2016-08-15T13:06:05-05:00 2015-12-31 390758449 Wipfli LLP 3703 Oakwood Hills Pkwy/PO Box 690 Eau Claire WI 547020690 990 2015-01-01 391891064 EAU CLAIRE COMMUNITY FOUNDATION EAUC 7155523801 301 SOUTH BARSTOW ST No 104 EAU CLAIRE WI 54701 Sue Bornick EXECUTIVE DIRECTOR 7155523801 2016-08-12 1 DAN WALKER CPA P01342660 7158323407 2016-08-12 2015 2016-09-27 15:27:22Z SUE Bornick 306 SOUTH BARSTOW ST STE 104 EAU CLAIRE WI 54701 10156100 0 X WWW.ECCOMMUNITYFOUNDATION.ORG X 1997 WI TO ESTABLISH ENDOWED FUNDS THAT WILL BENEFIT THE EAU CLAIRE COMMUNITY TODAY AND IN THE FUTURE. 18 18 7 50 0 0 1945384 5973287 0 0 181050 499168 20209 16856 2146643 6489311 543611 505826 0 0 104922 140693 0 0 127820 110762 431296 759295 1077815 1387348 5411496 11705922 16497394 1796701 1906844 9909221 14590550 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 882799 505826 20358 The Eau Claire Community Foundation offers ways to make it easier for community members to give to local charities by contributing to existing funds at the Foundation, establishing their own funds, and facilitating pass-through gifts. In 2015, we provided 199 grants to fulfill needs throughout the community, including $1,700 to the Chippewa Valley Theatre Guild for new theatre chairs, $2,000 to the Children's Dyslexia Center for Hands On Experience Dyslexia Stations, $2,000 to the Boys and Girls Club for Health and Nutrition Programming, and $9,000 to Feed My People Bank for its Food Outreach Program. In 2015, the M & J Employee Impact Fund was created to help Market & Johnson employees become actively engaged in philanthropy by contributing fo the Fund and helping recommend its grant recipents. We provide educational support and consultation to area non-profit organizations regarding planned giving and endowment building. To raise awareness for the importance of members of the community to be philanthropic we sponsor a yearly educational event with the Women?s Giving Circle, and distribute information about philanthropy through our website and newsletters. We also host forums to promote philanthropy and provide information to our donors, and provide technical assistance for non-profit organizations and grantees in their fund-raising activities. We track grantees' progress to ensure we are making wise funding decisions, and assist them in developing their grant-writing skills. 882799 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 2 0 1 7 1 0 0 0 0 0 0 0 0 X 18 18 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 JANE LOKKEN PAST CHAIR 1.00 X X 0 0 0 DAVE FREDERIKSON TRUSTEE 1.00 X 0 0 0 LOIS KRAUSE TREASURER 1.00 X X 0 0 0 JEFF HALLOIN TRUSTEE 1.00 X 0 0 0 MARK FAANES CHAIR 1.00 X X 0 0 0 LAURA TALLEY VICE CHAIR 1.00 X X 0 0 0 NICOLE LASKER TRUSTEE 1.00 X 0 0 0 BETSY KELL TRUSTEE 1.00 X 0 0 0 CHARLES GROSSKLAUS TRUSTEE 1.00 X 0 0 0 LELAND MaYER TRUSTEE 1.00 X 0 0 0 SUZANNE ASHLEY TRUSTEE 1.00 X 0 0 0 JOE FESENMEIER TRUSTEE 1.00 X 0 0 0 WAYNE PETERS TRUSTEE 1.00 X 0 0 0 CHRIS HASENBERG TRUSTEE 1.00 X 0 0 0 LAURIE KLINKHAMMER SECRETARY 1.00 X 0 0 0 LINDA DANIELSON TRUSTEE 1.00 X 0 0 0 PHIL HAPPE TRUSTEE 1.00 X 0 0 0 KARL MURCH TRUSTEE 1.00 X 0 0 0 SUE BORNICK EXECUTIVE DIRECTOR 40.00 X 54185 0 0 54185 0 0 0 0 0 0 0 15665 5957622 432523 5973287 361082 361082 3796963 3658877 138086 138086 138086 4410 15665 7912 -3502 -3502 administrative fee 561000 20358 20358 20358 6489311 20358 0 495666 505826 505826 140693 52225 36825 51643 8946 4854 2294 1798 30891 13052 9348 8491 4079 4079 26147 14649 6499 4999 12455 6726 3238 2491 1604 1604 6614 3571 1720 1323 1816 550 716 550 PROJECT EXPENSE 295720 295720 FUND EVENT EXPENSE 39285 39285 COMMUNITY LEADERSHIP 16789 3358 13431 DUES 3040 3040 -16090 -24851 4952 3809 1077815 882799 67196 127820 1229384 2241002 35500 3740108 50914 36672 16709 14242 10424329 6398724 4103318 11705922 16497394 73102 102173 0 24315 1723599 1780356 1796701 1906844 X 7088723 6891322 2573631 7418447 246867 280781 9909221 14590550 11705922 16497394 X 5411496 -730375 208 X X 0 1 X 1 0 X 595974 512234 532623 1943212 5973287 9557330 595974 512234 532623 1943212 5973287 9557330 270954 9286376 125323 187857 177229 181193 499168 1170770 8935 14495 16408 22381 20358 82577 10810677 0.85900 0.73570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47 553129 299973 4722647 1 1 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 504512 104351 -5225 11970 59025 10498 522145 1.00000 0.00000 0.00000 0 0 50914 36672 14242 14242 CULLEN HIGH DIVIDEND EQUITY 848398 C DODGE & COX STOCK FUND 1133333 C EUROPACIFIC GROWTH FUND CLASS F-2 1082985 C METROPOLITAN WEST TOTAL RETURN BOND 1038602 C 4103318 AGENCY ENDOWMENT FUNDS 1780356 1780356 X 5886276 -730375 5408 121932 -603035 6489311 0 6489311 1225348 5408 142125 147533 1077815 0 1077815 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, 2015. Part XI, Line 2d - Other Adjustments: REVENUE RECORDED ON THE 990 FOR EAU CLAIRE PUBLIC SCHOOLS FOUNDATION 121,932. EIN #26-1877961 Part XII, Line 2d - Other Adjustments: EXPENSES RECORDED ON THE 990 FOR EAU CLAIRE PUBLIC SCHOOLS FOUNDATION 142,125. CHILDRENS LEGACY LUNCHEON 20075 15665 4410 417 5773 1722 20075 15665 4410 417 5773 1722 7912 -3502 1 LITERACY VOLUNTEERS - CHIPPEWA VALLEY 800 WISCONSIN ST 70 EAU CLAIRE WI 54703 391657040 501(c)(3) 12200 UNRESTRICTED; HEALTHY FOODS, HEALTHY FAMILIES, WEBSITE REDESIGN YMCA - EAU CLAIRE 700 GRAHAM AVENUE EAU CLAIRE WI 54701 390806351 501(c)(3) 8215 UNRESTRICTED; CAMP MANITOU ARCHERY PROGRAM UPDGRADE; ELECTRONIC PORTABLE SCOREBOARDS; FINANCIAL ASSISTANCE PROGRAM (STRONG KIDS) BOY SCOUTS OF AMERICA - CHIPPEWA VALLEY COUNCIL 710 S HASTINGS WAY EAU CLAIRE WI 54701 221576300 501(c)(3) 5000 UNRESTRICTED GRANT FROM BSA CHIPPEWA VALLEY COUNCIL ENDOWMENT FUND; EMPOWERED LEADERSHIP PROGRAM FEED MY PEOPLE FOOD BANK 2610 ALPINE RD EAU CLAIRE WI 54703 361488941 501(c)(3) 20000 UNRESTRICTED; FRUIT & DAIRY FOR KIDS; FOOD OUTREACH PROGRAM HOPE GOSPEL MISSION INC 8 S FARWELL ST EAU CLAIRE WI 547021127 391948605 501(c)(3) 12430 RENEWED HOPE PROGRAM FOR HOMELESS MEN & WOMEN; COMPUTERS FOR SOLOMON LEARNING CENTER TRINITY LUTHERAN CHURCH 1314 EAST LEXINGTON BLVD EAU CLAIRE WI 54701 390911423 501(c)(3) 11430 UNRESTRICTED; COMMUNITY THANKSGIVING DINNER UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION 105 GARFIELD AVE EAU CLAIRE WI 547024004 390972350 501(c)(3) 11870 UNRESTRICTED; REFRIGERATOR AND FLAT BED CART; SCHOLARHIP FOR RETURNING STUDENTS IN FINANCIAL NEED; QUINN ENDOWED WISCONSIN ACADEMIC EXCELLENCE SCHOLARSHIP; GREWE FAMILY SCHOLARSHIP FUND; UWEC EARLY CHILDHOOD LITEREACY INTERVENTION PROGRAM, UWEC BLUGOLD BEGINNINGS, UWEC HERO'S SINGLE PARENT SCHOLARSHIP FUND; MARCUS AND ILLA FAY SCHOLARSHIP FUND; COB EMPLOYEE RECOGNITION FUND FLYING EAGLES SKI CLUB 1805 MENOMONIE ST EAU CLAIRE WI 54703 743187968 501(c)(3) 7500 HILL PLASTIC AND NETTING BOB'S HOUSE FOR DOGS E3015 HIGHWAY HH EAU CLAIRE WI 54702 264289171 501(c)(3) 5800 UNRESTRICTED; DYING WITH DIGNITY BOY SCOUTS OF AMERICA - FLORIDA COUNCIL 1801 BOY SCOUT DRIVE FORT MEYERS FL 339072114 591150488 501(c)(3) 18779 UNRESTRICTED CHILDREN'S HEALTH CARE 2910 CENTRE POINTE DRIVE ROOSEVILLE MN 55113 411814223 501(c)(3) 5000 NICU CAMERAS AT ST PAUL CHILDREN'S HOSPITAL CHILDREN'S HOSPITAL OF WISCONSIN COMUUNITY SERVICES 2004 HIGHLAND AVE STE M EAU CLAIRE WI 54701 390806380 501(c)(3) 8144 DIGITAL RECORDING EQUIPMENT; DIGITAL RECORDING EQUIPMENT USED TO CREATE AND DISTRIBUTE A DVD OF FORENSIC INTERVIEWS TO LAW ENFORCEMENT, ETC... CHILDREN VALLEY FREE CLINIC 836 RICHARD DR EAU CLAIRE WI 54701 391840231 501(c)(3) 11480 UNRESTRICTED; WOMEN'S HEALTH AND HYGIENE FAMILY RESOURCE CENTER INC 4800 GOLF ROAD STE 450 EAU CLAIRE WI 547018914 391958904 501(c)(3) 5280 PARENT CAFE; FAMILY RESOURCE CENTER PLAY AREA FIRST CONGREGATIONAL CHURCH 310 BROADWAY ST EAU CLAIRE WI 54703 390806219 501(c)(3) 5000 CAPITAL CAMPAIGN/RESTORATION BUILDING PROJECT HSHS SACRED HEART FOUNDATION 900 W CLAIREMONT AVE EAU CLAIRE WI 54701 371186514 501(c)(3) 7500 UNRESTRICTED FOR HEALING PLACE; NEONATAL INTENSIVE CARE AREA; UNRESTRICTED FOR CAPITAL PROGRESS FUND LUTHERAN SOCIAL SERVICES 320 PUTNAM ST EAU CLAIRE WI 54703 390816846 501(c)(3) 8500 POSITIVE AVENUE; ARJ PARENTING PROGRAM MSTC FOUNDATION 500 32ND ST NORTH WISCONSIN RAPIDS WI 54494 390816846 501(c)(3) 5000 DRAPER HILLS SCHOLARSHIP FOR LAYNE SCHMIDT OUTDOORMORE INC 10614 24TH AVE EAU CLAIRE WI 54703 473369844 501(c)(3) 12918 UNRESTRICTED ST OLAF COLLEGE 1520 ST OLAF AVENUE NORTHFIELD MN 55057 410693979 501(c)(3) 12000 DRAPER HILLS SCHOLARSHIP FOR LUKE ZIMMERMAN TRINITY EQUESTRIAN CENTER KIDS KAMP S5300 STATE ROAD 37 EAU CLAIRE WI 54701 200446590 501(c)(3) 5000 WOUNDED WOMEN'S EQUESTRIAN THERAPY PROGRAM UNIVERSITY OF WISCONSIN FOUNDATION 1848 UNIVERSITY AVENUE MADISON WI 53726 390743975 501(c)(3) 145000 PURCHASE ST JOHN'S BIBLES FOR UW-MADISON LIBRARY WESTERN DAIRYLAND ECONOMIC OPPORTUNITY COUCIL INC 418 WISCONSIN STREET EAU CLAIRE WI 54703 391076993 501(c)(3) 9100 HOUSING FIRST PERMANENT SUPPORTIVE HOUSING PROGRAM BOLTON REFUGE HOUSE INC PO BOX 482 EAU CLAIRE WI 54702 391302222 501(c)(3) 9400 PURCHASE AND INSTALL FLOORING FOR ONE TRANSITIONAL LIVING UNIT; CHILDREN'S DOG THERAPY PROGRAM CROWN COLLEGE 8700 COLLEGE VIEW DRIVE ST BONIFACIUS MN 55375 410693968 501(c)(3) 12000 DRAPER HILLS SCHOLARSHIP FOR VALORIE BRECHT Part I, Line 2: EACH GRANTEE IS REQUIRED TO SUBMIT A GRANT REPORT WITHIN ONE YEAR DESCRIBING HOW THE GRANT WAS USED. X 12 432523 MARKET VALUE 0 1 0 Part I, Column (b): SECURITIES RECEIVED FROM 34 DONORS: MEDTRONIC INC - 100.00 SHS APPLE, INC. - 85.000 SHS AMERICAN FUND FUNDAMENTAL INVESTORS - 94.000 SHS RS SML CP GRWTH FD CL Y - 23.062 SHS JENSEN QUALITY GR FD CL U - 148.744 SHS EUROPACIFIC FR RD CL F - 41.579 SHS DODGE & COX STOCK FD - 48.014 SHS CULLEN HIGH DIV EQ FD CL I - 85.000 SHS ARISAN MIDCAP VAL FD ADV SHRS - 5.974 SHS AMCAP FUND CL F-2 - 171.539 SHS ASTON FAIRPOINT MIDCAP FL CL I - 17.756 SHS AMERICAN CENTURY SMALL CAP GROWTH - 80.000 SHS T ROWE PRICE MID-CAP VALUE - 88.039 SHS T ROWE PRIC MID-CAP GROWTH - 91.417 SHS XCEL ENERGY - 12.000 SHS AMCAP FUND - 185.465 SHS T ROWE PRICE MID-CAP GROWTH - 61.097 SHS T ROWE PRICE MID-CAP VALUE - 8.619 SHS PHILLIPS 66 COMMON STOCK - 67.000 SHS PHILLIPS 66 COMMON STOCK - 60.000 SHS FUNDAMENTAL INVESTORS CL A - 211.000 SHS T ROWE PRICE MID-CAP GF FD - 129.105 SHS ASTON/FAIRPOINT MID CAP CL I - 694.253 SHS VIRTUS EMERG MRKTS OPP FD CL I - 676.478 SHS T ROWE PRICE MID-CAP VALUE - 20.204 SHS DODGE & COX STOCK FD - 1.001 SHS AMCAP FUND GL F - 71.001 SHS T ROWE PRICE MID-CAP GR - 19.696 SHS CHEVRON CORP NEW COM - 26.000 SHS T ROWE PRICE MID CAP GR FD - 126.271 SHS CELGENE CORP - 91.000 SHS ALPS EQUAL SECTOR WEIGHT EFT - 39.000 SHS GROWTH FUND OF AMERICA CL A - 230.000 SHS APPLE COMPUTER INC - 90.000 SHS T ROWE PRICE MID-CAP VALUE - 9.471 SHS T ROWE PRICE MID-CAP GROWTH - 8.125 SHS DODGE & COX STOCK FUND - 49.639 SHS AMCAP FUND - 21.591 SHS JP MORGAN - 30.000 SHS ENERGY TRANSFER EQUITY LP - 50.000 SHS T ROWE PRICE MID-CAP GROWTH - 577.896 SHS EUROPACIFIC GROWTH FUND - 201.120 SHS T ROWE PRICE MID-CAP GROWTH - 244.296 SHS DODGE & COX STOCK FUND - 28.200 SHS WHIRLPOOL CORP - 64.000 SHS DODGE & COX FUND - 60.000 SHS DODGE & COX STOCK FUND - 31.694 SHS ASTON FAIRPOINTE MID CAP FUND - 66.729 SHS VIRTUS EMERGING MARKETS OPPS FUND - 234.323 SHS LILY ELI CO - 50.000 SHS T ROWE PRICE MID-CAP GROWTH - 114.581 SHS T ROWE PRICE MID-CAP VALUE - 32.255 SHS HARLEY DAVIDSON INC - 100.000 SHS BOSTON BEER INC - 100.000 SHS ALTRIA GROUP INC - 900.000 SHS NATIONAL PRESTO, INC. - 400.000 SHS GILEAD SCIENCES, INC. - 400.000 SHS 3M CO COMM - 22.000 SHS LILY ELI CO - 50.000 SHS Form 990, Part VI, Section B, line 11 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 9: ADJUST NET ASSETS TO AGREE TO FINANCIALS 208. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0