2022-11-11T16:19:31-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 200 EAST WASHINGTON STREET PO BOX 1739 APPLETON WI 54912 990 2021-07-01 203096562 WOMEN'S FUND FOR THE FOX VALLEY REGION INC WOME 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 LISA JERMAIN PRESIDENT 9208301290 2022-11-07 1 LISA JERMAIN 999009999 MICHAEL VANDENHOGEN P00499282 9207318111 2022-11-07 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JULIE KELLER 4455 W LAWRENCE ST APPLETON WI 54914 936165 0 X WWW.WOMENSFUNDFVR.ORG X 2005 WI INVEST IN WOMEN AND GIRLS THROUGH GRANTS, ADVOCACY, AND EDUCATION. 13 13 0 60 0 0 528611 483168 0 0 199637 74698 37316 3925 765564 561791 139839 57489 0 0 190461 98186 0 0 8145 51219 24615 381519 180290 384045 381501 3125460 3455805 28548 8840 3096912 3446965 X TO PROMOTE THE ADVANCEMENT OF WOMEN AND GIRLS IN OUR COMMUNITY - REFLECTING OUR VISION OF A COMMUNITY OF EQUALITY WHERE POWER AND OPPORTUNITY ARE NOT LIMITED BY GENDER. 0 0 150816 57489 0 THE 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. 150816 1 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 2 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 WI X KELLY TANCK 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 AMY PRICE SECRETARY/TREASURER AND DIRECTOR 0.50 X X 0 0 0 AMY VAN STRATEN DIRECTOR 0.50 X 0 0 0 JENNIFER HAAS DIRECTOR 0.50 X 0 0 0 KIM WETZEL PRESIDENT AND DIRECTOR 0.50 X X 0 0 0 LISA JERMAIN PRESIDENT-ELECT AND DIRECTOR 0.50 X 0 0 0 LORA ZIMMER DIRECTOR 0.50 X 0 0 0 SARAH PAULSON DIRECTOR 0.50 X 0 0 0 JESSICA BROWN DIRECTOR 0.50 X 0 0 0 MICHELLE DEJNO DIRECTOR 0.50 X 0 0 0 ADRIENNE HARTMAN DIRECTOR 0.50 X 0 0 0 SARAH JANSEN DIRECTOR 0.50 X 0 0 0 REBECCCA KELLNER DIRECTOR 0.50 X 0 0 0 CARMIN SOK DIRECTOR 0.50 X 0 0 0 JULIE KELLER EXECUTIVE DIRECTOR 40.00 X 0 87495 2625 0 87495 2625 0 0 0 0 COMMUNITY FOUNDATION FOR THE FOX VALLEY 4455 W LAWRENCE ST APPLETON WI 54914 LEASED EMPLOYEES AND ADMINISTRATIVE FEES 216077 1 123700 48250 311218 104285 483168 12869 12869 419940 358111 61829 61829 61829 20188 123700 16263 3925 3925 561791 0 0 78623 57489 57489 45834 39417 2750 3667 51092 43939 3066 4087 1260 1084 75 101 12124 6062 6062 2650 2650 4437 4437 2091 2091 28 28 2185 1880 131 174 777 668 47 62 10 8 1 1 EDUCATION & TRAINING 313 269 19 25 180290 150816 21329 8145 200 200 16666 162096 0 0 0 0 946296 1093988 2162298 2199521 3125460 3455805 7904 8600 2144 240 18500 0 28548 8840 X 3080246 3284869 16666 162096 3096912 3446965 3125460 3455805 381501 -31448 0 X 0 1 X 1 0 X X 1 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 391548450 8 1 12124 0 1 12124 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27 39 122785 309991 47946 48151 752778 2694187 1 1 0 EQUITIES 1377027 F FIXED INCOME 354199 F HEDGE FUNDS 128671 F VENTURE CAPITAL 333350 F REAL ESTATE 6274 F 2199521 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 241324 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 1499 0 0 0 0 0 0 242823 0 242823 0 0 1 1 1 0 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: 2021 VIRTUAL LUNCHEON 143888 123700 20188 7550 3000 5713 143888 123700 20188 7550 3000 5713 16263 3925 1 THEDACARE FAMILY OF FOUNDATIONS 1818 N MEADE ST APPLETON WI 54911 464112255 501(C)3 7490 0 PUBLIC FOUNDATIONS APRICITY 1010 STROHMEYER DR NEENAH WI 549561980 391229161 501(C)3 15500 0 ADDICTION RECOVERY SUPPORT BEAMING INC PO BOX 524 NEENAH WI 549570524 201797140 501(C)3 15300 0 EQUINE-ASSISTED SERVICES 3 PART I, LINE 2: GRANT RECIPIENTS ARE EXPECTED TO ABIDE BY THE TERMS AND CONDITIONS SET FORTH IN OUR GRANT APPLICATION AND GRANT AGREEMENT, INCLUDING SUBMISSION OF PROGRESS OR FINAL REPORTS AS DEEMED APPROPRIATE BY INDIVIDUAL GRANTMAKING COMMITTEES. ELIGIBILITY FOR FUTURE FUNDING IS CONTINGENT UPON CHARITABLE ORGANIZATIONS MEETING THESE TERMS AND CONDITIONS. X 2 104285 FMV ON DONATION DATE 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS CONSIST OF TWO CLASSES: APPOINTED DIRECTORS AND ELECTED DIRECTORS. THE NUMBER OF APPOINTED DIRECTORS SHALL AT ALL TIMES BE AT LEAST ONE MORE THAN THE NUMBER OF ELECTED DIRECTORS. THE APPOINTED DIRECTORS ARE APPOINTED BY THE BOARD OF DIRECTORS OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. OR DULY -AUTHORIZED COMMITTEE OF THE COMMUNITY FOUNDATION. THE COMMUNITY FOUNDATION IS THE SUPPORTED ORGANIZATION OF THE WOMEN'S FUND FOR THE FOX VALLEY REGION, INC. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO SUBMISSION OF THE 990 TO THE IRS THE AUDIT COMMITTEE REVIEWS THE 990 AND PROVIDES THE BOARD WITH A COMPLETED COPY OF THE 990 VIA EMAIL. THE BOARD TREASURER PRESENTS A REPORT TO THE BOARD AT ITS NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE DIRECTORS OF THE FOUNDATION ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT DESCRIBING THEIR RELATIONSHIPS AND THEIR FAMILY RELATIONSHIPS WITH OTHER ENTITIES DOING BUSINESS WITH THE FOUNDATION AND ALL RELATED ORGANIZATIONS. WHEN THE BOARD CONSIDERS A GRANT FOR APPROVAL, A DIRECTOR SHALL BE DEEMED TO HAVE ABSTAINED AS TO THAT PORTION OF THE GRANT REQUEST WHICH AFFECTS ANY ENTITY NOTED ON THAT DIRECTOR'S CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE DIRECTOR COMPENSATION WILL BE DECIDED ANNUALLY IN THE FALL, AFTER A REVIEW BY A SUB-COMMITTEE OF THE BOARD OF DIRECTORS, AND WILL USE COMPARABILITY DATA IN MAKING ANY COMPENSATION ADJUSTMENTS AND DOCUMENT THE PROCESS USED IN DETERMINING COMPENSATION. EXECUTIVE DIRECTOR COMPENSATION IS APPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE FOLLOWING DOCUMENTS ARE AVAILABLE ON THE WOMEN'S FUND WEBSITE AT WWW.WOMENSFUNDFVR.ORG. ANNUAL REPORT COMPETITIVE GRANT GUIDELINES AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. AND SUPPORTING ORGANIZATION, WHICH INCLUDES THE WOMEN'S FUND FOR THE FOX VALLEY REGION, INC. COPIES OF THE FOLLOWING DOCUMENTS CAN BE OBTAINED BY CONTACTING: EXECUTIVE DIRECTOR WOMEN'S FUND FOR THE FOX VALLEY REGION, INC. 4455 W. LAWRENCE ST. APPLETON, WI 54914 (920) 830-1290 APPLICATION FOR RECOGNITION OF EXEMPTION UNDER SECTION 501(C)(3) (FORM 1023) IRS DETERMINATION LETTER ARTICLES AND BY-LAWS CONFLICT OF INTEREST POLICY PART V, LINE 2A WOMEN'S FUND LEASES ALL OF ITS EMPLOYEES FROM THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. PAYROLL AND BENEFITS ARE HANDLED ADMINISTRATIVELY THROUGH THE COMMUNITY FOUNDATION AND BILLED BACK TO THE WOMEN'S FUND FOR THE ACTUAL WAGES AND BENEFITS PAID. COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 4455 W LAWRENCE ST APPLETON WI 54914 391548450 SERVE A RANGE OF PHILANTROPICAL INTEREST BENEFITING THE FV AREA WI 501(C)(3) 8 N/A 0 MIELKE FAMILY FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 396074258 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 DOUG & CARLA SALMON FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 820566250 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 APPLETON EDUCATION FOUNDATION INC 122 E COLLEGE AVE SUITE 1-B APPLETON WI 54911 391866090 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 THE WILLIAM J AND BARBARA A SCHMIDT FAMILY FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 391869271 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 COMMUNITY REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 200875816 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 ROBERT AND PATRICIA ENDRIES FAMILY FOUNDATION LTD 4455 W LAWRENCE ST APPLETON WI 54914 203896774 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 THE BOLDT FAMILY FUND INC 4455 W LAWRENCE ST APPLETON WI 54914 812176525 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0