2022-11-15T12:30:05-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 200 EAST WASHINGTON STREET PO BOX 1739 APPLETON WI 54912 990 2021-07-01 391548450 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC COMM 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 PETER MARIAHAZY DIRECTOR AND CHAIRPERSON 9208301290 2022-11-15 1 PETER MARIAHAZY 999009999 MICHAEL VANDENHOGEN P00499282 9207318111 2022-11-15 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z CURT DETJEN 4455 W LAWRENCE ST APPLETON WI 54914 101461540 0 X WWW.CFFOXVALLEY.ORG X 1986 WI TO SERVE A BROAD RANGE OF PHILANTHROPIC INTERESTS BENEFITING THE FOX VALLEY. 21 21 46 100 -98840 0 30783724 32934023 472191 246997 29743476 11128591 0 0 60999391 44309611 32005594 20715885 0 0 2808575 1410602 0 0 275695 2750327 1575245 37564496 23701732 23434895 20607879 500269949 517819035 79142301 78229441 421127648 439589594 X WE STRENGTHEN OUR COMMUNITY FOR CURRENT AND FUTURE GENERATIONS BY HELPING PEOPLE MAKE A DIFFERENCE IN THE LIVES OF ALL. 0 0 21676989 20715885 246997 GRANTS WERE AWARDED FROM CHARITABLE FUNDS ESTABLISHED BY INDIVIDUALS, FAMILIES, BUSINESSES AND ORGANIZATIONS REFLECTING THEIR WISHES FOR GIVING BACK IN WAYS THAT COLLECTIVELY STRENGTHEN OUR COMMUNITY FOR CURRENT AND FUTURE GENERATIONS. THESE GRANTS MAKE A DIFFERENCE IN THE LIVES OF PEOPLE THROUGHOUT THE FOX VALLEY REGION IN THE AREAS OF ARTS & CULTURE, EDUCATION, COUMMUNITY IMPROVEMENT, HEALTH CARE, HUMAN SERVICES, THE ENVIRONMENT AND RELIGION. OUR DISCRETIONARY GRANT PROGRAM INCLUDES THE FOLLOWING EFFORTS: 1) HELP STRENGTHEN NONPROFIT ORGANIZATIONS; 2) PROVIDE COMMUNITY LEADERSHIP GRANTS TO SUPPORT AND ADVANCE KEY COMMUNITY INITIATIVES CONSISTENT WITH OUR GRANT PRIORITIES; 3) INCREASE ACCESS AND INCLUSION AND EDUCATING CHILDREN AND YOUTH IN THE AREAS OF ARTS AND CULTURE AND ENVIRONMENTAL SUSTAINABILITY; 4) AND RAISING AWARENESS OF COMMUNITY ISSUES TO HELP SPARK ACTION RESULTING IN POSITIVE CHANGE. 21676989 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 37 0 46 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 0 WI X KELLY TANCK 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 JON STELLMACHER DIRECTOR 0.50 X 0 0 0 KATHRYN SIEMAN DIRECTOR 0.50 X 0 0 0 PETER MARIAHAZY DIRECTOR & CHAIR 0.50 X X 0 0 0 STEPHANIE VRABEC DIRECTOR & VICE CHAIR 0.50 X X 0 0 0 BETH FLAHERTY DIRECTOR & VICE CHAIR 0.50 X X 0 0 0 JIM JOHNSON DIRECTOR 0.50 X 0 0 0 GREG PAWLAK DIRECTOR & VICE CHAIR 0.50 X X 0 0 0 DAVID GROSS DIRECTOR 0.50 X 0 0 0 LAURA MERONK SECRETARY & VICE CHAIR 0.50 X X 0 0 0 MELANIE MILLER TREASURER & VICE CHAIR 0.50 X X 0 0 0 PA LEE MOUA DIRECTOR 0.50 X 0 0 0 JIM PROSSER DIRECTOR & VICE CHAIR 0.50 X X 0 0 0 MICHELLE SCHULER DIRECTOR 0.50 X 0 0 0 CHUCK SELF DIRECTOR 0.50 X 0 0 0 JEFF LANG DIRECTOR 0.50 X 0 0 0 MIKE MADER DIRECTOR 0.50 X 0 0 0 SHIPRA SEEFELDT DIRECTOR 0.50 X 0 0 0 RAYON BROWN DIRECTOR 0.50 X 0 0 0 JAMES JOHNSON DIRECTOR 0.50 X 0 0 0 REG WYDEVEN DIRECTOR 0.50 X 0 0 0 MANNY VASQUEZ DIRECTOR 0.50 X 0 0 0 CURT DETJEN PRESIDENT/CEO 40.00 X 291045 0 64102 TAMMY GEENEN VP COMMUNITY ENGAGEMENT 40.00 X 122421 0 24530 ANN ENGLEHARD VP DONOR SERVICES & GIFT PLANNING 40.00 X 136066 0 3969 STEVE VELDHORST CFO 40.00 X 145888 0 34289 695420 0 126890 4 0 1 0 SILCHESTER INTERNATIONAL INVESTORS LLP 1 BRUTON STREET LONDON UK INVESTMENT MANAGEMENT 229888 FIRST EAGLE INVESTMENTS 1345 AVENUE OF THE AMERICAS NEW YORK NY 10105 INVESTMENT MANAGEMENT 200177 VULCAN INVESTMENTS LLC 2100 SOUTHBRIDGE PKWY BIRMINGHAM AL 35209 INVESTMENT MANAGEMENT 164780 ALTRINSIC GLOBAL ADVISORS LLC 8 SOUND SHORE DRIVE GREENWICH CT 06830 INVESTMENT MANAGEMENT 162754 TYBOURNE CAPITAL MANAGEMENT 30/F AIA CENTRAL 1 CONNAUGHT ROAD HK INVESTMENT MANAGEMENT 121833 7 96000 32838023 14543745 32934023 ADMINISTRATIVE FEE INCOME FROM AG 561000 145474 145474 ADMINISTRATIVE FEE INCOME FROM SU 561000 101523 101523 246997 2283582 -98840 2382422 65996938 57151929 8845009 8845009 8845009 44309611 246997 -98840 11227431 19940447 19940447 775438 775438 398691 170816 183505 44370 824846 422420 314291 88135 24521 12563 9338 2620 88962 45579 33878 9505 73582 35870 29742 7970 59718 59718 635627 635627 283970 9355 274615 73359 6082 67277 75697 40565 27708 7424 305310 148839 123406 33065 34958 17043 14130 3785 5079 2476 2053 550 1247 608 504 135 62356 30399 25204 6753 31965 15583 12920 3462 EDUCATION 5959 2906 2409 644 23701732 21676989 1749048 275695 2662633 1778109 3481844 5464743 93870 2318115 606389 1726370 1711726 192064504 212416979 299553917 295585693 780681 767915 500269949 517819035 1079581 1246554 11407520 8787770 66655200 68195117 79142301 78229441 X 416363492 432917719 4764156 6671875 421127648 439589594 500269949 517819035 X 20607879 -2206072 60139 X 0 1 X 1 0 X 123676335 24265674 23210343 30783724 32934023 234870099 123676335 24265674 23210343 30783724 32934023 234870099 103131532 131738567 5594135 6585141 5589618 3532403 2382422 23683719 27980 79412 99075 -70479 -98840 37148 258590966 2091516 0.50940 0.49200 X PART II YEAR 2021 IS A 6-MONTH PERIOD. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 532 846 23023811 8062032 14846187 4829257 245274796 173149170 1 1 7546483 0 76559 145972 7477070 5914332 200 1930128 298177 7546483 6763188 -410800 438056 5914332 6936709 111823 285344 6763188 1.00000 0.00000 0.00000 0 0 1510235 133762 1376473 807880 472627 335253 1711726 EQUITIES 185053661 F FIXED INCOME 47599523 F HEDGE FUNDS 17291648 F VENTURE CAPITAL 44797723 F REAL ESTATE 843138 F 295585693 FUNDS HELD FOR OTHERS 66986860 CHARITABLE GIFT ANNUITY PAYABLE 1208257 68195117 PART V, LINE 4: THE ADMINISTRATIVE ENDOWMENT FUNDS ARE ORDINARILY SUBJECT TO AN ANNUAL SPENDING POLICY OF 4.5% OF THE AVERAGE DAILY BALANCE IN THE FUNDS FOR THE THREE PREVIOUS CALENDAR YEARS. THE ANNUAL SPENDING PROVIDES FOR ONGOING FUNDING OF SERVICES UNDERTAKEN TO SUPPORT THE PROGRAMS OF THE FOUNDATION. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 32430610 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 201428 0 0 0 0 0 0 32632038 0 32632038 1 0 1 1 1 0 PART I, LINE 3: COLUMN F INCLUDES $32,632,038 OF BOOK VALUE OF INVESTMENTS. THE ORGANIZATION FOLLOWS THE ACCRUAL METHOD OF ACCOUNTING AND ITS INVESTMENTS ARE RECORDED AT FAIR MARKET VALUE. THE REPORTED AMOUNT OF INVESTMENTS REPRESENTS THE COMMUNITY FOUNDATION OF THE FOX VALLEY REGION'S ALLOCATED PERCENTAGE OF THE INVESTMENTS THAT ARE LEGALLY OWNED BY THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. AND ALLOCATED TO CERTAIN SUPPORTING ORGANIZATIONS. PART III ACCOUNTING METHOD: 1 AGING AND DISABILITY RESOURCE CENTER OF BROWN COUNTY 300 S ADAMS ST GREEN BAY WI 543014516 391286261 GOVERNMENT 18000 0 J30: VOCATIONAL REHABILITATION ALS ASSOCIATION INC WISCONSIN CHAPTER 3333 N MAYFAIR RD STE 104 WAUWATOSA WI 532223219 391600965 501(C)3 7500 0 G99:DISEASES, DISORDERS & MEDICAL DISCIPLINES NEC AMERICAN CANCER SOCIETY 2100 RIVERSIDE DR STE 201 GREEN BAY WI 543012375 131788491 501(C)3 6588 0 COMMUNITY & NEIGHBORHOOD DEVELOPMENT AMERICAN HEART ASSOCIATION 6500 TECHNOLOGY DRIVE 100 INDIANAPOLIS IN 46278 135613797 501(C)3 25661 0 HEART AND CIRCULATORY SYSTEM AMERICAN RED CROSS IN NORTHEAST WI 515 S WASHBURN ST STE 201 OSHKOSH WI 549047996 530196605 501(C)3 26454 0 DISASTER PREPAREDNESS & RELIEF SERVICES APPLETON ALLIANCE CHURCH 2693 W GRAND CHUTE BLVD APPLETON WI 549139617 391345185 501(C)3 255100 0 CHRISTIANITY APPLETON HISTORICAL SOCIETY INC 2631 N MEADE ST STE 101 APPLETON WI 549112203 450604780 501(C)3 30000 0 HISTORY MUSEUMS APRICITY 1010 STROHMEYER DR NEENAH WI 549561980 391229161 501(C)3 40112 0 HUMAN SERVICES ATTIC CHAMBER THEATRE PO BOX 41 APPLETON WI 549120041 390993864 501(C)3 5445 0 A65: THEATER BAY-LAKES COUNCIL BOY SCOUTS OF AMERICA PO BOX 267 APPLETON WI 549120267 391184320 501(C)3 12369 0 BOY SCOUTS OF AMERICA BEAMING INC PO BOX 524 NEENAH WI 549570524 201797140 501(C)3 18383 0 HEALTH BERGSTROM-MAHLER MUSEUM 165 N PARK AVE NEENAH WI 549562956 390958257 501(C)3 25252 0 ART MUSEUMS BETHANY LUTHERAN CHURCH PO BOX 707 EPHRAIM WI 542110707 391427586 501(C)3 6000 0 X: RELIGION-RELATED BIG BROTHERS BIG SISTERS OF EAST CENTRAL WISCONSIN 1331 AMERICAN DR NEENAH WI 549561401 396103907 501(C)3 26602 0 YOUTH DEVELOPMENT BIRCH CREEK MUSIC PERFORMANCE CENTER PO BOX 230 EGG HARBOR WI 542090230 363032002 501(C)3 10000 0 A25: ARTS EDUCATION BLOOMFIELD COLLEGE THE OFFICE OF INSTITUTIONAL ADVANCEMENT68 OAKLAND AVE BLOOMFIELD NJ 070033435 221494428 501(C)3 10000 0 B40: HIGHER EDUCATION BOYS & GIRLS BRIGADE ASSOCIATION INC 109 W COLUMBIAN AVE NEENAH WI 549563017 390813396 501(C)3 26200 0 YOUTH DEVELOPMENT BOYS & GIRLS CLUBS OF THE FOX VALLEY 160 S BADGER AVE APPLETON WI 549145280 391225709 501(C)3 76357 0 BOYS & GIRLS CLUBS BRIDGE THE GAP INC 1415 E GREEN BAY ST STE 111 SHAWANO WI 541663880 261377517 501(C)3 9464 0 AUTISM BRIDGES CHILD ENRICHMENT CENTER 313 S STATE ST APPLETON WI 549115929 391340963 501(C)3 6500 0 P33: CHILD DAY CARE BRILLION CITY COMMUNITY DRIVE INC PO BOX 15 BRILLION WI 54110 391649958 501(C)3 8700 0 COMMUNITY IMPRV & CAPACITY BLDG NEC BRILLION NATURE STUDY CENTER ASSOCIATION 315 S MAIN ST BRILLION WI 541101207 391503682 501(C)3 5500 0 C60: ENVIRONMENTAL EDUCATION CALUMET COUNTY - LEDGE VIEW NATURE CENTER W2348 SHORT RD CHILTON WI 530149673 396005676 501(C)3 15000 0 C60: ENVIRONMENTAL EDUCATION CAP SERVICES INC 821 E 1ST AVENUE SUITE 3 APPLETON WI 54911 391080897 501(C)3 9638 0 HUMAN SERVICES CASA HISPANA 1800 APPLETON RD MENASHA WI 54952 020569981 501(C)3 53000 0 CULTURAL & ETHNIC AWARENESS CASA LAKE COUNTY INC 700 FOREST EDGE DRIVE VERNON HILLS IL 60061 363916143 501(C)3 41970 0 I72: CHILD ABUSE PREVENTION CASA OF THE FOX CITIES 1500 NORTH CASALOMA DR STE 401 APPLETON WI 549138219 460740362 501(C)3 44180 0 I99: CRIME & LEGAL-RELATED N.E.C. 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CLEVELAND 6200 OAK TREE BLVD INDEPENDENCE OH 44131 341804606 501(C)3 25000 0 P58: GIFT DISTRIBUTION COMMUNITY BENEFIT TREE INC 2204 CROOKS AVE STE C KAUKAUNA WI 541303405 200839777 501(C)3 22100 0 FUNDRAISING COMMUNITY CHURCH OF APPLETON 3701 N GILLETT ST APPLETON WI 549146914 391712990 501(C)3 24831 0 RELIGION-RELATED COMMUNITY CLOTHES CLOSET 1465-B OPPORTUNITY WAY MENASHA WI 54952 391394270 501(C)3 20503 0 P60: EMERGENCY ASSISTANCE COTS PO BOX 1645 APPLETON WI 549121645 391913179 501(C)3 54611 0 P85: HOMELESS CENTERS CREATIVE DOWNTOWN APPLETON 333 W COLLEGE AVE APPLETON WI 549115862 471568601 501(C)3 10200 0 ARTS & CULTURE DAY BY DAY WARMING SHELTER INC 449 HIGH AVE OSHKOSH WI 549014708 275557420 501(C)3 127500 0 L41: HOMELESS SHELTERS DELTA TAU DELTA EDUCATIONAL FOUNDATION INC 1000 ALLISONVILLE RD FISHERS IN 46038 311020203 501(C)3 100000 0 B83: STUDENT SORORITIES & FRATERNITIES DIVERSE AND RESILIENT INC 408 1/2 W WISCONSIN AVE APPLETON WI 549114336 300084616 501(C)3 296415 0 E70: PUBLIC HEALTH DYSLEXIA READING CONNECTION INC 2935 NORTH BALLARD ROAD 1 APPLETON WI 54911 463735471 501(C)3 24831 0 G80: SPECIFICALLY NAMED DISEASES EAST CENTRAL WISCONSIN REGIONAL PLANNING COMMISSION 400 AHNAIP ST STE 100 MENASHA WI 54952 391170145 501(C)3 10450 0 C30: NATURAL RESOURCES CONSERVATION & PROTECTION ELISHA D SMITH PUBLIC LIBRARY 440 1ST ST MENASHA WI 549523143 396005525 501(C)3 10478 0 B70: LIBRARIES ENGAGE BURKINA 3522 HIRAM ACWORTH HWY DALLAS GA 30157 455352308 501(C)3 6500 0 P80: CENTERS TO SUPPORT INDEPENDENCE EPHRAIM FOUNDATION HERITAGE FUND PO BOX 165 EPHRAIM WI 542110165 391743181 501(C)3 200000 0 A50: MUSEUMS EVANS SCHOLARS FOUNDATION 2501 PATRIOT BLVD GOLF IL 60029 362518129 501(C)3 15000 0 B82: SCHOLARSHIPS & STUDENT FINANCIAL AID EXCEPTIONAL EQUESTRIANS 1120 ORLANDO DRIVE DEPERE WI 54115 391959653 501(C)3 11000 0 N69: EQUESTRIAN FAIRPORT HARBOR HISTORICAL SOCIETY 129 SECOND ST FAIRPORT HARBOR OH 44077 346554830 501(C)3 25000 0 A80: HISTORICAL ORGANIZATIONS FAITH LUTHERAN CHURCH 601 EAST GLENDALE AVENUE APPLETON WI 54911 391027724 501(C)3 9420 0 CHRISTIANITY FAMILY SERVICES OF NORTHEAST WISCONSIN PO BOX 22308 GREEN BAY WI 543052308 390827320 501(C)3 54000 0 P30: CHILDREN & YOUTH SERVICES FC ENVIRONMENTAL LEARNING CAMPUSBUBOLZ NATURE PRESERVE 4815 N LYNNDALE DR APPLETON WI 549139665 237120877 501(C)3 33000 0 C30: NATURAL RESOURCES CONSERVATION & PROTECTION FEEDING AMERICA EASTERN WISCONSIN - 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SALVATION ARMY - FOX CITIES 130 E NORTH STPO BOX 1605 APPLETON WI 549121605 362167910 501(C)3 83116 0 P24: SALVATION ARMY SALVATION ARMY OF CALUMET COUNTY 16 WEST MAIN STREET CHILTON WI 53014 362167910 501(C)3 13991 0 P24: SALVATION ARMY SALVATION ARMY SERVICE EXTENSION - OUTAGAMIE COUNTY 227 EAST STATE HWY 54 BLACK CREEK WI 54106 222406433 501(C)3 8120 0 P24: SALVATION ARMY SANTA CLAUS GIRLS OF KENT COUNTY PO BOX 543 COMSTOCK PARK MI 49321 386065164 501(C)3 6000 0 P58: GIFT DISTRIBUTION SCHOOL DISTRICT OF HILBERT 1139 MILWAUKEE ST HILBERT WI 541290390 396002586 GOVERNMENT 36011 0 B: EDUCATION SERVANTS OF THE GOOD HELP INC 12126 MORGAN RD REEDSVILLE WI 54230 825339072 501(C)3 15750 0 P20: HUMAN SERVICE ORGANIZATIONS SHAWANO AREA FOOD CENTER 830 E CENTER ST SHAWANO WI 54166 273672510 501(C)3 15000 0 K01: ALLIANCES & ADVOCACY SHAWANO AREA MATTHEW 25 P O BOX 147 SHAWANO WI 54166 465493989 501(C)3 11200 0 P85: HOMELESS CENTERS SISTERS OF ST DOMINIC 5635 ERIE STREET RACINE WI 534021900 272468917 501(C)3 10000 0 ROMAN CATHOLIC SISTERS OF THE DIVINE SAVIOR 4311 NORTH 100TH STREET MILWAUKEE WI 53222 396054869 501(C)3 14000 0 RELIGION-RELATED SNOWDROP FOUNDATION-WISCONSIN CHAPTER N199 ARROWHEAD RD FREMONT WI 54940 204478536 501(C)3 45000 0 O50: YOUTH DEVELOPMENT PROGRAMS SOAR FOX CITIES INC 211 E FRANKLIN ST STE A APPLETON WI 549115475 753202931 501(C)3 10350 0 P80: CENTERS TO SUPPORT INDEPENDENCE SOCIETY OF ST VINCENT DE PAUL OF SHEBOYGAN COUNTY INC 4215 HWY 42 N SHEBOYGAN WI 530832065 390833611 501(C)3 7500 0 P99: HUMAN SERVICES N.E.C. SOCIETY OF THE DIVINE SAVIOR - SALVATORIAN CENTER 1303 MILWAUKEE DRIVE NEW HOLSTEIN WI 53061 390806210 501(C)3 7367 0 FUND RAISING & FUND DISTRIBUTION SPECIAL OLYMPICS OF WISCONSIN - FOX VALLEY AREA W5361 CTY KK SUITE D APPLETON WI 54915 391176591 501(C)3 5300 0 N72: SPECIAL OLYMPICS SPIERINGS CANCER FOUNDATION INC 700 HARVEST TRL APPLETON WI 549139007 264201357 501(C)3 7500 0 CANCER ST PAUL EVANGELICAL LUTHERAN CHURCH 107 TUSTIN RD FREMONT WI 549409412 396067994 501(C)3 7000 0 X21: PROTESTANT ST BERNADETTE PARISH 2331 E LOURDES DR APPLETON WI 549153615 390980320 501(C)3 8400 0 ROMAN CATHOLIC ST ELIZABETH ANN SETON CATHOLIC SCHOOL 814 SUPERIOR AVENUE SHEBOYGAN WI 53801 455179843 501(C)3 59710 0 B24: PRIMARY & ELEMENTARY SCHOOLS ST ELIZABETH HOSPITAL FOUNDATION 1506 S ONEIDA ST APPLETON WI 54915 391256677 501(C)3 196633 0 E11: SINGLE ORGANIZATION SUPPORT ST FRANCIS XAVIER CATHOLIC SCHOOL SYSTEM 101 E NORTHLAND AVENUE APPLETON WI 54911 752975177 501(C)3 263373 0 B: EDUCATION ST JOHN NEPOMUCENE PARISH 323 PINE STREET LITTLE CHUTE WI 541401896 390816903 501(C)3 8602 0 RELIGION-RELATED ST JOHN SACRED HEART PARISH N369 MILITARY ROAD SHERWOOD WI 54169 390865494 501(C)3 16460 0 ROMAN CATHOLIC ST JOHN UNITED CHURCH OF CHRIST OF APPLETON 1130 W MARQUETTE ST APPLETON WI 54911 390901169 501(C)3 6141 0 RELIGION-RELATED ST JOSEPH FOOD PROGRAM 1465 A OPPORTUNITY WAY MENASHA WI 54952 391822486 501(C)3 69841 0 K30: FOOD PROGRAMS ST JOSEPH PARISH 404 W LAWRENCE ST APPLETON WI 54911 390847630 501(C)3 26039 0 ROMAN CATHOLIC ST MARGARET MARY PARISH 439 WASHINGTON AVENUE NEENAH WI 54956 390807228 501(C)3 8300 0 RELIGION-RELATED ST MARY CATHOLIC SCHOOLS 1050 ZEPHYR DRIVE NEENAH WI 54956 391656963 501(C)3 35316 0 RELIGION-RELATED ST MARY PARISH MENASHA 528 2ND ST MENASHA WI 549523112 390845602 501(C)3 27800 0 ROMAN CATHOLIC ST MARY PARISH-APPLETON 312 S STATE ST APPLETON WI 54911 390810526 501(C)3 13600 0 CHRISTIANITY ST NORBERT COLLEGE 100 GRANT ST DE PERE WI 541152099 391399196 501(C)3 28700 0 B82: SCHOLARSHIPS & STUDENT FINANCIAL AID ST PAUL CATHOLIC CHURCH 410 WALLACE STREET COMBINED LOCKS WI 54113 390989794 501(C)3 6300 0 ROMAN CATHOLIC ST PAUL ELDER SERVICES INC 316 E 14TH ST KAUKAUNA WI 541303304 391029149 501(C)3 8565 0 X99: RELIGION-RELATED N.E.C. 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THE RIDGES SANCTUARY INC PO BOX 152 BAILEYS HARBOR WI 542020152 391044657 501(C)3 101000 0 C34: LAND RESOURCES CONSERVATION THE SAMARITAN COUNSELING CENTER OF THE FOX VALLEY INC 1478 KENWOOD DRIVE MENASHA WI 54952 391214216 501(C)3 129106 0 F99: MENTAL HEALTH & CRISIS INTERVENTION N.E.C. THE TROUT MUSEUM OF ART INC 111 W COLLEGE AVE APPLETON WI 54911 811273001 501(C)3 80391 0 PHILANTHROPY / CHARITY / VOLUNTARISM PROMOTION THEDACARE FAMILY OF FOUNDATIONS INC 1818 N MEADE STREET APPLETON WI 54911 464112255 501(C)3 974563 0 PUBLIC FOUNDATIONS THOMPSON CENTER ON LOURDES 2331 E LOURDES DRIVE APPLETON WI 54915 813840811 501(C)3 14942 0 SENIOR CENTERS/SERVICES TRI-COUNTY COMMUNITY DENTAL CLINIC 9 TRI-PARK WAY APPLETON WI 54914 470862462 501(C)3 37226 0 E30: AMBULATORY & PRIMARY HEALTH CARE TRINITY LUTHERAN CHURCH 407 OAK NEENAH WI 54956 390960044 501(C)3 8500 0 CHRISTIANITY UNITED CHURCH OF MARCO ISLAND 320 N BARFIELD DR MARCO ISLAND FL 341454036 591861678 501(C)3 6500 0 X: RELIGION-RELATED UNITED HMONG AMERICAN ASSOCIATION PO BOX 1996 APPLETON WI 549121996 452632420 501(C)3 29000 0 B82: SCHOLARSHIPS & STUDENT FINANCIAL AID UNITED NEGRO COLLEGE FUND INC 105 W ADAMS CHICAGO IL 60603 131624241 501(C)3 104924 0 B99: EDUCATION N.E.C. UNITED WAY FOX CITIES 1455 MIDWAY ROAD MENASHA WI 54952 390912895 501(C)3 56044 0 P20: HUMAN SERVICE ORGANIZATIONS UNITED WAY OF DOOR COUNTY PO BOX 223 STURGEON BAY WI 542350223 391799879 501(C)3 11500 0 W12: FUND RAISING & FUND DISTRIBUTION UNIVERSITY OF NORTH TEXAS FOUNDATION 1155 UNION CIRCLE 311250 DENTON TX 76203 237232618 501(C)3 5000000 0 B43: UNIVERSITIES UNIVERSITY OF WISCONSIN - OSHKOSH 800 ALGOMA BLVD OSHKOSH WI 549013551 391805963 501(C)3 76346 0 B43: UNIVERSITIES UW FOUNDATION INC 1848 UNIVERSITY AVENUE MADISON WI 53726 390743975 501(C)3 313484 0 B11: SINGLE ORGANIZATION SUPPORT VALLEY KIDS' FOUNDATION INC 501 S NICOLET RD APPLETON WI 549148225 391733909 501(C)3 9000 0 P11: SINGLE ORGANIZATION SUPPORT VALLEY PACKAGING INDUSTRIES 2730 NORTH ROEMER ROAD APPLETON WI 54911 390921632 501(C)3 17500 0 J20: EMPLOYMENT PREPARATION & PROCUREMENT VALLEY VNA HEALTH SYSTEMS INC 1535 LYON DRIVE NEENAH WI 54956 391624803 501(C)3 50581 0 E92: HOME HEALTH CARE VAN ANDEL INSTITUTE 333 BOSTWICK AVE NE GRAND RAPIDS MI 495032518 522000820 501(C)3 50000 0 T70: FEDERATED GIVING PROGRAMS VILLAGE OF KIMBERLY 515 W KIMBERLY AVE KIMBERLY WI 541361335 396006297 GOVERNMENT 100000 0 W20: GOVERNMENT & PUBLIC ADMINISTRATION WAUPACA COMMUNITY ARTS BOARD PO BOX 88 WAUPACA WI 549810088 270130176 501(C)3 6700 0 A26: ARTS & HUMANITIES COUNCILS & AGENCIES WAUPACA COUNTY 811 HARDING ST WAUPACA WI 549812012 396005758 GOVERNMENT 7000 0 GOVERNMENT & PUBLIC ADMINISTRATION WAUPACA COUNTY SUICIDE PREVENTION COALITION N8971 GRAHAM LAKE RD IOLA WI 549458802 831344072 501(C)3 7500 0 F80: MENTAL HEALTH ASSOCIATIONS WELLO INC PO BOX 11656 PLYMOUTH MI 481704675 854126872 501(C)3 50000 0 INTERNATIONAL DEVELOPMENT WGBH EDUCATIONAL FOUNDATION PO BOX 414670 BOSTON MA 022414670 042104397 501(C)3 25000 0 A30: MEDIA & COMMUNICATIONS WISCONSIBS 211 EAST FRANKLINE STREET C APPLETON WI 54911 391942794 501(C)3 9750 0 P80: CENTERS TO SUPPORT INDEPENDENCE WISCONSIN HISTORICAL FOUNDATION PO BOX 260050 MADISON WI 53726 390921093 501(C)3 7083 0 A11: SINGLE ORGANIZATION SUPPORT WISCONSIN PARKINSON ASSOCIATION 2819 W HIGHLAND AVENUE MILWAUKEE WI 53208 391492810 501(C)3 18934 0 G96: NEUROLOGY & NEUROSCIENCE WISCONSIN PUBLIC RADIO ASSOCIATION INC PO BOX 697 RACINE WI 53401 237363536 501(C)3 422356 0 A34: RADIO WISCONSIN UNITED METHODIST FOUNDATION INC 750 WINDSOR ST STE 305 SUN PRAIRIE WI 535902149 390806230 501(C)3 6599 0 T99: PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATIONS NEC WISCONSIN VETERANS VILLAGE ASSOCIATION INC 2919 GLENPARK DRIVE SUITE 500 APPLETON WI 54914 822839384 501(C)3 53970 0 P80: CENTERS TO SUPPORT INDEPENDENCE WORLD RELIEF CORP OF NATIONAL ASSOCIATION OF EVANGELICALS 7 E BALTIMORE ST BALTIMORE MD 21202 236393344 501(C)3 69000 0 PERSONAL SOCIAL SERVICES WORLD VISION PO BOX 9716 DEPT W FEDERAL WAY WA 980639716 951922279 501(C)3 30150 0 INTERNATIONAL DEVELOPMENT YMCA OF THE FOX CITIES 218 EAST LAWRENCE STREET APPLETON WI 54911 390806191 501(C)3 219024 0 P27: YOUNG MENS OR WOMENS ASSOCIATIONS YOUTH GO 213 NICOLET BLVD NEENAH WI 549562755 391137233 501(C)3 21900 0 P30: CHILDREN & YOUTH SERVICES ZION UNITED METHODIST CHURCH PO BOX 66 FOREST JUNCTION WI 54123 390884784 501(C)3 10992 0 CHRISTIANITY WOMEN'S FUND FOR THE FOX VALLEY REGION 4455 W LAWRENCE ST APPLETON WI 54914 203096562 501(C)3 47700 0 PHILANTHROPY COMMUNITY REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 200875816 501(C)3 45000 0 PHILANTHROPY 244 POST SECONDARY SCHOLARSHIPS 415 775438 PART I, LINE 2: MANY OF THE COMPETITIVE GRANTS AWARDED BY THE FOUNDATION REQUIRE A PROGRESS REPORT DURING THE GRANT PERIOD AND/OR A FINAL REPORT AT THE END OF THE GRANT PERIOD. PROGRESS REPORTS ARE GENERALLY EXPECTED FOR MULTI-YEAR COMMITMENTS AS A WAY TO ASSESS THE WORK UNDERTAKEN TOWARD ACHIEVING ORIGINAL OBJECTIVES. THE FINAL REPORT PROCESS HAS THREE PRIMARY OBJECTIVES: ASSESSMENT OF WHAT'S BEEN LEARNED, IMPACT OF SUPPORT ON THE CORE MISSION, AND DEMONSTRATION OF ACCOUNTABILITY. WHEN REVIEWING A GRANT APPLICATION FROM AN ORGANIZATION THAT HAS RECEIVED PRIOR FUNDING, GRANTS COMMITTEE MEMBERS AND FOUNDATION STAFF OFTEN CONSIDER THE CONTENT OF PRIOR REPORTS. THE FOUNDATION WILL NOT CONSIDER APPLICATIONS FROM ORGANIZATIONS THAT HAVE OVERDUE REPORTS. SOME OF THE GRANTS AWARDED THROUGH NON-COMPETITIVE PROCESSES WILL ALSO FOLLOW THIS FINAL REPORT PROCESS IF SUGGESTED BY THE DONOR; OTHERWISE, WE RELY ON THE DONOR'S ADVICE REGARDING THE USE OF GRANTED FUNDS AND DECISIONS TO CONTINUE TO FUND AN ORGANIZATION IN THE FUTURE. X X X 0 1 0 0 0 0 0 0 0 CURT DETJEN PRESIDENT/CEO 265601 0 0 0 25444 0 42689 0 21413 0 355147 0 0 0 STEVE VELDHORST CFO 145888 0 0 0 0 0 4793 0 29496 0 180177 0 0 0 PART I, LINE 4B CURT DETJEN IS A PARTICIPANT IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE AMOUNT RECOGNIZED RATABLY OVER THE COURSE OF THE SERVICE WAS $33,879 FOR 2021. X 91 14543745 AVE HIGH/LOW @ DATE GIFT 0 1 1 PART I, COLUMN (B): COL B REPORTS THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: DONATIONS OF REAL PROPERTY ARE MADE THROUGH THE COMMUNITY REAL ESTATE AND PERSONAL PROPERTY FOUNDATION, INC. (A RELATED ORGANIZATION) THAT SELLS THE PROPERTY AND TRANSFERS THE CASH PROCEEDS TO THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS 12 TO 22 MEMBERS. THE TERM OF EACH MEMBER SHALL BE THREE YEARS. AT EACH ANNUAL MEETING OF THE MEMBERS, THE MEMBERS ELECT ONE-THIRD OF THE MEMBERS. MEMBERS AFFIRM THE ELECTION OF THE BOARD OF DIRECTORS AND APPROVE SIGNIFICANT DECISIONS OF THE BOARD. MEMBERS DO NOT SHARE IN THE INCOME OF THE ORGANIZATION OR THE NET ASSETS UPON THE ORGANIZATION'S DISSOLUTION. FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF THE BOARD OF DIRECTORS IS AFFIRMED BY VOTE OF A MAJORITY OF THE MEMBERS PRESENT AND VOTING. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS APPROVE SIGNIFICANT DECISIONS OF THE BOARD OF DIRECTORS SUCH AS AMENDMENTS TO THE BYLAWS AND ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE CHAIRPERSON OF THE AUDIT AND BUDGET COMMITTEE/TREASURER AND THE VP OF FINANCE WILL REVIEW FOR REASONABLENESS AND APPROVE THE FILING OF THE FORM 990 AND THE WISCONSIN ANNUAL REPORT ON AN ANNUAL BASIS. THE ENTIRE AUDIT AND BUDGET COMMITTEE WILL REVIEW AND APPROVE FOR FILING ANNUALLY. THE FORM 990 IS DISTRIBUTED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, DIRECTORS AND EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE DESCRIBING THEIR RELATIONSHIPS AND THEIR FAMILY RELATIONSHIPS WITH OTHER ENTITIES DOING BUSINESS WITH THE COMMUNITY FOUNDATION AND ALL RELATED ORGANIZATIONS. IF VOTES ARE TAKEN RELATING TO ANY OF THESE ENTITIES, BOARD MEMBERS WITH DISCLOSED RELATIONSHIPS ARE AUTOMATICALLY TREATED AS HAVING ABSTAINED FROM THE VOTING. A COMMUNITY FOUNDATION GRANTING COMMITTEE CAN NOT APPROVE A GRANT TO AN ORGANIZATION THAT EMPLOYS A FAMILY MEMBER OF ANYONE ON THE GRANTING COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR REVIEWING THE PERFORMANCE OF THE PRESIDENT/CEO AND SETTING HIS/HER COMPENSATION ON AN ANNUAL BASIS. THE PRESIDENT/CEO IS RESPONSIBLE FOR REVIEWING PERFORMANCE AND SETTING COMPENSATION FOR THE OTHER OFFICERS OF THE FOUNDATION. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR APPROVING THE TOTAL AMOUNT OF COMPENSATION FOR THE ENTIRE FOUNDATION STAFF TO BE INCLUDED IN THE ANNUAL BUDGET. THE COUNCIL ON FOUNDATIONS CONDUCTS AN ANNUAL SALARY SURVEY DEFINING SALARY RANGES FOR SPECIFIC STAFF POSITIONS. THE COMMUNITY FOUNDATION USES THIS DATA TO DETERMINE COMPENSATION FOR OFFICERS. THE GOAL OF THE FOUNDATION IS TO PAY AT MID-POINT OR ABOVE FOR COMPARABLE POSITIONS SO AS TO RETAIN TALENTED EMPLOYEES. THE EXECUTIVE COMMITTEE APPROVAL IS DOCUMENTED IN THEIR MINUTES AND THE TOTAL SALARY BUDGET IS APPROVED BY THE BOARD AS PART OF THE BUDGET APPROVAL PROCESS. THE CFO (WHO IS RESPONSIBLE FOR PAYROLL ADMINISTRATION) IS NOTIFIED OF THE NEW COMPENSATION FOR THE PRESIDENT/CEO DIRECTLY BY THE BOARD CHAIRPERSON EACH YEAR. 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 ON ITS WEBSITE AT WWW.CFFOXVALLEY.ORG. FORM 990, PART XI, LINE 9: GRANT RETURNS 60,139. THE WILLIAM J AND BARBARA A SCHMIDT FAMILY FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 391869271 SUPPORT THE ACTIVITIES 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 ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 DOUG AND CARLA SALMON FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 820566250 SUPPORT THE ACTIVITIES 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 ACTIVITIES 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 ACTIVITIES 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 ACTIVITIES 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 ACTIVITIES 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 ACTIVITIES 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 1 1 0 1 1 0 1 0 0