2021-02-11T09:05:43-06:00 2020-06-30 463220328 AKINS HENKE AND COMPANY 600 INWOOD AVENUE NORTH SUITE 160 OAKDALE MN 55128 990 2019-07-01 411817315 ST CROIX VALLEY FOUNDATION STCR 7153869490 516 SECOND STREET SUITE 214 HUDSON WI 54016 HEATHER LOGELIN PRESIDENT 7153869490 2021-01-13 true GEORGIA AKINS P00950359 6516363806 2021-01-13 2019 2022-09-23 18:48:47Z HEATHER LOGELIN HEATHER LOGELIN 516 SECOND STREET SUITE 214 HUDSON WI 54016 14561810 false X WWW.SCVFOUNDATION.ORG X 1995 MN THE MISSION OF THE ST. CROIX VALLEY COMMUNITY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE ST. CROIX VALLEY BY: ENCOURAGING CHARITABLE GIVING IN THE VALLEY - BUILDING PERMANENT FUNDS THAT WILL PROVIDE RESOURCES FOR THE NEEDS OF TODAY AND TOMORROW. CONNECTING PEOPLE AND PROGRAMS - BRINGING TOGETHER PEOPLES CHARITABLE INTERESTS AND THE FUNDING NEEDS TO PROGRAMS AND ORGANIZATIONS. ENCOURAGING COLLABORATION - FORMING PARTNERSHIPS AND PROVIDING SERVANT LEADERSHIP THROUGH PROGRAMS THAT ENHANCE THE QUALITY OF LIFE IN OUR REGION'S DISTINCT COMMUNITIES. 17 17 8 180 0 6432204 5583427 212068 208533 1341594 1053119 -4472 -1462 7981394 6843617 2118337 3808983 0 528118 583971 144000 72000 126851 654582 499002 3445037 4963956 4536357 1879661 69452817 70035301 28750071 27813897 40702746 42221404 X THE MISSION OF THE ST. CROIX VALLEY COMMUNITY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE ST. CROIX VALLEY BY: ENCOURAGING CHARITABLE GIVING IN THE VALLEY - BUILDING PERMANENT FUNDS THAT WILL PROVIDE RESOURCES FOR THE NEEDS OF TODAY AND TOMORROW. CONNECTING PEOPLE AND PROGRAMS - BRINGING TOGETHER PEOPLES CHARITABLE INTERESTS AND THE FUNDING NEEDS TO PROGRAMS AND ORGANIZATIONS. ENCOURAGING COLLABORATION - FORMING PARTNERSHIPS AND PROVIDING SERVANT LEADERSHIP THROUGH PROGRAMS THAT ENHANCE THE QUALITY OF LIFE IN OUR REGION'S DISTINCT COMMUNITIES. false false 3876807 3808983 GRANTS TO ART, EDUCATION, HUMAN SERVICES, ENVIRONMENTAL, RELIGIOUS, HEALTH AND OTHER CHARITABLE ORGANIZATIONS. APROXIMATELY 1,000 GRANTS WERE GIVEN IN FISCAL YEAR 2020. 414397 7346 SPECIAL COMMUNITY PROJECTS: IN KEEPING WITH THE FOUNDATION'S MISSION, FOUNDATION STAFF MEMEBERS PARTNER WITH OTHER ORGANIZATIONS ESPECIALLY OUR AFFILIATE FOUNDATIONS, TO DIRECTLY ADDRESS CHANGING COMMUNITY CONCERNS. THIS INCLUDES: 1) FOSTERING COMMUNITY DIALOGUE AROUND LOCAL ISSUES-THROUGH REGIONAL FORUMS AND "CONVERSATIONS OF THE VALLEY", A MONTHLY PUBLIC AFFAIRS LUNCHEON; 2) PROMOTING NON PROFIT PERFORMANCE THROUGH WORKSHOPS AND GRANTS 3) WORKING WITH OUR AFFILIATES TO STRENGTHEN THEIR MANAGEMENT, GOVERNANCE AND FUNDRAISING CAPACITY; AND 4) BUILDING DEMENTIA FRIENDLY COMMUNITIES. 66371 201187 FUND MANAGEMENT AND PHILANTHROPIC SERIVCES: THESE ACTIVITIES INCLUDE WORKING WITH DONORS, AGENCIES AND AFFILIATED FUNDS WHO ALREADY HAVE ESTABLISHED FUNDS WITH THE FOUNDATION AND INCLUDE TECHNICAL ASSISTANCE, TRAINING AND EDUCATION AS WELL AS ACCOUNTING ACTIVITIES. THERE WERE APPROXIMATELY 480 FUNDS MANAGED IN FISCAL YEAR 2020. THESE ACTIVITIES INCLUDE WORKING WITH DONOR PROSPECTS, WITH PROFESSIONAL FINANCIAL ADVISORS AND AGENCIES WHO WANT TO ESTABLISH A FUND WITH THE FOUNDATION. 4357575 true true false false false true false false true true true false false false true true true false false false false false false true false false false true false false false false false false false false false false true false false false true false false false false true 26 0 true 8 true false false false false false true true true 3 false false false false false false false false X 17 17 false false true false false false false true true false true true true true true true true true true true false WI MN X X EMILY LOWNSBURY 7153869490 516 SECOND STREET SUITE 214 HUDSON WI 54016 HEATHER LOGELIN HEATHER LOGELIN PRESIDENT 40.00 X 110659 0 19068 SUE GERLACH CHAIR 10.00 X X 0 0 0 KATRINA LARSEN VICE-CHAIR/S 10.00 X X 0 0 0 DENNIS DUERST TREASURER 2.00 X X 0 0 0 DWIGHT CUMMINS BOARD MEMBER 2.00 X 0 0 0 STEVE SCHROEDER BOARD MEMBER 2.00 X 0 0 0 MATT THUESEN BOARD MEMBER 2.00 X 0 0 0 HEATHER MCABEE BOARD MEMBER 2.00 X 0 0 0 JUDY FREUND BOARD MEMBER 2.00 X 0 0 0 DOUG GEISSLER BOARD MEMBER 2.00 X 0 0 0 GARY KELSEY BOARD MEMBER 2.00 X 0 0 0 MIKE PEPIN BOARD MEMBER 2.00 X 0 0 0 JIM ELLIS BOARD MEMBER 2.00 X 0 0 0 BUCK MALICK BOARD MEMBER 2.00 X 0 0 0 MARSHA SHOTLEY BOARD MEMBER 2.00 X 0 0 0 CHARLIE WIKELIUS BOARD MEMBER 2.00 X 0 0 0 MICHELLE BREDAHL BOARD MEMBER 2.00 X 0 0 0 JESSICA EHRLICHMANN BOARD MEMBER 2.00 X 0 0 0 110659 19068 1 false false false 9231 5574196 1658871 5583427 ADMINISTRATIVE CHARGES 525990 201187 201187 CONVERSATIONS OF THE VALLEY 900099 7346 7346 208533 925170 925170 7841246 7713297 127949 127949 127949 3434 9231 4896 -1462 6843617 208533 1053119 3808983 3808983 157149 67121 64959 25069 338724 128721 197356 12647 16260 6129 9530 601 34279 10883 22182 1214 37559 14791 20022 2746 12486 12486 72000 72000 89660 89660 13700 13319 381 11490 5482 1001 5007 15423 7337 7362 724 53745 22113 28799 2833 4982 3884 185 913 5238 3072 1838 328 6267 2579 3358 330 5526 2274 2961 291 FUND PROJECT EXPENSES 237420 237420 EQUIPMENT RENTAL 30513 12555 16350 1608 VALLEY & WORKSHOPS 6062 6062 DUES AND SUBSCRIPTIONS 5924 4850 1074 566 26 540 4963956 4357575 479530 126851 47602 49446 399213 294043 749153 685810 22223 17397 83550 71177 16246 12373 68218380 68622581 353651 69452817 70035301 80578 76232 28659431 27647609 82200 10062 7856 28750071 27813897 X 713290 631324 39989456 41590080 40702746 42221404 69452817 70035301 X 1879661 -714654 402176 -48525 X false true X true false X 3971910 11609788 3579919 6432204 5583427 31177248 3971910 11609788 3579919 6432204 5583427 31177248 5647653 25529595 627609 559548 892976 1397205 925170 4402508 35579756 1200591 0.71750 0.73590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 146 82 2324193 1644583 2020291 771212 10277342 17343275 true true false true X 35772179 2178967 214114 1072629 418178 36674453 31289377 4721927 1209672 1054937 393860 35772179 27921744 2004559 2309366 614290 332002 31289377 18461913 8168000 2406813 656029 458953 27921744 18056856 1542236 80442 1014494 203127 18461913 0.00700 0.88600 0.10700 true false 83550 71177 12373 12373 CAPITAL LEASE 7856 7856 X 5990778 -714654 -48525 -763179 6753957 89660 89660 6843617 4874296 4874296 89660 89660 4963956 SCHEDULE D, PAGE 2, PART IV, LINE 2B THE FOUNDATION HAS ESTABLISHED A LIABILITY FOR FUNDS FROM DONORS WHICH THE FOUNDATION IS AN AGENT. THE FOUNDATION HAS AGREEMENTS WITH ALL ORGANIZATIONS IN WHICH IT IS ACTING AS AN AGENT. SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION'S ENDOWMENTS CONSIST OF FUNDS ESTABLISHED TO PROVIDE PROGRAM SUPPORT SUCH AS ARTS, MUSIC, AND SCIENCE AS WELL AS GENERAL OPERATIONS. SCHEDULE D, PAGE 3, PART X THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SEC 501(C)(3) OF THE INERNAL REVENUE CODE. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2020 AND 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSRE IN THE CONSOLIDATED FINANCIAL STATEMENTS. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF TRUST -48,525 X X X X X true MGI FUNDRAISING CONSULTING INC 2925 DEAN PARKWAY SUITE 300 MINNEAPOLIS MN 55415 PART IV false 337946 72000 265946 337946 72000 265946 MN SCHEDULE G, PART IV PART I LINE 1 II FUNDRAISING CONSULTANT true AMERICAN PARKINSON DISEASE ASSOC 800 E 28TH ST MR 12209 MINNEAPOLIS MN 55403 131962771 501(C) 15000 SYMPOSIUM/APDA MN AMERY FFA 555 MINNEAPOLIS AVENUE AMERY WI 54005 396000675 501(C) 5302 ANNUAL DISTRIBUTION AMHERST H WILDER FOUNDATION 451 LEXINGTON PARKWAY NORTH ST PAUL MN 55104 410693889 501(C) 775000 PARKINSONS/CAMPAIGN ANN BANCROFT FOUNDATION 2356 UNIVERSITY AVE W SUITE 404 ST PAUL MN 55114 411691868 501(C) 100000 ENDOWMENT ASSISTANCE & RESOURCE CENTER INC PO BOX 223 RIVER FALLS WI 54021 264035369 501(C) 10000 GENERAL OPERATING BAYFIELD COUNTY LAND & WATER CON PO BOX 126 WASHBURN WI 54891 396005670 501(C) 6600 SUPPORT /OPERATIONS BETHEL LUTHERAN CHURCH 920 THIRD ST HUDSON WI 54016 390963084 501(C) 22500 GENERAL OPERATING BRIDGE FOR COMMUNITY LIFE 651 BRAKKE DRIVE HUDSON WI 54016 900178808 501(C) 10500 COVID-19/GENERAL CAN DO CANINES 9440 SCIENCE CENTER DRIVE NEW HOPE MN 55428 411594165 501(C) 5650 PROGRAM/GENERAL CANVAS HEALTH 7066 STILLWATER BOULEVARD NO OAKDALE MN 55128 410955577 501(C) 34253 GENERAL/MEN. HEALTH CENTER FOR VICTIMS OF TORTURE 2356 UNIVERSITY AVE W SUITE 430 ST PAUL MN 55114 363383933 501(C) 10000 GENERAL OPERATING CAPRW 450 SYNDICATE ST N SUITE 325 ST PAUL MN 551044184 410883443 501(C) 25000 COVID-19 RESPONSE COMMUNITY REFERRAL AGENCY INC PO BOX 365 MILLTOWN WI 54858 391368945 501(C) 15000 GENERAL OPERATING COMMUNITY THREAD 2300 WEST ORLEANS STREET STILLWATER MN 550827552 410967271 501(C) 10100 GENERAL OPERATING COMPAS INC 475 CLEVELAND AVE N 222 ST PAUL MN 55104 411228092 501(C) 5250 WRITING PROGRAM/GEN COURAGE KENNY REHABILITATION INSTITUTE 1460 CURVE CREST BLVD STILLWATER MN 55082 411952989 501(C) 136551 ANNUAL CONTRIBUTION CYSTIC FIBROSIS FOUNDATION NE CHAPTER 2827 S 88TH ST OMAHA NE 68124 131930701 501(C) 5500 TEAM ALEX EVOLVE ADOPTION & FAMILY SERVICES 5850 OMAHA AVENUE NORTH STILLWATER MN 55082 411296959 501(C) 7500 COVID-19 RESPONSE FAIRVIEW FOUNDATION 1690 UNIVERSITY AVE W SUITE 250 ST PAUL MN 55104 411573810 501(C) 54000 OUTREACH PROGRAM/EDU FAMILY PATHWAYS 6413 OAK ST NORTH BRANCH MN 55056 411332828 501(C) 20000 GENERAL/FOOD SHELF FAMILY RESOURCE CENTER ST CROIX VALLEY 857 MAIN STREET BALDWIN WI 54002 391943404 501(C) 5200 GENERAL/PROGRAM FAMILYMEANS 1875 NORTHWESTERN AVENUE SOUTH STILLWATER MN 55082 416045574 501(C) 86616 GENERAL OPERATING FIRST BAPTIST CHURCH 309 VINE STREET HUDSON WI 54016 391350916 501(C) 20000 GENERAL CHURCH/PARS. FIRST COVENANT CHURCH 1374 N MAIN ST RIVER FALLS WI 54022 391419735 501(C) 8500 GENERAL OPERATIONS FIRST PRESBYTERIAN CHURCH 1901 VINE STREET HUDSON WI 54016 930846997 501(C) 8150 GENERAL OPERATIONS FIVE LOAVES FOOD AND CLOTHING CENTER PO BOX 222 NEW RICHMOND WI 54017 391565734 501(C) 13650 GENERAL/FOOD SHELF HOPE ACADEMY 2300 CHICAGO AVENUE SOUTH MINNEAPOLIS MN 55404 411962874 501(C) 7500 STUDENT EDUCATION HOPE LUTHERAN CHURCH 3337 KINGSBARN AVENUE RIVER FALLS WI 54022 721603482 501(C) 5820 ANNUAL HUDSON HOSPITAL FOUNDATION 405 STAGELINE RD HUDSON WI 54016 391279567 501(C) 11000 ENDOWMENT/CAMPAIGN INTERFAITH CAREGIVERS - POLK COUNTY PO BOX 65 MILLTOWN WI 54858 391837906 501(C) 10000 GENERAL OPERATING LAKES AND PINES COMMUNITY ACTION 1700 MAPLE AVE EAST MORA MN 55051 410900982 501(C) 10000 GENERAL OPERATING LAKEVIEW MEMORIAL HOSPICE PROGRAM 927 CHURCHILL STREET STILLWATER MN 55082 411386635 501(C) 136551 ANNUAL MOUNT HOLYOKE COLLEGE 50 COLLEGE STREET SOUTH HADLEY MA 01075 042103578 501(C) 6000 CLASS OF '48 NORTHWEST PASSAGE 7417 N BASS LAKE RD WEBSTER WI 54893 391311448 501(C) 5500 BLDG EXPAN/GENERAL OPERATION HELP PO BOX 1134 HUDSON WI 54016 391711703 501(C) 13000 GENERAL/CLIENT ASSIS OPERATION SMILE INC 3641 FACULTY BLVD VIRGINIA BCH VA 234538000 541460147 501(C) 10000 MEMORY OF DR HEEGAAD OUR NEIGHBORS' PLACE 122 WEST JOHNSON ST RIVER FALLS WI 54022 352383155 501(C) 13450 GENERAL/HOUSING/FOOD PARKINSON'S FOUNDATION MINNESOTA 8085 WAYZATA BLVD SUITE 100 GOLDEN VALLEY MN 55426 131866796 501(C) 30000 KITS/PARNTER SUMITT POLAR BEARS INTERNATIONAL PO BOX 3008 BOZEMAN MT 59772 770322706 501(C) 10000 GENERAL OPERATING PRAYING PELICAN MISSIONS 8011 34TH AVE S SUITE 333 BLOOMINGTON MN 55425 300222202 501(C) 35000 CONSTRUCTION & MIN RIVER FALLS COMMUNITY FOOD PANTRY 705 ST CROIX ST RIVER FALLS WI 54022 204740792 501(C) 6410 GENERAL/COVID19/FOOD SALVATION ARMY GRACE PLACE 505 W 8TH ST NEW RICHMOND WI 54017 362167910 501(C) 27675 GRACE PLACE/GENERAL SALVATION ARMY OF BURNETT COUNTY 7764 W MAIN ST SIREN WI 54872 362167910 501(C) 10000 GENERAL OPERATING SALVATION ARMY OF POLK COUNTY 565 5TH ST CLEAR LAKE WI 54005 362167910 501(C) 10000 GENERAL OPERATING SALVATION ARMY OF THE TWIN CITIES 2445 PRIOR AVE ROSEVILLE MN 55113 410698597 501(C) 20000 COVID-19 RESPONSE SALVATION ARMY PIERCE COUNTY EXT 627 N GROVE ST RIVER FALLS WI 54022 362167910 501(C) 10000 GENERAL OPERATING SENITIZO 2344 FOOTHILLS DR S GOLDEN CO 80401 821555063 501(C) 6536 GENERAL OPERATING SOLID GROUND 3521 CENTURY AVE N WHITE BEAR LAKE MN 551105689 363578158 501(C) 10000 COVID-19 RESPONSE SOMERSET PUBLIC LIBRARY 208 HUD STREET SOMERSET WI 54025 396068625 501(C) 50000 EXPANSION PROJECT ST ANDREW'S COMMUNITY RESOURCE CENTER 900 STILLWATER ROAD MAHTOMEDI MN 55115 410880458 501(C) 10000 GENERAL OPERATING ST ANDREW'S LUTHERAN CHURCH 900 STILLWATER ROAD MAHTOMEDI MN 55115 410880458 501(C) 74000 GENERAL/RESOURCE CTR ST BRIDGET CATHOLIC CHURCH 211 EAST DIVISION STREET RIVER FALLS WI 54022 900900508 501(C) 7750 GENERAL/SOLAR ARRAY ST CROIX CATHOLIC SCHOOL 621 SOUTH THIRD ST STILLWATER MN 55082 411731931 501(C) 5300 LEGACY OF FAITH CAMP ST CROIX RIVER ASSOCIATION 230 SOUTH WASHINGTON ST UNIT 1 ST CROIX FALLS WI 54024 263025933 501(C) 79740 CURRICULUM/GENERAL ST CROIX THERAPY INC 742 STERBENZ DR HUDSON WI 540168327 391584408 501(C) 10000 COVID-19 RESPONSE ST CROIX VALLEY RESTORATIVE SERVICE 215 N 2ND ST SUITE 108 RIVER FALLS WI 54022 300133750 501(C) 40000 GENERAL/HEALTH ST JAMES ON THE PARKWAY 3225 E MINNEHAHA PARKWAY MINNEAPOLIS MN 554171431 410872481 501(C) 10000 HAITI FUND/GENERAL STILLWATER AREA PUBLIC SCHOOLS ISD 1875 S GREELEY ST STILLWATER MN 55082 416008519 GOVT 5550 COVID-19/DISTANCE STILLWATER PUBLIC LIBRARY 224 THIRD ST N STILLWATER MN 55082 416005566 501(C) 10272 OPERATION THE FOOD GROUP - FARE FOR ALL 8501 54TH AVE N NEW HOPE MN 554283710 411246504 501(C) 8000 COVID-19 RESPONSE THE PHIPPS CENTER FOR THE ARTS 109 LOCUST STREET HUDSON WI 54016 391360778 501(C) 8800 GENERAL/PROGRAMS TOWN OF ALDEN CHARITABLE FUND 183 155TH STREET STAR PRAIRIE WI 54026 396005771 501(C) 5302 ANNUAL TURNINGPOINT FOR VICTIMS OF DOMESTIC 117 NORTH MAIN ST RIVER FALLS WI 54022 391322995 501(C) 19925 GENERAL/COVID-19 TWIN CITIES HABITAT FOR HUMANITY 1954 UNIVERSITY AVE W ST PAUL MN 55104 363363171 501(C) 102000 GENERAL/CAMPAIGN UNITED WAY OF WASHINGTON COUNTY E 1825 CURVE CREST BLVD STILLWATER MN 55082 410855267 501(C) 12500 GENERAL/PILLAR CLUB UNITED WAY ST CROIX VALLEY 201 SECOND STREET SOUTH SUITE 300 HUDSON WI 54016 391372545 501(C) 30318 GENERAL/CAMPAIGN UNIVERSITY OF ILLINOIS FOUNDATION PO BOX 3429 CHAMPAIGN IL 61826 376006007 501(C) 6000 ROGER ADAMS FUND UNIVERSITY OF ST THOMAS 2115 SUMMIT AVENUE ST PAUL MN 55105 410693970 501(C) 550000 STERBENZ SCHOLARSHIP UNIVERSITY OF WISCONSIN RIVER FALLS FOUNDATION 310 SOUTH HALL RIVER FALLS WI 54022 396064630 501(C) 7319 SPECIAL PROJECT FUND VALLEY FRIENDSHIP CLUB 5620 MEMORIAL AVE N STILLWATER MN 55082 272362329 501(C) 14945 HEALTH AND WELLNESS VALLEY OUTREACH 1911 CURVE CREST BLVD W STILLWATER MN 55082 411452973 501(C) 11500 GENERAL OPERATING WEST CAP 525 2ND ST GLENWOOD CITY WI 540130308 391076125 501(C) 20000 GENERAL OPERATING WESTFIELDS HOSPITAL & CLINIC FDN 535 HOSPITAL ROAD NEW RICHMOND WI 54017 391770913 501(C) 9000 GENERAL/COVID-19 YMCA HUDSON 2211 VINE ST HUDSON WI 54016 452563299 501(C) 55274 GENERAL/Y PARTNERS YOUTH SERVICE BUREAU INC 6120 OREN AVENUE NORTH STILLWATER MN 55082 411333578 501(C) 10000 GENERAL OPERATING 75 SCHEDULE I, PAGE 1, PART I, LINE 2 STAFF PERFORMS DUE DILIGENCE TO CONFIRM THAT GRANT RECIPIENTS ARE 501(C)(3) ORGANIZATIONS. THEY ARE REVIEWED BY THE GRANTS ADMINISTRATOR, THE PRESIDENT AND THE ACCOUNTANT. WITH COMPETITIVE GRANTS, FINAL REPORTS ARE REQUIRED FROM THE RECIPIENTS TO EXPLAIN HOW THE GRANT FUNDS WERE SPENT AND THE RESULTS ACHIEVED WITH THE GRANTS. STAFF FOLLOW UP WITH ALL COMPETITIVE GRANT RECIPIENTS TO GET THESE REPORTS. X 18 408788 AVERAGE HIGH/LOW PRICE X 1 1250083 APPRAISED FAIR VALUE false true true SCHEDULE M, PAGE 1, PART I, LINE 32B ALL STOCK DONATIONS ARE RECEIVED IN A FOUNDATION INVESTMENT ACCOUNT ADMINISTERED BY A THIRD PARTY. ALL STOCK DONATIONS ARE SOLD UPON RECEIPT. GIFTS OF REAL PROPERTY ARE MADE TO SCVF HOLDINGS, LLC (A DISREGARDED ENTITY OF THE FOUNDATION) AND MARKETED BY THE LOCAL AFFILIATE BOARD MEMBERS DESIGNEE. FORM 990 - ORGANIZATION'S MISSION THE MISSION OF THE ST. CROIX VALLEY COMMUNITY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE ST. CROIX VALLEY BY: ENCOURAGING CHARITABLE GIVING IN THE VALLEY - BUILDING PERMANENT FUNDS THAT WILL PROVIDE RESOURCES FOR THE NEEDS OF TODAY AND TOMORROW. CONNECTING PEOPLE AND PROGRAMS - BRINGING TOGETHER PEOPLES CHARITABLE INTERESTS AND THE FUNDING NEEDS TO PROGRAMS AND ORGANIZATIONS. ENCOURAGING COLLABORATION - FORMING PARTNERSHIPS AND PROVIDING SERVANT LEADERSHIP THROUGH PROGRAMS THAT ENHANCE THE QUALITY OF LIFE IN OUR REGION'S DISTINCT COMMUNITIES. FORM 990, PAGE 6, PART VI, LINE 4 SEE ATTACHED SUMMARY OF BLYLAW REVISIONS. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 RETURN IS PRESENTED TO THE BOARD OF DIRECTORS AND OUR TREASURER. THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE FORM 990 BEFORE FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE POLICY IS REVEIWED AND DISCUSSED ANNUALLY BEFORE THE BOARD MEMBERS SIGN THE CONFLICT OF INTEREST FORM AND DISCLOSE ANY CONFLICTS THEY MAY HAVE. CONFLICTS, IF ANY, ARE MONITORED BY MANAGEMENT THROUGHOUT THE YEAR. FORM 990, PAGE 6, PART VI, LINE 15A THE FOUNDATION BOARD PERIODICALLY REVIEWS THE JOB DESCRIPTION OF THE PRESIDENT AND EVALUATES HIS/HER PERFORMANCE ON A REGULAR BASIS. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION OF THE PRESIDENT IS SET AND APPROVED BY THE FULL BOARD, THE EXECUTIVE OR THE AUDIT COMMITTEE. NO BOARD OR COMMITTEE MEMBERS WILL TAKE PART IN SETTING THE COMPENSATION OF THE PRESIDENT IF THEY HAVE ANY CONFLICT OF INTEREST. THE PRESIDENT WILL NOT BE PRESENT DURING THE DISCUSSION OF THE COMPENSATION. THE RESPONSIBLE COMMITTEE WILL REPORT FULLY TO THE ENTIRE BOARD. THE EXECESS BENEFIT TRANSACTION RULES (I.E. BASING THE DECISION ON COMPARABLE DATA READILY AVAILABLE TO THE BOARD COMITTEE AND RECORDING THE PROCESS AND DECISIONS IN THE MINUTES), CREATE A PRESUMPTION OF REASONABLENESS FOR COMPENSATION. THE RESPONSIBLE COMMITTEE MAY USE COMPENSATION SURVEYS BY INDEPENDENT CONSULTANTS, COMPENSATION PACKAGES OFFERED AT SIMILARLY SIZED FOUNDATIONS, AND WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE SERVICES OF THE PRESIDENT. THE RESPONSIBLE COMMITTEE WILL DOCUMENT THE BASIS FOR ITS DETERMINATIONS OF THE COMPENSATION PACKAGE, WITH THE IMPLEMENTATION OF THE DETERMINATION (WITHIN 60 DAYS OF THE DECISION, OR THE NEXT MEETING OF THE FULL BOARD OF DIRECTORS, WHICHEVER IS LATER). THE DOCUMENTATION WILL INCLUDE: -THE TERMS OF THE TRANSACTIONS AND THE DATE IT WAS APPROVED. -THE MEMEBERS OF THE COMMITTEE WHO DISCUSSED THE COMPENSATION AND THE NAMES OF THE MEMBERS WHO APPROVED IT. -THE COMPARABILITY DATA USED, AND HOW IT WAS OBTAINED. -THE ACTION TAKEN TO CONSIDER THOSE WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO THE DECISION OF THE COMPENSATION PACKAGE. FORM 990, PAGE 6, PART VI, LINE 19 THE FOUNDATION 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 TRUST -48,525 SCVF HOLDINGS LLC 516 2ND STREET SUITE 214 HUDSON WI 54016 464871208 PART VII WI 9206 13844 PART VII SCHEDULE R SCHEDULE R, PART I (B) - PRIMARY ACTIVITY - TO ACCEPT AND SELL DONATIONS OF REAL PROPERTY FOR THE FOUNDATION SCHEDULE R, PART I (F) - DIRECT CONTROLLING ENTITY - ST. CROIX VALLEY FOUNDATION