2022-02-17T17:58:55-06:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 200 EAST WASHINGTON STREET PO BOX 1739 APPLETON WI 54912 990 2020-07-01 396074258 MIELKE FAMILY FOUNDATION INC MIEL 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 PAM GRUNER PRESIDENT 9208301290 2022-02-16 1 PAM GRUNER 999009999 MICHAEL VANDENHOGEN P00499282 9207318111 2022-02-16 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z PAM GRUNER 4455 W LAWRENCE ST APPLETON WI 54914 5428836 0 X N/A X 1963 WI PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS AS DETERMINED BY THE BOARD OF DIRECTORS. 13 13 0 21 0 0 22825 19084 0 0 -20105 831739 0 0 2720 850823 166716 246377 0 0 0 0 0 0 0 87605 89710 254321 336087 -251601 514736 9302595 11654187 5000 0 9297595 11654187 MAKING A DIFFERENCE BY GIVING TO OUR COMMUNITIES. 0 0 269670 246377 PROVIDED APPROXIMATELY 54 GRANTS TO 47 CHARITABLE ORGANIZATIONS. 269670 1 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 1 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X STEVE VELDHORST 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 X ANNE WEST DIRECTOR 0.30 X 0 0 0 DAVID PLEKENPOL DIRECTOR 0.30 X 0 0 0 DOUG MIELKE DIRECTOR 0.30 X 0 0 0 GREGG CURRY VP/SECRETARY & DIRECTOR 0.50 X X 0 0 0 JOHN MIELKE PAST DIRECTOR 0.30 X 0 0 0 KEVIN LOOMANS VP/TREASURER & DIRECTOR 0.50 X X 0 0 0 LARRY SOBAL PAST DIRECTOR 0.30 X 0 0 0 LEE ALLINGER DIRECTOR 0.30 X 0 0 0 LINDSAY JOHNSON DIRECTOR 0.30 X 0 0 0 PAM GRUNER PRESIDENT & DIRECTOR 1.50 X X 0 0 0 PATRICK GILL DIRECTOR 0.30 X 0 0 0 RENEE ULMAN DIRECTOR 0.30 X 0 0 0 STEPHEN MIELKE DIRECTOR 0.30 X 0 0 0 STEVER GROVER DIRECTOR 0.30 X 0 0 0 JARRAD BITTNER DIRECTOR 0.30 X 0 0 0 0 0 0 0 0 0 0 0 8000 11084 10084 19084 80464 80464 5329288 4578013 751275 751275 751275 850823 0 0 831739 246377 246377 45444 22722 22722 4135 4135 39179 39179 952 571 381 336087 269670 66417 0 3037388 2335109 6265207 9319078 9302595 11654187 5000 0 5000 0 X 9297595 11654187 9297595 11654187 9302595 11654187 514736 1841856 0 X 0 1 X 1 0 X X 1 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 391548450 8 1 47444 0 1 47444 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 15 4 18084 1071 8871 237577 587370 11066817 1 1 0 EQUITIES 5796914 F FIXED INCOME 1477130 F HEDGE FUNDS 678686 F VENTURE CAPITAL 1351852 F REAL ESTATE 14496 F 9319078 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 829570 0 0 0 0 0 0 829570 0 829570 0 0 1 1 1 0 PART I, LINE 3: COLUMN F INCLUDES $829,570 OF BOOK VALUE OF INVESTMENTS. THE ORGANIZATION FOLLOWS THE ACCRUAL METHOD OF ACCOUNTING AND ITS INVESTMENTS ARE RECORDED AT FAIR MARKET VALUE. MIELKE FAMILY FOUNDATION IS A SUPPORTING ORGANIZATION OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. THE REPORTED AMOUNT OF INVESTMENTS REPRESENTS MIELKE FAMILY FOUNDATION'S ALLOCATED PERCENTAGE OF THE INVESTMENTS THAT ARE LEGALLY OWNED BY THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. PART III ACCOUNTING METHOD: 1 APPLETON AREA SCHOOL DISTRICT PO BOX 2019 APPLETON WI 54913 396000710 GOVERNMENT 12000 EDUCATION BOYS & GIRLS CLUB OF FOX VALLEY 160 SOUTH BADGER AVE APPLETON WI 54914 391225709 501(C)3 10000 BOYS & GIRLS CLUBS BOYS & GIRLS CLUB OF GREEN BAY 1451 UNIVERSITY AVE GREEN BAY WI 543021826 396102943 501(C)3 7500 BOYS & GIRLS CLUBS BRIDGE THE GAP INC 1415 E GREEN BAY ST STE 111 SHAWANO WI 541663880 261377517 501(C)3 9000 AUTISM FAMILY SERVICES OF NORTHEAST WISCONSIN PO BOX 22308 GREEN BAY WI 543052308 390827320 501(C)3 11000 FAMILY SERVICES FEEDING AMERICA EASTERN WISCONSIN - FOX VALLEY 2911 WEST EVERGREEN DRIVE APPLETON WI 54913 391384593 501(C)3 12000 K31: FOOD BANKS & PANTRIES FOX VALLEY MEMORY PROJECT 1800 APPLETON RD MENASHA WI 54952 823556549 501(C)3 12500 P20: HUMAN SERVICE ORGANIZATIONS HARBOR HOUSE DOMESTIC ABUSE PROGRAMS 720 W 5TH ST APPLETON WI 549145368 391870927 501(C)3 10500 DOMESTIC VIOLENCE SHELTER LAWRENCE UNIVERSITY 711 E BOLDT WAY SPC 1847 APPLETON WI 549115595 390806297 501(C)3 7500 B42: UNDERGRADUATE COLLEGES MOSAIC FAMILY HEALTH 229 S MORRISON ST APPLETON WI 549115725 473298660 501(C)3 8000 E32: COMMUNITY CLINICS RIVERVIEW GARDENS INC 1101 S ONEIDA STREET APPLETON WI 54914 463208900 501(C)3 10000 LAND RESOURCES CONSERVATION SAFE HAVEN DOMESTIC ABUSE SUPPORT CENTER PO BOX 665 SHAWANO WI 54166 391749998 501(C)3 10000 L99: HOUSING & SHELTER N.E.C. SHAWANO AREA MATTHEW 25 P O BOX 147 SHAWANO WI 54166 465493989 501(C)3 10000 P85: HOMELESS CENTERS THE BUILDING FOR KIDS 100 W COLLEGE AVE APPLETON WI 549115706 391706260 501(C)3 19000 A52: CHILDREN'S MUSEUMS THE EINSTEIN PROJECT INC 2019 TECHNOLOGY DR RM 145 GREEN BAY WI 543113409 391702546 501(C)3 7680 SECONDARY & HIGH SCHOOLS YMCA OF THE FOX CITIES 218 EAST LAWRENCE STREET APPLETON WI 54911 390806191 501(C)3 7500 P27: YOUNG MENS OR WOMENS ASSOCIATIONS 16 PART I, LINE 2: 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. FORM 990, PART VI, SECTION A, LINE 2 JOHN MIELKE AND DOUG MIELKE HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS CONSISTS 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 MIELKE FAMILY 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 THE FOUNDATION'S FORM 990 IS PREPARED BY THE CPA FIRM COMPLETING THE ANNUAL AUDIT OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. THE CFO FOR THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. REVIEWS IT FOR REASONABLENESS. THE BOARD OF DIRECTORS WILL APPROVE THE FORM 990 FOR FILING AT A MEETING OR VIA EMAIL POLL BETWEEN NOVEMBER AND FEBRUARY OF EACH FISCAL YEAR. THE BOARD PRESIDENT OR ANOTHER OFFICER SIGNS THE FORM. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, 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 15 THERE IS NO COMPENSATION FOR ANY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 REQUESTS FOR THE FOLLOWING DOCUMENTS CAN BE SENT TO: EXECUTIVE ASSISTANT COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. 4455 W. LAWRENCE ST. APPLETON, WI 54914 -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, ANNUAL REPORT AND COMPETITIVE GRANT GUIDELINES, WHICH INCLUDES THE MIELKE FAMILY FOUNDATION INC., ON ITS WEBSITE AT WWW.CFFOXVALLEY.ORG. COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 4455 W LAWRENCE ST APPLETON WI 54914 391548450 SERVE A RANGE OF PHILANTHROPICAL INTEREST BENEFITING THE FV AREA WI 501(C)(3) 8 N/A 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 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 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 1 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0