WINONA COMMUNITY FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WINONA COMMUNITY FOUNDATION INC (EIN 36-3500853)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-18
- IRS object ID
- 202142919349301704
- Schema version
- 2020v4.1
- 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 | 2021-10-18T12:19:13-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390912608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWKINS ASH CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 S SECOND STREET SUITE 200 | AddressLine1Txt |
| City | LA CROSSE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363500853 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINONA COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINO | BusinessNameControlTxt |
| Phone | 5074546511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 RIVERFRONT SUITE 2E | AddressLine1Txt |
| City | WINONA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT DETER | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 5074546511 | PhoneNum |
| Signature | 2021-10-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | DETER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA JENSEN | PreparerPersonNm |
| PTIN | P01468300 | PTIN |
| Phone | 6087847737 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT DETER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 RIVERFRONT SUITE 2E | AddressLine1Txt |
| City | WINONA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,390,281 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WINONACF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE QUALITY OF LIFE IN THE WINONA AREA BY EDUCATING THE PUBLIC ABOUT THE PRACTICE OF PHILANTHROPY AND ITS BENEFITS BOTH TO DONORS AND TO THE COMMUNITY, CONNECTING PEOPLE WITH CHARITABLE INTENT AND RESOURCES WITH ORGANIZATIONS AND CAUSES THAT CAN ADVANCE THE PUBLIC GOOD, GATHERING, PRESERVING, AND STEWARDING PHILANTHROPIC RESOURCES, COLLABORATING WITH OTHER CHARITABLE ORGANIZATIONS, SERVING AS A CATALYST FOR SELECTED COMMUNITY INITIATIVES, AND MAKING GRANTS TO PROJECTS AND CAUSES THAT ADDRESS BOTH THE NEEDS AND THE OPPORTUNITIES PRESENT IN THE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $2,712 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,767,999 | PYContributionsGrantsAmt |
| CY Contributions Grants | $924,628 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $46,604 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $49,829 | CYProgramServiceRevenueAmt |
| PY Investment Income | $602,813 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,588,187 | CYInvestmentIncomeAmt |
| PY Other Revenue | $145,000 | PYOtherRevenueAmt |
| CY Other Revenue | $3,207 | CYOtherRevenueAmt |
| PY Total Revenue | $2,562,416 | PYTotalRevenueAmt |
| CY Total Revenue | $2,565,851 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,241,100 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,572,642 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $130,099 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $156,014 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $32,511 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $415,737 | PYOtherExpensesAmt |
| CY Other Expenses | $207,632 | CYOtherExpensesAmt |
| PY Total Expenses | $1,786,936 | PYTotalExpensesAmt |
| CY Total Expenses | $1,936,288 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $775,480 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $629,563 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,075,032 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,267,330 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,626,891 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,368,445 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,448,141 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,898,885 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO IMPROVE THE QUALITY OF LIFE IN THE WINONA AREA BY EDUCATING THE PUBLIC ABOUT THE PRACTICE OF PHILANTHROPY AND ITS BENEFITS BOTH TO DONORS AND TO THE COMMUNITY, CONNECTING PEOPLE WITH CHARITABLE INTENT AND RESOURCES WITH ORGANIZATIONS AND CAUSES THAT CAN ADVANCE THE PUBLIC GOOD, GATHERING, PRESERVING, AND STEWARDING PHILANTHROPIC RESOURCES, COLLABORATING WITH OTHER CHARITABLE ORGANIZATIONS, SERVING AS A CATALYST FOR SELECTED COMMUNITY INITIATIVES, AND MAKING GRANTS TO PROJECTS AND CAUSES THAT ADDRESS BOTH THE NEEDS AND THE OPPORTUNITIES PRESENT IN THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,691,576 | ExpenseAmt |
| Grant | $1,572,642 | GrantAmt |
| Revenue | $49,829 | RevenueAmt |
| Desc | CONNECTING DONORS WITH CHARITABLE NEEDS THROUGH DILIGENT STEWARDING OF DONATIONS, WINONA COMMUNITY FOUNDATION CONTINUED TO FOSTER ITS MISSION IN 2020 WITH 539 GRANTS DISBURSED. THE FOUNDATION CONTINUES TO GROW ITS CAPACITY TO NOT ONLY MANAGE AND ADMINISTER CHARITABLE DOLLARS, BUT ALSO PARTNER FUTURE GIFTS WITH THE NEW IDENTIFIED NEEDS, AS WELL AS BETTER ADVOCATE AND FACILITATE COMMUNITY CONVERSATIONS ON SUCH NEEDS TO ENSURE THE MOST IMPACT IN THE USE OF THESE CHARITABLE GIFTS. | Desc |
| Total Program Service Expenses | $1,691,576 | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3 | 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 |
| 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 | MN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5074546511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 RIVERFRONT SUITE 2E | AddressLine1Txt |
| City | WINONA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BOB DETER | ||||||
| CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANDREW GUZZO | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AARON YOUNG | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATHLEEN PETERSON | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BEAU VAN BEEK | ||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER GERVAIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHERI EDDY CRIGLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANN GIBSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GENELLE GROH BECK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMANDA HEDLUND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BEAU VAN BEEK | ||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENISE MC DOWELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY PAPENFUSS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN O'REILLY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY BROWN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $85,000 | $0 | $4,250 | |
| SARA BRANDON | ||||||
| FINANCE DIRECTOR | 20.00 | Yes (X) | $33,515 | $0 | $1,200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $118,515 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,450 | 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 |
| All Other Contributions | $924,628 | AllOtherContributionsAmt |
| Noncash Contributions | $295,517 | NoncashContributionsAmt |
| Total Contributions | $924,628 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEES | Desc |
| Business | 523000 | BusinessCd |
| Total Revenue Column | $49,829 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,829 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $49,829 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $194,148 | TotalRevenueColumnAmt |
| Exclusion | $194,148 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $12,218,469 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $10,824,430 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,394,039 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,394,039 | TotalRevenueColumnAmt |
| Exclusion | $1,394,039 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $495 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $495 | TotalRevenueColumnAmt |
| Exclusion | $495 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,712 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,712 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,712 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,565,851 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,829 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,712 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,588,682 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,572,642 | TotalAmt |
| Program Services | $1,572,642 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,965 | TotalAmt |
| Program Services | $30,991 | ProgramServicesAmt |
| Management And General | $69,730 | ManagementAndGeneralAmt |
| Fundraising | $23,244 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,042 | TotalAmt |
| Program Services | $5,011 | ProgramServicesAmt |
| Management And General | $11,273 | ManagementAndGeneralAmt |
| Fundraising | $3,758 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,419 | TotalAmt |
| Program Services | $355 | ProgramServicesAmt |
| Management And General | $799 | ManagementAndGeneralAmt |
| Fundraising | $265 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,588 | TotalAmt |
| Program Services | $2,647 | ProgramServicesAmt |
| Management And General | $5,956 | ManagementAndGeneralAmt |
| Fundraising | $1,985 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,731 | TotalAmt |
| Management And General | $49,731 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,393 | TotalAmt |
| Management And General | $48,393 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,423 | TotalAmt |
| Program Services | $142 | ProgramServicesAmt |
| Management And General | $1,281 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,206 | TotalAmt |
| Management And General | $7,206 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,067 | TotalAmt |
| Program Services | $3,517 | ProgramServicesAmt |
| Management And General | $7,913 | ManagementAndGeneralAmt |
| Fundraising | $2,637 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,733 | TotalAmt |
| Management And General | $1,733 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,219 | TotalAmt |
| Program Services | $1,515 | ProgramServicesAmt |
| Management And General | $550 | ManagementAndGeneralAmt |
| Fundraising | $154 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,174 | TotalAmt |
| Program Services | $543 | ProgramServicesAmt |
| Management And General | $1,223 | ManagementAndGeneralAmt |
| Fundraising | $408 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $66,067 | $66,067 | ||
| INDIRECT COSTS OF SPECI | $5,305 | $5,305 | ||
| BANK FEES | $4,255 | $2,692 | $1,563 | |
| PRINTING & PUBLICATIONS | $2,980 | $149 | $2,771 | $60 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,079 | TotalAmt |
| Management And General | $2,079 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,936,288 | TotalAmt |
| Program Services | $1,691,576 | ProgramServicesAmt |
| Management And General | $212,201 | ManagementAndGeneralAmt |
| Fundraising | $32,511 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,699 | BOYAmt |
| EOY | $75,171 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,000 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $478 | BOYAmt |
| EOY | $1,789 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,270 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,239 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,880 | BOYAmt |
| EOY | $1,031 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,463,153 | BOYAmt |
| EOY | $16,189,339 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,392,822 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,075,032 | BOYAmt |
| EOY | $16,267,330 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,231 | BOYAmt |
| EOY | $7,202 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,615,660 | BOYAmt |
| EOY | $3,361,243 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,626,891 | BOYAmt |
| EOY | $3,368,445 | 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 | $5,350,373 | BOYAmt |
| EOY | $5,721,347 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,097,768 | BOYAmt |
| EOY | $7,177,538 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,448,141 | BOYAmt |
| EOY | $12,898,885 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,075,032 | BOYAmt |
| EOY | $16,267,330 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $629,563 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $118,663 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$297,482 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,183,998 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,255,199 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,228,453 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,767,999 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $924,628 | CurrentTaxYearAmt |
| Total | $6,360,277 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,183,998 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,255,199 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,228,453 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,767,999 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $924,628 | CurrentTaxYearAmt |
| Total | $6,360,277 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,593,975 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,766,302 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $124,717 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $291,636 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $341,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $250,677 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $194,148 | CurrentTaxYearAmt |
| Total | $1,202,803 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,362 | CurrentTaxYearMinus4YearsAmt |
| Total | $23,362 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,248 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,214 | CurrentTaxYearMinus3YearsAmt |
| Total | $48,462 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,634,904 | TotalSupportAmt |
| Public Support CY170 | 0.62430 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57990 | 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 | 50 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $457,290 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $670,686 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $3,496,856 | DonorAdvisedFundsVlEOYAmt |
| 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 | $2,504,133 | BeginningYearBalanceAmt |
| Contributions | $5,312 | ContributionsAmt |
| Investment Earnings Or Losses | $375,673 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $174,394 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| End Year Balance | $2,710,724 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,237,837 | BeginningYearBalanceAmt |
| Contributions | $360,241 | ContributionsAmt |
| Investment Earnings Or Losses | $492,030 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $121,406 | GrantsOrScholarshipsAmt |
| Other Expenditures | $464,569 | OtherExpendituresAmt |
| End Year Balance | $2,504,133 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,590,095 | BeginningYearBalanceAmt |
| Contributions | $9,339 | ContributionsAmt |
| Investment Earnings Or Losses | -$161,061 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $200,536 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,237,837 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,163,964 | BeginningYearBalanceAmt |
| Contributions | $196,886 | ContributionsAmt |
| Investment Earnings Or Losses | $378,353 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $149,108 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,590,095 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,094,826 | BeginningYearBalanceAmt |
| Contributions | $932 | ContributionsAmt |
| Investment Earnings Or Losses | $145,930 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $77,724 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,163,964 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.52600 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.38400 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,190 | OtherCostOrOtherBasisAmt |
| Depreciation | $159 | DepreciationAmt |
| Book Value | $1,031 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,080 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,080 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,031 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FUNDS | Desc |
| Amt | $3,361,243 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,361,243 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,634,783 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $118,663 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $118,663 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,516,120 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $49,731 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $49,731 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,565,851 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,886,557 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,886,557 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $49,731 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $49,731 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,936,288 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE COMMUNITY FOUNDATION HOLDS SEVERAL ENDOWMENTS THAT IMPROVE THE QUALITY OF THE LIFE IN THE WINONA AREA BY MAKING GRANTS TO PROJECTS AND CAUSES THAT ADDRESS BOTH THE NEEDS AND THE OPPORTUNITIES PRESNET IN THE COMMUNITY. DURING THE YEAR IT WAS DETERMINED THAT SEVERAL FUNDS WERE NOT CLASSIFIED APPROPRIATELY AS NET ASSETS WITH DONOR RESTRICTIONS, NET ASSETS WITHOUT DONOR RESTRICTIONS, BOARD-DESIGNATED NET ASSETS AND AGENCY FUNDS. IT WAS ALSO DETERMINED THAT REVENUE AND EXPENSES RELATED TO THIS MISCLASSIFICATION WERE BEING INCORRECTLY INCLUDED OR EXCLUDED, DEPENDING ON HOW THE CLASSIFICATION WAS PREVIOUSLY REPORTED. AS A RESULT OF THIS DISCOVERY, THE FINANCIAL STATEMENTS HAVE BEEN RESTATED AS OF DECEMBER 31, 2019 TO REFLECT THE APPROPRIATE CLASSIFICATIONS. THESE CHANGES CAUSED A DECREASE IN THE BEGINNING BOARD DESIGNATED ENDOWMENTS OF $435,368 AND A DECREASE IN TERM AND PERMANENT ENDOWMENTS BEGINNING BALANCE OF $ 29,201. THIS PRIOR PERIOD ADJUSTMENT IS SHOWN IN PART V COLUMN (B) LINE 1E. |
| PART X, LINE 2: | U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZES A TAX LIABILITY (OR ASSET) IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FOUNDATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE, IF INCURRED. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (46 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| CATHOLIC CHARITIES OF SOUTHERN MINNESOTA | ||||||||
| 111 MARKET STREET POST OFFICE BOX | 379 | WINONA | MN | 55987 | 410721636 | 501(C)3 | $77,022 | DROP IN DAYCENTER AND EMERGENCY ASSISTANCE |
| CITY OF WINONA | ||||||||
| 207 LAFAYETTE STREET POST OFFICE | BOX 378 | WINONA | MN | 55987 | 416005651 | 501(C)3 | $280,713 | PARK IMPROVEMENTS |
| COTTER SCHOOLS | ||||||||
| 1115 WEST BROADWAY | WINONA | MN | 55987 | 411653997 | 501(C)3 | $10,000 | GENERAL SUPPORT | |
| ELDER NETWORK | ||||||||
| 1130 1/2 7TH STREET NW | ROCHESTER | MN | 55901 | 411704390 | 501(C)3 | $5,000 | COMPANION AND RESPITE CARE | |
| FAMILY & CHILDREN'S CENTER | ||||||||
| 601 FRANKLIN STREET | WINONA | MN | 55987 | 390821863 | 501(C)3 | $35,226 | DAY TREATMENT AND EMERGENCY ASSISTANCE | |
| FRIENDS OF WINONA PUBLIC LIBRARY | ||||||||
| TREASURER 151 WEST 5TH STREET | WINONA | MN | 55987 | 411699590 | 501(C)3 | $10,000 | DOLLY PARTON IMAGINATION LIBRARY | |
| GALE-ETTRICK-TREMPEALEAU SCHOOL DISTRICT | ||||||||
| 17511 N MAIN ST | GALESVILLE | WI | 54630 | 396002164 | 501(C)3 | $8,273 | BK5K GYMNASTICS EQUIPMENT | |
| GRACE PLACE | ||||||||
| 66 EAST 2ND STREET | WINONA | MN | 55987 | 411734728 | 501(C)3 | $5,000 | GENERAL SUPPORT | |
| GREAT RIVER SHAKESPEARE FESTIVAL | ||||||||
| 121 EAST 3RD STREET | WINONA | MN | 55987 | 010765907 | 501(C)3 | $20,500 | ACCESIBILITY SERVICES AND GENERAL SUPPORT | |
| HABITAT FOR HUMANITY - WINONA AND FILLMORE COUNTIES | ||||||||
| 126 W BAKER ST POST OFFICE BOX 1183 | 1183 | WINONA | MN | 55987 | 411755549 | 501(C)3 | $45,000 | ROOF REPAIR AND GENERAL SUPPORT |
| HIAWATHA VALLEY MENTAL HEALTH CENTER | ||||||||
| 420 E SARNIA ST 1200 | WINONA | MN | 55987 | 410889423 | 501(C)3 | $37,500 | GENERAL SUPPORT AND EMERGENCY ASSISTANCE | |
| HOME & COMMUNITY OPTIONS INC | ||||||||
| 66 EAST THIRD STREET | WINONA | MN | 55987 | 411278194 | 501(C)3 | $50,000 | GENERAL SUPPORT AND EMERGENCY ASSISTANCE | |
| HOMETOWN RESOURCE CENTER | ||||||||
| 1244 WHITEWATER AVENUE | ST CHARLES | MN | 55972 | 411603419 | 501(C)3 | $13,388 | EMERGENCY ASSISTANCE | |
| HOPE HARBOR | ||||||||
| PO BOX 353 | WINONA | MN | 55987 | 200652270 | 501(C)3 | $5,000 | COMMUNITY GRANT | |
| HOPE LUTHERAN HIGH SCHOOL | ||||||||
| 253 LIBERTY STREET | WINONA | MN | 55987 | 611451450 | 501(C)3 | $10,000 | GENERAL SUPPORT | |
| HURRY BACK PRODUCTIONS INC | ||||||||
| 655 FRANKLIN ST STE 3 | WINONA | MN | 55987 | 820654815 | 501(C)3 | $50,000 | GENERAL SUPPORT | |
| MARQUETTE UNIVERSITY | ||||||||
| UNIVERSITY ADVANCEMENT PO BOX 1881 | MILWAUKEE | WI | 53201 | 390806251 | 501(C)3 | $10,000 | GENERAL SUPPORT | |
| MAYO CLINIC FOUNDATION | ||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 416011702 | 501(C)3 | $10,000 | GENERAL SUPPORT | |
| MID WEST MUSIC FEST | ||||||||
| PO BOX 1465 | WINONA | MN | 55987 | 464958792 | 501(C)3 | $7,500 | COMMUNITY GRANT | |
| MINNESOTA BEETHOVEN FESTIVAL | ||||||||
| POST OFFICE BOX 1143 | WINONA | MN | 55987 | 263451875 | 501(C)3 | $5,000 | GENERAL SUPPORT | |
| MINNESOTA MARINE ART MUSEUM | ||||||||
| 800 RIVERVIEW DRIVE | WINONA | MN | 55987 | 721580723 | 501(C)3 | $20,000 | GENERAL SUPPORT | |
| MINNESOTA STATE COLLEGE SOUTHEAST FOUNDATION | ||||||||
| 1250 HOMER ROAD POST OFFICE BOX 409 | 409 | WINONA | MN | 55987 | 411540247 | 501(C)3 | $19,000 | GENERAL SUPPORT |
| NORTH LIBERTY COMMUNITY PANTRY | ||||||||
| 85 NORTH JONES BOULEVARD NORTH | LIBERTY | IA | 52317 | 421233284 | 501(C)3 | $5,000 | GENERAL SUPPORT | |
| PROJECT FINE | ||||||||
| COUNTY OFFICE BUILDING 202 WEST | THIRD STREET | WINONA | MN | 55987 | 411883675 | 501(C)3 | $19,512 | EMERGENCY ASSISTANCE |
| READY SET SCHOOL | ||||||||
| 51 E 4TH ST SUITE 404 | WINONA | MN | 55987 | 363500853 | 501(C)3 | $5,000 | GENERAL SUPPORT | |
| RIDGEWAY COMMUNITY SCHOOL | ||||||||
| 35564 COUNTY ROAD 12 | HOUSTON | MN | 55943 | 412015115 | 501(C)3 | $8,937 | BK5K LAPTOPS | |
| ROTARY CLUB OF WINONA | ||||||||
| POST OFFICE BOX 963 | WINONA | MN | 55987 | 416037532 | 501(C)3 | $19,386 | SERVICE WORK | |
| SAINT MARY'S UNIVERSITY OF MINNESOTA | ||||||||
| 700 TERRACE HEIGHTS 21 | WINONA | MN | 55987 | 410695527 | 501(C)3 | $10,000 | GENERAL SUPPORT | |
| SEMCAC | ||||||||
| 204 ELM STREET PO BOX 549 | RUSHFORD | MN | 55971 | 410907135 | 501(C)3 | $14,138 | GENERAL SUPPORT | |
| ST MATTHEWS LUTHERAN SCHOOL | ||||||||
| 766 WEST WABASHA STREET | WINONA | MN | 55987 | 410705878 | 501(C)3 | $37,588 | BK5K - SURROUND CARE AND BUILDING REPAIR | |
| ST MARY'S CATHOLIC CHURCH | ||||||||
| 1303 WEST BROADWAY | WINONA | MN | 55987 | 410721636 | 501(C)3 | $17,100 | GENERAL SUPPORT | |
| WINONA AREA CATHOLIC SCHOOLS | ||||||||
| 602 EAST 5TH STREET | WINONA | MN | 55987 | 411559427 | 501(C)3 | $10,000 | GENERAL SUPPORT | |
| WINONA AREA HUMANE SOCIETY | ||||||||
| 1112 EAST BROADWAY POST OFFICE BOX | 23 | WINONA | MN | 55987 | 411743035 | 501(C)3 | $5,000 | GENERAL SUPPORT |
| WINONA FAMILY YMCA | ||||||||
| 207 WINONA STREET | WINONA | MN | 55987 | 410693890 | 501(C)3 | $113,978 | COMMUNITY GRANT AND BUILDING FUND | |
| WINONA HEALTH FOUNDATION | ||||||||
| 855 MANKATO AVENUE POST OFFICE BOX | 5600 | WINONA | MN | 55987 | 411879744 | 501(C)3 | $25,000 | GENERAL SUPPORT |
| WINONA ORC INDUSTRIES INC | ||||||||
| 1053 EAST MARK STREET | WINONA | MN | 55987 | 411225014 | 501(C)3 | $5,000 | GENERAL SUPPORT | |
| WINONA STATE UNIVERSITY FOUNDATION | ||||||||
| POST OFFICE BOX 5838 | WINONA | MN | 55987 | 237079002 | 501(C)3 | $6,560 | GENERAL SUPPORT | |
| WINONA VOLUNTEER SERVICES | ||||||||
| 402 EAST SECOND STREET | WINONA | MN | 55987 | 237376207 | 501(C)3 | $56,912 | DENTAL ACCESS, EMERGENCY ASSISTANCE AND GENERAL SUPPORT | |
| WSU BRIDGES HEALTH | ||||||||
| 175 W MARK ST | WINONA | MN | 55987 | 411687554 | 501(C)3 | $7,300 | HEALTH AND WELLNESS COMMUNITY OUTREACH | |
| ALM CHARITIES | ||||||||
| PO BOX 478 | ONALASKA | WI | 54650 | 392031449 | 501(C)3 | $5,000 | GENERAL SUPPORT | |
| ADVOCACY CENTER OF WINONA | ||||||||
| 100 LATSCH SQUARE SUITE 201 | WINONA | MN | 55987 | 411356358 | 501(C)3 | $10,204 | EMERGENCY ASSISTANCE | |
| BENEDICTINE FOUNDATION | ||||||||
| 1347 WEST BROADWAY | WINONA | MN | 55987 | 410850791 | 501(C)3 | $20,000 | GENERAL SUPPORT | |
| BETHLEHEM COLLEGE & SEMINARY | ||||||||
| 720 13TH AVE S | MINNEAPOLIS | MN | 44415 | 270680532 | 501(C)3 | $25,000 | GENERAL SUPPORT | |
| BUFFALO COUNTY LAND & TRAILS TRUST INC | ||||||||
| PO BOX 74 | ALMA | WI | 54610 | 471894376 | 501(C)3 | $8,200 | CONSTRUCTION OF BIKE TRAIL | |
| CAMP OLSON YMCA | ||||||||
| 4160 LITTLE BOY RD NE | LONGVILLE | MN | 56655 | 410967781 | 501(C)3 | $25,000 | GENERAL SUPPORT | |
| WINONA SENIOR HIGH SCHOOL | ||||||||
| 901 GILMORE AVENUE | WINONA | MN | 55987 | 416004475 | 501(C)3 | $7,268 | BK5K - FITNESS EQUIPMENT | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE STAFF REVIEW GRANT REQUESTS FROM DONOR ADVISED FUNDS AND OBTAIN VERIFICATION OF THE GRANTEES 501(C)3 STATUS. THE REQUESTS ARE THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR APPROVAL. ALL OTHER GRANT REQUESTS FROM ELIGIBLE 501(C)3 ENTITIES ARE REVIEWED BY THE GRANT COMMITTEE, WHO THEN SUBMITS SELECTED GRANTS TO THE BOARD OF DIRECTORS FOR APPROVAL. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|---|
| GREAT RIVER SHAKESPEARE FESTIVAL | |||
| DIRECTOR IS THE EXECUTIVE DIRECTOR OF THIS ORGANIZATION | $22,100 | GRANTS | GENERAL SUPPORT |
| HABITAT FOR HUMANITY | |||
| DIRECTOR IS THE EXECUTIVE DIRECTOR OF THIS ORGANIZATION | $55,253 | GRANTS | |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERCHANTS BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DIRECTOR IS AN EXECUTIVE WITH THE BANK | RelationshipDescriptionTxt |
| Transaction | $31,636 | TransactionAmt |
| Transaction | INVESTMENT FEES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9404 | ContributionCnt |
| Noncash Contributions Rpt F990 | $295,517 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE GIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE 990 PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY EVERY PERSON COVERED BY THE POLICY SUBMITS IN WRITING TO THE EXECUTIVE DIRECTOR A CONFLICT OF INTEREST/DISCLOSURE STATEMENT LISTING ALL FINANCIAL AND CONFLICTING INTERESTS. THE CHAIRPERSON OF THE BOARD SHALL BECOME FAMILIAR WITH ALL SUCH DISCLOSURE STATEMENTS IN CASE A CONFLICT ARISES. THE VICE CHAIR SHALL BE FAMILIAR WITH THE DISCLOSURE STATEMENT FILED BY THE BOARD CHAIR. THE INTERESTED PERSON SHALL ABSTAIN FROM VOTING ON ANY MATTERS THAT GIVE RISE TO A POTENTIAL CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | A COMMITTEE OF THE BOARD OF DIRECTORS PERFORMS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR AND REVIEWS COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE ON OTHER WEBSITES. FORM 1023 AND 990 ARE ON FILE AND AVAILABLE FOR VIEWING UPON REQUEST AT OUR BUSINESS OFFICE DURING NORMAL BUSINESS HOURS. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE ON FILE AT OUR BUSINESS OFFICE AND ARE AVAILABLE FOR VIEWING UPON REQUEST. |
| NA | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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