2013-08-15T15:29:55-05:00 2012-12-31 390758449 WIPFLI LLP 3703 OAKWOOD HILLS PKWY/PO BOX 690 EAU CLAIRE WI 547020690 990 2012-01-01 391891064 EAU CLAIRE COMMUNITY FOUNDATION EAUC 7155523801 301 SOUTH BARSTOW ST NO 104 EAU CLAIRE WI 54701 SUE BORNICK 7155523801 2013-08-13 1 DAN WALKER CPA P01342660 7158323407 2013-08-13 2012 2016-02-24 21:20:13Z SUE BORNICK 306 SOUTH BARSTOW ST STE 104 EAU CLAIRE WI 54701 1195874 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 6 50 0 0 599154 921385 0 0 125323 177551 5755 9973 730232 1108909 287553 166207 0 0 95578 94777 0 0 69803 92769 100586 475900 361570 254332 747339 6317263 7932962 526198 901265 5791065 7031697 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 230888 166207 14495 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 2012 WE PROVIDED 123 GRANTS TO FULFILL NEEDS THROUGHOUT THE COMMUNITY, INCLUDING EQUIPMENT FOR ADULT LITERACY FOR LITERACY VOLUNTEERS-CHIPPEWA VALLEY, CAMP MANITOU SHORELINE RESTORATION FOR YMCA-EAU CLAIRE, A FOOD PANTRY AT THE AIDS RESOURCE CENTER OF WI, AND AN EXPANSION OF A WEEKEND KIDS MEALS PROGRAM AT FEED MY PEOPLE FOOD BANK. IN 2011, A PARTNERSHIP WAS FORMED WITH THE EAU CLAIRE PUBLIC SCHOOLS FOUNDATION, WHICH IS NOW A SUPPORTING ORGANIZATION OF THE EAU CLAIRE COMMUNITY FOUNDATION. THE EAU CLAIRE PUBLIC SCHOOLS FOUNDATION DISTRIBUTED $11,455 IN GRANTS TO THE EAU CLAIRE SCHOOL DISTRICT IN 2012. 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 HELP TO INITIATE NEW PROJECTS FOR THE COMMUNITY SUCH AS SCULPTURE TOUR EAU CLAIRE, 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. 230888 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 3 0 1 6 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 1.00 X X 0 0 0 JANE LOKKEN 1.00 X X 0 0 0 MATT BRUNNER 1.00 X X 0 0 0 DAVE FREDERIKSON 1.00 X 0 0 0 LOIS KRAUSE 1.00 X 0 0 0 JEFF HALLOIN 1.00 X 0 0 0 JIM PINTER 1.00 X 0 0 0 DAN MARKET 1.00 X 0 0 0 MARK FAANES 1.00 X 0 0 0 JILL BARLAND 1.00 X 0 0 0 CTHOMAS DOW 1.00 X 0 0 0 LAURA TALLEY 1.00 X X 0 0 0 NICOLE LASKER 1.00 X 0 0 0 BETSY KELL 1.00 X 0 0 0 CHARLES GROSSKLAUS 1.00 X 0 0 0 SUE BORNICK 40.00 X 49500 0 0 49500 0 0 0 0 0 0 0 45862 875523 51675 921385 159454 159454 91897 73800 18097 18097 18097 8643 45862 13165 -4522 -4522 ADMINISTRATIVE FEE 561000 14495 14495 14495 1108909 14495 0 173029 166207 166207 94777 19018 36943 38816 7750 3387 2711 1652 26459 11781 8931 5747 3342 3342 20802 11372 6234 3196 11740 4813 4579 2348 1024 1024 275 113 107 55 2073 986 606 481 COMMUNITY LEADERSHIP 11810 5829 5981 FUND EVENT EXPENSE 10109 10109 DUES 3460 3460 MISCELLANEOUS 1742 580 768 394 361570 230888 60879 69803 483646 225070 6650 38601 31773 31773 275 0 5826340 7668533 352 758 6317263 7932962 172 1308 526026 899957 526198 901265 X 4891928 5776546 657592 1095568 241545 159583 5791065 7031697 6317263 7932962 X 747339 580891 -87598 X X 0 1 X 1 0 X 543876 302457 347807 595974 512234 2302348 543876 302457 347807 595974 512234 2302348 487752 1814596 -255078 -186302 134596 125323 187857 6396 15864 11928 11689 8935 14495 62911 2371655 0.76510 0.59520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 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 581499 24325 -141996 21000 14259 428569 1.00000 0 0 31773 31773 0 0 AGENCY ENDOWMENT FUNDS 899957 899957 X 1982299 583276 13487 276627 873390 1108909 0 1108909 446625 13487 71568 85055 361570 0 361570 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2012 AND 2011. THE FOUNDATION'S 2009, 2010, AND 2011 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 EIN #26-1877961 PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RECORDED ON THE 990 FOR EAU CLAIRE PUBLIC SCHOOLS FOUNDATION CHILDRENS LEGACY LUNCHEON 20220 15617 4603 409 5775 500 15TH ANNIVERSARY DINNER 34285 30245 4040 5291 1190 54505 45862 8643 409 11066 1690 13165 -4522 1 RICE LAKE HIGH SCHOOL SCHOLARSHIP FUND 30 S WISCONSIN AVE RICE LAKE WI 54868 396004138 501(C)(3) 6000 GRANT FOR 2011 SCHOLARSHIPS BOLTON REFUGE HOUSE PO BOX 482 EAU CLAIRE WI 547024004 391302222 501(C)(3) 6200 COMPUTER UPGRADES AND TRANSPORTATION CHIPPEWA VALLEY FREE CLINIC PO BOX 231 EAU CLAIRE WI 547024004 391840231 501(C)(3) 5940 STATIONERY MATERIALS AND BROCHURE PRINTING FOR NEW LOCATION; UNRESTRICTED EAU CLAIRE CHILDREN'S THEATRE 1814 OXFORD AVENUE EAU CLAIRE WI 54703 391647415 501(C)(3) 6650 RECHARGEABLE BATTERIES FOR SOUND SYSTEM EAU CLAIRE COUNTY AIM COURT 721 OXFORD AVENUE EAU CLAIRE WI 54703 5000 PROGRAM ENHANCEMENTS LITERACY VOLUNTEERS - CHIPPEWA VALLEY 800 WISCONSIN ST 70 EAU CLAIRE WI 54703 391657040 501(C)(3) 11050 EQUIPMENT FOR ADULT LITERACY PROGRAM LE PHILLIPS MEMORIAL PUBLIC LIBRARY 400 EAU CLAIRE STREET EAU CLAIRE WI 54701 12416 CAPITAL CAMPAIGN, BUILDING FUND, FINANCIAL LITERACY TRAINING AND ASSISTANCE LUTHERAN SOCIAL SERVICES 1320 W CLAIREMONT AVENUE EAU CLAIRE WI 54701 9568 DROP-IN CENTER FOR PEOPLE WITH MENTAL HEALTH DISABILITIES SCULPTURE TOUR EAU CLAIRE 328 HEATHER COURT EAU CLAIRE WI 54701 275318154 35928 BROCHURES FOR 2012 THE REACH FOUNDATION 405 S FARWELL ST EAU CLAIRE WI 54701 237433428 5000 TRAUMATIZED VETERANS' RE-ENTRY PROGRAM EAU CLAIRE YMCA 700 GRAHAM AVENUE EAU CLAIRE WI 54701 5250 CAMP MANITOU SHORELINE RESTORATION AND PURCHASE OF BALANCE BEAM FOR GYMNASTICS CENTER CHILDREN'S DYSLEXIA CENTER OF UPPER WISCONSIN 616 GRAHAM AVENUE EAU CLAIRE WI 54701 5500 UNRESTRICTED BOY SCOUTS OF AMERICA - CHIPPEWA VALLEY COUNCIL 710 S HASTINGS WAY EAU CLAIRE WI 54701 221576300 11436 YMCA AFTER-SCHOOL CUB SCOUTING PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: EACH GRANTEE IS REQUIRED TO SUBMIT A GRANT REPORT WITHIN ONE YEAR DESCRIBING HOW THE GRANT WAS USED. X 4 51675 MARKET VALUE 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): SECURITIES RECEIVED FROM 4 DONORS: 164 SHS PRECISION DRILLING CORP; 78 SHS ARTISAN FUNDS INC MID CAP VALUE FUND; 29 SHS ASTON/FIARPOINTE MID CAP FUND; 118 SHS CULLEN HIGH DIV EQUITY FUND; 24 SHS DODGE & COX STOCK FUND; 49 SHS EUROPACIFIC GROWTH FUND; 11 SHS RS SMALL CAP GROWTH FUND; 135 SHS ALLIANCEBERNSTEIN GLOBAL BOND FUND INC; 86 SHS AMERICAN HIGH INCOME TRUST; 273 SHS JPMORGAN TR I STRATEGIC INCOME OPPT FUND; 855 SHS VANGUARD SHORT TERM INVESTMENT GRADE; 59 SHS NATIXIS FUNDS TR II ASG; 225 SHS MASTEC INC; 424 SHS MEDTRONIC INC; 485 SHS VIRTUS EMERGING MARKETS 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: EC PUBLIC SCHOOLS FOUNDATION NET ASSETS INCLUDED IN BEGINNING NET ASSETS -87,598. 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