APPLETON EDUCATION FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- APPLETON EDUCATION FOUNDATION INC (EIN 39-1866090)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-12-09
- IRS object ID
- 201433439349300603
- Schema version
- 2013v3.0
- 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 F
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-12-09T08:04:41-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391173131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHENCK SC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E WASHINGTON ST PO BOX 1739 | AddressLine1 |
| City | APPLETON | City |
| State | WI | State |
| ZIP Code | 549121739 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391866090 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPLETON EDUCATION FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | APPL | BusinessNameControlTxt |
| Phone | 9208321517 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 E COLLEGE AVE 1-B | AddressLine1 |
| City | APPLETON | City |
| State | WI | State |
| ZIP Code | 54911 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM MCKEAG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9208321517 | PhoneNum |
| Signature | 2014-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKE VANDEN HOGEN | PreparerPersonNm |
| PTIN | P00499282 | PTIN |
| Phone | 9207318111 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TIM MCKEAG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 E COLLEGE AVE 1-B | AddressLine1 |
| City | APPLETON | City |
| State | WI | State |
| ZIP Code | 54911 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,844,711 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.APPLETONEDUCATIONFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO CREATIVELY ENHANCE EDUCATION IN THE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 47 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $280,902 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,136,425 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $208,783 | PYInvestmentIncomeAmt |
| CY Investment Income | $319,392 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,099 | PYOtherRevenueAmt |
| CY Other Revenue | $168 | CYOtherRevenueAmt |
| PY Total Revenue | $488,586 | PYTotalRevenueAmt |
| CY Total Revenue | $3,455,985 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $238,120 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $324,581 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $118,717 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $159,150 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $55,953 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $97,839 | PYOtherExpensesAmt |
| CY Other Expenses | $163,999 | CYOtherExpensesAmt |
| PY Total Expenses | $454,676 | PYTotalExpensesAmt |
| CY Total Expenses | $647,730 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $33,910 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,808,255 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,078,932 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,892,163 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $303,810 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $204,911 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,775,122 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,687,252 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SUPPORT THE APPLETON AREA SCHOOL DISTRICT AND OTHER CHARITABLE ORGANIZATIONS SERVING THE EDUCATIONAL NEEDS OF THE FOX VALLEY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $511,256 | ExpenseAmt |
| Grant | $324,581 | GrantAmt |
| Desc | AWARDED GRANTS TOTALING MORE THAN $320,000 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 2014 NOBEL CONFERENCE AT GUSTAVUS ADOLPHUS COLLEGE IN SAINT PETER, MN, TO PROMOTE EDUCATION AND BUILD COMMUNITY. | Desc |
| Total Program Service Expenses | $511,256 | 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 | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | Yes (1) | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 2 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | Yes (1) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRI TOWLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9208301290 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 W LAWRENCE ST | AddressLine1 |
| City | APPLETON | City |
| State | WI | State |
| ZIP Code | 54914 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TINA TILLMAN | ||||||
| VICE PRESIDENT & DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAM GRUNER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JUDY BASEMAN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PAUL SHRODE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| NANCY JOHNSHOY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOHN MIELKE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TIM MCKEAG | ||||||
| PRESIDENT & DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DIANE LIGHTFIELD | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SCOTT JONES | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LAURA MERONK | ||||||
| SECRETARY & DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BOB DUIMSTRA | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARIA VAN LAANEN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER VOIGT | ||||||
| TREASURER & DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARY JAHNKE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LOU CHICQUETTE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TOM MANGOLD | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PHYLLIS GILLESPIE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JULIE KRAUSE | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $0 | $70,857 | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $70,857 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,000 | 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 |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION FOX VALLEY REGION | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 W LAWRENCE ST | AddressLine1 |
| City | APPLETON | City |
| State | WI | State |
| ZIP Code | 54914 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEASED EMPLOYEES AND ADMINISTRATIVE FEES | ServicesDesc |
| Compensation | $161,618 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $40,900 | FundraisingAmt |
| Related Organizations | $9,819 | RelatedOrganizationsAmt |
| Government Grants | $42,166 | GovernmentGrantsAmt |
| All Other Contributions | $3,043,540 | AllOtherContributionsAmt |
| Noncash Contributions | $2,700,000 | NoncashContributionsAmt |
| Total Contributions | $3,136,425 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,709 | TotalRevenueColumnAmt |
| Exclusion | $67,709 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,627,432 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,375,749 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $251,683 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $251,683 | TotalRevenueColumnAmt |
| Exclusion | $251,683 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $11,045 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $40,900 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $12,977 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,932 | TotalRevenueColumnAmt |
| Exclusion | -$1,932 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $2,100 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,100 | TotalRevenueColumnAmt |
| Exclusion | $2,100 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,455,985 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $319,560 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,631 | TotalAmt |
| Program Services | $316,631 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,950 | TotalAmt |
| Program Services | $7,950 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,295 | TotalAmt |
| Program Services | $24,089 | ProgramServicesAmt |
| Management And General | $28,103 | ManagementAndGeneralAmt |
| Fundraising | $28,103 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,343 | TotalAmt |
| Program Services | $36,807 | ProgramServicesAmt |
| Management And General | $4,930 | ManagementAndGeneralAmt |
| Fundraising | $7,606 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,161 | TotalAmt |
| Program Services | $1,081 | ProgramServicesAmt |
| Management And General | $540 | ManagementAndGeneralAmt |
| Fundraising | $540 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,423 | TotalAmt |
| Program Services | $7,211 | ProgramServicesAmt |
| Management And General | $3,606 | ManagementAndGeneralAmt |
| Fundraising | $3,606 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,928 | TotalAmt |
| Program Services | $6,464 | ProgramServicesAmt |
| Management And General | $3,232 | ManagementAndGeneralAmt |
| Fundraising | $3,232 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,139 | TotalAmt |
| Program Services | $10,569 | ProgramServicesAmt |
| Management And General | $10,570 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $740 | TotalAmt |
| Management And General | $740 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,304 | TotalAmt |
| Management And General | $20,304 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,504 | TotalAmt |
| Program Services | $39,258 | ProgramServicesAmt |
| Management And General | $3,246 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,228 | TotalAmt |
| Program Services | $214 | ProgramServicesAmt |
| Fundraising | $3,014 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,373 | TotalAmt |
| Program Services | $3,378 | ProgramServicesAmt |
| Management And General | $1,389 | ManagementAndGeneralAmt |
| Fundraising | $2,606 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131 | TotalAmt |
| Program Services | $41 | ProgramServicesAmt |
| Management And General | $31 | ManagementAndGeneralAmt |
| Fundraising | $59 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,797 | TotalAmt |
| Program Services | $23,165 | ProgramServicesAmt |
| Management And General | $220 | ManagementAndGeneralAmt |
| Fundraising | $412 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439 | TotalAmt |
| Program Services | $136 | ProgramServicesAmt |
| Management And General | $105 | ManagementAndGeneralAmt |
| Fundraising | $198 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,628 | TotalAmt |
| Program Services | $3,604 | ProgramServicesAmt |
| Management And General | $2,791 | ManagementAndGeneralAmt |
| Fundraising | $5,233 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $767 | TotalAmt |
| Program Services | $238 | ProgramServicesAmt |
| Management And General | $184 | ManagementAndGeneralAmt |
| Fundraising | $345 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,139 | TotalAmt |
| Program Services | $353 | ProgramServicesAmt |
| Management And General | $273 | ManagementAndGeneralAmt |
| Fundraising | $513 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATION | Desc |
| Total | $30,810 | TotalAmt |
| Program Services | $30,067 | ProgramServicesAmt |
| Management And General | $257 | ManagementAndGeneralAmt |
| Fundraising | $486 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $647,730 | TotalAmt |
| Program Services | $511,256 | ProgramServicesAmt |
| Management And General | $80,521 | ManagementAndGeneralAmt |
| Fundraising | $55,953 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,834 | BOYAmt |
| EOY | $3,210 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,075 | BOYAmt |
| EOY | $150 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $571,443 | BOYAmt |
| EOY | $485,043 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,420 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,219 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,968 | BOYAmt |
| EOY | $3,201 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $432,692 | BOYAmt |
| EOY | $435,559 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,057,920 | BOYAmt |
| EOY | $4,965,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,078,932 | BOYAmt |
| EOY | $5,892,163 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,646 | BOYAmt |
| EOY | $7,496 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,068 | BOYAmt |
| EOY | $13,091 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,096 | BOYAmt |
| EOY | $184,324 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,810 | BOYAmt |
| EOY | $204,911 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,764,047 | BOYAmt |
| EOY | $5,687,102 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,075 | BOYAmt |
| EOY | $150 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,775,122 | BOYAmt |
| EOY | $5,687,252 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,078,932 | BOYAmt |
| EOY | $5,892,163 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,808,255 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $103,126 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $749 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391548450 | EIN |
| Organization Type | 8 | OrganizationTypeDesc |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Supported Org Notified | Yes (1) | SupportedOrgNotifiedInd |
| US Organized | Yes (1) | USOrganizedInd |
| Support | $21,139 | SupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $21,139 | SupportSumAmt |
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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,410 | OtherCostOrOtherBasisAmt |
| Depreciation | $133 | DepreciationAmt |
| Book Value | $1,277 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,010 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,086 | DepreciationAmt |
| Book Value | $1,924 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,201 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $2,684,318 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITIES | $1,139,816 | F |
| FIXED INCOME | $538,247 | F |
| HEDGE FUNDS | $438,764 | F |
| REAL ASSETS | $91,309 | F |
| PRIVATE EQUITY | $20,650 | F |
| REAL ESTATE | $51,896 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,965,000 | TotalBookValueSecuritiesAmt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $371,952 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $371,952 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $371,952 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | COLUMN F INCLUDES $368,104 OF BOOK VALUE OF INVESTMENTS AND $3,848 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. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1Amt |
| Gross Receipts Event1 | $50,196 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $40,900 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $9,296 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,173 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,867 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $329 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $50,196 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $40,900 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $9,296 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,173 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,867 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $329 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $8,369 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $927 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPLETON AREA SCHOOL DISTRICT | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2019 | AddressLine1 |
| City | APPLETON | City |
| State | WI | State |
| ZIP Code | 549132019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 396000710 | RecipientEIN |
| IRC Section | GOVT | IRCSectionDesc |
| Cash Grant | $308,603 | CashGrantAmt |
| Purpose Of Grant | EDUCATION | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR GRADUATES OF THE APPLETON AREA SCHOOL DISTRICT | GrantTypeTxt |
| Recipient | 12 | RecipientCnt |
| Cash Grant | $7,950 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,700,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV - APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | 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 | COLUMN B : APPLETON EDUCATION FOUNDATION RECEIVED ONE NONCASH DONATION FROM ONE DONOR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 XI, LINE 9: | GRANT RETURNS 749. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 0 | CFFVR INC | |
| 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 | 0 | CFFVR INC | |
| 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 | 0 | CFFVR INC | |
| 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 | 0 | CFFVR INC | |
| 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 | 0 | CFFVR INC | |
| 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 | 0 | CFFVR INC | |
| 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 | 0 | CFFVR INC | |
| 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 | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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