2015-07-14T12:06:18-05:00 2014-12-31 710959317 RUSSELL & ASSOCIATES LLC 111 RIVERFRONT SUITE 401 WINONA MN 55987 990 2014-01-01 363500853 WINONA COMMUNITY FOUNDATION WINO 5074546511 51 EAST 4TH ST NO 314 WINONA MN 55987 SHELLEY MILEK VICE CHAIR 5074546511 2015-07-13 1 LYNDA S RICKOFF P00612598 5074523100 2015-07-13 2014 2016-02-25 16:41:14Z SHELLEY MILEK 51 EAST 4TH ST NO 314 WINONA MN 55987 7250571 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 13 2 300 0 0 1495701 588234 49966 60945 128290 1560922 14996 2628 1688953 2212729 1329420 981027 0 0 101281 113610 0 0 3329 443711 405196 1874412 1499833 -185459 712896 12667099 12665758 2007499 2251624 10659600 10414134 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 1355635 981027 63684 CONNECTING DONORS WITH CHARITABLE NEEDS THROUGH DILIGENT STEWARDING OF DONATIONS, WINONA COMMUNITY FOUNDATION CONTINUED TO FOSTER ITS MISSION IN 2014 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. 1355635 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 27 0 1 2 1 0 0 0 0 0 1 1 0 0 0 0 X 14 13 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 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 ANDREA HERCZEG 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 46875 0 2228 SANDRA BURKE PAST BOARD CHAIR 2.00 X 0 0 0 46875 0 2228 0 0 0 0 0 191723 25414 371097 48342 588234 MUSIC FESTIVAL 711130 33406 33406 FILM FESTIVAL 713990 20094 20094 ART TOUR 711130 7445 7445 60945 220381 220381 6363333 5022792 1340541 1340541 1340541 14939 191723 15050 -111 -111 MISCELLANEOUS 900099 2739 2739 2739 2212729 63684 0 1560811 981027 981027 52885 9932 41661 1292 46085 4378 41707 2172 313 1831 28 451 65 380 6 12017 1732 10130 155 22235 22235 31780 31780 2043 17 2024 2 429 128 301 726 726 9522 1507 7856 159 169 169 432 432 4259 3502 742 15 2844 450 2347 47 PROGRAM EXPENSES 320399 320399 MEMBERSHIP DUES 3022 3022 PRINTING & PUBLICATIONS 2144 2144 INDIRECT COST OF SPECIA 1625 1625 3567 405 3162 1499833 1355635 140869 3329 15970 4683 375773 448897 5615 6079 40843 33828 11275 7015 11027672 11004259 1230794 1194825 12667099 12665758 11613 18325 6545 20631 1989341 2212668 2007499 2251624 X 3965778 3826813 5361994 5252933 1331828 1334388 10659600 10414134 12667099 12665758 X 712896 -1054714 96352 X X 0 1 X 1 0 X 419922 536605 1249191 1495701 588234 4289653 419922 536605 1249191 1495701 588234 4289653 498120 3791533 222996 246663 171749 65048 220381 926837 10779 -111 10668 3220 680 13131 4217 2739 23987 5251145 320470 0.72200 0.62940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45 149556 472277 2519205 1 1 2203689 2860 90666 93334 2203881 1718274 296091 246944 57620 2203689 1551250 3493 166662 3100 31 1718274 1507895 25124 18731 500 1551250 1347939 4165 158479 2679 9 1507895 0.15000 0.61000 0.24000 1 0 40843 33828 7015 7015 SDIT PRIME OBLIGATION 1194825 F 1194825 AGENCY FUNDS 2212668 2212668 1254367 -1054714 96352 -958362 2212729 0 2212729 1499833 0 1499833 0 1499833 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 96,352. DINNER 26934 18901 8033 2279 1887 ROAD RACE 177579 172821 4758 3750 144 176 5919 1 2148 2148 895 206661 191722 14939 3750 144 3350 7806 15050 -111 1 GREAT RIVER SHAKESPEARE FESTIVAL 79 E 3RD ST WINONA MN 55987 010765907 501(C)(3) 68700 SUPPORT FOR THE PERFORMANCES COTTER HIGH SCHOOL AND JUNIOR HIGH SCHOOL 1115 W BROADWAY WINONA MN 55987 411653997 501(C)(3) 26925 GENERAL SUPPORT HIAWATHA VALLEY MENTAL HEALTH CENTER 166 MAIN ST WINONA MN 55987 410889423 501(C)(3) 6399 IPAD MINIS AND APPS WINONA AREA PUBLIC SCHOOLS FOUNDATION 1570 HOMER RD WINONA MN 55987 411707738 501(C)(3) 5200 GENERAL SUPPORT WINONA AREA PUBLIC SCHOOLS 901 GILMORE AVE WINONA MN 55987 416004759 GOVERNMENT 84491 TRACK & FIELD PROJECT, GENERAL SUPPORT FAMILY AND CHILDRENS CENTER 1707 MAIN ST LACROSSE WI 54601 390821863 501(C)(3) 22300 GENERAL SUPPORT WINONA COUNTY READY SET SCHOOL 202 W 3RD ST WINONA MN 55987 416005926 501(C)(3) 10100 SCHOOL SUPPLIES FOR THE UNDERPRIVILEDGED & COUNTY FAIR WINONA FAMILY YMCA 207 WINONA ST WINONA MN 55987 410693890 501(C)(3) 197700 GENERAL SUPPORT AND CAPITAL CAMPAIGN WINONA COUNTY DEVELOPMENTAL ACHIEVEMENT CENTER 1721 WEST SERVICE DRIVE WINONA MN 55987 410871492 501(C)(3) 45950 GENERAL SUPPORT & BUILDING ADDITION MID WEST MUSIC FESTIVAL 168 E 3RD ST WINONA MN 55987 464958792 501(C)(3) 6056 GENERAL SUPPORT FERGUS FALLS 544 EDUCATION FOUNDATION 518 FRIBERG AVE FERGUS FALLS MN 56537 411978590 501(C)(3) 6900 GENERAL SUPPORT BLUE EARTH COMMUNITY FOUNDATION PO BOX 390 BLUE EARTH MN 56013 363454285 501(C)(3) 5000 GENERAL SUPPORT WINONA STATE UNIVERSITY FOUNDATION WINONA STATE UNIVERSITY WINONA MN 55987 237079002 501(C)(3) 56545 GENERAL SUPPORT AMERICAN RED CROSS-WINONA COUNTY CHAPTER 1660 KRAEMER DR WINONA MN 55987 410734755 501(C)(3) 12030 EMERGENCY ASSISTANCE HOPE LUTHERAN HIGH SCHOOL 253 LIBERTY STREET WINONA MN 55987 611451450 501(C)(3) 12784 GENERAL SUPPORT CATHOLIC CHARITIES - WINONA DIOCESE PO BOX 379 WINONA MN 55987 410721636 501(C)(3) 24712 EMERGENCY ASSISTANCE SAINT MARY'S UNIVERSITY OF MINNESOTA 700 TERRACE HEIGHTS WINONA MN 55987 410695527 501(C)(3) 7900 GENERAL SUPPORT PLEASANT VALLEY EVANGELICAL FREE CHURCH 1363 HOMER ROAD WINONA MN 55967 410971542 501(C)(3) 5000 GENERAL SUPPORT HOME & COMMUNITY OPTIONS 66 E 3RD ST WINONA MN 55987 411278194 501(C)(3) 9800 GENERAL SUPPORT BLUFF COUNTY FAMILY RESOURCES 114 MAIN ST HOKAH MN 55941 411502808 501(C)(3) 10720 EMERGENCY ASSISTANCE BLUFFVIEW MONTESSORI 1321 GILMORE AVE WINONA MN 55987 410721636 501(C)(3) 22832 GENERAL SUPPORT SEMCAC 204 E ELM ST RUSHFORD MN 55971 410907135 501(C)(3) 19569 EMERGENCY ASSISTANCE WINONA ORC INDUSTRIES INC 1053 E MARK ST WINONA MN 55987 411225014 501(C)(3) 11200 GENERAL SUPPORT WINONA VOLUNTEER SERVICES 416 E 2ND ST WINONA MN 55987 237376207 501(C)(3) 59222 EMERGENCY ASSISTANCE WOMEN'S RESOURCE CENTER OF WINONA 77 E 5TH ST WINONA MN 55987 411356358 501(C)(3) 22687 EMERGENCY ASSISTANCE ST MARY'S CATHOLIC CHURCH 1315 W BROADWAY WINONA MN 55987 411559427 501(C)(3) 34800 GENERAL SUPPORT CATHOLIC SCHOOLS FOUNDATION 1115 W BROADWAY WINONA MN 55987 411564670 501(C)(3) 14700 GENERAL SUPPORT MINNESOTA BEETHOVEN FESTIVAL 580 E FRONT ST WINONA MN 55987 263451875 501(C)(3) 5350 FINE ARTS BIG BROTHERSBIG SISTERS 1707 MAIN ST STE 438 LACROSSE WI 54601 391762460 501(C)(3) 7700 GENERAL SUPPORT WINONA STATE UNIVERSITY FOUNDATION PO BOX 5838 WINONA MN 55987 237079002 501(C)(3) 49640 INDOOR CLIMBING STRUCTURE DIOCESE OF WINONA 55 W SANBORN STREET WINONA MN 55987 410721636 501(C)(3) 22000 GENERAL SUPPORT SAINT ANNE OF WINONA 1347 W BROADWAY WINONA MN 55987 410850791 501(C)(3) 18000 GENERAL SUPPORT JESUIT RETREAT HOUSE 8243 DEMONTREVILLE TR N LAKE ELMO MN 55042 410705789 501(C)(3) 10000 GENERAL SUPPORT SERVING OUR NEIGHBORS MINISTRIES 4567 COOLBROOK DR HILLIARD OH 43026 264449380 501(C)(3) 5000 GENERAL SUPPORT 34 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. WINONA VOLUNTEER SERVICES PAST PRESIDENT IS THE EXECUTIVE DIRECTOR OF THIS ORGANIZATION 59222 GRANT GENERAL SUPPORT & EMERGENCY ASSISTANCE FOUNDATION FOR WINONA AREA PUBLIC SCHOOLS VICE CHAIR IS THE EXECUTIVE DIRECTOR OF THIS ORGANIZATION 5200 GRANT GENERAL SUPPORT X 6 48343 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 2015 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 96,352. 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.