2013-11-12T11:03:05-06:00 2013-06-30 391173131 SCHENCK SC 200 E WASHINGTON ST PO BOX 1739 APPLETON WI 549121739 990 2012-07-01 396074258 MIELKE FAMILY FOUNDATION INC MIEL 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 ED GRYS 9208301290 2013-11-12 1 MIKE VANDEN HOGEN P00499282 9207318111 2012 2016-03-07 17:11:31Z ED GRYS 4455 W LAWRENCE ST APPLETON WI 54914 7020333 0 X N/A X 1963 WI PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS AS DETERMINED BY THE BOARD OF DIRECTORS. 12 12 0 19 0 0 257089 1050 0 0 568942 764667 0 0 826031 765717 348169 169806 0 0 0 0 0 0 0 154559 151297 502728 321103 323303 444614 8977880 9703514 11000 13000 8966880 9690514 MAKING A DIFFERENCE BY GIVING TO OUR COMMUNITIES. 0 0 190779 169806 PROVIDED GRANTS TO 36 CHARITABLE ORGANIZATIONS. THE LARGEST GRANT RECIPIENTS WERE THE ARC FOX CITIES, INC. FOR THE FLIGHT TO BUILDING OPPORTUNITIES AND THE SAMARITAN COUNSELING CENTER OF THE FOX VALLEY, INC. FOR A CONNECTED COMMUNITY TEEN SCREEN PROGRAM. 190779 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X TERRI TOWLE 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 X RICHARD CALDER 1.50 X X 0 0 0 DOUG WILSON 0.30 X 0 0 0 JOHN MIELKE 1.00 X 0 0 0 ED GRYS 0.30 X X 0 0 0 ANNE WEST 0.30 X 0 0 0 GARY WOLFMAN 0.30 X 0 0 0 JEFF RIESTER 0.30 X 0 0 0 KEVIN LOOMANS 0.50 X X 0 0 0 DOUG MIELKE 0.30 X 0 0 0 JANE GARTON 0.30 X 0 0 0 GREG CURRY 0.50 X X 0 0 0 RENEE ULMAN 0.30 X 0 0 0 DAVID PLEKENPOL 0.30 X 0 0 0 0 0 0 0 0 0 0 0 1050 1050 1050 166545 166545 6852738 6254616 598122 598122 598122 765717 0 0 764667 169806 169806 38526 19263 19263 2059 2059 108455 108455 234 122 112 729 379 350 MISCELLANEOUS 1294 1209 85 321103 190779 130324 0 729 165 302922 427030 8674229 9276319 8977880 9703514 11000 13000 11000 13000 X 8966880 9690514 8966880 9690514 8977880 9703514 X 444614 278840 180 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 38526 1 38526 19 1 2089 0 15310 155535 1439212 8251302 1 1 0 EQUITIES 4971534 F FIXED INCOME 1615888 F HEDGE FUNDS 2018103 F REAL ASSETS 379320 F PRIVATE EQUITY 100742 F REAL ESTATE 190732 F 9276319 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1705679 0 0 0 0 0 0 1705679 0 1705679 0 0 1 1 0 0 METHOD USED TO ACCCOUNT FOR EXPENDITURES: SCHEDULE F, PART I, LINE 3: COLUMN F INCLUDES $1,688,551 OF BOOK VALUE OF INVESTMENTS AND $17,128 OF 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. MIELKE FAMILY FOUNDATION IS A SUPPORTING ORGANIZATION OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. THE REPORTED AMOUNT OF INVESTMENTS AND FEES REPRESENTS MIELKE FAMILY FOUNDATION'S ALLOCATED PERCENTAGE OF THE INVESTMENTS THAT ARE LEGALLY OWNED BY THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. 1 CHILDREN'S HOSPITAL AND HEALTH SYSTEM FOUNDATION 5583 WATERFORD LANE SUITE A APPLETON WI 54913 391500075 501(C)3 15000 HEALTH CARE FOX VALLEY LITERACY COUNCIL INC 130 E FRANKLIN ST APPLETON WI 54911 391682277 501(C)3 6495 HUMAN SERVICES SHSD- OLGA BRENER ELEMENTARY SCHOOL 1300 SOUTH UNION ST APPLETON WI 54166 396007955 GOVERNMENT 8200 EDUCATION THE ARC FOX CITIES INC 211 E FRANKLIN ST APPLETON WI 54911 753202931 501(C)3 26211 HUMAN SERVICES THE SAMARITAN COUNSELING CENTER OF THE FOX VALLEY INC 1478 KENWOOD DRIVE MENASHA WI 54952 391214216 501(C)3 25000 HUMAN SERVICES APPLETON EDUCATION FOUNDATION 122 E COLLEGE AVE SUITE 1B APPLETON WI 54911 381866090 501(C)3 15000 EDUCATION 6 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 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. FORM 990, PART VI, SECTION A, LINE 2 JOHN MIELKE AND DOUG MIELKE HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS CONSISTS 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 MIELKE FAMILY FOUNDATION, INC. FORM 990, PART VI, SECTION B, LINE 11 THE FOUNDATION'S FORM 990 IS PREPARED BY THE CPA FIRM COMPLETING THE ANNUAL AUDIT OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. THE VICE PRESIDENT OF FINANCE AND ADMINISTRATION FOR THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. REVIEWS IT FOR REASONABLENESS. THE BOARD OF DIRECTORS WILL APPROVE THE FORM 990 FOR FILING AT A MEETING OR VIA EMAIL POLL BETWEEN NOVEMBER AND FEBRUARY OF EACH FISCAL YEAR. THE BOARD PRESIDENT OR ANOTHER OFFICER SIGNS THE FORM. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, 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. THERE IS NO COMPENSATION FOR ANY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 REQUESTS FOR THE FOLLOWING DOCUMENTS CAN BE SENT TO: EXECUTIVE ASSISTANT COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. 4455 W. LAWRENCE ST. APPLETON, WI 54914 -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, ANNUAL REPORT AND COMPETITIVE GRANT GUIDELINES, WHICH INCLUDES THE MIELKE FAMILY FOUNDATION INC., ON ITS WEBSITE AT WWW.CFFOXVALLEY.ORG. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: GRANT RETURNS 180. COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 4455 W LAWRENCE ST APPLETON WI 54914 391548450 SERVE A RANGE OF PHILANTHROPICAL INTEREST BENEFITING THE FV AREA WI 501(C)(3) 8 N/A 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 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 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 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0