2019-01-09T15:58:21-06:00 2018-06-30 463220328 AKINS HENKE AND COMPANY 600 INWOOD AVENUE NORTH SUITE 160 OAKDALE MN 55128 990 2017-07-01 411817315 ST CROIX VALLEY FOUNDATION STCR 7153869490 516 SECOND STREET NO 214 HUDSON WI 54016 HEATHER LOGELIN PRESIDENT 7153869490 2019-01-08 1 GEORGIA AKINS P00950359 6516363806 50.244.196.169 2019-01-08 12:26:24 CS P 7A1792E1CEBC35935ABAF7F211B3BBF736DD0F17 7A1792E1CEBC35935ABAF7F211B3BBF736DD0F17 2017 2019-02-21 02:37:17Z HEATHER LOGELIN 516 SECOND STREET SUITE 214 HUDSON WI 54016 15083041 0 X WWW.SCVFOUNDATION.ORG X 1995 MN THE MISSION OF THE ST. CROIX VALLEY COMMUNITY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE ST. CROIX VALLEY BY: ENCOURAGING CHARITABLE GIVING IN THE VALLEY - BUILDING PERMANENT FUNDS THAT WILL PROVIDE RESOURCES FOR THE NEEDS OF TODAY AND TOMORROW. CONNECTING PEOPLE AND PROGRAMS - BRINGING TOGETHER PEOPLES CHARITABLE INTERESTS AND THE FUNDING NEEDS TO PROGRAMS AND ORGANIZATIONS. ENCOURAGING COLLABORATION - FORMING PARTNERSHIPS AND PROVIDING SERVANT LEADERSHIP THROUGH PROGRAMS THAT ENHANCE THE QUALITY OF LIFE IN OUR REGION'S DISTINCT COMMUNITIES. 19 19 7 180 0 0 11609788 3579919 248718 273564 1007166 1346617 21094 18266 12886766 5218366 2795700 1575329 0 0 392702 449503 126535 178350 270471 977135 810405 4292072 3013587 8594694 2204779 58913615 64812735 26158370 28728990 32755245 36083745 X THE MISSION OF THE ST. CROIX VALLEY COMMUNITY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE ST. CROIX VALLEY BY: ENCOURAGING CHARITABLE GIVING IN THE VALLEY - BUILDING PERMANENT FUNDS THAT WILL PROVIDE RESOURCES FOR THE NEEDS OF TODAY AND TOMORROW. CONNECTING PEOPLE AND PROGRAMS - BRINGING TOGETHER PEOPLES CHARITABLE INTERESTS AND THE FUNDING NEEDS TO PROGRAMS AND ORGANIZATIONS. ENCOURAGING COLLABORATION - FORMING PARTNERSHIPS AND PROVIDING SERVANT LEADERSHIP THROUGH PROGRAMS THAT ENHANCE THE QUALITY OF LIFE IN OUR REGION'S DISTINCT COMMUNITIES. 0 0 604309 9528 SPECIAL COMMUNITY PROJECTS: IN KEEPING WITH THE FOUNDATION'S MISSION, FOUNDATION STAFF MEMBERS PARTNER WITH OTHER ORGANIZATIONS, ESPECIALLY OUR AFFILIATE FOUNDATIONS, TO DIRECTLY ADDRESS CHANGING COMMUNITY CONCERNS. THIS INCLUDES: 1) FOSTERING COMMUNITY DIALOGUE AROUND LOCAL ISSUES -THROUGH REGIONAL FORUMS AND "CONVERSATIONS OF THE VALLEY", A MONTHLY PUBLIC AFFAIRS LUNCHEON; 2) PROMOTING NON PROFIT PERFORMANCE THROUGH WORKSHOPS AND GRANTS 3) WORKING WITH OUR AFFILIATES TO STRENGTHEN THEIR MANAGEMENT, GOVERNANCE, AND FUNDRAISING CAPACITY; AND 4) BUILDING DEMENTIA FREINDLTY COMMUNITIES. 185318 264036 FUND MANAGEMENT: THESE ACTIVITIES INCLUDE WORKING WITH DONORS, AGENCIES AND AFFILIATED FUNDS WHO ALREADY HAVE ESTABLISHED FUNDS WITH THE FOUNDATION AND INCLUDE TECHNICAL ASSISTANCE AND TRAINING AND EDUCATION AS WELL AS ACCOUNTING ACTIVITIES. THERE WERE APPROXIMATELY 480 FUNDS MANAGED IN FISCAL YEAR 2018. 1607384 1575329 GRANTS TO ART, EDUCATION, HUMAN SERVICES, ENVIRONMENTAL, RELIGIOUS, HEALTH AND OTHER CHARITABLE ORGANIZATIONS. APPROXIMATLEY 725 GRANTS WERE GIVEN IN FISCAL YEAR 2018. 34270 PHILANTHROPIC SERVICES: THESE ACTIVITIES INCLUDE WORKING WITH DONOR PROSPECTS, WITH PROFESSIONAL FINANCIAL ADVISORS AND AGENCIES WHO WANT TO ESTABLISH A FUND WITH THE FOUNDATION. 34270 2431281 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 23 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 WI MN X X EMILY LOWNSBURY 7153869490 516 SECOND STREEET HUDSON WI 54016 ANDY KASS BOARD MEMBER 2.00 X 0 0 0 ANDY KUBIAK BOARD MEMBER 2.00 X 0 0 0 BUCK MALICK BOARD MEMBER 2.00 X 0 0 0 CHARLIE WIKELIUS BOARD MEMBER 2.00 X 0 0 0 DENNIS DUERST BOARD MEMBER 2.00 X 0 0 0 DOUG GEISSLER BOARD MEMBER 2.00 X 0 0 0 DWIGHT CUMMINS BOARD MEMBER 2.00 X 0 0 0 GARY KELSEY BOARD MEMBER 2.00 X 0 0 0 HEATHER MCABEE BOARD MEMBER 2.00 X 0 0 0 JEANNE WALZ 7117 TO 5/8/18) BOARD MEMBER 2.00 X 0 0 0 JIM ELLIS BOARD MEMBER 2.00 X 0 0 0 JUDY FREUND BOARD MEMBER 2.00 X 0 0 0 KATRINA LARSEN BOARD MEMBER 2.00 X 0 0 0 LINDA SKOGLUND BOARD MEMBER 2.00 X 0 0 0 MARSHA SHOTLEY BOARD MEMBER 2.00 X 0 0 0 MATT THUESON BOARD MEMBER 2.00 X 0 0 0 MIKE PEPIN BOARD MEMBER 2.00 X 0 0 0 ROD ROMMEL 7117 TO 73117 BOARD MEMBER 2.00 X 0 0 0 STEVE SCHROEDER CHAIR 2.00 X X 0 0 0 SUE GERLACH VICE CHAIR 2.00 X X 0 0 0 SUZANN BROWN 7117 TO 7/31/17) BOARD MEMBER 2.00 X 0 0 0 TODD GILLINGHAM BOARD MEMBER 2.00 X 0 0 0 JANE HETLAND STEVENSON 7117 TO 5/15/18)EXECUTIVE DIRECTOR 40.00 X 122053 0 9341 HEATHER LOGELIN EXECUTIVE DIRECTOR 40.00 X 0 0 0 122053 0 9341 1 0 0 0 MGI INC 2925 DEAN PARKWAY SUITE 300 MINNEAPOLIS MN 55415 FUNDRAISING CONSULTANT 144000 1 3579919 646529 3579919 ADMINISTRATIVE CHARGES 525990 264036 264036 CONVERSATIONS OF THE VALLEY 900099 9528 9528 273564 874710 874710 18266 0 18266 18266 18266 10336582 9864675 471907 471907 471907 5218366 273564 0 1364883 1575329 1575329 125153 35675 34471 55007 264198 153292 91481 19425 12563 7346 4281 936 16866 13315 1859 1692 30723 15111 9987 5625 3129 3129 11835 11835 178350 178350 168164 75330 92834 7738 3594 4144 11747 7863 2311 1573 20974 10894 9044 1036 63493 34721 25370 3402 5031 3935 116 980 14867 12096 2623 148 2554 1405 1011 138 5420 2981 2147 292 FUND PROJECT EXPENSES 450305 450305 EQUIPMENT RENTAL AND MA 34637 19053 13717 1867 CONVERSATIONS OF THE VA 9036 9036 DUES AND SUBSCRIPTIONS 1475 1475 3013587 2431281 311835 270471 96934 63913 499344 502848 193159 3781 20782 79951 64926 4129 15025 58309427 64017008 58913615 64812735 90186 50623 37500 0 5909 0 26024775 28666275 0 12092 26158370 28728990 X 599104 430571 7094769 8537216 25061372 27115958 32755245 36083745 58913615 64812735 2204779 1123721 0 X 0 1 X 1 0 X 2716876 2470039 3971910 11609788 3579919 24348532 2716876 2470039 3971910 11609788 3579919 24348532 2376992 21971540 391379 490385 627609 559548 892976 2961897 27310429 1186062 0.80450 0.83800 X 151 1350739 778979 9570403 1 1 0 1 X 28854156 2054586 2378988 614290 424661 32248779 18461913 9100412 2406813 656029 458953 28854156 18056856 1542236 80442 1014494 203127 18461913 17423498 854770 730473 680435 271450 18056856 14658284 1061644 2524009 580828 239611 17423498 0.00850 0.15070 0.84080 1 0 79951 64926 15025 15025 CAPITAL LEASE 12092 12092 X 6342087 1123721 1123721 5218366 0 5218366 3013587 0 3013587 0 3013587 PART IV, LINE 2B: THE FOUNDATION HAS ESTABLISHED A LIABILITY FOR FUNDS FROM DONORS WHICH THE FOUNDATION IS AN AGENT. THE FOUNDATION HAS AGREEMENTS WITH ALL ORGANIZATIONS IN WHICH IT IS ACTING AS AN AGENT. PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS CONSIST OF FUNDS ESTABLISHED TO PROVIDE PROGRAM SUPPORT SUCH AS ARTS, MUSIC, AND SCIENCE AS WELL AS GENERAL OPERATIONS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SEC 501(C)(3) OF THE INTERNAL REVENUE CODE. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2018 AND 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. X X X X X 1 MGIINC 2925 DEAN PARKWAY SUITE 300 MINNEAPOLIS MN 55415 FUNDRAISING CONSULTANT 0 601066 144000 457066 601066 144000 457066 MN SCHEDULE G, PART I, LINE 2B, COLUMN (V) $144,000 PAID FOR CONSULTING FEES AND $34,350 REIMBURSEMENT FOR PRINTING AND MEETING EXPENSES RELATED TO THE CAMPAIGN. 1 ARTREACH ST CROIX 224 4TH STREET NORTH STILLWATER MN 55082 411758837 501(C)(3) 5000 STCROIXSPLASH.ORG BAYFIELD COUNTY LAND & WATER CONSERVATION DEPARTMENT PO BOX 126 WASHBURN WI 54891 396005670 501(C)(3) 6500 SUPPORT FOR OPERATION OF STREAM FLOW AND TEMPERATURE MONITORING GAGE ON THE NAMEKAGON RIVER AT LEONARDS, WI BLUES ON THE CHIPPEWA INC PO BOX 125 DURAND WI 54736 262517984 501(C)(3) 15000 FUNDING FOR BLUES FESTIVAL AND RELATED CHARITABLE PURPOSES CAN DO CANINES 9440 SCIENCE CENTER DRIVE NEW HOPE MN 55428 411594165 501(C)(3) 5000 TO PROVIDE SERVICE DOGS TO PEOPLE WITH DISABILITIES CAN DO CANINES 9440 SCIENCE CENTER DRIVE NEW HOPE MN 55428 411594165 501(C)(3) 1000 ASSISTANCE DOGS FOR HEARING LOSS CANVAS HEALTH 5650 MEMORIAL AVENUE NORTH OAK PARK HEIGHTS MN 55082 410955577 501(C)(3) 13350 CHILD PSYCHIATRY PROGRAMS CHRIST LUTHERAN CHURCH 150 5TH STREET MARINE MN 55047 411294832 501(C)(3) 10000 CAPITAL CAMPAIGN CITY OF AMERY 118 CENTER STREET AMERY WI 54001 396005378 501(C)(3) 10000 COMMUNITY WATER RECREATION STUDY COR RETREAT INC PO BOX 1000 HUDSON WI 54016 453977601 501(C)(3) 25000 GENERAL OPERATING - FOOD RECOVERY CRU PO BOX 628222 ORLANDO FL 32862 956006173 501(C)(3) 19500 FOR NEAL NEWHOF/THE CHILDREN'S STUDIO IN AZERBAIJAN CYSTIC FIBROSIS FOUNDATION NEBRASKA CHAPTER 2827 S 88TH ST OMAHA NE 68124 470527737 501(C)(3) 5000 GENERAL FUND EZEKIEL LUTHERAN CHURCH 202 SOUTH SECOND STREET RIVER FALLS WI 54022 390860349 501(C)(3) 4064 GENERAL OPERATING EZEKIEL LUTHERAN CHURCH 202 SOUTH SECOND STREET RIVER FALLS WI 54022 390860349 501(C)(3) 2000 GENERAL FUND/ALWAYS LOVED EZEKIEL LUTHERAN CHURCH 202 SOUTH SECOND STREET RIVER FALLS WI 54022 390860349 501(C)(3) 3500 GENERAL FUND FAIRVIEW FOUNDATION 1690 UNIVERSITY AVE W SUITE 250 ST PAUL MN 55104 411602044 501(C)(3) 25000 TO HELP FUND THERAPEUTIC AND RECREATIONAL OUTREACH PROGRAM FAMILYMEANS 1875 NORTHWESTERN AVENUE SOUTH STILLWATER MN 55082 416045574 501(C)(3) 13350 PROGRAMS TO HELP WOMEN AND CHILDREN WHO EXPERIENCE ABUSE FIRST LUTHERAN CHURCH 218 COUNTY RD K NEW RICHMOND WI 54017 391039815 501(C)(3) 9175 NEW BUILDING FUND FIRST LUTHERAN CHURCH 218 COUNTY RD K NEW RICHMOND WI 54017 391039815 501(C)(3) 4000 $1,000 TO THE MARY & JOSEPH FUND, AND $3,000 TO FIRST LUTHERAN GENERAL GIVING FIRST PRESBYTERIAN CHURCH 1901 VINE STREET HUDSON WI 54016 930846997 501(C)(3) 23971 CAPITAL CAMPAIGN FIRST PRESBYTERIAN CHURCH 1901 VINE STREET HUDSON WI 54016 930846997 501(C)(3) 3775 GENERAL OPERATIONS FIRST PRESBYTERIAN CHURCH 1901 VINE STREET HUDSON WI 54016 930846997 501(C)(3) 3850 GENERAL OPERATIONS FIVE LOAVES FOOD & CLOTHING CENTER INC PO BOX 222 NEW RICHMOND WI 54017 391565734 501(C)(3) 5000 SUPPORT HUNGER INITIATIVE FIVE LOAVES FOOD & CLOTHING CENTER INC PO BOX 222 NEW RICHMOND WI 54017 391565734 501(C)(3) 500 HAPPY KIDS BACKPACK PROGRAM - VOUCHERS FOR FRESH PRODUCE FIVE LOAVES FOOD & CLOTHING CENTER INC PO BOX 222 NEW RICHMOND WI 54017 391565734 501(C)(3) 10000 FOR THE PURCHASE OF FOOD FIVE LOAVES FOOD & CLOTHING CENTER INC PO BOX 222 NEW RICHMOND WI 54017 391565734 501(C)(3) 750 FOR PURCHASING FOOD FOR THE HOLIDAYS FIVE LOAVES FOOD & CLOTHING CENTER INC PO BOX 222 NEW RICHMOND WI 54017 391565734 501(C)(3) 525 FEED THE HUNGRY FIVE LOAVES FOOD & CLOTHING CENTER INC PO BOX 222 NEW RICHMOND WI 54017 391565734 501(C)(3) 645 PROCEEDS FROM SALE OF STOCK FOR BENEFIT OF FIVE LOAVES FRIENDS OF CREX 102 EAST CREX AVENUE GRANTSBURG WI 54840 391524915 501(C)(3) 12000 MESS HALL FUND FRIENDS OF CREX 102 EAST CREX AVENUE GRANTSBURG WI 54840 391524915 501(C)(3) 2000 MESS HALL FUND GRACE PLACE - SALVATION ARMY 505 W 8TH ST NEW RICHMOND WI 54017 362167910 501(C)(3) 664 GENERAL OPERATING GRACE PLACE - SALVATION ARMY 505 W 8TH ST NEW RICHMOND WI 54017 362167910 501(C)(3) 1000 GENERAL OPERATIONS GRACE PLACE - SALVATION ARMY 505 W 8TH ST NEW RICHMOND WI 54017 362167910 501(C)(3) 500 SUPPORT HOMELESS INDIVIDUALS AND FAMILIES AT GRACE PLACE GRACE PLACE - SALVATION ARMY 505 W 8TH ST NEW RICHMOND WI 54017 362167910 501(C)(3) 1500 GENERAL OPERATING GRACE PLACE - SALVATION ARMY 505 W 8TH ST NEW RICHMOND WI 54017 362167910 501(C)(3) 5000 WHERE NEEDED MOST HOPE LUTHERAN CHURCH 3337 KINGSBARN AVENUE RIVER FALLS WI 54022 721603482 501(C)(3) 5794 DONOR DESIGNATED HUDSON DOG OWNER'S ASSOCIATION PO BOX 1236 HUDSON WI 54016 813876368 501(C)(3) 5000 SPARK GRANT WINNER - CREATE COMMUNITY DOG PARK HUDSON HOSPITAL FOUNDATION 405 STAGELINE RD HUDSON WI 54016 391279567 501(C)(3) 500 GENERAL OPERATING HUDSON HOSPITAL FOUNDATION 405 STAGELINE RD HUDSON WI 54016 391279567 501(C)(3) 1000 UNRESTRICTED HUDSON HOSPITAL FOUNDATION 405 STAGELINE RD HUDSON WI 54016 391279567 501(C)(3) 500 ENDOWMENT FUND HUDSON HOSPITAL FOUNDATION 405 STAGELINE RD HUDSON WI 54016 391279567 501(C)(3) 3000 GENERAL OPERATING MOUNT HOLYOKE COLLEGE 50 COLLEGE STREET SOUTH HADLEY MA 01075 042103578 501(C)(3) 6000 GENERAL OPERATING MUSIC SAINT CROIX 522 WEST OAK STREET STILLWATER MN 55082 411927697 501(C)(3) 5000 CARNIVAL OF THE ANIMALS NORTHWEST PASSAGE LIMITED 7417 N BASS LAKE RD WEBSTER WI 54893 391311448 501(C)(3) 2500 SPREADING ROOTS: CONNECTING TO NUTRITION AND HEALTH THROUGH THE NATURAL WORLD OF ORGANIC GARDENING NORTHWEST PASSAGE LIMITED 7417 N BASS LAKE RD WEBSTER WI 54893 391311449 501(C)(3) 3000 SCHAEFER CABIN ARTIST IN RESIDENCE PROGRAM PARKINSON'S FOUNDATION MINNESOTA 8085 WAYZATA BLVD SUITE 100 GOLDEN VALLEY MN 55426 131866796 501(C)(3) 25000 TO HELP FUND PARKINSON'S FOUNDATION - MN RESPITE CARE GRANT PROGRAM PARKINSON'S FOUNDATION MINNESOTA 8085 WAYZATA BLVD SUITE 100 GOLDEN VALLEY MN 55426 131866796 501(C)(3) 25000 TO HELP FUND A 4-PART SERIES OF EDUCATIONAL SYMPOSIUMS THROUGHOUT 2018 DEVELOPED TO EDUCATE PARKINSON'S DISEASE PATIENT CAREGIVERS IN MN AND WESTERN WI SIREN SCHOOL DISTRICT 24022 4TH AVE SIREN WI 54872 396008581 501(C)(3) 5000 SIREN FULL BAND PROJECT SPRING RUN CHARITABLE FOUNDATION 9136 SPRING RUN BLVD BONITA SPRINGS FL 34135 263813716 501(C)(3) 5000 GENERAL OPERATING ST ANDREW'S LUTHERAN CHURCH 900 STILLWATER ROAD MAHTOMEDI MN 55115 410880458 501(C)(3) 9000 GENERAL OPERATING OR SPECIAL PROJECTS ST ANDREW'S LUTHERAN CHURCH 900 STILLWATER ROAD MAHTOMEDI MN 55115 410880458 501(C)(3) 7500 GENERAL OPERATING OR A SPECIFIC PROJECT ST CROIX RIVER ASSOCIATION 230 SOUTH WASHINGTON ST UNIT 1 ST CROIX FALLS WI 54024 263025933 501(C)(3) 500 GENERAL OPERATING ST CROIX RIVER ASSOCIATION 230 SOUTH WASHINGTON ST UNIT 1 ST CROIX FALLS WI 54024 263025933 501(C)(3) 9100 FUNDING FOR LITTER BAGS $4,100; 50TH ANNIVERSARY PENS $500;CAMP NAMEKAGON RV SPOT $800; RESOURCE MANAGEMENT PLANNING SESSION $3,700 ST CROIX RIVER ASSOCIATION 230 SOUTH WASHINGTON ST UNIT 1 ST CROIX FALLS WI 54024 263025933 501(C)(3) 37500 GENERAL OPERATING SUPPORT FOR YEAR 2018 ST CROIX RIVER ASSOCIATION 230 SOUTH WASHINGTON ST UNIT 1 ST CROIX FALLS WI 54024 263025933 501(C)(3) 37500 GENERAL OPERATING SUPPORT FOR CALENDAR YEAR 2017 ST CROIX RIVER ASSOCIATION 230 SOUTH WASHINGTON ST UNIT 1 ST CROIX FALLS WI 54024 263025933 501(C)(3) 500 SPONSORSHIP OF "THE ENDURING GIFT" DOCUMENTARY ST CROIX RIVER ASSOCIATION 230 SOUTH WASHINGTON ST UNIT 1 ST CROIX FALLS WI 54024 263025933 501(C)(3) 2570 DONEE'S DISCRETION ST CROIX VALLEY AREA LEARNING CENTER 5701 STILLWATER BOULEVARD N STILLWATER MN 55082 416008519 501(C)(3) 8375 FUNDING FOR MENTAL HEALTH SERVICES, STUDENT SUPPORT GROUPS, CONNECTIONS OF STUDENTS TO CHEMICAL HEALTH SERVICES ST MARY'S CATHOLIC CHURCH 423 5TH ST S STILLWATER MN 55082 410782871 501(C)(3) 5000 PARISH OPERATING EXPENSES STILLWATER PUBLIC LIBRARY 224 THIRD ST N STILLWATER MN 55082 416005566 501(C)(3) 9705 DONOR DESIGNATED THE PHIPPS CENTER FOR THE ARTS 109 LOCUST STREET HUDSON WI 54016 391360778 501(C)(3) 500 GENERAL OPERATING THE PHIPPS CENTER FOR THE ARTS 109 LOCUST STREET HUDSON WI 54016 391360778 501(C)(3) 500 GENERAL OPERATING THE PHIPPS CENTER FOR THE ARTS 109 LOCUST STREET HUDSON WI 54016 391360778 501(C)(3) 500 ENDOWMENT FUND THE PHIPPS CENTER FOR THE ARTS 109 LOCUST STREET HUDSON WI 54016 391360778 501(C)(3) 550 2017 ANNUAL FUND DRIVE THE PHIPPS CENTER FOR THE ARTS 109 LOCUST STREET HUDSON WI 54016 391360778 501(C)(3) 400 GENERAL OPERATING THE PHIPPS CENTER FOR THE ARTS 109 LOCUST STREET HUDSON WI 54016 391360778 501(C)(3) 1000 GENERAL OPERATING THE PHIPPS CENTER FOR THE ARTS 109 LOCUST STREET HUDSON WI 54016 391360778 501(C)(3) 1500 GENERAL OPERATING THE PHIPPS CENTER FOR THE ARTS 109 LOCUST STREET HUDSON WI 54016 391360778 501(C)(3) 2000 SHARING OUR FUTURE THE RETREAT 1221 WAYZATA BLVD EAST WAYZATA MN 55391 411701950 501(C)(3) 30000 CAPITAL CAMPAIGN THE SALVATION ARMY 2445 PRIOR AVE N ROSEVILLE MN 55113 410698597 501(C)(3) 1000 GENERAL FUND THE SALVATION ARMY 2445 PRIOR AVE N ROSEVILLE MN 55113 410698597 501(C)(3) 1000 USE AT AGENCY DISCRETION THE SALVATION ARMY 2445 PRIOR AVE N ROSEVILLE MN 55113 410698597 501(C)(3) 5000 GENERAL OPERATING TRINITY LUTHERAN CHURCH 115 NORTH FOURTH STREET STILLWATER MN 55082 410757885 501(C)(3) 15000 GENERAL OPERATING TRINITY LUTHERAN CHURCH 115 NORTH FOURTH STREET STILLWATER MN 55082 410757885 501(C)(3) 250 GENERAL OPERATING UNITED WAY OF WASHINGTON COUNTY - EAST 1825 CURVE CREST BLVD STILLWATER MN 55082 410855267 501(C)(3) 12000 GENERAL OPERATING UNITED WAY OF WASHINGTON COUNTY - EAST 1825 CURVE CREST BLVD STILLWATER MN 55082 410855267 501(C)(3) 2500 GENERAL FUND UNITED WAY ST CROIX VALLEY 201 SECOND STREET SOUTH SUITE 300 HUDSON WI 54016 391372545 501(C)(3) 6000 GENERAL OPERATING UNITED WAY ST CROIX VALLEY 201 SECOND STREET SOUTH SUITE 300 HUDSON WI 54016 391372545 501(C)(3) 1493 DONOR DESIGNATED UNITED WAY ST CROIX VALLEY 201 SECOND STREET SOUTH SUITE 300 HUDSON WI 54016 391372545 501(C)(3) 7900 MENTAL HEALTH FIRST AID UNITED WAY ST CROIX VALLEY 201 SECOND STREET SOUTH SUITE 300 HUDSON WI 54016 391372545 501(C)(3) 5000 TO BE USED AS MATCHING FUNDS FOR NEW AND INCREASED GIFTS TO THE JOHN COUGHLIN FOOD RESOURCE CENTER UNITED WAY ST CROIX VALLEY 201 SECOND STREET SOUTH SUITE 300 HUDSON WI 54016 391372545 501(C)(3) 7000 GIVEBIG ST. CROIX VALLEY UNITED WAY ST CROIX VALLEY 201 SECOND STREET SOUTH SUITE 300 HUDSON WI 54016 391372545 501(C)(3) 3320 DONOR DESIGNATED UNITED WAY ST CROIX VALLEY 201 SECOND STREET SOUTH SUITE 300 HUDSON WI 54016 391372545 501(C)(3) 500 GENERAL OPERATING UNITED WAY ST CROIX VALLEY INC 201 SECOND STREET SOUTH SUITE 300 HUDSON WI 54016 391372545 501(C)(3) 500 SPONSORSHIP OF THE FAMILY FRIENDLY RIVER RUN/WALK 5K UNITED WAY ST CROIX VALLEY INC 201 SECOND STREET SOUTH SUITE 300 HUDSON WI 54016 391372545 501(C)(3) 4855 FARMERS FIGHTING HUNGER - NOURISHING OUR COMMUNITIES UNIVERSITY OF ILLINOIS ROGER ADAMS FUND PO BOX 3429 CHAPAIGN IL 61801 376006007 501(C)(3) 6000 GENERAL OPERATING YOUNG LIFE STUDENT LEADERSHIP PROGRAM #1537 423 CITRUS AVE NOKOMIS FL 34275 840385934 501(C)(3) 5000 GENERAL OPERATING AND SCHOLARSHIP SUPPORT 86 PART I, LINE 2: STAFF PERFORMS DUE DILIGENCE TO CONFIRM THAT GRANT RECIPIENTS ARE 501(C)(3) ORGANIZATIONS. THEY ARE REVIEWED BY THE GRANTS ADMINISTRATOR, THE PRESIDENT AND THE ACCOUNTANT. WITH COMPETITIVE GRANTS, FINAL REPORTS ARE REQUIRED FROM THE RECIPIENTS TO EXPLAIN HOW THE GRANT FUNDS WERE SPENT AND THE RESULTS ACHIEVED WITH THE GRANTS. STAFF FOLLOW UP WITH ALL COMPETITIVE GRANT RECIPIENTS TO GET THESE REPORTS. X 60 646529 AVG HIGH/LOW PRICE 0 1 1 PART I, LINE 32B: ALL STOCK DONATIONS ARE RECEIVED IN AN FOUNDATION INVESTMENT ACCOUNT ADMINISTERED BY A THIRD PARTY. ALL STOCK DONATIONS ARE SOLD UPON RECEIPT. GIFTS OF REAL PROPERTY ARE MADE TO SCVF HOLDINGS, LLC (A DISREGARDED ENTITY OF THE FOUNDATION) AND MARKETED BY THE LOCAL AFFILIATE BOARD MEMBERS DESIGNEE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 RETURN IS PRESENTED TO THE BOARD OF DIRECTORS AND OUR TREASURER. THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS REVEIWED AND DISCUSSED ANNUALLY BEFORE THE BOARD MEMBERS SIGN THE CONFLICT OF INTEREST FORM AND DISCLOSE ANY CONFLICTS THEY MAY HAVE. CONFLICTS, IF ANY, ARE MONITORED BY MANAGEMENT THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION BOARD PERIODICALLY REVIEWS THE JOB DESCRIPTION OF THE PRESIDENT AND EVALUATES HIS/HER PERFORMANCE ON A REGULAR BASIS. COMPENSATION OF THE PRESIDENT IS SET AND APPROVED BY THE FULL BOARD, THE EXECUTIVE OR THE AUDIT COMMITTEE. NO BOARD OR COMMITTEE MEMBERS WILL TAKE PART IN SETTING THE COMPENSATION OF THE PRESIDENT IF THEY HAVE ANY CONFLICT OF INTEREST. THE PRESIDENT WILL NOT BE PRESENT DURING THE DISCUSSION OF COMPENSATION. THE RESPONSIBLE COMMITTEE WILL REPORT FULLY TO THE ENTIRE BOARD. THE EXCESS BENEFIT TRANSACTION RULES (I.E. BASING THE DECISION ON COMPARABLE DATA READILY AVAILABLE TO THE BOARD COMMITTEE AND RECORDING THE PROCESS AND DECISIONS IN THE MINUTES), CREATE A PRESUMPTION OF REASONABLENESS FOR COMPENSATION. THE RESPONSIBLE COMMITTEE MAY USE COMPENSATION SURVEYS BY INDEPENDENT CONSULTANTS, COMPENSATION PACKAGES OFFERED AT SIMILARLY SIZED FOUNDATIONS, AND WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE SERVICES OF THE PRESIDENT. THE RESPONSIBLE COMMITTEE WILL DOCUMENT THE BASIS FOR ITS DETERMINATIONS OF THE COMPENSATION PACKAGE, WITH THE IMPLEMENTATION OF THE DETERMINATION (WITHIN 60 DAYS OF THE DECISION, OR THE NEXT MEETING OF THE FULL BOARD OF DIRECTORS, WHICHEVER IS LATER). THE DOCUMENTATION WILL INCLUDE: - THE TERMS OF THE TRANSACTION AND THE DATE IT WAS APPROVED. - THE MEMBERS OF THE COMMITTEE WHO DISCUSSED THE COMPENSATION AND THE NAMES OF THE MEMBERS WHO APPROVED IT. - THE COMPARABILITY DATA USED, AND HOW IT WAS OBTAINED. - THE ACTION TAKEN TO CONSIDER THOSE WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO THE DECISION ON THE COMPENSATION PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. SCVF HOLDINGS LLC 516 2ND STREET SUITE 214 HUDSON WI 54016 464871208 TO ACCEPT AND SELL DONATIONS OF REAL PROPERTY FOR THE FOUNDATION WI 36931 ST CROIX VALLEY FOUNDATION