2011-05-11T09:02:52-05:00 2010-12-31 RUSSELL & ASSOCIATES LLC 111 RIVERFRONT SUITE 401 WINONA MN 55987 990 2010-01-01 363500853 WINONA COMMUNITY FOUNDATION WINO 5074546511 51 EAST 4TH ST NO 314 WINONA MN 55987 BETTINA ANDERSON 5074546511 2011-05-11 1 LYNDA S RICKOFF 5074523100 2011-05-11 2010 2016-03-07 17:11:31Z BETTINA ANDERSON 51 EAST 4TH ST NO 314 WINONA MN 55987 3518816 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 10 3 300 0 0 1178274 419922 76306 0 -197644 302800 5887 8337 1062823 731059 1709288 982107 0 0 119817 109602 0 0 11114 173831 103604 2002936 1195313 -940113 -464254 9925795 10159094 723322 812750 9202473 9346344 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 1046546 982107 3220 CONNECTING DONORS WITH CHARITABLE NEEDS THROUGH DILIGENT STEWARDING OF DONATIONS, WINONA COMMUNITY FOUNDATION CONTINUED TO FOSTER ITS MISSION IN 2010 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. 1046546 1 1 0 0 1 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 1 3 0 1 3 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 15 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X 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 1.00 X 0 0 0 SANDRA BURKE 2.00 X X 0 0 0 DAN FLORNESS 1.00 X 0 0 0 DONNA HELBLE 4.00 X X 0 0 0 GABE MANRIQUE 2.00 X X 0 0 0 DAN TRAINOR III 1.00 X 0 0 0 BOB BARTZ 2.00 X X 0 0 0 LAURIE LUCAS 2.00 X 0 0 0 GARY WATTS 1.00 X 0 0 0 TOM WYNN 1.00 X 0 0 0 SHELLEY MILEK 1.00 X 0 0 0 LAURA EDDY 1.00 X 0 0 0 ANDY BLOMSNESS 1.00 X 0 0 0 BETTINA ANDERSON 40.00 X 44100 0 2205 44100 0 2205 0 0 0 0 0 129380 290542 43129 419922 222996 222996 2836793 2756989 79804 79804 79804 35885 129380 30768 5117 5117 RESTITUTION 900099 3200 3200 MISCELLANEOUS 900099 20 20 3220 731059 3220 0 307917 982107 982107 96492 18950 73518 4024 4771 938 3633 200 8339 1639 6350 350 10430 1148 9023 259 28159 28159 16932 16932 3556 510 2342 704 1992 1992 12037 2393 9105 539 2221 701 1376 144 3694 75 3394 225 3392 674 2566 152 2114 420 1599 95 TENNIS PROGRAM 7280 7280 INDIRECT COST OF SPECIA 3873 3873 TELEPHONE 2517 500 1904 113 MEMBERSHIP DUES 2117 768 1349 PRINTING & PUBLICATIONS 1737 1301 436 1553 284 1269 1195313 1046546 137653 11114 8046 15956 293440 308981 250000 125000 1970 1970 38034 30470 9506 7564 9362833 8583013 1116610 9925795 10159094 19048 12017 17800 686474 800733 723322 812750 X 3743464 3595999 4136326 4426332 1322683 1324013 9202473 9346344 9925795 10159094 X -464254 608125 X X 0 1 1 X 0 X 921567 963052 1517510 1205652 419922 5027703 921567 963052 1517510 1205652 419922 5027703 2338493 2689210 412844 597809 326958 229633 222996 1790240 7573 18792 17609 43974 2344 364 200 1401 3220 7529 6869446 272942 0.39150 0.38570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46 197480 675279 2996200 1 1 1347939 4165 158479 2679 9 1507895 1115861 17524 216254 1700 1347939 1519804 2178 -386121 20000 1115861 0.02000 0.98000 1 0 38034 30470 7564 7564 57264 SH SDIT SHORT DURATION GOVERNMENT FUND 606423 F 48359 SH VANGUARD SHORT TERM BOND INDEX 510187 F 1116610 AGENCY FUNDS 800733 800733 731059 1195313 -464254 592584 15541 608125 143871 1339184 592584 15541 608125 731059 0 731059 1195313 0 1195313 0 1195313 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: NONE PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 15,541. MIDWEST MUSIC FEST 27708 21804 5904 250 157 4600 4874 ROAD RACE 100430 93891 6539 4400 3604 1 37127 13685 23442 9796 650 2437 165265 129380 35885 4400 250 9953 5250 10915 30768 5117 1 GREAT RIVER SHAKESPEARE FESTIVAL 79 E 3RD ST WINONA MN 55987 010765907 501(C)(3) 82350 SUPPORT FOR THE PERFORMANCES COTTER HIGH SCHOOL AND JUNIOR HIGH SCHOOL 1115 W BROADWAY WINONA MN 55987 411653997 501(C)(3) 19764 GENERAL SUPPORT MN STATE COLLEGE SOUTHEAST TECHNICAL FOUNDATION PO BOX 409 WINONA MN 55987 411540247 501(C)(3) 53500 GENERAL SUPPORT WINONA AREA PUBLIC SCHOOLS FOUNDATION 1570 HOMER RD WINONA MN 55987 411707738 GOVERNMENT 15160 GENERAL SUPPORT WINONA AREA PUBLIC SCHOOLS 901 GILMORE AVE WINONA MN 55987 416004759 GOVERNMENT 45690 TRACK & FIELD PROJECT, GENERAL SUPPORT DIOCESE OF WINONA FOUNDATION 55 W SANBORN ST WINONA MN 55987 411691198 501(C)(3) 5000 GENERAL SUPPORT FAMILY AND CHILDRENS CENTER 1707 MAIN ST LACROSSE WI 54601 390821863 501(C)(3) 50000 CAPITAL CAMPAIGN WINONA COUNTY 202 W 3RD ST WINONA MN 55987 416005926 501(C)(3) 18076 SCHOOL SUPPLIES FOR THE UNDERPRIVILEDGED & COUNTY FAIR WINONA FAMILY YMCA 207 WINONA ST WINONA MN 55987 410693890 501(C)(3) 7000 GENERAL SUPPORT WINONA-DAKOTA UNITY ALLIANCE 502 W BROADWAY WINONA MN 55987 030560102 501(C)(3) 17600 DAKOTA GATHERING & CAPITAL FOR A DAY WINONA COUNTY HISTORICAL SOCIETY 160 JOHNSON ST WINONA MN 55987 410789385 501(C)(3) 40267 GENERAL SUPPORT OTTER TAIL WADENA COMMUNITY ACTION COUNCIL PO BOX L NEW YORK MLS MN 56567 410887373 501(C)(3) 5000 STORM CLEAN UP YMCA CAMP OLSON 4160 LITTLE BOY RD NE LONGVILLE MN 56655 410967781 501(C)(3) 12000 GENERAL SUPPORT WINONA STATE UNIVERSITY FOUNDATION WINONA STATE UNIVERSITY WINONA MN 55987 237079002 501(C)(3) 79500 GENERAL SUPPORT AMERICAN RED CROSS-WINONA COUNTY CHAPTER 1660 KRAEMER DR WINONA MN 55987 410734755 501(C)(3) 5630 EMERGENCY ASSISTANCE FOOD FOR THE POOR INC 6401 LYONS RD COCONUT CREEK FL 33073 592174510 501(C)(3) 5000 GENERAL SUPPORT MARQUETTE UNIVERSITY 1250 W WISCONSIN AVE MILWAUKEE WI 53233 390806251 501(C)(3) 6000 GENERAL SUPPORT CATHOLIC CHARITIES - WINONA DIOCESE PO BOX 379 WINONA MN 55987 410721636 501(C)(3) 31915 EMERGENCY ASSISTANCE MINNESOTA YOUTH SKI LEAGUE PO BOX 14132 ST PAUL MN 55114 411764450 501(C)(3) 5000 GENERAL SUPPORT FILLMORE FAMILY RESOURCES INC PO BOX 308 PRESTON MN 55965 411579685 501(C)(3) 7797 EMERGENCY ASSISTANCE HOME & COMMUNITY OPTIONS 66 E 3RD ST WINONA MN 55987 411278194 501(C)(3) 25708 GENERAL SUPPORT BLUFF COUNTY FAMILY RESOURCES 114 MAIN ST HOKAH MN 55941 411502808 501(C)(3) 11907 EMERGENCY ASSISTANCE BLUFFVIEW MONTESSORI 1321 GILMORE AVE WINONA MN 55987 410721636 501(C)(3) 26386 GENERAL SUPPORT WINONA AREA CATHOLIC SCHOOLS 602 E 5TH ST WINONA MN 55987 411559427 501(C)(3) 21543 GENERAL SUPPORT SEMCAC 204 E ELM ST RUSHFORD MN 55971 410907135 501(C)(3) 29705 EMERGENCY ASSISTANCE SOUTHEAST MINNESOTA RURAL EDUCATION 106 E 11TH ST ST CHARLES MN 55972 411603419 501(C)(3) 7452 GENERAL SUPPORT IMMACULATE HEART OF MARY SEMINARY 700 TERRACE HEIGHTS WINONA MN 55987 410773780 501(C)(3) 11000 GENERAL SUPPORT WINONA ORC INDUSTRIES INC 1053 E MARK ST WINONA MN 55987 411225014 501(C)(3) 10000 GENERAL SUPPORT WINONA VOLUNTEER SERVICES 416 E 2ND ST WINONA MN 55987 237376207 501(C)(3) 37676 EMERGENCY ASSISTANCE WOMEN'S RESOURCE CENTER OF WINONA 77 E 5TH ST WINONA MN 55987 411356358 501(C)(3) 17100 EMERGENCY ASSISTANCE UNIVERSITY OF ST THOMAS 2115 SUMMIT AVE ST PAUL MN 55105 410693970 501(C)(3) 5000 GENERAL SUPPORT HIAWATHA VALLEY MENTAL HEALTH CENTER 166 MAIN ST WINONA MN 55987 410889423 501(C)(3) 5000 GENERAL SUPPORT ST MARY'S CATHOLIC CHURCH 1315 W BROADWAY WINONA MN 55987 411559427 501(C)(3) 32350 GENERAL SUPPORT CATHOLIC SCHOOLS FOUNDATION 1115 W BROADWAY WINONA MN 55987 411564670 501(C)(3) 15300 GENERAL SUPPORT HOMER CIVIC ASSOCIATION 36041 OLD HOMER ROAD WINONA MN 55987 411708143 501(C)(3) 6000 GENERAL SUPPORT MINNESOTA BEETHOVEN FESTIVAL 580 E FRONT ST WINONA MN 55987 263451875 501(C)(3) 21100 FINE ARTS BIG BROTHERSBIG SISTERS 1707 MAIN ST STE 438 LACROSSE WI 54601 391762460 501(C)(3) 8924 GENERAL SUPPORT CITY OF WINONA 207 LAFAYETTE WINONA MN 55987 416005651 GOVERNMENT 7259 GENERAL SUPPORT PROJECT FINE 202 W 3RD ST WINONA MN 55987 411883675 501(C)(3) 5000 GENERAL SUPPORT WINONA COUNTY DAC 1721 WEST SERVICE DR WINONA MN 55987 410871492 501(C)(3) 6092 GENERAL SUPPORT RIDGEWAY COMMUNITY SCHOOL 35564 COUNTY RD 12 HOUSTON MN 55943 412015115 501(C)(3) 5000 GENERAL SUPPORT SAINT ANNE FOUNDATION 1347 W BROADWAY WINONA MN 55987 222218832 501(C)(3) 56000 GENERAL SUPPORT ST ELIZABETHS COMMUNITY DEVELOPMENT FOUNDATION 1200 GRANT BLVD W WABASHA MN 55981 411453829 501(C)(3) 5000 GENERAL SUPPORT ST JOHNS SCHOOL OF THEOLOGY PO BOX 5866 COLLEGEVILLE MN 56321 410693973 501(C)(3) 5000 GENERAL SUPPORT 41 3 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 37676 GRANT WINONA FAMILY YMCA INC DIRECTOR IS THE EXECUTIVE DIRECTOR OF THIS ORGANIZATION 7000 GRANT W&C PRINTING OWNED BY A DIRECTOR 1831 PRINTING COSTS 0 HIAWATHA BROADBAND COMMUNICATIONS INC DIRECTOR IN A MANAGEMENT POSITION FOR HALF OF THE YEAR 911 INTERNET/PHONE SERVICE 0 MARK ANDERSON SPOUSE OF EXECUTIVE DIRECTOR 1934 COMPUTER SERVICES 0 WINONA AGENCY CO-OWNED BY A DIRECTOR 848 INSURANCE 0 X 4 43129 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 2011 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 FORMS 990 AND 990T ARE AVAILABLE ON OUR WEBSITE AND OTHER WEBSITES. FORM 1023 IS ON FILE AND AVAILABLE FOR VIEWING UPON REQUEST AT OUR BUSINESS OFFICE. 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 GAINS ON INVESTMENTS: 592,584. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 15,541. TOTAL TO FORM 990, PART XI, LINE 5: 608,125. 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.