2018-10-31T09:24:39-05:00 2017-12-31 390912608 HAWKINS ASH CPAS LLP 500 S SECOND STREET SUITE 200 LA CROSSE WI 54601 990 2017-01-01 363500853 WINONA COMMUNITY FOUNDATION WINO 5074546511 51 EAST 4TH ST NO 314 WINONA MN 55987 BEAU VAN BEEK CHAIR 5074546511 2018-10-30 1 SANDRA JENSEN P01468300 6087847737 192.55.242.200 2018-10-30 22:07:37 CD P E2FDFD8539EB39660F612433B86BE2DD8D0B9E96 65EFCDE8B311C332682DF9ABF2317EDE8F4291F2 2017 2019-02-21 02:37:17Z BEAU VAN BEEK 51 EAST 4TH ST NO 314 WINONA MN 55987 8537956 0 X WWW.WINONACOMMUNITYFOUNDATION.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 12 2 100 0 0 1183998 1255199 1795 39986 124717 581184 232713 16214 1543223 1892583 937109 1291010 0 0 115059 119792 0 0 34012 204652 556679 1256820 1967481 286403 -74898 13273996 14150605 2262849 2496412 11011147 11654193 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 1819816 1291010 56200 CONNECTING DONORS WITH CHARITABLE NEEDS THROUGH DILIGENT STEWARDING OF DONATIONS, WINONA COMMUNITY FOUNDATION CONTINUED TO FOSTER ITS MISSION IN 2017 WITH 371 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. 1819816 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 3 0 1 2 1 0 0 0 0 0 0 0 0 X 13 12 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 KATHLEEN PETERSON DIRECTOR 1.00 X 0 0 0 ANDREW GUZZO DIRECTOR 1.00 X 0 0 0 JENNIFER BAERTSCH DIRECTOR 1.00 X 0 0 0 DENISE MCDOWELL DIRECTOR 1.00 X 0 0 0 ERIC BARTELSON 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 49173 0 4785 49173 0 4785 0 0 0 0 0 1255199 302095 1255199 SERVICE FEES 523000 39986 39986 39986 291636 291636 6934921 6645373 289548 289548 289548 MISCELLANEOUS 900099 16214 16214 16214 1892583 56200 0 581184 1291010 1291010 49173 7327 29201 12645 49953 7443 29664 12846 9448 1410 5597 2441 515 77 306 132 10703 1596 6344 2763 27632 27632 46799 46799 749 749 2305 2305 9603 1415 5786 2402 653 653 209 155 38 16 3069 453 1849 767 PROGRAM EXPENSES 461818 461818 PRINTING & PUBLICATIONS 1553 1553 MEMBERSHIP DUES 1167 1167 EQUIPMENT RENT & MAINTE 750 750 372 313 59 1967481 1819816 113653 34012 8381 0 0 1413473 193123 0 2265 2273 40843 40843 209 0 9976865 9567146 3093153 3167713 13273996 14150605 13226 13401 360 26486 2249263 2456525 2262849 2496412 X 4174409 4604236 5500651 5712774 1336087 1337183 11011147 11654193 13273996 14150605 X -74898 717687 257 X X 0 1 X 1 0 X 1495701 588234 1179531 1183998 1255199 5702663 1495701 588234 1179531 1183998 1255199 5702663 1575804 4126859 65048 220381 308589 124717 291636 1010371 10779 -111 3327 23362 0 37357 4217 2739 3672 32248 16214 59090 6809481 0.60600 0.67890 X 48 398324 519318 2830435 1 1 2163964 196886 378353 149108 2590095 2094826 932 145930 77724 2163964 2203881 767 -15495 94327 2094826 2203689 2860 90666 93334 2203881 1718274 296091 246944 57620 2203689 0.17800 0.51600 0.30600 1 0 40843 40843 0 0 MFS SER TR EMERG GRW I 1188148 F HARTFORD MUT FDS CORE EQUITY I 888966 F AMERICAN BEACON FDS AMBBWAY LC INSTL 1090599 F 3167713 AGENCY FUNDS 2456525 2456525 X 2610527 717687 257 717944 1892583 0 1892583 1967481 0 1967481 0 1967481 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, 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS-257 1 BLUFF COUNTY FAMILY RESOURCES PO BOX 294 HOKAH MN 55941 411502808 501(C)3 5121 EMERGENCY ASSISTANCE BLUFFVIEW MONTESSORI SCHOOL 1321 GILMORE AVE WINONA MN 55987 411589141 501(C)3 5000 KITCHEN APPLIANCES CATHOLIC CHARITIES DIOCESE OF WINONA 55 WEST SANBORN WINONA MN 55987 410721636 501(C)3 31513 EMERGENCY ASSISTANCE CATHOLIC FOUNDATION OF SOUTHERN MN 55 WEST SANBORN WINONA MN 55987 411691198 501(C)3 25000 GENERAL SUPPORT CATHOLIC SCHOOLS FOUNDATION OF WINONA 1115 WEST BROADWAY WINONA MN 55987 411564670 501(C)3 5000 ANNUAL APPEAL CITY OF WINONA PO BOX 1247 WINONA MN 55987 416005651 CITY OF WINONA 32000 LAKE PARK ROSE GARDEN IMPROVEMENTS GREAT RIVER REVIEW 211 WEST WABASHA ST WINONA MN 55987 411292813 501(C)3 5000 VARIOUS WINONA ARTS PROJECTS GREAT RIVER SHAKESPEARE FESTIVAL PO BOX 1434 WINONA MN 55987 010765907 501(C)3 20000 GENERAL SUPPORT GUSTAVUS ADOLPHUS COLLEGE 800 WEST COLLEGE AVE ST PETER MN 56082 410695524 501(C)3 5000 WILKINSON LEGACY ENDOWMENT FUND HABITAT FOR HUMANITY PO BOX 1183 WINONA MN 55987 411755549 501(C)3 25000 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 NORTH LIBERTY COMMUNITY PANTRY 85 NORTH JONES BLVD NORTH LIBERTY IA 52317 421233284 501(C)3 5000 GENERAL SUPPORT RIDGEWAY COMMUNITY ASSOCIATION 35564 WINONA COUNTY ROAD 12 RIDGEWAY MN 55943 342054700 501(C)3 20000 GYM FLOOR, BASKETS & CLIMBING WALL SAINT MARY'S UNIVERSITY OF MINNESOTA 700 TERRACE HEIGHTS WINONA MN 55987 410695527 501(C)3 20000 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 16000 CAPITAL IMPROVEMENTS, GENERAL SUPPORT WINONA AREA MOUNTAIN BIKERS 178 CENTER STREET WINONA MN 55987 411811472 501(C)3 5000 TRAILER, TENT & BIKE RACKS WINONA AREA PUBLIC SCHOOLS 1570 HOMER ROAD WINONA MN 55987 411707738 501(C)3 9500 PROGRAMS WINONA FAMILY YMCA 207 WINONA STREET WINONA MN 55987 410693890 501(C)3 351000 BUILDING CAMPAIGN, GENERAL SUPPORT, BUILDING CAPITAL FUND WINONA PARK & RECREATION PO BOX 1247 WINONA MN 55987 416005651 501(C)3 75000 EAST REC GYM FLOOR WINONA PUBLIC LIBRARY PO BOX 1247 WINONA MN 55987 416005651 501(C)3 50000 MAIN ENTRANCE CONSTRUCTION WINONA VOLUNTEER SERVICES PO BOX 1069 WINONA MN 55987 237376207 501(C)3 10787 EMERGENCY ASSISTANCE WOMEN'S FOUNDATION OF MINNESOTA 105 FIFTHE AVENUE SOUTH SUITE 300 MINNEAPOLIS MN 55401 411635761 501(C)3 16000 TRANSFERING FUND-FUND CLOSED YMCA CAMP OLSON PO BOX 1183 LONGVILLE MN 56655 410967781 501(C)3 7500 DINING HALL & WHITE PALACE REMODEL 25 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 FESTIMVAL DIRECTOR IS THE DEVELOPMENT DIRECTOR OF THIS ORGANIZATION 20000 GRANT GENERAL SUPPORT X 6 302095 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 XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 257. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.