2024-08-26T10:18:02-04:00 2023-12-31 391392227 HUBERTY & ASSOCIATES SC 37 N PIONEER RD FOND DU LAC WI 54935 990 2023-01-01 510181570 FOND DU LAC AREA FOUNDATION FOND 9209212215 1020 S MAIN ST SUITE E FOND DU LAC WI 54935 GREG GILES CURRENT EXEC DIR 9209212215 2024-08-22 false CYNTHIA HINTZ CPA P00576742 9209238400 2024-08-22 2023 2024-08-08 14:25:15Z GREG GILES 1020 S MAIN ST SUTIE E FOND DU LAC WI 54935 23599426 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 7 11 0 2996161 3827379 0 23001 1609031 39081 3175 3058243 5439585 3290574 2919824 0 533746 528820 0 105356 256109 222210 4080429 3670854 -1022186 1768731 60163927 68131111 6049355 5996799 54114572 62134312 CREATING A BETTER COMMUNITY BY PROMOTING PHILANTHROPY, AWARDING EFFECTIVE GRANTS, AND PROVIDING LEADERSHIP ON IMPORTANT COMMUNITY ISSUES TODAY AND FOREVER. false false 3105492 2919824 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. 3105492 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 true false false false false false false false false true false false false false true false false false true 0 0 7 true false 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 GREG GILES 9209212215 1020 S MAIN ST SUTIE E FOND DU LAC WI 54935 AARON SADOFF EXECUTIVE DI 40.00 X 161345 0 24200 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 DAVID J HORNUNG CHAIR 1.00 X X 0 0 0 STEVE G MILLIN TREASURER 1.00 X X 0 0 0 KELLY NORTON MEMBER 1.00 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 GREG GILES CURRENT EXEC 1.00 X 0 0 0 161345 24200 1 false true false 3827379 320589 3827379 1444580 1444580 18324292 18159841 164451 164451 164451 LIFE INSURANCE GAIN 900099 3175 3175 3175 5439585 1612206 2618349 2618349 301475 301475 185545 51824 101403 32318 264834 73971 144736 46127 17970 5019 9820 3131 27957 7808 15279 4870 32514 9081 17769 5664 18450 18450 84675 84675 13962 4189 8377 1396 30034 12014 15017 3003 2472 989 1236 247 5108 2043 2554 511 21840 21840 2156 970 1078 108 1804 722 902 180 3336 932 1823 581 DUES AND PERMITS 19716 7886 10844 986 EVENTS 7566 3783 3783 SUPPLIES 7457 2983 2386 2088 MISCELLANEOUS 3634 1454 1817 363 3670854 3105492 460006 105356 191131 630583 5534275 4913345 3000 27061 4358 757931 22703 53577863 62461578 99727 102902 60163927 68131111 7127 7398 500 462825 5578903 5989401 6049355 5996799 X 54114572 62134312 54114572 62134312 60163927 68131111 X 1768731 6908147 -330304 -326834 X false true X true false X 2610199 8036229 5732709 2996161 3827379 23202677 2610199 8036229 5732709 2996161 3827379 23202677 8602407 14600270 779050 546381 770195 1210439 1444580 4750645 18021 6591 3870 42159 3175 73816 28027138 0.52090 0.49300 X PART II, LINE 10 MISCELLANEOUS 70,641 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 128 106 2150692 722229 1144926 301475 21095713 9423829 true true 54485419 3825980 8606354 -3174394 -621414 63121945 66302442 2996163 -10857272 -3325680 -630234 54485419 56848990 6012334 6120679 -2068428 -611133 66302442 43305128 9627900 6933607 -2429852 -587793 56848990 35573017 2701745 6969244 -1848879 -89999 43305128 1.00000 false false 27061 4358 22703 22703 FUND HELD FOR THE BENEFIT OF OTHERS 5989401 5989401 X 12263057 6908147 6908147 5354910 84675 84675 5439585 3586179 3586179 84675 84675 3670854 SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT CONSISTS OF 533 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 ORGANIZATIONS ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION AND THE SUPPORTING ORGANIZATIONS 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 ORGANIZATIONS 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, 2023. ALL YEARS NOT CLOSED BY THE STATUTE OF LIMITATIONS REMAIN OPEN FOR EXAMINATION BY TAX JURISDICTIONS. true ARCHDIOCESE OF MILWAUKEE 3501 S LAKE DR ST FRANCIS WI 53235 390807221 3 20000 GENERAL SUPPORT BADGERLAND YOUTH FOR CHRIST 303 E 9TH ST FOND DU LAC WI 54935 237391603 3 70000 GENERAL SUPPORT BEAVER DAM ROTARY CLUB PO BOX 482 BEAVER DAM WI 53916 391374870 3 19195 GENERAL SUPPORT BEAVER DAM UNIFIED SCHOOL DISTRICT 400 E BURNETT STREET BEAVER DAM WI 53916 396031224 GOV 29500 GENERAL SUPPORT BIG BROTHERS BIG SISTERS OF FDL COU 448 S MILITARY RD FOND DU LAC WI 54935 391330971 3 10000 GENERAL SUPPORT BO'S HEAVENLY CLUBHOUSE 121 S CEDAR STREET HORICON WI 53032 813578245 3 12500 GENERAL SUPPORT BOYS & GIRLS CLUB OF FDL 90 W 2ND STREET FOND DU LAC WI 54935 391896496 3 15000 GENERAL SUPPORT CARE INC 363 S MAIN STREET FOND DU LAC WI 54935 830695827 3 118410 GENERAL SUPPORT CHILDREN'S MUSEUM OF FDL 75 W SCOTT STREET FOND DU LAC WI 54935 562471187 3 15000 GENERAL SUPPORT CHURCH HEALTH SERVICES INC 115 N CENTER ST BEAVER DAM WI 53916 391759669 3 352674 GENERAL SUPPORT CHURCH OF OUR SAVIOUR 363 S MAIN ST FOND DU LAC WI 54935 390856679 3 5500 GENERAL SUPPORT CITY OF BEAVER DAM 205 LINCOLN AVE BEAVER DAM WI 53916 396005396 GOV 300000 GENERAL SUPPORT CITY OF WAUPUN 201 MAIN ST WAUPUN WI 53963 396005646 GOV 74618 GENERAL SUPPORT CRISTO REY RANCH N8102 COUNTY RD WW MOUNT CALVARY WI 53057 391816887 3 10000 GENERAL SUPPORT FDL AREA UNITED WAY 74 S MAIN STREET SUITE 201 FOND DU LAC WI 54935 390806194 3 14146 GENERAL SUPPORT FDL AREA WOMEN'S FUND 116 N MAIN STREET FOND DU LAC WI 54935 463045282 3 15342 GENERAL SUPPORT FDL COUNTY 160 S MACY ST FOND DU LAC WI 54935 396005696 GOV 37500 GENERAL SUPPORT FDL HIGH SCHOOL 801 CAMPUS DR FOND DU LAC WI 54935 391411371 GOV 7550 GENERAL SUPPORT FDL HUMANE SOCIETY 652 TRIANGLE RD FOND DU LAC WI 54935 391138151 3 98178 GENERAL SUPPORT FDL PUBLIC LIBRARY 32 SHEBOYGAN ST FOND DU LAC WI 54935 391627883 3 5431 GENERAL SUPPORT FDL SCHOOL DISTRICT 72 W 9TH STREET FOND DU LAC WI 54935 391411371 GOV 63700 GENERAL SUPPORT FDL YMCA 90 W 2ND STREET FOND DU LAC WI 54935 390806436 3 85332 GENERAL SUPPORT FOND DU LAC COUNTY AGRICULTURAL SOC PO BOX 1466 FOND DU LAC WI 549361466 390824864 3 7500 GENERAL SUPPORT FONDY FOOD PANTRY 573 W ROLLING MEADOWS DR FOND DU LAC WI 54935 510156435 3 47500 GENERAL SUPPORT FRIENDS OF WOMEN IN RECOVERYBEACON PO BOX 1524 FOND DU LAC WI 54935 391678741 3 18500 GENERAL SUPPORT HOLY FAMILY 271 FOURTH ST WAY FOND DU LAC WI 54937 391998002 3 106205 GENERAL SUPPORT HUSTIFORD SCHOOL DISTRICT 845 SOUTH LAKE STREET HUSTISFORD WI 53034 396008357 GOV 15000 GENERAL SUPPORT MARQUETTE UNIVERSITY PO BOX 1881 MILWAUKEE WI 530201881 390806251 3 10000 GENERAL SUPPORT MARSH HAVEN NATURE CENTER W10145 STATE RD 49 WAUPUN WI 53963 391491666 3 5500 GENERAL SUPPORT MCLEAN HOSPITAL 339 REVOLUTHION DRIVE NO 645 SOMERVILLE MA 02145 042697981 3 150000 GENERAL SUPPORT MEDICAL COLLEGE OF WISCONSIN PO BOX 26509 MILWAUKEE WI 532260509 390806261 3 10000 GENERAL SUPPORT MORAINE PARK FOUNDATION 235 N NATIONAL AVE FOND DU LAC WI 54935 510188166 3 155000 GENERAL SUPPORT MT CALVARY FIRE DEPARTMENT 999 FOND DU LAC ST FOND DU LAC WI 53057 134316596 GOV 65000 GENERAL SUPPORT NAMI OF FDL 21 E 2ND STREET 104 FOND DU LAC WI 54935 391466269 3 10000 GENERAL SUPPORT FOND DU LAC ROTARY CLUB CHARITIES PO BOX 182 FOND DU LAC WI 54936 391342747 3 26501 GENERAL SUPPORT SALEM UNITED METHODIST CHURCH 120 SHEBOYGAN ST FOND DU LAC WI 54935 390978440 3 5174 GENERAL SUPPORT SALVATION ARMY 5550 PRAIRIE STONE PARKWAY HOFFMAN ESTATES IL 60192 362167910 3 38664 GENERAL SUPPORT SAMARITAN FREE CLINIC 430 E DIVISION STREET FOND DU LAC WI 54935 391684956 3 10553 GENERAL SUPPORT SANDI PAWS RESCUE 29 W BANK ST FOND DU LAC WI 54935 471816457 3 10000 GENERAL SUPPORT SCHOOL DISTRICT OF NFDL 1115 THURKE AVE NORTH FOND DU LAC WI 54937 396003692 GOV 10000 GENERAL SUPPORT SCHOOL DISTRICT OF OAKFIELD 200 W WHITE STREET OAKFIELD WI 53065 396003730 GOV 7200 GENERAL SUPPORT SLEEP IN HEAVENLY PEACE INC PO BOX 3373 NAMPA ID 83653 464346568 3 10000 GENERAL SUPPORT SOLUTIONS CENTER SHELTER & SUPPORT 39 N SOPHIA ST FOND DU LAC WI 54935 391452956 3 15000 GENERAL SUPPORT ST CHARLES CEMETARY N8171 BITTERSWEET CT FOND DU LAC WI 54935 391998002 3 7664 GENERAL SUPPORT ST FRANCIS HOME FOUNDATION 430 E DIVISION STREET FOND DU LAC WI 54935 391684956 3 5161 GENERAL SUPPORT ST MARK'S EPISCOPAL CHURCH 1314 RAWSON AVE SOUTH MILWAUKEE WI 53172 311629166 3 10000 GENERAL SUPPORT ST LAWRENCE SEMINARY 301 CHURCH ST MT CALVARY WI 53057 390807050 3 10322 GENERAL SUPPORT ST MARY'S SPRINGS ACADEMY 255 COUNTY ROAD K FOND DU LAC WI 54935 391130623 3 225982 GENERAL SUPPORT ST VINCENT DE PAUL SOCIETY 330 N PETERS AVE FOND DU LAC WI 54935 390824875 3 31750 GENERAL SUPPORT THE ARC OF FDL 500 N PARK AVE FOND DU LAC WI 54935 391034161 3 25000 GENERAL SUPPORT THELMA CENTER FOR THE ARTS 51 SHEBOYGAN ST FOND DU LAC WI 54935 391816401 3 6728 GENERAL SUPPORT VILLAGE OF LOMIRA 425 S WATER ST LOMIRA WI 53048 396006306 GOV 19935 GENERAL SUPPORT 52 SCHOLARSHIPS 215 301475 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 true false X X false false false false false false false false false AARON SADOFF EXECUTIVE DIRECTOR 161345 11200 13000 185545 X 6 320589 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 FORM 990, PART XI, LINE 9 NONRECIPROCAL TRANSFER -326,834 TRANSFER OF REAL ESTATE FROM SUPPORTED ORGANIZATION, FOND DU LAC AREA REAL ESTATE AND PERSONAL PROPERTY FOUNDATION, INC. WAS EFFECTIVE JANUARY 1, 2023 PART XI LINE 8 PRIOR PERIOD ADJUSTMENT - DURING THE YEAR, CERTAIN INDIVIDUAL FUNDS CHANGED FROM DESIGNATED-TYPE OR DONOR ADVISED TO AGENCY-TYPE FUNDS RESULTING IN FUNDS HELD FOR THE BENEFIT OF OTHERS BEING UNDERSTATED BY 330,304. THE CHANGE DECREASED THE BEGINNING NET ASSETS WITHOUT DONOR RESTRICTIONS BY 330,304. SOPHIA TRANSFORMATIVE LEADERSHIP PARTNERS INC 384 N MAIN STREET FOND DU LAC WI 54935 721526171 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 853691296 SUP ORG. WI C3 12A FDL FDN false false false false false false false false false false false true false false true false false false false true FOND DU LAC AREA REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC S 1000 CASH AMOUNT SOPHIA TRANSFORMATIVE LEADERSHIP PARTNERS S 1000 CASH AMOUNT FOND DU LAC AREA REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC K 21840 CASH AMOUNT FOND DU LAC AREA REAL ESTATEAND PERSONAL PROPERTY FOUNDATION S 326834 REAL EST BOOK VALUE