2020-11-02T13:54:00-06:00 2019-12-31 390912608 HAWKINS ASH CPAS LLP 500 S SECOND STREET SUITE 200 LA CROSSE WI 54601 990 2019-01-01 363500853 WINONA COMMUNITY FOUNDATION WINO 5074546511 111 RIVERFRONT NO 2E WINONA MN 55987 ROBERT DETER CHAIR 5074546511 2020-10-14 1 SANDRA JENSEN P01468300 6087847737 192.55.242.200 2020-10-14 14:43:49 CD P E9341BC7A264520C1A215C5782C3EAF639467B22 E9341BC7A264520C1A215C5782C3EAF639467B22 2019 2021-01-29 14:40:06Z ROBERT DETER 51 EAST 4TH ST NO 314 WINONA MN 55987 9956575 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. 13 13 4 13 0 0 1228453 1767999 44165 46604 604015 602813 7143 145000 1883776 2562416 1424968 1241100 0 0 117762 130099 0 0 26845 434479 415737 1977209 1786936 -93433 775480 12693170 15075032 2366178 2626891 10326992 12448141 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 1591144 1241100 191604 CONNECTING DONORS WITH CHARITABLE NEEDS THROUGH DILIGENT STEWARDING OF DONATIONS, WINONA COMMUNITY FOUNDATION CONTINUED TO FOSTER ITS MISSION IN 2019 WITH 480 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. 1591144 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 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 51 EAST 4TH ST NO 314 WINONA MN 55987 HAMID AKBARI CHAIR 4.00 X X 0 0 0 BOB DETER VICE CHAIR 2.00 X X 0 0 0 FRED FLETCHER TREASURER 2.00 X X 0 0 0 KATHLEEN PETERSON SECRETARY 2.00 X X 0 0 0 KELLEY OLSON PAST CHAIR 1.00 X 0 0 0 TOM WYNN DIRECTOR 1.00 X 0 0 0 CHERI EDDY CRIGLER DIRECTOR 1.00 X 0 0 0 ANDREW GUZZO DIRECTOR 1.00 X 0 0 0 AMANDA HEDLUND DIRECTOR 1.00 X 0 0 0 DENISE MCDOWELL DIRECTOR 1.00 X 0 0 0 BEAU VAN BEEK PAST CHAIR 1.00 X 0 0 0 AARON YOUNG DIRECTOR 1.00 X 0 0 0 JERRY PAPENFUSS DIRECTOR 1.00 X 0 0 0 NANCY BROWN EXECUTIVE DIRECTOR 40.00 X 54596 0 2615 SARA BRANDON FINANCE DIRECTOR 20.00 X 20933 0 692 75529 0 3307 0 0 0 0 0 1767999 643061 1767999 SERVICE FEES 523000 46604 46604 46604 252566 252566 7744406 7394159 350247 350247 350247 LITIGATION REVENUE 900099 145000 145000 145000 2562416 191604 0 602813 1241100 1241100 78836 19709 44345 14782 38389 9597 21594 7198 5014 1254 2820 940 527 132 296 99 7333 1833 4125 1375 70827 70827 47965 47965 4446 445 4001 7358 7358 9472 2368 5328 1776 119 119 3039 3039 1700 1263 309 128 2821 705 1587 529 PROGRAM EXPENSES 262696 262696 MEMBERSHIP DUES 2162 2162 BANK FEES 2096 1754 342 PRINTING & PUBLICATIONS 876 44 814 18 160 160 1786936 1591144 168947 26845 59099 71699 145000 2367 478 45923 44043 3580 1880 9639218 11463153 2988906 3392822 12693170 15075032 9929 11231 23373 0 2332876 2615660 2366178 2626891 X 4097310 5350373 6229682 7097768 10326992 12448141 12693170 15075032 775480 1345670 -1 0 X X 0 1 X 1 0 X 1179531 1183998 1255199 1228453 1767999 6615180 1179531 1183998 1255199 1228453 1767999 6615180 1996335 4618845 308589 124717 291636 341625 204601 1271168 3327 23362 26689 3672 32248 16214 52134 7965171 0.57990 0.62710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 73 909354 589445 3337850 1 1 2237837 360241 492030 121406 2968702 2590095 9339 -161061 200536 2237837 2163964 196886 378353 149108 2590095 2094826 932 145930 77724 2163964 2203881 767 -15495 94327 2094826 0.23090 0.45360 0.31550 1 0 45923 44043 1880 1880 MFS SER TR EII GROWTH CL R^ 1246987 F HARTFORD MUT FDS CORE EQUITY I 953994 F BMO FDS INC BMO VID INCM I 1191841 F 3392822 AGENCY FUNDS 2615660 2615660 X 3860121 1345670 1345670 2514451 47965 47965 2562416 1738971 0 1738971 47965 47965 1786936 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, 2019 AND 2018, 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 BLUFF COUNTY FAMILY RESOURCES PO BOX 294 HOKAH MN 55941 411502808 501(C)3 18872 EMERGENCY ASSISTANCE CATHOLIC CHARITIES DIOCESE OF WINONA 55 WEST SANBORN WINONA MN 55987 410721636 501(C)3 7777 EMERGENCY ASSISTANCE GREAT RIVER SHAKESPEARE FESTIVAL PO BOX 1434 WINONA MN 55987 010765907 501(C)3 31500 GENERAL SUPPORT HABITAT FOR HUMANITY PO BOX 1183 WINONA MN 55987 411755549 501(C)3 9390 GENERAL SUPPORT MARQUETTE UNIVERSITY MARQUETTE FUND BIN 88388 MILWAUKEE WI 53288 390806251 501(C)3 10000 ADDITION TO SCHOLARSHIP FUND MINNESOTA BEETHOVEN FESTIVAL PO BOX 1143 WINONA MN 55987 263451875 501(C)3 9300 GENERAL SUPPORT SAINT MARY'S UNIVERSITY OF MINNESOTA 700 TERRACE HEIGHTS WINONA MN 55987 410695527 501(C)3 10000 GENERAL SUPPORT, ADDITION TO SCHOLARSHIP FUND, LAND ACQUISITION ST MARY'S CATHOLIC CHURCH 1303 WEST BROADWAY WINONA MN 55987 410721636 501(C)3 31000 GENERAL SUPPORT WINONA AREA PUBLIC SCHOOLS 1570 HOMER ROAD WINONA MN 55987 411707738 501(C)3 68428 PROGRAMS WINONA FAMILY YMCA 207 WINONA STREET WINONA MN 55987 410693890 501(C)3 266586 BUILDING CAMPAIGN, GENERAL SUPPORT, BUILDING CAPITAL FUND WINONA VOLUNTEER SERVICES PO BOX 1069 WINONA MN 55987 237376207 501(C)3 54073 EMERGENCY ASSISTANCE YMCA CAMP OLSON PO BOX 1183 LONGVILLE MN 56655 410967781 501(C)3 10000 DINING HALL ENGAGE WINONA 119 E 3RD ST PO BOX 455 WINONA MN 55987 822726124 501(C)3 5000 GENERAL SUPPORT EURO FOOTBALL CLUB PO BOX 1560 WINONA MN 55987 200140313 501(C)3 5000 FIELD PAINT, STRIPER & GOALS GALE-ETTRICK-TREMPEALEAU SCHOOL 17511 NORTH MAIN STREET GALESVILLE WI 54630 474987751 501(C)3 12994 EQUIPMENT AND VARIOUS SPORTS IMPROVEMENTS HOME & COMMUNITY OPTIONS INC 66 EAST THIRD STREET WINONA MN 55987 411278194 501(C)3 16300 GENERAL SUPPORT HOPE LUTHERN HIGH SCHOOL 253 LIBERTY STREET WINONA MN 55987 611451450 501(C)3 18422 BUILDING FUND LEWISTONALTURA PUBLIC SCHOOLS 105 FREMONT STREET LEWISTON MN 55952 311682748 501(C)3 8445 VARIOUS PROGRAMS MINNESOTA CONSERVATORY FOR THE ARTS 1164 WEST 10TH STREET WINONA MN 55987 410695527 501(C)3 34431 MUSICAL INSTRUMENTS & EQUIPMENT MINNESOTA MARINE ART MUSEUM 800 RIVERVIEW DRIVE WINONA MN 55987 711580723 501(C)3 5400 GENERAL SUPPORT MN STATE COLLEGE - SE TECH FOUNDATION 1250 HOMER ROAD PO 409 WINONA MN 55987 411540247 501(C)3 10000 GENERAL SUPPORT NORTH LIBERTY COMMUNITY PANTRY 85 NORTH JONES BOULEVARD NORTH LIBERTY IA 52317 421233284 501(C)3 5000 GENERAL SUPPORT WINONA AREA CATHOLIC SCHOOLS 1115 WEST BROADWAY WINONA MN 55987 411559427 501(C)3 15014 FURNITURE, EQUIPMENT & LEARNING MAT 100 MILE CLUB 2191 5TH STREET NORCO CA 92860 208425786 501(C)3 30000 BK5K YOUTH APPLE TREE DENTAL 8960 SPRINGBROOK DRIVE NW SUITE 150 COON RAPIDS MN 55433 363411437 501(C)3 10820 GENERAL SUPPORT BIG BROTHERS BIG SISTERS OF THE 7 RIVERS REGION 51 EAST 4TH STREET SUITE 401 WINONA MN 55987 391762460 501(C)3 13105 GENERAL SUPPORT CATHEDRAL OF THE SACRED HEART 360 MAIN STREET WINONA MN 55987 410732499 501(C)3 12400 GENERAL SUPPORT CATHOLIC CHARITIES OF SOUTHERN MN 111 MARKET STREET PO BOX 379 WINONA MN 55987 410721636 501(C)3 45406 GENERAL SUPPORT CATHOLIC FOUNDATION OF SOUTHERN MN 55 WEST SANBORN WINONA MN 55987 411691198 501(C)3 7700 GENERAL SUPPORT COTTER SCHOOLS 1115 WEST BROADWAY WINONA MN 55987 411727989 501(C)3 13037 GENERAL SUPPORT FOOD FOR THE POOR INC 6401 LYONS ROAD COCONUT CREEK FL 33073 592174510 501(C)3 5000 GENERAL SUPPORT GALE-ETTRICK-TREMPEALEAU ATHLETIC BOOSTER CLUB 17511 N MAIN STREET GALESVILLE WI 54630 396002164 501(C)3 16527 GENERAL SUPPORT IMMANUEL LUTHERAN SCHOOL 22591 COUNTY RD 25 LEWISTON MN 55952 416006572 501(C)3 11608 GENERAL SUPPORT MANITOU CENTER 686 WEST 5TH STREET WINONA MN 55987 814446858 501(C)3 10000 COMMUNITY GRANT MIDWEST MUSIC FEST PO BOX 1465 WINONA MN 55987 464958792 501(C)3 7500 GENERAL SUPPORT OUR LADY HELP OF CHRISTIANS PARISH 573 WASHINGTON STREET NEWTON MA 24580 042106209 501(C)3 7800 GENERAL SUPPORT RECREATION ALLIANCE OF WINONA 452 E 3RD STREET WINONA MN 55987 821260697 501(C)3 65000 GENERAL SUPPORT RIDGEWAY COMMUNITY SCHOOL 35564 COUNTY RD 12 HOUSTON MN 55943 412015115 501(C)3 12864 GENERAL SUPPORT SEMCAC 204 ELM STREET PO BOX 549 RUSHFORD MN 55971 410907135 501(C)3 24780 GENERAL SUPPORT ST MARTIN'S SCHOOL 253 LIBERTY STREET WINONA MN 55987 410693986 501(C)3 5000 GENERAL SUPPORT ST PAUL EPISCOPAL CHURCH 265 LAFAYETTE STREET WINONA MN 55987 410693987 501(C)3 10000 GENERAL SUPPORT UPPER ARLINGTON LUTHERAN CHURCH 2300 LYTHAM RD COLUMBUS OH 43220 310670665 501(C)3 5000 GENERAL SUPPORT WINONA ORC INDUSTRIES INC 1053 EAST MARK STREET WINONA MN 55987 411225014 501(C)3 14600 GENERAL SUPPORT WINONA SENIOR HIGH SCHOOL 901 GILMORE AVENUE WINONA MN 55987 416004759 501(C)3 7935 IN-KIND WINONA STATE UNIVERSITY FOUNDATION PO BOX 55987 WINONA MN 55987 237079002 501(C)3 20300 GENERAL SUPPORT WOMEN'S RESOURCE CENTER OF WINONA 100 LATSCH SQUARE SUITE 201 WINONA MN 55987 411356358 501(C)3 18098 GENERAL SUPPORT WOODLAWN CEMETARY ASSOCIATION 506 W LAKE BLVD WINONA MN 55987 410619561 501(C)3 7000 GENERAL SUPPORT WORLD WIDE VILLAGE 403 JACKSON STREET SUITE 308 RAMSEY MN 55303 412014011 501(C)3 5000 GENERAL SUPPORT 48 48 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 DEVELOPMENT DIRECTOR OF THIS ORGANIZATION 31500 GRANT GENERAL SUPPORT X 5438 643061 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.