2019-11-12T15:37:33-06:00 2018-12-31 390758449 WIPFLI LLP 3703 OAKWOOD HILLS PKWY/PO BOX 690 EAU CLAIRE WI 547020690 990 2018-01-01 391891064 EAU CLAIRE COMMUNITY FOUNDATION EAUC 7155523801 306 SOUTH BARSTOW ST NO 104 EAU CLAIRE WI 54701 SUE BORNICK EXECUTIVE DIRECTOR 7155523801 2019-11-08 1 JESSICA NATUS P01799381 7158323407 2019-11-08 4.30.113.218 2019-11-08 09:16:24 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 721341444C4C40BD1B614EC038E8AAAD53CD15E7 2018 2020-01-14 16:20:31Z SUE BORNICK 306 SOUTH BARSTOW ST STE 104 EAU CLAIRE WI 54701 13041654 0 X WWW.ECCOMMUNITYFOUNDATION.ORG X 1997 WI TO ESTABLISH ENDOWED FUNDS THAT WILL BENEFIT THE EAU CLAIRE COMMUNITY TODAY AND IN THE FUTURE. 16 16 5 50 0 0 3471903 2987491 0 0 637871 726633 24605 27989 4134379 3742113 4249975 2537756 0 0 170028 183915 0 0 123463 76322 120071 4496325 2841742 -361946 900371 20356274 20322791 2477940 3197495 17878334 17125296 X WE STRENGTHEN OUR COMMUNITY BY OFFERING DONORS OPPORTUNITIES TO ESTABLISH CHARITABLE LEGACIES, BY MAKING GRANTS, AND BY SERVING AS A CATALYST TO ADDRESS COMMUNITY NEEDS. 0 0 2662824 2537756 27989 THE EAU CLAIRE COMMUNITY FOUNDATION HELPS COMMUNITY MEMBERS SUPPORT LOCAL CHARITIES BY ALLOWING THEM TO CONTRIBUTE TO EXISTING FUNDS AT THE FOUNDATION OR ESTABLISH THEIR OWN FUNDS. WE ALSO FACILITATE PASS-THROUGH GIFTS. IN 2018, WE PROVIDED 348 GRANTS TO NONPROFIT ORGANIZATIONS, INCLUDING: $6,000 TO THE CHIPPEWA VALLEY RAILROAD FOUNDATION FOR ITS WEST BRANCH LINE PROJECT IN CARSON PARK, $10,234 TO WORKFORCE RESOURCE, INC. FOR CAREER READINESS BOOTCAMPS, $5,000 TO THE FRIENDS OF BEAVER CREEK RESERVE FOR A PICNIC TABLE IMPROVEMENT AREA, $10,000 TO THE FAMILY PROMISE OF THE CHIPPEWA VALLEY FOR RENTAL ASSISTANCE FOR HOMELESS FAMILIES WITH CHILDREN.ONE OF THE 14 NEW FUNDS CREATED IN 2018 WAS THE FUERSTENBERG FAMILY FUND, WHICH SUPPORTS EDUCATIONAL OPPORTUNITIES IN THE CHIPPEWA VALLEY.WE PROVIDE EDUCATIONAL SUPPORT AND CONSULTATION TO AREA NONPROFIT ORGANIZATIONS REGARDING PLANNED GIVING AND ENDOWMENT BUILDING. WE ENCOURAGE COMMUNITY PHILANTHROPY THROUGH SEVERAL EVENTS, INCLUDING SPONSORING THE ANNUAL FALL EDUCATIONAL EVENT WITH THE WOMEN'S GIVING CIRCLE. WE ALSO DISTRIBUTE INFORMATION ABOUT PHILANTHROPY THROUGH OUR WEBSITE AND NEWSLETTERS. IN ADDITION, WE HOST FORUMS TO PROMOTE PHILANTHROPY AND PROVIDE INFORMATION TO OUR DONORS, AND WE PROVIDE ASSISTANCE FOR NONPROFIT ORGANIZATIONS IN THEIR GRANT-SEEKING ACTIVITIES. THROUGH OUR WORK WITH DONORS, GRANTEES, AND OTHER COMMUNITY MEMBERS, WE'RE HELPING INCREASE THE QUALITY OF LIFE IN THE EAU CLAIRE AREA. 2662824 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 5 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X SUE BORNICK 7155523801 306 SOUTH BARSTOW ST 104 EAU CLAIRE WI 54701 SUZANNE ASHLEY TRUSTEE 1.00 X 0 0 0 KIM BODEAU TRUSTEE 1.00 X 0 0 0 LINDA DANIELSON TRUSTEE 1.00 X 0 0 0 PHIL HAPPE TRUSTEE 1.00 X 0 0 0 CHRIS HASENBERG TRUSTEE 1.00 X 0 0 0 TOM LARSON TRUSTEE 1.00 X 0 0 0 LEE MAYER TRUSTEE 1.00 X 0 0 0 SHERRY MOHR TRUSTEE 1.00 X 0 0 0 TIM PABICH TRUSTEE 1.00 X 0 0 0 WAYNE PETERS TRUSTEE 1.00 X 0 0 0 DALE WOOD TRUSTEE 1.00 X 0 0 0 LAURA TALLEY CHAIR 1.00 X X 0 0 0 MARK FAANES PAST CHAIR 1.00 X X 0 0 0 KARL MURCH VICE CHAIR 1.00 X X 0 0 0 LAURIE KLINKHAMMER SECRETARY 1.00 X X 0 0 0 LOIS KRAUSE TREASURER 1.00 X X 0 0 0 SUE BORNICK EXECUTIVE DIRECTOR 40.00 X 65765 0 0 65765 0 0 0 0 0 0 0 2987491 538645 2987491 346449 346449 9679725 9299541 380184 380184 380184 ADMINISTRATIVE FEE 561000 27989 27989 27989 3742113 27989 0 726633 2537756 2537756 65765 21922 21922 21921 98903 43612 3853 51438 4443 4443 1726 1726 13078 13078 12675 5797 3848 3030 2078 2078 9115 6132 2983 13214 5814 4361 3039 2923 2923 1535 675 507 353 2059 906 679 474 EQUIPMENT EXPENSE 27552 3151 14379 10022 COMMUNITY EVENTS EXPENS 5730 5730 DUES AND MEMBERSHIP EXP 3888 3888 AWARENESS EXPENSE 2623 2623 36679 5571 31108 2841742 2662824 55455 123463 1464804 2028353 2599204 1603881 0 454 0 3450 51864 50219 3180 1645 16289086 16661941 0 23067 20356274 20322791 15992 21961 5324 5200 2456624 3170334 2477940 3197495 X 8680312 7926686 8900307 9198610 297715 0 17878334 17125296 20356274 20322791 X 900371 -1657540 4649 -518 X X 0 1 X 1 0 X 1945384 5973287 3115322 3471903 2987491 17493387 1945384 5973287 3115322 3471903 2987491 17493387 2975269 14518118 160815 361082 374682 230544 346449 1473572 18966959 131699 0.76540 0.81120 X 62 957095 559890 6848818 1 1 2456624 1165640 -161933 245700 0 44297 3170334 2004386 361514 308640 68531 110496 38889 2456624 1780356 243474 147260 23090 107433 36181 2004386 1723599 442238 -54398 198359 103800 28924 1780356 1087784 858567 55407 134939 112451 30769 1723599 1.00000 0.00000 0.00000 0 0 4147 4147 0 47717 46072 1645 1645 AGENCY ENDOWMENT FUNDS 3170334 3170334 X PART X, LINE 2: THE FOUNDATION HAS BEEN GRANTED TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND WISCONSIN STATUTE. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE AND CHARITABLE CONTRIBUTIONS BY DONORS ARE TAX DEDUCTIBLE. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2018. 1 BIG BROTHERS BIG SISTERS 7 RIVERS REGION 313 4TH ST S LA CROSSE WI 54601 391762460 501(C)(3) 75000 UNRESTRICTED BIG BROTHERS BIG SISTERS OF NORTHWESTERN WISCONSIN 424 GALLOWAY ST EAU CLAIRE WI 547033512 237311200 501(C)(3) 13190 1 TO 1 YOUTH MENTORING, UNRESTRICTED BOLTON REFUGE HOUSE INC PO BOX 482 EAU CLAIRE WI 54702 391302222 501(C)(3) 5912 SECURITY FENCING, UNRESTRICTED BOYS AND GIRLS CLUB OF THE GREATER CHIPPEWA VALLEY INC 1005 OXFORD AVE EAU CLAIRE WI 54703 392032491 501(C)(3) 61300 MEDIA MAKING, UNRESTRICTED CATHOLIC CHARITIES OF THE DIOCESE OF LA CROSSE PO BOX 266 LA CROSSE WI 54602 391896823 501(C)(3) 11595 BED BUG HEATING MACHINE, SOJOURNER HOUSE, UNRESTRICTED CHILDREN'S MUSEUM OF EAU CLAIRE INC 220 S BARSTOW ST EAU CLAIRE WI 54701 392015286 501(C)(3) 14892 EAT! MOVE! LIVE! NUTRITION + FITNESS EXHIBIT, UNRESTRICTED CHIPPEWA VALLEY HABITAT FOR HUMANITY 923 S HASTINGS WAY 343 EAU CLAIRE WI 54701 391668709 501(C)(3) 10250 USED DONATION BOX TRUCK AND STORAGE TRAILER, UNRESTRICTED CHIPPEWA VALLEY HEALTH CLINIC INC 1030 OAK RIDGE DRIVE EAU CLAIRE WI 54701 391840231 501(C)(3) 29010 COMPUTER REPLACEMENT AND UPGRADES, WOMEN'S HEALTH AND SHARING DIGNITY OUTREACH, UNRESTRICTED CHIPPEWA VALLEY MUSEUM PO BOX 1204 EAU CLAIRE WI 547021204 396092129 501(C)(3) 12457 WEBSITE UPGRADES, UNRESTRICTED CHIPPEWA VALLEY RAILROAD FOUNDATION 430 MCKINLEY AVE EAU CLAIRE WI 54701 821812545 501(C)(3) 6000 WEST BRANCH LINE PROJECT COBURN PLACE 604 E 38TH STREET INDIANAPOLIS IN 46205 371421922 501(C)(3) 5645 UNRESTRICTED CONFLUENCE COUNCIL INC 128 GRAHAM AVE EAU CLAIRE WI 54701 455405233 501(C)(3) 5500 EXPANSION OF TICKETING EQUIPMENT, UNRESTRICTED EAU CLAIRE AREA HMONG MUTUAL ASSISTANCE ASSOCIATION 1320 W CLAIREMONT AVE EAU CLAIRE WI 54701 391429763 501(C)(3) 7850 KAJSIAB PROJECT, BREAKER BOX AND CEMENT IMPROVEMENTS, NTUJ TSHIAB SUPPORT GROUP EAU CLAIRE CONFLUENCE ARTS INC PO BOX 617 EAU CLAIRE WI 547020617 471799805 501(C)(3) 1695000 CONFLUENCE PROJECT COSTS FAMILY PROMISE OF THE CHIPPEWA VALLEY 309 E LAKE STREET EAU CLAIRE WI 54701 391799434 501(C)(3) 12888 RENTAL ASSISTANCE FOR HOMELESS, UNRESTRICTED FAMILY RESOURCE CENTER 4800 GOLF RD STE 450 EAU CLAIRE WI 547018914 391958904 501(C)(3) 12500 COMPUTER AND COLOR PRINTER, HAND IN HAND, UNRESTRICTED FEED MY PEOPLE FOOD BANK 2610 ALPINE RD EAU CLAIRE WI 54703 361488941 501(C)(3) 12340 3 POWER PALLET JACKS, UNRESTRICTED FRIENDS OF BEAVER CREEK RESERVE S1 COUNTY ROAD K FALL CREEK WI 54742 391531523 501(C)(3) 6250 GARDEN PROJECTS, PICNIC TABLE AREA IMPROVEMENT, UNRESTRICTED HOPE GOSPEL MISSION INC 2511 W MOHOLT DR EAU CLAIRE WI 54703 391948605 501(C)(3) 23500 CHAIRS FOR DINING ROOM, BUILDING AND ANNUAL FUNDS, UNRESTRICTED JOSHUA'S CAMP PO BOX 177 ALTOONA WI 54720 453416856 501(C)(3) 7500 UNRESTRICTED JUNIOR ACHIEVEMENT OF WI INC NORTHWEST DISTRICT 2004 HIGHLAND AVENUE SUITE 2C EAU CLAIRE WI 54701 841267604 501(C)(3) 25921 AUGUSTA SCHOOL DISTRICT FINANCIAL LITERACY, CREATING YOUR NEXT FUTURE ENTREPRENEUR, UNRESTRICTED KING BAUDOUIN FOUNDATION UNITED STATES (KBFUS) 10 ROCKEFELLER PLAZA 16TH FLOOR NEW YORK NY 10020 582277856 501(C)(3) 36847 UNRESTRICTED LA CASA DE ESPERANZA 410 ARCADIAN AVE WAUKESHA WI 53186 391144446 501(C)(3) 5252 LA CASA MANDARINA NTC FOUNDATION 1000 W CAMPUS DR WAUSAU WI 54401 391266481 501(C)(3) 6500 SCHOLARSHIPS SCHOOL DISTRICT OF LOYAL 514 W CENTRAL ST LOYAL WI 54446 396003152 501(C)(3) 43040 FINANCIAL LITERACY PROGRAM EXPENSES SOJOURNER FOUNDATION 619 W WALNUT STREET MILWAUKEE WI 53212 465489434 501(C)(3) 6521 UNRESTRICTED ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 6000 UNRESTRICTED ST MARY'S ASSUMPTION PARISH PO BOX 188 DURAND WI 54736 390807239 501(C)(3) 52500 UNRESTRICTED THE COMMUNITY TABLE PO BOX 1903 EAU CLAIRE WI 54702 391770259 501(C)(3) 11200 STOVE, CHAIRS, TRAYS, UNRESTRICTED THE REACH FOUNDATION 2205 HEIMSTEAD ROAD EAU CLAIRE WI 54703 721569027 501(C)(3) 5450 UNRESTRICTED TRINITY EQUESTRIAN CENTER KIDS KAMP S5300 STATE ROAD 37 EAU CLAIRE WI 54701 200446590 501(C)(3) 6000 FINDING YOUR POWER UNITED WAY OF THE GREATER CHIPPEWA VALLEY 3603 N HASTINGS WAY STE 200 EAU CLAIRE WI 54703 391077901 501(C)(3) 15000 UNRESTRICTED UW-EAU CLAIRE PO BOX 4004 EAU CLAIRE WI 547024004 390972350 501(C)(3) 10380 SCHOLARSHIPS UW-EAU CLAIRE FOUNDATION 105 GARFIELD AVE EAU CLAIRE WI 547024004 390972350 501(C)(3) 10200 TWO SPHERO POWER PACK PROGRAMS, SCHOLARSHIPS, UNRESTRICTED UW-MADISON BURSAR'S OFFICE 333 EAST CAMPUS MALL 10501 MADISON WI 537151383 396006492 501(C)(3) 8250 SCHOLARSHIPS UW-OSHKOSH 800 ALGOMA BLVD - DEMPSEY 104 OSHKOSH WI 54901 391805963 501(C)(3) 8000 SCHOLARSHIPS WESTERN DAIRYLAND ECONOMIC OPPORTUNITY COUNCIL 418 WISCONSIN STREET EAU CLAIRE WI 54703 391076993 501(C)(3) 17720 FRESH START, RENTAL ASSISTANCE, WOMEN HELPING WOMEN, HOUSING PROGRAM, UNRESTRICTED WOMEN'S FOUNDATION OF OREGON 221 NW SECOND AVENUE SUITE 302 PORTLAND OR 97209 930386905 501(C)(3) 5645 UNRESTRICTED WOMEN'S FUND OF GREATER MILWAUKEE 316 N MILWAUKEE STREET SUITE 215 MILWAUKEE WI 53202 203514894 501(C)(3) 6521 UNRESTRICTED WOMEN'S OPPORTUNITY AND RESOURCE DEVELOPMENT CENTER 2405 MCINTOSH LOOP MISSOULA MT 59801 810362732 501(C)(3) 5645 UNRESTRICTED WORKFORCE RESOURCE INC 401 TECHNOLOGY DRIVE E SUITE 100 MENOMONIE WI 54751 391455735 501(C)(3) 10234 CAREER READINESS BOOT CAMPS YMCA - EAU CLAIRE 700 GRAHAM AVENUE EAU CLAIRE WI 54701 390806351 501(C)(3) 20660 CAMP MANITOU SCHOLARSHIPS, GYMNASTICS EQUIPMENT, NATIVE TREES AND SHRUBS AT CAMP MANITOU, YOUTH BANNER PROGRAM, UNRESTRICTED 42 0 PART I, LINE 2: EACH GRANTEE IS REQUIRED TO SUBMIT A GRANT REPORT WITHIN ONE YEAR DESCRIBING HOW THE GRANT WAS USED. X 26 538645 MARKET VALUE 0 1 0 PART I, COLUMN (B): SECURITIES FROM 26 DONORS: CINCINNATI FINL CORP - 136 SHS ZILLOW GROUP INC CL C CPAT STOCK - 235 SHS UNITED HEALTH GROUP INC - 43 SHS STARBUCKS CORP - 168 SHS SAFETY INS GROUP INC - 128 SHS PRICELINE GROUP INC - 5 SHS ENBRIDGE INC - 245 SHS CANADIAN NTL RY CO - 117 SHS ALPHABET INC - 9 SHS MONSTER BEVERAGE CORP NEW - 158 SHS HEWLETT PACKARD ENTERPRISE CO - 300 SHS VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES - 250 SHS GENERAL ELECTRIC CO - 108 SHS AMCAP FUND - 60 SHS DODGE & COX STOCK FUND - 7 SHS NETEASE INC - 74 SHS MARRIOTT INTL INC. - 50 SHS SEALD AIR CORP - 320 SHS CINTAS CORP - 300 SHS S&P GLOBAL INC COM - 200 SHS ILG INC COM - 27 SHS ASHLAND GLOBAL HOLDINGS INC. - 423 SHS AKTIENGESELLSCHAFT SPONORED ADR REPSTG - 369 SHS DELUXE CORP - 400 SHS APPLE STOCK - 11 SHS DODGE & COX STOCK FUND - 121.302 SHS DODGE & COX STOCK FUND - 48.408 SHS NVIDIA CORP - 4 SHS JP MORGAN CHASE & CO - 36 SHS DODGE & COX STOCK FUND - 0.948 SHS CHEVRON CORP - 15 SHS NATIONAL PRESTO INDUSTRIES INC - 77 SHS JOHNSON & JOHNSON INC - 75 SHS XCEL ENERGY INC - 125 SHS GOOYEAR TIRE & RUBBER CO - 175 SHS T ROWE PRICE MID-CAP GROWTH FUND - 7.432 SHS JENSEN QUALITY GROWTH FUND - 35.479 SHS AMCAP FUND - 92.255 SHS AQR LARGE CAP DEFENSIVE STYLE FUND - 112.194 SHS DELAWARE SMALL CAP CORE FUND - 77.83 SHS CANADIAN NATIONAL RY CO - 11 SHS WALT DISNEY CO - 49 SHS VANGUARD VALUE INDEX FUND - 245 SHS UNITED TECHNOLOGIES CORP - 100 SHS XCEL ENERGY INC - 200 SHS PHILLIPS 66 - 50 SHS HOME DEPOT - 17 SHS PHILIP MORRIS INTL INC - 250 SHS DODGE & COX STOCK FUND - 46.28 SHS CANADIAN NATIONAL RY CO - 52 SHS DEXCOM INC - 25 SHS LOCKHEED MARTIN CORP - 50 SHS VANGUARD LIFE STRATEGY INCOME FUND - 327.654 SHS FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES IN ADVANCE OF THEIR MONTHLY BOARD MEETING FOR PERSONAL REVIEW BY BOARD MEMBERS, THEN AS PART OF THE AGENDA THE EXECUTIVE DIRECTOR/TREASURER REVIEWS THE RETURN WITH BOARD MEMBERS FOR BOARD APPROVAL PRIOR TO FILING THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS TO HAVE THE BOARD OR COMMITTEE MEMBERS WHO MAY HAVE A CONFLICT OF INTEREST IN AN ITEM OF ACTION PUT TO VOTE TO ABSTAIN FROM THAT VOTE. FORM 990, PART VI, SECTION B, LINE 15A THE OPERATIONS COMMITTEE UPON REVIEW OF SALARY SURVEY, PERFORMANCE APPRAISAL, AND CASH FLOW ANALYSIS MAKES A RECOMMENDATION TO THE BOARD OF TRUSTEES FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CASH SURRENDER VALUE OF LIFE INSURANCE -518. FORM 990, PART XI, LINE 2C THE OVERSIGHT PROCESS HAS NOT CHANGED DURING THE TAX YEAR. EAU CLAIRE PUBLIC SCHOOLS FOUNDATION 500 MAIN ST EAU CLAIRE WI 54701 261877961 GRANTS TO SCHOOLS AND DISTRICT PROGRAMS WI 501(C)(3) LINE 7 EAU CLAIRE COMMUNITY FOUNDATION 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0