WOMENS FUND FOR THE FOX VALLEY REGION INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WOMENS FUND FOR THE FOX VALLEY REGION INC (EIN 20-3096562)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-12-18
IRS object ID
201433529349300003
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-12-18T07:32:07-06:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391173131PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHENCK SCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 E WASHINGTON ST PO BOX 1739AddressLine1
CityAPPLETONCity
StateWIState
ZIP Code549121739ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203096562EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WOMEN'S FUND FOR THE FOX VALLEY REGION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlWOMEBusinessNameControlTxt
Phone9208301290PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14455 W LAWRENCE STAddressLine1
CityAPPLETONCity
StateWIState
ZIP Code54914ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH DAVISPersonNm
Person TitleBOARD PRESIDENTPersonTitleTxt
Phone9208301290PhoneNum
Signature2014-12-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMIKE VANDEN HOGENPreparerPersonNm
PTINP00499282PTIN
Phone9207318111PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerELIZABETH DAVISPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14455 W LAWRENCE STAddressLine1
CityAPPLETONCity
StateWIState
ZIP Code54914ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$1,396,992GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WOMENSFUNDFVR.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2005FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionINVEST IN WOMEN AND GIRLS THROUGH GRANTS, ADVOCACY, AND EDUCATION.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers61TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$251,647PYContributionsGrantsAmt
CY Contributions Grants$254,167CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$106,141PYInvestmentIncomeAmt
CY Investment Income$150,399CYInvestmentIncomeAmt
PY Other Revenue$30,632PYOtherRevenueAmt
CY Other Revenue$29,685CYOtherRevenueAmt
PY Total Revenue$388,420PYTotalRevenueAmt
CY Total Revenue$434,251CYTotalRevenueAmt
PY Grants And Similar Paid$96,665PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$101,248CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$121,750PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$128,028CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$13,550CYTotalFundraisingExpenseAmt
PY Other Expenses$62,601PYOtherExpensesAmt
CY Other Expenses$55,037CYOtherExpensesAmt
PY Total Expenses$281,016PYTotalExpensesAmt
CY Total Expenses$284,313CYTotalExpensesAmt
PY Revenues Less Expenses$107,404PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$149,938CYRevenuesLessExpensesAmt
Total Assets BOY$1,521,192TotalAssetsBOYAmt
Total Assets EOY$1,750,120TotalAssetsEOYAmt
Total Liabilities BOY$15,138TotalLiabilitiesBOYAmt
Total Liabilities EOY$17,882TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,506,054NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,732,238NetAssetsOrFundBalancesEOYAmt
MissionTO CREATE, PROMOTE AND SUPPORT PROGRAMS THAT HELP WOMEN AND GIRLS PRIMARILIY IN THE FOX VALLEY AREA OF WISCONSIN MANAGE AND ENHANCE THEIR LIVES THROUGH GRANTS, ADVOCACY AND EDUCATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$224,308ExpenseAmt
Grant$101,248GrantAmt
DescTHE WOMEN'S FUND FOR THE FOX VALLEY REGION PROVIDED 55 GRANTS TO 36 DIFFERENT ORGANIZATIONS TO POSITIVELY IMPACT THE HEALTH, SAFETY AND ECONOMIC SECURITY OF WOMEN AND GIRLS IN THE FOX VALLEY REGION. THIS IN AN INCREASE OF 16% IN THE NUMBER OF ORGANIZATIONS FUNDED OVER THE PRIOR YEAR. GRANT MAKING INCLUDED A THIRD YEAR OF OUR SUCCESSFUL GIRLS' GRANT MAKING PROJECT WHICH ENGAGES HIGH SCHOOL AGE GIRLS IN A LEADERSHIP AND PHILANTHROPY EDUCATION EXPERIENCE. WE ALSO CONTINUED OUR COMMUNITY EDUCATION EFFORTS BY HOLDING A PANEL DISCUSSION ABOUT VIOLENCE AGAINST WOMEN WHICH INCLUDED LOCAL EXPERTS IN DOMESTIC VIOLENCE, SEXUAL ASSAULT, AND HUMAN TRAFFICKING. WE COLLABORATED WITH OTHER LOCAL WOMEN'S GROUPS ON AN EQUAL PAY WORKSHOP FOR WOMEN IN APRIL.Desc
Total Program Service Expenses$224,308TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G1IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TERRI TOWLEBusinessNameLine1
FieldValueIRS element (for citing)
Phone9208301290PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14455 W LAWRENCE STAddressLine1
CityAPPLETONCity
StateWIState
ZIP Code54914ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
LISA KEWLEY
PAST PRESIDENT AND DIRECTOR1.00Yes (X)Yes (X)$0$0$0
PATTY VAN RYZIN
DIRECTOR0.50Yes (X)$0$0$0
MARGIE YOUNG
DIRECTOR0.50Yes (X)$0$0$0
BETH DAVIS
PRESIDENT AND DIRECTOR0.50Yes (X)Yes (X)$0$0$0
TIA EMLING
DIRECTOR0.50Yes (X)$0$0$0
VICKI MARGOLIS
DIRECTOR0.50Yes (X)$0$0$0
HEATHER BOYER
SECRETARY/ TREASURER AND D0.50Yes (X)Yes (X)$0$0$0
SARA MICHELETTI
DIRECTOR0.50Yes (X)$0$0$0
KRISTINE HIETPAS
DIRECTOR0.50Yes (X)$0$0$0
SHEENA HANSON
DIRECTOR0.50Yes (X)$0$0$0
MARJORIE SUTTER
DIRECTOR0.50Yes (X)$0$0$0
BECKY BOULANGER
EXECUTIVE DIRECTOR40.00Yes (X)$0$66,365$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$66,365TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION FOR THE FOX VALLEYBusinessNameLine1

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line14455 W LAWRENCE STAddressLine1
CityAPPLETONCity
StateWIState
ZIP Code54914ZIPCode
FieldValueIRS element (for citing)
ServicesLEASED EMPLOYEES AND ADMINISTRATIVE FEESServicesDesc
Compensation$125,149CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Fundraising$70,500FundraisingAmt
Related Organizations$33,000RelatedOrganizationsAmt
All Other Contributions$150,667AllOtherContributionsAmt
Noncash Contributions$1,862NoncashContributionsAmt
Total Contributions$254,167TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,251TotalRevenueColumnAmt
Exclusion$28,251ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,064,230SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$942,082SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$122,148SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$122,148TotalRevenueColumnAmt
Exclusion$122,148ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$45,274FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$70,500ContriRptFundraisingEventAmt
Fundraising Direct Expenses$20,659FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,615TotalRevenueColumnAmt
Exclusion$24,615ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$5,070GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,070TotalRevenueColumnAmt
Exclusion$5,070ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$434,251TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$180,084ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$101,248TotalAmt
Program Services$101,248ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$69,127TotalAmt
Program Services$53,211ProgramServicesAmt
Management And General$9,064ManagementAndGeneralAmt
Fundraising$6,852FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$42,062TotalAmt
Program Services$32,377ProgramServicesAmt
Management And General$5,516ManagementAndGeneralAmt
Fundraising$4,169FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,262TotalAmt
Program Services$972ProgramServicesAmt
Management And General$165ManagementAndGeneralAmt
Fundraising$125FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,151TotalAmt
Program Services$5,504ProgramServicesAmt
Management And General$938ManagementAndGeneralAmt
Fundraising$709FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$8,426TotalAmt
Program Services$6,486ProgramServicesAmt
Management And General$1,105ManagementAndGeneralAmt
Fundraising$835FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$7,808TotalAmt
Program Services$3,904ProgramServicesAmt
Management And General$3,904ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,650TotalAmt
Management And General$3,650ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$13,854TotalAmt
Management And General$13,854ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,614TotalAmt
Program Services$1,115ProgramServicesAmt
Management And General$7,499ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$480TotalAmt
Program Services$380ProgramServicesAmt
Fundraising$100FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,565TotalAmt
Program Services$7,891ProgramServicesAmt
Management And General$337ManagementAndGeneralAmt
Fundraising$337FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$864TotalAmt
Program Services$794ProgramServicesAmt
Management And General$35ManagementAndGeneralAmt
Fundraising$35FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,069TotalAmt
Program Services$3,865ProgramServicesAmt
Management And General$102ManagementAndGeneralAmt
Fundraising$102FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,271TotalAmt
Program Services$2,089ProgramServicesAmt
Management And General$91ManagementAndGeneralAmt
Fundraising$91FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$570TotalAmt
Program Services$524ProgramServicesAmt
Management And General$23ManagementAndGeneralAmt
Fundraising$23FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescEDUCATION & TRAININGDesc
Total$4,292TotalAmt
Program Services$3,948ProgramServicesAmt
Management And General$172ManagementAndGeneralAmt
Fundraising$172FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$284,313TotalAmt
Program Services$224,308ProgramServicesAmt
Management And General$46,455ManagementAndGeneralAmt
Fundraising$13,550FundraisingAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$24,000EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,960LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,960LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$570BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$182,957BOYAmt
EOY$208,273EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,337,665BOYAmt
EOY$1,517,847EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,521,192BOYAmt
EOY$1,750,120EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,388BOYAmt
EOY$5,032EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$10,750BOYAmt
EOY$12,850EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,138BOYAmt
EOY$17,882EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,506,054BOYAmt
EOY$1,708,238EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
EOY$24,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,506,054BOYAmt
EOY$1,732,238EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,521,192BOYAmt
EOY$1,750,120EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$149,938ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$76,246NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
CertificationYes (X)CertificationInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INCBusinessNameLine1
FieldValueIRS element (for citing)
EIN391548450EIN
Organization Type8OrganizationTypeDesc
Governing Document ListedYes (1)GoverningDocumentListedInd
Supported Org NotifiedYes (1)SupportedOrgNotifiedInd
US OrganizedYes (1)USOrganizedInd
Support$7,908SupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$7,908SupportSumAmt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held16DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held11FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$39,899DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$29,912FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$8,368DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$6,105FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$241,699DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$399,458FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,960OtherCostOrOtherBasisAmt
Depreciation$5,960DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
EQUITIES$768,793F
FIXED INCOME$321,691F
HEDGE FUNDS$310,133F
REAL ASSETS$65,227F
PRIVATE EQUITY$14,596F
REAL ESTATE$37,407F
FieldValueIRS element (for citing)
Total Book Value Securities$1,517,847TotalBookValueSecuritiesAmt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEAN -RegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedINVESTMENTSTypeOfActivitiesConductedTxt
Region Total Expenditures$262,908RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$262,908SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$262,908TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3:FormAndLineReferenceDesc
ExplanationCOLUMN F INCLUDES $260,188 OF BOOK VALUE OF INVESTMENTS AND $2,720 OF INVESTMENT MANAGER FEES, WHICH ARE INCLUDED AS PART OF THE CURRENT YEAR INVESTMETN 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. WOMEN'S FUND FOR THE FOX VALLEY REGION IS A SUPPORTING ORGANIZATION OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. THE REPORTED AMOUNT OF INVESTMENTS AND FEES REPRESENTS WOMEN'S FUND FOR THE FOX VALLEY REGION'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

FieldValueIRS element (for citing)
Name Of Event1LUNCHEON 2013NameOfEvent1Amt
Gross Receipts Event1$67,990GrossReceiptsEvent1Amt
Charitable Contri Event1$29,500CharitableContriEvent1Amt
Gross Revenue Event1$38,490GrossRevenueEvent1Amt
Food And Beverage Event1$15,229FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$3,683OtherDirectExpensesEvent1Amt
Name Of Event2LUNCHEON 2014NameOfEvent2Amt
Gross Receipts Event2$39,000GrossReceiptsEvent2Amt
Charitable Contri Event2$39,000CharitableContriEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$8,784GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$2,000CharitableContriOtherEventsAmt
Gross Revenue Other Events$6,784GrossRevenueOtherEventsAmt
Food And Beverage Other Events$541FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$1,206OthDirectExpnssOtherEventsAmt
Gross Receipts Total$115,774GrossReceiptsTotalAmt
Charitable Contributions Tot$70,500CharitableContributionsTotAmt
Gross Revenue Total Events$45,274GrossRevenueTotalEventsAmt
Food And Beverage Total Events$15,770FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$4,889OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$20,659DirectExpenseSummaryEventsAmt
Net Income Summary$24,615NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
FOX VALLEY TECHNICAL COLLEGE FOUNDATION
1825 N BLUEMOUND DRAPPLETONWI54914391264389501C3$25,331EMPLOYMENT TRAINING & EDUCATION
SEXUAL ASSAULT CRISIS CENTER
17 PARK PLACE 400APPLETONWI54914391309331501C3$7,500SEXUAL ASSAULT & HUMAN TRAFFICKING VICTIM SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANT RECIPIENTS ARE EXPECTED TO ABIDE BY THE TERMS AND CONDITIONS SET FORTH IN OUR 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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE 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 WOMEN'S FUND FOR THE FOX VALLEY REGION, INC.
FORM 990, PART VI, SECTION B, LINE 11PRIOR TO SUBMISSION OF THE 990 TO THE IRS THE AUDIT COMMITTEE REVIEWS THE 990 AND PRESENTS A REPORT TO THE BOARD.
FORM 990, PART VI, SECTION B, LINE 12CON AN ANNUAL BASIS, THE DIRECTORS OF THE FOUNDATION ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT DESCRIBING THEIR RELATIONSHIPS AND THEIR FAMILY RELATIONSHIPS WITH OTHER ENTITIES DOING BUSINESS WITH THE FOUNDATION AND ALL RELATED ORGANIZATIONS. WHEN THE BOARD CONSIDERS A GRANT FOR APPROVAL, A DIRECTOR SHALL BE DEEMED TO HAVE ABSTAINED AS TO THAT PORTION OF THE GRANT REQUEST WHICH AFFECTS ANY ENTITY NOTED ON THAT DIRECTOR'S CONFLICT OF INTEREST STATEMENT.
FORM 990, PART VI, SECTION B, LINE 15AEXECUTIVE DIRECTOR COMPENSATION WILL BE DECIDED DURING THE MONTH OF APRIL, AFTER A REVIEW OF MONITORING REPORTS BY A SUB-COMMITTEE OF THE BOARD OF DIRECTORS RECEIVED IN THE LAST YEAR, AND WILL USE COMPARABILITY DATA IN MAKING ANY COMPENSATION ADJUSTMENTS AND DOCUMENT THE PROCESS USED IN DETERMINING COMPENSATION. EXECUTIVE DIRECTOR COMPENSATION IS APPROVED BY THE FULL BOARD.
FORM 990, PART VI, SECTION C, LINE 19THE FOLLOWING DOCUMENTS ARE AVAILABLE ON THE WOMEN'S FUND WEBSITE AT WWW.WOMENSFUNDFVR.ORG. ANNUAL REPORT COMPETITIVE GRANT GUIDELINES AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. AND SUPPORTING ORGANIZATION, WHICH INCLUDES THE WOMEN'S FUND FOR THE FOX VALLEY REGION, INC. COPIES OF THE FOLLOWING DOCUMENTS CAN BE OBTAINED BY CONTACTING: EXECUTIVE DIRECTOR WOMEN'S FUND FOR THE FOX VALLEY REGION, INC. 4455 W. LAWRENCE ST. APPLETON, WI 54914 (920) 830-1290 APPLICATION FOR RECOGNITION OF EXEMPTION UNDER SECTION 501(C)(3) (FORM 1023) IRS DETERMINATION LETTER ARTICLES AND BY-LAWS CONFLICT OF INTEREST POLICY
PART V, LINE 2AWOMEN'S FUND 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 WOMEN'S FUND FOR THE ACTUAL WAGES AND BENEFITS PAID.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC
4455 W LAWRENCE STAPPLETONWI54914391548450SERVE A RANGE OF PHILANTROPICAL INTEREST BENEFITING THE FV AREAWI501(C)(3)8N/A0
MIELKE FAMILY FOUNDATION INC
4455 W LAWRENCE STAPPLETONWI54914396074258SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)11-10CFFVR INC
DOUG & CARLA SALMON FOUNDATION INC
4455 W LAWRENCE STAPPLETONWI54914820566250SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)11-10CFFVR INC
APPLETON EDUCATION FOUNDATION INC
122 E COLLEGE AVE SUITE 1-BAPPLETONWI54911391866090SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)11-10CFFVR INC
THE WILLIAM J AND BARBARA A SCHMIDT FAMILY FOUNDATION INC
4455 W LAWRENCE STAPPLETONWI54914391869271SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)11-10CFFVR INC
COMMUNITY REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC
4455 W LAWRENCE STAPPLETONWI54914200875816SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)11-10CFFVR INC
MYRA M AND ROBERT L VANDEHEY FOUNDATION LTD
4455 W LAWRENCE STAPPLETONWI54914391649245SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)11-10CFFVR INC
ROBERT AND PATRICIA ENDRIES FAMILY FOUNDATION LTD
4455 W LAWRENCE STAPPLETONWI54914203896774SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGIONWI501(C)(3)11-10CFFVR INC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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