2016-02-04T10:22:49-06:00 2015-06-30 391173131 SCHENCK SC 200 E WASHINGTON ST PO BOX 1739 APPLETON WI 549121739 990 2014-07-01 391866090 APPLETON EDUCATION FOUNDATION INC APPL 9208321517 122 E COLLEGE AVE 1-B APPLETON WI 54911 TIM MCKEAG PRESIDENT 9208321517 2016-01-14 1 MIKE VANDEN HOGEN P00499282 9207318111 2014 2016-04-25 22:37:26Z TIM MCKEAG 122 E COLLEGE AVE 1-B APPLETON WI 54911 3118825 0 X WWW.APPLETONEDUCATIONFOUNDATION.ORG X 1997 WI TO CREATIVELY ENHANCE EDUCATION IN THE COMMUNITY. 17 17 0 52 0 0 3136425 467110 0 94023 319392 214713 168 -4184 3455985 771662 324581 240087 0 0 159150 160639 0 0 71918 163999 179265 647730 579991 2808255 191671 5892163 5695232 204911 117405 5687252 5577827 TO SUPPORT THE APPLETON AREA SCHOOL DISTRICT AND OTHER CHARITABLE ORGANIZATIONS SERVING THE EDUCATIONAL NEEDS OF THE FOX VALLEY. 0 0 399200 240087 94023 AWARDED GRANTS TOTALING MORE THAN $240,000 TO SUPPORT EDUCATIONAL PROJECTS AND PROGRAMS BENEFITING APPLETON AREA SCHOOL DISTRICT STUDENTS AND STAFF MEMBERS, AS WELL AS THE COMMUNITY. OFFERED COMMUNITY EDUCATION PROGRAM WITH GUEST SPEAKERS TO ADDRESS PARENTS AND COMMUNITY MEMBERS ON IMPORTANCE OF MUSIC FOR THE DEVELOPING BRAIN. CONTINUE TO PROMOTE READ. TALK. PLAY. CAMPAIGN AND THE IMPORTANCE OF THESE CONCEPTS IN EARLY CHILDHOOD DEVELOPMENT & KINDERGARTEN READINESS. FACILITATED MULTI-GENERATIONAL COMMUNITY TRIP TO 2015 NOBEL CONFERENCE AT GUSTAVUS ADOLPHUS COLLEGE IN SAINT PETER, MN, TO PROMOTE EDUCATION AND BUILD COMMUNITY. 399200 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 3 1 1 0 0 0 0 0 0 1 1 0 0 0 0 X 17 17 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 PAM GRUNER DIRECTOR 0.50 X 0 0 0 JUDY BASEMAN DIRECTOR 0.50 X 0 0 0 PAUL SHRODE DIRECTOR 0.50 X 0 0 0 NANCY JOHNSHOY DIRECTOR 0.50 X 0 0 0 JOHN MIELKE DIRECTOR 0.50 X 0 0 0 TIM MCKEAG PRESIDENT & DIRECTOR 1.00 X X 0 0 0 DIANE LIGHTFIELD DIRECTOR 0.50 X 0 0 0 LAURA MERONK SECRETARY & DIRECTOR 1.00 X X 0 0 0 BOB DUIMSTRA DIRECTOR 0.50 X 0 0 0 MARIA VAN LAANEN DIRECTOR 0.50 X 0 0 0 JENNIFER VOIGT TREASURER & DIRECTOR 1.00 X X 0 0 0 GARY JAHNKE VICE PRESIDENT & DIRECTOR 0.50 X X 0 0 0 LOU CHICQUETTE DIRECTOR 0.50 X 0 0 0 TOM MANGOLD DIRECTOR 0.50 X 0 0 0 JOHN KELLER DIRECTOR 0.50 X 0 0 0 DAN FLANNERY DIRECTOR 0.50 X 0 0 0 DAVE BURROWS DIRECTOR 0.50 X 0 0 0 JULIE KRAUSE EXECUTIVE DIRECTOR 40.00 X 0 72975 5000 0 72975 5000 0 0 0 0 COMMUNITY FOUNDATION FOX VALLEY REGION 4455 W LAWRENCE ST APPLETON WI 54914 LEASED EMPLOYEES AND ADMINISTRATIVE FEES 183705 1 50300 25265 44738 346807 467110 PROGRAM FEES 611710 94023 94023 94023 53385 53385 2493742 2332414 161328 161328 161328 9747 50300 14749 -5002 -5002 818 0 818 818 771662 94023 0 210529 X 199784 199784 40303 40303 80415 20104 32166 28145 55355 14571 16377 24407 1759 449 629 681 11727 2995 4193 4539 11383 2907 4070 4406 25275 12638 12637 7550 7550 21927 21927 70217 67387 2830 3124 420 2704 11647 7182 2143 2322 811 203 291 317 29011 27831 567 613 410 103 147 160 7675 1919 2763 2993 433 108 156 169 1185 296 427 462 579991 399200 108873 71918 3210 99637 150 5810 485043 398643 9420 6652 3201 2768 435559 388828 4965000 4799546 5892163 5695232 7496 8267 13091 3539 184324 105599 204911 117405 X 5687102 5572017 150 5810 5687252 5577827 5892163 5695232 X 191671 -303391 2295 X 0 1 X 1 0 X X 1 THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 391548450 8 1 25275 0 1 25275 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 1410 227 1183 8010 6425 1585 2768 2559886 C EQUITIES 1222526 F FIXED INCOME 471157 F HEDGE FUNDS 386632 F REAL ASSETS 79447 F PRIVATE EQUITY 13809 F REAL ESTATE 66089 F 4799546 CENTRAL AMERICA AND THE CARIBBEAN - 0 0 INVESTMENTS 394173 0 0 0 0 0 0 394173 0 394173 0 0 1 1 1 0 PART I, LINE 3: COLUMN F INCLUDES $389,486 OF BOOK VALUE OF INVESTMENTS AND $4,687 OF EXPENDITURES FOR 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. APPLETON EDUCATION FOUNDATION IS A SUPPORTING ORGANIZATION OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. THE REPORTED AMOUNT OF INVESTMENTS AND FEES REPRESENTS APPLETON EDUCATION FOUNDATION'S ALLOCATED PERCENTAGE OF THE INVESTMENTS THAT ARE LEGALLY OWNED BY THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. GOLF OUTING 59229 50300 8929 5381 3617 774 59229 50300 8929 5381 3617 774 9772 -843 1 APPLETON AREA SCHOOL DISTRICT PO BOX 2019 APPLETON WI 549132019 396000710 GOVT 184702 EDUCATION COMMUNITY EARLY LEARNING CENTER OF THE FOX VALLEY 1001 W KENNEDY AVENUE SUITE A KIMBERLY WI 54136 391606155 501(C)(3) 10000 EDUCATION FOX CITIES PERFORMING ARTS CENTER 400 W COLLEGE AVE APPLETON WI 54911 391977839 501(C)(3) 5082 EDUCATION 3 SCHOLARSHIPS FOR GRADUATES OF THE APPLETON AREA SCHOOL DISTRICT 29 40303 PART I, LINE 2: GRANT RECIPIENTS ARE EXPECTED TO ABIDE BY THE TERMS AND CONDITIONS SET FORTH IN THE 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. FORM 990, PART V, LINE 2A APPLETON EDUCATION FOUNDATION 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 APPLETON EDUCATION FOUNDATION FOR THE ACTUAL WAGES AND BENEFITS PAID. 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 APPLETON EDUCATION FOUNDATION, INC. FORM 990, PART VI, SECTION B, LINE 11 BOTH THE EXECUTIVE DIRECTOR AND THE TREASURER WILL REVIEW FOR REASONABLENESS AND APPROVE FOR FILING THE FORM 990 ON AN ANNUAL BASIS. THE ENTIRE BOARD OF DIRECTORS WILL BE PROVIDED WITH A COPY OF THE FORM 990 ANNUALLY BEFORE THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, BOARD MEMBERS, COMMITTEE MEMBERS, AND CERTAIN STAFF ARE ASKED TO COMPLETE THE CONFLICT OF INTEREST DISCLOSURE DOCUMENT. IF A CONFLICT OF INTEREST ARISES DURING THE TERM OF OFFICE OR EMPLOYMENT, THE RESPONSIBLITY OF DECLARING THE CONFLICT, WITH FULL DISCLOSURE OF PERTINENT FACTS RESTS WITH THE INDIVIDUAL. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING THE EXECUTIVE DIRECTOR'S COMPENSATION SHALL GENERALLY INCLUDE THE FOLLOWING: -GATHER RELEVANT COMPENSATION SURVEY INFORMATION -PRESIDENT OF THE BOARD OF DIRECTORS SHALL INITATE A REVIEW AND EVALUATION OF THE EXECUTIVE DIRECTOR'S PERFORMANCE, WITH INPUT FROM THE EXECUTIVE COMMITTEE MEMEBERS AND/OR OTHER MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS OR OTHER STAKEHOLDERS. -PRESIDENT OF THE BOARD OF DIRECTORS DEVELOPS A PERFORMANCE EVALUATION REPORT AND COMPENSATION RECOMMENDATION FOR APPROVAL BY THE EXECUTIVE COMMITTEE. -EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION RECOMMENDATION AND FORWARDS THE SAME TO THE BOARD OF DIRECTORS WITH THE EXECUTIVE COMMITTEE'S ACTIONS THEREON. -PRESIDENT OF THE BOARD OF DIRECTORS INFORMS THE EXECUTIVE DIRECTOR OF THE EXECUTIVE DIRECTOR'S COMPENSATION AS APPROVED BY THE BOARD OF DIRECTORS. --THE FOUNDATION CONTRACTS ITS STAFF WITH THE COMMUNITY FOUNDATION FOR THE FOX VALLEY, INC. FORM 990, PART VI, SECTION C, LINE 19 THE FOLLOWING DOCUMENTS MAY BE OBTAINED BY CONTACTING: EXECUTIVE DIRECTOR APPLETON EDUCATION FOUNDATION 122 E. COLLEGE AVENUE, SUITE 1-B APPLETON, WI 54911 (920)832-1517 -APPLICATION FOR RECOGNITION OF EXEMPTION UNDER SECTION 501(C)(3)(FORM 1023) -IRS DETERMINATION LETTER -ARTICLES AND BY-LAWS -CONFLICT OF INTEREST POLICY THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC. (SUPPORTED ORGANIZATION) PUBLISHES ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND ANNUAL REPORT, WHICH INCLUDES THE APPLETON EDUCATION FOUNDATION, INC., ON ITS WEBSITE AT WWW.CFFOXVALLEY.ORG. THE APPLETON EDUCATION FOUNDATION PUBLISHES ITS ANNUAL REPORT WHICH CONTAINS SUMMARIZED FINANCIAL STATEMENTS ON ITS WEBSITE AT WWW.APPLETONEDUCATIONFOUNDATION.ORG. FORM 990, PART IX, LINE 11G EDUCATIONAL CONSULTING: PROGRAM SERVICE EXPENSES 67,387. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,387. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,830. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,830. FORM 990, PART XI, LINE 9: GRANT RETURNS 2,295. 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 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 WOMEN'S FUND FOR THE FOX VALLEY REGION INC 4455 W LAWRENCE ST APPLETON WI 54914 203096562 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 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0