2015-08-07T09:00:49-05:00 2014-12-31 390758449 WIPFLI LLP 3703 OAKWOOD HILLS PKWY/PO BOX 690 EAU CLAIRE WI 547020690 990 2014-01-01 391891064 EAU CLAIRE COMMUNITY FOUNDATION EAUC 7155523801 301 SOUTH BARSTOW ST NO 104 EAU CLAIRE WI 54701 SUE BORNICK EXECUTIVE DIRECTOR 7155523801 2015-08-04 1 DAN WALKER CPA P01342660 7158323407 2015-07-31 2014 2016-04-25 22:37:26Z SUE BORNICK 306 SOUTH BARSTOW ST STE 104 EAU CLAIRE WI 54701 2239360 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 535225 1945384 0 0 157388 181050 13806 20209 706419 2146643 257414 543611 0 0 100795 104922 0 0 79010 111482 110762 469691 759295 236728 1387348 9350617 11705922 1102083 1796701 8248534 9909221 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 617823 543611 22381 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. 617823 1 1 0 0 0 1 0 0 0 1 1 0 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 1 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 PAT QUINN IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 JANE LOKKEN 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 VICE CHAIR 1.00 X X 0 0 0 JILL BARLAND TRUSTEE 1.00 X 0 0 0 CTHOMAS DOW TRUSTEE 1.00 X 0 0 0 LAURA TALLEY SECRETARY 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 TRUSTEE 1.00 X 0 0 0 SUE BORNICK EXECUTIVE DIRECTOR 40.00 X 48000 0 0 48000 0 0 0 0 0 0 0 14192 1931192 450310 1945384 160815 160815 106230 85995 20235 20235 20235 4550 14192 6722 -2172 -2172 ADMINISTRATIVE FEE 561000 22381 22381 22381 2146643 22381 0 178878 543611 543611 104922 28833 39134 36955 10957 4785 3947 2225 30631 16475 6493 7663 2478 2478 14734 6243 5511 2980 12455 5356 4608 2491 1470 1470 1819 782 673 364 2443 1647 30 766 FUND EVENT EXPENSE 14507 14507 COMMUNITY LEADERSHIP 11389 2917 8472 MISCELLANEOUS 5579 2396 2066 1117 DUES 2300 2300 759295 617823 62462 79010 660667 1229384 6643 35500 49422 32713 4958 16709 8678349 10424329 9350617 11705922 13709 73102 590 0 1087784 1723599 1102083 1796701 X 6479910 7088723 1528704 2573631 239920 246867 8248534 9909221 9350617 11705922 X 1387348 239279 34060 X X 0 1 X 1 0 X 347807 595974 512234 532623 1943212 3931850 347807 595974 512234 532623 1943212 3931850 391636 3540214 134596 125323 187857 177229 181193 806198 11689 8935 14495 16408 22381 73908 4811956 0.73570 0.71200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39 949743 122396 4628388 1 1 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 447235 2475 63965 780 8383 504512 1.00000 0.00000 0.00000 0 0 49422 32713 16709 16709 AGENCY ENDOWMENT FUNDS 1723599 1723599 X 2750312 239279 17396 346994 603669 2146643 0 2146643 941803 17396 165112 182508 759295 0 759295 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. CHILDRENS LEGACY LUNCHEON 18742 14192 4550 424 5424 874 18742 14192 4550 424 5424 874 6722 -2172 1 RICE LAKE HIGH SCHOOL SCHOLARSHIP FUND 30 S WISCONSIN AVE RICE LAKE WI 54868 396004138 501(C)(3) 9000 SCHOLARSHIPS BOLTON REFUGE HOUSE PO BOX 482 EAU CLAIRE WI 547024004 391302222 501(C)(3) 5000 INDIVIDUAL LIVING SKILLS & GROUP SUPPORT; 2 DOOR REFRIGERATOR CHIPPEWA VALLEY FREE CLINIC PO BOX 231 EAU CLAIRE WI 547024004 391840231 501(C)(3) 12383 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) 7667 TOP TUTOR TRAINING; NEW COLOR COPIER/PRINTER; UNRESTRICTED YMCA - EAU CLAIRE 700 GRAHAM AVENUE EAU CLAIRE WI 54701 390806351 501(C)(3) 110940 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) 36600 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) 12500 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) 9500 SOLOMON LEARNING CENTER; TRUCK FOR PICKING UP DONATIONS TRINITY LUTHERAN CHURCH 1314 EAST LEXINGTON BLVD EAU CLAIRE WI 54701 390911423 501(C)(3) 5000 UNRESTRICTED UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION PO BOX 4004 EAU CLAIRE WI 54702 390972350 501(C)(3) 9875 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) 5000 SOJOURNER HOUSE - UNRESTRICTED COMMUNITY TABLE INC PO BOX 1903 EAU CLAIRE WI 54702 391770259 501(C)(3) 8700 UNRESTRICTED; TELEPHONE SYSTEM EAU CLAIRE CITY COUNTY HEALTH DEPARTMENT 720 SECOND AVE EAU CLAIRE WI 54703 396005436 501(C)(3) 5000 SAFE SLEEP PROGRAM EAU CLAIRE INTERFAITH HOSPITALITY NETWORK INC PO BOX 2063 EAU CLAIRE WI 547022063 391799434 501(C)(3) 8760 BUS TOKENS; NETWORK COPIER, BEACON HOUSE - UNRESTRICTED FLYING EAGLES SKI CLUB 1805 MENOMONIE ST EAU CLAIRE WI 54703 743187968 501(C)(3) 5000 FLY WITH THE EAGLES FRIENDS OF THE LE PHILLIPS MEMORIAL PUBLIC LIBRARY 400 EAU CLAIRE ST EAU CLAIRE WI 547013715 391645487 501(C)(3) 5000 BOOKS FOR BABIES PROGRAM GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES INC 4222 OAKWOOD HILLS PKWY EAU CLAIRE WI 547017497 391016314 501(C)(3) 7000 REACHING OUT; STEM FOR GIRLS YOUNG AMERICA'S FOUNDATION 11480 COMMERCE PARK DR RESTON VA 201911556 237042029 501(C)(3) 8000 YOUTH CAMPS PART I, LINE 2: EACH GRANTEE IS REQUIRED TO SUBMIT A GRANT REPORT WITHIN ONE YEAR DESCRIBING HOW THE GRANT WAS USED. X 12 385310 MARKET VALUE X 1 65000 MARKET VALUE 0 1 0 PART I, COLUMN (B): 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 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. 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0