2012-08-15T13:57:51-05:00 2011-12-31 390758449 WIPFLI LLP 3703 OAKWOOD HILLS PKWY/PO BOX 690 EAU CLAIRE WI 547020690 990 2011-01-01 391891064 EAU CLAIRE COMMUNITY FOUNDATION EAUC 7155523801 301 SOUTH BARSTOW ST NO 104 EAU CLAIRE WI 54701 SUE BORNICK 7155523801 2012-08-13 1 DAN WALKER CPA P01342660 7158323407 2012-08-10 2011 2016-02-24 21:20:13Z SUE BORNICK 306 SOUTH BARSTOW ST STE 104 EAU CLAIRE WI 54701 2314505 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 4 50 0 0 349356 599154 0 0 144349 125323 10140 5755 503845 730232 94460 287553 0 0 84063 95578 0 0 46418 81954 92769 260477 475900 243368 254332 6252551 6317263 537451 526198 5715100 5791065 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 391251 287553 8935 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 2011 WE PROVIDED 71 GRANTS TO FULFILL NEEDS THROUGHOUT THE COMMUNITY, INCLUDING A NEW SOUND SYSTEM FOR THE EAU CLAIRE CHILDREN'S THEATRE, A "MUSIC MAKERS" PROGRAM FOR THE BOYS & GIRLS CLUB, A WEEKEND KID'S MEAL PROGRAM AT THE FEED MY PEOPLE FOOD BANK, AND A DIABETIC EDUCATION PROGRAM AT THE CHIPPEWA VALLEY FREE CLINIC. 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. 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 WOMEN'S 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. 391251 1 1 0 0 0 1 0 0 0 0 1 0 0 0 1 1 1 0 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 1 0 0 1 2 0 1 4 1 0 0 0 0 0 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 BUZZ MINTON 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 45000 0 0 45000 0 0 0 0 0 0 0 14675 584479 54479 599154 101027 101027 1601339 1577043 24296 24296 24296 4050 14675 7230 -3180 -3180 ADMINISTRATIVE FEE 561000 8935 8935 8935 730232 8935 0 122143 287553 287553 45000 20475 12555 11970 50578 23013 14111 13454 8151 6113 1223 815 23121 17341 3468 2312 5101 3367 1734 21229 13886 3739 3604 11399 8549 1710 1140 1247 935 187 125 399 299 60 40 2633 1975 395 263 FUND EVENT EXPENSE 9653 9653 COMMUNITY LEADERSHIP 6001 6001 DUES 2325 1744 349 232 MISCELLANEOUS 830 434 396 680 680 475900 391251 38231 46418 242924 483646 2593 6650 31773 31498 674 275 6005240 5826340 1120 352 6252551 6317263 1734 172 535717 526026 537451 526198 X 4870643 4891928 612258 657592 232199 241545 5715100 5791065 6252551 6317263 X 254332 -178367 X X 0 1 1 X 0 X 891584 543876 302457 347807 595974 2681698 891584 543876 302457 347807 595974 2681698 944646 1737052 352053 -255078 -186302 134596 125323 170592 17820 15864 11928 11689 8935 66236 2918526 0.59520 0.48330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27 208797 57797 2690264 1 1 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 31498 275 275 AGENCY ENDOWMENT FUNDS 522144 OTHER LIABILITIES 3882 526026 730232 475900 254332 -178367 -178367 75965 556320 -178367 4455 -173912 730232 0 730232 480355 4455 4455 475900 0 475900 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2011 AND 2010. THE FOUNDATION'S 2008, 2009, AND 2010 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. CHILDRENS LEGACY LUNCHEON 18725 14675 4050 502 4772 1956 18725 14675 4050 502 4772 1956 7230 -3180 1 RICE LAKE HIGH SCHOOL SCHOLARSHIP FUND 30 S WISCONSIN AVE RICE LAKE WI 54868 396004138 501(C)(3) 6000 GRANT FOR 2011 SCHOLARSHIPS UW-EAU CLAIRE FOUNDATION PO BOX 4004 EAU CLAIRE WI 547024004 390972350 501(C)(3) 10000 WISCONSIN YOUTH SUCCESS PROGRAM BOLTON REFUGE HOUSE PO BOX 482 EAU CLAIRE WI 547024004 391302222 501(C)(3) 9490 COMPUTER UPGRADES AND TRANSPORTATION BOYS AND GIRLS CLUB CHIPPEWA VALLEY 201 E LAKE ST EAU CLAIRE WI 54701 392032491 501(C)(3) 14400 HEALTH & WELLNESS PROGRAM; CARPETING; MUSIC MAKERS PROGRAM CHIPPEWA VALLEY FREE CLINIC PO BOX 231 EAU CLAIRE WI 547024004 391840231 501(C)(3) 5555 PHONE SYSTEM; DIABETIC EDUCATION PROGRAM; UNRESTRICTED USE CITY OF EAU CLAIRE POLICE DEPARTMENT 740 2ND AVENUE EAU CLAIRE WI 54703 7200 DOG FOR K-9 UNIT EAU CLAIRE CHILDREN'S THEATRE 1814 OXFORD AVENUE EAU CLAIRE WI 54703 391647415 501(C)(3) 15000 BUILDING FUND EAU CLAIRE COUNTY AIM COURT 721 OXFORD AVENUE EAU CLAIRE WI 54703 5000 PROGRAM ENHANCEMENTS FEED MY PEOPLE FOOD BANK 2610 ALPINE ROAD EAU CLAIRE WI 54703 361488941 501(C)(3) 12500 NUTRITIOUS FOOD SUBSIDY PROGRAM LITERACY VOLUNTEERS - CHIPPEWA VALLEY 800 WISCONSIN ST 70 EAU CLAIRE WI 54703 391657040 501(C)(3) 13500 COMPUTERS; FAMILY LITERACY PROGRAM ST JOHN'S UNIVERSITY HERITAGE PROGRAM PO BOX 72222 COLLEGEVILLE MN 56321 501(C)(3) 140000 PURCHASE OF ST.JOHN'S HERITAGE BIBLE UNITED CERBRAL PALSY 206 WATER ST EAU CLAIRE WI 54703 396030380 501(C)(3) 10000 FUNDRAISING 12 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 8 54479 MARKET VALUE 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): SECURITES RECEIVED FROM 8 DONORS: 175 SHS FASTENAL; 104 SHS EXXON MOBIL; 100 SHS EMERSON ELECTRIC; 100 SHS INTEGRYS; 20 SHS CITRIX; 46 SHS MEDCO; 1444.428 SHS VIRTUS EMERGING MKTS; 613.686 SHS TURNER LARGE GROWTH; 4.862 SHS ARTISAN MID CAP VALUE; 177.627 SHS ALLIANZ SMALL CAP VALUE; 9.219 SHS ASTON/FAIRPOINTE MID CAP 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 5: NET UNREALIZED LOSSES ON INVESTMENTS: -178,367. 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 EAU CLAIRE PUBLIC SCHOOLS FOUNDATION C 69281 FAIR MARKET VALUE