2023-08-01T15:54:50-04:00 2022-12-31 391392227 HUBERTY & ASSOCIATES SC 37 N PIONEER RD FOND DU LAC WI 549359401 990 2022-01-01 510181570 FOND DU LAC AREA FOUNDATION FOND 9209212215 1020 S MAIN ST SUITE E FOND DU LAC WI 54935 AARON SADOFF CURRENT EXEC DIR 9209212215 2023-07-24 AARON SADOFF 999009999 false CYNTHIA HINTZ CPA P00576742 9209238400 2023-07-24 2022 2023-04-26 12:10:37Z AARON SADOFF 1020 N MAIN ST STE E FOND DU LAC WI 54935 6623759 false X WWW.FDLAREAFOUNDATION.COM X 1975 WI CREATING A BETTER COMMUNITY BY PROMOTING PHILANTHROPY, AWARDING EFFECTIVE GRANTS, AND PROVIDING LEADERSHIP ON IMPORTANT COMMUNITY ISSUES TODAY AND FOREVER. 11 11 9 72 -3078 5732709 2996161 0 6353093 23001 -35224 39081 12050578 3058243 1993389 3290574 0 406007 533746 0 111174 260862 256109 2660258 4080429 9390320 -1022186 72661560 60163927 6756959 6049355 65904601 54114572 CREATING A BETTER COMMUNITY BY PROMOTING PHILANTHROPY, AWARDING EFFECTIVE GRANTS, AND PROVIDING LEADERSHIP ON IMPORTANT COMMUNITY ISSUES TODAY AND FOREVER. false false 3497673 3290574 GRANTS ARE MADE TO ORGANIZATIONS THAT QUALIFY UNDER IRC SEC 501(C)(3). SCHOLARSHIPS ARE AWARDED TO INDIVIDUALS IN COMPLIANCE WITH HR4-PENSION PROTECTION ACT OF 2006. 3497673 true true false false false true false false false true true false false false true true false true false false false false false false false false false true true false false false false false false false false false true false false false false true false false false true 1 0 true 9 true true true false false false false false false false false false false false false false false X 11 11 false false false false false true false true true false false true true true true true true true true false WI X AARON SADOFF 9209212215 1020 S MAIN ST SUITE E FOND DU LAC WI 54935 JOSEPH BRAUN EXEC DIR THR 50.00 X 124274 0 10401 AARON SADOFF CURRENT EXEC 40.00 X 58462 0 8138 DAVID J HORNUNG CHAIR 40.00 X X 14000 0 0 TRIPP AHERN MEMBER 1.00 X 0 0 0 SARA B ANDREW SECRETARY 1.00 X X 0 0 0 HOLLY BRENNER MEMBER 1.00 X 0 0 0 DAWN COLWIN MEMBER 1.00 X 0 0 0 STEVE FRANKE MEMBER 1.00 X 0 0 0 THOMAS J GROSS MEMBER 1.00 X 0 0 0 THERESE MASSEY MEMBER 1.00 X 0 0 0 STEVE G MILLIN TREASURER 1.00 X X 0 0 0 JOHN SCHROEDER MEMBER 1.00 X 0 0 0 LOREE L SHADY VICE CHAIR 1.00 X X 0 0 0 196736 18539 1 false false false 106000 2890161 70585 2996161 1129138 1129138 81301 84379 -3078 -3078 -3078 2375000 3481137 -1106137 -1106137 -1106137 INSURANCE CLAIM 900099 38457 38457 LIFE INSURANCE GAIN 900099 3702 3702 42159 3058243 -3078 65160 3004996 3004996 285578 285578 215274 60128 117651 37495 243371 67976 133006 42389 16704 4666 9128 2910 27587 7705 15076 4806 30810 8605 16838 5367 15632 15632 83127 83127 15186 4556 9112 1518 35380 14152 17690 3538 2483 993 1242 248 19721 7888 9861 1972 2298 1034 1149 115 15421 6168 7711 1542 2491 696 1361 434 DUES AND PERMITS 31880 12752 17534 1594 REPAIRS & MAINTENANCE 16054 4483 8774 2797 SUPPLIES 7645 1226 5561 858 EVENTS 5546 2773 2773 3245 1298 1129 818 4080429 3497673 471582 111174 319383 191131 5661450 5534275 1500 3000 802487 44556 763299 757931 65819903 53577863 96025 99727 72661560 60163927 5442 7127 50000 500 481002 462825 6220515 5578903 6756959 6049355 X 65904601 54114572 65904601 54114572 72661560 60163927 -1022186 -10767843 X false true X true false X 1811668 2610199 8036229 5732709 2996161 21186966 1811668 2610199 8036229 5732709 2996161 21186966 8724102 12462864 705818 779050 546381 770195 1210439 4011883 9743 18021 6591 3870 42159 80384 25279233 0.49300 0.49890 X PART II, LINE 10 MISCELLANEOUS 80,384 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 111 99 897244 765451 1798429 285578 16936113 8159365 true true 66302442 2996163 -10857272 -3325680 -630234 54485419 56848990 6012334 6120679 -2068428 -611133 66302442 43305128 9627900 6933607 -2429852 -587793 56848990 35573017 2701745 6969244 -1848879 -89999 43305128 37651285 1919884 -1665382 -2258856 -73914 35573017 1.00000 false false 802487 44556 757931 757931 FUND HELD FOR THE BENEFIT OF OTHERS 5572328 SECURITY DEPOSITS 6575 5578903 X -7708348 -10767843 84379 -10683464 2975116 83127 83127 3058243 4081681 84379 84379 3997302 83127 83127 4080429 SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT CONSISTS OF 492 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS FOR OPERATIONAL PURPOSES. SCHEDULE D, PAGE 3, PART X FOND DU LAC AREA FOUNDATION AND THE SUPPORTING ORGANIZATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION AND THE SUPPORTING ORGANIZATION QUALIFY FOR THE CHARITABLE CONTRIBUTIONS DEDUCTION UNDER SECTION 170 (B)(1)(A) AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT A PRIVATE FOUNDATION UNDER SECTION 509 (A)(2). THE FOND DU LAC AREA FOUNDATION AND THE SUPPORTING ORGANIZATION ARE ALSO EXEMPT FROM WISCONSIN INCOME TAXES. THE FOUNDATION HAS EVALUATED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE FOUNDATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE FOUNDATIONS FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE FOUNDATION HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2022. ALL YEARS NOT CLOSED BY THE STATUTE OF LIMITATIONS REMAIN OPEN FOR EXAMINATION BY TAX JURISDICTIONS. SCHEDULE D, PAGE 4, PART XI, LINE 2D RENTAL EXPENSES 84,379 SCHEDULE D, PAGE 4, PART XII, LINE 2D RENTAL EXPENSES 84,379 true AGNESIAN FOUNDATIONHOSPICE HOPE 430 E DIVISON ST FOND DU LAC WI 54935 391684956 3 21906 GENERAL SUPPORT AMERICAN RED CROSS 515 S WASHBURN DR OSHKOSH WI 54904 530196605 3 10000 GENERAL SUPPORT ASTOP INC 21 S MARR ST FOND DU LAC WI 54935 391707358 3 7500 GENERAL SUPPORT BEAVER DAM ROTARY CLUB PO BOX 482 BEAVER DAM WI 53916 391374870 3 29685 GENERAL SUPPORT BEAVER DAM UNIFIED SCHOOL DISTRICT 400 E BURNETT STREET BEAVER DAM WI 53916 396031224 GOV 8453 GENERAL SUPPORT BLUE LINE HOCKEY CLUB 550 FOND DU LAC AVENUE FOND DU LAC WI 54935 237182059 3 25000 GENERAL SUPPORT BOYS & GIRLS CLUB OF FDL 90 W 2ND STREET FOND DU LAC WI 54935 391896496 3 15000 GENERAL SUPPORT BROOKE INDUSTRIES INC 257 INDUSTRIAL PKWY FOND DU LAC WI 54937 391035282 3 95000 GENERAL SUPPORT CENTRAL WISCONSIN CHRISTIAN 301 FOX LAKE RD WAUPUN WI 53963 391890107 3 25000 GENERAL SUPPORT CHURCH HEALTH 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NAMPA ID 83653 464346568 3 7500 GENERAL SUPPORT SOLUTIONS CENTER SHELTER & SUPPORT 39 N SOPHIA ST FOND DU LAC WI 54935 391452956 3 10000 GENERAL SUPPORT ST FRANCIS HOME FOUNDATION 430 E DIVISION STREET FOND DU LAC WI 54935 391684956 3 5944 GENERAL SUPPORT ST MARK'S EPISCOPAL CHURCH 1314 RAWSON AVE SOUTH MILWAUKEE WI 53172 311629166 3 10000 GENERAL SUPPORT ST CHARLES CEMETERY 59 RIVERSIDE AVE CHARLES CITY IA 50616 420504450 3 8881 GENERAL SUPPORT ST LAWRENCE SEMINARY 301 CHURCH ST MT CALVARY WI 53057 390807050 3 11887 GENERAL SUPPORT ST MARY'S SPRINGS ACADEMY 255 COUNTY ROAD K FOND DU LAC WI 54935 391130623 3 247243 GENERAL SUPPORT ST VINCENT DE PAUL SOCIETY 330 N PETERS AVE FOND DU LAC WI 54935 390824875 3 118500 GENERAL SUPPORT THE ARC OF FDL 500 N PARK AVE FOND DU LAC WI 54935 391034161 3 30000 GENERAL SUPPORT THELMA CENTER FOR THE ARTS 51 SHEBOYGAN ST FOND DU LAC WI 54935 391816401 3 7764 GENERAL SUPPORT UW-MADISON 333 EAST CAMPUS MALL 10501 MADISON WI 537151383 391805963 GOV 5500 GENERAL SUPPORT VILLAGE OF OAKFIELD 130 N MAIN ST OAKFIELD WI 53065 396006334 GOV 61731 GENERAL SUPPORT 53 SCHOLARSHIPS 204 285578 SCHEDULE I, PAGE 1, PART I, LINE 2 COMMUNITY FOUNDATIONS THAT PARTICIPATE IN THE NATIONAL STANDARDS FOR U.S. COMMUNITY FOUNDATIONS ACCREDITATION PROGRAM ARE ACTIVELY RESPONDING TO THE NEEDS OF THEIR COMMUNITY. THE NATIONAL STANDARDS PROGRAM REQUIRES A COMMUNITY FOUNDATION TO PROVIDE EXTENSIVE PROOF THAT IT IS IN LEGAL AND REGULATORY COMPLIANCE. THAT EVIDENCE OF COMPLIANCE IS THEN EVALUATED BY EXPERT PEER AND LEGAL REVIEWERS WHO HAVE BEEN RIGOROUSLY TRAINED AND TESTED, WHO ASK THE OBJECTIVE QUESTIONS, AND WHO CAN REQUEST AMENDMENTS TO SUBMITTED DOCUMENTATION. X 2 70585 NYSE VALUE false true false FORM 990, PAGE 6, PART VI, LINE 7A THE BOARD OF DIRECTORS OF THE FOND DU LAC AREA FOUNDATION SHALL HAVE NO MORE THAN 15 MEMBERS. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS EMAILED WITH PASSWORD PROTECTION TO ALL BOARD MEMBERS TO VIEW PRIOR TO FILING. A HARD COPY OF THE FORM 990 IS ALSO AVAILABLE FOR REVIEW. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL OR PERCEIVED CONFLICTS THAT OCCUR DURING BOARD MEETINGS. DISCLOSURES ARE DOCUMENTED IN THE BOARD MINUTES. MOST COMMON DISCLOSURE IS RELATED TO APPROVAL OF GRANTS. BOARD MEMBERS ABSTAIN ON ANY GRANT THEY HAVE A CONFLICT WITH AND THOSE ABSTENTIONS ARE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD USES THE ANNUAL NATIONAL COUNCIL ON FOUNDATIONS SURVEY FOR OFFICERS, CEO, KEY EMPLOYEES, OR EXECUTIVE DIRECTOR. THE DATA IS COMPILED FROM MORE THAN 300 COMMUNITY FOUNDATIONS. LOCAL SALARY DATA IS ALSO CONSIDERED. THE BOARD ALSO CONDUCTS AN ANNUAL EVALUATION OF JOB PERFORMANCE OF THE EXECUTIVE DIRECTOR. FORM 990, PAGE 6, PART VI, LINE 15B SALARIES ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ADDRESS SHOWN ON PAGE 1 OF FORM 990 SOPHIA TRANSFORMATIVE LEADERSHIP PARTNERS INC 384 N MAIN STREET FOND DU LAC WI 54935 SUP ORG. WI C3 12A FDL FDN false FOND DU LAC AREA REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC 1020 S MAIN ST - STE E FOND DU LAC WI 54935 SUP ORG. WI C3 12A FDL FDN false false false false false false false false false false false false false false false false false false false true SOPHIA TRANSFORMATIVE LEADERSHIP PA SOPHIA FOUNDATION INC S 7551 FMV