2016-12-21T15:48:07-06:00 2016-06-30 391173131 SCHENCK SC 200 E WASHINGTON ST PO BOX 1739 APPLETON WI 549121739 990 2015-07-01 203096562 WOMEN'S FUND FOR THE FOX VALLEY REGION INC WOME 9208301290 4455 W LAWRENCE STREET APPLETON WI 54914 SARA MICHELETTI BOARD PRESIDENT 9208301290 2016-12-15 1 MIKE VANDEN HOGEN P00499282 9207318111 2015 2017-02-10 21:41:12Z SARA MICHELETTI 4455 W LAWRENCE STREET APPLETON WI 54914 4374945 0 X WWW.WOMENSFUNDFVR.ORG X 2005 WI INVEST IN WOMEN AND GIRLS THROUGH GRANTS, ADVOCACY, AND EDUCATION. 13 13 0 58 0 0 426436 416462 0 0 135237 28595 20590 15975 582263 461032 110112 93883 0 0 126452 148508 0 0 16727 68199 61898 304763 304289 277500 156743 1914919 1983203 18651 30664 1896268 1952539 X TO CREATE, PROMOTE AND SUPPORT PROGRAMS THAT HELP WOMEN AND GIRLS PRIMARILIY IN THE FOX VALLEY AREA OF WISCONSIN MANAGE AND ENHANCE THEIR LIVES THROUGH GRANTS, ADVOCACY AND EDUCATION. 0 0 242556 93883 THE WOMEN'S FUND FOR THE FOX VALLEY REGION PROVIDED 45 GRANTS TO 25 DIFFERENT ORGANIZATIONS TO PROVIDE LEADERSHIP DEVELOPMENT AND POSITIVELY IMPACT THE HEALTH, SAFETY AND ECONOMIC SECURITY OF WOMEN AND GIRLS IN THE FOX VALLEY REGION. THIS IS A DECREASE IN THE NUMBER OF GRANTS AWARDED FROM THE PRIOR YEAR, AND A CONTINUATION OF OUR STRATEGIC DECISION TO AWARD FEWER, LARGER GRANTS. AVERAGE GRANT SIZE INCREASED BY 4.4% TO NEARLY $2,245. GRANT MAKING INCLUDED A FIFTH YEAR OF OUR SUCCESSFUL GIRLS' GRANT MAKING PROJECT WHICH ENGAGES HIGH SCHOOL AGE GIRLS IN A LEADERSHIP AND PHILANTHROPY EDUCATION EXPERIENCE. WE ALSO CONTINUED OUR COMMUNITY EDUCATION EFFORTS BY HOLDING A PANEL DISCUSSION ABOUT HOMELESSNESS IN OUR COMMUNITY WHICH INCLUDED LOCAL NONPROFITS SERVING PRIMARILY FEMALES WHO ARE HOMELESS OR IN TRANSITIONAL HOUSING. THE PANEL ALSO INCLUDED THE HOMELESS EDUCATION SOCIAL WORKER FROM THE APPLETON AREA SCHOOL DISTRICT. WE LAUNCHED TWO NEW PHILANTHROPY EDUCATION PROGRAMS. IN MARCH WE HELD A PHILANTHROPY FORUM TO TEACH WOMEN HOW TO TALK TO THEIR FAMILIES AND FINANCIAL ADVISORS ABOUT THEIR CHARITABLE INTERESTS. IN JUNE WE OFFERED DO SOMETHING! DAY, A ONE-DAY PHILANTHROPY EDUCATION CAMP FOR MIDDLE AND HIGH SCHOOL STUDENTS. 242556 1 1 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 3 3 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X TERRI TOWLE 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 PATTY VAN RYZIN PRESIDENT 1.00 X X 0 0 0 BETH DAVIS PAST PRESIDENT AND DIRECTOR 0.50 X X 0 0 0 HEATHER BOYER DIRECTOR 0.50 X 0 0 0 SARA MICHELETTI PRESIDENT ELECT AND DIRECTOR 0.50 X X 0 0 0 KRISTINE HIETPAS DIRECTOR 0.50 X 0 0 0 GINA VANDEN HEUVEL DIRECTOR 0.50 X 0 0 0 LORI HOERSCH DIRECTOR 0.50 X 0 0 0 MARJORIE SUTTER DIRECTOR 0.50 X 0 0 0 LAURA LENHART SECRETARY/TREASURER & DIRECTOR 0.50 X X 0 0 0 AMY VAN STRATEN DIRECTOR 0.50 X 0 0 0 JANELLE FUHRMANN DIRECTOR 0.50 X 0 0 0 IRENE STROHBEEN DIRECTOR 0.50 X 0 0 0 SARAH DRESSEL DIRECTOR 0.50 X 0 0 0 BECKY BOULANGER EXECUTIVE DIRECTOR 40.00 X 0 77054 0 0 77054 0 0 0 0 0 COMMUNITY FOUNDATION FOR THE FOX VALLEY 4455 W LAWRENCE ST APPLETON WI 54914 LEASED EMPLOYEES AND ADMINISTRATIVE FEES 149514 1 105000 24419 287043 60997 416462 30934 30934 3874510 3876849 -2339 -2339 -2339 47809 105000 37064 10745 10745 5230 0 5230 5230 461032 0 0 44570 93883 93883 79787 65996 5934 7857 46630 38570 3468 4592 1331 1101 99 131 10952 9059 815 1078 9808 8113 729 966 11240 5620 5620 4450 4450 17920 17920 6736 2168 4568 100 100 10754 9004 721 1029 1200 996 84 120 2250 1973 114 163 1798 1492 126 180 EDUCATION & TRAINING 5450 4581 358 511 304289 242556 45006 16727 4106 8186 73620 76464 5960 5960 0 0 186214 160517 1650979 1738036 1914919 1983203 6351 11824 12300 18840 18651 30664 X 1822648 1876075 73620 76464 1896268 1952539 1914919 1983203 156743 -100472 0 X 0 1 X 1 0 X X 1 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 391548450 8 1 11240 0 1 11240 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19 11 29020 46279 3600 14084 320229 311794 1 1 5960 5960 0 0 EQUITIES 969971 F FIXED INCOME 354335 F HEDGE FUNDS 285438 F REAL ASSETS 63433 F PRIVATE EQUITY 9916 F REAL ESTATE 54943 F 1738036 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 293828 0 0 0 0 0 0 293828 0 293828 0 0 1 1 1 0 PART I, LINE 3: COLUMN F INCLUDES $288,957 OF BOOK VALUE OF INVESTMENTS AND $4,871 OF INVESTMENT MANAGER FEES, WHICH ARE INCLUDED AS PART OF THE CURRENT YEAR INVESTMENT RETURNS ON THE CENTRAL AMERICA AND THE CARIBBEAN REGION INVESTMENTS. THE ORGANIZATION FOLLOWS THE ACCRUAL METHOD OF ACCOUNTING AND ITS INVESTMENTS ARE RECORDED AT FAIR MARKET VALUE. WOMEN'S FUND FOR THE FOX VALLEY REGION IS A SUPPORTING ORGANIZATION OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. THE REPORTED AMOUNT OF INVESTMENTS AND FEES REPRESENTS WOMEN'S FUND FOR THE FOX VALLEY REGION'S ALLOCATED PERCENTAGE OF THE INVESTMENTS THAT ARE LEGALLY OWNED BY THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. LUNCHEON 2015 83525 37500 46025 19488 15040 LUNCHEON 2016 67500 67500 1147 151025 105000 46025 19488 16187 35675 10350 1 CLARITY CARE 424 WASHINGTON AVE OSHKOSH WI 54901 391569283 501(C)(3) 10000 HELP AT HOME FOR ELDERLY WOMEN LEAVEN INC 1475 OPPORTUNITY WAY MENASHA WI 54952 391572168 501(C)(3) 10000 EMERGENCY FINANCIAL ASSISTANCE FOR ELDERLY WOMEN NAMI FOX VALLEY 211 EAST FRANKLIN STREET STE B APPLETON WI 54911 391545497 501(C)(3) 10000 LATINA MENTAL HEALTH PROGRAMS THE SAMARITAN COUNSELING CENTER OF THE FOX VALLEY INC 1478 KENWOOD DRIVE 1 MENASHA WI 54952 391214216 501(C)(3) 6000 TEEN MENTAL HEALTH SCREENING THEDACARE FAMILY OF FOUNDATIONS 1818 N MEADE STREET APPLETON WI 54913 391459276 501(C)(3) 7967 BREAST CANCER PATIENT TRANSPORTATION VALLEY PACKAGING INDUSTRIES 2730 NORTH ROEMER ROAD APPLETON WI 54911 390921632 501(C)(3) 10000 YOUNG ADULT MENTAL HEALTH SUPPORT 6 PART I, LINE 2: GRANT RECIPIENTS ARE EXPECTED TO ABIDE BY THE TERMS AND CONDITIONS SET FORTH IN OUR GRANT APPLICATION AND GRANT AGREEMENT, INCLUDING SUBMISSION OF PROGRESS OR FINAL REPORTS AS DEEMED APPROPRIATE BY INDIVIDUAL GRANTMAKING COMMITTEES. ELIGIBILITY FOR FUTURE FUNDING IS CONTINGENT UPON CHARITABLE ORGANIZATIONS MEETING THESE TERMS AND CONDITIONS. X 5 60997 FMV @ DATE OF GIFT 0 0 0 0 PART I, COLUMN (B): IN TOTAL 5 CONTRIBUTIONS WAS RECEIVED FROM 4 CONTRIBUTORS FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS CONSIST OF TWO CLASSES: APPOINTED DIRECTORS AND ELECTED DIRECTORS. THE NUMBER OF APPOINTED DIRECTORS SHALL AT ALL TIMES BE AT LEAST ONE MORE THAN THE NUMBER OF ELECTED DIRECTORS. THE APPOINTED DIRECTORS ARE APPOINTED BY THE BOARD OF DIRECTORS OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. OR DULY -AUTHORIZED COMMITTEE OF THE COMMUNITY FOUNDATION. THE COMMUNITY FOUNDATION IS THE SUPPORTED ORGANIZATION OF THE WOMEN'S FUND FOR THE FOX VALLEY REGION, INC. FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO SUBMISSION OF THE 990 TO THE IRS THE AUDIT COMMITTEE REVIEWS THE 990 AND PRESENTS A REPORT TO THE BOARD. THE BOARD IS PROVIDED WITH A COMPLETE COPY OF THE 990 VIA EMAIL. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE DIRECTORS OF THE FOUNDATION ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT DESCRIBING THEIR RELATIONSHIPS AND THEIR FAMILY RELATIONSHIPS WITH OTHER ENTITIES DOING BUSINESS WITH THE FOUNDATION AND ALL RELATED ORGANIZATIONS. WHEN THE BOARD CONSIDERS A GRANT FOR APPROVAL, A DIRECTOR SHALL BE DEEMED TO HAVE ABSTAINED AS TO THAT PORTION OF THE GRANT REQUEST WHICH AFFECTS ANY ENTITY NOTED ON THAT DIRECTOR'S CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE DIRECTOR COMPENSATION WILL BE DECIDED DURING THE MONTH OF APRIL, AFTER A REVIEW OF MONITORING REPORTS BY A SUB-COMMITTEE OF THE BOARD OF DIRECTORS RECEIVED IN THE LAST YEAR, AND WILL USE COMPARABILITY DATA IN MAKING ANY COMPENSATION ADJUSTMENTS AND DOCUMENT THE PROCESS USED IN DETERMINING COMPENSATION. EXECUTIVE DIRECTOR COMPENSATION IS APPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE FOLLOWING DOCUMENTS ARE AVAILABLE ON THE WOMEN'S FUND WEBSITE AT WWW.WOMENSFUNDFVR.ORG. ANNUAL REPORT COMPETITIVE GRANT GUIDELINES AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. AND SUPPORTING ORGANIZATION, WHICH INCLUDES THE WOMEN'S FUND FOR THE FOX VALLEY REGION, INC. COPIES OF THE FOLLOWING DOCUMENTS CAN BE OBTAINED BY CONTACTING: EXECUTIVE DIRECTOR WOMEN'S FUND FOR THE FOX VALLEY REGION, INC. 4455 W. LAWRENCE ST. APPLETON, WI 54914 (920) 830-1290 APPLICATION FOR RECOGNITION OF EXEMPTION UNDER SECTION 501(C)(3) (FORM 1023) IRS DETERMINATION LETTER ARTICLES AND BY-LAWS CONFLICT OF INTEREST POLICY PART V, LINE 2A WOMEN'S FUND LEASES ALL OF ITS EMPLOYEES FROM THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. PAYROLL AND BENEFITS ARE HANDLED ADMINISTRATIVELY THROUGH THE COMMUNITY FOUNDATION AND BILLED BACK TO THE WOMEN'S FUND FOR THE ACTUAL WAGES AND BENEFITS PAID. COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 4455 W LAWRENCE ST APPLETON WI 54914 391548450 SERVE A RANGE OF PHILANTROPICAL INTEREST BENEFITING THE FV AREA WI 501(C)(3) 8 N/A 0 MIELKE FAMILY FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 396074258 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 CFFVR INC 0 DOUG & CARLA SALMON FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 820566250 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 CFFVR INC 0 APPLETON EDUCATION FOUNDATION INC 122 E COLLEGE AVE SUITE 1-B APPLETON WI 54911 391866090 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 CFFVR INC 0 THE WILLIAM J AND BARBARA A SCHMIDT FAMILY FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 391869271 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 CFFVR INC 0 COMMUNITY REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 200875816 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 CFFVR INC 0 MYRA M AND ROBERT L VANDEHEY FOUNDATION LTD 4455 W LAWRENCE ST APPLETON WI 54914 391649245 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 CFFVR INC 0 ROBERT AND PATRICIA ENDRIES FAMILY FOUNDATION LTD 4455 W LAWRENCE ST APPLETON WI 54914 203896774 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 CFFVR INC 0 THE BOLDT FAMILY FUND INC PO BOX 2459 APPLETON WI 549122459 812176525 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 CFFVR INC 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0