2018-03-07T16:17:46-06:00 2017-06-30 391173131 SCHENCK SC 200 E WASHINGTON ST PO BOX 1739 APPLETON WI 549121739 990 2016-07-01 391866090 APPLETON EDUCATION FOUNDATION INC APPL 9208321517 122 E COLLEGE AVE 1-B APPLETON WI 54911 GARY JAHNKE PRESIDENT 9208321517 2018-02-21 1 MIKE VANDEN HOGEN P00499282 9207318111 74.142.163.66 2018-02-21 08:52:11 CS P A2332E9BA041B4FC086FC95AEC67015C51811E2D 9475B8F64D5A719E781C043AAC9DC26B2B2E8E16 2016 2021-01-29 14:40:06Z GARY JAHNKE 122 E COLLEGE AVE 1-B APPLETON WI 54911 2348468 0 X WWW.APPLETONEDUCATIONFOUNDATION.ORG X 1997 WI TO CREATIVELY ENHANCE EDUCATION IN THE COMMUNITY. 20 20 0 55 0 0 415995 725182 49617 36854 39375 98739 75 88506 505062 949281 287453 176625 0 0 155118 160386 0 0 76745 130526 120854 573097 457865 -68035 491416 5364123 5960135 32139 3464 5331984 5956671 TO SUPPORT THE APPLETON AREA SCHOOL DISTRICT AND OTHER CHARITABLE ORGANIZATIONS SERVING THE EDUCATIONAL NEEDS OF THE FOX VALLEY. 0 0 264950 176625 36854 AWARDED GRANTS TOTALING OVER $175,000 TO SUPPORT EDUCATIONAL PROJECTS AND PROGRAMS BENEFITING APPLETON AREA SCHOOL DISTRICT STUDENTS AND STAFF MEMBERS, AS WELL AS THE COMMUNITY. EARLY CHILDHOOD DEVELOPMENT & KINDERGARTEN READINESS CONTINUES TO BE A KEY INTEREST AREA. CELEBRATED 20 YEARS OF ENHANCING EDUCATION IN OUR COMMUNITY, WITH MORE THAN $4.4 MILLION AWARDED SINCE 1997. FACILITATED MULTI-GENERATIONAL COMMUNITY TRIP TO NOBEL CONFERENCE AT GUSTAVUS ADOLPHUS COLLEGE IN SAINT PETER, MN, TO PROMOTE EDUCATION AND BUILD COMMUNITY. 264950 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 X 4 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 20 20 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 PAM GRUNER VICE PRESIDENT & DIRECTOR 1.00 X X 0 0 0 NANCY JOHNSHOY DIRECTOR 0.50 X 0 0 0 JOHN MIELKE DIRECTOR 0.50 X 0 0 0 LAURA MERONK SECRETARY & DIRECTOR 1.00 X X 0 0 0 BOB DUIMSTRA DIRECTOR 0.50 X 0 0 0 MARIA VAN LAANEN DIRECTOR 0.50 X 0 0 0 JENNIFER VOIGT TREASURER & DIRECTOR 1.00 X X 0 0 0 GARY JAHNKE PRESIDENT & DIRECTOR 0.50 X X 0 0 0 TOM MANGOLD DIRECTOR 0.50 X 0 0 0 JOHN KELLER DIRECTOR 0.50 X 0 0 0 DAN FLANNERY VICE PRESIDENT & DIRECTOR 0.50 X X 0 0 0 DAVE BURROWS DIRECTOR 0.50 X 0 0 0 AMY HENSELIN DIRECTOR 0.50 X 0 0 0 JERIMIAH JANSSEN DIRECTOR 0.50 X 0 0 0 SABRINA ROBINS DIRECTOR 0.50 X 0 0 0 DAVID PLATT DIRECTOR 0.50 X 0 0 0 AMY VAN STRATEN DIRECTOR 0.50 X 0 0 0 JASON HANUSZCZAK DIRECTOR 0.50 X 0 0 0 BOB MOLITOR DIRECTOR 0.50 X 0 0 0 GAYLE HARDT DIRECTOR 0.50 X 0 0 0 JULIE KRAUSE EXECUTIVE DIRECTOR 40.00 X 0 71975 6942 0 71975 6942 0 0 0 0 COMMUNITY FOUNDATION FOX VALLEY REGION 4455 W LAWRENCE ST APPLETON WI 54914 LEASED EMPLOYEES AND ADMINISTRATIVE FEES 173276 1 55400 54891 46884 568007 725182 PROGRAM FEES 611710 36854 36854 36854 35878 35878 92590 0 92590 92590 92590 1446404 1383543 62861 62861 62861 9210 55400 15644 -6434 -6434 2350 0 2350 2350 949281 36854 0 187245 161725 161725 14900 14900 82816 21227 30659 30930 63953 16392 23676 23885 1831 469 678 684 11786 3021 4363 4402 24376 12188 12188 6560 6560 24414 24414 7968 4987 2981 6197 6197 13577 3875 4851 4851 1820 473 674 673 21009 19581 714 714 236 61 88 87 162 42 60 60 8766 2279 3244 3243 1244 323 461 460 EDUCATION AND TRAINING 4525 3407 559 559 457865 264950 116170 76745 300 10430 3050 7430 312243 0 309420 15851 2335 293569 359594 494978 4676471 5163858 5364123 5960135 9413 3464 22726 0 32139 3464 X 5328934 5949241 3050 7430 5331984 5956671 5364123 5960135 X 491416 130455 2816 X 0 1 X 1 0 X X 1 THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 391548450 8 1 24376 0 1 24376 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 76 4700 716399 2027 171782 49132 3535820 1 1 300000 8333 291667 1410 415 995 8010 7103 907 293569 2371720 C EQUITIES 1705568 F FIXED INCOME 569813 F HEDGE FUNDS 308622 F REAL ASSETS 110532 F PRIVATE EQUITY 10062 F REAL ESTATE 87541 F 5163858 CENTRAL AMERICA AND THE CARIBBEAN REGION 0 0 INVESTMENTS 448056 0 0 0 0 0 0 448056 0 448056 0 0 1 1 1 0 PART I, LINE 3: COLUMN F INCLUDES $442,589 OF BOOK VALUE OF INVESTMENTS AND $5,467 OF EXPENDITURES FOR 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. APPLETON EDUCATION FOUNDATION IS A SUPPORTING ORGANIZATION OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. THE REPORTED AMOUNT OF INVESTMENTS AND FEES REPRESENTS APPLETON EDUCATION FOUNDATION'S ALLOCATED PERCENTAGE OF THE INVESTMENTS THAT ARE LEGALLY OWNED BY THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. GOLF OUTING 63930 55400 8530 5865 3692 1027 63930 55400 8530 5865 3692 1027 10584 -2054 1 APPLETON AREA SCHOOL DISTRICT PO BOX 2019 APPLETON WI 549132019 396000710 GOVT 133918 EDUCATION JEFFERSON ELEMENTARY SCHOOL 1000 S MASON ST APPLETON WI 54914 391866090 GOVT 6000 EDUCATION VALLEY NEW SCHOOL 10 COLLEGE AVE 228 APPLETON WI 54911 462448258 GOVT 5147 EDUCATION 3 0 SCHOLARSHIPS FOR GRADUATES OF THE APPLETON AREA SCHOOL DISTRICT 17 14900 PART I, LINE 2: GRANT RECIPIENTS ARE EXPECTED TO ABIDE BY THE TERMS AND CONDITIONS SET FORTH IN THE 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 V, LINE 2A APPLETON EDUCATION FOUNDATION 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 APPLETON EDUCATION FOUNDATION FOR THE ACTUAL WAGES AND BENEFITS PAID. 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 APPLETON EDUCATION FOUNDATION, INC. FORM 990, PART VI, SECTION B, LINE 11B BOTH THE EXECUTIVE DIRECTOR AND THE TREASURER WILL REVIEW FOR REASONABLENESS AND APPROVE FOR FILING THE FORM 990 ON AN ANNUAL BASIS. THE ENTIRE BOARD OF DIRECTORS WILL BE PROVIDED WITH A COPY OF THE FORM 990 ANNUALLY BEFORE THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, BOARD MEMBERS, COMMITTEE MEMBERS, AND CERTAIN STAFF ARE ASKED TO COMPLETE THE CONFLICT OF INTEREST DISCLOSURE DOCUMENT. IF A CONFLICT OF INTEREST ARISES DURING THE TERM OF OFFICE OR EMPLOYMENT, THE RESPONSIBLITY OF DECLARING THE CONFLICT, WITH FULL DISCLOSURE OF PERTINENT FACTS RESTS WITH THE INDIVIDUAL. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING THE EXECUTIVE DIRECTOR'S COMPENSATION SHALL GENERALLY INCLUDE THE FOLLOWING: -GATHER RELEVANT COMPENSATION SURVEY INFORMATION -PRESIDENT OF THE BOARD OF DIRECTORS SHALL INITATE A REVIEW AND EVALUATION OF THE EXECUTIVE DIRECTOR'S PERFORMANCE, WITH INPUT FROM THE EXECUTIVE COMMITTEE MEMEBERS AND/OR OTHER MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS OR OTHER STAKEHOLDERS. -PRESIDENT OF THE BOARD OF DIRECTORS DEVELOPS A PERFORMANCE EVALUATION REPORT AND COMPENSATION RECOMMENDATION FOR APPROVAL BY THE EXECUTIVE COMMITTEE. -EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION RECOMMENDATION AND FORWARDS THE SAME TO THE BOARD OF DIRECTORS WITH THE EXECUTIVE COMMITTEE'S ACTIONS THEREON. -PRESIDENT OF THE BOARD OF DIRECTORS INFORMS THE EXECUTIVE DIRECTOR OF THE EXECUTIVE DIRECTOR'S COMPENSATION AS APPROVED BY THE BOARD OF DIRECTORS. --THE FOUNDATION CONTRACTS ITS STAFF WITH THE COMMUNITY FOUNDATION FOR THE FOX VALLEY, INC. FORM 990, PART VI, SECTION C, LINE 19 THE FOLLOWING DOCUMENTS MAY BE OBTAINED BY CONTACTING: EXECUTIVE DIRECTOR APPLETON EDUCATION FOUNDATION 122 E. COLLEGE AVENUE, SUITE 1-B APPLETON, WI 54911 (920)832-1517 -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 AND ANNUAL REPORT, WHICH INCLUDES THE APPLETON EDUCATION FOUNDATION, INC., ON ITS WEBSITE AT WWW.CFFOXVALLEY.ORG. THE APPLETON EDUCATION FOUNDATION PUBLISHES ITS ANNUAL REPORT WHICH CONTAINS SUMMARIZED FINANCIAL STATEMENTS ON ITS WEBSITE AT WWW.APPLETONEDUCATIONFOUNDATION.ORG. FORM 990, PART XI, LINE 9: GRANT RETURNS 2,816. 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 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 WOMEN'S FUND FOR THE FOX VALLEY REGION INC 4455 W LAWRENCE ST APPLETON WI 54914 203096562 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 WINAGAMIE INC 122 E COLLEGE AVE SUITE 1B APPLETON WI 54911 391041825 GOLF COURSE WI APPLETON EDUCATION FOUNDATION INC C 651337 1735003 1.00000 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0