EAU CLAIRE COMMUNITY FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EAU CLAIRE COMMUNITY FOUNDATION (EIN 39-1891064)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-07
- IRS object ID
- 202233119349301208
- Schema version
- 2021v4.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-07T07:40:52-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1502 LONDON ROAD SUITE 200 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391891064 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAU CLAIRE COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAUC | BusinessNameControlTxt |
| Phone | 7155523801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 SOUTH BARSTOW ST 104 | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE BORNICK | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7155523801 | PhoneNum |
| Signature | 2022-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUE | PersonFirstNm |
| Person Last | BORNICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PETERSON CPA | PreparerPersonNm |
| PTIN | P01833529 | PTIN |
| Phone | 2187224705 | PhoneNum |
| Preparation | 2022-11-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUE BORNICK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 SOUTH BARSTOW ST 104 | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,629,277 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ECCOMMUNITYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO ESTABLISH ENDOWED FUNDS THAT WILL BENEFIT THE EAU CLAIRE COMMUNITY TODAY AND IN THE FUTURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 59 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,937,016 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,679,583 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $460,926 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,642,548 | CYInvestmentIncomeAmt |
| PY Other Revenue | $31,715 | PYOtherRevenueAmt |
| CY Other Revenue | $34,844 | CYOtherRevenueAmt |
| PY Total Revenue | $2,429,657 | PYTotalRevenueAmt |
| CY Total Revenue | $5,356,975 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,783,940 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,028,319 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $227,171 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $240,344 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $208,296 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $106,267 | PYOtherExpensesAmt |
| CY Other Expenses | $162,327 | CYOtherExpensesAmt |
| PY Total Expenses | $2,117,378 | PYTotalExpensesAmt |
| CY Total Expenses | $2,430,990 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $312,279 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,925,985 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $29,523,428 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,702,281 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,162,545 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,411,703 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,360,883 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,290,578 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE STRENGTHEN OUR COMMUNITY BY OFFERING DONORS OPPORTUNITIES TO ESTABLISH CHARITABLE LEGACIES, BY MAKING GRANTS, AND BY SERVING AS A CATALYST TO ADDRESS COMMUNITY NEEDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,104,083 | ExpenseAmt |
| Grant | $2,028,319 | GrantAmt |
| Revenue | $34,844 | RevenueAmt |
| Desc | THE EAU CLAIRE COMMUNITY FOUNDATION FULFILLED THE GRANTMAKING PORTION OF ITS MISSION IN 2021 BY AWARDING $5,241,371 IN GRANTS, WHICH INCLUDES $412,408 IN AGENCY FUND GRANTS AND $2,695,000 IN SUPPORT OF THE STORYBUILDER CAPITAL CAMPAIGN TO EXPAND THE L.E. PHILLIPS MEMORIAL PUBLIC LIBRARY. WHILE MANY OF THESE GRANTS WERE RECOMMENDED BY DONOR ADVISORS TO NONPROFITS ALL OVER THE U.S., $178,348 WENT DIRECTLY TO EAU CLAIRE AREA NONPROFITS THROUGH ECCF'S ANNUAL COMMUNITY GRANT CYCLE. AN ADDITIONAL $43,629 SUPPORTED LOCAL NONPROFITS THROUGH THE GRANT CYCLE IMPLEMENTED BY THE WOMEN'S GIVING CIRCLE, A FUND OF ECCF. IN HONOR OF ITS 25TH ANNIVERSARY, ECCF IMPLEMENTED GRANT CATALOGS, WHICH ALLOWED LOCAL NONPROFITS TO RAISE OVER $200,000 THROUGH CROWDFUNDING, AND IT DISTRIBUTED $100,000 IN BONUS GRANTS TO PARTICIPATING NONPROFITS. IT ALSO DISTRIBUTED $32,000 IN ADDITIONAL GRANTS TO LOCAL NONPROFITS AT ITS 25TH ANNIVERSARY CELEBRATION ON JUNE 20, 2022. ECCF'S SUPPORT OF LOCAL NONPROFITS IS HELPING TO ENHANCE THE QUALITY OF LIFE IN EAU CLAIRE. ECCF'S MISSION ALSO INCLUDES "OFFERING DONORS OPPORTUNITIES TO ESTABLISH CHARITABLE LEGACIES." ECCF WORKED WITH DONORS TO ESTABLISH 28 NEW FUNDS IN 2021 AND HAS OVER 220 ACTIVE FUNDS. DONOR ADVISED FUNDS, SUCH AS THE NEW RICHARD J. ZIEMANN FUND, ALLOW FUND HOLDERS TO RECOMMEND GRANTS TO NONPROFITS OF THEIR CHOICE, WHILE FIELD OF INTEREST FUNDS ALLOW FUND HOLDERS TO SUPPORT SPECIFIC AREAS OF INTEREST AND DESIGNATED FUNDS NAME SPECIFIC ORGANIZATIONS. ECCF ALSO ALLOWS DONORS TO CREATE OTHER TYPES OF FUNDS, INCLUDING UNRESTRICTED FUNDS TO SUPPORT LOCAL NONPROFITS THROUGH THE ANNUAL COMMUNITY GRANT CYCLE AND DESIGNATED SCHOLARSHIP FUNDS TO SUPPORT STUDENTS' POST-SECONDARY EDUCATIONS.ECCF ADDRESSES THE FINAL PORTION OF ITS MISSION--TO SERVE AS A CATALYST TO ADDRESS COMMUNITY NEEDS--BY EDUCATING THE COMMUNITY ABOUT PHILANTHROPIC ISSUES AND OPPORTUNITIES THROUGH EVENTS SUCH AS THE ANNUAL MEETING, PROFESSIONAL ADVISOR EVENT, AND THE FALL EDUCATIONAL EVENT. IN ADDITION TO INFORMING THE PUBLIC ABOUT ECCF AND ITS WORK, THE ANNUAL EVENTS ALLOWS DONORS TO CONNECT WITH LOCAL NONPROFITS.ECCF'S PROFESSIONAL ADVISOR EVENT EDUCATES PROFESSIONAL ADVISORS ABOUT THEIR CLIENTS' CHARITABLE GIVING OPTIONS, WHILE THE EDUCATIONAL EVENT HOSTED BY ECCF'S WOMEN'S GIVING CIRCLE EDUCATES THE PUBLIC ABOUT PRESSING COMMUNITY ISSUES SUCH AS HOMELESSNESS, MENTAL HEALTH, OR ALZHEIMER'S DISEASE. IN 2021, THE EDUCATIONAL EVENT ADDRESSED LOCAL MENTAL HEALTH CHALLENGES AND RESOURCES. THROUGH THESE AND OTHER ANNUAL EVENTS, ECCF AIMS TO INCREASE AWARENESS, PHILANTHROPY, AND ACTIVISM IN OUR COMMUNITY. | Desc |
| Total Program Service Expenses | $2,104,083 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE PALECEK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7155523801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3402 OAKWOOD MALL DR STE 100 | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54702 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| SUE BORNICK | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $82,350 | $0 | $0 | |
| LINDA DANIELSON | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TOM LARSON | ||||||
| VICE-CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DALE WOOD | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN SATRE | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KARL MURCH | ||||||
| PAST CHAIR (NON VOTING) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JASON BECKERMAN | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| KIM BODEAU | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| GREG BREMER | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| AMELIA DANIELS | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CINDY HANGARTNER | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PHIL HAPPE | ||||||
| TRUSTEE (THRU JUNE) | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JEFF KOWIESKI | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| KATIE MURPHY | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| TIM PABICH | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JACKIE RASMUSSEN | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SARAH STOKES | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| TOM TOY | ||||||
| TRUSTEE (THRU JUNE) | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $82,350 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $36,610 | GovernmentGrantsAmt |
| All Other Contributions | $3,642,973 | AllOtherContributionsAmt |
| Noncash Contributions | $1,098,082 | NoncashContributionsAmt |
| Total Contributions | $3,679,583 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $592,702 | TotalRevenueColumnAmt |
| Exclusion | $592,702 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,322,148 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,272,302 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,049,846 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,049,846 | TotalRevenueColumnAmt |
| Exclusion | $1,049,846 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $34,844 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,844 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $34,844 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,356,975 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,844 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,642,548 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,028,319 | TotalAmt |
| Program Services | $2,028,319 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,040 | TotalAmt |
| Program Services | $9,140 | ProgramServicesAmt |
| Management And General | $27,450 | ManagementAndGeneralAmt |
| Fundraising | $27,450 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,148 | TotalAmt |
| Management And General | $48,266 | ManagementAndGeneralAmt |
| Fundraising | $100,882 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,356 | TotalAmt |
| Program Services | $5,356 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,629 | TotalAmt |
| Program Services | $3,629 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,171 | TotalAmt |
| Program Services | $18,171 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,081 | TotalAmt |
| Program Services | $10,523 | ProgramServicesAmt |
| Management And General | $9,948 | ManagementAndGeneralAmt |
| Fundraising | $16,610 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,245 | TotalAmt |
| Management And General | $1,639 | ManagementAndGeneralAmt |
| Fundraising | $2,606 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,610 | TotalAmt |
| Program Services | $3,811 | ProgramServicesAmt |
| Management And General | $3,784 | ManagementAndGeneralAmt |
| Fundraising | $6,015 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,190 | TotalAmt |
| Management And General | $1,190 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,629 | TotalAmt |
| Program Services | $1,552 | ProgramServicesAmt |
| Management And General | $1,574 | ManagementAndGeneralAmt |
| Fundraising | $2,503 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT EXPENSE | $38,812 | $2,698 | $13,944 | $22,170 |
| COMMUNITY EVENTS EXPENS | $20,714 | $2,887 | $17,827 | |
| PRINTING & PUBLICATIONS | $17,997 | $17,997 | ||
| DUES AND MEMBERSHIP EXP | $3,123 | $3,123 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,926 | TotalAmt |
| Management And General | $7,693 | ManagementAndGeneralAmt |
| Fundraising | $12,233 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,430,990 | TotalAmt |
| Program Services | $2,104,083 | ProgramServicesAmt |
| Management And General | $118,611 | ManagementAndGeneralAmt |
| Fundraising | $208,296 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,744,166 | BOYAmt |
| EOY | $2,858,346 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,000 | BOYAmt |
| EOY | $4,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,483 | BOYAmt |
| EOY | $314,542 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,168 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $53,070 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,736 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,382 | BOYAmt |
| EOY | $1,334 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,452,060 | BOYAmt |
| EOY | $29,503,538 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,169 | BOYAmt |
| EOY | $20,521 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,523,428 | BOYAmt |
| EOY | $32,702,281 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,274 | BOYAmt |
| EOY | $9,760 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,163 | BOYAmt |
| EOY | $15,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,116,108 | BOYAmt |
| EOY | $4,386,943 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,162,545 | BOYAmt |
| EOY | $4,411,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,091,786 | BOYAmt |
| EOY | $14,017,284 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,269,097 | BOYAmt |
| EOY | $14,273,294 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,360,883 | BOYAmt |
| EOY | $28,290,578 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,523,428 | BOYAmt |
| EOY | $32,702,281 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,925,985 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $975,526 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $11,796 | DonatedServicesAndUseFcltsAmt |
| Prior Period Adjustments | $17,436 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$1,048 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,471,903 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,987,491 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,430,703 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,937,016 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,679,583 | CurrentTaxYearAmt |
| Total | $16,506,696 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,471,903 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,987,491 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,430,703 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,937,016 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,679,583 | CurrentTaxYearAmt |
| Total | $16,506,696 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,210,312 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,296,384 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $230,544 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $346,449 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $569,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $461,212 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $592,702 | CurrentTaxYearAmt |
| Total | $2,200,855 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,707,551 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $150,084 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.55040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58540 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 72 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 221 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $2,161,421 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $5,370,718 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $614,680 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $4,933,678 | FundsAndOtherAccountsGrantsAmt |
| Funds And Other Accounts Vl EOY | $437,261 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,116,110 | BeginningYearBalanceAmt |
| Contributions | $134,915 | ContributionsAmt |
| Investment Earnings Or Losses | $459,836 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,189,001 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $134,917 | AdministrativeExpensesAmt |
| End Year Balance | $4,386,943 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,163,331 | BeginningYearBalanceAmt |
| Contributions | $981,395 | ContributionsAmt |
| Investment Earnings Or Losses | $421,516 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $397,577 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $52,555 | AdministrativeExpensesAmt |
| End Year Balance | $5,116,110 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,170,334 | BeginningYearBalanceAmt |
| Contributions | $558,441 | ContributionsAmt |
| Investment Earnings Or Losses | $600,267 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $109,323 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $56,388 | AdministrativeExpensesAmt |
| End Year Balance | $4,163,331 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,456,624 | BeginningYearBalanceAmt |
| Contributions | $1,165,640 | ContributionsAmt |
| Investment Earnings Or Losses | -$161,933 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $245,700 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $44,297 | AdministrativeExpensesAmt |
| End Year Balance | $3,170,334 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,004,386 | BeginningYearBalanceAmt |
| Contributions | $361,514 | ContributionsAmt |
| Investment Earnings Or Losses | $308,640 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $68,531 | GrantsOrScholarshipsAmt |
| Other Expenditures | $110,496 | OtherExpendituresAmt |
| Administrative Expenses | $38,889 | AdministrativeExpensesAmt |
| End Year Balance | $2,456,624 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,147 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,147 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,923 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,589 | DepreciationAmt |
| Book Value | $1,334 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,334 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY ENDOWMENT FUNDS | Desc |
| Amt | $4,386,943 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,386,943 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HAS BEEN GRANTED TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND WISCONSIN STATUTE. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE AND CHARITABLE CONTRIBUTIONS BY DONORS ARE TAX DEDUCTIBLE. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2021. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (53 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| CHIPPEWA VALLEY RAILROAD FOUNDATION | |||||||||
| 811 CARSON PARK DRIVE | EAU CLAIRE | WI | 54703 | 821812545 | 501(C)(3) | $5,445 | $0 | UNRESTRICTED | |
| PABLO CENTER AT THE CONFLUENCE | |||||||||
| 128 GRAHAM AVE | EAU CLAIRE | WI | 54701 | 455405233 | 501(C)(3) | $5,500 | $0 | OPERATIONAL NEEDS, UNRESTRICTED | |
| THE MASTER SINGERS | |||||||||
| PO BOX 3194 | EAU CLAIRE | WI | 54702 | 391377275 | 501(C)(3) | $5,875 | $0 | UNRESTRICTED | |
| REACH FOUNDATION | |||||||||
| 2205 HEIMSTEAD RD | EAU CLAIRE | WI | 54703 | 721569027 | 501(C)(3) | $6,050 | $0 | OPERATIONAL NEEDS, RENTAL ASSISTANCE | |
| AMERICAN RED CROSS-NORTHWEST WISCONSIN CHAPTER | |||||||||
| 3728 SPOONER AVE | ALTOONA | WI | 54720 | 530196605 | 501(C)(3) | $6,550 | $0 | DISASTER RELIEF, COVID 19 RELIEF, UNRESTRICTED | |
| EAU CLAIRE COMMUNITY PARKS ASSOCIATION | |||||||||
| PO BOX 741 | EAU CLAIRE | WI | 54702 | 237027184 | 501(C)(3) | $6,889 | $0 | CONSTRUCTION/MEMBERSHIPS | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 620646012 | 501(C)(3) | $7,000 | $0 | UNRESTRICTED | |
| PLANNED PARENTHOOD OF WISCONSIN | |||||||||
| 302 N JACKSON ST | MILWAUKEE | WI | 53202 | 390863391 | 501(C)(3) | $7,500 | $0 | UNRESTRICTED | |
| VITERBO UNIVERSITY | |||||||||
| 900 VITERBO DR | LA CROSSE | WI | 54601 | 390978445 | 501(C)(3) | $7,500 | $0 | SCHOLARSHIP | |
| BIG BROTHERS BIG SISTERS 7 RIVERS REGION | |||||||||
| 313 4TH ST S | LA CROSSE | WI | 54601 | 391762460 | 501(C)(3) | $8,000 | $0 | UNRESTRICTED | |
| UW-STEVENS POINT | |||||||||
| 1108 FREMONT ST RM 103 | STEVENS POINT | WI | 54481 | 396098038 | 501(C)(3) | $8,000 | $0 | SCHOLARSHIP | |
| CHIPPEWA VALLEY VETERANS TRIBUTE FOUNDATION | |||||||||
| PO BOX 1422 | EAU CLAIRE | WI | 54702 | 821024867 | 501(C)(3) | $8,000 | $0 | UNRESTRICTED | |
| EAU CLAIRE COUNTY HUMANE ASSOCIATION | |||||||||
| 3900 OLD TOWN HALL RD | EAU CLAIRE | WI | 54701 | 396125537 | 501(C)(3) | $9,315 | $0 | PROJECT NEEDS | |
| CALIFORNIA WOMEN'S MUSIC FESTIVAL | |||||||||
| 4260 N OLIVE AVE | TURLOCK | CA | 95382 | 471361148 | 501(C)(3) | $9,637 | $0 | UNRESTRICTED TO SOUNDGIRLS | |
| FAMILY SUPPORT CENTER | |||||||||
| 403 N HIGH ST | CHIPPEWA FALLS | WI | 54729 | 391403276 | 501(C)(3) | $10,000 | $0 | UNRESTRICTED | |
| EMBRACE SERVICES INC | |||||||||
| 107 LINDOO AVE E | LADYSMITH | WI | 54848 | 391372488 | 501(C)(3) | $10,000 | $0 | UNRESTRICTED | |
| CHIPPEWA YOUTH HOCKEY ASSOCIATION | |||||||||
| 839 1ST AVE | CHIPPEWA FALLS | WI | 54729 | 237338152 | 501(C)(3) | $10,000 | $0 | NEW PERMANENT HEATING SYSTEM, SOUTH RINK | |
| DIOCESE OF LA CROSSE | |||||||||
| STEWARDSHIP AND DEVELOPMENT PO BOX | LA CROSSE | WI | 54602 | 390807229 | 501(C)(3) | $10,000 | $0 | UNRESTRICTED | 4004 |
| LITERACY CHIPPEWA VALLEY | |||||||||
| 510 S FARWELL ST | EAU CLAIRE | WI | 54701 | 391657040 | 501(C)(3) | $11,500 | $0 | FINANCIAL STABILITY, UNRESTRICTED | |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | 390743975 | 501(C)(3) | $12,000 | $0 | UNRESTRICTED | |
| STAND IN THE LIGHT MEMORY CHOIR INC | |||||||||
| PO BOX 1151 | EAU CLAIRE | WI | 54702 | 824192874 | 501(C)(3) | $12,400 | $0 | OPERATIONAL NEEDS | |
| CATHOLIC CHARITIES | |||||||||
| 318 FULTON ST | EAU CLAIRE | WI | 54703 | 530196620 | 501(C)(3) | $13,850 | $0 | STAFFING, RENTAL ASSISTANCE, UNRESTRICTED | |
| FAMILY RESOURCE CENTER | |||||||||
| 4800 GOLF RD STE 450 | EAU CLAIRE | WI | 54701 | 391958904 | 501(C)(3) | $14,370 | $0 | KEEPING FRC STRONG, SUPPORT TRIPLE P INITIATIVE | |
| KATIE FLOWERS ENDOWMENT | |||||||||
| 13450 COUNTY HIGHWAY M | CABLE | WI | 54821 | 391994280 | 501(C)(3) | $15,000 | $0 | LIBRARY EXPANSION PROJECT | |
| TRINITY LUTHERAN CHURCH | |||||||||
| 1314 EAST LEXINGTON BLVD | EAU CLAIRE | WI | 54701 | 390911423 | 501(C)(3) | $15,000 | $0 | UNRESTRICTED | |
| CHIPPEWA VALLEY MUSEUM | |||||||||
| PO BOX 1204 | EAU CLAIRE | WI | 54702 | 396092129 | 501(C)(3) | $15,893 | $0 | OPERATIONAL/PROJECT NEEDS, UNRESTRICTED | |
| CHILDREN'S MUSEUM OF EAU CLAIRE INC | |||||||||
| 220 S BARSTOW ST | EAU CLAIRE | WI | 54701 | 392015286 | 501(C)(3) | $16,500 | $0 | OPERATIONAL NEEDS, UNRESTRICTED | |
| CVTC FOUNDATION INC | |||||||||
| 620 W CLAIREMONT AVENUE | EAU CLAIRE | WI | 54701 | 391233557 | 501(C)(3) | $17,280 | $0 | SCHOLARSHIPS | |
| LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN INC | |||||||||
| 3136 CRAIG RD | EAU CLAIRE | WI | 54701 | 390816846 | 501(C)(3) | $18,000 | $0 | COVID 19 RESPONSE, OPERATIONAL AND PROJECT NEEDS | |
| THE COMMUNITY TABLE | |||||||||
| 320 PUTNAM ST | EAU CLAIRE | WI | 54703 | 391770259 | 501(C)(3) | $18,515 | $0 | EMERGENCY FUND, OPERATIONAL/PROJECT NEEDS | |
| WATDA FOUNDATION | |||||||||
| 150 E GILMAN LEVEL A | MADISON | WI | 53703 | 391719902 | 501(C)(3) | $20,000 | $0 | UNRESTRICTED, SCHOLARSHIPS | |
| EAU CLAIRE CHAMBER ORCHESTRA | |||||||||
| PO BOX 1623 | EAU CLAIRE | WI | 54703 | 391954062 | 501(C)(3) | $20,475 | $0 | UNRESTRICTED | |
| CHIPPEWA VALLEY HEALTH CLINIC INC | |||||||||
| 1030 OAK RIDGE DRIVE | EAU CLAIRE | WI | 54701 | 391840231 | 501(C)(3) | $20,815 | $0 | OPERATIONAL/PROJECT NEEDS, UNRESTRICTED | |
| HSHS SACRED HEART HOSPITAL FOUNDATION | |||||||||
| 900 W CLAIREMONT AVE | EAU CLAIRE | WI | 54701 | 391502353 | 501(C)(3) | $23,500 | $0 | COMPASSIONATE CARE PROGRAM, COVID 19 TESTING | |
| BIG BROTHERS BIG SISTERS OF NORTHWESTERN WISCONSIN | |||||||||
| 424 GALLOWAY ST | EAU CLAIRE | WI | 54703 | 237311200 | 501(C)(3) | $26,860 | $0 | 1-TO-1 MENTORING CONTINUITY, ACTION BUDDIES, UNRESTRICTED | |
| JUNIOR ACHIEVEMENT OF WI INC NORTHWEST DISTRICT | |||||||||
| 2004 HIGHLAND AVENUE SUITE 2C | EAU CLAIRE | WI | 54701 | 390826295 | 501(C)(3) | $30,295 | $0 | JUNIOR ACHIEVEMENT PROGRAM | |
| HOPE GOSPEL MISSION INC | |||||||||
| PO BOX 1127 | EAU CLAIRE | WI | 54702 | 391948605 | 501(C)(3) | $31,345 | $0 | EMERGENCY FUND, UNRESTRICTED | |
| LE PHILLIPS MEMORIAL PUBLIC LIBRARY | |||||||||
| 400 EAU CLAIRE ST | EAU CLAIRE | WI | 54701 | GOVERNMENT | $32,765 | $0 | DISBURSEMENT FROM STORY BUILDER FUND | ||
| AMERICAN BIRKEBEINER SKI FOUNDATION INC | |||||||||
| PO BOX 911 | HAYWARD | WI | 54843 | 391503175 | 501(C)(3) | $37,880 | $0 | UNRESTRICTED | |
| BETTENDORF COMMUNITY SCHOOL DISTRICT | |||||||||
| 3311 18TH ST | BETTENDORF | IA | 52722 | 421251037 | 501(C)(3) | $39,097 | $0 | BEYOND THE BELLS AFTER SCHOOL PROGRAM | |
| EAU CLAIRE CHILDREN'S THEATRE | |||||||||
| 1814 N OXFORD AVE | EAU CLAIRE | WI | 54703 | 391647415 | 501(C)(3) | $39,265 | $0 | OPERATIONAL NEEDS, COMPUTER UPGRADE | |
| UW-EAU CLAIRE FOUNDATION | |||||||||
| 105 GARFIELD AVE | EAU CLAIRE | WI | 54702 | 390972350 | 501(C)(3) | $41,400 | $0 | SCHOLARSHIPS, UNRESTRICTED | |
| BOYS & GIRLS CLUB GREATER CHIPPEWA VALLEY - MARY MARKQUART CENTER | |||||||||
| 1005 OXFORD AVE | EAU CLAIRE | WI | 54703 | 392032491 | 501(C)(3) | $45,895 | $0 | OPERATIONAL/PROJECT NEEDS, STEAM AND POSITIVE BEHAVIOR PROGRAMMING, UNRESTRICTED | |
| LANDMARK CONSERVANCY | |||||||||
| 500 MAIN ST E 307 | MENOMONIE | WI | 54751 | 391872550 | 501(C)(3) | $50,000 | $0 | UNRESTRICTED | |
| ST MARY'S ASSUMPTION PARISH | |||||||||
| PO BOX 188 | DURAND | WI | 54736 | 390807239 | 501(C)(3) | $60,000 | $0 | UNRESTRICTED | |
| FEED MY PEOPLE FOOD BANK | |||||||||
| 2610 ALPINE RD | EAU CLAIRE | WI | 54703 | 361488941 | 501(C)(3) | $60,150 | $0 | PROJECT NEEDS, UNRESTRICTED | |
| COURTE OREILLES LAKES ASSOCIATION (COLA) | |||||||||
| PO BOX 702 | HAYWARD | WI | 54843 | 391829932 | 501(C)(3) | $76,078 | $0 | UNRESTRICTED | |
| SCHOOL DISTRICT OF LOYAL | |||||||||
| 514 W CENTRAL ST | LOYAL | WI | 54446 | 396003152 | 501(C)(3) | $95,875 | $0 | FINANCIAL LITERACY PROGRAM | |
| FALL CREEK AREA FOUNDATION | |||||||||
| PO BOX 412 | FALL CREEK | WI | 54742 | 396522293 | 501(C)(3) | $100,000 | $0 | SCHOLARSHIPS | |
| CHIPPEWA VALLEY COUNCIL BOY SCOUTS OF AMERICA | |||||||||
| 710 S HASTINGS WAY | EAU CLAIRE | WI | 54701 | 390807227 | 501(C)(3) | $116,054 | $0 | MEMBERSHIP ASSISTANCE, UNRESTRICTED | |
| YMCA OF THE CHIPPEWA VALLEY | |||||||||
| 700 GRAHAM AVENUE | EAU CLAIRE | WI | 54701 | 390806351 | 501(C)(3) | $168,177 | $0 | CAPITAL CAMPAIGN, OPERATIONAL/PROJECT NEEDS UNRESTRICTED | |
| HAYWARD LIBRARY FOUNDATION LTD | |||||||||
| 10788 WI-27 77 | HAYWARD | WI | 54843 | 453208909 | 501(C)(3) | $181,226 | $0 | UNRESTRICTED | |
| EAU CLAIRE CONFLUENCE ARTS INC | |||||||||
| PO BOX 617 | EAU CLAIRE | WI | 54702 | 471799805 | 501(C)(3) | $255,000 | $0 | CONFLUENCE BUILDING COSTS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 52 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH GRANTEE IS REQUIRED TO SUBMIT A GRANT REPORT WITHIN ONE YEAR DESCRIBING HOW THE GRANT WAS USED. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,086,286 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | SECURITIES FROM 18 DONORS: AAAZX 162 SHARES ACIIX 75 SHARES AJG 850 SHARES ALL 25 SHARES AMAT 67 SHARES AMBFX 75.45 SHARES AMGN 4 SHARES BAX 14 SHARES BHYIX 60 SHARES BRK'B 85 SHARES CASH 2705.64 SHARES CAT 34 SHARES CNI 293 SHARES CSX 129 SHARES DFCEX 1528.64 SHARES DISVX 2302.94 SHARES DTMIX 3864.03 SHARES DTMMX 1862.93 SHARES DTMVX 1566.41 SHARES EGFIX 17 SHARES FMIQX 39 SHARES FRGXX 1429.08 SHARES FXH 58 SHARES HASCX 10 SHARES IWD 18 SHARES IWF 30 SHARES IWM 2 SHARES IWR 23 SHARES JCVIX 32 SHARES JENIX 167.556 SHARES JFLEX 136.11 SHARES JHBIX 255.31 SHARES JNJ 10 SHARES LOW 94 SHARES LSGRX 37 SHARES MAHQX 342.7 SHARES MIEIX 21 SHARES MSFT 357 SHARES MWTIX 388.33 SHARES NMVLX 23 SHARES NVDA 67 SHARES OANIX 12 SHARES PCBIX 19 SHARES PFPMX 13 SHARES PM 29 SHARES PRTMX 59 SHARES PRUFX 8 SHARES QFVIX 11 SHARES RPTIX 119.244 SHARES SAFT 400 SHARES SWPPX 2303.39 SHARES VEA 31 SHARES VFIAX 13.8 SHARES VMLUX 46 SHARES VSGAX 381.87 SHARES VWILX 466.8 SHARES WATFX 319.22 SHARES WCMIX 17 SHARES WMFFX 89.29 SHARES | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE COMPLETED FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES IN ADVANCE OF THEIR MONTHLY BOARD MEETING FOR PERSONAL REVIEW BY BOARD MEMBERS, THEN AS PART OF THE AGENDA THE EXECUTIVE DIRECTOR/TREASURER REVIEWS THE RETURN WITH BOARD MEMBERS FOR BOARD APPROVAL PRIOR TO FILING THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS TO HAVE THE BOARD OR COMMITTEE MEMBERS WHO MAY HAVE A CONFLICT OF INTEREST IN AN ITEM OF ACTION PUT TO VOTE TO ABSTAIN FROM THAT VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE OPERATIONS COMMITTEE UPON REVIEW OF SALARY SURVEY, PERFORMANCE APPRAISAL, AND CASH FLOW ANALYSIS MAKES A RECOMMENDATION TO THE BOARD OF TRUSTEES FOR APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF CASH SURRENDER VALUE OF LIFE INSURANCE -1,048. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAU CLAIRE PUBLIC SCHOOLS FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAIN ST | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261877961 | EIN |
| Primary Activities | GRANTS TO SCHOOLS AND DISTRICT PROGRAMS | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAU CLAIRE COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments