2024-10-28T17:19:10-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 200 EAST WASHINGTON STREET APPLETON WI 549115481 990 2023-01-01 203896774 ROBERT AND PATRICIA ENDRIES FAMILY FOUNDATION LTD ROBE 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 STEVE ENDRIES PRESIDENT 9208301290 2024-10-28 1 1 MICHAEL VANDENHOGEN P00499282 9207318111 2024-10-28 2023 2024-10-15 13:58:12Z STEVE ENDRIES 4455 W LAWRENCE ST APPLETON WI 54914 2002861 0 X N/A X 2005 WI PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS AS DETERMINED BY THE BOARD OF DIRECTORS. 9 9 0 14 0 0 50000 40000 0 0 116969 86330 0 0 166969 126330 501922 412023 0 0 0 0 0 0 0 47448 45207 549370 457230 -382401 -330900 4403427 4335231 226964 156698 4176463 4178533 TO BENEFIT PEOPLE AND NON-PROFIT ORGANIZATIONS IN NEED, PRIMARILY IN THE BRILLION AREA BUT WITH SOME CONSIDERATION TO THE FOX VALLEY, LAKESHORE AND NORTHEASTERN AREAS OF WISCONSIN. NATIONAL GIFTS WILL BE CONSIDERED ON AN EXCEPTIONAL BASIS (I.E.; HURRICANE RELIEF). 0 0 425748 412023 PROVIDED 39 GRANTS TO APPROXIMATELY 30 CHARITABLE ORGANIZATIONS. 425748 1 1 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 1 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X MICHELLE WEBER 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 X THOMAS ENDRIES TREASURER AS OF 12/1/23 & DIRECTOR 1.00 X X 0 0 0 STEVE ENDRIES PRESIDENT AS OF 12/1/23 & DIRECTOR 1.00 X X 0 0 0 PATRICIA ENDRIES PRESIDENT THRU 11/30/23 & DIRECTOR 1.00 X X 0 0 0 MARCIA ENDRIES-POMASL SECRETARY AS OF 12/1/23 & DIRECTOR 1.00 X X 0 0 0 STEVE KLESSIG DIRECTOR THRU 11/30/23 0.50 X 0 0 0 DONALD MATHIEBE DIRECTOR - THRU 11/30/23 0.50 X 0 0 0 STEVE MUELLER DIRECTOR 0.50 X 0 0 0 CHARLES KOEHLER DIRECTOR 0.50 0.50 X 0 0 0 SARAH PIELHOP DIRECTOR 0.50 X 0 0 0 TOM MULLINS DIRECTOR AS OF 12/1/23 0.50 X 0 0 0 CAROLE RAJKOVICH DIRECTOR AS OF 12/1/23 0.50 X 0 0 0 0 0 0 0 0 0 0 0 40000 40000 25319 25319 1937542 1876531 61011 61011 61011 126330 0 0 86330 412023 412023 24944 12472 12472 4765 4765 13447 13447 2051 1253 798 457230 425748 31482 0 150 1057622 1326830 3036686 2699132 309119 309119 4403427 4335231 25 226964 156673 226964 156698 X 4176463 4178533 4176463 4178533 4403427 4335231 -330900 332970 0 X 0 1 X 1 0 X X 1 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 391548450 8 1 334958 0 1 334958 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 0 2 40000 313014 99009 4178533 1 1 0 EQUITIES 1371298 F FIXED INCOME 335877 F HEDGE FUNDS 277541 F VENTURE CAPITAL 680917 F REAL ESTATE 33499 F 2699132 CASH SURRENDER VALUE OF LIFE INSURANCE 309119 309119 CENTRAL AMERICA AND THE CARIBBEAN - 0 0 INVESTMENTS 255785 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 12178 0 0 0 0 0 0 267963 0 267963 0 0 1 1 1 0 PART I, LINE 3: COLUMN F INCLUDES $267,963 OF BOOK VALUE OF INVESTMENTS. THE ORGANIZATION FOLLOWS THE ACCRUAL METHOD OF ACCOUNTING AND ITS INVESTMENTS ARE RECORDED AT FAIR MARKET VALUE. THE ROBERT AND PATRICIA ENDRIES FAMILY FOUNDATION, INC. IS A SUPPORTING ORGANIZATION OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. THE REPORTED AMOUNT OF INVESTMENTS REPRESENTS ROBERT AND PATRICIA ENDRIES FAMILY FOUNDATION'S ALLOCATED PERCENTAGE OF THE INVESTMENTS THAT ARE LEGALLY OWNED BY THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. 1 BASIC NEEDS GIVING PARTNERSHIP INC 340 N BROADWAY STE 400 GREEN BAY WI 54303 881888411 501(C)(3) 15000 0 PHILANTHROPY SALVATION ARMY - CALUMET COUNTY 16 W MAIN ST CHILTON WI 53014 362167910 501(C)(3) 10000 0 HUMAN SERVICES FRIENDS OF THE ENDRIES PERFORMING ARTS CENTER PO BOX 122 BRILLION WI 541100122 834457204 501(C)(3) 12000 0 ARTS, CULTURE & HUMANITIES COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 4455 W LAWRENCE ST APPLETON WI 54914 391548450 501(C)(3) 310014 0 PHILANTHROPY HARBOR HOUSE DOMESTIC ABUSE PROGRAMS 720 W 5TH ST APPLETON WI 54914 391870927 501(C)(3) 6000 0 DOMESTIC ABUSE ASSISTANCE 5 PART I, LINE 2: GRANT RECIPIENTS ARE EXPECTED TO ABIDE BY THE TERMS AND CONDITIONS SET FORTH IN THE 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 2 PATRICIA ENDRIES, STEVE ENDRIES, THOMAS ENDRIES AND MARCIA ENDRIES-POMASL HAVE A FAMILY RELATIONSHIP. STEVE ENDRIES AND CHUCK KOEHLER HAVE A BUSINESS RELATIONSHIP. 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 ROBERT AND PATRICIA ENDRIES FAMILY FOUNDATION, 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 THE FOUNDATION'S FORM 990 IS PREPARED BY THE CPA FIRM COMPLETING THE ANNUAL AUDIT OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. THE CFO OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. REVIEWS IT FOR REASONABLENESS. THE BOARD OF DIRECTORS APPROVE THE FORM 990 FOR FILING AT A MEETING OR VIA EMAIL POLL BETWEEN JULY AND NOVEMBER OF EACH FISCAL YEAR. THE BOARD TREASURER OR ANOTHER OFFICER SIGNS THE FORM. 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 15 FORM 990, PART VI, SEC. B, LINE 15: THE ORGANIZATION DOES NOT COMPENSATE A CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OFFICER OR KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 REQUESTS FOR THE FOLLOWING DOCUMENTS CAN BE SENT TO: CFO COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. 4455 W. LAWRENCE ST. APPLETON, WI 54914 -APPLICATION FOR RECOGNITION OF EXEMPTION UNDER SECTION 501(C)(3)(FORM 1023) -IRS DETERMINATION LETTER -ARTICLES AND BY-LAWS -CONFLICT OF INTEREST POLICY THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC. (SUPPORTED ORGANIZATION) PUBLISHES ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS, AND ANNUAL REPORT, WHICH INCLUDES THE ROBERT & PATRICIA ENDRIES FOUNDATION, INC., ON ITS WEBSITE AT WWW.CFFOXVALLEY.ORG. COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 4455 W LAWRENCE ST APPLETON WI 54914 391548450 SERVE A RANGE OF PHILANTHROPICAL INTEREST BENEFITING THE FOX VALLEY 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 WOMEN'S FUND FOR THE FOX VALLEY REGION INC 4455 W LAWRENCE ST APPLETON WI 54914 203096562 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 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0