2021-02-16T15:28:31-06:00 2020-06-30 410746749 CLIFTONLARSONALLEN LLP 200 EAST WASHINGTON STREET PO BOX 1739 APPLETON WI 54912 990 2019-07-01 203096562 WOMEN'S FUND FOR THE FOX VALLEY REGION INC WOME 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 KIM WETZEL BOARD PRESIDENT 9208301290 2021-02-12 1 MICHAEL VANDENHOGEN P00499282 9207318111 2021-02-12 2019 2022-09-23 18:48:47Z JULIE KELLER 4455 W LAWRENCE ST APPLETON WI 54914 2373627 0 X WWW.WOMENSFUNDFVR.ORG X 2005 WI INVEST IN WOMEN AND GIRLS THROUGH GRANTS, ADVOCACY, AND EDUCATION. 11 11 0 60 0 0 312399 276282 0 0 79043 146 36111 25107 427553 301535 156829 182954 0 0 166045 179210 0 0 15654 55244 57560 378118 419724 49435 -118189 2443623 2310401 14982 33413 2428641 2276988 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 360422 182954 THE WOMEN'S FUND FOR THE FOX VALLEY REGION PROVIDED 66 GRANTS TO 31 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 STARTING POINT 2.0 WHICH USES A TWO-GENERATION APPROACH TO HELP YOUNG SINGLE MOTHERS AND THEIR CHILDREN CREATE A NEW AND BRIGHTER VISION OF THEIR FUTURE AS WELL AS A COMPANION PROGRAM, EMPOWHER, WHICH IS FOR YOUNG WOMEN WITHOUT CHILDREN. GRANT MAKING INCLUDED A NINTH YEAR OF OUR SUCCESSFUL GIRLS' GRANTMAKING PROJECT WHICH ENGAGES HIGH SCHOOL AGE GIRLS IN A LEADERSHIP AND PHILANTHROPY EDUCATION EXPERIENCE. WE ALSO CONTINUED OUR COMMUNITY EDUCATION EFFORTS BY HOLDING A PANEL DISCUSSION ABOUT LOCAL WOMEN ENTREPRENEURS. THE PANEL PRECEDED OUR 19TH ANNUAL LUNCHEON EVENT WHICH FEATURED KEYNOTE SPEAKER, HANNAH DAVIS, FOUNDER AND CEO OF BANGS SHOES, A SOCIAL IMPACT FOOTWEAR COMPANY WHICH DONATES 20% OF ITS NET PROFITS TO ENTREPRENEURS TO START THEIR OWN BUSINESSES. IN MARCH, WE HELD OUR FIFTH ANNUAL WOMEN'S PHILANTHROPY FORUM ("PHILANTHROPY MATTERS") TO INSPIRE WOMEN ABOUT HOW THEY CAN FIND THEIR PASSION AND PHILANTHROPIC INTERESTS. WE ESTIMATE OVER 3,500 FOX VALLEY WOMEN AND GIRLS WILL BENEFIT FROM OUR FY20 GRANTS AND PROGRAMS AN LEARN ABOUT THE NEEDS OF WOMEN AND GIRLS IN THE FOX VALLEY AND HOW THEY CAN MAKE AN IMPACT THROUGH PHILANTHROPY. 360422 1 1 0 0 0 1 0 0 0 0 1 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 4 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X STEVE VELDHORST 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 GINA VANDEN HEUVEL DIRECTOR 0.50 X 0 0 0 LORI HOERSCH DIRECTOR 0.50 X 0 0 0 AMY VAN STRATEN PRESIDENT AND DIRECTOR 0.50 X X 0 0 0 JANELLE FUHRMANN DIRECTOR 0.50 X 0 0 0 IRENE STROHBEEN DIRECTOR 0.50 X 0 0 0 JENNIFER HAAS DIRECTOR 0.50 X 0 0 0 KIM WETZEL DIRECTOR 0.50 X 0 0 0 AMY PRICE SECRETARY/TREASURER AND DI 0.50 X X 0 0 0 LISA JERMAIN 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 JULIE KELLER EXECUTIVE DIRECTOR 40.00 X 0 75249 0 0 75249 0 0 0 0 0 COMMUNITY FOUNDATION FOR THE FOX VALLEY 4455 W LAWRENCE ST APPLETON WI 54914 LEASED EMPLOYEES AND ADMINISTRATIVE FEES 187355 1 142486 62120 71676 37881 276282 38776 38776 2003114 2041744 -38630 -38630 -38630 43915 142486 30348 13567 13567 11540 0 11540 11540 301535 0 0 25253 182954 182954 85788 73778 5147 6863 91023 78279 5462 7282 2399 2063 144 192 20678 10339 10339 5450 5450 8983 8983 7236 7236 4940 4274 286 380 2348 2019 141 188 1708 1486 95 127 1780 1531 107 142 EDUCATION & TRAINING 4301 3699 258 344 136 136 419724 360422 43648 15654 200 200 10500 1500 5960 5960 0 0 1359049 868092 1073874 1440609 2443623 2310401 3317 4763 11665 28650 14982 33413 X 2418141 2275488 10500 1500 2428641 2276988 2443623 2310401 -118189 -33464 0 X 0 1 X 1 0 X X 1 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 391548450 8 1 20678 0 1 20678 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 36 21 36984 115138 11204 127454 563560 661550 1 1 5960 5960 0 0 EQUITIES 698266 F FIXED INCOME 339259 F HEDGE FUNDS 258264 F VENTURE CAPITAL 139715 F REAL ESTATE 5105 F 1440609 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 258378 0 0 0 0 0 0 258378 0 258378 0 0 1 1 1 0 PART I, LINE 3: COLUMN F INCLUDES $258,378 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: LUNCHEON 2019 186346 142485 43861 448 1562 16722 2414 6810 186346 142485 43861 448 1562 16722 2414 6810 27956 15905 1 FOX VALLEY LITERACY COUNCIL INC 130 E FRANKLIN ST APPLETON WI 54911 391682277 501(C)3 10000 ELL PROGRAM FOR WOMEN IN CLINTONVILLE TO PAVE A PATH TO EQUITABLE OPPORTUNITIES FOR LATINA WOMEN AND GIRLS LIVING IN CLINTONVILLE. FOX VALLEY TECHNICAL COLLEGE FOUNDATION PO BOX 2277 APPLETON WI 54912 391264389 501(C)3 85120 TWO-GENERATIONAL PROGRAMING TO REMOVE BARRIERS TO POST-SECONDARY EDUCATION FOR YOUNG MOTHERS AND IMPROVE SCHOOL READINESS FOR THEIR CHILDREN, AND A PROGRAM TO REMOVE BARRIERS TO SUCCESS FOR LOW-INCOME WOMEN IN THEIR FIRST YEAR OF ENROLLMENT. ALSO TUITION ASSISTANCE FOR ONE WOMAN. LEAVEN 1475 OPPORTUNITY WAY MENASHA WI 54952 391572168 501(C)3 5120 SUSTAINABLE FUTURES PROGRAM TO PROVIDE MORE EXTENSIVE OR MORE FREQUENT FINANCIAL ASSISTANCE TO WOMEN WHO ARE ACTIVELY WORKING TO TRANSITION FROM CRISIS MANAGEMENT TO SELF-SUFFICIENCY. THIS STABILITY WILL ALLOW THE WOMEN TO THINK BEYOND THEIR IMMEDIATE CRISIS AND WORK TOWARDS A BETTER FUTURE. ALSO TRANSPORTAION ASSISTANCE FOR A BREAST CANCER PATIENT. LIFE TOOLS FOUNDATION INC 105 OAKRIDGE CT COMBINED LOCKS WI 54113 811074848 501(C)3 10000 SHOULDERS TO STAND ON PROGRAM TO ASSIST ECONOMICALLY DISADVANTAGED HIGH SCHOOL GIRLS IN THE NEENAH AND MENASHA AREA TO OVERCOME BARRIERS TO PURSUING THEIR DREAMS OF POST-SECONDARY EDUCATION. PREVENT SUICIDE FOX CITIES INC 211 E FRANKLIN ST STE F APPLETON WI 54911 272421164 501(C)3 6000 STRONGER TOGETHER PROGRAM PROVIDES MOTHERS AND DAUGHTERS WITH THE TOOLS TO OPENLY DISCUSS MENTAL HEALTH CONCERNS AND HIGHLIGHTS THE IMPORTANCE OF HAVING A TRUSTED FEMALE ROLE MODEL AND QPR TRAINING. SOAR FOX CITIES INC 211 E FRANKLIN ST STE A APPLETON WI 54911 753202931 501(C)3 10000 HEALTH EDUCATION AND VIOLENCE PREVENTION FOR WOMEN WITH DISABILITIES. THEDACARE FAMILY OF FOUNDATIONS 1818 N MEADE ST APPLETON WI 54911 464112255 501(C)3 10060 TRANSPORTATION ASSISTANCE FOR BREAST CANCER PATIENTS 7 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 6 37881 FMV ON DONATION DATE 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. 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 B, LINE 11B PRIOR TO SUBMISSION OF THE 990 TO THE IRS THE AUDIT COMMITTEE REVIEWS THE 990 AND PRESENTS A REPORT TO THE BOARD. THE BOARD IS PROVIDED WITH A COMPLETE COPY OF THE 990 VIA EMAIL. 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 MYRA M AND ROBERT L VANDEHEY FOUNDATION LTD 4455 W LAWRENCE ST APPLETON WI 54914 391649245 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 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