2019-05-03T07:54:47-05:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 200 E WASHINGTON ST PO BOX 1739 APPLETON WI 549121739 990 2017-07-01 391548450 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC COMM 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 CATHERINE TIERNEY DIRECTOR AND CHAIRPERSON 9208301290 2019-04-08 1 MIKE VANDEN HOGEN P00499282 9207318111 2019-04-08 74.142.163.66 2019-04-08 12:51:14 CD P 95FD3CD324D7C6C558223E34BD2EF05BB0413D65 08A19BA27D6E1667BD72E7594911BEF6CE06A07D 2017 2019-02-21 02:37:17Z CURT DETJEN 4455 W LAWRENCE ST APPLETON WI 54914 299227090 0 X WWW.CFFOXVALLEY.ORG X 1986 WI TO SERVE A BROAD RANGE OF PHILANTHROPIC INTERESTS BENEFITING THE FOX VALLEY. 21 21 32 125 27980 24282 28276904 123676335 397838 439756 7829634 14915105 0 0 36504376 139031196 20547450 18410586 0 0 2005953 2251798 0 0 316948 2536016 2992193 25089419 23654577 11414957 115376619 283831038 426716766 74493918 96988679 209337120 329728087 X TO RECEIVE AND MANAGE PHILANTHROPIC ASSETS, TO MAKE PRUDENT, SENSITIVE AND CREATIVE GRANTS AND TO EXERCISE LEADERSHIP IN IMPORTANT COMMUNITY PRIORITIES. 0 0 20206974 18410586 439756 GRANTS WERE AWARDED FROM CHARITABLE FUNDS ESTABLISHED BY INDIVIDUALS, FAMILIES, BUSINESSES AND ORGANIZATIONS REFLECTING THEIR WISHES FOR GIVING BACK IN WAYS THAT COLLECTIVELY STRENGTHEN OUR COMMUNITY FOR CURRENT AND FUTURE GENERATIONS. THESE GRANTS MAKE A DIFFERENCE IN THE LIVES OF PEOPLE THROUGHOUT THE FOX VALLEY REGION IN THE AREAS OF ARTS & CULTURE, EDUCATION, COUMMUNITY IMPROVEMENT, HEALTH CARE, HUMAN SERVICES, THE ENVIRONMENT AND RELIGION. OUR DISCRETIONARY GRANT PROGRAM INCLUDES THE FOLLOWING EFFORTS: 1) HELP STRENGTHEN NONPROFIT ORGANIZATIONS; 2) PROVIDE COMMUNITY LEADERSHIP GRANTS TO SUPPORT AND ADVANCE KEY COMMUNITY INITIATIVES CONSISTENT WITH OUR GRANT PRIORITIES; 3) INCREASE ACCESS AND INCLUSION AND EDUCATING CHILDREN AND YOUTH IN THE AREAS OF ARTS AND CULTURE AND ENVIRONMENTAL SUSTAINABILITY; 4) AND RAISING AWARENESS OF COMMUNITY ISSUES TO HELP SPARK ACTION RESULTING IN POSITIVE CHANGE. 20206974 1 1 0 0 0 1 0 0 0 0 1 1 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 25 0 32 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 21 21 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X TERRI TOWLE 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 BEN ADAMS DIRECTOR 0.50 X 0 0 0 JIM EAGON DIRECTOR 0.50 X 0 0 0 JOHN HOGERTY II DIRECTOR 0.50 X 0 0 0 MIKE LOKENSGARD SECRETARY & VICE CHAIR 0.50 X X 0 0 0 PAUL MUELLER DIRECTOR 0.50 X 0 0 0 KATHI SEIFERT DIRECTOR 0.50 X 0 0 0 JON STELLMACHER DIRECTOR & VICE CHAIR 0.50 X X 0 0 0 MARKALAN SMITH DIRECTOR & VICE CHAIR 0.50 X X 0 0 0 RAQUEL STRAYER DIRECTOR 0.50 X 0 0 0 CATHERINE TIERNEY DIRECTOR & CHAIR 0.50 X X 0 0 0 ALAN ZIERLER PAST DIRECTOR 0.50 X 0 0 0 OMAR ATASSI MD DIRECTOR 0.50 X 0 0 0 KATHRYN SIEMAN TREASURER & VICE CHAIR 0.50 X X 0 0 0 PETER MARIAHAZY DIRECTOR & VICE CHAIR 0.50 X X 0 0 0 STEPHANIE VRABEC DIRECTOR 0.50 X 0 0 0 AMANDA BETTS PAST DIRECTOR 0.50 X 0 0 0 SHERI EDISON DIRECTOR 0.50 X 0 0 0 SUSAN MAY DIRECTOR 0.50 X 0 0 0 PIERCE SMITH DIRECTOR 0.50 X 0 0 0 BETH FLAHERTY DIRECTOR 0.50 X 0 0 0 JIM JOHNSON DIRECTOR 0.50 X 0 0 0 GREG PAWLAK DIRECTOR 0.50 X 0 0 0 ROBERT ENDRIES DIRECTOR 0.50 X 0 0 0 CURT DETJEN PRESIDENT/CEO 40.00 X 260349 0 56977 TERRI TOWLE VP FINANCE/ADMIN 40.00 X 136060 0 20015 MARTHA HEMWALL PAST VP COMMUNITY ENGAGEMENT 40.00 X 117574 0 3451 TAMMY WILLIAMS VP COMMUNITY ENGAGEMENT 40.00 X 105300 0 11743 BOB ELLIS VP DEVELOPMENT & DONOR ENGAGEMENT 40.00 X 50294 0 5795 ANN ENGELHARD DONOR SERVICES & GIFT PLANNING 40.00 X 98897 0 2963 768474 0 100944 4 0 1 0 MARATHON- NORTHERN TRUST 801 S CANAL ST CHICAGO IL 60607 INVESTMENT MANAGEMENT 171327 SANDERSON ASSET MANAGEMENT HEATHCOAT HOUSE 20 SAVILLE ROW LONDON LONDON UK INVESTMENT MANAGEMENT 140208 COLONIAL CONSULTING 750 THIRD AVE 20TH FLOOR NEW YORK NY 10017 INVESTMENT CONSULTANT 133809 WESTWOOD GLOBAL INVESTMENTS ONE FINANCIAL CENTER SUITE 1620 BOSTON MA 02111 INVESTMENT MANAGEMENT 130089 4 194807 123481528 5089858 123676335 ADMINISTRATIVE FEE INCOME FROM AG 561000 237293 237293 ADMINISTRATIVE FEE INCOME FROM SU 561000 202463 202463 439756 5622115 27980 5594135 169488884 160195894 9292990 9292990 9292990 139031196 439756 27980 14887125 17556542 17556542 854044 854044 818314 307026 428060 83228 1048980 645330 301738 101912 25783 13792 8958 3033 232867 124572 80906 27389 125854 60228 51616 14010 53322 53322 2010573 2010573 295242 261706 33536 65470 20508 44962 71544 41844 23536 6164 238792 127015 88578 23199 40967 19255 17206 4506 35041 31061 3154 826 24375 11456 10238 2681 6253 2939 2626 688 23662 11121 9938 2603 EDUCATION 126952 118535 6670 1747 23654577 20206974 3130655 316948 3424571 2002050 9072427 7666199 117921 97923 537736 491879 52110 45857 13046408 24939708 257345902 391155028 771699 810001 283831038 426716766 532802 754063 257092 2725000 73704024 93509616 74493918 96988679 X 198969048 320690471 10368072 9037616 209337120 329728087 283831038 426716766 X 115376619 4798438 215910 X 0 1 X 1 0 X 22486359 21564678 19908014 28276904 123676335 215912290 22486359 21564678 19908014 28276904 123676335 215912290 104255570 111656720 2986385 3485915 3245476 3646319 5594135 18958230 27980 27980 234898500 1890067 0.47530 0.69550 X 446 663 113355217 11755150 10232196 9246394 183775576 120741646 1 1 537736 491879 45857 45857 SECURITIES LENDING COLLATERAL 42032574 F EQUITIES 232903923 F FIXED INCOME 72290691 F HEDGE FUNDS 27374246 F REAL ASSETS 9780086 F PRIVATE EQUITY 1709909 F REAL ESTATE 5063599 F 391155028 FUNDS HELD FOR OTHERS 50438780 PAYABLE UNDER SECURITIES LENDING PROGRAM 42032574 CHARITABLE GIFT ANNUITY PAYABLE 1038262 93509616 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 42244267 0 0 0 0 0 0 42244267 0 42244267 1 0 1 1 1 0 PART I, LINE 3: COLUMN F INCLUDES $41,782,510 OF BOOK VALUE OF INVESTMENTS AND $461,757 OF INVESTMENT MANAGER FEES, WHICH ARE INCLUDED AS PART OF THE CURRENT YEAR INVESTMENT RETURNS ON THE CENTRAL AMERICAN AND THE CARIBBEAN REGION INVESTMENTS. THE ORGANIZATION FOLLOWS THE ACCRUAL METHOD OF ACCOUNTING AND ITS INVESTMENTS ARE RECORDED AT FAIR MARKET VALUE. THE REPORTED AMOUNT OF INVESTMENTS AND FEES REPRESENTS THE COMMUNITY FOUNDATION OF THE FOX VALLEY REGION'S ALLOCATED PERCENTAGE OF THE INVESTMENTS THAT ARE LEGALLY OWNED BY THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. AND ALLOCATED TO CERTAIN SUPPORTING ORGANIZATIONS. 1 GRASSY ISLAND RANGE LIGHTS INC PO BOX 485 GREEN BAY WI 54305 455412858 501(C)3 2620000 HISTORICAL SOCIETIES & HISTORIC PRESERVATION HARBOR HOUSE DOMESTIC ABUSE PROGRAMS 720 WEST 5TH STREET APPLETON WI 549145368 391870927 501(C)3 539619 FAMILY VIOLENCE SHELTERS LEAVEN INC 1475 OPPORTUNITY WAY MENASHA WI 54952 391572168 501(C)3 532208 HUMAN SERVICE ORGANIZATIONS BOYS & GIRLS CLUBS OF THE FOX VALLEY 160 SOUTH BADGER AVENUE APPLETON WI 54914 391225709 501(C)3 531253 CHILDREN & YOUTH SERVICES WOMEN'S FUND OF GREATER GREEN BAY 320 N BROADWAY SUITE 260 GREEN BAY WI 54303 391699966 501(C)3 505030 FUND RAISING & FUND DISTRIBUTION HECKRODT WETLAND RESERVE 1305 PLANK ROAD MENASHA WI 54952 391838222 501(C)3 376957 WATER RESOURCES, WETLANDS CONSERVATION GREATER FOX CITIES AREA HABITAT FOR HUMANITY 921 MIDWAY ROAD MENASHA WI 54952 391742974 501(C)3 339244 HOUSING DEVELOPMENT ST FRANCIS XAVIER CATHOLIC SCHOOL SYSTEM 101 EAST NORTHLAND AVENUE APPLETON WI 54911 752975177 501(C)3 336887 BANDS & ENSEMBLES FEEDING AMERICA EASTERN WISCONSIN - FOX VALLEY 2911 WEST EVERGREEN DRIVE APPLETON WI 54913 391384593 501(C)3 331500 FOOD PROGRAMS WADE'S WORLD FOUNDATION 33 W ONTARIO STREET SUITE 56AB CHICAGO IL 60654 208765440 501(C)3 325000 PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATIONS NEC YMCA OF THE FOX CITIES 218 EAST LAWRENCE STREET APPLETON WI 54911 390806191 501(C)3 275806 YOUNG MENS OR WOMENS ASSOCIATIONS HOUSING PARTNERSHIP OF THE FOX CITIES 605 E HANCOCK ST APPLETON WI 54911 391582471 501(C)3 265153 HOUSING DEVELOPMENT ST JOSEPH PARISH-APPLETON 404 WEST LAWRENCE STREET APPLETON WI 54911 390847630 501(C)3 259605 ROMAN CATHOLIC COMMUNITY EARLY LEARNING CENTER OF THE FOX VALLEY 313 SOUTH STATE STREET APPLETON WI 54911 471117143 501(C)3 234175 FAMILY SERVICES RIVERVIEW GARDENS INC 1101 SOUTH ONEIDA STREET APPLETON WI 549151379 463208900 501(C)3 208190 LAND RESOURCES CONSERVATION KENYA WORKS INC PO BOX 1572 APPLETON WI 54912 050623727 501(C)3 203375 INTERNATIONAL ECONOMIC DEVELOPMENT CHPS-CHILTON PUBLIC SCHOOL DISTRICT 530 WEST MAIN STREET CHILTON WI 53014 396001369 GOVERNMENT 200691 SPECIAL EDUCATION CATALPA HEALTH INC 444 NORTH WESTHILL BLVD APPLETON WI 54914 454681563 501(C)3 195003 PEDIATRICS THEDACARE INC PO BOX 8025 APPLETON WI 549128025 391509362 501(C)3 191019 COMMUNITY HEALTH SYSTEMS OSHKOSH AREA COMMUNITY FOUNDATION 230 OHIO STREET 100 OSHKOSH WI 54902 392034571 501(C)3 186597 COMMUNITY FOUNDATIONS HOMELESS CONNECTIONS 400 NORTH DIVISION STREET APPLETON WI 54911 391447152 501(C)3 172179 HOMELESS SHELTERS UNITED WAY FOX CITIES 1455 MIDWAY ROAD MENASHA WI 54952 390912895 501(C)3 156960 HUMAN SERVICE ORGANIZATIONS FOX CITIES PERFORMING ARTS CENTER 400 WEST COLLEGE AVENUE APPLETON WI 54911 391977839 501(C)3 152569 PERFORMING ARTS CENTERS NORTHERN ILLINOIS FOOD BANK 273 DEARBORN COURT GENEVA IL 60134 363203648 501(C)3 138138 FOOD PROGRAMS OUTAGAMIE COUNTY HISTORICAL SOCIETY 330 EAST COLLEGE AVENUE APPLETON WI 54911 391298304 501(C)3 130195 HISTORY MUSEUMS MICHAEL PHELPS FOUNDATION 7 OCEAN ST 2ND FLOOR SOUTH PORTLAND ME 04106 611571538 501(C)3 125000 FUND RAISING & FUND DISTRIBUTION LAWRENCE UNIVERSITY 711 EAST BOLDT WAY SPC 1847 APPLETON WI 549115595 390806297 501(C)3 124307 UNDERGRADUATE COLLEGES PARTNERSHIP COMMUNITY HEALTH CENTER INC 5471 WATERFORD LANE APPLETON WI 54913 202090446 501(C)3 121600 COMMUNITY CLINICS MEMORIAL PRESBYTERIAN CHURCH OF APPLETON 803 EAST COLLEGE AVENUE APPLETON WI 549115697 396026053 501(C)3 120500 RELIGION-RELATED FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION 111 WEST COLLEGE AVENUE 550 APPLETON WI 549115706 391089489 501(C)3 117553 SYMPHONY ORCHESTRAS THE SAMARITAN COUNSELING CENTER OF THE FOX VALLEY INC 1478 KENWOOD DRIVE 1 MENASHA WI 54952 391214216 501(C)3 115808 FAMILY COUNSELING JUNIOR ACHIEVEMENT OF WISCONSIN - WINNEBAGO REGION DISTRICT 300 NORTH APPLETON STREET 3 APPLETON WI 54911 390826295 501(C)3 115120 YOUTH DEVELOPMENT - BUSINESS FRIENDS OF HAITI PO BOX 1174 GREEN BAY WI 54305 260076873 501(C)3 115000 ADULT & CHILD MATCHING PROGRAMS FAMILY SERVICES OF NORTHEAST WISCONSIN 1810 APPLETON ROAD MENASHA WI 54952 390827320 501(C)3 114070 FAMILY SERVICES UNITED NEGRO COLLEGE FUND INC 105 W ADAMS CHICAGO IL 60603 131624241 501(C)3 110610 EDUCATION N.E.C. CHRIST CHILD ACADEMY 2722 HENRY STREET SHEBOYGAN WI 53081 391557915 501(C)3 106156 LIBRARIES FOX VALLEY TECHNICAL COLLEGE FOUNDATION PO BOX 2277 APPLETON WI 549122277 391264389 501(C)3 105214 SINGLE ORGANIZATION SUPPORT FAITH LUTHERAN CHURCH 601 EAST GLENDALE AVENUE APPLETON WI 54911 391027724 501(C)3 104600 PROTESTANT CATHOLIC FOUNDATION FOR THE DIOCESE OF GREEN BAY PO BOX 22128 GREEN BAY WI 543052128 391924921 501(C)3 104210 ROMAN CATHOLIC MARQUETTE UNIVERSITY PO BOX 1881 MILWAUKEE WI 532011881 390806251 501(C)3 103500 SCHOLARSHIPS & STUDENT FINANCIAL AID SCHOOL DISTRICT OF HILBERT 1139 MILWAUKEE STREET HILBERT WI 54129 396002586 GOVERNMENT 100000 EDUCATION MOSAIC FAMILY HEALTH 229 SOUTH MORRISON STREET APPLETON WI 54911 473298660 501(C)3 99363 COMMUNITY CLINICS ST ELIZABETH ANN SETON CATHOLIC SCHOOL 814 SUPERIOR AVENUE SHEBOYGAN WI 53801 455179843 501(C)3 98648 SCHOLARSHIPS & STUDENT FINANCIAL AID GORDON BUBOLZ NATURE PRESERVE 4815 NORTH LYNNDALE DRIVE APPLETON WI 54913 237120877 501(C)3 98400 ENVIRONMENTAL EDUCATION BSD-BRILLION PUBLIC SCHOOLS 315 SOUTH MAIN STREET BRILLION WI 54110 396001095 GOVERNMENT 85752 EDUCATION GREATER CHICAGO FOOD DEPOSITORY 4100 WEST ANN LURIE PLACE CHICAGO IL 60632 362971864 501(C)3 82883 FOOD BANKS & PANTRIES THE BUILDING FOR KIDS 100 WEST COLLEGE AVENUE APPLETON WI 54911 391706260 501(C)3 80962 CHILDREN'S MUSEUMS YOUTH GO 213 NICOLET BLVD NEENAH WI 54956 391137233 501(C)3 79500 CHILDREN & YOUTH SERVICES ST ELIZABETH HOSPITAL FOUNDATION 1506 SOUTH ONEIDA STREET APPLETON WI 54915 391256677 501(C)3 77533 CANCER RAWHIDE INC E7475 RAWHIDE ROAD NEW LONDON WI 549619987 391052471 501(C)3 77245 YOUTH DEVELOPMENT PROGRAMS CHRISTINE ANN DOMESTIC ABUSE SERVICES PO BOX 99 NEENAH WI 54956 391441770 501(C)3 76502 FAMILY VIOLENCE SHELTERS THOMPSON CENTER ON LOURDES 2331 E LOURDES DRIVE APPLETON WI 54915 813840811 501(C)3 74649 SENIOR CENTERS GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN 1800 APPLETON ROAD MENASHA WI 549521195 391144913 501(C)3 73290 HOUSING SUPPORT ST JOSEPH FOOD PROGRAM 1465-A OPPORTUNITY WAY MENASHA WI 54952 391822486 501(C)3 67370 FOOD PROGRAMS THE TROUT MUSEUM OF ART INC 111 WEST COLLEGE AVENUE APPLETON WI 54911 811273001 501(C)3 66162 ART MUSEUMS ST MARY CATHOLIC SCHOOLS 1050 ZEPHYR DRIVE NEENAH WI 54956 391656963 501(C)3 64439 FUND RAISING & FUND DISTRIBUTION KNIGHTS OF COLUMBUS COUNCIL 607 CHARITABLE FOUNDATION INC PO BOX 1492 APPLETON WI 54912 814452096 501(C)3 63192 PRIVATE GRANTMAKING FOUNDATIONS AMERICAN RED CROSS IN NORTHEAST WI 515 SOUTH WASHBURN STREET 201 OSHKOSH WI 54904 530196605 501(C)3 61201 AMERICAN RED CROSS BIG BROTHERS BIG SISTERS OF THE FOX VALLEY REGION 3301C NORTH BALLARD ROAD APPLETON WI 54911 396103907 501(C)3 60616 BIG BROTHERS & BIG SISTERS THEDACARE FAMILY OF FOUNDATIONS INC 1818 NORTH MEADE STREET APPLETON WI 54911 464112255 501(C)3 54954 PUBLIC FOUNDATIONS OUTAGAMIE COUNTY 3300 WEST BREWSTER STREET APPLETON WI 549141699 396005724 GOVERNMENT 54783 COMMUNITY HEALTH SYSTEMS FRIENDS OF HIGH CLIFF STATE PARK N7630 STATE PARK ROAD SHERWOOD WI 54169 391911880 501(C)3 52500 NATURAL RESOURCES CONSERVATION & PROTECTION FISHER HOUSE FOUNDATION INC 111 ROCKVILLE PIKE 420 ROCKVILLE MD 20850 113158401 501(C)3 51704 HEALTH SUPPORT WOMEN'S FUND FOR THE FOX VALLEY REGION INC 4455 W LAWRENCE ST APPLETON WI 54914 203096562 501(C)3 51115 PHILANTHROPY FOX CITIES BUILDING FOR THE ARTS 111 WEST COLLEGE AVENUE APPLETON WI 54911 396056442 501(C)3 50650 ARTS EDUCATION KAUKAUNA YOUTH BASEBALL PO BOX 452 KAUKAUNA WI 54130 391548235 501(C)3 50500 BASEBALL & SOFTBALL FRIENDS OF GRIGNON MANSION 1313 AUGUSTINE STREET KAUKAUNA WI 54130 464305132 501(C)3 50000 HISTORICAL ORGANIZATIONS UC SAN DIEGO FOUNDATION 9500 GILMAN DRIVE 0937 LA JOLLA CA 920930937 952872494 501(C)3 50000 FUND RAISING & FUND DISTRIBUTION ST THOMAS MORE PARISH 1810 NORTH MCDONALD STREET APPLETON WI 54911 391027422 501(C)3 48926 ROMAN CATHOLIC COTS PO BOX 1645 APPLETON WI 549121645 391913179 501(C)3 48487 TEMPORARY HOUSING MOUNT TABOR CENTER 522 SECOND STREET MENASHA WI 54952 391536251 501(C)3 48156 ROMAN CATHOLIC COMMUNITY CHURCH 3701 NORTH GILLETT STREET APPLETON WI 54914 391712990 501(C)3 46110 RELIGION-RELATED UW FOUNDATION INC 1848 UNIVERSITY AVENUE MADISON WI 53726 390743975 501(C)3 45650 SINGLE ORGANIZATION SUPPORT CIRCLE URBAN MINISTRIES 118 NORTH CENTRAL AVENUE CHICAGO IL 60644 363136997 501(C)3 44204 FOOD BANKS & PANTRIES CASA LAKE COUNTY INC 700 FOREST EDGE DRIVE VERNON HILLS IL 60061 363916143 501(C)3 44204 CHILD ABUSE PREVENTION AMERICAN FAMILY ASSOCIATION INC PO BOX 2440 TUPELO MS 38803 640607275 501(C)3 44204 RELIGIOUS RADIO FIRST CONGREGATIONAL UNITED CHURCH OF CHRIST 724 EAST SOUTH RIVER STREET APPLETON WI 54915 390816821 501(C)3 43890 RELIGION-RELATED WISCONSIN PUBLIC RADIO ASSOCIATION INC 2420 NICOLET DRIVE GREEN BAY WI 54311 237363536 501(C)3 43646 RADIO GLOBALGIVING 1023 15TH STREET NW 12TH FLOOR WASHINGTON DC 20005 300108263 501(C)3 43628 DISASTER PREPAREDNESS & RELIEF SERVICES FOX VALLEY HUMANE ASSOCIATION N115 TWO MILE ROAD APPLETON WI 54914 390992559 501(C)3 43346 ANIMAL PROTECTION & WELFARE SALVATION ARMY-APPLETON PO BOX 1605 APPLETON WI 54912 135582351 501(C)3 42797 SALVATION ARMY VOLUNTEER CENTER OF EAST CENTRAL WISCONSIN INC 2616 S ONEIDA ST STE 2 APPLETON WI 54915 391765162 501(C)3 40219 VOLUNTARISM PROMOTION FUTURE NEENAH INC 135 WEST WISCONSIN AVENUE NEENAH WI 549563011 930843731 501(C)3 40183 BANDS & ENSEMBLES FRIENDS OF LEDGE VIEW NATURE CENTER PO BOX 54 CHILTON WI 53014 391458805 501(C)3 39804 ENVIRONMENTAL EDUCATION FOX VALLEY WARMING SHELTER INC PO BOX 1261 APPLETON WI 549121261 261887706 501(C)3 39723 HOMELESS CENTERS CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION 333 N COMMERCIAL STREET SUITE 400 NEENAH WI 54956 391500075 501(C)3 38631 CHILDREN & YOUTH SERVICES ST BERNARD PARISH 1617 WEST PINE STREET APPLETON WI 54914 391082074 501(C)3 38600 ROMAN CATHOLIC AMERICAN CANCER SOCIETY 2100 RIVERSIDE DRIVE SUITE 201 GREEN BAY WI 54301 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COMMUNITY CLOTHES CLOSET 1465-B OPPORTUNITY WAY MENASHA WI 54952 391394270 501(C)3 35445 EMERGENCY ASSISTANCE WESTMINSTER COLLEGE 501 WESTMINSTER AVENUE FULTON MO 65251 430652617 501(C)3 35000 UNDERGRADUATE COLLEGES CHAPS ACADEMY N5367 MAYFLOWER ROAD SHIOCTON WI 541708934 450530019 501(C)3 33800 CENTERS TO SUPPORT INDEPENDENCE FOOD FOR THE POOR INC 6401 LYONS ROAD COCONUT CREEK FL 33073 592174510 501(C)3 31500 PHILANTHROPY, CHARITY & VOLUNTARISM PROMOTION APPLETON EDUCATION FOUNDATION 122 E COLLEGE AVE STE 1B APPLETON WI 549115741 391866090 501(C)3 30858 EDUCATION SALVATION ARMY-APPLETON PO BOX 1605 APPLETON WI 54912 362167910 501(C)3 30353 SALVATION ARMY NORTHEASTERN WI SPORTS ADVANCEMENT PO BOX 623 APPLETON WI 549120623 391708676 501(C)3 30144 AMATEUR SPORTS MARQUETTE UNIVERSITY HIGH SCHOOL 3401 WEST WISCONSIN AVENUE MILWAUKEE WI 53208 390806826 501(C)3 30000 UNIVERSITIES DIVINE SAVIOR HOLY ANGELS ACADEMY 4257 NORTH 100TH STREET MILWAUKEE WI 53222 390929898 501(C)3 30000 SCHOLARSHIPS & STUDENT FINANCIAL AID APPLETON ICE INC 1717 WITZKE BLVD APPLETON WI 54911 391872282 501(C)3 30000 COMMUNITY RECREATIONAL CENTERS AMERICAN HEART ASSOCIATION 1555 NORTH RIVERCENTER DRIVE 211 MILWAUKEE WI 53212 135613797 501(C)3 29378 HEART AND CIRCULATORY SYSTEM MISSION OF HOPE HOUSE OF WISCONSIN 520 N SHAWANO STREET NEW LONDON WI 54961 465464904 501(C)3 29000 HUMAN SERVICE ORGANIZATIONS TRI-COUNTY COMMUNITY DENTAL CLINIC 9 TRI-PARK WAY APPLETON WI 54914 470862462 501(C)3 28945 AMBULATORY & PRIMARY HEALTH CARE ST JOHN SACRED HEART PARISH N369 MILITARY ROAD SHERWOOD WI 54169 390865494 501(C)3 28500 ROMAN CATHOLIC BOYS & GIRLS BRIGADE ASSOCIATION INC 109 WEST COLUMBIAN AVENUE NEENAH WI 54956 390813396 501(C)3 27127 YOUTH CENTERS & CLUBS HOLY FAMILY PARISH 1100 WEST RYAN STREET BRILLION WI 54110 390806809 501(C)3 27000 ELEMENTARY & SECONDARY SCHOOLS THE FAMILY 1909 WEST SECOND STREET APPLETON WI 54914 391280969 501(C)3 26200 RELIGIOUS MEDIA & COMMUNICATIONS ST BERNADETTE PARISH 2331 EAST LOURDES DRIVE APPLETON WI 54915 390980320 501(C)3 26150 RELIGION-RELATED ST PATRICK CATHOLIC CHURCH 324 NICOLET BLVD MENASHA WI 54952 390967024 501(C)3 25975 ROMAN CATHOLIC SNOWDROP FOUNDATION-WISCONSIN CHAPTER 4910 NORTH FUJI DRIVE APPLETON WI 54913 204478536 501(C)3 25700 CANCER RESEARCH KSD-KIMBERLY AREA SCHOOL DISTRICT PO BOX 159 COMBINED LOCKS WI 541130159 396002809 GOVERNMENT 25694 EDUCATION WSD-SCHOOL DISTRICT OF WAUPACA E2325 KING ROAD WAUPACA WI 54981 391779223 GOVERNMENT 25686 SECONDARY & HIGH SCHOOLS OLD GLORY HONOR FLIGHT INC 4650 WEST SPENCER STREET APPLETON WI 54914 270642712 501(C)3 25393 MILITARY & VETERANS ORGANIZATIONS CAP SERVICES 821 E 1ST AVENUE SUITE 3 APPLETON WI 54911 391080897 501(C)3 25290 NURSING FACILITIES EVANS SCHOLARS FOUNDATION 1 BRIAR ROAD GOLF IL 60029 362518129 501(C)3 25165 SCHOLARSHIPS & STUDENT FINANCIAL AID GOOD SHEPHERD PARISH 54 EAST MAIN STREET CHILTON WI 53014 390860456 501(C)3 25000 RELIGION-RELATED ST VINCENT DEPAUL - 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RELIGIOUS LEADERSHIP THE AVENUE 911 441 SOUTH JACKSON STREET GREEN BAY WI 54301 208883546 501(C)3 6950 RADIO ROTARY FOUNDATION OF ROTARY INTERNATIONAL 1560 SHERMAN AVENUE EVANSTON IL 60201 363245072 501(C)3 6782 SINGLE ORGANIZATION SUPPORT CITY OF SHAWANO 127 SOUTH SAWYER STREET SHAWANO WI 54166 396005594 GOVERNMENT 6750 PARKS & PLAYGROUNDS ST COLETTA OF WISCONSIN INC N4637 COUNTY HIGHWAY Y JEFFERSON WI 53549 390816855 501(C)3 6663 DEVELOPMENTALLY DISABLED CENTERS PLANNED PARENTHOOD OF WISCONSIN - FOX VALLEY 508 WEST WISCONSIN AVENUE APPLETON WI 54911 390863391 501(C)3 6525 FAMILY PLANNING ROADS - REACHING OUT ABOUT DEPRESSION AND SUICIDE INC 518 WEST 5TH STREET SHAWANO WI 54166 200463123 501(C)3 6500 MENTAL HEALTH TREATMENT BRIDGE THE GAP INC 1415 E GREEN BAY STREET - SUITE 111 111 SHAWANO WI 54166 261377517 501(C)3 6500 AUTISM ST MARY PARISH MENASHA 528 2ND STREET MENASHA WI 54952 390845602 501(C)3 6500 ROMAN CATHOLIC ST VINCENT DE PAUL OF APPLETON 1924 WEST COLLEGE AVENUE APPLETON WI 54914 391032282 501(C)3 6480 EMERGENCY ASSISTANCE JUVENILE DIABETES RESEARCH FOUNDATION-NE WISCONSIN CHAPTER 1800 APPLETON ROAD 2 MENASHA WI 549523727 231907729 501(C)3 6400 SPECIFICALLY NAMED DISEASES BAY-LAKES COUNCIL BOY SCOUTS OF AMERICA PO BOX 267 APPLETON WI 549120267 391184320 501(C)3 6325 BOY SCOUTS OF AMERICA ST MARGARET-MARY OF NEENAH 439 WASHINGTON AVENUE NEENAH WI 54956 390807228 501(C)3 6250 RELIGION-RELATED WAUPACA COMMUNITY ARTS BOARD PO BOX 88 WAUPACA WI 54981 270130176 501(C)3 6175 ARTS & HUMANITIES COUNCILS & AGENCIES ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)3 6149 SPECIALTY HOSPITALS EASTER SEALS WISCONSIN 8001 EXCELSIOR DRIVE SUITE 200 MADISON WI 53717 390824877 501(C)3 6120 DISABLED PERSONS RIGHTS WISCONSIN PHILANTHROPY NETWORK 15850 W BLUEMOUND ROAD SUITE 204 BROOKFIELD WI 53005 396236498 501(C)3 6100 PROFESSIONAL SOCIETIES & ASSOCIATIONS WAUPACA COUNTY SHERIFF'S DEPARTMENT 1402 EAST ROYALTON STREET WAUPACA WI 54981 396005758 GOVERNMENT 6060 LAW ENFORCEMENT ST MATTHEWS LUTHERAN CHURCH PO BOX 67 DANUBE MN 56230 411275005 501(C)3 6000 PROTESTANT ATTIC THEATRE INC PO BOX 41 APPLETON WI 549120041 390993864 501(C)3 5643 THEATER CROSS CATHOLIC OUTREACH 2700 NORTH MILITARY TRAIL 240 BOCA RATON FL 334273908 651156061 501(C)3 5550 INTERNATIONAL DEVELOPMENT VALPARAISO UNIVERSITY VALPARAISO UNIVERSITY ADVANCEMENT 1100 CAMPUS DRIVE SOUTH VALPARAISO IN 46383 350868125 501(C)3 5500 UNIVERSITIES PENINSULA MUSIC FESTIVAL PO BOX 340 EPHRAIM WI 54211 391691920 501(C)3 5500 PERFORMING ARTS NEENAH-MENASHA EMERGENCY SOCIETY PO BOX 744 NEENAH WI 54956 396056105 501(C)3 5500 HOMELESS CENTERS ST JOHN UNITED CHURCH OF CHRIST 1130 WEST MARQUETTE STREET APPLETON WI 54911 390901169 501(C)3 5364 RELIGION-RELATED NATIONAL PARKINSON FOUNDATION INC 200 SE 1ST STREET SUITE 800 MIAMI FL 33131 590968031 501(C)3 5364 NERVE, MUSCLE & BONE DISEASES NOTRE DAME ACADEMY 610 MARYHILL DRIVE GREEN BAY WI 543032092 391659776 501(C)3 5300 RELIGION-RELATED MIDWEST ENVIRONMENTAL ADVOCATES INC 612 WEST MAIN STREET MADISON WI 53703 392006475 501(C)3 5300 PUBLIC INTEREST LAW SIERRA CLUB FOUNDATION 2101 WEBSTER STREET SUITE 1250 OAKLAND CA 94612 946069890 501(C)3 5300 PUBLIC FOUNDATIONS CITY OF WAUPACA 111 SOUTH MAIN STREET WAUPACA WI 54981 396005644 GOVERNMENT 5278 GOVERNMENT & PUBLIC ADMINISTRATION GOLD CROSS AMBULANCE SERVICE 1055 WITTMANN DRIVE MENASHA WI 54952 391702433 501(C)3 5227 EMERGENCY MEDICAL SERVICES & TRANSPORT WISDOMESTHER P O BOX 784 NEENAH WI 54957 201644135 501(C)3 5200 THEATER WEYAUWEGA ARTS ORGANIZATION PO BOX 50 WEYAUWEGA WI 54983 870798025 501(C)3 5200 FILM & VIDEO MILWAUKEE ARCHDIOCESAN OFFICE FOR WORLD MISSION INC PO BOX 070912 MILWAUKEE WI 53207 800483424 501(C)3 5100 ROMAN CATHOLIC THE FOUNDATION CENTER 32 OLD SLIP 24TH FLOOR NEW YORK NY 10005 131837418 501(C)3 5075 PHILANTHROPY, CHARITY & VOLUNTARISM PROMOTION 274 POST SECONDARY SCHOLARSHIPS 401 854044 PART I, LINE 2: MANY OF THE COMPETITIVE GRANTS AWARDED BY THE FOUNDATION REQUIRE A PROGRESS REPORT DURING THE GRANT PERIOD AND/OR A FINAL REPORT AT THE END OF THE GRANT PERIOD. PROGRESS REPORTS ARE GENERALLY EXPECTED FOR MULTI-YEAR COMMITMENTS AS A WAY TO ASSESS THE WORK UNDERTAKEN TOWARD ACHIEVING ORIGINAL OBJECTIVES. THE FINAL REPORT PROCESS HAS THREE PRIMARY OBJECTIVES: ASSESSMENT OF WHAT'S BEEN LEARNED, IMPACT OF SUPPORT ON THE CORE MISSION, AND DEMONSTRATION OF ACCOUNTABILITY. WHEN REVIEWING A GRANT APPLICATION FROM AN ORGANIZATION THAT HAS RECEIVED PRIOR FUNDING, GRANTS COMMITTEE MEMBERS AND FOUNDATION STAFF OFTEN CONSIDER THE CONTENT OF PRIOR REPORTS. THE FOUNDATION WILL NOT CONSIDER APPLICATIONS FROM ORGANIZATIONS THAT HAVE OVERDUE REPORTS. SOME OF THE GRANTS AWARDED THROUGH NON-COMPETITIVE PROCESSES WILL ALSO FOLLOW THIS FINAL REPORT PROCESS IF SUGGESTED BY THE DONOR; OTHERWISE, WE RELY ON THE DONOR'S ADVICE REGARDING THE USE OF GRANTED FUNDS AND DECISIONS TO CONTINUE TO FUND AN ORGANIZATION IN THE FUTURE. X X X 0 1 0 0 0 0 0 0 0 CURT DETJEN PRESIDENT/CEO 236349 0 0 0 24000 0 36629 0 20348 0 317326 0 0 0 TERRI TOWLE VP FINANCE/ADMIN 125396 0 0 0 10664 0 4105 0 15910 0 156075 0 0 0 PART I - QUESTION 4B CURT DETJEN IS A PARTICIPANT IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE AMOUNT RECOGNIZED RATABLY OVER THE COURSE OF THE SERVICE PERIOD WAS $28,960 FOR 2017. X 115 5089858 AVE HIGH/LOW @ DATE GIFT 0 0 1 1 PART I, COLUMN (B): COL. B REPORTS THE NUMBER OF CONTRIBUTORS. IN TOTAL, THERE WERE 154 DONATIONS OF STOCK FROM 115 CONTRIBUTORS. PART I, LINE 32B: DONATIONS OF REAL PROPERTY ARE MADE THROUGH THE COMMUNITY REAL ESTATE AND PERSONAL PROPERTY FOUNDATION, INC. (A RELATED ORGANIZATION) THAT SELLS THE PROPERTY AND TRANSFERS THE CASH PROCEEDS TO THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. FORM 990, PART VI, SECTION A, LINE 2 JOHN HOGERTY II, KATHI SEIFERT, AND CATHERINE TIERNEY HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS 12 TO 21 MEMBERS. THE TERM OF EACH MEMBER SHALL BE THREE YEARS. AT EACH ANNUAL MEETING OF THE MEMBERS, THE MEMBERS ELECT ONE-THIRD OF THE MEMBERS. MEMBERS AFFIRM THE ELECTION OF THE BOARD OF DIRECTORS AND APPROVE SIGNIFICANT DECISIONS OF THE BOARD. MEMBERS DO NOT SHARE IN THE INCOME OF THE ORGANIZATION OR THE NET ASSETS UPON THE ORGANIZATION'S DISSOLUTION. FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF THE BOARD OF DIRECTORS IS AFFIRMED BY VOTE OF A MAJORITY OF THE MEMBERS PRESENT AND VOTING. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS APPROVE SIGNIFICANT DECISIONS OF THE BOARD OF DIRECTORS SUCH AS AMENDMENTS TO THE BYLAWS AND ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE CHAIRPERSON OF THE AUDIT AND BUDGET COMMITTEE/TREASURER AND THE VICE PRESIDENT OF FINANCE WILL REVIEW FOR REASONABLENESS AND APPROVE THE FILING OF THE FORM 990 AND THE WISCONSIN ANNUAL REPORT ON AN ANNUAL BASIS. THE ENTIRE AUDIT AND BUDGET COMMITTEE WILL REVIEW AND APPROVE FOR FILING ANNUALLY. THE FORM 990 IS DISTRIBUTED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, DIRECTORS AND EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE DESCRIBING THEIR RELATIONSHIPS AND THEIR FAMILY RELATIONSHIPS WITH OTHER ENTITIES DOING BUSINESS WITH THE COMMUNITY FOUNDATION AND ALL RELATED ORGAINIZATIONS. IF VOTES ARE TAKEN RELATING TO ANY OF THESE ENTITIES, BOARD MEMBERS WITH DISCLOSED RELATIONSHIPS ARE AUTOMATICALLY TREATED AS HAVING ABSTAINED FROM THE VOTING. A COMMUNITY FOUNDATION GRANTING COMMITTEE CAN NOT APPROVE A GRANT TO AN ORGANIZATION THAT EMPLOYS A FAMILY MEMBER OF ANYONE ON THE GRANTING COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR REVIEWING THE PERFORMANCE OF THE PRESIDENT/CEO AND SETTING HIS/HER COMPENSATION ON AN ANNUAL BASIS. THE PRESIDENT/CEO IS RESPONSIBLE FOR REVIEWING PERFORMANCE AND SETTING COMPENSATION FOR THE OTHER OFFICERS OF THE FOUNDATION. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR APPROVING THE TOTAL AMOUNT OF COMPENSATION FOR THE ENTIRE FOUNDATION STAFF TO BE INCLUDED IN THE ANNUAL BUDGET. THE COUNCIL ON FOUNDATIONS CONDUCTS AN ANNUAL SALARY SURVEY DEFINING SALARY RANGES FOR SPECIFIC STAFF POSITIONS. THE COMMUNITY FOUNDATION USES THIS DATA TO DETERMINE COMPENSATION FOR OFFICERS. THE GOAL OF THE FOUNDATION IS TO PAY AT MID-POINT OR ABOVE FOR COMPARABLE POSITIONS SO AS TO RETAIN TALENTED EMPLOYEES. THE EXECUTIVE COMMITTEE APPROVAL IS DOCUMENTED IN THEIR MINUTES AND THE TOTAL SALARY BUDGET IS APPROVED BY THE BOARD AS PART OF THE BUDGET APPROVAL PROCESS. THE VICE PRESIDENT OF FINANCE & ADMINISTRATION (WHO IS RESPONSIBLE FOR PAYROLL ADMINISTRATION) IS NOTIFIED OF THE NEW COMPENSATION FOR THE PRESIDENT/CEO DIRECTLY BY THE BOARD CHAIRPERSON EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 REQUESTS FOR THE FOLLOWING DOCUMENTS CAN BE SENT TO: EXECUTIVE ASSISTANT COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. 4455 W. LAWRENCE ST. APPLETON, WI 54914 -APPLICATION FOR RECOGNITION OF EXEMPTION UNDER SECTION 501(C)(3)(FORM 1023) -IRS DETERMINATION LETTER -ARTICLES AND BY-LAWS -CONFLICT OF INTEREST POLICY THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC. (SUPPORTED ORGANIZATION) PUBLISHES ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS, ANNUAL REPORT AND COMPETITIVE GRANT GUIDELINES ON ITS WEBSITE AT WWW.CFFOXVALLEY.ORG. FORM 990, PART XI, LINE 9: GRANT RETURNS 215,910. THE WILLIAM J AND BARBARA A SCHMIDT FAMILY FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 391869271 SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 MIELKE FAMILY FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 396074258 SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 DOUG AND CARLA SALMON FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 820566250 SUPPORT THE ACTIVITIES 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 ACTIVITIES 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 ACTIVITIES 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 INC 4455 W LAWRENCE ST APPLETON WI 54914 391649245 SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 WOMEN'S FUND FOR THE FOX VALLEY REGION INC 4455 W LAWRENCE ST APPLETON WI 54914 203096562 SUPPORT THE ACTIVITIES 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 ACTIVITIES 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 ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 0 1 1 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0