2012-04-25T15:16:41-05:00 2011-12-31 710959317 RUSSELL & ASSOCIATES LLC 111 RIVERFRONT SUITE 401 WINONA MN 55987 990 2011-01-01 363500853 WINONA COMMUNITY FOUNDATION WINO 5074546511 51 EAST 4TH ST NO 314 WINONA MN 55987 BETTINA ANDERSON 5074546511 2012-04-19 1 LYNDA S RICKOFF P00612598 5074523100 2012-04-19 2011 2016-02-24 21:20:13Z BETTINA ANDERSON 51 EAST 4TH ST NO 314 WINONA MN 55987 3431446 0 X WWW.WINONACOMMUNITYFOUNDATION.ORG X 1987 MN TO IMPROVE THE QUALITY OF LIFE IN THE WINONA AREA BY: EDUCATING THE PUBLIC ABOUT THE PRACTICE OF PHILANTHROPHY AND ITS BENEFITS BOTH TO DONORS AND TO THE COMMUNITY; CONNECTING PEOPLE WITH CHARITABLE INTENT AND RESOURCES WITH ORGANIZATIONS AND CAUSES THAT CAN ADVANCE THE PUBLIC GOOD; GATHERING, PRESERVING, AND STEWARDING PHILANTHROPIC RESOURCES; COLLABORATING WITH OTHER CHARITABLE ORGANIZATIONS; SERVING AS A CATALYST FOR SELECTED COMMUNITY INITIATIVES; AND MAKING GRANTS TO PROJECTS AND CAUSES THAT ADDRESS BOTH THE NEEDS AND THE OPPORTUNITIES PRESENT IN THE COMMUNITY. 15 11 4 300 0 0 419922 536605 0 0 302800 322105 8337 11427 731059 870137 982107 977270 0 0 109602 127978 0 0 22664 103604 154072 1195313 1259320 -464254 -389183 10159094 9970889 812750 1105978 9346344 8864911 X TO IMPROVE THE QUALITY OF LIFE IN THE WINONA AREA BY: EDUCATING THE PUBLIC ABOUT THE PRACTICE OF PHILANTHROPHY AND ITS BENEFITS BOTH TO DONORS AND TO THE COMMUNITY; CONNECTING PEOPLE WITH CHARITABLE INTENT AND RESOURCES WITH ORGANIZATIONS AND CAUSES THAT CAN ADVANCE THE PUBLIC GOOD; GATHERING, PRESERVING, AND STEWARDING PHILANTHROPIC RESOURCES; COLLABORATING WITH OTHER CHARITABLE ORGANIZATIONS; SERVING AS A CATALYST FOR SELECTED COMMUNITY INITIATIVES; AND MAKING GRANTS TO PROJECTS AND CAUSES THAT ADDRESS BOTH THE NEEDS AND THE OPPORTUNITIES PRESENT IN THE COMMUNITY. 0 0 1097853 977270 CONNECTING DONORS WITH CHARITABLE NEEDS THROUGH DILIGENT STEWARDING OF DONATIONS, WINONA COMMUNITY FOUNDATION CONTINUED TO FOSTER ITS MISSION IN 2011 WITH OVER 320 GRANTS DISBURSED. THE FOUNDATION CONTINUES TO GROW ITS CAPACITY TO NOT ONLY MANAGE AND ADMINISTER CHARITABLE DOLLARS, BUT ALSO PARTNER FUTURE GIFTS WITH NEW IDENTIFIED NEEDS, AS WELL AS BETTER ADVOCATE AND FACILITATE COMMUNITY CONVERSATIONS ON SUCH NEEDS TO ENSURE THE MOST IMPACT IN THE USE OF THESE CHARITABLE GIFTS. 1097853 1 1 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 1 10 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 15 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X X THE ORGANIZATION 5074546511 51 EAST 4TH ST NO 314 WINONA MN 55987 MIKE ALLEN 2.00 X X 0 0 0 STEVE BLUE 1.00 X 0 0 0 JUDY DAVIS 2.00 X X 0 0 0 SANDRA BURKE 2.00 X X 0 0 0 DAN FLORNESS 1.00 X 0 0 0 DONNA HELBLE 2.00 X X 0 0 0 GABE MANRIQUE 4.00 X X 0 0 0 DAN TRAINOR III 1.00 X 0 0 0 ANDREA HERCZEG 1.00 X 0 0 0 JENNIFER KNAPP 1.00 X 0 0 0 GARRY WATTS 1.00 X 0 0 0 TOM WYNN 1.00 X 0 0 0 SHELLEY MILEK 1.00 X 0 0 0 TEDD MORGAN 1.00 X 0 0 0 ANDY BLOMSNESS 1.00 X 0 0 0 BETTINA ANDERSON 40.00 X 45423 0 2971 45423 0 2971 0 0 0 0 0 177631 358974 36186 536605 246663 246663 2583534 2508092 75442 75442 75442 63964 177631 53217 10747 10747 RESTITUTION 900099 680 680 680 870137 680 0 332852 977270 977270 50436 13424 35681 1331 61503 14492 43585 3426 2969 737 2108 124 1978 491 1404 83 11092 2753 7874 465 500 500 19420 19420 28099 28099 943 237 662 44 3314 1032 2205 77 3938 232 3639 67 10052 2529 7053 470 3541 709 2832 1899 270 1355 274 5047 2278 2596 173 2144 539 1505 100 PROGRAM EXPENSES 50715 50715 INDIRECT COST OF SPECIA 15787 15787 TELEPHONE 2561 580 1873 108 MEMBERSHIP DUES 2185 860 1325 3927 606 3186 135 1259320 1097853 138803 22664 15956 3300 308981 352840 125000 1970 3489 43952 23467 7564 20485 8583013 9590775 1116610 10159094 9970889 12017 24967 800733 1081011 812750 1105978 X 3595999 3126948 4426332 4410648 1324013 1327315 9346344 8864911 10159094 9970889 X -389183 -92250 X X 0 1 1 X 0 X 963052 1517510 1205652 419922 536605 4642741 963052 1517510 1205652 419922 536605 4642741 2126960 2515781 597809 326958 229633 222996 246663 1624059 7573 18792 17609 43974 364 200 1401 3220 680 5865 6316639 293491 0.39830 0.39150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44 128290 626146 2521123 1 1 1507895 25124 18731 500 1551250 1347939 4165 158479 2679 9 1507895 1115861 17524 216254 1700 1347939 1519804 2178 -386121 20000 1115861 1 0 43952 23467 20485 20485 AGENCY FUNDS 1081011 1081011 870137 1259320 -389183 -88792 -3458 -92250 -481433 777887 -88792 -3458 -92250 870137 0 870137 1259320 0 1259320 0 1259320 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: INCOME FROM ENDOWMENT FUNDS ARE TO BE USED FOR DONOR-DESIGNATED PURPOSES OR FOR CHARITABLE PURPOSES AS DETERMINED BY THE BOARD OF DIRECTORS WHEN THERE IS NO DONOR RESTRICTION. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -3,458. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -3,458. MIDWEST MUSIC FEST 35441 22840 12601 368 15325 2853 ROAD RACE 110248 103320 6928 4400 117 4898 5 95906 51471 44435 410 2181 13344 2800 6521 241595 177631 63964 4400 410 2549 13461 18125 14272 53217 10747 1 GREAT RIVER SHAKESPEARE FESTIVAL 79 E 3RD ST WINONA MN 55987 010765907 501(C)(3) 41800 SUPPORT FOR THE PERFORMANCES COTTER HIGH SCHOOL AND JUNIOR HIGH SCHOOL 1115 W BROADWAY WINONA MN 55987 411653997 501(C)(3) 143317 GENERAL SUPPORT APPLE TREE DENTAL 8960 SPRINGBROOK DRVIE SUITE 150 COON RAPIDS MN 55433 363411437 501(C)(3) 19000 GENERAL SUPPORT WINONA AREA PUBLIC SCHOOLS FOUNDATION 1570 HOMER RD WINONA MN 55987 411707738 GOVERNMENT 18050 GENERAL SUPPORT WINONA AREA PUBLIC SCHOOLS 901 GILMORE AVE WINONA MN 55987 416004759 GOVERNMENT 59300 TRACK & FIELD PROJECT, GENERAL SUPPORT FAMILY AND CHILDRENS CENTER 1707 MAIN ST LACROSSE WI 54601 390821863 501(C)(3) 16000 GENERAL SUPPORT WINONA COUNTY READY SET SCHOOL 202 W 3RD ST WINONA MN 55987 416005926 501(C)(3) 12000 SCHOOL SUPPLIES FOR THE UNDERPRIVILEDGED & COUNTY FAIR WINONA FAMILY YMCA 207 WINONA ST WINONA MN 55987 410693890 501(C)(3) 8800 GENERAL SUPPORT WINONA-DAKOTA UNITY ALLIANCE 502 W BROADWAY WINONA MN 55987 030560102 501(C)(3) 5200 DAKOTA GATHERING & CAPITAL FOR A DAY WINONA COUNTY HISTORICAL SOCIETY 160 JOHNSON ST WINONA MN 55987 410789385 501(C)(3) 22100 GENERAL SUPPORT GAMEHAVEN COUNCIL INC BOY SCOUTS OF AMERICA 1124 11 1/2 ST SE ROCHESTER MN 55904 410698309 501(C)(3) 9840 GENERAL SUPPORT YMCA CAMP OLSON 4160 LITTLE BOY RD NE LONGVILLE MN 56655 410967781 501(C)(3) 11500 GENERAL SUPPORT WINONA STATE UNIVERSITY FOUNDATION WINONA STATE UNIVERSITY WINONA MN 55987 237079002 501(C)(3) 57132 GENERAL SUPPORT AMERICAN RED CROSS-WINONA COUNTY CHAPTER 1660 KRAEMER DR WINONA MN 55987 410734755 501(C)(3) 8096 EMERGENCY ASSISTANCE JUNIOR ACHIEVEMENT 1800 WHITE BEAR AVE NORTH MAPLEWOOD MN 55109 411424988 501(C)(3) 5025 GENERAL SUPPORT MARQUETTE UNIVERSITY 1250 W WISCONSIN AVE MILWAUKEE WI 53233 390806251 501(C)(3) 25000 GENERAL SUPPORT CATHOLIC CHARITIES - WINONA DIOCESE PO BOX 379 WINONA MN 55987 410721636 501(C)(3) 40735 EMERGENCY ASSISTANCE SAINT MARY'S UNIVERSITY OF MINNESOTA 700 TERRACE HEIGHTS WINONA MN 55987 410695527 501(C)(3) 29750 GENERAL SUPPORT PLEASANT VALLEY EVANGELICAL FREE CHURCH 1363 HOMER ROAD WINONA MN 55967 410971542 501(C)(3) 12600 GENERAL SUPPORT HOME & COMMUNITY OPTIONS 66 E 3RD ST WINONA MN 55987 411278194 501(C)(3) 7300 GENERAL SUPPORT BLUFF COUNTY FAMILY RESOURCES 114 MAIN ST HOKAH MN 55941 411502808 501(C)(3) 16882 EMERGENCY ASSISTANCE BLUFFVIEW MONTESSORI 1321 GILMORE AVE WINONA MN 55987 410721636 501(C)(3) 16494 GENERAL SUPPORT WINONA AREA CATHOLIC SCHOOLS 602 E 5TH ST WINONA MN 55987 411559427 501(C)(3) 20151 GENERAL SUPPORT SEMCAC 204 E ELM ST RUSHFORD MN 55971 410907135 501(C)(3) 18411 EMERGENCY ASSISTANCE SOUTHEAST MINNESOTA RURAL EDUCATION 106 E 11TH ST ST CHARLES MN 55972 411603419 501(C)(3) 9126 GENERAL SUPPORT IMMACULATE HEART OF MARY SEMINARY 700 TERRACE HEIGHTS WINONA MN 55987 410773780 501(C)(3) 6000 GENERAL SUPPORT WINONA ORC INDUSTRIES INC 1053 E MARK ST WINONA MN 55987 411225014 501(C)(3) 30150 GENERAL SUPPORT WINONA VOLUNTEER SERVICES 416 E 2ND ST WINONA MN 55987 237376207 501(C)(3) 44934 EMERGENCY ASSISTANCE WOMEN'S RESOURCE CENTER OF WINONA 77 E 5TH ST WINONA MN 55987 411356358 501(C)(3) 10902 EMERGENCY ASSISTANCE ST MARY'S CATHOLIC CHURCH 1315 W BROADWAY WINONA MN 55987 411559427 501(C)(3) 33500 GENERAL SUPPORT CATHOLIC SCHOOLS FOUNDATION 1115 W BROADWAY WINONA MN 55987 411564670 501(C)(3) 51900 GENERAL SUPPORT MINNESOTA BEETHOVEN FESTIVAL 580 E FRONT ST WINONA MN 55987 263451875 501(C)(3) 12500 FINE ARTS BIG BROTHERSBIG SISTERS 1707 MAIN ST STE 438 LACROSSE WI 54601 391762460 501(C)(3) 10800 GENERAL SUPPORT CITY OF WINONA 207 LAFAYETTE WINONA MN 55987 416005651 GOVERNMENT 18980 GENERAL SUPPORT SAINT ANNE FOUNDATION 1347 W BROADWAY WINONA MN 55987 222218832 501(C)(3) 30000 GENERAL SUPPORT ST ELIZABETHS COMMUNITY DEVELOPMENT FOUNDATION 1200 GRANT BLVD W WABASHA MN 55981 411453829 501(C)(3) 5100 GENERAL SUPPORT ST JOHNS SCHOOL OF THEOLOGY PO BOX 5866 COLLEGEVILLE MN 56321 410693973 501(C)(3) 5000 GENERAL SUPPORT HIGHLAND CATHOLIC SCHOOL 2017 BOHLAND AVE SAINT PAUL MN 55116 410972541 501(C)(3) 5000 GENERAL SUPPORT 35 38 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE STAFF REVIEW GRANT REQUESTS FROM DONOR ADVISED FUNDS AND OBTAIN VERIFICATION OF THE GRANTEES 501(C)(3) STATUS. THE REQUESTS ARE THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR APPROVAL. ALL OTHER GRANT REQUESTS FROM ELIGIBLE 501(C)(3) ENTITIES ARE REVIEWED BY THE GRANT COMMITTEE, WHO THEN SUBMITS SELECTED GRANTS TO THE BOARD OF DIRECTORS FOR APPROVAL. WINONA VOLUNTEER SERVICES DIRECTOR IS THE EXECUTIVE DIRECTOR OF THIS ORGANIZATION 44934 GRANT WINONA FAMILY YMCA INC DIRECTOR IS THE EXECUTIVE DIRECTOR OF THIS ORGANIZATION 8800 GRANT W&C PRINTING OWNED BY A DIRECTOR 2313 PRINTING COSTS 0 VISION DESIGN GROUP INC CO-OWNED BY A DIRECTOR 1099 PRINTING COSTS 0 MARK ANDERSON SPOUSE OF EXECUTIVE DIRECTOR 3154 COMPUTER SERVICES 0 WINONA AGENCY CO-OWNED BY A DIRECTOR 1189 INSURANCE 0 X 3 36186 AVE HI/LOW ON DATE GIFT 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE 990 PRIOR TO ITS FILING AT THEIR APRIL 2012 MEETING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EVERY PERSON COVERED BY THE POLICY SUBMITS IN WRITING TO THE PRESIDENT A CONFLICT OF INTEREST/DISCLOSURE STATEMENT LISTING ALL FINANCIAL AND CONFLICTING INTERESTS. THE CHAIRPERSON OF THE BOARD SHALL BECOME FAMILIAR WITH ALL SUCH DISCLOSURE STATEMENTS IN CASE A CONFLICT ARISES. THE VICE CHAIR SHALL BE FAMILIAR WITH THE DISCLOSURE STATEMENT FILED BY THE BOARD CHAIR. THE INTERESTED PERSON SHALL ABSTAIN FROM VOTING ON ANY MATTERS THAT GIVE RISE TO A POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A A COMMITTEE OF THE BOARD OF DIRECTORS PERFORMS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR AND REVIEWS COMPENSATION WITH A SALARY SURVEY PERFORMED BY THE COUNCIL OF FOUNDATIONS. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE ON OTHER WEBSITES. FORM 1023 AND 990 ARE ON FILE AND AVAILABLE FOR VIEWING UPON REQUEST AT OUR BUSINESS OFFICE DURING NORMAL BUSINESS HOURS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE ON FILE AT OUR BUSINESS OFFICE AND ARE AVAILABLE FOR VIEWING UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -88,792. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -3,458. TOTAL TO FORM 990, PART XI, LINE 5: -92,250. AUDIT COMMITTEE FORM 990 PART XI LINE 2C THE AUDIT COMMITTEE MEETS WITH THE AUDITOR PRIOR TO FIELD WORK AND AGAIN AFTER COMPLETION OF THE AUDIT. THE COMMITTEE REVIEWS AND RECOMMENDS APPROVAL OF THE AUDIT TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS APPROVES THE SELECTION OF THE AUDITOR AND THE FINAL AUDITED FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.