2019-11-06T14:04:46-06:00 2018-12-31 390912608 HAWKINS ASH CPAS LLP 500 S SECOND STREET SUITE 200 LA CROSSE WI 54601 990 2018-01-01 363500853 WINONA COMMUNITY FOUNDATION WINO 5074546511 51 EAST 4TH ST NO 314 WINONA MN 55987 BEAU VAN BEEK CHAIR 5074546511 2019-10-30 1 SANDRA JENSEN P01468300 6087847737 192.55.242.200 2019-10-30 12:37:48 CD P BDEBE321AF815D20D7F3E6FF06907EE5941B8DC6 BDEBE321AF815D20D7F3E6FF06907EE5941B8DC6 2018 2020-03-31 21:24:44Z BEAU VAN BEEK 51 EAST 4TH ST NO 314 WINONA MN 55987 7360491 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 2 14 0 0 1255199 1228453 39986 44165 581184 604015 16214 7143 1892583 1883776 1291010 1424968 0 0 119792 117762 0 0 33609 556679 434479 1967481 1977209 -74898 -93433 14150605 12693170 2496412 2366178 11654193 10326992 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 1830054 1424968 44166 CONNECTING DONORS WITH CHARITABLE NEEDS THROUGH DILIGENT STEWARDING OF DONATIONS, WINONA COMMUNITY FOUNDATION CONTINUED TO FOSTER ITS MISSION IN 2018 WITH 451 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. 1830054 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 4 0 1 2 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 BEAU VAN BEEK CHAIR 4.00 X X 0 0 0 HAMID AKBARI VICE CHAIR 2.00 X X 0 0 0 FRED FLETCHER TREASURER 2.00 X X 0 0 0 NANCY WILTGEN 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 JENNIFER BAERTSCH DIRECTOR 1.00 X 0 0 0 ANDREW GUZZO DIRECTOR 1.00 X 0 0 0 ERIC BARTELSON DIRECTOR 1.00 X 0 0 0 DENISE MCDOWELL DIRECTOR 1.00 X 0 0 0 KATHLEEN PETERSON DIRECTOR 1.00 X 0 0 0 BOB DETER DIRECTOR 1.00 X 0 0 0 JERRY PAPENFUSS DIRECTOR 1.00 X 0 0 0 JENI ARNOLD EXECUTIVE DIRECTOR 40.00 X 54196 0 5110 STEVE SMITH FINANCE DIRECTOR 40.00 X 48957 0 4706 103153 0 9816 0 0 0 0 0 1228453 209708 1228453 SERVICE FEES 523000 44165 44165 44165 341625 341625 5736766 5474376 262390 262390 262390 9482 2339 7143 7143 1883776 44165 0 611158 1424968 1424968 54196 8075 32184 13937 45341 6756 26925 11660 9816 1463 5829 2524 574 88 327 159 7835 1169 4643 2023 27902 27902 47176 47176 772 772 2539 2539 9561 1409 5761 2391 701 701 768 768 1500 1114 273 113 3210 474 1934 802 PROGRAM EXPENSES 336093 336093 PRINTING & PUBLICATIONS 2370 2370 MEMBERSHIP DUES 1215 1215 BANK FEES 637 533 104 35 35 1977209 1830054 113546 33609 342 59099 2273 2367 45923 42343 0 3580 10980277 9639218 3167713 2988906 14150605 12693170 13401 9929 26486 23373 2456525 2332876 2496412 2366178 X 4604236 4097310 5712774 4883160 1337183 1346522 11654193 10326992 14150605 12693170 -93433 -1233768 0 X X 0 1 X 1 0 X 588234 1179531 1183998 1255199 1228453 5435415 588234 1179531 1183998 1255199 1228453 5435415 1168945 4266470 220381 308589 124717 291636 341625 1286948 -111 3327 23362 26578 2739 3672 32248 16214 54873 6803814 0.62710 0.60600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53 578616 547203 2637814 1 1 2590095 9339 -161061 200536 2237837 2163964 196886 378353 149108 2590095 2094826 932 145930 77724 2163964 2203881 767 -15495 94327 2094826 2203689 2860 90666 93334 2203881 0.15010 0.60170 0.24820 1 0 45923 42343 3580 3580 MFS SER TR EMERG GRW I 1109315 F HARTFORD MUT FDS CORE EQUITY I 834526 F AMERICAN BEACON FDS AMBBWAY LC INSTL 1045065 F 2988906 AGENCY FUNDS 2332876 2332876 X 602832 -1233768 -1233768 1836600 47176 47176 1883776 1930033 0 1930033 47176 47176 1977209 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, 2018 AND 2017, 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 20149 EMERGENCY ASSISTANCE CATHOLIC CHARITIES DIOCESE OF WINONA 55 WEST SANBORN WINONA MN 55987 410721636 501(C)3 27637 EMERGENCY ASSISTANCE CITY OF WINONA PO BOX 1247 WINONA MN 55987 416005651 CITY OF WINONA 28000 LAKE PARK ROSE GARDEN IMPROVEMENTS GREAT RIVER SHAKESPEARE FESTIVAL PO BOX 1434 WINONA MN 55987 010765907 501(C)3 45000 GENERAL SUPPORT HABITAT FOR HUMANITY PO BOX 1183 WINONA MN 55987 411755549 501(C)3 28500 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 5000 GENERAL SUPPORT SAINT MARY'S UNIVERSITY OF MINNESOTA 700 TERRACE HEIGHTS WINONA MN 55987 410695527 501(C)3 40000 GENERAL SUPPORT, ADDITION TO SCHOLARSHIP FUND, LAND ACQUISITION SON MINISTRIES 2300 LYTHAM ROAD COLUMBUS OH 43220 264449380 501(C)3 5000 GENERAL SUPPORT ST MARY'S CATHOLIC CHURCH 1303 WEST BROADWAY WINONA MN 55987 410721636 501(C)3 10000 GENERAL SUPPORT WINONA AREA PUBLIC SCHOOLS 1570 HOMER ROAD WINONA MN 55987 411707738 501(C)3 55005 PROGRAMS WINONA FAMILY YMCA 207 WINONA STREET WINONA MN 55987 410693890 501(C)3 108900 BUILDING CAMPAIGN, GENERAL SUPPORT, BUILDING CAPITAL FUND WINONA VOLUNTEER SERVICES PO BOX 1069 WINONA MN 55987 237376207 501(C)3 18726 EMERGENCY ASSISTANCE YMCA CAMP OLSON PO BOX 1183 LONGVILLE MN 56655 410967781 501(C)3 18000 DINING HALL ALM FOUNDATION 920 10TH AVENUE NORTH ONALASKA WI 54650 392031449 501(C)3 5000 GENERAL SUPPORT BLUE ANGELS GYMNASTICS 20256 WEST MILL STREET GALESVILLE WI 54605 391848548 501(C)3 37500 CONCRETE FLOOR & SEALANT CHRISTIAN CROSSINGS 210 BENSON DRIVE LEWISTON MN 55952 260109286 501(C)3 5000 STEM BASED LEARNING PROGRAM COCHRANE-FOUNTAIN CITY SCHOOL DISTRICT S2770 STATE HIGHWAY 35 FOUNTAIN CITY WI 54629 396023973 501(C)3 75000 SCOREBOARD, STORAGE SHED, FENCING ENGAGE WINONA 119 E 3RD ST PO BOX 455 WINONA MN 55987 822726124 501(C)3 12000 GENERAL SUPPORT EURO FOOTBALL CLUB PO BOX 1560 WINONA MN 55987 200140313 501(C)3 5000 FIELD PAINT, STRIPER & GOALS FAMILY AND CHILDREN'S CENTER 601 FRANKLIN STREET WINONA MN 55987 390321863 501(C)3 23499 GENERAL SUPPORT GALE-ETTRICK-TREMPEALEAU SCHOOL 17511 NORTH MAIN STREET GALESVILLE WI 54630 474987751 501(C)3 20413 EQUIPMENT AND VARIOUS SPORTS IMPROVEMENTS HOME & COMMUNITY OPTIONS INC 66 EAST THIRD STREET WINONA MN 55987 411278194 501(C)3 8627 GENERAL SUPPORT HOPE LUTHERN HIGH SCHOOL 253 LIBERTY STREET WINONA MN 55987 611451450 501(C)3 20000 BUILDING FUND LEWISTONALTURA PUBLIC SCHOOLS 105 FREMONT STREET LEWISTON MN 55952 311682748 501(C)3 11695 VARIOUS PROGRAMS LIVE WELL WINONA 855 MANKATO AVENUE WINONA MN 55987 453913124 501(C)3 5000 GENERAL SUPPORT MINNESOTA CONSERVATORY FOR THE ARTS 1164 WEST 10TH STREET WINONA MN 55987 410695527 501(C)3 5000 MUSICAL INSTRUMENTS & EQUIPMENT MINNESOTA MARINE ART MUSEUM 800 RIVERVIEW DRIVE WINONA MN 55987 711580723 501(C)3 5000 GENERAL SUPPORT MN STATE COLLEGE - SE TECH FOUNDATION 1250 HOMER ROAD PO 409 WINONA MN 55987 411540247 501(C)3 55000 GENERAL SUPPORT NORTH LIBERTY COMMUNITY PANTRY 85 NORTH JONES BOULEVARD NORTH LIBERTY IA 52317 421233284 501(C)3 5000 GENERAL SUPPORT REDEEMER LUTHERN CHURCH 1664 KRAEMER DRIVE WINONA MN 55987 410964060 501(C)3 10000 FENCING RIVER ARTS ALLIANCE 625 WALNUT STREET WINONA MN 55987 352484968 501(C)3 7000 GENERAL SUPPORT SCHOOL SISTERS NOTRE DAME 170 GOOD COUNSEL DRIVE MANKATO MN 56001 410693976 501(C)3 11000 GENERAL SUPPORT WILLIAM THOMPSON DREDGE 615 PRAIRIE ISLAND ROAD WINONA MN 55987 274554827 501(C)3 5000 MINNESOTA CENTENNIAL SHOWBOAT WINONA AREA CATHOLIC SCHOOLS 1115 WEST BROADWAY WINONA MN 55987 411559427 501(C)3 5143 FURNITURE, EQUIPMENT & LEARNING MAT WINONA AREA CHAMBER OF COMMERCE FOUNDATION 902 EAST 2ND STREET SUITE 120 WINONA MN 55987 411796326 501(C)3 6683 GENERAL SUPPORT WINONA COUNTY DAC 1771 WEST SERVICE DR WINONA MN 55987 410871492 501(C)3 7090 GENERAL SUPPORT WINONA SENIOR FRIENDSHIP CENTER ACTIVITY COU 251 MAIN STREET WINONA MN 55987 363463192 501(C)3 5000 GENERAL SUPPORT 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 45000 GRANT GENERAL SUPPORT X 2580 209708 AVE HI/LOW 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. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.