2019-02-18T09:26:43-06:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 200 E WASHINGTON ST PO BOX 1739 APPLETON WI 549121739 990 2017-07-01 203096562 WOMEN'S FUND FOR THE FOX VALLEY REGION INC WOME 9208301290 4455 W LAWRENCE STREET APPLETON WI 54914 AMY VAN STRATEN BOARD PRESIDENT 9208301290 2019-01-10 1 MIKE VANDEN HOGEN P00499282 9207318111 2019-01-10 74.142.163.66 2019-01-10 16:20:02 CS P 201AC506A6DA8D9D4516FED2DD8E9342B88F33A9 5A9AB59DCB5716D5F0BD914F6F6658F6367813C3 2017 2019-02-21 02:37:17Z AMY VAN STRATEN 4455 W LAWRENCE STREET APPLETON WI 54914 1815546 0 X WWW.WOMENSFUNDFVR.ORG X 2005 WI INVEST IN WOMEN AND GIRLS THROUGH GRANTS, ADVOCACY, AND EDUCATION. 13 13 0 63 0 0 301416 352840 0 0 88711 119559 30073 32829 420200 505228 107097 191519 0 0 155818 158362 0 0 14499 66491 78003 329406 427884 90794 77344 2278906 2404350 18908 10259 2259998 2394091 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 367819 191519 THE WOMEN'S FUND FOR THE FOX VALLEY REGION PROVIDED 69 GRANTS TO 27 DIFFERENT ORGANIZATIONS TO SUPPORT LEADERSHIP DEVELOPMENT AND POSITIVELY IMPACT THE HEALTH, SAFETY AND ECONOMIC SECURITY OF WOMEN AND GIRLS IN THE FOX VALLEY REGION. WHILE THE NUMBER OF TOTAL GRANTS DECREASED FROM THE PRIOR YEAR, THE TOTAL AMOUNT GRANTED WAS UP BY 88%. THERE WERE TWO SIGNIFICANT DRIVERS OF THIS INCREASE. THE WOMEN'S FUND MADE OUR LARGEST SINGLE GRANT EVER, $50,000 TO SUPPORT THE HARBOR HOUSE CAPITAL CAMPAIGN. WE ALSO PILOTED A NEW PROGRAM CALLED 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 RELEASED THE 2017 STATUS OF WOMEN IN NORTHEAST WISCONSIN REPORT IN PARTNERSHIP WITH THREE OTHER WOMEN'S FUNDS IN THE REGION. THE REPORT PROVIDES INFORMATION ON 12 INDICATORS OF THE ECONOMIC SECURITY, SAFETY, HEALTH AND LEADERSHIP OF WOMEN AND GIRLS IN OUR COMMUNITY. GRANT MAKING INCLUDED A SEVENTH YEAR OF OUR SUCCESSFUL GIRLS' GRANTMAKING 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 TRAUMATIC BRAIN INJURY AND ITS IMPACTS ON THOSE IN POVERTY. NONPROFIT AND MEDICAL EXPERTS PARTICIPATED IN THE PANEL. THE PANEL PRECEDED OUR 17TH ANNUAL LUNCHEON EVENT WHICH FEATURED KEYNOTE SPEAKER, ANN MCKEE, MD, AN APPLETON NATIVE AND INTERNATIONAL EXPERT ON CONCUSSION AND CTE. IN MARCH, WE HELD OUR THIRD ANNUAL WOMEN'S PHILANTHROPY FORUM TO TEACH WOMEN ABOUT HOW TO FIND THEIR PURPOSE AND DETERMINE THEIR CHARITABLE INTERESTS. UW-MADISON PROFESSOR CHRISTINE WHELAN WAS THE FEATURED SPEAKER. WE ESTIMATE NEARLY 3,000 FOX VALLEY WOMEN AND GIRLS WILL BENEFIT FROM OUR FY18 GRANTS AND PROGRAMS. 367819 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 0 0 0 0 0 1 0 0 0 1 7 2 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X TERRI TOWLE 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 SARA MICHELETTI 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 SECRETARY/TREASURER & 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 SARAH DRESSEL PRESIDENT ELECT & 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 DIRECTOR 0.50 X 0 0 0 LISA JERMAIN DIRECTOR 0.50 X 0 0 0 BETH DAVIS DIRECTOR 0.50 X 0 0 0 BECKY BOULANGER EXECUTIVE DIRECTOR 40.00 X 0 78778 2363 0 78778 2363 0 0 0 0 COMMUNITY FOUNDATION FOR THE FOX VALLEY 4455 W LAWRENCE ST APPLETON WI 54914 LEASED EMPLOYEES AND ADMINISTRATIVE FEES 161432 1 100500 59265 193075 5769 352840 45445 45445 1351878 1277764 74114 74114 74114 54789 100500 32554 22235 22235 8900 0 8900 8900 1694 1694 1694 505228 0 0 152388 191519 191519 83134 71495 4988 6651 63165 54803 3584 4778 1437 1236 86 115 10626 9138 638 850 17139 8569 8570 5500 5500 18793 18793 7598 5523 2075 4947 4617 330 11294 9831 627 836 4209 3619 253 337 3920 3510 176 234 1218 1048 73 97 EDUCATION & TRAINING 3385 2911 203 271 427884 367819 45566 14499 200 200 41156 22033 5960 5960 0 0 167484 249783 2070066 2132334 2278906 2404350 2808 3119 16100 7140 18908 10259 X 2218842 2372058 41156 22033 2259998 2394091 2278906 2404350 77344 56749 0 X 0 1 X 1 0 X X 1 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 391548450 8 1 17139 0 1 17139 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 34 24 60954 315243 62798 151098 529738 1798377 1 1 5960 5960 0 0 EQUITIES 1401672 F FIXED INCOME 387811 F HEDGE FUNDS 213697 F REAL ASSETS 76277 F PRIVATE EQUITY 13348 F REAL ESTATE 39529 F 2132334 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 272930 0 0 0 0 0 0 272930 0 272930 0 0 1 1 1 0 PART I, LINE 3: COLUMN F INCLUDES $269,899 OF BOOK VALUE OF INVESTMENTS AND $3,031 OF INVESTMENT MANAGER FEES, WHICH ARE INCLUDED AS PART OF THE CURRENT YEAR INVESTMENT RETURNS ON THE CENTRAL AMERICA AND THE CARIBBEAN REGION 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 AND FEES 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. LUNCHEON 2017 96232 44000 52232 18337 10328 LUNCHEON 2018 56500 56500 152732 100500 52232 18337 10328 28665 23567 1 CAP SERVICES 821 E 1ST AVENUE SUITE 3 APPLETON WI 54911 391080897 501(C)3 11500 JOB SKILLS TRAINING FOR LOW INCOME WOMEN. FOX VALLEY TECHNICAL COLLEGE FOUNDATION PO BOX 2277 APPLETON WI 549122277 391264389 501(C)3 53000 TWO-GENERATIONAL PROGRAMING TO REMOVE BARRIERS TO POST-SECONDARY EDUCATION FOR YOUNG MOTHERS AND IMPROVE SCHOOL READINESS FOR THEIR CHILDREN HARBOR HOUSE DOMESTIC ABUSE PROGRAMS 720 WEST 5TH STREET APPLETON WI 54914 391870927 501(C)3 57000 SHELTER FOR DOMESTIC ABUSE SURVIVORS AND PREVENTION PROGRAMMING FOR TEENS APPLETON AREA SCHOOL DISTRICT 122 E COLLEGE AVE STE 1A APPLETON WI 54911 396000710 GOVERNMENT 10000 TEEN PARENT SUPPORT LEAVEN 1475 OPPORTUNITY WAY MENASHA WI 59952 391572168 501(C)3 10760 EMERGENCY FINANCIAL ASSISTANCE FOR YOUNG WOMEN AGE 18-29 SEXUAL ASSAULT CRISIS CENTER 17 PARK PL STE 400 APPLETON WI 54914 391309331 501(C)3 10000 ADULT TRAINING TO PREVENT SEXUAL ABUSE OF CHILDREN THEDACARE FAMILY FOUNDATIONS- APPLETON 1818 N MEADE ST APPLETON WI 54911 464112255 501(C)3 8015 TRANSPORTATION ASSISTANCE FOR BREAST CANCER PATIENTS 7 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. 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