2013-12-12T08:04:51-06:00 2013-06-30 391173131 SCHENCK SC 200 E WASHINGTON ST PO BOX 1739 APPLETON WI 549121739 990 2012-07-01 203096562 WOMEN'S FUND FOR THE FOX VALLEY REGION INC WOME 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 ELIZABETH DAVIS 9208301290 2013-12-11 1 MIKE VANDEN HOGEN P00499282 9207318111 2012 2015-11-30 17:44:51Z ELIZABETH DAVIS 4455 W LAWRENCE ST APPLETON WI 54914 1260297 0 X WWW.WOMENSFUNDFVR.ORG X 2005 WI INVEST IN WOMEN AND GIRLS THROUGH GRANTS, ADVOCACY, AND EDUCATION. 11 11 0 50 0 0 215685 251647 0 0 79960 106141 24178 30632 319823 388420 154925 96665 0 0 111707 121750 0 0 15279 48145 62601 314777 281016 5046 107404 1377854 1521192 14737 15138 1363117 1506054 TO 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. 0 0 213600 96665 PROVIDED 39 GRANTS TO 31 DIFFERENT ORGANIZATIONS TO POSTIVELY IMPACT THE HEALTH, SAFETY AND ECONOMIC SECURITY OF WOMEN AND GIRLS IN THE FOX VALLEY REGION. GRANTMAKING THIS YEAR INCLUDED A CONTINUATION OF OUR GIRLS' GRANTMAKING PROJECT WHICH WAS PILOTED LAST YEAR. WE ALSO CONTINUED OUR COMMUNITY EDUCATION EFFORTS BY HOLDING A PANEL DISCUSSION ABOUT ISSUES IMPACTING OLDER WOMEN AND SUPPORTED A FINANCIAL EDUCATION EVENT SPECIFICALLY FOR WOMEN IN APRIL. 213600 1 1 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X TERRI TOWLE 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 KATHY DAVIS 2013 1.00 X 0 0 0 LISA KEWLEY 2014 1.00 X X 0 0 0 PATTY VAN RYZIN 2014 0.50 X 0 0 0 MARGIE YOUNG 2014 0.50 X 0 0 0 BETH DAVIS 2015 0.50 X X 0 0 0 TIA EMLING 2015 0.50 X 0 0 0 VICKI MARGOLIS 2015 0.50 X 0 0 0 HEATHER BOYER 2013 0.50 X X 0 0 0 SARA MICHELETTI 2013 0.50 X 0 0 0 KRISTINE HIETPAS 2014 0.50 X 0 0 0 MICHELLE DEJNO 2014 0.50 X 0 0 0 SHEENA HANSON 2015 0.50 X 0 0 0 BECKY BOULANGER 40.00 X 0 64126 1936 0 64126 1936 0 0 0 0 COMMUNITY FOUNDATION FOR THE FOX VALLEY 4455 W LAWRENCE ST APPLETON WI 54914 LEASED EMPLOYEES AND ADMINISTRATIVE FEES 119783 1 66483 86550 98614 510 251647 24415 24415 936329 854603 81726 81726 81726 47114 66483 17274 29840 29840 OTHER INCOME 900099 792 792 792 388420 0 0 136773 96665 96665 67127 53031 6041 8055 40051 27002 9955 3094 1018 875 41 102 6784 5835 271 678 6770 5529 480 761 8887 4443 4444 4025 4025 14787 14787 9849 1170 8679 150 150 9286 7112 1268 906 1199 911 168 120 2617 2010 354 253 1577 1198 221 158 851 647 119 85 EDUCATION & TRAINING 9373 7172 1284 917 281016 213600 52137 15279 1161 0 500 0 5960 5390 1421 570 112875 182957 1261897 1337665 1377854 1521192 4287 4388 10450 10750 14737 15138 X 1362617 1506054 500 0 1363117 1506054 1377854 1521192 107404 35533 0 X 0 1 X 1 0 X X X 0 0 0 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 391548450 8 1 1 1 8887 1 8887 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15 7 27600 81580 255 4448 192027 261301 1 1 5960 5390 570 0 570 EQUITIES 697935 F FIXED INCOME 267285 F HEDGE FUNDS 279533 F REAL ASSETS 52541 F PRIVATE EQUITY 13954 F REAL ESTATE 26417 F 1337665 CENTRAL AMERICA AND THE CARIBBEAN - 0 0 INVESTMENTS 215233 0 0 0 0 0 0 215233 0 215233 0 0 1 1 0 0 METHOD USED TO ACCCOUNT FOR EXPENDITURES: SCHEDULE F, PART I, LINE 3: COLUMN F INCLUDES $213,072 OF BOOK VALUE OF INVESTMENTS AND $2,161 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. LUNCHEON 2013 41000 41000 LUNCHEON 2012 66799 24000 42799 13800 2803 1 5798 1483 4315 346 325 113597 66483 47114 14146 3128 17274 29840 1 FOX VALLEY TECHNICAL COLLEGE FOUNDATION 1825 N BLUEMOUND DR APPLETON WI 54914 391264389 501C3 13750 EMPLOYMENT TRAINING & EDUCATION HARBOR HOUSE DOMESTIC ABUSE PROGRAM 720 WEST FIFTH STREET APPLETON WI 54914 391870927 501C3 17500 DOMESTIC VIOLENCE SURVIVOR SUPPORT HOUSING PARTNERSHIP- FOX CITIES 605 EAST HANCOCK STREET APPLETON WI 54911 391582471 501C3 5200 HOUSING ASSISTANCE 3 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANT 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. 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 WOMEN'S FUND FOR THE FOX VALLEY REGION, INC. FORM 990, PART VI, SECTION B, LINE 11 PRIOR 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 12C ON 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 15A EXECUTIVE DIRECTOR COMPENSATION WILL BE DECIDED DURING THE MONTH OF APRIL, AFTER A REVIEW OF MONITORING REPORTS RECEIVED IN THE LAST YEAR, AND WILL USE COMPARABILITY DATA IN MAKING ANY COMPENSATION ADJUSTMENTS AND DOCUMENT THE PROCESS USED IN DETERMINING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE 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 LEASED EMPLOYEES PART V, LINE 2A WOMEN'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. 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 CFFVR INC 0 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 CFFVR INC 0 APPLETON EDUCATION FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 391866090 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 CFFVR INC 0 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 CFFVR INC 0 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 CFFVR INC 0 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 CFFVR INC 0 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 CFFVR INC 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0