2021-10-18T12:19:13-05:00 2020-12-31 390912608 HAWKINS ASH CPAS LLP 500 S SECOND STREET SUITE 200 LA CROSSE WI 54601 990 2020-01-01 363500853 WINONA COMMUNITY FOUNDATION WINO 5074546511 111 RIVERFRONT SUITE 2E WINONA MN 55987 ROBERT DETER CHAIR 5074546511 2021-10-18 1 ROBERT DETER 999009999 SANDRA JENSEN P01468300 6087847737 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ROBERT DETER 111 RIVERFRONT SUITE 2E WINONA MN 55987 13390281 0 X WWW.WINONACF.ORG X 1987 MN 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. 14 14 3 14 2712 0 1767999 924628 46604 49829 602813 1588187 145000 3207 2562416 2565851 1241100 1572642 0 0 130099 156014 0 0 32511 415737 207632 1786936 1936288 775480 629563 15075032 16267330 2626891 3368445 12448141 12898885 X 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. 0 0 1691576 1572642 49829 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. 1691576 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X X THE ORGANIZATION 5074546511 111 RIVERFRONT SUITE 2E WINONA MN 55987 BOB DETER CHAIR 4.00 X X 0 0 0 ANDREW GUZZO VICE CHAIR 2.00 X X 0 0 0 AARON YOUNG TREASURER 2.00 X X 0 0 0 KATHLEEN PETERSON SECRETARY 2.00 X X 0 0 0 BEAU VAN BEEK PAST CHAIR 1.00 X 0 0 0 CHRISTOPHER GERVAIS DIRECTOR 1.00 X 0 0 0 CHERI EDDY CRIGLER DIRECTOR 1.00 X 0 0 0 ANN GIBSON DIRECTOR 1.00 X 0 0 0 GENELLE GROH BECK DIRECTOR 1.00 X 0 0 0 AMANDA HEDLUND DIRECTOR 1.00 X 0 0 0 BEAU VAN BEEK PAST CHAIR 1.00 X 0 0 0 DENISE MC DOWELL DIRECTOR 1.00 X 0 0 0 JERRY PAPENFUSS DIRECTOR 1.00 X 0 0 0 KEVIN O'REILLY DIRECTOR 1.00 X 0 0 0 NANCY BROWN EXECUTIVE DIRECTOR 40.00 X 85000 0 4250 SARA BRANDON FINANCE DIRECTOR 20.00 X 33515 0 1200 118515 0 5450 0 0 0 0 0 924628 295517 924628 SERVICE FEES 523000 49829 49829 49829 194148 194148 12218469 10824430 1394039 1394039 1394039 495 0 495 495 MISCELLANEOUS INCOME 900099 2712 2712 2712 2565851 49829 2712 1588682 1572642 1572642 123965 30991 69730 23244 20042 5011 11273 3758 1419 355 799 265 10588 2647 5956 1985 49731 49731 48393 48393 1423 142 1281 7206 7206 14067 3517 7913 2637 1733 1733 2219 1515 550 154 2174 543 1223 408 PROGRAM EXPENSES 66067 66067 INDIRECT COSTS OF SPECI 5305 5305 BANK FEES 4255 2692 1563 PRINTING & PUBLICATIONS 2980 149 2771 60 2079 2079 1936288 1691576 212201 32511 71699 75171 145000 478 1789 6270 5239 1880 1031 11463153 16189339 3392822 15075032 16267330 11231 7202 2615660 3361243 2626891 3368445 X 5350373 5721347 7097768 7177538 12448141 12898885 15075032 16267330 629563 118663 -297482 0 X X 0 1 X 1 0 X 1183998 1255199 1228453 1767999 924628 6360277 1183998 1255199 1228453 1767999 924628 6360277 1593975 4766302 124717 291636 341625 250677 194148 1202803 23362 23362 32248 16214 48462 7634904 0.62430 0.57990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50 457290 670686 3496856 1 1 2504133 5312 375673 174394 0 2710724 2237837 360241 492030 121406 464569 2504133 2590095 9339 -161061 200536 2237837 2163964 196886 378353 149108 2590095 2094826 932 145930 77724 2163964 0.09000 0.52600 0.38400 1 0 1190 159 1031 5080 5080 0 1031 AGENCY FUNDS 3361243 3361243 X 2634783 118663 118663 2516120 49731 49731 2565851 1886557 0 1886557 49731 49731 1936288 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. 1 CATHOLIC CHARITIES OF SOUTHERN MINNESOTA 111 MARKET STREET POST OFFICE BOX 379 WINONA MN 55987 410721636 501(C)3 77022 DROP IN DAYCENTER AND EMERGENCY ASSISTANCE CITY OF WINONA 207 LAFAYETTE STREET POST OFFICE BOX 378 WINONA MN 55987 416005651 501(C)3 280713 PARK IMPROVEMENTS COTTER SCHOOLS 1115 WEST BROADWAY WINONA MN 55987 411653997 501(C)3 10000 GENERAL SUPPORT ELDER NETWORK 1130 1/2 7TH STREET NW ROCHESTER MN 55901 411704390 501(C)3 5000 COMPANION AND RESPITE CARE FAMILY & CHILDREN'S CENTER 601 FRANKLIN STREET WINONA MN 55987 390821863 501(C)3 35226 DAY TREATMENT AND EMERGENCY ASSISTANCE FRIENDS OF WINONA PUBLIC LIBRARY TREASURER 151 WEST 5TH STREET WINONA MN 55987 411699590 501(C)3 10000 DOLLY PARTON IMAGINATION LIBRARY GALE-ETTRICK-TREMPEALEAU SCHOOL DISTRICT 17511 N MAIN ST GALESVILLE WI 54630 396002164 501(C)3 8273 BK5K GYMNASTICS EQUIPMENT GRACE PLACE 66 EAST 2ND STREET WINONA MN 55987 411734728 501(C)3 5000 GENERAL SUPPORT GREAT RIVER SHAKESPEARE FESTIVAL 121 EAST 3RD STREET WINONA MN 55987 010765907 501(C)3 20500 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 45000 ROOF REPAIR AND GENERAL SUPPORT HIAWATHA VALLEY MENTAL HEALTH CENTER 420 E SARNIA ST 1200 WINONA MN 55987 410889423 501(C)3 37500 GENERAL SUPPORT AND EMERGENCY ASSISTANCE HOME & COMMUNITY OPTIONS INC 66 EAST THIRD STREET WINONA MN 55987 411278194 501(C)3 50000 GENERAL SUPPORT AND EMERGENCY ASSISTANCE HOMETOWN RESOURCE CENTER 1244 WHITEWATER AVENUE ST CHARLES MN 55972 411603419 501(C)3 13388 EMERGENCY ASSISTANCE HOPE HARBOR PO BOX 353 WINONA MN 55987 200652270 501(C)3 5000 COMMUNITY GRANT HOPE LUTHERAN HIGH SCHOOL 253 LIBERTY STREET WINONA MN 55987 611451450 501(C)3 10000 GENERAL SUPPORT HURRY BACK PRODUCTIONS INC 655 FRANKLIN ST STE 3 WINONA MN 55987 820654815 501(C)3 50000 GENERAL SUPPORT MARQUETTE UNIVERSITY UNIVERSITY ADVANCEMENT PO BOX 1881 MILWAUKEE WI 53201 390806251 501(C)3 10000 GENERAL SUPPORT MAYO CLINIC FOUNDATION 200 FIRST STREET SW ROCHESTER MN 55905 416011702 501(C)3 10000 GENERAL SUPPORT MID WEST MUSIC FEST PO BOX 1465 WINONA MN 55987 464958792 501(C)3 7500 COMMUNITY GRANT MINNESOTA BEETHOVEN FESTIVAL POST OFFICE BOX 1143 WINONA MN 55987 263451875 501(C)3 5000 GENERAL SUPPORT MINNESOTA MARINE ART MUSEUM 800 RIVERVIEW DRIVE WINONA MN 55987 721580723 501(C)3 20000 GENERAL SUPPORT MINNESOTA STATE COLLEGE SOUTHEAST FOUNDATION 1250 HOMER ROAD POST OFFICE BOX 409 409 WINONA MN 55987 411540247 501(C)3 19000 GENERAL SUPPORT NORTH LIBERTY COMMUNITY PANTRY 85 NORTH JONES BOULEVARD NORTH LIBERTY IA 52317 421233284 501(C)3 5000 GENERAL SUPPORT PROJECT FINE COUNTY OFFICE BUILDING 202 WEST THIRD STREET WINONA MN 55987 411883675 501(C)3 19512 EMERGENCY ASSISTANCE READY SET SCHOOL 51 E 4TH ST SUITE 404 WINONA MN 55987 363500853 501(C)3 5000 GENERAL SUPPORT RIDGEWAY COMMUNITY SCHOOL 35564 COUNTY ROAD 12 HOUSTON MN 55943 412015115 501(C)3 8937 BK5K LAPTOPS ROTARY CLUB OF WINONA POST OFFICE BOX 963 WINONA MN 55987 416037532 501(C)3 19386 SERVICE WORK SAINT MARY'S UNIVERSITY OF MINNESOTA 700 TERRACE HEIGHTS 21 WINONA MN 55987 410695527 501(C)3 10000 GENERAL SUPPORT SEMCAC 204 ELM STREET PO BOX 549 RUSHFORD MN 55971 410907135 501(C)3 14138 GENERAL SUPPORT ST MATTHEWS LUTHERAN SCHOOL 766 WEST WABASHA STREET WINONA MN 55987 410705878 501(C)3 37588 BK5K - SURROUND CARE AND BUILDING REPAIR ST MARY'S CATHOLIC CHURCH 1303 WEST BROADWAY WINONA MN 55987 410721636 501(C)3 17100 GENERAL SUPPORT WINONA AREA CATHOLIC SCHOOLS 602 EAST 5TH STREET WINONA MN 55987 411559427 501(C)3 10000 GENERAL SUPPORT WINONA AREA HUMANE SOCIETY 1112 EAST BROADWAY POST OFFICE BOX 23 WINONA MN 55987 411743035 501(C)3 5000 GENERAL SUPPORT WINONA FAMILY YMCA 207 WINONA STREET WINONA MN 55987 410693890 501(C)3 113978 COMMUNITY GRANT AND BUILDING FUND WINONA HEALTH FOUNDATION 855 MANKATO AVENUE POST OFFICE BOX 5600 WINONA MN 55987 411879744 501(C)3 25000 GENERAL SUPPORT WINONA ORC INDUSTRIES INC 1053 EAST MARK STREET WINONA MN 55987 411225014 501(C)3 5000 GENERAL SUPPORT WINONA STATE UNIVERSITY FOUNDATION POST OFFICE BOX 5838 WINONA MN 55987 237079002 501(C)3 6560 GENERAL SUPPORT WINONA VOLUNTEER SERVICES 402 EAST SECOND STREET WINONA MN 55987 237376207 501(C)3 56912 DENTAL ACCESS, EMERGENCY ASSISTANCE AND GENERAL SUPPORT WSU BRIDGES HEALTH 175 W MARK ST WINONA MN 55987 411687554 501(C)3 7300 HEALTH AND WELLNESS COMMUNITY OUTREACH ALM CHARITIES PO BOX 478 ONALASKA WI 54650 392031449 501(C)3 5000 GENERAL SUPPORT ADVOCACY CENTER OF WINONA 100 LATSCH SQUARE SUITE 201 WINONA MN 55987 411356358 501(C)3 10204 EMERGENCY ASSISTANCE BENEDICTINE FOUNDATION 1347 WEST BROADWAY WINONA MN 55987 410850791 501(C)3 20000 GENERAL SUPPORT BETHLEHEM COLLEGE & SEMINARY 720 13TH AVE S MINNEAPOLIS MN 44415 270680532 501(C)3 25000 GENERAL SUPPORT BUFFALO COUNTY LAND & TRAILS TRUST INC PO BOX 74 ALMA WI 54610 471894376 501(C)3 8200 CONSTRUCTION OF BIKE TRAIL CAMP OLSON YMCA 4160 LITTLE BOY RD NE LONGVILLE MN 56655 410967781 501(C)3 25000 GENERAL SUPPORT WINONA SENIOR HIGH SCHOOL 901 GILMORE AVENUE WINONA MN 55987 416004475 501(C)3 7268 BK5K - FITNESS EQUIPMENT PART I, LINE 2: 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. GREAT RIVER SHAKESPEARE FESTIVAL DIRECTOR IS THE EXECUTIVE DIRECTOR OF THIS ORGANIZATION 22100 GRANTS GENERAL SUPPORT HABITAT FOR HUMANITY DIRECTOR IS THE EXECUTIVE DIRECTOR OF THIS ORGANIZATION 55253 GRANTS MERCHANTS BANK DIRECTOR IS AN EXECUTIVE WITH THE BANK 31636 INVESTMENT FEES 0 X 9404 295517 FMV ON DATE GIFT 0 0 0 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.