162072 501C3 15883 EDUCATION AND SCHOLA LA CROSSE COUNTY HUMAN SERVICES HEALTH AND HUMAN SERVICES BUILDING LA CROSSE WI 546013228 396005709 GOVT 15600 HEALTH AND HUMAN SER FRESH START WOMEN'S FOUNDATION 1130 E MCDOWELL RD PHOENIX AZ 85006 860762610 501C3 15000 HEALTH AND HUMAN SER LOCAL FIRST ARIZONA 407 E ROOSEVELT STREET PHOENIX AZ 85004 261657951 501C3 15000 COMMUNITY IMPROVEMEN VIVENT HEALTH 820 N PLANKINTON AVE MILWAUKEE WI 53203 391534049 501C3 15000 HEALTH AND HUMAN SER HONOR THE EARTH 607 MAIN AVE CALLAWAY MN 565210063 454714238 501C3 14800 ENVIRONMENT NEW HORIZONS SHELTER & OUTREACH CTR PO BOX 2031 LA CROSSE WI 546022031 391737699 501C3 14270 HEALTH AND HUMAN SER SUGAR CREEK BIBLE CAMP 13141 SUGAR CREEK BIBLE CAMP RD FERRYVILLE WI 546286033 391156303 501C3 14025 RECREATION AND WELLN HUNGER TASK FORCE OF LA CROSSE INC 1240 CLINTON ST LA CROSSE WI 546032427 391947827 501C3 13898 HEALTH AND HUMAN SER COULEECAP INC 201 MELBY ST WESTBY WI 546671013 391077614 501C3 13000 HEALTH AND HUMAN SER PLANNED PARENTHOOD OF WISCONSIN IN 302 N JACKSON ST MILWAUKEE WI 532025904 390863391 501C3 13000 HEALTH AND HUMAN SER ST PAUL EVANGELICAL LUTHERAN CHURC 1201 MAIN ST ONALASKA WI 54650 391208234 CHURCH 11400 FAITH LUTHERAN SOCIAL SERVICESWISCONSIN 6737 WEST WASHINGTON ST SUITE 2275 WEST ALLIS WI 53214 390816846 501C3 11220 HEALTH AND HUMAN SER THE PUMP HOUSE REGIONAL ARTS CENTER 119 KING ST LA CROSSE WI 54601 391239618 501C3 10857 ARTS AND HUMANITIES CHILDREN'S MUSEUM OF LA CROSSE INC 207 5TH AVE S LA CROSSE WI 546014044 391856383 501C3 10550 RECREATION AND WELLN WEST SALEM SCHOOL DISTRICT 405 EAST HAMLIN STREET WEST SALEM WI 546691224 396007946 501C3 10175 EDUCATION AND SCHOLA ARTS AT LARGE INC 908 SOUTH 5TH STREET MILWAUKEE WI 53204 331114575 501C3 10000 ARTS AND HUMANITIES LA CROSSE AREA VETERANS MENTOR PROG 212 6TH ST NORTH ROOM 450 LA CROSSE WI 54601 452383227 501C3 10000 HEALTH AND HUMAN SER PLANNED PARENTHOOD MINNESOTA NORTH 671 VANDALIA ST 323 ST PAUL MN 551141312 410948382 501C3 10000 HEALTH AND HUMAN SER UW-LA CROSSE 121 GRAFF MAIN HALL LA CROSSE WI 546013742 391805963 GOVT 9394 CULTURE AND DIVERSIT LA CROSSE JAIL MINISTRY PO BOX 2675 LA CROSSE WI 546022675 391455213 501C3 8855 FAITH UNITED FUND FOR THE ARTS AND HUMANI 119 KING ST LA CROSSE WI 546014030 391543981 501C3 8110 ARTS AND HUMANITIES LA CROSSE AREA UNDERWATER RESCUE AN 317 KERTZMAN PLACE LA CROSSE WI 546015240 391498921 501C3 7480 HEALTH AND HUMAN SER HEAD START CHILD & FAMILY DEVELOPME 333 BUCHNER PL LA CROSSE WI 54601 391619337 501C3 7111 EDUCATION AND SCHOLA LA CROSSE NEIGHBORHOODS INC P O BOX 1661 LA CROSSE WI 546021661 474445115 501C3 7000 RECREATION AND WELLN DIOCESE OF LA CROSSE 3710 EAST AVE S LA CROSSE WI 546024004 390807229 501C3 6450 HEALTH AND HUMAN SER FAITH UNITED METHODIST CHURCH 1818 REDFIELD STREET LA CROSSE WI 54601 300796587 CHURCH 6130 FAITH AMERICAN INDIAN EDUCATION FUND PARTNERSHIP WITH NATIVE AMERICANS CULPEPER VA 22701 473730147 501C3 6000 EDUCATION AND SCHOLA FOR INDEPENDENT HMONG FARMERS CORP 1430 WINNEBAGO ST LA CROSSE WI 54601 843121883 501C3 6000 COMMUNITY IMPROVEMEN CHRIST EPISCOPAL CHURCH PO BOX 2908 LA CROSSE WI 546022908 390806295 CHURCH 5972 FAITH BLESSED SACRAMENT CATHOLIC CHURCH 130 LOSEY BLVD S LA CROSSE WI 546014399 390833886 CHURCH 5530 FAITH LEAGUE OF WOMEN VOTERS OF THE LA CR P O BOX 363 LA CROSSE WI 546020363 237016103 501C3 5400 COMMUNITY IMPROVEMEN LA CROSSE COUNTY HEALTH DEPARTMENT HEALTH AND HUMAN SERVICES BUILDING LA CROSSE WI 546013229 396005709 GOVT 5300 HEALTH AND HUMAN SER 150 79 SCHOLARSHIPS 172 288225 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANTS ARE AWARDED BASED ON DONOR ADVISORS' ADVICE, DONOR DESIGNATION, OR COMPETITIVE GRANT PROCESS. MANY OF THE GRANTS REQUIRE PROGRESS REPORTS DURING THE GRANT PERIOD AND/OR A FINAL REPORT AT THE END OF THE GRANT PERIOD. PROGRESS REPORTS ARE EXPECTED FOR MULTI-YEAR COMMITMENTS IN ORDER TO DETERMINE THAT THE PROJECT WAS UNDERTAKEN TOWARD AN IDENTIFIED/DEFINED GOAL. PROGRESS REPORTS INCLUDE ADDRESSING THE OBJECTS OF WHAT HAS BEEN LEARNED, ITS IMPACT ON THE CORE MISSION OF THE ORGANIZATION AND EFFECT ON THE COMMUNITY AND ACCOUNTABILITY WHEN REVIEWING AN APPLICATION FROM AN ORGANIZATION THAT HAS RECEIVED PRIOR FUNDING. GRANTS COMMITTEE MEMBERS AND FOUNDATION STAFF CONSIDER THE CONTENT OF PRIOR REPORTS AND THE FOUNDATION WILL NOT CONSIDER APPLICATIONS FROM ORGANIZATIONS THAT HAVE OVERDUE GRANT REPORTS; THIS INCLUDES NON-COMPETITIVE PROCESSES TO FOLLOW THIS FINAL REPORT PROCESS AS SUGGESTED BY THE DONOR ADVISOR, OTHERWISE, THE LCF RELIES ON THE DONOR ADVISORS' ADVICE REGARDING THE USE OF GRANT FUNDS AND DECISION TO CONTINUE TO FUND AN ORGANIZATION IN THE FUTURE. X 16 1109587 QUOTED MARKET PRICE false true false FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD CHAIR AND CHAIRS FOR THE FINANCE AND INVESTMENT COMMITTEES REVIEW AND SIGN THE FORM 990. THE ENTIRE GOVERNING BODY DOES REVIEW THE RETURN BEFORE FILING VIA EMAIL. FORM 990, PAGE 6, PART VI, LINE 12C EACH YEAR, BOARD MEMBERS UPDATE THEIR CONFLICT OF INTEREST STATEMENTS AND INDICATE THAT THEY WILL NOT DISCUSS OR VOTE ON ANY MATTER FOR WHICH THEY HAVE A CONFLICT OF INTEREST. BOARD CHAIR REQUESTS THAT A MEMBER NOT PARTICIPATE IN A DISCUSSION OF A GRANT, IN WHICH CASES THEY ARE EXCUSED FROM THE DISCUSSION AND THE VOTE. THE VOTE COUNT WILL REFLECT THAT A BOARD MEMBER ABSTAINED FROM A VOTE. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD MEETS ANNUALLY TO EVALUATE THE EXECUTIVE DIRECTOR IN A CLOSED DOOR SESSION. THEY ALSO REVIEW THE GOALS FROM THE PREVIOUS YEAR AT THIS TIME, AND DISCUSS NEW GOALS AND DECIDE ON A SALARY INCREASE. COMPARABLE COMPENSATION DATA IS USED IN THIS PROCESS. FORM 990, PAGE 6, PART VI, LINE 19 AVAILABLE IN THE FOUNDATION OFFICE UPON REQUEST. CONFLICT OF INTEREST POLICY IS AVAILABLE TO THE PUBLIC, BUT DISCLOSURES MADE BY BOARD MEMBERS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9 CHANGE IN PERPETUAL TRUST 338,198 INVESTMENT EXPENSES -161,937 INVESTMENT EXPENSES 161,937 TOTAL 338,198