2012-11-14T08:59:42-06:00 2012-04-12 390758449 WIPFLI LLP 7601 FRANCE AVENUE SOUTH SUITE 400 MINNEAPOLIS MN 55435 990 2011-07-01 396041638 OSHKOSH AREA COMMUNITY FOUNDATION OSHK 9204263993 230 OHIO STREET NO 100 OSHKOSH WI 54902 EILEEN CONNOLLY-KEESLER 9204263993 2012-11-13 1 KRISTEN HAGER CPA P01359220 9525483400 2012-11-13 2011 2016-02-24 21:20:13Z X EILEEN CONNOLLY-KEESLER 230 OHIO STREET NO 100 OSHKOSH WI 54902 16625361 0 X WWW.OSHKOSHAREACF.ORG X 1928 WI TO ADDRESS AND ANTICIPATE COMMUNITY NEEDS BY PROVIDING LEADERSHIP AND COORDINATION THROUGH GRANTMAKING AND FUND DEVELOPMENT. 14 14 9 140 0 0 5197581 4309879 0 0 1770034 1442128 12087 26527 6979702 5778534 2984653 4524150 0 0 464710 508174 0 0 187014 612908 551774 4062271 5584098 2917431 194436 77250241 0 26758262 0 50491979 0 X TO ADDRESS COMMUNITY NEEDS BY PROVIDING LEADERSHIP THROUGH GRANTMAKING AND FUND DEVELOPMENT. 0 1 4971040 4067812 26527 THE ORGANIZATION DISTRIBUTES GRANTS TO RESIDENTS OR INSTITUTIONS WITHIN THE OSHKOSH AREA & ASSISTS IN THE DEVELOPMENT OF PROGRAMS FOR THE BENEFIT OF THE OSHKOSH AREA AND ITS RESIDENTS. THERE WERE OVER 85 GRANTS DISTRIBUTED TO VARIOUS ORGANIZATIONS DURING THE YEAR. 4971040 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 0 1 25 0 9 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X EILEEN CONNOLLY-KEESLER 9204263993 230 OHIO STREET SUITE 100 OSHKOSH WI 54902 MARCY COGLIANESE 1.00 X X 0 0 0 BETH WYMAN 1.00 X X 0 0 0 CATHERINE LUTHER 1.00 X X 0 0 0 PATRICK SEUBERT 1.00 X X 0 0 0 NANCY ALBRIGHT 1.00 X 0 0 0 JOHN BERMINGHAM 1.00 X 0 0 0 MIKE CASTLE 1.00 X 0 0 0 DAVE ELBING 1.00 X 0 0 0 CAROL SULLIVAN 1.00 X 0 0 0 JIM MALCZEWSKI 1.00 X 0 0 0 MARK LASKY 1.00 X 0 0 0 PETER LANG 1.00 X 0 0 0 JASON HIRSCHBERG 1.00 X 0 0 0 STEVEN SORENSON 1.00 X 0 0 0 EILEEN CONNOLLY-KEESLER 40.00 X 118067 0 35105 118067 0 35105 1 0 1 0 0 336285 133333 3840261 225185 4309879 1168025 1168025 11120930 10846827 274103 274103 274103 ADMINISTRATIVE FEES 900099 26527 26527 26527 5778534 26527 0 1442128 3975063 3975063 549087 549087 164998 91079 35804 38115 285263 159950 60699 64614 26739 12276 7006 7457 31174 17208 6765 7201 22898 11121 11777 250365 250365 31374 18837 12537 44864 24764 9736 10364 23840 13160 5173 5507 44722 24686 9705 10331 23520 5398 8778 9344 14347 7920 3113 3314 9469 5227 2055 2187 16931 16931 25978 14340 5637 6001 7437 4105 1614 1718 MISCELLANEOUS 15555 8586 3376 3593 PUBLICATION 12926 7135 2805 2986 MEMBERSHIP DUES 7548 4167 1636 1745 5584098 4971040 426044 187014 356120 0 2040411 0 13635 0 9000 0 0 0 0 0 5456 0 0 0 725797 0 59504355 0 13483589 0 956591 0 0 155287 0 77250241 0 101824 0 1065458 0 428456 0 25162524 0 26758262 0 X 49993730 0 498249 0 50491979 0 77250241 0 X 194436 -50686415 X X 0 1 1 X 0 X 6083112 5520262 4966862 5197581 4217437 25985254 6083112 5520262 4966862 5197581 4217437 25985254 2587304 23397950 1445884 1106772 1154358 1037946 1168025 5912985 65686 12087 26527 104300 32002539 517617 0.73110 0.73580 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ADMINISTRATIVE FEES SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SINCE 2007, THE OSHKOSH AREA COMMUNITY FOUNDATION TRUST (THE "TRUST") HAS BEEN OPERATED EXCLUSIVELY FOR THE BENEFIT OF THE CORPORATION. ON MAY 22, 2012 AN ORDER WAS FILED IN THE CIRCUIT COURT FOR WINNEBAGO COUNTY, WISCONSIN DIRECTING THAT THE ASSETS OF THE TRUST BE TRANSFERRED TO THE CORPORATION AND THAT THE TRUST BE TERMINATED. THE CORPORATION HAS RECEIVED ALL OF THE ASSETS OF THE TRUST. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 15883845 15883845 13215667 1087236 2545207 635859 328406 15883845 10805769 1710819 1232138 254985 278074 13215667 11699051 1292613 -1812918 210997 161980 10805769 1.00000 0 0 0 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATIONS ARE REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATIONS HAVE DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. FEDERAL INCOME TAX RETURNS FOR THE TAX YEARS ENDED 2008 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 1 ADVOCAP INC 19 W FIRST STREET PO BOX 1108 FOND DU LAC WI 549361108 391053365 501(C)(3) 30627 BARRIERS TO SELF SUFFICIENCY, PROJECT POWER AND WINNEBAGO COUNTY NUTRITION PROGRAM. ALTRUSA INTERNATIONAL CLUB OF OSHKOSH PO BOX 3833 OSHKOSH WI 549033833 391917508 501(C)(3) 6744 DISTRIBUTION TO PURCHASE HEART DEFIBRILATOR AMERICAN CANCER SOCIETY 3311 SOUTH PACKERLAND DRIVE DE PERE WI 54115 131788491 501(C)(3) 5500 RELAY FOR LIFE, DAFODIL DAYS AMERICAN RED CROSS OF EAST CENTRAL WISCONSIN 515 S WASHBURN STREET STE 201 OSHKOSH WI 549047996 530196605 501(C)(3) 17626 BRIDGES EMERGENCY ASSISTANCE PROGRAM, DISASTER PROGRAM, ARMED SERVICES EMERGENCY PROGRAM, RETIRE FUND, AND ANNUAL DISTRIBUTION AUTISM SOCIETY OF WISCONSIN PO BOX 165 TWO RIVERS WI 54241 391353925 501(C)(3) 8550 SELF ADVOCACY STRAND 2011 ASW ANNUAL CONFERENCE BEST FRIENDS OF NEENAH MENASHA 181E NORTH WATER STREET 225 NEENAH WI 54956 391260017 501(C)(3) 9500 MYSTEPS PROGRAM, COMMUNITY BASED MENTORING, AFTER-SCHOOL MENTORING, AND HIGHER EDUCATION INITIATIVE BIRCH CREEK MUSIC PERFORMANCE CENTER INC 3821 COUNTY E PO BOX 230 EGG HARBOR WI 54209 363032002 501(C)(3) 10000 ANNUAL DISTRIBUTION BIG BROTHERS BIG SISTERS OF THE FOX VALLEY REGION INC 160 S BADGER AVENUE APPLETON WI 549141661 396103907 501(C)(3) 10100 BASIC NEEDS FOR CLUB KIDS, ANNUAL DISTRIBUTION BOYS AND GIRLS CLUB OF OSHKOSH INC PO BOX 411 OSHKOSH WI 549030411 396120658 501(C)(3) 215772 ANNUAL AND QUARTERLY DISTRIBUTIONS, INTEREST DISTRIBUTION, "EMBRACE THE MAGIC" KEYSTONE CONFERENCE, KIDS WITH WET HAIR PROGRAM, TRANSPORTATION FOR CLUB KIDS, TUITION, BOOKS AND INTERIM CLASS REIMBURSEMENT, NURSING PROGRAM EQUIPMENT, ONE CAMPAIGN, KIDS TO CAMP, CLUB MOM PROGRAM, KIDS SAFE, SUMMER ARTS PROGRAM, AFTER SCHOOL PROGRAM, SPONSER A KID PROGRAM, POSITIVE ALTERNATIVES TO GANG ENGAGEMENT, ROOF REPAIR, GIRL POWER & GIRLS FIT RIGHT/SMART MOVES CAP SERVICES INC 17 PARK PLACE SUITE 950 APPLETON WI 54915 391080897 501(C)(3) 25000 SKILLS ENHANCEMENT PROGRAM, POVERTY SIMULATION CATHOLIC FOUNDATION OF THE DIOCESE OF GREEN BAY 1910 S WEBSTER AVENUE PO BOX 23825 GREEN BAY WI 543053825 391924921 501(C)(3) 25000 DISTRIBUTION CATHOLIC RELIEF SERVICES PO BOX 17145 BALTIMORE MD 21297 135563422 501(C)(3) 12000 DISTRIBUTION CENTER FOR APPLIED RESEARCH 549 HIGH AVENUE OSHKOSH WI 54901 391805963 501(C)(3) 6500 MENTORING AND TUTORING ADMINISTRATION CHRISTINE ANN DOMESTIC ABUSE SERVICES INC PO BOX 99 NEENAH WI 549560099 391441770 501(C)(3) 246727 ANNUAL DISTRIBUTION, CHILDREN AND TEEN PROGRAMS, CRISIS ADVOCACY SERVICES, DOMESTIC VIOLENCE, DENTAL PROGRAM, CAMPERSHIPS FOR YOUTH AFFECTED BY DOMESTIC ABUSE, EMERGENCY SHELTER & ADVOCACY SERVICES, GREEN LAKE COUNTY RURAL OUTREACH PROGRAM, TO ASSIST IN REMOVING BARRIERS FOR WOMEN & CHILDREN, HAPPY HEART HAPPY HOME 2011 CALENDAR, SAFE LOCKS PROJECT, CRISIS ADVOCACY SERVICES, CHILDREN AND TEEN PROGRAM, "CHOICES AND CONSEQUENCES", YOUTH ADVOCACY FOR TEEN BOYS PILOT PROJECT, RACE FOR THE LIGHTS TEAM, AND POWER OF 10 - DENTAL ASSISTANCE PROGRAM CITY OF GREEN LAKE 534 MILL STREET PO BOX 216 GREEN LAKE WI 549415044 115 222421 DEACON MILLS WHARF PROJECT CLARITY CARE INC 424 WASHINGTON AVE OSHKOSH WI 549015044 391569283 501(C)(3) 36833 HELP AT HOME PROGRAM COMMUNITY FOR HOPE OF GREATER OSHKOSH 36 BROAD STREET 140 OSHKOSH WI 549015259 421532927 501(C)(3) 17476 BRIGHT STARTS FACE OFF EVENT COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 4455 W LAWRENCE STREET PO BOX 563 APPLETON WI 549120563 391548450 501(C)(3) 6720 OSHKOSH BACKPACKS FOR KIDS SUPPLIES DAY BY DAY WARMING SHELTER INC 449 HIGH AVENUE OSHKOSH WI 54901 275557420 501(C)(3) 26386 DAY BY DAY WARMING SHELTER SUPPORT EAA AVIATION FOUNDATION 3000 POBEREZNY ROAD OSHKOSH WI 54902 391033301 501(C)(3) 44221 DISTRIBUTION EVERGREEN FOUNDATION INC 1130 N WESTFIELD ST OSHKOSH WI 54902 391388991 501(C)(3) 7050 ANNUAL LBS:AOA SCHOLARSHIP FUND DISTRIBUTION FATHER CARR'S PLACE 2B LTD 1965 OSHKOSH AVENUE OSHKOSH WI 549022600 391334342 501(C)(3) 8500 STOCK THE SHELVES CAMPAIGN FEEDING AMERICA EASTERN WISCONSIN 1700 W FOND DU LAC AVENUE MILWAUKEE WI 53205 391384593 501(C)(3) 8500 STOCK THE SHELVES CAMPAIGN FIRST CONGREGATIONAL CHURCH 137 ALGOMA BOULEVARD OSHKOSH WI 54901 501(C)(3) 26913 DISTRIBUTION FIRST PRESBYTERIAN CHURCH OSHKOSH 110 CHURCH AVENUE OSHKOSH WI 549014746 390807226 501(C)(3) 45771 DISTRIBUTION FOX CITIES COMMUNITY HEALTH CENTER 1814 APPLETON ROAD MENASHA WI 54952 202090446 501(C)(3) 6475 TRI-COUNTY CONSORTIUM FOR THE TREATMENT OF JUVENILE SEX OFFENDORS GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES INC 4693 N LYNNDALE DRIVE APPLETON WI 549139614 390816897 501(C)(3) 19000 PROGRAM AIDE TRAINING, SUMMER CAMP ADVENTURES, GIRL SCOUT LEADERSHIP EXPERIENCE, TEEN LEADERSHIP OPPORTUNITIES GREEN LAKE AREA CHAMBER OF COMMERCE 550 MILL STREET PO BOX 337 GREEN LAKE WI 549410337 391167951 501(C)(6) 8185 FOURTH OF JULY CELEBRATION, UW BAND-FAMILY PICNIC NIGHT GREEN LAKE COUNTY DEPARTMENT OF HEALTH & HUMAN SERVICES 550 MILL STREET PO BOX 337 GREEN BAY WI 549410337 396005700 115 39500 FOOD PANTRY PROGRAM HABITAT FOR HUMANITY OF OSHKOSH INC 1640 S KOELLER STREET PO BOX 2692 OSHKOSH WI 549032692 391657039 501(C)(3) 100543 CHALLENGE GRANT JUNIOR ACHIEVEMENT OF WISCONSIN INC - FOX CITIES & OSHKOSH 300 N APPLETON ST APPLETON WI 54911 390826295 501(C)(3) 17900 OSHKOSH JUNIOR ACHIEVEMENT PROGRAM, EXCELLENCE THROUGH ETHICS, DISTRIBUTION LAWRENCE UNIVERSITY 711 E BOLDT WAY APPLETON WI 54911 390806297 501(C)(3) 86941 DISTRIBUTION LIVING HEALTHY COMMUNITY CLINIC CO UW OSHKOSH COLLEGE OF NURSING 510 DOCTORS COURT OSHKOSH WI 549015044 391805963 501(C)(3) 41802 LIVING HEALTHY COMMUNITY CLINIC PROGRAM LUTHERAN HOMES OF OSHKOSH INC 225 N EAGLE STREET OSHKOSH WI 549024125 391032234 501(C)(3) 10500 IT'S NOT TOO LATE SYSTEM MOST BLESSED SACRAMENT PARISH 449 HIGH STREET OSHKOSH WI 54901 391924921 501(C)(3) 171600 BARTON ORGAN UPGRADING/REPAIRS RENOVATIONS FOR ST. MARY'S CHURCH SITE MERCY HEALTH FOUNDATION 500 S OAKWOOD ROAD PO BOX 3370 OSHKOSH WI 549033370 237140261 501(C)(3) 139621 LIVING HEALTH CLINIC, PHYLLIS LEACH BREAST CANCER CENTER, EMERGENCY FUND, FITNESS FOR PHYSICALLY CHALLENGED PROGRAM, PARTNERS FOR HEALTH CAMPAIGN NAMI OF THE FOX VALLEY 516 W SIXTH STREET APPLETON WI 54911 391545497 501(C)(3) 7500 ANNUAL DISTRIBUTION NATIONAL ALLIANCE MENTAL ILL OF OSHKOSH PO BOX 3303 OSHKOSH WI 549033303 391319759 501(C)(3) 5000 ANNUAL DISTRIBUTION OSHKOSH AREA COMMUNITY PANTRY 2551 JACKSON STREET OSHKOSH WI 549015044 263714702 501(C)(3) 92298 STOCK THE SHELVES CAMPAIGN, ANNUAL DISTRIBUTION, BREAD FOR TOMORROW, OSHKOSH COMMUNITY FOOD PROGRAM, CANSTRUCTION EVENT, FEMININE HYGIENE PROJECTS OSHKOSH AREA HUMANE SOCIETY INC 1925 SHELTER COURT OSHKOSH WI 549012091 391709813 501(C)(3) 101579 ANNUAL DISTRIBUTION, OTHER DISTRIBUTIONS, BEST BUDDY PROGRAM, PETS FOR SENIORS PROGRAM OSHKOSH AREA SCHOOL DISTRICT 215 S EAGLE STREET PO BOX 3048 OSHKOSH WI 549033048 391414354 115 44174 GET A JOB! IMPROVING EMPLOYABILITY THROUGH TECHNOLOGY, GREEN MACHINE: EXPLORING THE BENEFITS OF UW-OSHKOSH'S BIODIGESTER, SMART BOARDS IN THE CLASSROOM, BIOTECHNOLOGY IN THE CLASSROOM, SPARTAN NETWORK CLUB: EVERYONE GETS THE CHANCE TO BLOOM, PUMP UP THE VOLUME: FACILITATING VOLUME READING, LIGHTS, CAMERA --- REFLECTION, "SILENT SUSTAINED READING IN COMFORT", MEANINGFUL MANIPULATIVES: BUILDING VOCABULARY FOR GREATER COMPREHENSION, TEAM (TECHNOLOGY ENRICHES ADOLESCENTS UNDERSTANDING OF MATHEMATICS), RUDOY AWARDS, DISTRIBUTION, PARTNERS IN LITERACY PROGRAM OSHKOSH AREA UNITED WAY 36 BROAD STREET 100 OSHKOSH WI 549012091 391017908 501(C)(3) 76544 LIFE STUDY BREAKFAST MEETING TO REPORT ON FINDINGS, BUILDING IMPROVEMENTS TO THE HOOPER COMMUNITY CENTER, 2010 ANNUAL CAMPAIGN, MONEY SMART WEEK PROGRAM, DISTRIBUTIONS AND CONTRIBUTIONS OSHKOSH COMMUNITY YMCA 324 WASHINGTON AVENUE OSHKOSH WI 549015042 390878909 501(C)(3) 11184 STRONG KIDS PROGRAM, SUMMER FUN CLUB, POWER OF 10 SINGLE MOMS/STRONG MOMS COLLABORATION, LEGACY FUND CAMPAIGN, STRONG MOM'S, TEEN ADVENTURE PROGRAM, ANNUAL DISTRIBUTION OSHKOSH NORTH HIGH SCHOOL 1100 W SMITH AVENUE OSHKOSH WI 54901 391414354 501(C)(3) 24550 PROGRAM SUPPORT OSHKOSH NORTHWESTERN 224 STATE STREET OSHKOSH WI 54901 5964 PARTNERS IN LITERACY PROGRAM OSHKOSH OPERA HOUSE FOUNDATION 222 PEARL AVENUE PO BOX 1004 OSHKOSH WI 549031004 391569883 501(C)(3) 25570 STAND WITH THE GRAND 2011, ANNUAL SUPPORT FOR THE PRODUCER'S CIRCLE HEARING LOOP-TURN KEY INSTALLATION, DISTRIBUTION FOR DISCOVERY SERIES - EVENING OF STARS MENTOR AWARD - CAROLYN BLASSINGAME, GRAND LOUNGE PROJECT, THE GRAND GOES GOTHIC, ANNUAL DISTRIBUTION OSHKOSH PUBLIC LIBRARY 106 WASHINGTON AVENUE OSHKOSH WI 549030785 396005563 115 15960 LARGE PRINT AND BOOKS ON CD FOR THE HOME DELIVERY SERVICE, FOURTH GRADE BOOK PROJECT, ANNUAL DISTRIBUTION OSHKOSH PUBLIC MUSEUM 1331 ALGOMA BOULEVARD OSHKOSH WI 549012799 396005563 115 8208 CONSERVATION OF A CIVIL WAR FLAG, FOR THE OSHKOSH MUSEUM EXHIBITION FUND, ANNUAL STORAGE FEE FOR HIWELA ARTIFACTS, BLING EXHIBIT, ANNUAL DISTRIBUTION OSHKOSH ROTARY CLUB PO BOX 785 OSHKOSH WI 549030785 390520365 115 5535 DISTRIBUTION OSHKOSH SENIORS CENTER 200 N CAMPBELL ROAD OSHKOSH WI 549023430 391460106 501(C)(3) 10100 ANNUAL DISTRIBUTION, EQUIPMENT FOR FITNESS CENTER OSHKOSH SYMPHONY ORCHESTRA INC 222 PEARL AVENUE PO BOX 522 OSHKOSH WI 549030522 396059075 501(C)(3) 7900 SEPTEMBER 11TH TRIBUTE CONCERT,SUPPORT FOR THE 2010 - 2011 SEASON, AND DISTRIBUTIONS OSHKOSH WEST HIGH SCHOOL 375 N EAGLE STREET OSHKOSH WI 54902 391414354 501(C)(3) 10500 POWER OF 10 GIRL TALK PROGRAM OSHKOSH CITY OF 215 CHURCH STREET PO BOX 1130 OSHKOSH WI 549031130 396005563 115 147084 TAKING ROOT PROJECT, IP CAMERAS, SPONSORSHIP OF A BENCH FOR STEIGER PARK, LOW INCOME PROGRAM FOR SEASON PASSES, LEACH AMPHITHEATER IMPROVEMENTS, ZOO OPERATIONS FOR 2010 AND REVENUE FACILITIES MANAGER SALARY FOR 2010, DOWNTOWN BEAUTIFICATION PROJECT PEACE LUTHERAN CHURCH 240 W 9TH AVENUE OSHKOSH WI 54902 390813422 501(C)(3) 8000 TREASURE CHEST OF MUSIC, GENERAL FUND PHEASANTS FOREVER INC FOX RIVER VALLEY CHAPTER#585 115 OVERLAND TRAIL OSHKOSH WI 549047996 501(C)(3) 9000 TO PURCHASE VACANT LAND ALONG THE WAUPACA/WINNEBAGO COUNTY LINES REACH COUNSELING SERVICES 1370 S COMMERCIAL STREET NEENAH WI 54956 391292277 501(C)(3) 18720 SEXUAL ABUSE TREATMENT PROGRAM, WINNEBAGO COUNTY PREVENTION EDUCATION PROGRAM, UWO SEXUAL ASSAULT THERAPY GROUP RELEVANT RADIO PO BOX 10707 GREEN BAY WI 543070707 392003067 501(C)(3) 11000 2011 DAY SPONSORSHIP SALVATION ARMY-OSHKOSH 417 ALGOMA BOULEVARD OSHKOSH WI 54901 362167910 501(C)(3) 16757 STOCK THE SHELVES CAMPAIGN, ANNUAL DISTRIBUTION THE PAINE ART CENTER AND GARDENS 1410 ALGOMA BOULEVARD OSHKOSH WI 549012719 390785483 501(C)(3) 645980 PRESIDENT'S CIRCLE SUPPORT, ACTIVITIES FOR THE NATURE EXPLORATION STATION, DIRECTOR'S CIRCLE SUPPORT, GARDEN KALEIDOSCOPE, NORMAN ROCKWELL EXHIBITION, ANNUAL DISTRIBUTION THE ROTARY FOUNDATION 1560 SHERMAN AVENUE EVANSTON IL 60201 363245072 501(C)(3) 29432 DISTRIBUTION FOR FATHER WALLY WATER PROJECT THRASHER OPERA HOUSE CORPORATION 510 MILL STREET PO BOX 4 GREEN LAKE WI 549410004 391915602 501(C)(3) 7050 THRASHER CENTENNIAL FINALE, MISSOULA CHILDREN'S THEATRE RESIDENCIES TOWN OF VINLAND 6085 COUNTY T OSHKOSH WI 549047996 522018216 115 75000 FOR NEW FIRE TRUCK TRI-COUNTY COMMUNITY DENTAL CLINIC INC 9 TRI-PARK WAY APPLETON WI 549141661 470862462 501(C)(3) 178287 FOCUS ON THE CHILDREN UNIFIED CATHOLIC SCHOOLS OF OSHKOSH 110 N SAWYER STREET OSHKOSH WI 54902 391358583 501(C)(3) 89985 DEVELOPING FEMALE LEADERS THROUGH MUSIC, ANNUAL DISTRIBUTION UNIVERSITY OF WISCONSIN OSHKOSH HEAD START 515 EAST PARKWAY OSHKOSH WI 54901 396076856 501(C)(3) 83000 WINTER CLOTHING SUPPORTING SELF-SUFFICIENCY UW-GREEN BAY FINANCIAL AID OFFICE FINANCIAL AID OFFICE 2420 NICOLET DRIVE GREEN BAY WI 54311 391805963 115 33122 LIFE STUDIES OSHKOSH PROJECT WATERFEST PO BOX 2406 OSHKOSH WI 549032406 391763649 501(C)(3) 52700 2011 PROGRAM SUPPORT, DISTRIBUTION WINNEBAGO CONFLICT RESOLUTION CENTER 415 JACKSON STREET OSHKOSH WI 54901 391677314 501(C)(3) 13653 MEDIATION SERVICES FOR LOW-MODERATE INCOME CITY OF OSHKOSH RESIDENCE WINNEBAGO COUNTY HISTORICAL & ARCHAEOLOGICAL SOCIETY 234 CHURCH AVENUE OSHKOSH WI 54901 396413661 501(C)(3) 9101 DISTRIBUTION WINNEBAGO COUNTY LITERACY COUNCIL 106 WASHINGTON AVENUE OSHKOSH WI 549014985 391679291 501(C)(3) 32550 ONE TO ONE ADULT TUTORING, COLLABORATION COMMUNITY LEARNING PROGRAMS, ADULT AND FAMILY LITERACY TUTORING PROGRAM, TUTORING FOR 1 ADULT FOR A YEAR WINNECONNE COMMUNITY SCHOOL DISTRICT 233 S THIRD AVENUE PO BOX 5000 WINNECONNE WI 549865000 396005270 115 6000 TEACHER RESOURCE GRANT FOR APPLE IPOD LEARNING LAB, CLASSROOM RESOURCE TEACHING GRANTS, UPGRADING THE SOUND SYSTEM FOR WINNECONNE H.S. 59 11 SCHOLARSHIPS 131 549087 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: IN MONITORING GRANTS, THE PROGRAM OFFICER REQUESTS A FINAL REPORT FOR ALL UNRESTRICTED AND FIELD OF INTEREST GRANTS AT THE END OF THEIR GRANT PERIOD. 0 0 0 0 0 0 0 0 0 EILEEN CONNOLLY-KEESLER 112442 0 5625 0 0 0 5127 0 29978 0 153172 0 0 0 X 9 225185 FAIR MARKET VALUE 0 0 1 1 THIRD PARTY USE: PART I, LINE 32B: OUR ORGANIZATION HAS BROKERS TO SELL STOCK WHEN WE RECEIVE THE ACTUAL STOCK CERTIFICATES. WE USE A REALTOR TO SELL LAND THAT WE RECEIVE. CASH AND CASH EQUIVILENTS 2012-04-12 2262381 NBV 392034571 OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION 230 OHIO STREET STE 100 OSHKOSH WI 54902 501(C)(3) PLEDGES RECEIVABLE 2012-04-12 117000 NBV 392034571 OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION 230 OHIO STREET STE 100 OSHKOSH WI 54902 501(C)(3) ACCRUED INVESTMENT INCOME 2012-04-12 42819 NBV 392034571 OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION 230 OHIO STREET STE 100 OSHKOSH WI 54902 501(C)(3) PREPAID ASSETS 2012-04-12 73657 NBV 392034571 OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION 230 OHIO STREET STE 100 OSHKOSH WI 54902 501(C)(3) INVESTMENTS 2012-04-12 70740979 NBV 392034571 OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION 230 OHIO STREET STE 100 OSHKOSH WI 54902 501(C)(3) PROPERTY AND EQUIPMENT - NET 2012-04-12 712595 NBV 392034571 OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION 230 OHIO STREET STE 100 OSHKOSH WI 54902 501(C)(3) OTHER ASSETS 2012-04-12 2034098 NBV 392034571 OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION 230 OHIO STREET STE 100 OSHKOSH WI 54902 501(C)(3) 0 0 0 0 1 1 1 1 0 0 IN JANUARY 2006 THE OSHKOSH AREA COMMUNITY FOUNDATION - FEIN 39-6041638 AND THE OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION- FEIN 39-2034571 REQUESTED, FROM THE INTERNAL REVENUE SERVICE RECLASSIFICATION, UNDER TREASURY REGULATIONS 1.170A-9(E)(11). THE ENTITIES SATISFIED THE REQUIREMENTS TO BE TREATED AS A SINGLE ENTITY AND THE FUNDS WITHIN EITHER OF SUCH ORGANIZATION WHICH OTHERWISE MET THE REQUIREMENTS OF TREASURY REGULATIONS SECTION 1.170-(9)(E)(II) WOULD HAVE BEEN TREATED AS COMPONENT PARTS OF A SINGLE COMMUNITY TRUST IF PERMISSION WAS RECEIVED. ONE OF THE RESULTS OF THE DETERMINATION WOULD HAVE BEEN TO ELIMINATE THE FORM 990 FILING REQUIREMENT FOR THE OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION. THE ORGANIZATIONS WERE SUBSEQUENTLY INSTRUCTED IN A LETTER DATED NOVEMBER 30, 2006, IN ERROR, TO FILE A GROUP FORM 990 UNDER TREASURY REGULATIONS SECTIONS 1.6033-2 WITH THE OSHKOSH AREA COMMUNITY FOUNDATION INCLUDING THE OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION AS ITS LOCAL ORGANIZATION.THE TAXPAYERS ARE EACH FILING A SEPARATE RETURN INDICATING THE ACTIVITIES OF BOTH ENTITIES AND THE INTENT THAT OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION QUALIFIES FOR TREATMENT AS A COMPONENT PART OF THE OSHKOSH AREA COMMUNITY FOUNDATION. NOTE THAT THE YEAR ENDED 6/30/12 IS THE FINAL RETURN OF THE FOUNDATION WHICH HAS BEEN DISSOLVED. CHANGES IN PROGRAM SERVICES FORM 990, PART III, LINE 3 SINCE 2007, THE OSHKOSH AREA COMMUNITY FOUNDATION TRUST (THE "TRUST") HAS BEEN OPERATED EXCLUSIVELY FOR THE BENEFIT OF THE CORPORATION. ON MAY 22, 2012 AN ORDER WAS FILED IN THE CIRCUIT COURT FOR WINNEBAGO COUNTY, WISCONSIN DIRECTING THAT THE ASSETS OF THE TRUST BE TRANSFERRED TO THE CORPORATION AND THAT THE TRUST BE TERMINATED. THE CORPORATION HAS RECEIVED ALL OF THE ASSETS OF THE TRUST. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE REVIEWS FORM 990 AND THEN THE FORM 990 GOES BEFORE THE FULL BOARD TO BE REVIEWED AND APPROVED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST FORM IS COMPLETED ANNUALLY AND KEPT ON FILE. DURING BOARD MEETINGS, BOARD MEMBERS WHO HAVE A RELATIONSHIP WITH AN ISSUE BEING REVIEWED DO NOT VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES NATIONAL DATA FROM THE NATIONAL COUNCIL ON FOUNDATIONS AS WELL AS LOCAL DATA FROM THE OSHKOSH CHAMBER OF COMMERCE SURVEYS TO DETERMINE COMPENSATION FOR TOP MANAGEMENT OFFICIALS AND OTHER OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS COPIES IN THE OFFICE FOR INSPECTION. THE ORGANIZATION WILL SEND A COPY TO AN INDIVIDUAL UPON REQUEST. THE ORGANIZATION ALSO HAS SOME DOCUMENTS AVAILABLE ON THE ORGANIZATION'S WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: CHANGE IN NET ASSETS FOR TRANSFER TO OSHKOSH AREA COMMUNITY FOUNDATION CORP -50,686,415. TOTAL TO FORM 990, PART XI, LINE 5: -50,686,415. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. FILING INSTRUCTIONS IN JANUARY 2006 THE OSHKOSH AREA COMMUNITY FOUNDATION - FEIN 39-6041638 AND THE OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION- FEIN 39-2034571 REQUESTED, FROM THE INTERNAL REVENUE SERVICE RECLASSIFICATION, UNDER TREASURY REGULATIONS 1.170A-9(E)(11). THE ENTITIES SATISFIED THE REQUIREMENTS TO BE TREATED AS A SINGLE ENTITY AND THE FUNDS WITHIN EITHER OF SUCH ORGANIZATION WHICH OTHERWISE MET THE REQUIREMENTS OF TREASURY REGULATIONS SECTION 1.170-(9)(E)(II) WOULD HAVE BEEN TREATED AS COMPONENT PARTS OF A SINGLE COMMUNITY TRUST IF PERMISSION WAS RECEIVED. ONE OF THE RESULTS OF THE DETERMINATION WOULD HAVE BEEN TO ELIMINATE THE FORM 990 FILING REQUIREMENT FOR THE OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION. THE ORGANIZATIONS WERE SUBSEQUENTLY INSTRUCTED IN A LETTER DATED NOVEMBER 30, 2006, IN ERROR, TO FILE A GROUP FORM 990 UNDER TREASURY REGULATIONS SECTIONS 1.6033-2 WITH THE OSHKOSH AREA COMMUNITY FOUNDATION INCLUDING THE OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION AS ITS LOCAL ORGANIZATION. THE TAXPAYERS ARE EACH FILING A SEPARATE RETURN INDICATING THE ACTIVITIES OF BOTH ENTITIES AND THE INTENT THAT OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION QUALIFIES FOR TREATMENT AS A COMPONENT PART OF THE OSHKOSH AREA COMMUNITY FOUNDATION. NOTE THAT THE YEAR ENDED 6/30/12 IS THE FINAL RETURN OF THE FOUNDATION WHICH HAS BEEN DISSOLVED. OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION 230 OHIO STREET SUITE 100 OSHKOSH WI 54902 392034571 SERVE THE NEEDS OF THE CITY OF OSHKOSH AND ITS RESIDENTS WI 501(C)(3) 170(B)(1)(A)(VI) N/A 0 OSHKOSH AREA COMMUNITY PROPERTY CORPORATION 230 OHIO STREET SUITE 100 OSHKOSH WI 54902 272441813 CONTRIBUTED PROPERTY MANAGEMENT WI 501(C)(3) LINE 11A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0