2014-10-10T11:31:47-05:00 2013-12-31 390758449 WIPFLI LLP 3703 OAKWOOD HILLS PKWY/PO BOX 690 EAU CLAIRE WI 547020690 990 2013-01-01 391891064 EAU CLAIRE COMMUNITY FOUNDATION EAUC 7155523801 301 SOUTH BARSTOW ST NO 104 EAU CLAIRE WI 54701 SUE BORNICK EXECUTIVE DIRECTOR 7155523801 2014-09-26 1 DAN WALKER CPA P01342660 7158323407 2014-09-26 2013 2015-11-30 17:44:51Z SUE BORNICK 306 SOUTH BARSTOW ST STE 104 EAU CLAIRE WI 54701 1014489 0 X WWW.ECCOMMUNITYFOUNDATION.ORG X 1997 WI TO ESTABLISH ENDOWED FUNDS THAT WILL BENEFIT THE EAU CLAIRE COMMUNITY TODAY AND IN THE FUTURE. 15 15 7 50 0 0 921385 535225 0 0 177551 157388 9973 13806 1108909 706419 166207 257414 0 0 94777 100795 0 0 92514 100586 111482 361570 469691 747339 236728 7932962 9350617 901265 1102083 7031697 8248534 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 308864 257414 16408 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 2013 WE PROVIDED 175 GRANTS TO FULFILL NEEDS THROUGHOUT THE COMMUNITY, INCLUDING $5,000 TO FEED MY PEOPLE FOR FRUIT FOR CHILDREN, $5,000 TO AIDS RESOURCE CENTER OF WI FOR MENTAL HEALTH SERVICES FOR THE EAU CLAIRE COMMUNITY AND $6,000 TO LITERACY VOLUNTEERS CHIPPEWA VALLEY FOR ADAPTING TO LEARNING TECHNOLOGY. IN 2013, THE DRAPER HILLS SCHOLARSHIP FUND WAS ESTABLISHED TO PROVIDE SCHOLARSHIPS TO LOYAL HIGH SCHOOL STUDENTS. 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. 308864 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 2 0 1 7 1 0 0 0 0 0 0 0 0 X 15 15 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 MEYER 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 SUE BORNICK EXECUTIVE DIRECTOR 40.00 X 46000 0 0 46000 0 0 0 0 0 0 0 15557 519668 177219 535225 152468 152468 305908 300988 4920 4920 4920 4480 15557 7082 -2602 -2602 ADMINISTRATIVE FEE 561000 16408 16408 16408 706419 16408 0 154786 257414 257414 100795 11787 43245 45763 8500 3485 3315 1700 30239 13691 9869 6679 3056 3056 18609 8722 6536 3351 12093 4958 4716 2419 3618 3618 122 50 48 24 1954 967 515 472 FUND EVENT EXPENSE 22382 22382 COMMUNITY LEADERSHIP 8415 2434 5981 DUES 2041 2041 MISCELLANEOUS 453 259 69 125 469691 308864 68313 92514 225070 660667 38601 6643 35853 30895 0 4958 7668533 8678349 758 0 7932962 9350617 1308 13709 590 899957 1087784 901265 1102083 X 5776546 6479910 1095568 1528704 159583 239920 7031697 8248534 7932962 9350617 236728 980109 0 X X 0 1 X 1 0 X 302457 347807 595974 512234 532623 2291095 302457 347807 595974 512234 532623 2291095 302231 1988864 -186302 134596 125323 187857 177229 438703 11928 11689 8935 14495 16408 63455 2793253 0.71200 0.76510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 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 428569 11025 103250 95609 447235 1.00000 0.00000 0.00000 0 0 35853 30895 4958 4958 AGENCY ENDOWMENT FUNDS 1087784 1087784 X 1981202 980109 7118 287556 1274783 706419 0 706419 561711 7118 84902 92020 469691 0 469691 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, 2013 AND 2012. THE FOUNDATION'S 2010, 2011, AND 2012 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 287,556. EIN #26-1877961 PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RECORDED ON THE 990 FOR EAU CLAIRE PUBLIC SCHOOLS FOUNDATION 84,902. CHILDRENS LEGACY LUNCHEON 20037 15557 4480 345 5593 1144 20037 15557 4480 345 5593 1144 7082 -2602 1 RICE LAKE HIGH SCHOOL SCHOLARSHIP FUND 30 S WISCONSIN AVE RICE LAKE WI 54868 396004138 501(C)(3) 6000 SCHOLARSHIPS BOLTON REFUGE HOUSE PO BOX 482 EAU CLAIRE WI 547024004 391302222 501(C)(3) 6000 FUN FAMILY COOKING/GARDENING AND ROOFING MATERIALS. CHIPPEWA VALLEY FREE CLINIC PO BOX 231 EAU CLAIRE WI 547024004 391840231 501(C)(3) 10845 TECHNOLOGY UPGRADE FOR IMPROVING EFFICIENCY; EYE CARE PROGRAM; UNRESTRICTED EAU CLAIRE CHILDREN'S THEATRE 1814 OXFORD AVENUE EAU CLAIRE WI 54703 391647415 501(C)(3) 6363 WIRELESS HEADSET SYSTEM FOR HARD OF HEARING. LITERACY VOLUNTEERS - CHIPPEWA VALLEY 800 WISCONSIN ST 70 EAU CLAIRE WI 54703 391657040 501(C)(3) 13280 ADAPTING TO LEARNING TECHNOLOGY YMCA - EAU CLAIRE 700 GRAHAM AVENUE EAU CLAIRE WI 54701 390806351 501(C)(3) 9322 CAMP MANITOU NEW CAMPSITE; FOOTBALL HELMETS; UNRESTRICTED. BOY SCOUTS OF AMERICA - CHIPPEWA VALLEY COUNCIL 710 S HASTINGS WAY EAU CLAIRE WI 54701 221576300 501(C)(3) 14914 YMCA AFTER-SCHOOL CUB SCOUTING AIDS RESOURCE CENTER OF WI 505 DEWEY ST EAU CLAIRE WI 54701 391534049 501(C)(3) 5000 MENTAL HEALTH SERVICES FOR THE EAU CLAIRE COMMUNITY. BOYS & GIRLS CLUB OF THE GREATER CHIPPEWA VALLEY 201 E LAKE ST EAU CLAIRE WI 54701 392032491 501(C)(3) 18500 JUNIONR ACHIEVEMENT FINANCE PARK PROGRAMS AND WALK-IN COOLER & FREEZER. CHIPPPEWA VALLEY MUSEUM PO BOX 1204 EAU CLAIRE WI 547024004 396092129 501(C)(3) 5750 MAIL GALLERY RENOVATION/INTERSECTION EXHIBIT. EAU CLAIRE SCHOOL DISTRICT 500 MAIN ST EAU CLAIRE WI 54703 261877961 501(C)(3) 38003 STRENGTH TRAINING PROGRAM; FUND FOR TODAY GREATEST NEEDS; UNRESTRICTED EAU CLAIRE PUBLIC SCHOOLS FOUNDATION 500 MAIN ST EAU CLAIRE WI 54701 261877961 501(C)(3) 6000 LITERACY AND READING PROGRAMS; MINI LIBRARIES IN SCHOOLS; MATH MATERIALS FEED MY PEOPLE FOOD BANK 2610 ALPINE RD EAU CLAIRE WI 54703 361488941 501(C)(3) 13000 PURCHASE OF REFRIGERATED 48' TRAILER AND FRUIT FOR CHILDREN. HOPE GOSPEL MISSION INC 8 S FARWELL ST EAU CLAIRE WI 547021127 391948605 501(C)(3) 8000 BARGAIN CENTER RENEWAL PROJECT AND RUTH HOUSE WOMEN'S SHELTER. LEE MEMORIAL HEALTH SYSTEM FOUNDATION 16451 HEALTH PARK COMMONS DR FORT MEYERS FL 33908 650645343 501(C)(3) 10800 SANIBEL CAPTIVA CARES REGIS CATHOLIC SCHOOLS FOUNDATION 2728 MALL DR EAU CLAIRE WI 54701 391253510 501(C)(3) 5040 DANCE TEAM, WRESTLING, MUSIC ASSOCIATION, ALL MIDDLE SCHOOL CLUBS, DRAMA CLUB. TRINITY LUTHERAN CHURCH 1314 EAST LEXINGTON BLVD EAU CLAIRE WI 54701 390911423 501(C)(3) 5200 EVENING FOOD PANTRY, BOOTS FOR SPECIALS SOLES. UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION PO BOX 4004 EAU CLAIRE WI 54702 390972350 501(C)(3) 9090 WISCONSIN YOUTH SUCCESS PROGRAM;HEROES SINGLE PARENT SCHOLARSHIP FUND; UNRESTRICTED PART I, LINE 2: EACH GRANTEE IS REQUIRED TO SUBMIT A GRANT REPORT WITHIN ONE YEAR DESCRIBING HOW THE GRANT WAS USED. X 4 177219 MARKET VALUE 0 1 0 PART I, COLUMN (B): SECURITIES RECEIVED FROM 8 DONORS: 150 SHS FAMOUS DAVES OF AMERICA, INC.; 100 SHS MEDTRONIC, INC.; 38 SHS ASTON/OPTIMUM MID CAP FUND; 85 SHS ALLIANCE BERSTEIN GLOBAL BOND FUND; 102 SHS AMCAP FUND; 76 SHS ARTISAN MID CAP VALUE FUND; 211 SHS CULLEN HIGH YIELD DIVIDEND EQUITY; 28 SHS DODGE AND COX STOCK FUND; 60 SHS EURO PACIFIC GROWTH FUND; 120 SHS JENSEN PORTFOLIO INC; 208 JP MORGAN STRATEGIC INCOME OPPORTUNITIES; 125 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND; 28 SHS OPPENHEIMER INTERNATIONAL GROWTH FUND; 98 SHS PIMCO ALL ASSET ALL AUTHORITY FUND; 22 SHS RS SMALL CAP GROWTH FUND; 650 SHS VANGUARD SHORT TERM INVESTMENT GRADE; 36 JP MORGAN & CO; 175 SHS MEDTRONIC, INC; 195 SHS GENERAL MILLS, INC.; 16 CVS CAREMARK CORP; 750 SHS SINA CORPORATION; 600 PHILLIP MORRIS INTL INC. 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 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