WOMENS FUND FOR THE FOX VALLEY REGION INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WOMENS FUND FOR THE FOX VALLEY REGION INC (EIN 20-3096562)
Tax period
2021-07-01 to 2021-12-31
Filed
2022-11-11
IRS object ID
202243159349307024
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

FieldValueIRS element (for citing)
Return2022-11-11T16:19:31-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 EAST WASHINGTON STREET PO BOXAddressLine1Txt
Address Line21739AddressLine2Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54912ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203096562EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WOMEN'S FUND FOR THE FOX VALLEY REGIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWOMEBusinessNameControlTxt
Phone9208301290PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14455 W LAWRENCE STAddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54914ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA JERMAINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9208301290PhoneNum
Signature2022-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLISAPersonFirstNm
Person LastJERMAINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL VANDENHOGENPreparerPersonNm
PTINP00499282PTIN
Phone9207318111PhoneNum
Preparation2022-11-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJULIE KELLERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14455 W LAWRENCE STAddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54914ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$936,165GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WOMENSFUNDFVR.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2005FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionINVEST IN WOMEN AND GIRLS THROUGH GRANTS, ADVOCACY, AND EDUCATION.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers60TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$528,611PYContributionsGrantsAmt
CY Contributions Grants$483,168CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$199,637PYInvestmentIncomeAmt
CY Investment Income$74,698CYInvestmentIncomeAmt
PY Other Revenue$37,316PYOtherRevenueAmt
CY Other Revenue$3,925CYOtherRevenueAmt
PY Total Revenue$765,564PYTotalRevenueAmt
CY Total Revenue$561,791CYTotalRevenueAmt
PY Grants And Similar Paid$139,839PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$57,489CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$190,461PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$98,186CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$8,145CYTotalFundraisingExpenseAmt
PY Other Expenses$51,219PYOtherExpensesAmt
CY Other Expenses$24,615CYOtherExpensesAmt
PY Total Expenses$381,519PYTotalExpensesAmt
CY Total Expenses$180,290CYTotalExpensesAmt
PY Revenues Less Expenses$384,045PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$381,501CYRevenuesLessExpensesAmt
Total Assets BOY$3,125,460TotalAssetsBOYAmt
Total Assets EOY$3,455,805TotalAssetsEOYAmt
Total Liabilities BOY$28,548TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,840TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,096,912NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,446,965NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$150,816ExpenseAmt
Grant$57,489GrantAmt
Revenue$0RevenueAmt
DescTHE WOMEN'S FUND FOR THE FOX VALLEY REGION PROVIDED 52 GRANTS TO 25 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.THE WOMEN'S FUND HELD ITS 21ST ANNUAL AND 2ND VIRTUAL LUNCHEON IN SEPTEMBER 2021 FEATURING KEYNOTE SPEAKER DR. SCHARMAINE LAWSON. DR. LAWSON IS A NATIONAL RECOGNIZED, AWARD-WINNER NURSE PRACTITIONER, BUSINESS OWNER SPEAKER AND AUTHOR. DURING THIS PERIOD THE WOMEN'S FUND DID MANY PRESENTATIONS TO HIGHLIGHT THE FINDINGS OF THE SURVEY ON THE IMPACT OF THE COVID-19 PANDEMIC ON WOMEN IN NORTHEAST WISCONSIN, RAISING AWARENESS AND HIGHLIGHTING ACTIONS THAT CAN BE TAKEN TO ADDRESS THE CHALLENGES.Desc
Total Program Service Expenses$150,816TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KELLY TANCKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9208301290PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14455 W LAWRENCE STAddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54914ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
AMY PRICE
SECRETARY/TREASURER AND DIRECTOR0.50Yes (X)Yes (X)$0$0$0
AMY VAN STRATEN
DIRECTOR0.50Yes (X)$0$0$0
JENNIFER HAAS
DIRECTOR0.50Yes (X)$0$0$0
KIM WETZEL
PRESIDENT AND DIRECTOR0.50Yes (X)Yes (X)$0$0$0
LISA JERMAIN
PRESIDENT-ELECT AND DIRECTOR0.50Yes (X)$0$0$0
LORA ZIMMER
DIRECTOR0.50Yes (X)$0$0$0
SARAH PAULSON
DIRECTOR0.50Yes (X)$0$0$0
JESSICA BROWN
DIRECTOR0.50Yes (X)$0$0$0
MICHELLE DEJNO
DIRECTOR0.50Yes (X)$0$0$0
ADRIENNE HARTMAN
DIRECTOR0.50Yes (X)$0$0$0
SARAH JANSEN
DIRECTOR0.50Yes (X)$0$0$0
REBECCCA KELLNER
DIRECTOR0.50Yes (X)$0$0$0
CARMIN SOK
DIRECTOR0.50Yes (X)$0$0$0
JULIE KELLER
EXECUTIVE DIRECTOR40.00Yes (X)$0$87,495$2,625
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$87,495TotReportableCompRltdOrgAmt
Total Other Compensation$2,625TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION FOR THE FOX VALLEYBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line14455 W LAWRENCE STAddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54914ZIPCd
FieldValueIRS element (for citing)
ServicesLEASED EMPLOYEES AND ADMINISTRATIVE FEESServicesDesc
Compensation$216,077CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Fundraising$123,700FundraisingAmt
Related Organizations$48,250RelatedOrganizationsAmt
All Other Contributions$311,218AllOtherContributionsAmt
Noncash Contributions$104,285NoncashContributionsAmt
Total Contributions$483,168TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,869TotalRevenueColumnAmt
Exclusion$12,869ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$419,940SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$358,111SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$61,829SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$61,829TotalRevenueColumnAmt
Exclusion$61,829ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$20,188FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$123,700ContriRptFundraisingEventAmt
Fundraising Direct Expenses$16,263FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,925TotalRevenueColumnAmt
Exclusion$3,925ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$561,791TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$78,623ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$57,489TotalAmt
Program Services$57,489ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$45,834TotalAmt
Program Services$39,417ProgramServicesAmt
Management And General$2,750ManagementAndGeneralAmt
Fundraising$3,667FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$51,092TotalAmt
Program Services$43,939ProgramServicesAmt
Management And General$3,066ManagementAndGeneralAmt
Fundraising$4,087FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,260TotalAmt
Program Services$1,084ProgramServicesAmt
Management And General$75ManagementAndGeneralAmt
Fundraising$101FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$12,124TotalAmt
Program Services$6,062ProgramServicesAmt
Management And General$6,062ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,650TotalAmt
Management And General$2,650ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,437TotalAmt
Management And General$4,437ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,091TotalAmt
Management And General$2,091ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$28TotalAmt
Fundraising$28FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,185TotalAmt
Program Services$1,880ProgramServicesAmt
Management And General$131ManagementAndGeneralAmt
Fundraising$174FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$777TotalAmt
Program Services$668ProgramServicesAmt
Management And General$47ManagementAndGeneralAmt
Fundraising$62FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$10TotalAmt
Program Services$8ProgramServicesAmt
Management And General$1ManagementAndGeneralAmt
Fundraising$1FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescEDUCATION & TRAININGDesc
Total$313TotalAmt
Program Services$269ProgramServicesAmt
Management And General$19ManagementAndGeneralAmt
Fundraising$25FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$180,290TotalAmt
Program Services$150,816ProgramServicesAmt
Management And General$21,329ManagementAndGeneralAmt
Fundraising$8,145FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$200BOYAmt
EOY$200EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$16,666BOYAmt
EOY$162,096EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$946,296BOYAmt
EOY$1,093,988EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,162,298BOYAmt
EOY$2,199,521EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,125,460BOYAmt
EOY$3,455,805EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,904BOYAmt
EOY$8,600EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$2,144BOYAmt
EOY$240EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$18,500BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$28,548BOYAmt
EOY$8,840EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,080,246BOYAmt
EOY$3,284,869EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,666BOYAmt
EOY$162,096EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,096,912BOYAmt
EOY$3,446,965EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,125,460BOYAmt
EOY$3,455,805EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$381,501ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$31,448NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN391548450EIN
Organization Type8OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$12,124SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$12,124SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held27DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held39FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$122,785DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$309,991FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$47,946DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$48,151FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$752,778DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$2,694,187FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
EQUITIES$1,377,027F
FIXED INCOME$354,199F
HEDGE FUNDS$128,671F
VENTURE CAPITAL$333,350F
REAL ESTATE$6,274F
FieldValueIRS element (for citing)
Total Book Value Securities$2,199,521TotalBookValueSecuritiesAmt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$241,324
EUROPE (INCLUDING ICELAND & GREENLAND)00INVESTMENTS$1,499
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$242,823SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$242,823TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3:COLUMN F INCLUDES $242,823 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:

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event12021 VIRTUAL LUNCHEONEvent1Nm
Gross Receipts Event1$143,888GrossReceiptsEvent1Amt
Charitable Contri Event1$123,700CharitableContriEvent1Amt
Gross Revenue Event1$20,188GrossRevenueEvent1Amt
Rent Facility Costs Event1$7,550RentFacilityCostsEvent1Amt
Entertainment Event1$3,000EntertainmentEvent1Amt
Other Direct Expenses Event1$5,713OtherDirectExpensesEvent1Amt
Gross Receipts Total$143,888GrossReceiptsTotalAmt
Charitable Contributions Tot$123,700CharitableContributionsTotAmt
Gross Revenue Total Events$20,188GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$7,550RentFcltyCostsTotalEventsAmt
Entertainment Total Events$3,000EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$5,713OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$16,263DirectExpenseSummaryEventsAmt
Net Income Summary$3,925NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
THEDACARE FAMILY OF FOUNDATIONS
1818 N MEADE STAPPLETONWI54911464112255501(C)3$7,490$0PUBLIC FOUNDATIONS
APRICITY
1010 STROHMEYER DRNEENAHWI549561980391229161501(C)3$15,500$0ADDICTION RECOVERY SUPPORT
BEAMING INC
PO BOX 524NEENAHWI549570524201797140501(C)3$15,300$0EQUINE-ASSISTED SERVICES
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANT 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.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$104,285NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV ON DONATION DATEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE 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 8BTHE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BPRIOR 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 12CON 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 15AEXECUTIVE 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 19THE 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 2AWOMEN'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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC
4455 W LAWRENCE STAPPLETONWI54914391548450SERVE A RANGE OF PHILANTROPICAL INTEREST BENEFITING THE FV AREAWI501(C)(3)8N/A0
MIELKE FAMILY FOUNDATION INC
4455 W LAWRENCE STAPPLETONWI54914396074258SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)12-10CFFVR INC
DOUG & CARLA SALMON FOUNDATION INC
4455 W LAWRENCE STAPPLETONWI54914820566250SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)12-10CFFVR INC
APPLETON EDUCATION FOUNDATION INC
122 E COLLEGE AVE SUITE 1-BAPPLETONWI54911391866090SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)12-10CFFVR INC
THE WILLIAM J AND BARBARA A SCHMIDT FAMILY FOUNDATION INC
4455 W LAWRENCE STAPPLETONWI54914391869271SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)12-10CFFVR INC
COMMUNITY REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC
4455 W LAWRENCE STAPPLETONWI54914200875816SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)12-10CFFVR INC
ROBERT AND PATRICIA ENDRIES FAMILY FOUNDATION LTD
4455 W LAWRENCE STAPPLETONWI54914203896774SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)12-10CFFVR INC
THE BOLDT FAMILY FUND INC
4455 W LAWRENCE STAPPLETONWI54914812176525SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)12-10CFFVR INC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.