2011-02-11T15:35:07-06:00 2010-06-30 WIPFLI LLP 7601 FRANCE AVENUE SOUTH SUITE 400 MINNEAPOLIS MN 55435 990 2009-07-01 396041638 Oshkosh Area Community Foundation OSHK 9204263993 230 Ohio Street No 100 Oshkosh WI 54902 Eileen Connolly-Keesler 9204263993 2011-02-09 1 Richard Ruvelson 9525483400 2011-02-09 2009 2016-02-24 21:20:13Z Eileen Connolly-Keesler 230 Ohio Street No 100 Oshkosh WI 54902 41900116 0 X www.oshkoshareacf.org X 1928 WI TO ADDRESS and ANTICIPATE COMMUNITY NEEDS BY PROVIDING LEADERSHIP AND COORDINATION THROUGH GRANTMAKING AND FUND DEVELOPMENT. 13 13 7 150 0 0 5520262 4966862 0 -276415 1942344 59066 65686 5302913 6974892 2333802 2971308 0 395444 410364 0 195173 2672576 1592035 5401822 4973707 -98909 2001185 57794070 63886224 16124911 17247026 41669159 46639198 To address and anticipate community needs by providing leadership and coordination through grantmaking and fund development. 0 0 4407785 2976308 The organization distributes grants to residents or institutions within the city of Oshkosh & assists in the development of programs for the benefit of the city of Oshkosh and its residents. There were over 85 grants distributed to various organizations during the year. 4407785 1 1 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 11 0 7 1 0 0 0 0 0 0 0 0 0 0 0 1 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X Eileen Connolly-Keesler 9204263993 230 Ohio Street Suite 100 Oshkosh WI 54902 Marcy Coglianese 1.00 X X 0 0 0 Sam Sundet 1.00 X X 0 0 0 Patrick Seubert 1.00 X 0 0 0 Nancy Albright 1.00 X 0 0 0 Tom Harenburg 1.00 X 0 0 0 Mark Lasky 1.00 X X 0 0 0 Catherine Luther 1.00 X 0 0 0 Dave Elbing 1.00 X 0 0 0 Jason Hirschberg 1.00 X 0 0 0 Beth Wyman 1.00 X X 0 0 0 Mike Castle 1.00 X 0 0 0 Peter Lang 1.00 X 0 0 0 Steven Sorenson 1.00 X 0 0 0 Eileen Connolly-Keesler 40.00 X 97250 0 33122 97250 0 33122 0 0 0 0 0 733333 4233529 4966862 1154358 1154358 35378441 334769 34613806 311418 764635 23351 787986 787986 Administrative Fees 900099 65686 65686 65686 6974892 0 0 2008030 2694512 2694512 276796 276796 132884 132884 225454 75054 72850 77550 27610 5105 10901 11604 24416 13478 5298 5640 24027 684 11307 12036 187406 187406 28077 28077 58992 32563 12802 13627 19932 11002 4325 4605 29546 16310 6411 6825 33991 18763 7376 7852 2927 1616 635 676 34646 19125 7518 8003 18629 18629 24858 13722 5394 5742 6333 3496 1374 1463 Pass-through project ex 965090 965090 Miscellaneous 121224 77199 11719 32306 Publication 16895 9326 3666 3903 Membership Dues 14462 7983 3138 3341 wOMENS FUND OPERATIONS 5000 5000 4973707 4407785 370749 195173 578571 283007 1185753 1282004 42181 18820 256745 980198 959465 5191 4732 859900 113383 760598 746517 42846456 49275755 10362883 10495032 775494 820892 57794070 63886224 103323 78911 846923 803667 491065 442698 14683600 15921750 16124911 17247026 X 41552109 46155445 117050 483753 41669159 46639198 57794070 63886224 X 0 1 1 X 0 X 12311900 6479914 6083112 5520262 4966862 35362050 12311900 6479914 6083112 5520262 4966862 35362050 4151364 31210686 1103776 1255854 1445884 1106772 1154358 6066644 188761 456248 366110 59066 65686 1135871 42564565 599173 0.73330 0.77210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 95 665075 820357 7216472 1 1 10805769 1710819 1232138 254985 278074 13215667 11699051 1292613 -1812918 210997 161980 10805769 1.00000 0 0 137000 137000 625393 33225 592168 97507 80158 17349 746517 Alternative Investments 7215536 F Money Market Funds 2507738 F Certificates of Deposit 771758 F 10495032 Due to specified Beneficiaries 15921750 15921750 6974892 4973707 2001185 2578790 380000 10064 2968854 4970039 9563746 2578790 10064 2588854 6974892 0 6974892 4973707 0 4973707 0 4973707 Part V, Line 4: Description of Intended Use of Endowment Funds: To provide a predictable stream of funding to programs supported by its endowoment while seeking to maintain the purchasing power of the endowment assets. A donor agreement is maintained for each individual endowment fund that specifies the purpose of the fund and the duration of the restriction. Part X: Description of Uncertain Tax Positions Under FIN 48: The Organization has determined there are no amounts to record as assets or liabilities related to uncertain tax positions. Part XI, Line 8 - Other Adjustments: Change in beneficial interest in charitable remainder trusts: 10064. Part XII, Line 2d - Other Adjustments: Change in beneficial interest in charitable remainder trusts: 10064. 1 Advocap Inc 19 W First Street PO Box 1108 Fond du Lac WI 549361108 391053365 501(c)(3) 25671 Project Power and Winnebago county nutrition program American Cancer Society 3311 South Packerland Drive De Pere WI 54115 131788491 501(c)(3) 5500 Relay for Life, Daffodil Days American Red Cross of East Central Wisconsin 515 S Washburn Street Ste 201 Oshkosh WI 549047996 390813392 501(c)(3) 40775 Bridges Emergency Assistance Program, Community disaster education for seniors, Disaster program and Armed Forces Emergency Services Program, operational costs, and annual distribution Autism Society of Wisconsin PO Box 165 Two Rivers WI 54241 391353925 501(c)(3) 8100 Self-Advocacy Strand for the 2010 annual conference Oshkosh Area School District 215 South Eagle Street PO Box 3048 Oshkosh WI 549033048 391414354 115 22005 2007 Award Recipent Ralph thiel, Oshkosh West boys basketball game day, at-risk needs, partners in literacy program Best friends of Neenah Menasha 181E North Water Street 225 Neenah WI 54956 391260017 501(c)(3) 15076 Guy stuff: a component of community-based mentoring, camp onaway, community based mentoring, my steps program Birch Creek Music Performance Center Inc 3821 County E PO Box 230 Egg Harbor WI 54209 363032002 501(c)(3) 10000 Annual distribution Boys and Girls Club of Oshkosh Inc PO Box 411 Oshkosh WI 549030411 396120658 501(c)(3) 192855 Annual distribution, interest distribution, programs of marion stevenson, adopt a family for christmas program, hmong at heart program, kids safe, support for kids with wet hair program, winter coats, boot, bibs, charles hyde memorial, in honor of phyllis leach at Christmas, One Campaign, teen center, girl power and girls fit right/smart moves program, meals and snacks for club kids, in memory of Francis K Thomson, "beyond all limits" keystone conference, kids to camp scholarships, in memory of dolores pauly, family services coordinator, transportation for club kids, in honor of Mark Lasky's birthday Catholic relief services PO Box 17145 Baltimore MD 21297 135563422 501(c)(3) 20000 Annual distribution, earthquake help to Haiti Christine ann domestic abuse services Inc PO Box 99 Neenah WI 549560099 391441770 501(c)(3) 70975 annual distribution, children and teen programs, crisis advocacy services, safe locks project, dental program, camperships for youth affected by domestic abuse, emergency shelter & advocacy services, green lake county rural outreach program, Clarity Care Inc 424 Washington Ave Oshkosh WI 549015044 391569283 501(c)(3) 40000 Education is the answer, help at home program, care at home program City of Oshkosh 215 Church Avenue PO Box 1130 Oshkosh WI 549031130 396005563 115 230539 low income program for season passes, annual distribution for maintenance on playground, zoo improvements & new river otter exhibit, red arrow skateboard project, high intensity discharge search flashlights, memorial bench & tree in memory of Robert E. Pung, maintenace work on the Clock at grand opera house square, oshkosh blooms adopt a flower bed project, junior golf program at lakeshore golf course, taking root program Fox cities performing art center 400 W College Ave Appleton WI 54911 391977839 501(c)(3) 20000 Annual distribution Girl Scouts of the Northwestern Great Lakes Inc 4693 N Lynndale Drive Appleton WI 549139614 390816897 501(c)(3) 21550 Annual distribution, program aide training, summer camp adventures, girl scout leadership experience Green Lake Area Chamber of commerce 550 Mill Street PO Box 337 Green Lake WI 549410337 391167951 501(c)(6) 10969 UW Marching Band Program, Annual distribution Habitat for Humanity of Oshkosh Inc 1640 S Koeller Street PO box 2692 Oshkosh WI 549032692 391657039 501(c)(3) 125000 Restore building, restore operational funding Heart of Wisconsin United Way 205 E Main Street Wautoma WI 54982 391970883 501(c)(3) 5000 annual distribution for the Wautoma area JUNIOR ACHIEVEMENT of Wisconsin Inc - Fox Cities & Oshkosh 300 N Appleton St Appleton WI 54911 390826295 501(c)(3) 18500 Oshkosh Junior Achievement program, Jazz night/be entrepreneurial project and event, excellence through ethics, general support for the oshkosh area Living Healthy Community clinic co UW Oshkosh college of nursing 510 Doctors Court Oshkosh WI 549015044 391805963 501(c)(3) 15000 Living Healthy community clinic program Lutheran Homes of Oshkosh Inc 225 N Eagle Street Oshkosh WI 549024125 391032234 501(c)(3) 10000 bus for resident transportation Mercy Health Foundation 500 S Oakwood Road PO Box 3370 Oshkosh WI 549033370 237140261 501(c)(3) 86100 Living Health Clinic, In memory of Dr. Donald H. mcDonald, Phyllis Leach Breast Cancer Center, annual distribution national alliance mental ill of oshkosh PO Box 3303 Oshkosh WI 549033303 391319759 501(c)(3) 11500 annual distribution, computer & projector New North Inc 1716 Lawrence Drive De Pere WI 54115 260114487 501(c)(3) 10000 Annual Distribution Oshkosh Area Community Pantry 2551 jackson street Oshkosh WI 549015044 263714702 501(c)(3) 147971 Operations, annual distribution, in honor of Phyllis Leach at Christmas, kneady paws program, Oshkosh Rotary club kitchen, emergency food assistance, Bare essentials drive, toilet paper and laundry detergent Oshkosh Area Humane Society Inc 1925 Shelter Court Oshkosh WI 549012091 391709813 501(c)(3) 43850 annual distribution, in honor of Dr. Heide Burnett, in memory of Shelby troudt, in memory of Ruth wright, Pets for seniors program, best buddy program, community foster program, in memory of Jello and bruiser Oshkosh Area United Way 36 Broad Street 100 Oshkosh WI 549012091 391017908 501(c)(3) 70000 annual United Way campaign, 2009/2010 annual campaign, annual distribution Oshkosh Community YMCA 324 Washington Avenue Oshkosh WI 549015042 390878909 501(c)(3) 16000 Legacy fund, teen adventure program camp winni-y-co, strong kids campaign, annual distribution Oshkosh North High School 1100 W Smith Avenue Oshkosh WI 549011896 391414354 501(c)(3) 12118 girls tennis program, oshkosh north athletic fund, post prom north ice hawks account, support the golf team Oshkosh Opera House Foundation 222 Pearl Avenue PO Box 1004 Oshkosh WI 549031004 391569883 501(c)(3) 33092 annual distribution, lobby series at the grand, construction repairs, save the grand opera house fund, yakes distribution, general renovation, pizza cook-off event Oshkosh Public Library 106 Washington Avenue Oshkosh WI 549030785 396005563 115 9651 programs for children, Joyce Fick Project, home delivery service, annual distribution Oshkosh Seniors Center 200 N Campbell Road Oshkosh WI 549023430 391460106 501(c)(3) 11500 annual distribution, new treadmill Oshkosh West High School 375 N Eagle Street Oshkosh WI 54902 391414354 501(c)(3) 6668 Band uniforms, memory project, arts today magazine, not quite bibliotherapy project, resale thrift shop project, music of the south/copper box artist in residency program, rudoy award distribution, garment bags for band uniforms, support golf team Our Saviour's United church of christ 343 Scott Street Ripon WI 54971 390818679 501(c)(3) 512403 radio advertising, distribution to retire fund Rawhide E7475 Rawhide Road New London WI 549619052 391052471 501(c)(3) 5000 annual distribution, adventure camp, fox cities youth and family counseling services initiative Relevant Radio PO Box 10707 Green Bay WI 543070707 392003067 501(c)(3) 31917 Annual distribution, sponsor a day at relevant radio Rotary Club of ripon charitable foundation Hometown Bank 547 E Fond du lac street Ripon WI 54971 396076989 501(c)(3) 42474 Strive Program, distribution, father wally project The Paine Art Center and Gardens 1410 Algoma Boulevard Oshkosh WI 549012719 390785483 501(c)(3) 211208 Art in Bloom program, nutcracker in the castle, annual distribution, nature exploration station, property purchase, in memory of Charles Fritz Hyde, Jr., 2010 Founders Circle, in memory of Joseph H. LeRoy Unified Catholic Schools of Oshkosh 110 N Sawyer Street Oshkosh WI 54902 391358583 501(c)(3) 100750 Rudoy Award distribution, annual distribution, celebrate women in music at lourdes high school program, UCS annual appeal, capital improvement, work credit program, tuition and scholarship assistance, titan stadium project United Way of Portage County 1100 Center Point Dr Ste 302 Stevens Point WI 54481 390831152 501(c)(3) 5000 Annual distribution UW Oshkosh foundation Inc 842 Algoma Boulevard Oshkosh WI 549013551 396076856 501(c)(3) 20000 Spring & Fall 2009 scholarships, 2009-2010 scholarships, In memory of Dr. Donald H. McDonald, capital campaign for academic building, wisconsin Family Business Forum scholarship fund Waterfest PO Box 2406 Oshkosh WI 549032406 391763649 501(c)(3) 20100 2010 program support, in memory of Bruiser, summer concert series Winnebago County Literacy Council 106 Washington Avenue Oshkosh WI 549014985 391679291 501(c)(3) 10485 annual distribution, one-toone adult tutoring program, adult literacy council, adult and family literacy tutoring program WINR Inc 808 N Main Street PO Box 144 Oshkosh WI 549030144 391923713 501(c)(3) 12500 Oshkosh Community bike program, donated wheels program America's Second Harvest 1700 W Fond du Lac Avenue Milwaukee WI 53205 391384593 501(c)(3) 10000 Fresh Rescue Program Arts Wisconsin 111 King Street Madison WI 53703 391763871 501(c)(3) 7068 Public enemies premiere proceeds Aurora Health Foundation 855 N WEsthaven Drive Oshkosh WI 549047996 930828294 501(c)(3) 10000 Girl Talk Program, Power of 10 grant Boys & Girls Club of the Tri County Area 344 Broadway Street Berlin WI 54923 396120658 501(c)(3) 5000 Healthy meals and snacks for club kids Central Wisconsin Community Action Council 1000 Hwy 13 PO Box 430 Wisconsin Dells WI 53965 391051779 501(c)(3) 10000 Waushara Food Pantry Cerebral Palsy of Mideast Wisconsin Inc 36 Broad Street Suite 120 PO Box 1241 Oshkosh WI 549031241 396026845 501(c)(3) 7500 Residential Camp Sandy Wheels, Out of Home Respite, Oshkosh and Wautoma Houses Children's Hospital of the Fox Valley Foundation Po Box 476 Neenah WI 54957 390812532 501(c)(3) 5000 Child Life Fund Comitas Institute for Anthropological study 1107 Fifth Avenue New York NY 10128 320078139 501(c)(3) 7200 Annual distribution Community Foundation for the Fox Valley Region Inc 4455 W Lawrence Street PO Box 563 Appleton WI 549120563 391548450 501(c)(3) 7009 Back Pack for kids program David B Tyriver Memorial Scholarship Foundation 1485 Candlelight Court Oshkosh WI 549047996 391649868 501(c)(3) 32717 distribution to retire funds Evergreen Foundation Inc 1130 N Westfield Street Oshkosh WI 54902 391388991 501(c)(3) 5080 Hospice Program, Education Scholarships, Broda Tilt Chair, distribution Family Services of Northeast Wisconsin PO Box 22308 Green Bay WI 543052308 390827320 501(c)(3) 5000 Power of 10 dads as everyday heroes Fox valley workforce development board 1401 McMahon Drive Neenah WI 54956 391571085 501(c)(3) 10000 Resources for job search assistance and employment sustainability Habitat for Humanity of Green Lake County PO Box 64 Green Lake WI 549410064 450509538 501(c)(3) 26888 Princeton Home project, distribution and materials for lot in Berlin Jasper Pickett Foundation Inc PO Box 336 Pickett WI 549640336 391248134 501(c)(3) 5000 Lighting project Mount Morris Holden Lutheran Church N2288 State Road 152 Wautoma WI 54982 391453509 501(c)(3) 5000 annual distribution Naomi House N3828 11th Avenue Hancock WI 54943 263723988 501(c)(3) 5000 Curriculum for self sufficiency program Oshkosh Chamber of Commerce 120 Jackson Street Oshkosh WI 549014714 930765817 501(c)(6) 6550 2009 Holiday Parade Sponsorship, Youth Leadership, Business education summit Park view health center 725 Butler Avenue Oshkosh WI 549018149 396005760 115 6400 temporal thermometers project volara standing aid Reach Counseling Services 1370 S Commercial street Neenah WI 54956 391292277 501(c)(3) 6200 Sexual abuse treatment, annual distribution Samaritan Counseling Center of the Fox Valley Inc 110 Church Aveneu Oshkosh WI 54901 391214216 501(c)(3) 5000 Project Open Door ShelterBox USA 8374 Market Street 2-3 Lakewood Ranch FL 34202 200471604 501(c)(3) 26255 Haiti Earthquake relief, distribution Siena Transitional Living Center 435 High Avenue Oshkosh WI 54901 391842986 501(c)(3) 5000 Siena Transitional Living Project Tri-County Community Dental Clinic Inc 9 Tri-Park Way Appleton WI 549141661 470862462 501(c)(3) 7500 Focus on the Children program United Way Fox Cities Inc 1455 Midway Road Menasha WI 54952 390912895 501(c)(3) 5000 Power of 10 ages 19-21 years old 2-1-1 project UW-Oshkosh Head Start 515 E Parkway Avenue Oshkosh WI 54901 396006492 115 5000 Meals, Movement & More Program Water City Chamber Orchestra 290 Park Plaza PO Box 522 Oshkosh WI 549030522 396059075 501(c)(3) 5870 Yakes distribution, jogger and the dinosaur music for OYSO, distribution for operations Wave Robotics Oshkosh Area Recreation Department 425 Division Street Oshkosh WI 54901 396005563 115 16375 Making a "wave" of difference in Oshkosh with robotics, refinish koala play area Winnebago County Historical & Archaeological Society 234 Church Avenue Oshkosh WI 54901 237389090 501(c)(3) 8865 annual distribution 70 2 EDUCATION Grants 8 3950 Health Grants 1 1000 Scholarships 82 271846 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. X 13 258665 Fair Market Value 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. 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 maintains copies in the office for inspection. The organization will send a copy to an individual upon request. The organization also provides some documents available on the organization's website. Form 990, Part XI, 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. 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 to 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 ruling 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 indicated 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. 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 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 Oshkosh Area Community Foundation Corporation L 460966 Oshkosh Area Community Foundation Corporation Q 764635