2024-11-13T16:55:45-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 200 EAST WASHINGTON STREET APPLETON WI 549115481 990 2023-01-01 203096562 WOMEN'S FUND FOR THE FOX VALLEY REGION INC WOME 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 LISA JERMAIN DIRECTOR & PRESIDENT 9208301290 2024-11-13 1 1 MICHAEL VANDENHOGEN P00499282 9207318111 2024-11-13 2023 2024-10-15 13:58:12Z JULIE KELLER 4455 W LAWRENCE ST APPLETON WI 54914 2146386 0 X WWW.WOMENSFUNDFVR.ORG X 2005 WI INVEST IN WOMEN AND GIRLS THROUGH GRANTS, ADVOCACY, AND EDUCATION. 14 14 0 60 0 0 380767 544241 0 0 62456 111856 49572 -5212 492795 650885 154551 250868 0 0 187600 232405 0 0 19963 63359 67212 405510 550485 87285 100400 3052305 3356981 7546 9743 3044759 3347238 TO PROMOTE THE ADVANCEMENT OF WOMEN AND GIRLS IN OUR COMMUNITY - REFLECTING OUR VISION OF A COMMUNITY OF EQUALITY WHERE POWER AND OPPORTUNITY ARE NOT LIMITED BY GENDER. 0 0 484855 250868 THE WOMEN'S FUND FOR THE FOX VALLEY HARNESSES THE COLLECTIVE POWER OF PHILANTHROPY TO DIRECT RESOURCES ON CREATING, STRENGTHENING, AND ACCELERATING OPPORTUNITIES THAT ENABLE WOMEN AND GIRLS TO ACHIEVE THEIR FULL POTENTIAL. THIS WORK IS DONE THROUGH GRANTING, EDUCATION, ADVOCACY, AND STRATEGIC INITIATIVES. WE ADOPTED FOCUS AND PRIORITY AREAS TO HAVE AN EVEN GREATER IMPACT FOR WOMEN AND GIRLS. IN 2023 WE PROVIDED 82 GRANTS TO 44 DIFFERENT ORGANIZATIONS TO SUPPORT OUR FOCUS OF ADVANCING ECONOMIC OPPORTUNITIES FOR WOMEN AND GIRLS THROUGH THREE PRIORITY AREAS: CONTINUING EDUCATION; LIFE SKILLS, MENTORING AND SUPPORTS; AND MENTAL AND EMOTIONAL WELLNESS. WE HOSTED GIRL-POWERED GIVING, ENGAGING HIGH SCHOOL GIRLS IN LEADERSHIP, COMMUNITY SERVICE AND TEACHING THE NEXT GENERATION OF FEMALE LEADERS ABOUT PHILANTHROPY. 484855 1 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 WI X MICHELLE WEBER 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 KIM WETZEL PAST PRESIDENT AND DIRECTOR 1.00 X X 0 0 0 LISA JERMAIN PRESIDENT AND DIRECTOR 1.00 X X 0 0 0 LORA ZIMMER DIRECTOR 0.50 X 0 0 0 SARAH PAULSON DIRECTOR 0.50 X 0 0 0 MICHELLE DEJNO DIRECTOR 0.50 X 0 0 0 ADRIENNE HARTMAN DIRECTOR 1.00 X 0 0 0 SARAH JANSEN DIRECTOR 0.50 X 0 0 0 REBECCCA KELLNER DIRECTOR 0.50 X 0 0 0 MICHELE NEVINS TREASURER & SECRETARY 1.00 X X 0 0 0 RAISA RAMOS DIRECTOR 0.50 X 0 0 0 KERRY SCHERER DIRECTOR 0.50 X 0 0 0 KRISTY HESSE DIRECTOR 0.50 X 0 0 0 HEATHER BERESFORD DIRECTOR AS OF 7/23 0.50 X 0 0 0 POLLY OLSON DIRECTOR AS OF 7/23 0.50 X 0 0 0 JESSICA BARNES DIRECTOR THRU 6/23 0.50 X 0 0 0 AMY VANSTRATEN DIRECTOR THRU 6/23 0.50 X 0 0 0 CARMIN SOK DIRECTOR THRU 6/23 1.00 X 0 0 0 JULIE KELLER EXECUTIVE DIRECTOR 40.00 X 0 91200 3627 0 91200 3627 0 0 0 0 COMMUNITY FOUNDATION FOR THE FOX VALLEY 4455 W LAWRENCE ST APPLETON WI 54914 LEASED EMPLOYEES AND ADMINISTRATIVE FEES 256755 1 235214 70438 238589 5793 544241 33847 33847 1518469 1440460 78009 78009 78009 35090 235214 54965 -19875 -19875 14739 76 14663 14663 650885 0 0 106644 242331 242331 8537 8537 94827 81551 5690 7586 132585 113960 8525 10100 4993 4292 312 389 24350 12175 12175 7182 7182 8865 8865 3141 1564 1577 225 225 11189 9620 700 869 3044 2620 190 234 1333 1222 49 62 3733 3213 233 287 EDUCATION & TRAINING 2708 2328 169 211 1442 1442 550485 484855 45667 19963 3550 16319 27567 4250 17750 1196679 1586418 1820259 1736494 3052305 3356981 6546 9743 1000 0 7546 9743 X 3040509 3329488 4250 17750 3044759 3347238 3052305 3356981 100400 202079 0 X 0 1 X 1 0 X X 1 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 391548450 8 1 24850 0 1 24850 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A (FORM 990) PART IV, SECTION A, LINE 6 THE FILING ORGANIZATION MAKES GRANTS IN SUPPORT OF ITS SUPPORTED ORGANIZATION'S (COMMUNITY FOUNDATION FOR FOX VALLEY REGION, INC) CHARITABLE MISSION. GRANTS MADE BY THE FILING ORGANIZATION ARE CONSISTENT WITH THOSE MADE DIRECTLY BY THE SUPPORTED ORGANIZATION. THEREFORE, THE FILING ORGANIZATION IS OPERATED TO PERFORM THE FUNCTIONS OF OR CARRYOUT THE PURPOSES OF ITS SPECIFIED SUPPORTED ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36 29 50203 537932 63691 231072 785294 2561944 1 1 0 EQUITIES 882228 F FIXED INCOME 216087 F HEDGE FUNDS 178557 F VENTURE CAPITAL 438070 F REAL ESTATE 21552 F 1736494 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 164560 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 7835 0 0 0 0 0 0 172395 0 172395 0 0 1 1 1 0 PART I, LINE 3: COLUMN F INCLUDES $172,395 OF BOOK VALUE OF INVESTMENTS. THE ORGANIZATION FOLLOWS THE ACCRUAL METHOD OF ACCOUNTING AND ITS INVESTMENTS ARE RECORDED AT FAIR MARKET VALUE. WOMEN'S FUND FOR THE FOX VALLEY REGION IS A SUPPORTING ORGANIZATION OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. THE REPORTED AMOUNT OF INVESTMENTS REPRESENTS WOMEN'S FUND FOR THE FOX VALLEY REGION'S ALLOCATED PERCENTAGE OF THE INVESTMENTS THAT ARE LEGALLY OWNED BY THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. LUNCHEON 207738 179827 27911 37711 5382 MONTHLIES 62566 55387 7179 3220 4200 1000 3452 270304 235214 35090 3220 41911 1000 8834 54965 -19875 1 APRICITY 1010 STROHMEYER DR NEENAH WI 549561980 391229161 501(C)(3) 6600 0 MENTAL HEALTH & CRISIS INTERVENTION CAP SERVICES 821 E 1ST AVE STE 3 APPLETON WI 549111586 391080897 501(C)(3) 10000 0 HOUSING & SHELTER FEEDING AMERICA EASTERN WISCONSIN - FOX VALLEY 2911 W EVERGREEN DR APPLETON WI 549139202 391384593 501(C)(3) 29763 0 FOOD, AGRICULTURE & NUTRITION FIRST 5 FOX VALLEY 1001 W KENNEDY AVE SUITE C KIMBERLY WI 541362203 853772281 501(C)(3) 6000 0 HUMAN SERVICES FOX VALLEY TECHNICAL COLLEGE - APPLETON PO BOX 2277 APPLETON WI 549122277 391087276 GOVERNMENT 26894 0 EDUCATION FOX VALLEY TECHNICAL COLLEGE FOUNDATION PO BOX 2277 APPLETON WI 549122277 391264389 501(C)(3) 35684 0 EDUCATION GOLDEN HOUSE PO BOX 727 GREEN BAY WI 543050727 391342659 501(C)(3) 15000 0 HUMAN SERVICES LOTUS LEGAL CLINIC INC 130 W BRUCE ST STE 450 MILWAUKEE WI 53204 475156371 501(C)(3) 10000 0 CRIME & LEGAL-RELATED PILLARS 605 E HANCOCK ST APPLETON WI 549115023 391582471 501(C)(3) 7500 0 HOUSING & SHELTER SOAR FOX CITIES 211 E FRANKLIN ST STE A APPLETON WI 549115475 753202931 501(C)(3) 10000 0 HUMAN SERVICES THEDACARE FAMILY OF FOUNDATIONS 1818 N MEADE ST APPLETON WI 549113454 464112255 501(C)(3) 21065 0 PHILANTHROPY, VOLUNTARISM WWBIC - NORTHEAST 1191 N CASALOMA DR APPLETON WI 54913 391597954 501(C)(3) 7000 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING 12 POST SECONDARY SCHOLARSHIPS 4 8537 PART I, LINE 2: GRANT RECIPIENTS ARE EXPECTED TO ABIDE BY THE TERMS AND CONDITIONS SET FORTH IN OUR GRANT APPLICATION AND GRANT AGREEMENT, INCLUDING SUBMISSION OF PROGRESS OR FINAL REPORTS AS DEEMED APPROPRIATE BY INDIVIDUAL GRANTMAKING COMMITTEES. ELIGIBILITY FOR FUTURE FUNDING IS CONTINGENT UPON CHARITABLE ORGANIZATIONS MEETING THESE TERMS AND CONDITIONS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS CONSIST OF TWO CLASSES: APPOINTED DIRECTORS AND ELECTED DIRECTORS. THE NUMBER OF APPOINTED DIRECTORS SHALL AT ALL TIMES BE AT LEAST ONE MORE THAN THE NUMBER OF ELECTED DIRECTORS. THE APPOINTED DIRECTORS ARE APPOINTED BY THE BOARD OF DIRECTORS OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. OR DULY -AUTHORIZED COMMITTEE OF THE COMMUNITY FOUNDATION. THE COMMUNITY FOUNDATION IS THE SUPPORTED ORGANIZATION OF THE WOMEN'S FUND FOR THE FOX VALLEY REGION, INC. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO SUBMISSION OF THE 990 TO THE IRS THE AUDIT COMMITTEE REVIEWS THE 990 AND PROVIDES THE BOARD WITH A COMPLETED COPY OF THE 990 VIA EMAIL. THE BOARD TREASURER PRESENTS A REPORT TO THE BOARD AT ITS NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE DIRECTORS OF THE FOUNDATION ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT DESCRIBING THEIR RELATIONSHIPS AND THEIR FAMILY RELATIONSHIPS WITH OTHER ENTITIES DOING BUSINESS WITH THE FOUNDATION AND ALL RELATED ORGANIZATIONS. WHEN THE BOARD CONSIDERS A GRANT FOR APPROVAL, A DIRECTOR SHALL BE DEEMED TO HAVE ABSTAINED AS TO THAT PORTION OF THE GRANT REQUEST WHICH AFFECTS ANY ENTITY NOTED ON THAT DIRECTOR'S CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE DIRECTOR COMPENSATION WILL BE DECIDED ANNUALLY IN THE FALL, AFTER A REVIEW BY A SUB-COMMITTEE OF THE BOARD OF DIRECTORS, AND WILL USE COMPARABILITY DATA IN MAKING ANY COMPENSATION ADJUSTMENTS AND DOCUMENT THE PROCESS USED IN DETERMINING COMPENSATION. EXECUTIVE DIRECTOR COMPENSATION IS APPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE FOLLOWING DOCUMENTS ARE AVAILABLE ON THE WOMEN'S FUND WEBSITE AT WWW.WOMENSFUNDFVR.ORG. ANNUAL REPORT COMPETITIVE GRANT GUIDELINES AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. AND SUPPORTING ORGANIZATION, WHICH INCLUDES THE WOMEN'S FUND FOR THE FOX VALLEY REGION, INC. COPIES OF THE FOLLOWING DOCUMENTS CAN BE OBTAINED BY CONTACTING: EXECUTIVE DIRECTOR WOMEN'S FUND FOR THE FOX VALLEY REGION, INC. 4455 W. LAWRENCE ST. APPLETON, WI 54914 (920) 830-1290 APPLICATION FOR RECOGNITION OF EXEMPTION UNDER SECTION 501(C)(3) (FORM 1023) IRS DETERMINATION LETTER ARTICLES AND BY-LAWS CONFLICT OF INTEREST POLICY PART V, LINE 2A WOMEN'S FUND LEASES ALL OF ITS EMPLOYEES FROM THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. PAYROLL AND BENEFITS ARE HANDLED ADMINISTRATIVELY THROUGH THE COMMUNITY FOUNDATION AND BILLED BACK TO THE WOMEN'S FUND FOR THE ACTUAL WAGES AND BENEFITS PAID. COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 4455 W LAWRENCE ST APPLETON WI 54914 391548450 SERVE A RANGE OF PHILANTROPICAL INTEREST BENEFITING THE FV AREA WI 501(C)(3) 8 N/A 0 MIELKE FAMILY FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 396074258 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 DOUG & CARLA SALMON FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 820566250 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 APPLETON EDUCATION FOUNDATION INC 122 E COLLEGE AVE SUITE 1-B APPLETON WI 54911 391866090 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 THE WILLIAM J AND BARBARA A SCHMIDT FAMILY FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 391869271 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 COMMUNITY REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 200875816 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 ROBERT AND PATRICIA ENDRIES FAMILY FOUNDATION LTD 4455 W LAWRENCE ST APPLETON WI 54914 203896774 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 THE BOLDT FAMILY FUND INC 4455 W LAWRENCE ST APPLETON WI 54914 812176525 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0