EAU CLAIRE COMMUNITY FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EAU CLAIRE COMMUNITY FOUNDATION (EIN 39-1891064)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-07
- IRS object ID
- 201542199349300219
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-07T09:00:49-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3703 OAKWOOD HILLS PKWY/PO BOX 690 | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 547020690 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391891064 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAU CLAIRE COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAUC | BusinessNameControlTxt |
| Phone | 7155523801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 SOUTH BARSTOW ST NO 104 | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE BORNICK | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7155523801 | PhoneNum |
| Signature | 2015-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAN WALKER CPA | PreparerPersonNm |
| PTIN | P01342660 | PTIN |
| Phone | 7158323407 | PhoneNum |
| Preparation | 2015-07-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUE BORNICK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 SOUTH BARSTOW ST STE 104 | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,239,360 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ECCOMMUNITYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO ESTABLISH ENDOWED FUNDS THAT WILL BENEFIT THE EAU CLAIRE COMMUNITY TODAY AND IN THE FUTURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $535,225 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,945,384 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $157,388 | PYInvestmentIncomeAmt |
| CY Investment Income | $181,050 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,806 | PYOtherRevenueAmt |
| CY Other Revenue | $20,209 | CYOtherRevenueAmt |
| PY Total Revenue | $706,419 | PYTotalRevenueAmt |
| CY Total Revenue | $2,146,643 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $257,414 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $543,611 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $100,795 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $104,922 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $79,010 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $111,482 | PYOtherExpensesAmt |
| CY Other Expenses | $110,762 | CYOtherExpensesAmt |
| PY Total Expenses | $469,691 | PYTotalExpensesAmt |
| CY Total Expenses | $759,295 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $236,728 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,387,348 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,350,617 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,705,922 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,102,083 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,796,701 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,248,534 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,909,221 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $617,823 | ExpenseAmt |
| Grant | $543,611 | GrantAmt |
| Revenue | $22,381 | RevenueAmt |
| Desc | 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 2014 WE PROVIDED 151 GRANTS TO FULFILL NEEDS THROUGHOUT THE COMMUNITY, INCLUDING $1,000 TO THE EAU CLAIRE REGIONAL ARTS COUNCIL FOR ITS SUMMER ARTMOBILE PROGRAM, $5,700 TO THE EAU CLAIRE YMCA FOR ITS CAMP MANITOU CANOEING PROGRAM, $2,000 TO APPLE PREGNANCY CENTER FOR ITS EARN WHILE YOU LEARN PROGRAM, AND $7,317 TO LITERACY VOLUNTEERS - CHIPPEWA VALLEY FOR ITS TOP TUTOR TRAINING PROGRAM. IN 2014, THE GOFF FAMILY FUND WAS CREATED TO HELP THE FOUNDATION ADDRESS THE COMMUNITY'S MOST PRESSING NEEDS. 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 WOMENS 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. | Desc |
| Total Program Service Expenses | $617,823 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUE BORNICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7155523801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 SOUTH BARSTOW ST 104 | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| PAT QUINN | ||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JANE LOKKEN | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVE FREDERIKSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LOIS KRAUSE | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFF HALLOIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK FAANES | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JILL BARLAND | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CTHOMAS DOW | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA TALLEY | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NICOLE LASKER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BETSY KELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES GROSSKLAUS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LELAND MAYER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUZANNE ASHLEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOE FESENMEIER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WAYNE PETERS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS HASENBERG | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAURIE KLINKHAMMER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUE BORNICK | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $48,000 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $48,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $14,192 | FundraisingAmt |
| All Other Contributions | $1,931,192 | AllOtherContributionsAmt |
| Noncash Contributions | $450,310 | NoncashContributionsAmt |
| Total Contributions | $1,945,384 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $160,815 | TotalRevenueColumnAmt |
| Exclusion | $160,815 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $106,230 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $85,995 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,235 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,235 | TotalRevenueColumnAmt |
| Exclusion | $20,235 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $4,550 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $14,192 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $6,722 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,172 | TotalRevenueColumnAmt |
| Exclusion | -$2,172 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $22,381 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,381 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $22,381 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,146,643 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,381 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $178,878 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,611 | TotalAmt |
| Program Services | $543,611 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,922 | TotalAmt |
| Program Services | $28,833 | ProgramServicesAmt |
| Management And General | $39,134 | ManagementAndGeneralAmt |
| Fundraising | $36,955 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,957 | TotalAmt |
| Program Services | $4,785 | ProgramServicesAmt |
| Management And General | $3,947 | ManagementAndGeneralAmt |
| Fundraising | $2,225 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,631 | TotalAmt |
| Program Services | $16,475 | ProgramServicesAmt |
| Management And General | $6,493 | ManagementAndGeneralAmt |
| Fundraising | $7,663 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,478 | TotalAmt |
| Program Services | $2,478 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,734 | TotalAmt |
| Program Services | $6,243 | ProgramServicesAmt |
| Management And General | $5,511 | ManagementAndGeneralAmt |
| Fundraising | $2,980 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,455 | TotalAmt |
| Program Services | $5,356 | ProgramServicesAmt |
| Management And General | $4,608 | ManagementAndGeneralAmt |
| Fundraising | $2,491 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,470 | TotalAmt |
| Fundraising | $1,470 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,819 | TotalAmt |
| Program Services | $782 | ProgramServicesAmt |
| Management And General | $673 | ManagementAndGeneralAmt |
| Fundraising | $364 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,443 | TotalAmt |
| Program Services | $1,647 | ProgramServicesAmt |
| Management And General | $30 | ManagementAndGeneralAmt |
| Fundraising | $766 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| FUND EVENT EXPENSE | $14,507 | $14,507 | ||
| COMMUNITY LEADERSHIP | $11,389 | $8,472 | $2,917 | |
| MISCELLANEOUS | $5,579 | $1,117 | $2,396 | $2,066 |
| DUES | $2,300 | $2,300 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $759,295 | TotalAmt |
| Program Services | $617,823 | ProgramServicesAmt |
| Management And General | $62,462 | ManagementAndGeneralAmt |
| Fundraising | $79,010 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $660,667 | BOYAmt |
| EOY | $1,229,384 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,643 | BOYAmt |
| EOY | $35,500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $49,422 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,713 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,958 | BOYAmt |
| EOY | $16,709 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,678,349 | BOYAmt |
| EOY | $10,424,329 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,350,617 | BOYAmt |
| EOY | $11,705,922 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,709 | BOYAmt |
| EOY | $73,102 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $590 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,087,784 | BOYAmt |
| EOY | $1,723,599 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,102,083 | BOYAmt |
| EOY | $1,796,701 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,479,910 | BOYAmt |
| EOY | $7,088,723 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,528,704 | BOYAmt |
| EOY | $2,573,631 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,920 | BOYAmt |
| EOY | $246,867 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,248,534 | BOYAmt |
| EOY | $9,909,221 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,350,617 | BOYAmt |
| EOY | $11,705,922 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,387,348 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $239,279 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $34,060 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $347,807 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $595,974 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $512,234 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $532,623 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,943,212 | CurrentTaxYearAmt |
| Total | $3,931,850 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $347,807 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $595,974 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $512,234 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $532,623 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,943,212 | CurrentTaxYearAmt |
| Total | $3,931,850 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $391,636 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,540,214 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $125,323 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $187,857 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $177,229 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $181,193 | CurrentTaxYearAmt |
| Total | $806,198 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,689 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,935 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,495 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,408 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,381 | CurrentTaxYearAmt |
| Total | $73,908 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,811,956 | TotalSupportAmt |
| Public Support CY170 | 0.73570 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71200 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 39 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $949,743 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $122,396 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $4,628,388 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,087,784 | BeginningYearBalanceAmt |
| Contributions | $858,567 | ContributionsAmt |
| Investment Earnings Or Losses | $55,407 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $134,939 | GrantsOrScholarshipsAmt |
| Other Expenditures | $112,451 | OtherExpendituresAmt |
| Administrative Expenses | $30,769 | AdministrativeExpensesAmt |
| End Year Balance | $1,723,599 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $899,958 | BeginningYearBalanceAmt |
| Contributions | $245,442 | ContributionsAmt |
| Investment Earnings Or Losses | $135,387 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,449 | GrantsOrScholarshipsAmt |
| Other Expenditures | $160,973 | OtherExpendituresAmt |
| Administrative Expenses | $18,581 | AdministrativeExpensesAmt |
| End Year Balance | $1,087,784 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $522,145 | BeginningYearBalanceAmt |
| Contributions | $450,145 | ContributionsAmt |
| Investment Earnings Or Losses | $74,310 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,155 | GrantsOrScholarshipsAmt |
| Other Expenditures | $118,440 | OtherExpendituresAmt |
| Administrative Expenses | $18,047 | AdministrativeExpensesAmt |
| End Year Balance | $899,958 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $504,512 | BeginningYearBalanceAmt |
| Contributions | $104,351 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,225 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,970 | GrantsOrScholarshipsAmt |
| Other Expenditures | $59,025 | OtherExpendituresAmt |
| Administrative Expenses | $10,498 | AdministrativeExpensesAmt |
| End Year Balance | $522,145 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $447,235 | BeginningYearBalanceAmt |
| Contributions | $2,475 | ContributionsAmt |
| Investment Earnings Or Losses | $63,965 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $780 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $8,383 | AdministrativeExpensesAmt |
| End Year Balance | $504,512 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,422 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,713 | DepreciationAmt |
| Book Value | $16,709 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,709 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY ENDOWMENT FUNDS | Desc |
| Amt | $1,723,599 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,723,599 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,750,312 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $239,279 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $17,396 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $346,994 | OtherRevenueAmt |
| Revenue Not Reported | $603,669 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,146,643 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,146,643 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $941,803 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $17,396 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $165,112 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $182,508 | ExpensesNotReportedAmt |
| Expenses Subtotal | $759,295 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $759,295 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2014 AND 2013. THE FOUNDATION'S 2011, 2012, AND 2013 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. SHOULD THE FOUNDATION'S TAX EXEMPT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE RECORDED ON THE 990 FOR EAU CLAIRE PUBLIC SCHOOLS FOUNDATION 312,934. EIN #26-1877961 TRANSFER FROM AGENCY FUNDS 34,060. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES RECORDED ON THE 990 FOR EAU CLAIRE PUBLIC SCHOOLS FOUNDATION 165,112. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CHILDRENS LEGACY LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $18,742 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $14,192 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,550 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $424 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $5,424 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $874 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $18,742 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $14,192 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $4,550 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $424 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $5,424 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $874 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $6,722 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$2,172 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| RICE LAKE HIGH SCHOOL SCHOLARSHIP FUND | |||||||
| 30 S WISCONSIN AVE | RICE LAKE | WI | 54868 | 396004138 | 501(C)(3) | $9,000 | SCHOLARSHIPS |
| BOLTON REFUGE HOUSE | |||||||
| PO BOX 482 | EAU CLAIRE | WI | 547024004 | 391302222 | 501(C)(3) | $5,000 | INDIVIDUAL LIVING SKILLS & GROUP SUPPORT; 2 DOOR REFRIGERATOR |
| CHIPPEWA VALLEY FREE CLINIC | |||||||
| PO BOX 231 | EAU CLAIRE | WI | 547024004 | 391840231 | 501(C)(3) | $12,383 | LAPTOP FOR PATIENT PRIVACY & EFFICIENCY; HYPERTENSION SCREENING AND MEDICATION; UNRESTRICTED |
| LITERACY VOLUNTEERS - CHIPPEWA VALLEY | |||||||
| 800 WISCONSIN ST 70 | EAU CLAIRE | WI | 54703 | 391657040 | 501(C)(3) | $7,667 | TOP TUTOR TRAINING; NEW COLOR COPIER/PRINTER; UNRESTRICTED |
| YMCA - EAU CLAIRE | |||||||
| 700 GRAHAM AVENUE | EAU CLAIRE | WI | 54701 | 390806351 | 501(C)(3) | $110,940 | HEALTHY EATING & PHYSICAL ACTIVITY STANDARDS FOR CHILD DEVELOPMENT CENTER, CAMP MANITOU-CANOES & CANOE TRAILER; UNRESTRICTED; FINANCIAL ASSISTANCE PROGRAM, SEPTIC SYSTEM AT CAMP MANITOU |
| BOY SCOUTS OF AMERICA - CHIPPEWA VALLEY COUNCIL | |||||||
| 710 S HASTINGS WAY | EAU CLAIRE | WI | 54701 | 221576300 | 501(C)(3) | $36,600 | PURCHASE OF EAGLE SCOUT MEDALS; EMMANS SCHOLARSHIP; CLASSROOM CONSTRUCTION MATERIALS; FINE ARTS PROGRAM; PHONE SYSTEM CABLING; UNRESTRICTED |
| FEED MY PEOPLE FOOD BANK | |||||||
| 2610 ALPINE RD | EAU CLAIRE | WI | 54703 | 361488941 | 501(C)(3) | $12,500 | PURCHASE OF DOCK RECEIVING DOOR; FRUIT FOR KIDS; UNRESTRICTED |
| HOPE GOSPEL MISSION INC | |||||||
| 8 S FARWELL ST | EAU CLAIRE | WI | 547021127 | 391948605 | 501(C)(3) | $9,500 | SOLOMON LEARNING CENTER; TRUCK FOR PICKING UP DONATIONS |
| TRINITY LUTHERAN CHURCH | |||||||
| 1314 EAST LEXINGTON BLVD | EAU CLAIRE | WI | 54701 | 390911423 | 501(C)(3) | $5,000 | UNRESTRICTED |
| UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION | |||||||
| PO BOX 4004 | EAU CLAIRE | WI | 54702 | 390972350 | 501(C)(3) | $9,875 | COLLEG OF BUSINESS EMPLOYEE AWARDS; CONFLUENCE PROJECT OR WAES SCHOLARSHIP PROGRAM; PATRICK & SUSAN QUINN SCHOLARHIP, WISCONSIN YOURTH SUCCESS PROGRAM - UNRESTRICTED |
| CATHOLIC CHARITIES OD THE DIOCESE OF LACROSSE | |||||||
| 448 NORTH DEWEY ST | EAU CLAIRE | WI | 54703 | 391896823 | 501(C)(3) | $5,000 | SOJOURNER HOUSE - UNRESTRICTED |
| COMMUNITY TABLE INC | |||||||
| PO BOX 1903 | EAU CLAIRE | WI | 54702 | 391770259 | 501(C)(3) | $8,700 | UNRESTRICTED; TELEPHONE SYSTEM |
| EAU CLAIRE CITY COUNTY HEALTH DEPARTMENT | |||||||
| 720 SECOND AVE | EAU CLAIRE | WI | 54703 | 396005436 | 501(C)(3) | $5,000 | SAFE SLEEP PROGRAM |
| EAU CLAIRE INTERFAITH HOSPITALITY NETWORK INC | |||||||
| PO BOX 2063 | EAU CLAIRE | WI | 547022063 | 391799434 | 501(C)(3) | $8,760 | BUS TOKENS; NETWORK COPIER, BEACON HOUSE - UNRESTRICTED |
| FLYING EAGLES SKI CLUB | |||||||
| 1805 MENOMONIE ST | EAU CLAIRE | WI | 54703 | 743187968 | 501(C)(3) | $5,000 | FLY WITH THE EAGLES |
| FRIENDS OF THE LE PHILLIPS MEMORIAL PUBLIC LIBRARY | |||||||
| 400 EAU CLAIRE ST | EAU CLAIRE | WI | 547013715 | 391645487 | 501(C)(3) | $5,000 | BOOKS FOR BABIES PROGRAM |
| GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES INC | |||||||
| 4222 OAKWOOD HILLS PKWY | EAU CLAIRE | WI | 547017497 | 391016314 | 501(C)(3) | $7,000 | REACHING OUT; STEM FOR GIRLS |
| YOUNG AMERICA'S FOUNDATION | |||||||
| 11480 COMMERCE PARK DR | RESTON | VA | 201911556 | 237042029 | 501(C)(3) | $8,000 | YOUTH CAMPS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH GRANTEE IS REQUIRED TO SUBMIT A GRANT REPORT WITHIN ONE YEAR DESCRIBING HOW THE GRANT WAS USED. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $385,310 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $65,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | SECURITIES RECEIVED FROM 12 DONORS: MEDTRONIC INC - 100.000 SHS SPECTRA ENERGY CORP - 300.000 SHS ASTON FAIRPOINTE MID CAP FUND CLASS I - 496.278SHS ARTISAN MID CAP VALUE FUND INVESTOR CLASS - 679.290 SHS CULLEN HIGH DIVIDENT EQUITY FUND CLASS I - 2,099.750 SHS DIAMOND HILL SMALL CAP FUND CLASS I - 384.484 SHS DODGE & COX STOCK FUND- 27.000 SHS EUROPACIFIC GROWTH FUND CLASS F-2 - 7.326 SHS MEDTRONIC, INC.- 50.000 SHS MEDTRONIC, INC.- 50.000 SHS HARRIS CORP - 20.000 SHS WISCONSIN ENERGY CORP - 82.000 SHS JP MORGAN CHASE & CO. - 35.000 SHS PHILIP MORRIS INTL, INC. - 600.000 SHS CIMAREX ENERGY COMPANY - 200.000 SHS SONY CORP - 30.000 SHS ZWEIG FUND INC - 99.000 SHS ELLSWORTH FUND LTD - 3,094.000SHS ASHTON/FAIRPOINTE MID CAP FUND- 19.569 SHS ALLIANCE BERNSTEIN GLOBAL BOND FUND - 50.000 SHS AMCAP FUND - 80.422 SHS ARTISAN MID-CAP INVESTOR CLASS - 25.598 SHS CULLEN HIGH EQUITY FUND 115.917 - SHS DODGE & COX STOCK FUND 17.226 - SHS EUROPACIFIC GROWTH FUND - 29.955 SHS JENSEN QUALITY FUND - 64.511 SHS JP MORGAN STRATEGIC INCOME OPP FUND - 100.000 SHS METROPOLITAN WEST TOTAL RETURN FUND - 100.000 SHS OPPENHEIMER INT'L GROWTH FUND - 25.341 SHS PIMCO ALL ASSET ALL AUTHORITY FUND - 69.640 SHS RS SMALL CAP GROWTH FUND - 8.150 SHS TRANSAMERICAN EMERG MKTS DEBT FUND - 40.000 SHS VANGUARD SHORT-TERM INV GRADE FUND - 350.000 SHS VIRTUS EMERG OPP FUND - 203.162 SHS ALLIANCE BERNSTEIN GLOBAL FUND- 715.137 SHS ALLIANZ GI NSJ SMALL CAP VALUE FUND - 143.010 SHS AMCAP FUND - 307.692 SHS CULLEN HIGH EQUITY FUND- 1,414.827 SHS DODGE & COX STOCK FUND- 55.847 SHS EUROPACIFIC GROWTH FUND- 42.346 SHS JENSEN QUALITY FUND - 194.884 SHS JP MORGAN STRATEGIC INC OPP FUND - 2,996.576 SHS RS SMALL CAP GROWTH FUND - 71.974 SHS T ROWE PRICE MID-CAP GROWTH FUND - 177.857 SHS T ROWE PRICE MID-CAP VALUE FUND- 213.371 SHS VIRTUS EMERGING MARKETS OPP FUND - 165.939 SHS WATTS WATER TECHNOLOGY, INC. - 16.000 SHS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: | TRANSFER FROM AGENCY FUNDS 34,060. |
| FORM 990, PART XI, LINE 2C | THE OVERSIGHT PROCESS HAS NOT CHANGED DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAU CLAIRE PUBLIC SCHOOLS FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAIN ST | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261877961 | EIN |
| Primary Activities | GRANTS TO SCHOOLS AND DISTRICT PROGRAMS | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAU CLAIRE COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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