2020-02-27T08:21:43-06:00 2019-06-30 410746749 CLIFTONLARSONALLEN LLP 200 EAST WASHINGTON STREET PO BOX 1739 APPLETON WI 54912 990 2018-07-01 203096562 WOMEN'S FUND FOR THE FOX VALLEY REGION INC WOME 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 AMY VAN STRATEN BOARD PRESIDENT 9208301290 2020-02-21 1 MICHAEL VANDENHOGEN P00499282 9207318111 2020-02-21 67.137.57.251 2020-02-21 13:02:30 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 28E92F88E5E5D07B57EDDC0F1367E570EA54457C 2018 2020-09-23 17:36:50Z AMY VAN STRATEN 4455 W LAWRENCE ST APPLETON WI 54914 1661967 0 X WWW.WOMENSFUNDFVR.ORG X 2005 WI INVEST IN WOMEN AND GIRLS THROUGH GRANTS, ADVOCACY, AND EDUCATION. 14 14 0 60 0 0 352840 312399 0 0 119559 79043 32829 36111 505228 427553 191519 156829 0 0 158362 166045 0 0 14613 78003 55244 427884 378118 77344 49435 2404350 2443623 10259 14982 2394091 2428641 X TO CREATE, PROMOTE AND SUPPORT PROGRAMS THAT HELP WOMEN AND GIRLS PRIMARILIY IN THE FOX VALLEY AREA OF WISCONSIN MANAGE AND ENHANCE THEIR LIVES THROUGH GRANTS, ADVOCACY AND EDUCATION. 0 0 326332 156829 THE WOMEN'S FUND FOR THE FOX VALLEY REGION PROVIDED 57 GRANTS TO 26 DIFFERENT ORGANIZATIONS TO SUPPORT LEADERSHIP DEVELOPMENT AND POSITIVELY IMPACT THE HEALTH, SAFETY AND ECONOMIC SECURITY OF WOMEN AND GIRLS IN THE FOX VALLEY REGION. THE WOMEN'S FUND CONTINUE 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. WE ALSO LAUNCHED A COMPANION PROGRAM, EMPOWHER, WHICH IS FOR YOUNG WOMEN WITHOUT CHILDREN. GRANT MAKING INCLUDED AN EIGHTH YEAR OF OUR SUCCESSFUL GIRLS' GRANT MAKING 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 YOUNG SINGLE MOMS IN POVERTY AND HOW WE CAN ADDRESS THEIR NEEDS TO END THE GENERATIONAL CYCLE OF POVERTY. THE PANEL PRECEDED OUR 18TH ANNUAL LUNCHEON EVENT WHICH FEATURED KEYNOTE SPEAKER, MAJOR GENERAL MARCIA ANDERSON, A WISCONSIN NATIVE AND THE FIRST AFRICAN-AMERICAN WOMAN TO ACHIEVE THE FEDERALLY RECOGNIZED RANK OF MAJOR GENERAL IN THE UNITED STATES ARMY. IN MARCH, WE HELD OUR FOURTH ANNUAL WOMEN'S PHILANTHROPY FORUM ("PHILANTHROPY MATTERS") TO INSPIRE WOMEN ABOUT HOW THEY CAN FIND THEIR PASSION AND PHILANTHROPIC INTERESTS. A PANEL OF LOCAL WOMEN PHILANTHROPISTS SHARED WHAT INSPIRED THEM ON THEIR PHILANTHROPIC JOURNEY. WE ESTIMATE OVER 3,000 FOX VALLEY WOMEN AND GIRLS WILL BENEFIT FROM OUR FY19 GRANTS AND PROGRAMS AND AN ADDITIONAL 1200 PEOPLE WILL LEARN ABOUT THE NEEDS OF WOMEN AND GIRLS IN THE FOX VALLEY AND HOW THEY CAN MAKE AN IMPACT THROUGH PHILANTHROPY. 326332 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 3 4 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 14 14 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 SARA MICHELETTI PAST PRESIDENT AND DIRECTOR 0.50 X X 0 0 0 GINA VANDEN HEUVEL DIRECTOR 0.50 X 0 0 0 LORI HOERSCH DIRECTOR 0.50 X 0 0 0 MARJORIE SUTTER 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 FLORENCE MAKOPE SECRETARY/TREASURER AND DIRECTOR 0.50 X X 0 0 0 LISA JERMAIN DIRECTOR 0.50 X 0 0 0 BETH BOWERS 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 BECKY BOULANGER PAST EXECUTIVE DIRECTOR 40.00 X 0 84338 2530 JULIE KELLER EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 84338 2530 0 0 0 0 COMMUNITY FOUNDATION FOR THE FOX VALLEY 4455 W LAWRENCE ST APPLETON WI 54914 LEASED EMPLOYEES AND ADMINISTRATIVE FEES 184304 1 103500 33075 175824 31113 312399 47450 47450 1238880 1207287 31593 31593 31593 51458 103500 27127 24331 24331 11780 0 11780 11780 427553 0 0 115154 156829 156829 79589 68447 4775 6367 86256 74180 5175 6901 200 172 12 16 20840 10420 10420 5620 5620 9421 9421 2103 1353 750 7494 6468 441 585 4206 3618 252 336 2367 2015 151 201 1660 1427 100 133 EDUCATION & TRAINING 1533 1403 56 74 378118 326332 37173 14613 200 200 22033 10500 5960 5960 0 0 249783 1359049 2132334 1073874 2404350 2443623 3119 3317 7140 11665 10259 14982 X 2372058 2418141 22033 10500 2394091 2428641 2404350 2443623 49435 -14885 0 X 0 1 X 1 0 X X 1 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 391548450 8 1 20840 0 1 20840 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 34 24 28932 306944 14345 163998 529738 1788117 1 1 5960 5960 0 0 EQUITIES 335488 F FIXED INCOME 152455 F HEDGE FUNDS 457367 F VENTURE CAPITAL 123135 F REAL ESTATE 5429 F 1073874 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 325681 0 0 0 0 0 0 325681 0 325681 0 0 1 1 1 0 PART I, LINE 3: COLUMN F INCLUDES $325,681 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. LUNCHEON2018 91720 42000 49720 18337 6662 LUNCHEON2019 61500 61500 153220 103500 49720 18337 6662 24999 24721 1 CAP SERVICES 821 E 1ST AVE STE 3 APPLETON WI 54911 391080897 501(C)3 12500 JOB SKILLS TRAINING FOR LOW INCOME WOMEN. FOX VALLEY LITERACY COUNCIL INC 130 E FRANKLIN ST APPLETON WI 54911 391682277 501(C)3 12500 ELL PROGRAM FOR WOMEN IN CLINTONVILLE WITH MENTORING AND TUTORING FOR THEIR CHILDREN SOAR FOX CITIES INC 211 E FRANKLIN ST STE A APPLETON WI 54911 753202931 501(C)3 10000 HEALTH EDUCATION AND VIOLENCE PREVENTION PROGRAM FOR WOMEN WITH DISABILITIES BOYS & GIRLS CLUBS OF THE FOX VALLEY 160 S BADGER AVE APPLETON WI 54914 391225709 501(C)3 6100 PROGRAM TO CLOSE THE GRADUATION RATE GAP FOR AFRICAN-AMERICAN STUDENTS FOX VALLEY TECHNICAL COLLEGE FOUNDATION PO BOX 2277 APPLETON WI 54912 391264389 501(C)3 58125 TWO-GENERATIONAL PROGRAMING TO REMOVE BARRIERS TO POST-SECONDARY EDUCATION FOR YOUNG MOTHERS AND IMPROVE SCHOOL READINESS FOR THEIR CHILDREN, AND AN ALTERNATIVE HIGH SCHOOL PROGRAM FOR GIRLS GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES INC 4693 N LYNNDALE DR APPLETON WI 54913 391016314 501(C)3 10500 REACHING OUT PROGRAM FOR GIRLS WHO DO NOT HAVE ACCESS TO THE TRADITIONAL GIRL SCOUTING EXPERIENCE AND BRING GIRL SCOUTS TO GIRLS WHERE THEY ARE OUTAGAMIE COUNTY 410 S WALNUT ST APPLETON WI 54911 396005724 GOVERNMENT 10000 PRETRIAL FINANCIAL EQUITY PROGRAM FOR INCARCERATED WOMEN THEDACARE FAMILY OF FOUNDATIONS 1818 N MEADE ST APPLETON WI 54911 464112255 501(C)3 10732 TRANSPORTATION ASSISTANCE FOR BREAST CANCER PATIENTS 8 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 4 31113 FMV ON DONATION DATE 0 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 DURING THE MONTH OF APRIL, AFTER A REVIEW OF MONITORING REPORTS BY A SUB-COMMITTEE OF THE BOARD OF DIRECTORS RECEIVED IN THE LAST YEAR, 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