2017-10-16T15:18:52-05:00 2016-12-31 390758449 Wipfli LLP 3703 Oakwood Hills Pkwy/PO Box 690 Eau Claire WI 547020690 990 2016-01-01 391891064 EAU CLAIRE COMMUNITY FOUNDATION EAUC 7155523801 306 SOUTH BARSTOW ST No 104 EAU CLAIRE WI 54701 Sue Bornick EXECUTIVE DIRECTOR 7155523801 2017-10-10 1 DAN WALKER CPA P01342660 7158323407 2017-10-10 216.54.158.12 2017-10-10 10:29:06 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 05BC5E9BFCFC6072022D389247C47A2AFB3C02F6 2016 2021-01-29 14:40:06Z X SUE Bornick 306 SOUTH BARSTOW ST STE 104 EAU CLAIRE WI 54701 7688026 0 X WWW.ECCOMMUNITYFOUNDATION.ORG X 1997 WI TO ESTABLISH ENDOWED FUNDS THAT WILL BENEFIT THE EAU CLAIRE COMMUNITY TODAY AND IN THE FUTURE. 17 17 6 50 0 0 5973287 3115322 0 0 499168 392997 16856 27406 6489311 3535725 505826 1246401 0 0 140693 153669 0 0 47948 431296 69285 1077815 1469355 5411496 2066370 16497394 19057399 1906844 2016635 14590550 17040764 X 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. 0 0 1379473 1246401 27406 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. 1379473 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 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 6 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X SUE Bornick 7155523801 306 SOUTH BARSTOW ST 104 EAU CLAIRE WI 54701 SUZANNE ASHLEY TRUSTEE 1.00 X 0 0 0 KIM BODEAU TRUSTEE 1.00 X 0 0 0 LINDA DANIELSON TRUSTEE 1.00 X 0 0 0 JEFF HALLOIN TRUSTEE 1.00 X 0 0 0 PHIL HAPPE TRUSTEE 1.00 X 0 0 0 CHRIS HASENBERG TRUSTEE 1.00 X 0 0 0 CHARLES GROSSKLAUS TRUSTEE 1.00 X 0 0 0 TOM LARSON TRUSTEE 1.00 X 0 0 0 LELAND MaYER TRUSTEE 1.00 X 0 0 0 KARL MURCH TRUSTEE 1.00 X 0 0 0 TIM PABICH TRUSTEE 1.00 X 0 0 0 WAYNE PETERS TRUSTEE 1.00 X 0 0 0 JANE LOKKEN PAST CHAIR 1.00 X X 0 0 0 LAURIE KLINKHAMMER SECRETARY 1.00 X X 0 0 0 LOIS KRAUSE TREASURER 1.00 X X 0 0 0 LAURA TALLEY VICE CHAIR 1.00 X X 0 0 0 MARK FAANES CHAIR 1.00 X X 0 0 0 SUE BORNICK EXECUTIVE DIRECTOR 40.00 X 62878 0 0 62878 0 0 0 0 0 0 0 3115322 755736 3115322 374682 374682 4170616 4152301 18315 18315 18315 administrative fee 561000 27406 27406 27406 3535725 27406 0 392997 1246401 1246401 62878 28740 19517 14621 90791 41498 28181 21112 8571 4048 2407 2116 -24210 -24210 5356 5356 22495 10673 6966 4856 12455 5480 4110 2865 1909 1909 6621 2913 2185 1523 1698 224 869 605 PROJECT EXPENSE 80299 80299 COMMUNITY LEADERSHIP 8730 4345 4385 DUES 3739 3739 FUND EVENT EXPENSE -4135 -4135 -54243 -54243 1469355 1379473 41934 47948 2241002 3601216 3740108 3032335 650 51864 43293 14242 8571 6398724 7943725 4103318 4470902 16497394 19057399 102173 12249 24315 1780356 2004386 1906844 2016635 X 6891322 7699719 7418447 9039332 280781 301713 14590550 17040764 16497394 19057399 2066370 383844 0 X X 0 1 X 1 0 X 512234 532623 1943212 5973287 3115322 12076678 512234 532623 1943212 5973287 3115322 12076678 750186 11326492 187857 177229 181193 499168 392997 1438444 14495 16408 22381 20358 27406 101048 13616170 0.83180 0.85900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 59 1252456 129070 6256485 1 1 1780356 243474 147260 23090 107433 36181 2004386 1723599 442238 -54398 198359 103800 28924 1780356 1087784 858567 55407 134939 112451 30769 1723599 899958 245442 135387 13449 160973 18581 1087784 522145 450145 74310 10155 118440 18047 899958 1.00000 0.00000 0.00000 0 0 51864 43293 8571 8571 EUROPACIFIC GROWTH FUND CLASS F-2 1003633 C METROPOLITAN WEST TOTAL RETURN BOND 1412284 C JENSEN QUALITY GROWTH FUND CLASS I 991154 C VANGUARD SHORT-TERM INVESTMENT GRADE 1063831 C 4470902 AGENCY ENDOWMENT FUNDS 2004386 2004386 X 4846456 383844 56666 870221 1310731 3535725 0 3535725 1719132 56666 193111 249777 1469355 0 1469355 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. 1 YMCA - EAU CLAIRE 700 GRAHAM AVENUE EAU CLAIRE WI 54701 390806351 501(c)(3) 10144 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) 10960 UNRESTRICTED; REFRIGERATED BOX TRUCK WITH LIFT GATE HSHS SACRED HEART FOUNDATION 900 W CLAIREMONT AVE EAU CLAIRE WI 54701 371186514 501(c)(3) 10100 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) 5000 TRAUMA SERVICES FOR WOMEN AND CHILDREN TRINITY EQUESTRIAN CENTER KIDS KAMP S5300 STATE ROAD 37 EAU CLAIRE WI 54701 200446590 501(c)(3) 5000 FINDING HOPE THROUGH HORSES WESTERN DAIRYLAND ECONOMIC OPPORTUNITY COUCIL INC 418 WISCONSIN STREET EAU CLAIRE WI 54703 391076993 501(c)(3) 8000 WOMEN'S BUSINESS CENTER; CHILD CARE PARTNERSHIP BOLTON REFUGE HOUSE INC PO BOX 482 EAU CLAIRE WI 54702 391302222 501(c)(3) 9830 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) 13300 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) 10500 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) 11780 UNRESTRICTED; WOMEN'S HEALTH AND HYGIENE; ORAL HEALTH COALITION ON TEMPORARY SHELTER (COTS) 26 PETERBORO DETROIT MI 48201 382420565 501(c)(3) 5000 UNRESTRICED EAU CLAIRE CONFLUENCE ARTS INC 105 GARFIELD AVE EAU CLAIRE WI 54701 471799805 501(c)(3) 924291 CONFLUENCE PROJECT COSTS FIERCE FREEDOM 2519 HILLCREST PKWY SUITE 100 ALTOONA WI 54720 461001360 501(c)(3) 5000 HOTEL INDUSTRY ANTI-SEX TRAFFICKING TRAINING LE PHILLIPS MEMORIAL PUBLIC LIBRARY 400 EAU CLAIRE ST EAU CLAIRE WI 54701 396005436 11400 MAKERSPACE AND THE L.E. PHILLIPS MEMORIAL PUBLIC LIBRARY; BOOK BIKE PROJECT SAFE SLEEP TASK FORCE 720 SECOND AVENUE EAU CLAIRE WI 54703 396005436 5000 SAFE SLEEP UW-MADISON BURSAR'S OFFICE 333 EAST CAMPUS MALL 10501 MADISON WI 537151383 390743975 501(c)(3) 8500 SCHOLARSHIP FOR MORGAN LARSON; SCHOLARSHIP FOR BAILEY THOMAS; SCHOLARSHIP FOR ERIK WOELFLE UW-STEVEN'S POINT UWSP BURSARS OFFICE SSC 1108 FREMONT ST STEVENS POINT WI 54481 396098038 501(c)(3) 12000 SCHOLARSHIP FOR BRIAN KARL; SCHOLARSHIP FOR MEGAN SCHUETTE Part I, Line 2: EACH GRANTEE IS REQUIRED TO SUBMIT A GRANT REPORT WITHIN ONE YEAR DESCRIBING HOW THE GRANT WAS USED. X 34 755736 MARKET VALUE 0 1 0 Part I, Column (b): 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 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. EAU CLAIRE PUBLIC SCHOOLS FOUNDATION 500 MAIN ST EAU CLAIRE WI 54701 261877961 GRANTS TO SCHOOLS AND DISTRICT PROGRAMS WI 501(c)(3) Line 7 EAU CLAIRE COMMUNITY FOUNDATION 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0