2022-03-21T08:48:35-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 200 EAST WASHINGTON STREET PO BOX 1739 APPLETON WI 54912 990 2020-07-01 203096562 WOMEN'S FUND FOR THE FOX VALLEY REGION INC WOME 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 KIM WETZEL BOARD PRESIDENT 9208301290 2022-03-15 1 KIM WETZEL 999009999 MICHAEL VANDENHOGEN P00499282 9207318111 2022-03-15 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JULIE KELLER 4455 W LAWRENCE ST APPLETON WI 54914 2014296 0 X WWW.WOMENSFUNDFVR.ORG X 2005 WI INVEST IN WOMEN AND GIRLS THROUGH GRANTS, ADVOCACY, AND EDUCATION. 13 13 0 60 0 0 276282 528611 0 0 146 199637 25107 37316 301535 765564 182954 139839 0 0 179210 190461 0 0 15195 57560 51219 419724 381519 -118189 384045 2310401 3125460 33413 28548 2276988 3096912 X TO 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. 0 1 326609 139839 THE WOMEN'S FUND FOR THE FOX VALLEY REGION PROVIDED 89 GRANTS TO 33 DIFFERENT ORGANIZATIONS TO SUPPORT OUR FOCUS AREAS OF SAFETY, HEALTH, AND WELL-BEING; EDUCATION; ECONOMIC SECURITY; AND LEADERSHIP OPPORTUNITIES FOR WOMEN AND GIRLS IN THE FOX VALLEY REGION. THE WOMEN'S FUND CONTINUED TO MAKE ITS LARGEST GRANT TO SUPPORT THE YOUNG WOMEN'S INITIATIVE WHICH USES A TWO-GENERATION APPROACH TO HELP YOUNG WOMEN, SINGLE MOTHERS AND THEIR CHILDREN CREATE A NEW AND BRIGHTER VISION OF THEIR FUTURE. WHILE THE PANDEMIC LIMITED OUR ABILITY TO PROVIDE COMMUNITY EDUCATION, WE DID HOLD A VIRTUAL PANEL DISCUSSION FOCUSED ON LOCAL WOMEN LEADERS IN THE AREAS OF PUBLIC SCHOOLS (SCHOOL SUPERINTENDENT), HEALTHCARE (HOSPITAL PRESIDENT), BUSINESS (CHAMBER OF COMMERCE CEO) AND PHILANTHROPY (COMMUNITY FOUNDATION VICE PRESIDENT). THE PANEL WAS PART OF OUR FIRST VIRTUAL AND 20TH ANNUAL LUNCHEON EVENT WHICH FEATURED KEYNOTE SPEAKER JOHANNA GARTON, AUTHOR OF THE BOOK EDGE OF THE MAP ABOUT A LOCAL WOMAN WHO IS ONE OF THE ONLY TOP FEMALE MOUNTAIN CLIMBERS. JOHANNA MOM'S, JANE, WAS ALSO THE WOMEN'S FUND'S FIRST EXECUTIVE DIRECTOR.IN MARCH, IN COLLABORATION WITH THREE OTHER WOMEN'S FUNDS IN NORTHEAST WISCONSIN, WE CONDUCTED A SURVEY ON THE IMPACT OF THE COVID-19 PANDEMIC ON WOMEN IN NORTHEAST WISCONSIN. WE HAD OVER 1,000 WOMEN RESPOND TO AN ONLINE SURVEY AND THE RESULTS CAN BE FOUND ON OUR WEBSITE AND WILL INFORM OUR GRANTMAKING AND PROGRAMMING. WE ESTIMATE OVER 3,500 FOX VALLEY WOMEN AND GIRLS WILL BENEFIT FROM OUR FY21 GRANTS AND PROGRAMS AND LEARN ABOUT THE NEEDS OF WOMEN AND GIRLS IN THE FOX VALLEY AND HOW THEY CAN MAKE AN IMPACT THROUGH PHILANTHROPY. 326609 1 1 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 WI X STEVE VELDHORST 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 AMY PRICE SECRETARY/TREASURER AND DI 0.50 X X 0 0 0 AMY VAN STRATEN DIRECTOR 0.50 X 0 0 0 JENNIFER HAAS DIRECTOR 0.50 X 0 0 0 KIM WETZEL PRESIDENT AND DIRECTOR 0.50 X X 0 0 0 LISA JERMAIN DIRECTOR 0.50 X 0 0 0 LORA ZIMMER DIRECTOR 0.50 X 0 0 0 LORI HOERSCH DIRECTOR 0.50 X 0 0 0 SARAH PAULSON DIRECTOR 0.50 X 0 0 0 JESSICA BROWN DIRECTOR 0.50 X 0 0 0 MICHELLE DEJNO DIRECTOR 0.50 X 0 0 0 ADRIENNE HARTMAN DIRECTOR 0.50 X 0 0 0 SARAH JANSEN DIRECTOR 0.50 X 0 0 0 REBECCCA KELLNER DIRECTOR 0.50 X 0 0 0 CARMIN SOK DIRECTOR 0.50 X 0 0 0 JULIE KELLER EXECUTIVE DIRECTOR 40.00 X 0 77317 1301 0 77317 1301 0 0 0 0 COMMUNITY FOUNDATION FOR THE FOX VALLEY 4455 W LAWRENCE ST APPLETON WI 54914 LEASED EMPLOYEES AND ADMINISTRATIVE FEES 238134 1 112100 195110 34011 187390 32210 528611 20153 20153 1407574 1228090 179484 179484 179484 57958 112100 20642 37316 37316 765564 0 0 236953 139839 139839 90136 77517 5408 7211 97875 86110 5042 6723 2450 2450 21719 10859 10860 6010 6010 9442 9442 2277 2277 359 359 7760 6692 458 610 3341 2874 200 267 170 147 10 13 EDUCATION & TRAINING 141 121 8 12 381519 326609 39715 15195 200 200 0 1500 16666 5960 5960 0 0 868092 946296 1440609 2162298 2310401 3125460 4763 7904 2144 28650 18500 33413 28548 X 2275488 3080246 1500 16666 2276988 3096912 2310401 3125460 384045 435879 0 X 0 1 X 1 0 X X 1 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 391548450 8 1 21719 0 1 21719 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27 39 24491 567099 23126 179693 671830 2425082 1 1 5960 5960 0 0 EQUITIES 1345053 F FIXED INCOME 342737 F HEDGE FUNDS 157475 F VENTURE CAPITAL 313669 F REAL ESTATE 3364 F 2162298 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 244645 0 0 0 0 0 0 244645 0 244645 0 0 1 1 1 0 PART I, LINE 3: COLUMN F INCLUDES $244,645 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: 2020 VIRTUAL LUNCHEON 170058 112100 57958 20642 170058 112100 57958 20642 20642 37316 1 FOX VALLEY TECHNICAL COLLEGE FOUNDATION PO BOX 2277 APPLETON WI 54912 391264389 501(C)3 51019 EDUCATION SOAR FOX CITIES INC 211 E FRANKLIN ST STE A APPLETON WI 54911 753202931 501(C)3 10000 CENTERS TO SUPPORT INDEPENDENCE THEDACARE FAMILY OF FOUNDATIONS 1818 N MEADE ST APPLETON WI 54911 464112255 501(C)3 13535 PUBLIC FOUNDATIONS CHRISTINE ANN DOMESTIC ABUSE SERVICES 206 ALGOMA BLVD OSHKOSH WI 54902 391441770 501(C)3 9250 FAMILY VIOLENCE SHELTERS GIRLS ON THE RUN NORTHEAST WISCONSIN 307 S COMMERCIAL ST STE 104 NEENAH WI 54956 455131545 501(C)3 6000 YOUTH DEVELOPMENT PROGRAM MENOMINEE COUNTY HSD - FAMILY ADVOCACY CENTER PO BOX 280 KESHENA WI 54135 396031372 GOVERNMENT 8750 HUMAN SERVICES ORG CASA ESTHER 320 N WEBSTER AVE OMRO WI 54963 262572419 501(C)3 10000 HUMAN SERVICES ORG 7 PART I, LINE 2: GRANT 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. X 4 32210 FMV ON DONATION DATE 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART III, LINE 3 SEE PANDEMIC IMPACT IN PART III, LINE 4A. 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 WOMEN'S FUND FOR THE FOX VALLEY REGION, INC. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B PRIOR 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 12C ON 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 15A EXECUTIVE 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 19 THE 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 PART V, LINE 2A WOMEN'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. 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 N/A 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 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 APPLETON EDUCATION FOUNDATION INC 122 E COLLEGE AVE SUITE 1-B APPLETON WI 54911 391866090 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 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 MYRA M AND ROBERT L VANDEHEY FOUNDATION LTD 4455 W LAWRENCE ST APPLETON WI 54914 391649245 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 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 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0