2017-10-10T14:26:24-05:00 2017-06-30 390758449 Wipfli LLP PO Box 8700 Madison WI 537088700 990 2016-07-01 392034571 The Oshkosh Area Community Foundation Corporation OSHK 9204263993 230 Ohio Street No 100 Oshkosh WI 54902 William Wyman President & CEO 9204263993 2017-10-10 1 Amanda VanNatta P00948755 6082741980 2017-10-10 216.54.158.12 2017-10-10 10:57:11 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C15F953D2FC2D15D07C5931C0B7FB20A6CFE8AB3 2016 2021-01-29 14:40:06Z William Wyman 230 Ohio Street No 100 Oshkosh WI 54902 71097343 0 X www.oshkoshareacf.org X 2001 WI Receive & accept property to be administered for the benefit of the people & institutions serving our service area which includes Winnebago County, Waushara County, Green Lake County, and Ripon, Wisconsin. 15 15 14 176 0 0 7020088 7200527 2944 2468 1466704 1733802 227684 182140 8717420 9118937 4091746 5530739 0 0 815556 761369 0 0 202747 707456 545486 5614758 6837594 3102662 2281343 100179681 110357444 39000077 42425236 61179604 67932208 X The mission of The Oshkosh Area Community Foundation Corporation is to strengthen our communities. The organization accomplishes this through: leadership and funding to address current and emerging needs; collaboration and partnerships with donors or others to ensure lasting impact; and outstanding stewardship and inspired philanthropy. 0 0 6149063 5530739 2468 The Oshkosh Area Community Foundation Corporation is organized to receive and accept property to be administered exclusively for charitable purposes for the benefit of the people and the institutions serving our service area which includes Winnebago County, Waushara County, Green Lake County and Ripon, Wisconsin. Grantmaking and fund development is conducted: For assisting charitable and educational institutions; for promoting education and scientific research; for furnishing educational opportunities to individuals; for care of the sick, aged or helpless; to improve living conditions and to provide recreation for all classes; to enhance and promote economic development; to enhance and promote philanthropy; for other charitable purposes as will best make for the mental, moral and physical improvement of the inhabitants of the service area regardless of race, color or creed; to distribute property in accordance with the terms of gifts; to distribute property to qualified charitable organizations. 6149063 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 34 0 14 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X Jennifer Sheahan 9204263993 230 Ohio Street Suite 100 Oshkosh WI 54902 Victoria Beltran Board Member 1.00 1.00 X 0 0 0 Tom Castle Board Member 1.00 1.00 X 0 0 0 Dave Elbing Board Member 1.00 1.00 X 0 0 0 Jason Feltz Board Member 1.00 1.00 X 0 0 0 Jodie Larsen Board Member 1.00 1.00 X 0 0 0 Catherine Luther Board Member 1.00 1.00 X 0 0 0 Jim Malczewski Board Member 1.00 1.00 X 0 0 0 Sylvia McDonald Board Member 1.00 1.00 X 0 0 0 Nathan Olson Board Member 1.00 1.00 X 0 0 0 Kathryn Pfaendtner Board Member 1.00 1.00 X 0 0 0 David Schecklman Board Member (Thru Mid-January) 1.00 1.00 X 0 0 0 Steve Sorenson Board Member 1.00 1.00 X 0 0 0 Jason Hirschberg Board President 1.00 1.00 X X 0 0 0 Peter Lang Board Vice-President 1.00 1.00 X X 0 0 0 Brian McClone Board Secretary 1.00 1.00 X X 0 0 0 Bruce Rounds Board Treasurer (Thru March) 1.00 1.00 X X 0 0 0 Jeff Trembly Board Treasurer (Beg April) 1.00 1.00 X X 0 0 0 William Wyman President & CEO 40.00 1.00 X 93848 0 26437 Jennifer Sheahan Director of Finance 40.00 1.00 X 103843 0 5192 197691 0 31629 1 0 0 0 0 26551 153714 7020262 2579360 7200527 Loan Interest 523000 2468 2468 2468 1172225 1172225 62539983 61978406 561577 561577 561577 Administrative Fee Revenue 561000 182140 182140 182140 9118937 2468 0 1915942 4893653 4893653 637086 637086 276659 152716 73868 50075 389587 215052 104020 70515 46328 25573 12370 8385 48795 26935 13028 8832 21200 11703 5660 3837 186704 186704 21230 11718 5669 3843 73711 40688 19682 13341 33330 18398 8899 6033 67533 37279 18031 12223 23466 12953 6265 4248 14194 7835 3790 2569 2956 1632 789 535 13670 7546 3650 2474 26925 14863 7188 4874 9464 5224 2527 1713 Membership Dues 18862 10412 5036 3414 Publications 18076 9978 4826 3272 14165 7819 3782 2564 6837594 6149063 485784 202747 812672 577732 2649213 3950768 24500 10500 46 8420 879417 262891 642101 616526 49263957 87588411 44680026 15645178 1845825 1701013 261341 258896 100179681 110357444 57717 68369 2207419 2481827 354032 336628 36380909 39538412 39000077 42425236 X 61024067 67785681 155537 146527 61179604 67932208 100179681 110357444 X 2281343 4459229 12032 X 0 1 X 1 0 X 5358462 5056629 5294421 7020088 7200527 29930127 5358462 5056629 5294421 7020088 7200527 29930127 3424090 26506037 1141791 854731 934785 790705 1172225 4894237 34824364 910553 0.76110 0.78210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 146 4002928 1744859 15688171 1 1 19022337 323199 1936244 472364 365348 20444068 20060816 478050 -554664 567729 394136 19022337 20537060 1210880 -152062 1129534 405528 20060816 17301858 419595 3845372 634344 395421 20537060 16700704 723711 1813152 1107951 457740 370018 17301858 1.00000 0.00000 0.00000 0 0 137000 137000 639188 171981 467207 103229 90910 12319 616526 Alternative Investments 12970008 F Money Market Funds 2440855 F Certificates of Deposit 234315 F 15645178 Due to specified beneficiaries 39531370 Obligation under split-interest agreements 7042 39538412 X 13590198 4459229 12032 4471261 9118937 0 9118937 6837594 0 6837594 0 6837594 Part V, Line 4: To provide a predictable stream of funding to programs supported by its endowment, while seeking to maintain the purchasing power of the endowment assets. A donor agreement is maintained for each individual endowment fund that specifies the purpose of the fund and the duration of the restriction. Part X, Line 2: THE ORGANIZATIONS ARE REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATIONS HAVE DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. Part XI, Line 2d - Other Adjustments: Change in beneficial interest in charitable remainder trusts 12,032. 1 All Saints Catholic Congregation PO Box 269 Berlin WI 54923 390829540 501(c)(3) 25000 Program Support Angel on my shoulder Ltd 1611 Pine Tree Lane St Germain WI 54558 391858288 501(c)(3) 15000 Camp Hozhoni Support Autism Society of Wisconsin Inc 1477 Kenwood Drive Menasha WI 54952 391353925 501(c)(3) 5000 To purchase ican bike Berlin Police Department 108 N Capron Street Berlin WI 54923 396005398 City of Berlin 6000 Shop with a Hometown Hero support Birch Creek Music Performance Center Inc PO Box 230 Egg Harbor WI 54209 363032002 501(c)(3) 10000 Program Support Board of Regents of the University of Wisconsin System 780 Regent Street Madison WI 53706 391805963 State of WI 8250 Assistive Technology Lab, Youth Career Exploration Programs Boys' & Girls' Brigade Association Inc PO Box 665 Neenah WI 54957 390813396 501(c)(3) 5250 Character Development and Leadership Training Support Boys & Girls Clubs of America 1275 Peachtree Street NE Atlanta GA 30309 135562976 501(c)(3) 9000 Youth of the Year program support Boys & Girls Club Fox Valley Inc 160 S Badger Avenue Appleton WI 54911 391225709 501(c)(3) 18000 Great Futures program support Boys and Girls Club of Oshkosh Inc PO Box 411 Oshkosh WI 54903 396120658 501(c)(3) 141195 Program Support Boys & Girls Club of the Tri-County Area Inc PO Box 254 Berlin WI 54923 820721270 501(c)(3) 138772 Program Support Catalpa Health Inc 444 N Westhill Boulevard appleton WI 54914 454681563 501(c)(3) 306100 General operations support & Rise up program support Christine ann domestic abuse services Inc 1416 S Commercial Street Neenah WI 54956 391441770 501(c)(3) 66848 Program Support City of Oshkosh 215 Church Avenue Oshkosh WI 54903 396005563 City of Oshkosh 439810 Public Library, Public Museum, Police Department & Senior Center Program Clarity Care Inc 424 Washington Avenue Oshkosh WI 54901 391569283 501(c)(3) 5500 Help at Home program support Community Coalition on Homelessness Corporation 701 17th Avenue West Bradenton FL 34205 593340921 501(c)(3) 7000 Program Support Community for Hope of Greater Oshkosh Inc 2700 W 9th Avenue Suite 100 oshkosh WI 54904 421532927 501(c)(3) 61000 Program Support Community Hospice Foundation Inc PO Box 1534 Appleton WI 54912 391511977 501(c)(3) 6924 Program Support Congregation B'Nai Israel Inc 1121 Algoma Boulevard Oshkosh WI 54901 396281886 501(c)(3) 7863 Program Support Day by Day Warming Shelter Inc 449 High Avenue oshkosh WI 54901 275557420 501(c)(3) 17950 Program Support Don Shire Ministries Inc N6052 Bombinski Lane White Lake WI 54491 391968099 501(c)(3) 6850 Program Support DuTriRun Charities Inc 920 S Keller Park Drive Appleton WI 54914 812782224 Applied For 5000 Oshkosh Marathon program support Evans Scholars Foundation One Briar Road Golf IL 60029 362518129 501(c)(3) 7790 Program Support Father Carr's Place 2b Ltd 1062 N Koeller Road Oshkosh WI 54902 391334342 501(c)(3) 6000 Family Housing program support Feeding America Eastern Wisconsin Inc 1700 W Fond du Lac Avenue Milwaukee WI 53205 391384593 501(c)(3) 71375 Program Support First English Lutheran Church of Oshkosh 1013 Minnesota Street Oshkosh WI 54902 390826293 501(c)(3) 10000 Program Support First Presbyterian Church of Oshkosh 110 Church Avenue Oshkosh WI 54901 390810541 501(c)(3) 8000 Program Support Fit Oshkosh Inc 36 Broad Street Suite 310 Oshkosh WI 54901 472394333 501(c)(3) 5000 Program Support Fox Cities Performing Arts Center Inc 400 W College Avenue Appleton WI 54911 391977839 501(c)(3) 40000 Program Support Fox Valley Technical College Foundation Inc 1825 N Bluemound Drive Appleton WI 54914 391264389 501(c)(3) 95500 Vocational training center at STEP Industries program support Fox Valley Veterans Council Incorporated 2 N Systems Drive Appleton WI 54914 271009699 501(c)(3) 5000 Program Support Friends of Camp Anokijig Inc W5639 Anokijig Lane Plymouth WI 53073 203211411 501(c)(3) 9000 Campership for needy children & outdoor education experience program support Friends of Talent Education Inc 250 N Sawyer Street Oshkosh WI 54902 391671941 501(c)(3) 12000 Program Support Girl Scouts of the Northwestern Great Lakes Inc 4693 N Lynndale Drive Appleton WI 54913 391016314 501(c)(3) 12000 Program Support Goodwill Industries of North Central Wisconsin Inc 1800 Appleton Road Menasha WI 54952 391144913 501(c)(3) 24000 Circle of support, housing & medical program support Grace Evangelical Lutheran Church of Omro Incorporated 720 Jackson Avenue Omro WI 54963 390935776 501(c)(3) 70223 Save our Steeple support Greater Oshkosh Economic Development Corporation 2380 State Highway 44 Suite B Oshkosh WI 54904 471058496 501(c)(6) 10000 Program Support Green Lake Area Chamber of Commerce Inc PO Box 337 Green Lake WI 54941 391167951 501(c)(6) 11350 Concert series and July 4th celebration program support Green Lake County Department of Health & Human Services 500 Lake Steel STreet Green Lake WI 54941 396005700 Green Lake County 11685 Food pantry, senior nutrition and operation backpack program support Green Lake Renewal Inc PO Box 608 Green Lake WI 54941 264753668 501(c)(3) 14700 Program Support Growing Oshkosh Inc 530 Bay Shore Drive Oshkosh WI 54901 455566780 501(c)(3) 19250 Program Support Habitat for Humanity of Oshkosh Inc 1640 S Koeller Street Oshkosh WI 54903 391657039 501(c)(3) 30650 Program Support Hysterical Productions Inc 1239 Ceape Avenue Oshkosh WI 54901 461404807 501(c)(3) 5500 Seussical the Musical Outreach programming Jazz Corner Society Inc 7035 Jacobson Drive Winneconne WI 54986 391909647 501(c)(3) 5500 Fox Jazz Festival Program support Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 310537174 501(c)(3) 10000 Program Support Journey Together Service Dog Inc PO Box 2205 Oshkosh WI 54902 475396736 501(c)(3) 27500 Program Support JUNIOR ACHIEVEMENT of Wisconsin Inc - Fox Cities & Oshkosh 300 N Appleton Street Appleton WI 54911 390826295 501(c)(3) 22500 Program Support Like a Prayer Foundation Inc PO Box 2152 Oshkosh WI 54903 472077855 501(c)(3) 5000 Program Support Lourdes Academy of Oshkosh Wisconsin Inc 250 N Sawyer Street Oshkosh WI 54902 391911111 501(c)(3) 229610 Program Support Lutheran Homes of Oshkosh Inc 225 North Eagle Street Oshkosh WI 54902 391032234 501(c)(3) 6675 Program Support Marquette Community Foundation 250 N McClellan Avenue Suite B Marquette MI 49855 382826563 501(c)(3) 25000 Program Support Mercy Health Foundation 500 S Oakwood Road Oshkosh WI 54903 237140261 501(c)(3) 24227 Program Support Meta House Inc 2625 N Weil Street Milwaukee WI 53212 391017822 501(c)(3) 10000 Sustainable future program support NAMI 3803 Fairfax Drive 100 Arlington VA 22203 431201653 501(c)(3) 20000 Program Support NAMI Fox Valley Inc 211 E Franklin Street Appleton WI 54911 391545497 501(c)(3) 15000 Program Support NAMI Oshkosh Inc 525 N Main Street Oshkosh WI 54903 391319759 501(c)(3) 15000 Program Support Neenah Joint School District 410 S Commercial Street Neenah WI 54956 396003606 State of WI 110541 Program Support New North Inc 600 N Adams Street Green Bay WI 54301 260114487 501(c)(3) 10000 Program Support Nova Counseling Services Inc 3240 Jackson Street Oshkosh WI 54901 391172266 501(c)(3) 25000 Program Support Oshkosh Area Community Pantry Inc 2551 Jackson Street Oshkosh WI 54901 263714702 501(c)(3) 28520 Program Support Oshkosh Area Humane Society Inc 1925 Shelter Court Oshkosh WI 54901 391709813 501(c)(3) 25690 Program Support Oshkosh Area School District 215 S Eagle street Oshkosh WI 54902 391414354 State of WI 208384 Program Support Oshkosh Area United Way Inc 36 Broad Street 100 Oshkosh WI 54901 391017908 501(c)(3) 350150 Program Support Oshkosh Chamber of Commerce Foundation Inc 120 Jackson Street Oshkosh WI 54901 260015746 501(c)(3) 93300 Education, Workforce Programs & Imagine Oshkosh program support Oshkosh Community YMCA 324 Washington Avenue Oshkosh WI 54901 390878909 501(c)(3) 116322 Program Support Oshkosh Opera House Foundation Inc 222 Pearl Avenue Oshkosh WI 54903 391569883 501(c)(3) 58604 Program Support Oshkosh Saturday Farmers Market Inc 518 W Gruenwald Avenue Oshkosh WI 54901 455135065 501(c)(4) 8210 Oshkosh Farmers Market Bonus 10 Program Support Oshkosh Symphony Orchestra Inc PO Box 522 Oshkosh WI 54901 396059075 501(c)(3) 25554 Program Support Paper Industry International Hall of Fame Inc 425 West Water Street Appleton WI 54911 391861890 501(c)(3) 10000 Program Support Party0 Inc PO Box 1661 Oshkosh WI 54903 472582763 501(c)(3) 10500 Program Support Promusica Arizona Chorale & Orchestra PO BOX 74386 Phoenix AZ 85087 510503175 501(c)(3) 30100 Program Support Reach Counseling Services Inc 1509 S Commercial Street Neenah WI 54956 391292277 501(c)(3) 5000 Protective behaviors program support Ripon Area School District 1120 Metomen Street Ripon WI 54971 396004200 state of WI 309791 Program Support Ryan Community Inc 1338 W Prospect Avenue Appleton WI 54914 391307771 501(c)(3) 5000 Program Support Salvation Army 615 Slaters Lane Alexandria VA 22314 133485289 501(c)(3) 14462 Program Support Solutions Recovery Inc 621 Evans Street Oshkosh WI 54901 392039973 501(c)(3) 9000 Training program support St John's Northwestern Military Academy Inc 1101 N Genesse Street Delafield WI 53018 390817523 501(c)(3) 100000 Program Support Starting Point Inc 11514 N Port Washington Road Suite 120 Mequon WI 53092 391246685 501(c)(3) 10000 Program Support STEP Industries Inc 1010 Strohmeyer Drive Neenah WI 54956 391417716 501(c)(3) 197100 Recovery House for Men, United in Recovery program support The Catholic Diocese of Madison Foundation Inc PO Box 44983 Madison WI 53744 208156961 501(c)(3) 10000 Program Support The Mooring Programs Incorporated 607 W Seventh Street Appleton WI 54911 391229161 501(c)(3) 7700 Program Support The Paine Art Center and Gardens Inc 1410 Algoma Boulevard Oshkosh WI 54901 390785483 501(c)(3) 46524 Program Support The Salvation Army 401 NE Adams Street Peoria IL 61603 362167910 501(c)(3) 6924 Program Support The Samaritan Counseling Center of the Fox Valley Inc 1478 Kenwood Drive Suite 1 Menasha WI 54952 391214216 501(c)(3) 13669 Counseling adults over 65, AODA Treatment expansion program support The University of Cincinnati Foundation PO Box 19970 Cincinnati OH 45219 310896555 501(c)(3) 11000 Program Support Thrasher Opera House Corporation 510 Mill Street Green Lake WI 54941 391915602 501(c)(3) 9250 Program Support Tri-County Community Dental Clinic Inc 9 Tri-Park Way appleton WI 54914 470862462 501(c)(3) 19600 Program Support University of New Mexico Foundation Inc 700 Lomas Boulevard NE Suite 108 Albuquerque NM 87102 850275408 501(c)(3) 26200 Program Support University of Wisconsin Oshkosh Foundation Inc 842 Algoma Boulevard Oshkosh WI 54901 396076856 501(c)(3) 13350 Program Support Winnebago County Literacy Council Inc 106 Washington Avenue Oshkosh WI 54901 391679291 501(c)(3) 160337 Readers' Cafe Student Literacy Interventions program support Winneconne Community School District 233 S Third Avenue Winneconne WI 54986 396005270 State of WI 44615 Program Support Wisconsin Independent Christian Schools Inc 3450 Vinland Street Oshkosh WI 54901 311706955 501(c)(3) 6076 Program Support 86 4 Scholarships 451 637086 Part I, Line 2: In monitoring grants, the program officer requests a final report for all unrestricted and field of interest grants at the end of their grant period. X 17 2579360 Average trading price 0 0 1 1 Part I, Column (b): The number of contributions received are reported based on actual contributions received. Part I, Line 32b: THE OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION UTILIZES CARL HENNIG, INC. FOR STOCK TRANSACTIONS. STOCK GIFTS ARE SOLD IMMEDIATELY. IN INSTANCES WHEN OTHER NONCASH CONTRIBUTIONS ARE RECEIVED, THE TRANSACTIONS FLOW THROUGH THE ORGANIZATION'S RELATED PARTY, THE OSHKOSH AREA COMMUNITY PROPERTY CORPORATION. LAWYERS, REALTORS, AND THE ORGANIZATION'S RELATED PARTY ORGANIZATIONS ARE USED, AS APPROPRIATE, FOR SUCH TRANSACTIONS. Form 990, Part VI, Section B, line 11b The audit committee reviews form 990 and then the form 990 goes before the full board to be reviewed and approved prior to filing with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c The conflict of interest form is completed annually and kept on file. During board meetings, board members who have a relationship with an issue being reviewed abstain from voting. Form 990, Part VI, Section B, line 15 The Organization uses national data from the national council on foundations as well as local data from the oshkosh chamber of commerce surveys to determine compensation for top management officials and other officers. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy, and financial statements are available upon request in the organization's office. Financial statements can also be found on the organization's website. Form 990, Part XI, line 9: Change in Beneficial Interest in Charitable Remainder Trusts 12,032. Oshkosh Area Community Property Corporation 230 Ohio Street Suite 100 oshkosh WI 54902 272441813 To support the Oshkosh Area Community Foundation Corporation WI 501(c)(3) Line 12a, I The Oshkosh Area Community Foundation Corporation 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0