EAU CLAIRE COMMUNITY FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- EAU CLAIRE COMMUNITY FOUNDATION (EIN 39-1891064)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-16
- IRS object ID
- 201732899349301943
- Schema version
- 2016v3.0
- 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 | 2017-10-16T15:18:52-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-10-10 | 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 | 2017-10-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.54.158.12 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-10 | IPDt |
| IP Tm | 10:29:06 | 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 | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| 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 | $7,688,026 | 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 | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,973,287 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,115,322 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $499,168 | PYInvestmentIncomeAmt |
| CY Investment Income | $392,997 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,856 | PYOtherRevenueAmt |
| CY Other Revenue | $27,406 | CYOtherRevenueAmt |
| PY Total Revenue | $6,489,311 | PYTotalRevenueAmt |
| CY Total Revenue | $3,535,725 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $505,826 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,246,401 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $140,693 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $153,669 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $47,948 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $431,296 | PYOtherExpensesAmt |
| CY Other Expenses | $69,285 | CYOtherExpensesAmt |
| PY Total Expenses | $1,077,815 | PYTotalExpensesAmt |
| CY Total Expenses | $1,469,355 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,411,496 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,066,370 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,497,394 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,057,399 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,906,844 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,016,635 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,590,550 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,040,764 | 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 | $1,379,473 | ExpenseAmt |
| Grant | $1,246,401 | GrantAmt |
| Revenue | $27,406 | 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 2016, we provided 230 grants to fulfill needs throughout the community, including $3,500 to the Children's Museum of Eau Claire for its Safety and Accessibility Initiative, $2,000 to Big Brothers Big Sisters of Northwestern Wisconsin for 1 to 1 Mentorship, $1,800 to the Ski Sprites Water Ski Club, Inc. for its Adaptive Water Ski Program, and $3,000 to the Wisconsin Dental Association for its 2016 Mission of Mercy.One of the 16 new funds created in 2016 was the Thurston "It's the little things" Family Fund. This Fund focuses on innovative programs that encourage new approaches to meeting the individual needs of elderly people.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 and their grant-seeking activities. Through our work with donors, grantees, and other community members, we're helping to increase the quality of life in the Eau Claire area. | Desc |
| Total Program Service Expenses | $1,379,473 | 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 | 6 | 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 (18 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 | |
| JEFF HALLOIN | ||||||
| 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 | |
| CHARLES GROSSKLAUS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM LARSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LELAND MaYER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KARL MURCH | ||||||
| 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 | |
| JANE LOKKEN | ||||||
| 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) |
| LAURA TALLEY | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARK FAANES | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUE BORNICK | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $62,878 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $62,878 | 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 | $3,115,322 | AllOtherContributionsAmt |
| Noncash Contributions | $755,736 | NoncashContributionsAmt |
| Total Contributions | $3,115,322 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $374,682 | TotalRevenueColumnAmt |
| Exclusion | $374,682 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,170,616 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,152,301 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,315 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,315 | TotalRevenueColumnAmt |
| Exclusion | $18,315 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | administrative fee | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $27,406 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,406 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $27,406 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,535,725 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,406 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $392,997 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,246,401 | TotalAmt |
| Program Services | $1,246,401 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,878 | TotalAmt |
| Program Services | $28,740 | ProgramServicesAmt |
| Management And General | $19,517 | ManagementAndGeneralAmt |
| Fundraising | $14,621 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,791 | TotalAmt |
| Program Services | $41,498 | ProgramServicesAmt |
| Management And General | $28,181 | ManagementAndGeneralAmt |
| Fundraising | $21,112 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,571 | TotalAmt |
| Program Services | $4,048 | ProgramServicesAmt |
| Management And General | $2,407 | ManagementAndGeneralAmt |
| Fundraising | $2,116 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$24,210 | TotalAmt |
| Management And General | -$24,210 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,356 | TotalAmt |
| Program Services | $5,356 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,495 | TotalAmt |
| Program Services | $10,673 | ProgramServicesAmt |
| Management And General | $6,966 | ManagementAndGeneralAmt |
| Fundraising | $4,856 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,455 | TotalAmt |
| Program Services | $5,480 | ProgramServicesAmt |
| Management And General | $4,110 | ManagementAndGeneralAmt |
| Fundraising | $2,865 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,909 | TotalAmt |
| Management And General | $1,909 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,621 | TotalAmt |
| Program Services | $2,913 | ProgramServicesAmt |
| Management And General | $2,185 | ManagementAndGeneralAmt |
| Fundraising | $1,523 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,698 | TotalAmt |
| Program Services | $224 | ProgramServicesAmt |
| Management And General | $869 | ManagementAndGeneralAmt |
| Fundraising | $605 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| PROJECT EXPENSE | $80,299 | $80,299 | |
| COMMUNITY LEADERSHIP | $8,730 | $4,345 | $4,385 |
| DUES | $3,739 | $3,739 | |
| FUND EVENT EXPENSE | -$4,135 | -$4,135 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$54,243 | TotalAmt |
| Program Services | -$54,243 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,469,355 | TotalAmt |
| Program Services | $1,379,473 | ProgramServicesAmt |
| Management And General | $41,934 | ManagementAndGeneralAmt |
| Fundraising | $47,948 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,241,002 | BOYAmt |
| EOY | $3,601,216 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,740,108 | BOYAmt |
| EOY | $3,032,335 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $650 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $51,864 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,293 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,242 | BOYAmt |
| EOY | $8,571 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,398,724 | BOYAmt |
| EOY | $7,943,725 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,103,318 | BOYAmt |
| EOY | $4,470,902 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,497,394 | BOYAmt |
| EOY | $19,057,399 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,173 | BOYAmt |
| EOY | $12,249 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,315 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,780,356 | BOYAmt |
| EOY | $2,004,386 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,906,844 | BOYAmt |
| EOY | $2,016,635 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,891,322 | BOYAmt |
| EOY | $7,699,719 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,418,447 | BOYAmt |
| EOY | $9,039,332 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,781 | BOYAmt |
| EOY | $301,713 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,590,550 | BOYAmt |
| EOY | $17,040,764 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,497,394 | BOYAmt |
| EOY | $19,057,399 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,066,370 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $383,844 | 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 | $512,234 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $532,623 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,943,212 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,973,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,115,322 | CurrentTaxYearAmt |
| Total | $12,076,678 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $512,234 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $532,623 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,943,212 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,973,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,115,322 | CurrentTaxYearAmt |
| Total | $12,076,678 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $750,186 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,326,492 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $187,857 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $177,229 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $181,193 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $499,168 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $392,997 | CurrentTaxYearAmt |
| Total | $1,438,444 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,495 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,408 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,381 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,358 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,406 | CurrentTaxYearAmt |
| Total | $101,048 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,616,170 | TotalSupportAmt |
| Public Support CY170 | 0.83180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85900 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 59 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,252,456 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $129,070 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,256,485 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $522,145 | BeginningYearBalanceAmt |
| Contributions | $450,145 | ContributionsAmt |
| Investment Earnings Or Losses | $74,310 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,155 | GrantsOrScholarshipsAmt |
| Other Expenditures | $118,440 | OtherExpendituresAmt |
| Administrative Expenses | $18,047 | AdministrativeExpensesAmt |
| End Year Balance | $899,958 | 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 | $43,293 | DepreciationAmt |
| Book Value | $8,571 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,571 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EUROPACIFIC GROWTH FUND CLASS F-2 | $1,003,633 | C |
| METROPOLITAN WEST TOTAL RETURN BOND | $1,412,284 | C |
| JENSEN QUALITY GROWTH FUND CLASS I | $991,154 | C |
| VANGUARD SHORT-TERM INVESTMENT GRADE | $1,063,831 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,470,902 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY ENDOWMENT FUNDS | Desc |
| Amt | $2,004,386 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,004,386 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,846,456 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $383,844 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $56,666 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $870,221 | OtherRevenueAmt |
| Revenue Not Reported | $1,310,731 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,535,725 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,535,725 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,719,132 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $56,666 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $193,111 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $249,777 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,469,355 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,469,355 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 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, 2016. |
| Part XI, Line 2d - Other Adjustments: | REVENUE RECORDED ON THE 990 FOR EAU CLAIRE PUBLIC SCHOOLS FOUNDATION 870,221. EIN #26-1877961 |
| Part XII, Line 2d - Other Adjustments: | EXPENSES RECORDED ON THE 990 FOR EAU CLAIRE PUBLIC SCHOOLS FOUNDATION 189,362. ADJUST NET ASSETS TO AGREE TO FINANCIALS 3,749. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 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) | $10,144 | UNRESTRICTED IN MEMORY OF CHARLES LASKER; UNRESTRICTED TO CAMP MANITOU; STRONG KIDS; UNRESTRICTED; ARTS AND CRAFTS CENTER; UNRESTRICTED GRANT FROM THE GARY AND SONYA TOURVILLE FAMILY FUND; YOUTH TACKLE FOOTBALL EQUIPMENT TRAILER; CAMP MANITOU SCHOLARSHIPS; ELECTRONIC PORTABLE SCOREBOARDS | |
| FEED MY PEOPLE FOOD BANK | ||||||||
| 2610 ALPINE RD | EAU CLAIRE | WI | 54703 | 361488941 | 501(c)(3) | $10,960 | UNRESTRICTED; REFRIGERATED BOX TRUCK WITH LIFT GATE | |
| HSHS SACRED HEART FOUNDATION | ||||||||
| 900 W CLAIREMONT AVE | EAU CLAIRE | WI | 54701 | 371186514 | 501(c)(3) | $10,100 | THE MATTHEW AND CAROL HUBLER FAMILY "ONE MORE DAY" ENDOWMENT; UNRESTRICTED TO WOMEN AND INFANTS SERVICES | |
| LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN INC | ||||||||
| 120 SOUTH BARSTOW ST | EAU CLAIRE | WI | 54701 | 390816846 | 501(c)(3) | $5,000 | TRAUMA SERVICES FOR WOMEN AND CHILDREN | |
| TRINITY EQUESTRIAN CENTER KIDS KAMP | ||||||||
| S5300 STATE ROAD 37 | EAU CLAIRE | WI | 54701 | 200446590 | 501(c)(3) | $5,000 | FINDING HOPE THROUGH HORSES | |
| WESTERN DAIRYLAND ECONOMIC OPPORTUNITY COUCIL INC | ||||||||
| 418 WISCONSIN STREET | EAU CLAIRE | WI | 54703 | 391076993 | 501(c)(3) | $8,000 | WOMEN'S BUSINESS CENTER; CHILD CARE PARTNERSHIP | |
| BOLTON REFUGE HOUSE INC | ||||||||
| PO BOX 482 | EAU CLAIRE | WI | 54702 | 391302222 | 501(c)(3) | $9,830 | UNRESTRICTED; LIFE SKILLS SUPPORT GROUP | |
| BOYS AND GIRLS CLUB OF THE GREATER CHIPPEWA VALLEY INC | ||||||||
| 1005 OXFORD AVE | EAU CLAIRE | WI | 54703 | 392032491 | 501(c)(3) | $13,300 | UNRESTRICTED FOR MARY MARKQUART CENTER; UNRESTRICTED; HEALTH AND NUTRITION - CULINARY CLASSROOM AND KITCHEN PROGRAMS; HEALTHY LIFESTYLES GARDENING PROGRAM; ACADEMIC SUCCESS AND MEAL PROGRAM FURNITURE | |
| CHILDREN'S MUSEUM OF EAU CLAIRE INC | ||||||||
| 220 S BARSTOW ST | EAU CLAIRE | WI | 54701 | 392015286 | 501(c)(3) | $10,500 | UNRESTRICTED; PLAYING TOGETHER IN HARMONY PARK; SAFETY AND ACCESSIBILITY INITIATIVE | |
| CHIPPEWA VALLEY FREE CLINIC | ||||||||
| 816 PORTER AVE STE 200 | EAU CLAIRE | WI | 54701 | 391840231 | 501(c)(3) | $11,780 | UNRESTRICTED; WOMEN'S HEALTH AND HYGIENE; ORAL HEALTH | |
| COALITION ON TEMPORARY SHELTER (COTS) | ||||||||
| 26 PETERBORO | DETROIT | MI | 48201 | 382420565 | 501(c)(3) | $5,000 | UNRESTRICED | |
| EAU CLAIRE CONFLUENCE ARTS INC | ||||||||
| 105 GARFIELD AVE | EAU CLAIRE | WI | 54701 | 471799805 | 501(c)(3) | $924,291 | CONFLUENCE PROJECT COSTS | |
| FIERCE FREEDOM | ||||||||
| 2519 HILLCREST PKWY SUITE 100 | ALTOONA | WI | 54720 | 461001360 | 501(c)(3) | $5,000 | HOTEL INDUSTRY ANTI-SEX TRAFFICKING TRAINING | |
| LE PHILLIPS MEMORIAL PUBLIC LIBRARY | ||||||||
| 400 EAU CLAIRE ST | EAU CLAIRE | WI | 54701 | 396005436 | $11,400 | MAKERSPACE AND THE L.E. PHILLIPS MEMORIAL PUBLIC LIBRARY; BOOK BIKE PROJECT | ||
| SAFE SLEEP TASK FORCE | ||||||||
| 720 SECOND AVENUE | EAU CLAIRE | WI | 54703 | 396005436 | $5,000 | SAFE SLEEP | ||
| UW-MADISON BURSAR'S OFFICE | ||||||||
| 333 EAST CAMPUS MALL 10501 | MADISON | WI | 537151383 | 390743975 | 501(c)(3) | $8,500 | SCHOLARSHIP FOR MORGAN LARSON; SCHOLARSHIP FOR BAILEY THOMAS; SCHOLARSHIP FOR ERIK WOELFLE | |
| UW-STEVEN'S POINT | ||||||||
| UWSP BURSARS OFFICE SSC 1108 | STEVENS POINT | WI | 54481 | 396098038 | 501(c)(3) | $12,000 | SCHOLARSHIP FOR BRIAN KARL; SCHOLARSHIP FOR MEGAN SCHUETTE | FREMONT ST |
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 | 34 | ContributionCnt |
| Noncash Contributions Rpt F990 | $755,736 | 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 34 DONORS: AGL RES, INC. COM - 20.000 SHS HP INC - 300.000 SHS VANGUARD SHORT-TERM INVESTMENT GRADE ADM - 137.874 SHS AMERICAN FUNDS EUROPACIFIC GROWTH F2 - 77.540 SHS CULLEN HIGH DIVIDEND EQUITY I - 188.469 SHS TRANSAMERICA EMERGING MARKETS DEBT I - 21.463 SHS VIRTUS EMERGING MARKETS OPPORTUNITIES I - 187.936 SHS JENSEN QUALITY GROWTH I - 102.987 SHS JP MORGAN STRATEGIC INCOME OPPS SEL - 8.503 SHS METROPOLITAN WEST TOTAL RETURN BOND I - 527.379 SHS HP INC - 200.000 SHS JOHN HANCOCK CLASSIC VALUE FUND CLASS I - 195.000 SHS T ROWE PRICE MID CAP VALUE FUND - 427.584 SHS DODGE & COX STOCK FUND - 78.798 SHS AMCAP FUND - 75.130 SHS FUNDAMENTAL INVESTORS - 187.000 SHS MANULIFE FINL CORP COM - 690.000 SHS APPLE, INC - 85.000 SHS AMCAP FUND - 370.370 SHS T ROWE PRICE MID CAP VALUE FUND - 15.974 SHS T ROWE PRICE MID CAP GROWTH FUND - 33.712 SHS DODGE & COX STOCK FUND - 280.275 SHS T ROWE PRICE MID CAP GROWTH FUND - 91.417 SHS DODGE & COX STOCK FUND - 18.199 SHS JOHNSON & JOHNSON COM - 300.000 SHS ABBOTT LABS COM - 200.000 SHS ABBVIE INC COM - 200.000 SHS NATIONAL PRESTO INDUSTRIES INC - 120.000 SHS VISA INC - 126.000 SHS ENERGY TRANSFER EQUITY LP COM UNITS - 67.000 SHS JENSON QUALITY GROWTH FUND - 91.417 SHS DODGE & COX STOCK FUND - 38.296 SHS DIAMOND HILL SMALL CAP - 6.746 SHS JP MORGAN CHASE & CO - 30.000 SHS JP MORGAN CHASE & CO - 35.000 SHS JOHNSON & JOHNSON COM - 92.000 SHS T ROWE PRICE MID CAP GROWTH FUND - 45.739 SHS DODGE & COX STOCK FUND - 5.928 SHS T ROWE PRICE MID CAP VALUE FUND - 177.709 SHS T ROWE PRICE MID CAP GROWTH FUND - 12.782 SHS DODGE & COX STOCK FUND - 38.296 SHS T ROWE PRICE MID CAP GROWTH FUND - 91.417 SHS DODGE & COX STOCK FUND - 18.199 SHS LOWES COS INC COM - 307.447 SHS BECTON & DICKINSON & CO - 200.000 SHS LOWES COS INC COM - 33.553 SHS GOODYEAR TIRE & RUBBER CO - 335.000 SHS T ROWE PRICE MID CAP GROWTH FUND - 306.786 SHS T ROWE PRICE MID CAP VALUE FUND - 141.461 SHS DODGE & COX STOCK FUND - 123.398 SHS EUROPACIFIC GROWTH FUND CL F2 - 179.231 SHS T ROWE PRICE MID CAP GROWTH FUND - 234.326 SHS T ROWE PRICE MID CAP VALUE FUND - 751.315 SHS STANDARD & POORS DEP REC TR - 220.000 SHS AMCAP FUND - 57.713 SHS CULLEN HIGH DIVIDEND EQUITY I - 94.963 SHS DIAMOND HILL SMALL CAP - 3.065 SHS DODGE & COX STOCK FUND - 11.374 SHS EUROPACIFIC GROWTH FUND - 35.440 SHS JENSEN PORTFOLIO INC FUND - 25.952 SHS T ROWE PRICE MID CAP VALUE FUND - 13.015 SHS VANGUARD INTERMEDIATE TERM TAX EX FUND - 89.669 SHS VIRTUS EMERGING MARKETS OPPORTUNITIES - 48.686 SHS T ROWE PRICE MID CAP GROWTH FUND - 191.346 SHS T ROWE PRICE MID CAP VALUE FUND - 250.000 SHS DODGE & COX STOCK FUND - 38.220 SHS DODGE & COX STOCK FUND - 282.627 SHS JENSEN PORTFOLIO INC - 143.391 SHS AMCAP FUND - 34.264 SHS CULLEN HIGH DIVIDEND EQUITY FUND - 50.935 SHS DIAMOND HILL SMALL CAP - 23.743 SHS DODGE & COX STOCK FUND - 20.931 SHS EUROPACIFIC GROWTH FUND - 1.159 SHS JANUS ENTERPRISE FUND - 12.700 SHS JENSEN PORTFOLIO FUND - 54.198 SHS VANGUARD TOTAL STOCK MARKET INDEX FUND - 88.168 SHS VANGUARD LIFESTRATEGY INCOME FUND - 334.001 SHS DODGE & COX STOCK FUND - 1.151 SHS T ROWE PRICE MID CAP GROWTH FUND - 109.661 SHS T ROWE PRICE MID CAP VALUE FUND - 38.730 SHS DODGE & COX STOCK FUND - 41.473 SHS T ROWE PRICE MID CAP GROWTH FUND - 75.285 SHS T ROWE PRICE MID CAP VALUE FUND - 927.400 SHS ISHARES TR SELECT DIVIDEND ETF - 112.000 SHS VANGUARD GROWTH ETF - 223.000 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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