2011-08-12T13:53:03-05:00 2010-12-31 WIPFLI LLP 3703 OAKWOOD HILLS PKWY/PO BOX 690 EAU CLAIRE WI 547020690 990 2010-01-01 391891064 EAU CLAIRE COMMUNITY FOUNDATION EAUC 7155523801 306 SOUTH BARSTOW ST NO 104 EAU CLAIRE WI 54701 SUE BORNICK 7155523801 2011-08-08 1 DAN WALKER CPA 7158323407 2011-07-27 2010 2016-02-24 21:20:13Z SUE BORNICK 306 SOUTH BARSTOW ST STE 104 EAU CLAIRE WI 54701 2159587 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 309237 349356 0 0 -186302 144349 5148 10140 128083 503845 136251 94460 0 0 83023 84063 0 0 41702 88168 81954 307442 260477 -179359 243368 5454906 6252551 534156 537451 4920750 5715100 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 185585 94460 11689 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 2010 WE PROVIDED 64 GRANTS TO FULFILL NEEDS THROUGHOUT THE COMMUNITY, INCLUDING THE PURCHASE OF MATERIALS FOR A TEEN PARENTING PROGRAM AND A PARENT EDUCATION PROGRAM FOR INCARCERATED PARENTS SERVED BY THE FAMILY RESOURCE CENTER, PURCHASE OF ARCHIVAL STORAGE EQUIPMENT AND SUPPLIES FOR HISTORICAL COLLECTIONS AT THE CHIPPEWA VALLEY MUSEUM, AND MEDICATIONS FOR THE CHIPPEWA VALLEY FREE CLINIC. IN ADDITION, 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. 185585 1 1 0 0 1 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 6 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 0 1 1 1 1 0 0 WI X X SUE BORNICK 7155523801 306 SOUTH BARSTOW ST 104 EAU CLAIRE WI 54701 CHARLES GRAASKAMP X X 0 0 0 PAUL WEINKE X X 0 0 0 PAT QUINN X X 0 0 0 JANE LOKKEN X X 0 0 0 MATT BRUNNER X X 0 0 0 DAVE FREDERIKSON X 0 0 0 BUZZ MINTON X 0 0 0 DUANE DINGMANN X 0 0 0 JIM PINTER X 0 0 0 DAN MARKET X 0 0 0 MARK FAANES X 0 0 0 JILL BARLAND X 0 0 0 CTHOMAS DOW X 0 0 0 LAURA TALLEY X 0 0 0 NICOLE LASKER X 0 0 0 BETSY KELL X 0 0 0 SUE BORNICK 40.00 X 45000 0 0 45000 0 0 0 0 0 0 0 14107 335249 49299 349356 99958 99958 1694534 1650143 44391 44391 44391 4050 14107 5599 -1549 -1549 ADMINISTRATIVE FEE 561000 11689 11689 11689 503845 11689 0 142800 94460 94460 45000 20685 12211 12104 39063 17956 10600 10507 8290 6218 1244 828 16081 12061 2412 1608 4714 3111 1603 19158 12368 3643 3147 10184 7638 1528 1018 2034 1526 304 204 445 334 67 44 2528 1896 379 253 FUND EVENT EXPENSE 7713 7713 COMMUNITY LEADERSHIP 5886 5886 BAD DEBTS 2007 2007 DUES 1928 1446 289 193 MISCELLANEOUS 986 513 473 260477 185585 33190 41702 352350 242924 733147 19469 2593 31773 31099 1119 674 4348821 6005240 0 1120 5454906 6252551 1734 2500 531656 535717 534156 537451 X 4211489 4870643 481337 612258 227924 232199 4920750 5715100 5454906 6252551 X 243368 550982 X X 0 1 1 X 0 X 615844 891584 543876 302457 347807 2701568 615844 891584 543876 302457 347807 2701568 1294775 1406793 100645 352053 -255078 -186302 134596 145914 6303 17820 15864 11928 11689 63604 2911086 0.48330 0.45940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34 208612 60580 2711374 1 1 447235 2475 63965 780 8383 504512 428569 11025 103250 95609 447235 581499 24325 -141996 21000 14259 428569 1.00000 0 0 31773 31099 674 674 AGENCY ENDOWMENT FUNDS 504512 OTHER LIABILITIES 31205 535717 503845 260477 243368 550982 550982 794350 1062089 550982 7262 558244 503845 0 503845 267739 7262 7262 260477 0 260477 CHILDRENS LEGACY LUNCHEON 18157 14107 4050 347 4386 866 18157 14107 4050 347 4386 866 5599 -1549 1 RICE LAKE HIGH SCHOOL SCHOLARSHIP FUND 30 S WISCONSIN AVE RICE LAKE WI 54868 396004138 501(C)(3) 6000 GRANT FOR 2010 SCHOLARSHIPS UW-EAU CLAIRE FOUNDATION PO BOX 4004 EAU CLAIRE WI 547024004 390972350 501(C)(3) 20000 WISCONSIN YOUTH SUCCESS PROGRAM AND HEROES SINGLE PARENT SCHOLARSHIP FUND. YMCA - EAU CLAIRE 700 GRAHAM STREET EAU CLAIRE WI 54701 390806351 501(C)(3) 10000 NEW FACILITY BUILDING FUND 3 0 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 49299 MARKET VALUE 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): SECURITIES RECEIVED: 1000 SHS UNICA CORP STOCK, 110.783 SHS ALLIANZ FUNDS NJF SMALL CAP VALUE FUND, 139.587 SHS AMCAP FUND, 97.57 SHS DODGE & COX FUND, 137.931 SHS SENTINEL FUNDS SMALL CO FUND, 585.938 SHS TURNER LARGE CAP GROWTH OPPORTUNITIES FUND, 660.066 SHS VIRTUS EMERGING MARKETS OPPORTUNITIES FUND, 38 SHS EXXON MOBIL. 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 GAINS ON INVESTMENTS: 550,982. FORM 990, PART XI, LINE 2C THE OVERSIGHT PROCESS HAS NOT CHANGED DURING THE TAX YEAR.