2016-10-04T08:50:57-05:00 2015-12-31 710959317 RUSSELL & ASSOCIATES LLC 111 RIVERFRONT SUITE 401 WINONA MN 55987 990 2015-01-01 363500853 WINONA COMMUNITY FOUNDATION WINO 5074546511 51 EAST 4TH ST NO 314 WINONA MN 55987 SHELLEY MILEK CHAIR 5074546511 2016-07-27 1 LYNDA S RICKOFF P00612598 5074523100 2016-07-27 2015 2017-02-10 21:41:12Z SHELLEY MILEK 51 EAST 4TH ST NO 314 WINONA MN 55987 9018657 0 X WWW.WINONACOMMUNITYFOUNDATION.ORG X 1987 MN TO IMPROVE THE QUALITY OF LIFE IN THE WINONA AREA BY: EDUCATING THE PUBLIC ABOUT THE PRACTICE OF PHILANTHROPHY 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 12 2 300 0 0 588234 1179531 60945 24895 1560922 861945 2628 6999 2212729 2073370 981027 714878 0 0 113610 113816 0 0 4982 405196 316047 1499833 1144741 712896 928629 12665758 12633288 2251624 2264003 10414134 10369285 X TO IMPROVE THE QUALITY OF LIFE IN THE WINONA AREA BY: EDUCATING THE PUBLIC ABOUT THE PRACTICE OF PHILANTHROPHY 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 997148 714878 28567 CONNECTING DONORS WITH CHARITABLE NEEDS THROUGH DILIGENT STEWARDING OF DONATIONS, WINONA COMMUNITY FOUNDATION CONTINUED TO FOSTER ITS MISSION IN 2015 WITH OVER 300 GRANTS DISBURSED. THE FOUNDATION CONTINUES TO GROW ITS CAPACITY TO NOT ONLY MANAGE AND ADMINISTER CHARITABLE DOLLARS, BUT ALSO PARTNER FUTURE GIFTS WITH 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. 997148 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 9 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X X THE ORGANIZATION 5074546511 51 EAST 4TH ST NO 314 WINONA MN 55987 RYAN PING DIRECTOR 1.00 X 0 0 0 JUDY DAVIS CHAIR 4.00 X X 0 0 0 BEAU VAN BEEK DIRECTOR 1.00 X 0 0 0 SUSAN EDDY DIRECTOR 1.00 X 0 0 0 ANN LAVINE DIRECTOR 1.00 X 0 0 0 DIANE AMUNDSON DIRECTOR 1.00 X 0 0 0 KELLEY OLSON DIRECTOR 1.00 X 0 0 0 GARRY WATTS TREASURER 2.00 X X 0 0 0 TOM WYNN DIRECTOR 1.00 X 0 0 0 SHELLEY MILEK VICE CHAIR 2.00 X X 0 0 0 TEDD MORGAN DIRECTOR 1.00 X 0 0 0 JOAN GRESHIK DIRECTOR 1.00 X 0 0 0 VICKI DECKER DIRECTOR 1.00 X 0 0 0 FRED FLETCHER SECRETARY 2.00 X X 0 0 0 JENI ARNOLD EXECUTIVE DIRECTOR 40.00 X 50087 0 2384 50087 0 2384 0 0 0 0 0 181951 997580 540402 1179531 FILM FESTIVAL 713990 19405 19405 ART TOUR 711130 5490 5490 24895 308589 308589 7482651 6929295 553356 553356 553356 19319 181951 15992 3327 3327 MISCELLANEOUS 900099 3672 3672 3672 2073370 28567 0 865272 714878 714878 53210 9996 41914 1300 47144 4479 42665 2306 332 1943 31 515 75 434 6 10641 1534 8969 138 25346 25346 41361 41361 40 6 33 1 1940 415 1525 858 858 9668 1530 7977 161 215 215 355 355 4164 3406 743 15 2738 433 2259 46 PROGRAM EXPENSES 218602 218602 MEMBERSHIP DUES 3722 3722 PRINTING & PUBLICATIONS 2600 2600 INDIRECT COST OF SPECIA 1759 1759 2679 516 2163 1144741 997148 142611 4982 4683 894 448897 214234 6079 3541 40843 37992 7015 2851 11004259 10370299 1194825 2041469 12665758 12633288 18325 24772 20631 3000 2212668 2236231 2251624 2264003 X 3826813 4248529 5252933 4785601 1334388 1335155 10414134 10369285 12665758 12633288 X 928629 -957696 -15782 X X 0 1 X 1 0 X 536605 1249191 1495701 588234 1179531 5049262 536605 1249191 1495701 588234 1179531 5049262 880613 4168649 246663 171749 65048 220381 308589 1012430 10779 -111 3327 13995 680 13131 4217 2739 3672 24439 6100126 309480 0.68340 0.72200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47 773076 441740 2950527 1 1 2203881 767 -15495 94327 2094826 2203689 2860 90666 93334 2203881 1718274 296091 246944 57620 2203689 1551250 3493 166662 3100 31 1718274 1507895 25124 18731 500 1551250 0.14300 0.63700 0.22000 1 0 40843 37992 2851 2851 DFA INVT DIMENSIONS GRP INTL CORE EQUITY 872209 F DFA INVT DIMENSIONS GRP INUS CORE EQUITY 1169260 F 2041469 AGENCY FUNDS 2236231 2236231 1099892 -957696 -15782 -973478 2073370 0 2073370 1144741 0 1144741 0 1144741 PART V, LINE 4: INCOME FROM ENDOWMENT FUNDS ARE TO BE USED FOR DONOR-DESIGNATED PURPOSES OR FOR CHARITABLE PURPOSES AS DETERMINED BY THE BOARD OF DIRECTORS WHEN THERE IS NO DONOR RESTRICTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -15,782. DINNER 27869 16835 11034 1627 ROAD RACE 168211 165116 3095 3750 8770 1 5190 5190 952 893 201270 181951 19319 3750 2579 9663 15992 3327 1 GREAT RIVER SHAKESPEARE FESTIVAL 79 E 3RD ST WINONA MN 55987 010765907 501(C)(3) 47800 SUPPORT FOR THE PERFORMANCES COTTER HIGH SCHOOL AND JUNIOR HIGH SCHOOL 1115 W BROADWAY WINONA MN 55987 411653997 501(C)(3) 36712 GENERAL SUPPORT ADVENTURES IN MISSIONS INC 6000 WELLSPRING TRAIL GAINESVILLE GA 30506 650133113 501(C)(3) 5054 GENERAL SUPPORT CATHOLIC FOUNDATION OF SOUTHERN MN 55 W SANBORN STREET WINONA MN 55987 411691198 501(C)(3) 22450 GENERAL SUPPORT WINONA AREA PUBLIC SCHOOLS 901 GILMORE AVE WINONA MN 55987 416004759 GOVERNMENT 30610 GENERAL SUPPORT FAMILY AND CHILDRENS CENTER 1707 MAIN ST LACROSSE WI 54601 390821863 501(C)(3) 5950 GENERAL SUPPORT CITY OF WINONA 207 LAFAYETTE WINONA MN 55987 416005651 GOVERNMENT 50000 GENERAL SUPPORT, LIBRARY & MUNICIPAL BAND WINONA FAMILY YMCA 207 WINONA ST WINONA MN 55987 410693890 501(C)(3) 7650 GENERAL SUPPORT WINONA COUNTY DEVELOPMENTAL ACHIEVEMENT CENTER 1721 WEST SERVICE DRIVE WINONA MN 55987 410871492 501(C)(3) 13700 GENERAL SUPPORT & BUILDING ADDITION DAYSTAR US INC 8011 34TH AVE SO C50 BLOOMINGTON MN 55425 953732280 501(C)(3) 5000 ATHI CAMPUS WATER PROJECT IMMACULATE HEART OF MARY SEMINARY 750 TERRACE HEIGHTS WINONA MN 55987 410773780 501(C)(3) 5500 GENERAL SUPPORT NORTH LIBERTY COMMUNITY PANTRY 89 NORTH JONES BLVD NORTH LIBERTY IA 52317 421233284 501(C)(3) 5000 GENERAL SUPPORT RIDGEWAY COMMUNITY ASSOCIATION 35564 COUNTY RD 12 HOUSTON MN 55943 342054700 501(C)(3) 5250 GENERAL SUPPORT AMERICAN RED CROSS-WINONA COUNTY CHAPTER 1660 KRAEMER DR WINONA MN 55987 410734755 501(C)(3) 6307 EMERGENCY ASSISTANCE HOPE LUTHERAN HIGH SCHOOL 253 LIBERTY STREET WINONA MN 55987 611451450 501(C)(3) 8095 GENERAL SUPPORT CATHOLIC CHARITIES - WINONA DIOCESE PO BOX 379 WINONA MN 55987 410721636 501(C)(3) 31654 GENERAL SUPPORT & EMERGENCY ASSISTANCE SAINT MARY'S UNIVERSITY OF MINNESOTA 700 TERRACE HEIGHTS WINONA MN 55987 410695527 501(C)(3) 112000 GENERAL SUPPORT, BUILDING FUND, SKI TRAIL FINE ARTISTS OF SOUTHEAST MINNESOTA INC 623 E 5TH ST WINONA MN 55967 300506092 501(C)(3) 9500 FILM PRODUCTION HOME & COMMUNITY OPTIONS 66 E 3RD ST WINONA MN 55987 411278194 501(C)(3) 12450 GENERAL SUPPORT BLUFF COUNTY FAMILY RESOURCES 114 MAIN ST HOKAH MN 55941 411502808 501(C)(3) 11599 EMERGENCY ASSISTANCE EVANGELICAL LUTHERAN GOOD SAMARITAN SOCIETY 200 ST PAUL ST PRESTON MN 55965 450228055 501(C)(3) 5000 GENERAL SUPPORT SEMCAC 204 E ELM ST RUSHFORD MN 55971 410907135 501(C)(3) 9871 EMERGENCY ASSISTANCE WINONA ORC INDUSTRIES INC 1053 E MARK ST WINONA MN 55987 411225014 501(C)(3) 8934 GENERAL SUPPORT WINONA VOLUNTEER SERVICES 416 E 2ND ST WINONA MN 55987 237376207 501(C)(3) 72818 GENERAL SUPPORT & EMERGENCY ASSISTANCE WOMEN'S RESOURCE CENTER OF WINONA 77 E 5TH ST WINONA MN 55987 411356358 501(C)(3) 12920 EMERGENCY ASSISTANCE ST MARY'S CATHOLIC CHURCH 1315 W BROADWAY WINONA MN 55987 411559427 501(C)(3) 32000 GENERAL SUPPORT & CAPITAL IMPROVEMENTS CATHOLIC SCHOOLS FOUNDATION 1115 W BROADWAY WINONA MN 55987 411564670 501(C)(3) 11500 GENERAL SUPPORT MINNESOTA BEETHOVEN FESTIVAL 580 E FRONT ST WINONA MN 55987 263451875 501(C)(3) 7000 FINE ARTS BIG BROTHERSBIG SISTERS 1707 MAIN ST STE 438 LACROSSE WI 54601 391762460 501(C)(3) 5300 GENERAL SUPPORT HABITAT FOR HUMANITY 161 LAFAYETTE ST WINONA MN 55987 411755549 501(C)(3) 11500 GENERAL SUPPORT WINONA HEALTH FOUNDATION 855 MANKATO AVE WINONA MN 55987 411879744 501(C)(3) 9150 GENERAL SUPPORT ST MATTHEWS LUTHERAN SCHOOL 756 W WABASHA ST WINONA MN 55987 410705878 501(C)(3) 10000 GENERAL SUPPORT SOUTHEAST MINNESOTA RURAL EDUCATION AND RESOURCE CENTER 106 E 11TH ST ST CHARLES MN 55972 411603419 501(C)(3) 17465 EMERGANCY ASSISTANCE SERVING OUR NEIGHBORS MINISTRIES 4567 COOLBROOK DR HILLIARD OH 43026 264449380 501(C)(3) 5000 GENERAL SUPPORT FIRST BAPTIST CHURCH 368 W BROADWAY WINONA MN 55987 237451181 501(C)(3) 7195 ORGAN RESTORATION 35 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. FOUNDATION FOR WINONA AREA PUBLIC SCHOOLS VICE CHAIR IS THE EXECUTIVE DIRECTOR OF THIS ORGANIZATION 4500 GRANT GENERAL SUPPORT GREAT RIVER SHAKESPEARE FESTIVAL A DIRECTOR IS THE EXECUTIVE DIRECTOR OF THEIS ORGANIZATION 47800 GRANT GENERAL SUPPORT X 11 540402 AVE HI/LOW ON DATE GIFT 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE 990 PRIOR TO ITS FILING AT THEIR JULY 2016 MEETING 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: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -15,782. FORM 990 PART XI LINE 2C THE FINANCE/AUDIT COMMITTEE MEETS WITH THE AUDITOR AFTER COMPLETION OF THE AUDIT. THE COMMITTEE REVIEWS AND RECOMMENDS APPROVAL OF THE AUDIT TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS APPROVES THE SELECTION OF THE AUDITOR AND THE FINAL AUDITED FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.