EAU CLAIRE COMMUNITY FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EAU CLAIRE COMMUNITY FOUNDATION (EIN 39-1891064)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-03
- IRS object ID
- 201822769349300122
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-03T10:07:22-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3703 OAKWOOD HILLS PKWY/PO BOX 690 | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 547020690 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391891064 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAU CLAIRE COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAUC | BusinessNameControlTxt |
| Phone | 7155523801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 SOUTH BARSTOW ST NO 104 | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE BORNICK | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7155523801 | PhoneNum |
| Signature | 2018-08-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAN WALKER CPA | PreparerPersonNm |
| PTIN | P01342660 | PTIN |
| Phone | 7158323407 | PhoneNum |
| Preparation | 2018-08-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 137.26.200.211 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-08-28 | IPDt |
| IP Tm | 13:18:56 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 05BC5E9BFCFC6072022D389247C47A2AFB3C02F6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUE BORNICK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 SOUTH BARSTOW ST STE 104 | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,835,636 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ECCOMMUNITYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO ESTABLISH ENDOWED FUNDS THAT WILL BENEFIT THE EAU CLAIRE COMMUNITY TODAY AND IN THE FUTURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,115,322 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,471,903 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $392,997 | PYInvestmentIncomeAmt |
| CY Investment Income | $637,871 | CYInvestmentIncomeAmt |
| PY Other Revenue | $27,406 | PYOtherRevenueAmt |
| CY Other Revenue | $24,605 | CYOtherRevenueAmt |
| PY Total Revenue | $3,535,725 | PYTotalRevenueAmt |
| CY Total Revenue | $4,134,379 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,246,401 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,249,975 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $153,669 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $170,028 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $99,567 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $69,285 | PYOtherExpensesAmt |
| CY Other Expenses | $76,322 | CYOtherExpensesAmt |
| PY Total Expenses | $1,469,355 | PYTotalExpensesAmt |
| CY Total Expenses | $4,496,325 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,066,370 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$361,946 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,057,399 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,356,274 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,016,635 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,477,940 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,040,764 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,878,334 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE STRENGTHEN OUR COMMUNITY BY OFFERING DONORS OPPORTUNITIES TO ESTABLISH CHARITABLE LEGACIES, BY MAKING GRANTS, AND BY SERVING AS A CATALYST TO ADDRESS COMMUNITY NEEDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,347,381 | ExpenseAmt |
| Grant | $4,249,975 | GrantAmt |
| Revenue | $24,605 | RevenueAmt |
| Desc | THE EAU CLAIRE COMMUNITY FOUNDATION HELPS COMMUNITY MEMBERS SUPPORT LOCAL CHARITIES BY ALLOWING THEM TO CONTRIBUTE TO EXISTING FUNDS AT THE FOUNDATION OR ESTABLISH THEIR OWN FUNDS. WE ALSO FACILITATE PASS-THROUGH GIFTS. IN 2017, WE PROVIDED 273 GRANTS TO NONPROFIT ORGANIZATIONS, INCLUDING: $1850 TO THE L.E. PHILLIPS MEMORIAL PUBLIC LIBRARY FOR MAKERSPACE PROGRAMMING, $5000 TO FIERCE FREEDOM FOR ITS "BE AWARE!" HOTEL INDUSTRY ANTI-SEX TRAFFICKING TRAINING, $2010 TO THE EAU CLAIRE SKI STRIDERS FOR LIGHTING IMPROVEMENTS AT THE TOWER RIDGE RECREATIONAL AREA, $4500 TO THE HELPFUL HEARTS FOUNDATION TO HELP LOW-INCOME FAMILIES PAY FOR FUNERALS.ONE OF THE 17 NEW FUNDS CREATED IN 2017 WAS THE DRAPER HILLS FINANCIAL LITERACY FUND. THIS FUND FOCUSES ON STUDENTS IN THE SCHOOL DISTRICT OF LOYAL BY PROVIDING FINANCIAL LITERACY TO GRADES K-12.WE PROVIDE EDUCATIONAL SUPPORT AND CONSULTATION TO AREA NONPROFIT ORGANIZATIONS REGARDING PLANNED GIVING AND ENDOWMENT BUILDING. WE ENCOURAGE COMMUNITY PHILANTHROPY THROUGH SEVERAL EVENTS, INCLUDING SPONSORING THE ANNUAL FALL EDUCATIONAL EVENT WITH THE WOMEN'S GIVING CIRCLE. WE ALSO DISTRIBUTE INFORMATION ABOUT PHILANTHROPY THROUGH OUR WEBSITE AND NEWSLETTERS. IN ADDITION, WE HOST FORUMS TO PROMOTE PHILANTHROPY AND PROVIDE INFORMATION TO OUR DONORS, AND WE PROVIDE ASSISTANCE FOR NONPROFIT ORGANIZATIONS IN THEIR GRANT-SEEKING ACTIVITIES. THROUGH OUR WORK WITH DONORS, GRANTEES, AND OTHER COMMUNITY MEMBERS, WE'RE HELPING INCREASE THE QUALITY OF LIFE IN THE EAU CLAIRE AREA. | Desc |
| Total Program Service Expenses | $4,347,381 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUE BORNICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7155523801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 SOUTH BARSTOW ST 104 | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| SUZANNE ASHLEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIM BODEAU | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA DANIELSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PHIL HAPPE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS HASENBERG | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM LARSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEE MAYER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHERRY MOHR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIM PABICH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WAYNE PETERS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DALE WOOD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK FAANES | ||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LAURIE KLINKHAMMER | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LOIS KRAUSE | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KARL MURCH | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LAURA TALLEY | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUE BORNICK | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $65,000 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $65,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,471,903 | AllOtherContributionsAmt |
| Noncash Contributions | $1,802,297 | NoncashContributionsAmt |
| Total Contributions | $3,471,903 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $230,544 | TotalRevenueColumnAmt |
| Exclusion | $230,544 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,108,584 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,701,257 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $407,327 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $407,327 | TotalRevenueColumnAmt |
| Exclusion | $407,327 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $24,605 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,605 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $24,605 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,134,379 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,605 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $637,871 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,249,975 | TotalAmt |
| Program Services | $4,249,975 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,000 | TotalAmt |
| Program Services | $20,229 | ProgramServicesAmt |
| Management And General | $21,474 | ManagementAndGeneralAmt |
| Fundraising | $23,297 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,028 | TotalAmt |
| Program Services | $32,686 | ProgramServicesAmt |
| Management And General | $34,699 | ManagementAndGeneralAmt |
| Fundraising | $37,643 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,600 | TotalAmt |
| Program Services | $5,324 | ProgramServicesAmt |
| Management And General | $3,493 | ManagementAndGeneralAmt |
| Fundraising | $2,783 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$26,730 | TotalAmt |
| Management And General | -$26,730 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,201 | TotalAmt |
| Program Services | $5,201 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,494 | TotalAmt |
| Program Services | $6,702 | ProgramServicesAmt |
| Management And General | $6,287 | ManagementAndGeneralAmt |
| Fundraising | $5,505 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,829 | TotalAmt |
| Program Services | $5,645 | ProgramServicesAmt |
| Management And General | $4,234 | ManagementAndGeneralAmt |
| Fundraising | $2,950 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,036 | TotalAmt |
| Management And General | $3,036 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,391 | TotalAmt |
| Program Services | $2,372 | ProgramServicesAmt |
| Management And General | $1,779 | ManagementAndGeneralAmt |
| Fundraising | $1,240 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,420 | TotalAmt |
| Program Services | $545 | ProgramServicesAmt |
| Management And General | $1,105 | ManagementAndGeneralAmt |
| Fundraising | $770 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| PROJECT EXPENSE | $28,893 | $28,893 | |
| FUND EVENT EXPENSE | $19,525 | $19,525 | |
| COMMUNITY LEADERSHIP | $9,792 | $3,938 | $5,854 |
| MISCELLANEOUS | -$1,219 | -$1,219 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$12,910 | TotalAmt |
| Program Services | -$12,910 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,496,325 | TotalAmt |
| Program Services | $4,347,381 | ProgramServicesAmt |
| Management And General | $49,377 | ManagementAndGeneralAmt |
| Fundraising | $99,567 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,601,216 | BOYAmt |
| EOY | $1,464,804 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,032,335 | BOYAmt |
| EOY | $2,599,204 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $650 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $51,864 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,684 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,571 | BOYAmt |
| EOY | $3,180 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,943,725 | BOYAmt |
| EOY | $6,292,528 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,470,902 | BOYAmt |
| EOY | $9,996,558 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,057,399 | BOYAmt |
| EOY | $20,356,274 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,249 | BOYAmt |
| EOY | $15,992 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,324 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,004,386 | BOYAmt |
| EOY | $2,456,624 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,016,635 | BOYAmt |
| EOY | $2,477,940 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,699,719 | BOYAmt |
| EOY | $8,680,312 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,039,332 | BOYAmt |
| EOY | $8,900,307 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,713 | BOYAmt |
| EOY | $297,715 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,040,764 | BOYAmt |
| EOY | $17,878,334 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,057,399 | BOYAmt |
| EOY | $20,356,274 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$361,946 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,199,516 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $532,623 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,943,212 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,973,287 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,115,322 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,471,903 | CurrentTaxYearAmt |
| Total | $15,036,347 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $532,623 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,943,212 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,973,287 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,115,322 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,471,903 | CurrentTaxYearAmt |
| Total | $15,036,347 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,546,446 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,489,901 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $177,229 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $181,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $499,168 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $392,997 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $230,544 | CurrentTaxYearAmt |
| Total | $1,481,131 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,408 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,381 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,406 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,605 | CurrentTaxYearAmt |
| Total | $111,158 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,628,636 | TotalSupportAmt |
| Public Support CY170 | 0.81120 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83180 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 60 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $588,633 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $421,960 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $7,234,119 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,004,386 | BeginningYearBalanceAmt |
| Contributions | $361,514 | ContributionsAmt |
| Investment Earnings Or Losses | $308,640 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $68,531 | GrantsOrScholarshipsAmt |
| Other Expenditures | $110,496 | OtherExpendituresAmt |
| Administrative Expenses | $38,889 | AdministrativeExpensesAmt |
| End Year Balance | $2,456,624 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,780,356 | BeginningYearBalanceAmt |
| Contributions | $243,474 | ContributionsAmt |
| Investment Earnings Or Losses | $147,260 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $23,090 | GrantsOrScholarshipsAmt |
| Other Expenditures | $107,433 | OtherExpendituresAmt |
| Administrative Expenses | $36,181 | AdministrativeExpensesAmt |
| End Year Balance | $2,004,386 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,723,599 | BeginningYearBalanceAmt |
| Contributions | $442,238 | ContributionsAmt |
| Investment Earnings Or Losses | -$54,398 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $198,359 | GrantsOrScholarshipsAmt |
| Other Expenditures | $103,800 | OtherExpendituresAmt |
| Administrative Expenses | $28,924 | AdministrativeExpensesAmt |
| End Year Balance | $1,780,356 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,087,784 | BeginningYearBalanceAmt |
| Contributions | $858,567 | ContributionsAmt |
| Investment Earnings Or Losses | $55,407 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $134,939 | GrantsOrScholarshipsAmt |
| Other Expenditures | $112,451 | OtherExpendituresAmt |
| Administrative Expenses | $30,769 | AdministrativeExpensesAmt |
| End Year Balance | $1,723,599 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $899,958 | BeginningYearBalanceAmt |
| Contributions | $245,442 | ContributionsAmt |
| Investment Earnings Or Losses | $135,387 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,449 | GrantsOrScholarshipsAmt |
| Other Expenditures | $160,973 | OtherExpendituresAmt |
| Administrative Expenses | $18,581 | AdministrativeExpensesAmt |
| End Year Balance | $1,087,784 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,864 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,684 | DepreciationAmt |
| Book Value | $3,180 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,180 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EUROPACIFIC GROWTH FUND CLASS F-2 | $1,307,631 | C |
| METROPOLITAN WEST TOTAL RETURN BOND | $1,570,697 | C |
| JENSEN QUALITY GROWTH FUND CLASS I | $1,068,713 | C |
| VANGUARD SHORT-TERM INVESTMENT GRADE | $1,416,069 | C |
| AQR LARGE CAP DEFENSIVE STYLE CLASS FUND | $1,064,825 | C |
| JOHN HANCOCK DISCIPLINED VALUE INTERNATIONAL FUND CLASS I | $1,235,545 | C |
| AMCAP FUND CLASS F3 | $1,165,665 | C |
| DODGE & COX STOCK FUND | $1,167,413 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,996,558 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY ENDOWMENT FUNDS | Desc |
| Amt | $2,456,624 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,456,624 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,750,650 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,199,516 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $5,633 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $411,122 | OtherRevenueAmt |
| Revenue Not Reported | $1,616,271 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,134,379 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,134,379 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,681,893 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $5,633 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $180,952 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $186,585 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,495,308 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,017 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,017 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,496,325 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION HAS BEEN GRANTED TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND WISCONSIN STATUTE. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE AND CHARITABLE CONTRIBUTIONS BY DONORS ARE TAX DEDUCTIBLE. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2017. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE RECORDED ON THE 990 FOR EAU CLAIRE PUBLIC SCHOOLS FOUNDATION 411,122. EIN #26-1877961 |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES RECORDED ON THE 990 FOR EAU CLAIRE PUBLIC SCHOOLS FOUNDATION 180,952. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ADJUST NET ASSETS TO AGREE TO FINANCIALS 1,017. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (47 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| YMCA - EAU CLAIRE | ||||||||
| 700 GRAHAM AVENUE | EAU CLAIRE | WI | 54701 | 390806351 | 501(C)(3) | $34,855 | PONTOON REBUILD AND IMPORVED ACCESSIBILITY; UNRESTRICTED TO CAMP MANITOU; CAMP MANITOU SCHOLARSHIPS; UNRESTRICTED DESIGNATED FUND GRANT; SCHOLARSHIPS FOR THOSE WHO NEED 100% ASSISTANCE; FOR A NEW CABIN AND LODGE IMPROVEMENTS AT CAMP MANITOU; YOUTH BANNER PROGRAM FROM PAT AND SUE QUINN; IPAD AIR TABLETS, CASES AND SCREEN PROTECTORS FOR CHILD DEVELOPMENT CENTER; YMCA TENNIS CENTER | |
| UW-STEVEN'S POINT | ||||||||
| UWSP BURSARS OFFICE SSC 1108 | STEVENS POINT | WI | 54481 | 396098038 | 501(C)(3) | $8,000 | SCHOLARSHIP FOR MEGAN SCHUETTE | FREMONT ST |
| UW-EAU CLAIRE FOUNDATION | ||||||||
| 105 GARFIELD AVE | EAU CLAIRE | WI | 547024004 | 390972350 | 501(C)(3) | $51,625 | LOCAL BLUGOLD SCHOLARSHIP; SUMMER INSTITUTE; LIGHTS; UNRESTRICTED TO PHYSICS AND ASTRONOMY OPPORTUNITY FUND; PAT AND SUE QUINN WISCONSIN ACADMEIC EXCELLENCE SCHOLARSHIP; BAUER BUILT FAMILY HEALTH NURSING FUND; BLUGOLD RADIO AUDIO STORYTELLING INITIATIVE | |
| UNITED CEREBRAL PALSY OF WEST CENTRAL WI | ||||||||
| 206 WATER STREET | EAU CLAIRE | WI | 54703 | 391204145 | 501(C)(3) | $25,000 | UNRESTRICTED | |
| ST OLAF COLLEGE | ||||||||
| 1520 ST OLAF AVENUE | NORTHFIELD | MN | 55057 | 410693979 | 501(C)(3) | $8,320 | SCHOLARSHIP FOR BENJMAIN ZIMMERMAN; SCHOLARSHIP FOR MEI YI CHEN | |
| ST MARY'S ASSUMPTION PARISH | ||||||||
| PO BOX 188 | DURAND | WI | 54736 | 390807239 | 501(C)(3) | $50,000 | UNRESTRICTED FOR CHURCH SUPPORT | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 620646012 | 501(C)(3) | $5,000 | UNRESTRICTED | |
| SOUTHWEST FLORIDA COMMUNITY FOUNDATION | ||||||||
| 771 COLLEGE PKWY 201 | FORT MYERS | FL | 33919 | 596580974 | 501(C)(3) | $8,236 | UNRESTRICTED | |
| SCHOOL DISTRICT OF LOYAL | ||||||||
| 514 W CENTRAL ST | LOYAL | WI | 54446 | 396003152 | 501(C)(3) | $25,000 | FINANCIAL LITERACY PROGRAM EXPENSES | |
| ROSE ANDOM CENTER | ||||||||
| PO BOX 40095 | DENVER | CO | 80204 | 900990929 | 501(C)(3) | $6,577 | UNRESTRICTED | |
| RED CEDAR CHURCH | ||||||||
| 1701 WEST ALLEN ST | RICE LAKE | WI | 54868 | 391939940 | 501(C)(3) | $5,000 | RELIEF FOR TORNADO VICTIMS IN THE CHETEK AREA | |
| REACH FOUNDATION | ||||||||
| 2205 HEIMSTEAD ROAD | EAU CLAIRE | WI | 54703 | 721569027 | 501(C)(3) | $6,270 | UNRESTRICTED; SUPPORTED EMPLOYMENT SERVICES; REIMBURSEMENT FOR INTERPRETER SERVICES | |
| OUTDOORMORE INC | ||||||||
| 10614 24TH AVE | EAU CLAIRE | WI | 54703 | 473369844 | 501(C)(3) | $5,390 | ELECTRICAL/LIGHTING UPGRADE; UNRESTRICTED DESIGNATED FUND GRANT | |
| LA CROSSE UNDERWATER RESCUE AND RECOVERY UNIT LTD | ||||||||
| PO BOX 3172 | LA CROSSE | WI | 546023172 | 391498921 | 501(C)(3) | $5,000 | UNRESTRICTED | |
| LE PHILLIPS CAREER DEVELOPMENT CENTER | ||||||||
| 1515 BALL ST | EAU CLAIRE | WI | 54701 | 390971649 | 501(C)(3) | $6,000 | EMPLOYMENT RELATED SKILLS TRAINING | |
| JUNIOR ACHIEVEMENT OF WI INC NORTHWEST DISTRICT | ||||||||
| 2004 HIGHLAND AVENUE SUITE 2C | EAU CLAIRE | WI | 54701 | 841267604 | 501(C)(3) | $26,790 | UNRESTRICTED; UNRESTRICTED TO JA PROGRAMS IN EAU CLAIRE, MENOMONIE AND LA CROSSE; FALL CREEK HIGH SCHOOL CAREER EXPLORATION | |
| JASON'S PRESENTS | ||||||||
| 50 E SPRUCE ST | CHIPPEWA FALLS | WI | 54729 | 800441572 | 501(C)(3) | $5,000 | UNRESTRICTED | |
| HSHS SACRED HEART FOUNDATION | ||||||||
| 900 W CLAIREMONT AVE | EAU CLAIRE | WI | 54701 | 371186514 | 501(C)(3) | $8,790 | UNRESTRICTED TO THE BAUER BUILT/JERRY AND SUE BAUER ENDOWMENT; REIMBURSEMENT FOR INTERPRETER SERVICES; UNRESTRICTED FOR WOMEN AND INFANT SERVICES; TOYS AND BOOKS FOR HOSPITALIZED CHILDREN | |
| HOPEWORKS OF HOWARD COUNTY | ||||||||
| 9770 PATUXENT WOODS DRIVE SUITE 300 | COLUMBIA | MD | 21046 | 521115111 | 501(C)(3) | $8,196 | UNRESTRICTED | 300 |
| HOPE GOSPEL MISSION INC | ||||||||
| 2511 W MOHOLT DR | EAU CLAIRE | WI | 54703 | 391948605 | 501(C)(3) | $54,990 | UNRESTRICTED; CAMPAIGN FOR HOPE; SECURITY SYSTEM; BUILDING CAMPAIGN | |
| GREATER HOUSTON COMMUNITY FOUNDATION | ||||||||
| 5120 WOODWAY DRIVE SUITE 6000 | HOUSTON | TX | 77056 | 237160400 | 501(C)(3) | $10,000 | UNRESTRICTED TO HURRICANE HARVEY RELIEF FUND | |
| GIRLS INC OF GREATER LOS ANGELES | ||||||||
| 9800 S LA CIENEGA BLVD 301 | INGLEWOOD | CA | 90301 | 811777303 | 501(C)(3) | $9,157 | UNRESTRICTED | |
| FRIENDS OF BEAVER CREEK RESERVE | ||||||||
| S1 COUNTY ROAD K | FALL CREEK | WI | 54742 | 391531523 | 501(C)(3) | $11,445 | UNRESTRICTED; DRINKING FOUNTAINS/WATER BOTTLE REFILLERS | |
| FEED MY PEOPLE FOOD BANK | ||||||||
| 2610 ALPINE RD | EAU CLAIRE | WI | 54703 | 361488941 | 501(C)(3) | $16,350 | UNRESTRICTED; FOOD COSTS; EAU CLAIRE COUNTY PRODUCE INITIATIVE; BRIDGING THE SUMMER GAP; EMPTY BOWLS COMMUNITY PAINTING PARTIES | |
| FAMILY PROMISE OF THE CHIPPEWA VALLEY | ||||||||
| 309 E LAKE STREET | EAU CLAIRE | WI | 54701 | 391799434 | 501(C)(3) | $7,050 | LED LIGHTING AND INSTALLATION; UNRESTRICTED FUND REIMBURSEMENT | |
| EAU CLAIRE CONFLUENCE ARTS INC | ||||||||
| PO BOX 617 | EAU CLAIRE | WI | 547020617 | 471799805 | 501(C)(3) | $1,866,274 | CONFLUENCE PROJECT COSTS | |
| DURAND EDUCATION FOUDNATION INC | ||||||||
| PO BOX 190 | DURAND | WI | 54736 | 270706490 | 501(C)(3) | $5,000 | UNRESTRICTED | |
| DURAND AREA FOOD PANTRY | ||||||||
| 306A W MAIN ST | DURAND | WI | 54736 | 391922933 | 501(C)(3) | $6,000 | DURAND AREA FOOD PANTRY'S MATCH CHALLENGE; UNRESTRICTED TO DURAND AREA FOOD PANTRY BUILDING FUND | |
| DRUG ENDANGERED CHILDREN | ||||||||
| 721 OXFORD AVE SUITE 1400 | EAU CLAIRE | WI | 54703 | 396005694 | 501(C)(3) | $10,000 | UNRESTRICTED | |
| COURAGEOUS WOMEN ASSOCIATION | ||||||||
| 1714 FRANKLIN STREET 100-276 | OAKLAND | CA | 94612 | 270851766 | 501(C)(3) | $9,157 | UNRESTRICTED | |
| COMMUNITY TABLE INC | ||||||||
| PO BOX 1903 | EAU CLAIRE | WI | 54702 | 391770259 | 501(C)(3) | $11,955 | FOR THE COSTS OF PROVIDING MEALS; UNRESTRICTED | |
| COMMUNITY PARKS ASSOCIATION HOBBS ICE CENTER | ||||||||
| 915 MENOMONIE ST | EAU CLAIRE | WI | 54701 | 237027184 | 501(C)(3) | $5,245 | EASTSIDEHILL NEIGHBORHOOD COMMUNITY SKATEPARK; UNRESTRICTED FOR EAU CLAIRE SKATEBOARDERS ASSOCIATION | |
| CITY OF EAU CLAIRE | ||||||||
| PO BOX 5148 | EAU CLAIRE | WI | 547025148 | 396005436 | 501(C)(3) | $10,000 | HANDICAP ACCESSIBLE DOCK ON HALF MOON LAKE | |
| CHIPPEWA VALLEY MUSEUM | ||||||||
| PO BOX 1204 | EAU CLAIRE | WI | 547021204 | 396092129 | 501(C)(3) | $13,378 | SOUND SYSTEM; CHILDREN'S LEGACY LUNCHEON | |
| CHIPPEWA VALLEY FREE CLINIC | ||||||||
| 816 PORTER AVE STE 200 | EAU CLAIRE | WI | 54701 | 391840231 | 501(C)(3) | $7,045 | UNRESTRICTED; UNRESTRICTED DESIGNATED FUND GRANTS; MENTAL HEALTH SERVICES | |
| CHILDREN'S MUSEUM OF EAU CLAIRE INC | ||||||||
| 220 S BARSTOW ST | EAU CLAIRE | WI | 54701 | 392015286 | 501(C)(3) | $11,546 | UNRESTRICTED (NOT FOR CONSTRUCTION); 150 PAIRS OF HOLIDAY SPECS; FAILSAFE, A STEAM FAB LAB MAKERSPACE; SOUND SYSTEM; CHILDREN'S LEGACY LUNCHOEN | |
| CENTER FOR COMMUNITY SOLUTIONS | ||||||||
| 4508 MISSION BAY DRIVE | SAN DIEGO | CA | 92109 | 956379598 | 501(C)(3) | $9,157 | UNRESTRICTED | |
| CATHOLIC CHARITIES OF THE DIOCESE OF LA CROSSE | ||||||||
| PO BOX 266 | LA CROSSE | WI | 54602 | 391896823 | 501(C)(3) | $7,000 | UNRESTRICTED TO SOJOURNER HOUSE IN EAU CLAIRE; BRAS FOR HOMELESS WOMEN | |
| BOYS AND GIRLS CLUB OF THE GREATER CHIPPEWA VALLEY INC | ||||||||
| 1005 OXFORD AVE | EAU CLAIRE | WI | 54703 | 392032491 | 501(C)(3) | $10,000 | ADAPTIVE LEARNING; UNRESTRICTED TO MARY MARKQUART CENTER IN EAU CLAIRE; MUSIC MAKERS | |
| BOY SCOUTS OF AMERICA-CHIPPEWA VALLEY COUNCIL | ||||||||
| 710 S HASTINGS WAY | EAU CLAIRE | WI | 54701 | 221576300 | 501(C)(3) | $13,700 | BLUGOLD BEGINNINGS EMPOWERED LEADERSHIP; LEADERSHIP SKILLS FOR HMONG YOUTH | |
| BOLTON REFUGE HOUSE INC | ||||||||
| PO BOX 482 | EAU CLAIRE | WI | 54702 | 391302222 | 501(C)(3) | $10,600 | UNRESTRICTED; STOP THE CHAOS; FLOORING | |
| BIG BROTHERS BIG SISTERS OF NORTHWESTERN WISCONSIN | ||||||||
| 424 GALLOWAY ST | EAU CLAIRE | WI | 547033512 | 237311200 | 501(C)(3) | $17,000 | UNRESTRICTED | |
| APPLE PREGNANCY CARE CENTER | ||||||||
| 2600 STEIN BLVD | EAU CLAIRE | WI | 54701 | 391453476 | 501(C)(3) | $5,000 | EARN WHILE YOU LEARN | |
| AMERICAN RED CROSS-NORTHWEST WISCONSIN CHAPTER | ||||||||
| 3728 SPOONER AVE | ALTOONA | WI | 54720 | 530196605 | 501(C)(3) | $6,470 | HURRICANE RELIEF IN FLORIDA AND PUERTO RICO; UNRESTRICTED | |
| FIERCE FREEDOM | ||||||||
| 2519 HILLCREST PKWY SUITE 100 | ALTOONA | WI | 54720 | 461001360 | 501(C)(3) | $5,000 | BE AWARE - HOTEL INDUSTRY ANTI-SEX TRAFFICKING TRAINING | |
| EAU CLAIRE PUBLIC SCHOOLS FOUNDATION INC | ||||||||
| PO BOX 690 | EAU CLAIRE | WI | 547020690 | 261877961 | 501(C)(3) | $10,400 | M&J EMPLOYEE IMPACT FUND GRANT TO HOMELESS CHILDREN AND YOUTH FUND; PHILLIP AND BARBARA FEY FAMILY FUND GRANT TO LONGFELLOW ELEMENTARY FUND FOR TODAY | |
| EAU CLAIRE CONFLUENCE FOUNDATION INC | ||||||||
| 3506 OAKWOOD MALL DR STE B | EAU CLAIRE | WI | 54701 | 470994757 | 501(C)(3) | $1,659,924 | UNRESTICTED | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH GRANTEE IS REQUIRED TO SUBMIT A GRANT REPORT WITHIN ONE YEAR DESCRIBING HOW THE GRANT WAS USED. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 32 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,082,297 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | SECURITIES RECEIVED FROM 32 DONORS: HEWLETT PACKARD ENTERPRISE CO COMM - 200 SHS ALPHABET INC CAP STOCK - 108 SHS 3M CO - 20 SHS ABERCROMBIE & FITCH CO - 150 SHS ADIENT PLC SHS - 40 SHS, AFLAC INC - 150 SHS ALPHABET INC CAP STK CL A - 10 SHS ALPHABET INC CAP STK CL C - 2 SHS ALTRIA GROUP INC - 50 SHS, AMAZON COM INC - 10 SHS AMBARELLA INC SHS - 400 SHS ANALOG DEVICES INCORPORATED - 10 SHS ANHEUSER BUSCH COS - 80 SHS APPLE COMPUTER INC - 250 SHS AT&T INC - 140 SHS, AUTOLIV INC - 120 SHS AZZ INC - 100 SHS BANCO LATINOAMERICANO DE EXPORTACIONES SA - 350 SHS BORG WARNER AUTOMOTIVE INC - 320 SHS BP PLC - 70 SHS CAMPING WORLD HOLDINGS INC CL A - 50 SHS CARE CAP PPTYS INC - 350 SHS CATERPILLAR INC - 60 SHS CELGENE CORP - 140 SHS CHEVRON CORP - 116 SHS CHINA MOBILE HK LTD SP ADR - 100 SHS CHINA PETROLEUM & CHEM ADR - 128 SHS CISCO SYS INC - 70 SHS COCA-COLA COMPANY - 30 SHS COGNEX CORP - 170 SHS CONSOLIDATED EDISON INC - 70 SHS CROWN CASTLE INTL CORP - 50 SHS CSX CORPORATION - 500 SHS CTRIP COM INTL LTD AMERICAN DEP SHS - 900 SHS CUMMINS INC - 45 SHS DEERE & CO - 35 SHS, DIAGEO PLC - 64 SHS DISNEY WALT - 150 SHS DOMINION RES INC VA - 92 SHS DUKE REALTY CORP - 192 SHS EATON CORP - 25 SHS ELLIE MAE INC COM - 23 SHS EMERSON ELECTRIC CO - 31 SHS ENBRIDGE INC - 326 SHS EXPEDITORS INTL WASH INC - 33 SHS EXXON MOBIL CORPORATION - 63 SHS FACEBOOK INC CL A - 350 SHS FAST RETAILING CO LTD ADR - 350 SHS FEDERATED INVES INC CL B - 269 SHS FORD MOTOR COMPANY - 170 SHS GENERAL ELECTRIC CO - 186 SHS GENERAL MOTORS CORP - 239 SHS GGP INC COM - 184 SHS GLAXOSMITHKLINE PLC SPON ADR - 74 SHS GLOBAL PMTS INC - 79 SHS GREENBRIER COS INC - 54 SHS ILLINOIS TOOL WORKS - 17 SHS ILLUMINA INC - 153 SHS INTERACTIVE BROKERS GROUP INC CL A-COM - 216 SHS INTERNATIONAL PAPER CO - 155 SHS INTL BUSINESS MACHINE CORP - 10 SHS IPG PHOTONICS CORP COM - 341 SHS JOHNSON & JOHNSON - 190 SHS JOHNSON CONTROLS INC - 66 SHS JONES LANGE LASALLE INC - 95 SHS KINDER MORGAN INC - 102 SHS KOHLS CORP - 75 SHS LULULEMON ATHLETICA INC - 33 SHS MARKEL CORPORATION - 35 SHS MERCK & CO INC - 56 SHS MIDDLEBY CORP - 45 SHS MOODYS CORP - 16 SHS MSC INDS DIRECT INC CL A - 82 SHS NATIONAL GRID PLC SPONS ADR - 183 SHS NETFLIX.COM INC - 500 SHS NIKE INC CL B - 130 SHS NOVO NORDISK ADR REP - 50 SHS NRG ENERGY INC NEW - 103 SHS NUCOR CORP - 35 SHS NVIDIA CORP - 68 SHS OLIN CORP - 400 SHS OPEN TEXT CORP - 200 SHS PACCAR INC - 144 SHS, PEPSICO INC - 76 SHS PFIZER INC - 198 SHS PHILLIPS 66 COM - 18 SHS PHYSICIANS REALTY TRUST - 400 SHS PROCTER & GAMBLE CO - 2 SHS QUALCOMM INC - 150 SHS RAVEN INDUSTRIES INC - 70 SHS RETIAL OPPORTUNITY INVTS CORP COM - 500 SHS SASOL LTD SPONSORED ADR - 150 SHS SIERRA WIRELESS INC ISIN# CA8265161064 - 350 SHS STARBUCKS CORP - 150 SHS STATOIL ASA SPONS ADR - 300 SHS SUN HYDRAULICS CORP - 100 SHS TD AMERITRADE HLDG CORP - 150 SHS TESLA MOTORS INC - 33 SHS TEXAS INSTRUMENTS INC - 30 SHS TOTAL S.A. ADR - 200 SHS UNDER ARMOUR INC CL C - 150 SHS UNILEVER PLC SPON ADR - 150 SHS UNION PACIFIC CORP - 10 SHS UNITED HEALTH GROUP INC - 38 SHS VERIZON COMMUNICATIONS - 140 SHS WABTEC INC - 55 SHS WAL-MART STORES INC - 50 SHS WASTE MGMT INC - 40 SHS WELLS FARGO & CO - 150 SHS WHOLE FOODS MKT INC - 50 SHS XCEL ENERGY INC - 200 SHS YUM CHINA HLDGS INC COM - 100 SHS YUM! BRANDS INC - 100 SHS GENERAL ELECTRIC CO COMM - 182 SHS ISHARES CORE MSCI EAFE ETF - 16 SHS ISHARES INTERMEDIATE GOVT/CRDT BD ETF - 27 SHS ISHARES RUSSELL MID-CAP ETF - 5 SHS SPDR BLMBG BARCLAYS INTMTERM CORPBD EFT - 88 SHS SPDR RUSSELL 2000 EFT - 12 SHS VANGUARD S&P 500 EFT - 25 SHS VANGUARD SHORT-TERM BOND ETF - 32 SHS NATIONAL PRESTO INDUSTRIES INC - 46 SHS AMCAP FD - 30.39 SHS AQR LARGE CAP DEFENSV STYLE FUND - 17.93 SHS DELAWARE SMALL CAP FD - 24.15 SHS DIAMOND HILL SMALL CAP FD - 35.99 SHS DODGE & COX STOCK FUND - 196.17 SHS EUROPACIFIC GROWTH FUND - 54.2 SHS ISHARES INC. CORE MSCI EMERGING MKTS ETF - 52.78 SHS JANUS HENDERSON ENTERPRISE FD - 109.71 SHS JENSEN QUAILITY GRTH FD - 44.2 SHS JOHCM EMERGING MKTS OPPORTUNITIES FD INSTIT'L - 11.75 SHS JOHN HANCOCK DISCIPLND VALUE INT'L FD - 13.62 SHS JPMORGAN STRATEGIC INC OPPORT FD - 11.68 SHS METROPOLITAN WEST TOTAL RETURN BD FD - 10.67 SHS SPDR SER TR BLOOMBERG BARCLAYS INVT GR FLTG - 30.75 SHS VANGUARD SHORT-TERM INV-GRADE FD ADM SHRS - 10.7 SHS WELLS FARGO SPECIAL MID CAP VALUE - 37.56 SHS WISDOM TR CBOE S&P 500 S&P 500 PUTWRITE STRATEGY FD - 29.27 SHS NVIDIA CORP COM - 5 SHS EXCEL ENERGY INC COM - 1025 SHS EXCEL ENERGY INC COM - 10 SHS LOCKHEED MARTIN CORP - 515.3259 SHS NEENAH PAPER INC - 150 SHS XYLEM INC - 163 SHS PEPSICO INC - 79 SHS DXC TECHNOLOGY CO COM - 51 SHS DODGE & COX STOCK FUND - 129.923 SHS T. ROWE PRICE MID CAP GROWTH FUND - 111.94 SHS GOODYEAR TIRE AND RUBBER CO COM - 165 SHS PHILLIPS 66 COM - 50 SHS AMCAP FUND - 91.442 SHS DODGE & COX STOCK FUND - 138.201 SHS AMCAP FUND - 8.453 SHS DODGE & COX STOCK FUND - 3.523 SHS EUROPACIFIC GROWTH FUND - 20.97 SHS ISHARES INC CORE MSCI EMERGING MKTS ETF - 30 SHS JENSEN QUALITY GROWTH FUND - 7.741 SHS JOHN HANCOCK DISCIPLINED VALUE INTERNATIONAL FUND - 162.069 SHS LARGE CAP DEFENSIVE STYLE FUND - 76.655 SHS T. ROWE PRICE MID CAP GROWTH FUND - 16.318 SHS T. ROWE PRICE MID CAP GROWTH FUND - 4.414 SHS T. ROWE PRICE MID CAP VALUE FUND - 9.064 SHS GARMIN LTD - 182 SHS AMCAP FUND - 1618.534 SHS JOHNSON & JOHNSON COMM - 72 SHS UNION PAC CORP COM - 86 SHS WAL MART STORES INC - 103 SHS EUROPEAN STOCK INDEX ADM - 148.881 SHS DODGE & COX STOCK FUND - 153.645 SHS VANGUARD INDEX FUNDS - 181 SHS ENBRIDGE INC - 19 SHS VANGUARD LIFESTRATEGY INCOME FUND - 319.488817891374 SHS JP MORGAN - 17 SHS US BANCORP - 50 SHS JOHN WILEY & SONS INC - 169 SHS DODGE & COX STOCK FUND - 10.104 SHS JOHNSON & JOHNSON - 70 SHS DELTA AIRLINES INC COM - 375 SHS HALYARD HEALTH INC COM - 50 SHS HOME DEPOT INC - 100 SHS LOWES COS INC COM - 120 SHS VANGUARD INFORMATION TECHNOLOGY - 61 SHS JENSEN QUALITY GROWTH FUND - 869.936 SHS AMCAP FUND - 58.968 SHS AQR LRG CAP DEFENSIVE STYLE FD - 39.123 SHS EUROPACIFIC GROWTH FUND - 45.944 SHS ISHARES INC. CORE MSCI EMERGING MKTS ETC - 25 SHS JANUS HENDERSON ENTERPRISE FD - 11.331 SHS JENSEN QUALITY GR FD - 23.762 SHS JOHN HANCOCK DISCIPLINED VALUE INTL FD - 156.324 SHS JP MORGAN STRATEGIC INCOME OPP FD - 366.689 SHS METROPOLITAN WEST TOTAL RETURN BD FD - 148.57 SHS TRANSAMERICA EMERGING MKTS DEBT FD - 99.082 SHS VANGUARD SHORT TERM INV GRADE FD - 36.971 SHS WELLS FARGO SPECIAL MID CAP VALUE - 48.559 SHS HONEYWELL INTERNATIONAL INC - 33 SHS AGQ LRG CAP DEFENSIVE STYLES FD - 5.16 SHS AMCAP FUND - 3.412 SHS DELAWARE SMALL CAP CORE FD INST CLASS - 2.653 SHS DODGE & COX STOCK FUND - 0.511 SHS EMERGING MKTS OPP FD INST CLASS - 5.64 SHS EUROPACIFIC GROWTH FUND - 2.21 SHS GARMIN LTD - 318 SHS ISHARES INC CORE MSCI EMERGING MKTS ETC - 1 SHS JANUS HENDERSON ENTERPRISE FD - 0.771 SHS JENSEN QUALITY GR FD - 2.109 SHS JOHN HANCOCK DISCIPLINED VALUE INTL FD - 7.799 SHS JP MORGAN STRATEGIC INCOME OPP FD - 11.754 SHS TRANSAMERICA EMERGING MKTS DEBT FD - 2.86 SHS VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FD - 20.58 SHS VANGUARD SHORT-TERM TAX-EXEMPT FD - 13.558 SHS WELLS FARGO SPECIAL MID CAP VALUE - 2.148 SHS WISDOM TR DBOE S&P 500 - 2 SHS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE COMPLETED FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES IN ADVANCE OF THEIR MONTHLY BOARD MEETING FOR PERSONAL REVIEW BY BOARD MEMBERS, THEN AS PART OF THE AGENDA THE EXECUTIVE DIRECTOR/TREASURER REVIEWS THE RETURN WITH BOARD MEMBERS FOR BOARD APPROVAL PRIOR TO FILING THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS TO HAVE THE BOARD OR COMMITTEE MEMBERS WHO MAY HAVE A CONFLICT OF INTEREST IN AN ITEM OF ACTION PUT TO VOTE TO ABSTAIN FROM THAT VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE OPERATIONS COMMITTEE UPON REVIEW OF SALARY SURVEY, PERFORMANCE APPRAISAL, AND CASH FLOW ANALYSIS MAKES A RECOMMENDATION TO THE BOARD OF TRUSTEES FOR APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 2C | THE OVERSIGHT PROCESS HAS NOT CHANGED DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAU CLAIRE PUBLIC SCHOOLS FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAIN ST | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261877961 | EIN |
| Primary Activities | GRANTS TO SCHOOLS AND DISTRICT PROGRAMS | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAU CLAIRE COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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