2025-11-12T10:24:03-06:00 2024-12-31 390912608 HAWKINS ASH CPAS LLP 500 S SECOND STREET SUITE 200 LA CROSSE WI 54601 990 2024-01-01 363500853 WINONA COMMUNITY FOUNDATION WINO 5074546511 111 RIVERFRONT SUITE 2E WINONA MN 55987 JACOB WOODWORTH CHAIR 5074546511 2025-11-06 1 1 BRITTANY F LEONARD P01646690 6087847737 2025-11-06 2024 2025-03-06 01:10:19Z JACOB WOODWORTH 111 RIVERFRONT SUITE 2E WINONA MN 55987 7838509 0 X WWW.WINONACF.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. 14 14 3 17 0 0 1998147 2469782 63871 65009 263906 1013863 83424 67711 2409348 3616365 1681381 4076331 0 0 199738 208173 0 0 45816 519210 503168 2400329 4787672 9019 -1171307 17131515 16951907 4281118 3583061 12850397 13368846 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 4492772 4076331 124720 CONNECTING DONORS WITH CHARITABLE NEEDS THROUGH DILIGENT STEWARDING OF DONATIONS, WINONA COMMUNITY FOUNDATION CONTINUED TO FOSTER ITS MISSION IN 2024 WITH 597 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. 4492772 1 1 0 0 0 1 0 0 0 1 1 0 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 13 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X X X THE ORGANIZATION 5074546511 111 RIVERFRONT SUITE 2E WINONA MN 55987 AARON YOUNG DIRECTOR 1.00 X 0 0 0 ANN GIBSON SECRETARY 1.00 X X 0 0 0 MAURELLA CUNNINGHAM DIRECTOR 1.00 X 0 0 0 JACKIE CZAPLEWSKI TREASURER 2.00 X X 0 0 0 KEVIN O'REILLY DIRECTOR 1.00 X 0 0 0 JOLENE VASELAAR DIRECTOR 1.00 X 0 0 0 REBECCA FRANZEN DIRECTOR 1.00 X 0 0 0 DAVE JENSEN VICE CHAIR 2.00 X X 0 0 0 CINDY TELSTAD DIRECTOR 1.00 X 0 0 0 JACOB WOODWORTH CHAIR 2.00 X X 0 0 0 SARA BRANDON DIRECTOR 1.00 X 0 0 0 ANNMARIE DEMARAIS DIRECTOR 1.00 X 0 0 0 BOB QUINLAN DIRECTOR 1.00 X 0 0 0 HAYLEY HORNBERG DIRECTOR 1.00 X 0 0 0 NANCY BROWN EXECUTIVE DIRECTOR 40.00 X 104097 0 4830 MANDI OLSON FINANCE DIRECTOR 25.00 X 49771 0 2316 153868 0 7146 1 0 0 0 0 2469782 1064956 2469782 SERVICE FEES 523000 65009 65009 65009 326013 326013 4909994 4222144 687850 687850 687850 8000 0 8000 8000 MISCELLANEOUS INCOME 900099 59711 59711 59711 3616365 124720 0 1021863 4076331 4076331 161014 48304 80507 32203 32642 9793 16320 6529 473 142 237 94 14044 4213 7022 2809 15160 15160 69524 69524 18263 18263 19344 1934 17410 6551 6040 511 14920 4476 7460 2984 2179 2179 670 498 122 50 2427 728 1214 485 PROGRAM EXPENSE 330587 330587 SPECIAL EVENTS 11946 11946 MISCELLANEOUS 4467 3738 729 MEMBERSHIP DUES 3145 3145 3985 82 3752 151 4787672 4492772 249084 45816 90150 55186 1753 1804 7564 7190 1044 374 17012056 16880689 26512 13854 17131515 16951907 11608 18123 4269510 3564938 4281118 3583061 X 5323347 5360136 7527050 8008710 12850397 13368846 17131515 16951907 X -1171307 576573 1113183 X X 0 1 X 1 0 X 924628 2165655 1230035 1998147 2469782 8788247 924628 2165655 1230035 1998147 2469782 8788247 2859363 5928884 194148 322686 221633 308134 326013 1372614 10160861 0.58350 0.55380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47 713321 976184 2908020 1 1 3198346 41802 378399 151619 3466928 2559046 309342 472563 142605 3198346 3010550 161000 -504075 108429 2559046 2710724 1338 437705 139217 3010550 2504133 5312 375673 174394 2710724 0.16931 0.46266 0.36803 1 0 1190 1111 79 6374 6079 295 374 AGENCY FUNDS 3550675 OPERATING LEASE LIABILITY 14263 3564938 X 3435184 576573 -688230 -111657 3546841 69524 69524 3616365 2916735 -1801413 -1801413 4718148 69524 69524 4787672 PART V, LINE 4: THE COMMUNITY FOUNDATION HOLDS SEVERAL ENDOWMENTS THAT IMPROVE THE QUALITY OF THE LIFE IN THE WINONA AREA BY MAKING GRANTS TO PROJECTS AND CAUSES THAT ADDRESS BOTH THE NEEDS AND THE OPPORTUNITIES PRESENT IN THE COMMUNITY. 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, 2024, 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: AGENCY FUNDS PART XII, LINE 2D - OTHER ADJUSTMENTS: AGENCY FUNDS 1 ADVOCACY CENTER OF WINONA 100 LATSCH SQUARE WINONA MN 55987 411356358 501(C)3 37493 0 HUMAN SERVICES ALL KIDS WIN FORMERLY HOMELESS BACKPACKS PO BOX 5505 LACEY WA 98509 260380763 501(C)3 6500 0 YOUTH DEVELOPMENT AMERICAN RED CROSS - SOUTHERN MINNESOTA CHAPTER 305 ALLIANCE PLACE NE ROCHESTER MN 55906 410693841 501(C)3 30019 0 DISASTER RELIEF AQUINAS CATHOLIC SCHOOLS FOUNDATION INC 315 11TH ST S LA CROSSE WI 54601 510162072 501(C)3 10000 0 EDUCATIONAL BENEDICTINE FOUNDATION 1347 WEST BROADWAY WINONA MN 55987 410850791 501(C)3 128200 0 HEALTH AND WELLNESS BIG BROTHERS BIG SISTERS OF THE 7 RIVERS REGION 313 4TH STREET SOUTH LA CROSSE WI 54601 391762460 501(C)3 17000 0 YOUTH DEVELOPMENT BLUE ANGELS GYMNASTICS 20256 WEST MILL STREET GALESVILLE WI 54630 391848548 501(C)3 19545 0 YOUTH DEVELOPMENT BLUFF COUNTRY FAMILY RESOURCES 114 MAIN ST HOKAH MN 55941 411502808 501(C)3 9945 0 HUMAN SERVICES BLUFFVIEW MONTESSORI SCHOOL 1321 GILMORE AVENUE WINONA MN 55987 411589141 501(C)3 17983 0 EDUCATIONAL BONNEY LAKE HIGH SCHOOL SUMNER-BONNEY LAKE SCHOOL DISTRICT 10920 119TH AVE CT E BONNEY LAKE WA 98391 910783342 5125 0 YOUTH DEVELOPMENT BOY SCOUTS OF AMERICA BOY SCOUT TROOP 34 - JESSUP PA 115 DELAWARE AVE OLYPHANT PA 18447 221576300 501(C)3 6000 0 YOUTH DEVELOPMENT BRIDGES HEALTH 420 E SARNIA ST SUITE 1300 WINONA MN 55987 934496591 501(C)3 10000 0 HEALTH AND WELLNESS CATHEDRAL OF THE SACRED HEART 360 MAIN STREET WINONA MN 55987 410732499 501(C)3 10500 0 RELIGION CATHOLIC CHARITIES OF SOUTHERN MINNESOTA 111 MARKET STREET WINONA MN 55987 410721636 501(C)3 46535 0 HUMAN SERVICES CATHOLIC FOUNDATION OF SOUTHERN MINNESOTA PO BOX 30098 WINONA MN 55987 411691198 501(C)3 19000 0 RELIGION CITY OF WINONA 207 LAFAYETTE STREET WINONA MN 55987 416005651 148785 0 CIVIC AND COMMUNITY DEVELOPMENT COTTER SCHOOLS 1115 WEST BROADWAY ST WINONA MN 55987 411653997 501(C)3 31350 0 EDUCATIONAL DONT BE A BULLY DBAB FOUNDATION INC PO BOX 7174 DOUGLASVILLE GA 30154 830447560 501(C)3 8500 0 YOUTH DEVELOPMENT DUPAGE UNITARIAN UNIVERSALIST CHURCH 1828 OLD NAPERVILLE RD NAPERVILLE IL 60563 042103733 501(C)3 30000 0 RELIGION FAMILY & CHILDREN'S CENTER 601 FRANKLIN STREET WINONA MN 55987 390821863 501(C)3 67184 0 HUMAN SERVICES FOOD FOR THE POOR INC 6401 LYONS ROAD COCONUT CREEK FL 33073 592174510 501(C)3 10500 0 HUMAN SERVICES FRIENDS OF WINONA PUBLIC LIBRARY 151 WEST FIFTH STREET WINONA MN 55987 411699590 501(C)3 11795 0 YOUTH DEVELOPMENT FROZEN RIVER FILM FESTIVAL 164 E 3RD STREET WINONA MN 55987 473831228 501(C)3 8000 0 ARTS, CULTURE AND HUMANITIES GALE-ETTRICK-TREMPEALEAU SCHOOL DISTRICT 17511 N MAIN ST GALESVILLE WI 54630 396002164 11110 0 YOUTH DEVELOPMENT GIRLS ON THE RUN OF GREATER KNOXVILLE INC PO BOX 1046 POWELL TN 37849 202914907 501(C)3 25000 0 YOUTH DEVELOPMENT GO FAR PO BOX 6041 HIGH POINT NC 27262 262059189 501(C)3 11000 0 YOUTH DEVELOPMENT GREAT RIVER SHAKESPEARE FESTIVAL PO BOX 377 WINONA MN 55987 010765907 501(C)3 6995 0 ARTS, CULTURE AND HUMANITIES GREATER SCRANTON YMCA 706 N BLAKELY ST DUNMORE PA 18512 240795516 501(C)3 6500 0 YOUTH DEVELOPMENT HABITAT FOR HUMANITY SERVING WINONA COUNTY 126 N BAKER ST WINONA MN 55987 411755549 501(C)3 17900 0 HOUSING AND SHELTER HIAWATHA VALLEY MENTAL HEALTH CENTER 420 E SARNIA ST 1200 WINONA MN 55987 410889423 501(C)3 126900 0 HUMAN SERVICES HOME & COMMUNITY OPTIONS INC 66 E THIRD ST WINONA MN 55987 411278194 501(C)3 39400 0 HUMAN SERVICES HOMETOWN RESOURCE CENTER 1244 WHITEWATER AVENUE ST CHARLES MN 55972 411603419 501(C)3 26986 0 HUMAN SERVICES HOPE LUTHERAN HIGH SCHOOL 253 LIBERTY STREET WINONA MN 55987 611451450 501(C)3 17334 0 YOUTH DEVELOPMENT IMMANUEL LUTHERAN SCHOOL 22591 COUNTY ROAD 25 LEWISTON MN 55952 416006572 501(C)3 8457 0 YOUTH DEVELOPMENT IMPACT CENTER 373 EAST BROADWAY STREET WINONA MN 55987 883664012 501(C)3 21200 0 YOUTH DEVELOPMENT LEWISTON-ALTURA PUBLIC SCHOOLS 100 COUNTY ROAD 25 LEWISTON MN 55952 311682748 24580 0 EDUCATIONAL MARQUETTE UNIVERSITY UNIVERSITY ADVANCEMENT MILWAUKEE WI 53201 390806251 501(C)3 10000 0 EDUCATIONAL MAYO CLINIC FOUNDATION 200 FIRST STREET SW ROCHESTER MN 55905 416011702 501(C)3 10000 0 HEALTH AND WELLNESS MILLER MENTORING PROGRAM 901 GILMORE AVE WINONA MN 55987 411707738 501(C)3 25000 0 YOUTH DEVELOPMENT MINNESOTA BEETHOVEN FESTIVAL POST OFFICE BOX 1143 WINONA MN 55987 263451875 501(C)3 10000 0 ARTS, CULTURE AND HUMANITIES MINNESOTA MARINE ART MUSEUM 800 RIVERVIEW DRIVE WINONA MN 55987 721580723 501(C)3 24700 0 ARTS, CULTURE AND HUMANITIES MINNESOTA MASTERPIECE HALL PO BOX 322 WINONA MN 55987 881081197 501(C)3 70000 0 ARTS, CULTURE AND HUMANITIES OUR VOICES POST OFFICE BOX 184 WINONA MN 55987 391913461 501(C)3 7500 0 HUMAN SERVICES PROJECT FINE COUNTY OFFICE BUILDING WINONA MN 55987 411883675 501(C)3 8495 0 HUMAN SERVICES PROJECT GET OUTDOORS INC 19041 HIGHWAY 74 ALTURA MN 55910 261837441 501(C)3 7500 0 HEALTH AND WELLNESS RESTORAVORE 25475 COUNTY ROAD 17 WINONA MN 55987 934168861 501(C)3 27935 0 ENVIRONMENTAL RETHOS 75 W 5TH STREET ST PAUL MN 55102 411427970 501(C)3 6000 0 EDUCATIONAL RIVER BLUFF CHURCH 850 HIGHWAY 14 WINONA MN 55987 411252724 501(C)3 10000 0 RELIGION SAINT MARY'S UNIVERSITY OF MINNESOTA 700 TERRACE HEIGHTS 21 WINONA MN 55987 410695527 501(C)3 58000 0 EDUCATIONAL SAMARITAN'S PURSE POST OFFICE BOX 3000 BOONE NC 28607 581437002 501(C)3 5412 0 DISASTER RELIEF SANDBAR STORYTELLING FESTIVAL 980 W LAKE BLVD WINONA MN 55987 873223266 501(C)3 75000 0 ARTS, CULTURE AND HUMANITIES SEMCAC 204 ELM STREET RUSHFORD MN 55971 410907135 501(C)3 34533 0 HUMAN SERVICES ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)3 5500 0 YOUTH DEVELOPMENT ST MARY'S CATHOLIC CHURCH 1303 WEST BROADWAY WINONA MN 55987 410721636 501(C)3 49100 0 RELIGION ST PAUL'S OUTREACH AKA SPO 2520 LEXINGTON AVE MENDOTA HEIGHTS MN 55120 411621192 501(C)3 10600 0 RELIGION STANDUP GEORGIA REFUGEES CORPORATION 501 PINE SHADOWS LN STONE MOUNTAIN GA 30088 871336627 501(C)3 8995 0 YOUTH DEVELOPMENT THE LITTLE RED SCHOOLHOUSE PROJECT PO BOX 6302 OLYMPIA WA 98507 912003171 501(C)3 6500 0 YOUTH DEVELOPMENT WINONA AREA CHAMBER OF COMMERCE FOUNDATION 902 EAST 2ND STREET SUITE 120 WINONA MN 55987 411796326 501(C)6 6550 0 CIVIC AND COMMUNITY DEVELOPMENT WINONA AREA HUMANE SOCIETY 1112 EAST BROADWAY WINONA MN 55987 411743035 501(C)3 5800 0 OTHER WINONA AREA PUBLIC SCHOOLS 903 GILMORE AVENUE WINONA MN 55987 416004759 13866 0 YOUTH DEVELOPMENT WINONA AREA YOUTH HOCKEY ASSOCIATION PO BOX 563 WINONA MN 559870563 411468503 501(C)3 13324 0 YOUTH DEVELOPMENT WINONA COMMUNITY FOUNDATION 111 RIVERFRONT SUITE 2E WINONA MN 559873509 363500853 501(C)3 6248 0 YOUTH DEVELOPMENT WINONA COUNTY 202 W THIRD ST WINONA MN 55987 416005926 5600 0 HUMAN SERVICES WINONA COUNTY HISTORICAL SOCIETY 160 JOHNSON ST WINONA MN 55987 410789385 501(C)3 16802 0 ARTS, CULTURE AND HUMANITIES WINONA FAMILY YMCA 902 PARKS AVE WINONA MN 55987 410693890 501(C)3 33265 0 HEALTH AND WELLNESS WINONA HEALTH FOUNDATION 855 MANKATO AVENUE WINONA MN 55987 411879744 501(C)3 29050 0 HEALTH AND WELLNESS WINONA ORC INDUSTRIES INC 1053 EAST MARK STREET WINONA MN 55987 411225014 501(C)3 15086 0 HUMAN SERVICES WINONA STATE UNIVERSITY FOUNDATION PO BOX 5838 WINONA MN 55987 237079002 501(C)3 10000 0 EDUCATIONAL WINONA VOLUNTEER SERVICES 402 EAST SECOND STREET WINONA MN 55987 237376207 501(C)3 2029222 0 HUMAN SERVICES WINONA WRESTLING CLUB 3770 W 7TH ST WINONA MN 559871777 841743646 501(C)3 7097 0 YOUTH DEVELOPMENT 76 13 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 FESTIVAL DIRECTOR IS THE PRINCIPAL EMPLOYEE OF THIS ORGANIZATION 6995 GRANTS GENERAL SUPPORT X 14764 1064956 FMV 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: AGENCY FUNDS ELIMINATION 1,113,183. 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.