2024-10-28T14:46:54-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 200 EAST WASHINGTON STREET APPLETON WI 549115481 990 2023-01-01 391869271 THE WILLIAM J AND BARBARA A SCHMIDT FAMILY FOUNDATION INC WILL 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 BARBARA SCHMIDT PRESIDENT 9208301290 2024-10-28 1 1 MICHAEL VANDENHOGEN P00499282 9207318111 2024-10-28 2023 2024-10-15 13:58:12Z BARBARA SCHMIDT 4455 W LAWRENCE ST APPLETON WI 54914 1947908 0 X N/A X 1997 WI PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS AS DETERMINED BY THE BOARD OF DIRECTORS. 5 5 0 10 0 0 0 50000 0 0 409024 744033 0 0 409024 794033 1338238 802589 0 0 0 0 0 0 0 62541 51687 1400779 854276 -991755 -60243 6861017 7236734 382150 195764 6478867 7040970 TO PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS AS DETERMINED BY THE BOARD OF DIRECTORS. 0 0 818037 802589 PROVIDED APPROXIMATELY 41 GRANTS TO 26 CHARITABLE ORGANIZATIONS. 818037 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 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 BARBARA SCHMIDT PRESIDENT AND DIRECTOR 1.00 X X 0 0 0 BRAD BENZ TREASURER THRU 10/23 1.00 X X 0 0 0 MARNE KELLER-KRIKAVA DIRECTOR 0.50 X 0 0 0 DR SARAH SCHMIDT VICE PRESIDENT/SECRETARY/TREASURER 1.00 X X 0 0 0 STEPHEN KUPER DIRECTOR THRU 10/23 0.50 X 0 0 0 NANCY ARMBRUST DIRECTOR 0.50 X 0 0 0 CHRIS WOLESKE DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 0 50000 50000 119262 119262 1778646 1153875 624771 624771 624771 794033 0 0 744033 802589 802589 29282 14641 14641 21083 21083 1322 807 515 854276 818037 36239 0 150 6861017 7236584 6861017 7236734 25 382150 195739 382150 195764 X 6478867 7040970 6478867 7040970 6861017 7236734 -60243 622346 0 X 0 1 X 1 0 X X 1 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 391548450 8 1 30282 0 1 30282 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 4 1 50000 430589 372000 116991 6923979 1 1 0 1 BASIC NEEDS GIVING PARTNERSHIP INC 340 N BROADWAY STE 400 GREEN BAY WI 54303 881888411 501(C)(3) 70000 0 PHILANTHROPY, VOLUNTARISM CHIARAVALLE MONTESSORI SCHOOL 425 DEMPSTER ST EVANSTON IL 602014706 362580506 501(C)(3) 95000 0 EDUCATION CHICAGO JESUIT ACADEMY 5058 W JACKSON BLVD CHICAGO IL 606444324 202091040 501(C)(3) 60000 0 EDUCATION CONNECTIONS FOR THE HOMELESS INC 2121 DEWEY AVE EVANSTON IL 602013057 363346917 501(C)(3) 175000 0 HOUSING & SHELTER COTS 819 S WEST AVE APPLETON WI 549152392 391913179 501(C)(3) 25000 0 HOUSING & SHELTER FIRST CONGREGATIONAL UCC 724 E SOUTH RIVER ST APPLETON WI 549152257 390816821 501(C)(3) 16000 0 RELIGION-RELATED GEANCO FOUNDATION 350 S GRAND AVE 25TH FL LOS ANGELES CA 90071 203498204 501(C)(3) 100000 0 EDUCATION GREATER CHICAGO FOOD DEPOSITORY 4100 W ANN LURIE PL CHICAGO IL 606323920 362971864 501(C)(3) 10000 0 FOOD, AGRICULTURE & NUTRITION KENYA WORKS PO BOX 1572 APPLETON WI 549121572 050623727 501(C)(3) 23500 0 INTERNATIONAL, FOREIGN AFFAIRS LEAVEN INC 1475 OPPORTUNITY WAY MENASHA WI 54952 391572168 501(C)(3) 25000 0 HUMAN SERVICES PILLARS 605 E HANCOCK ST APPLETON WI 549115023 391582471 501(C)(3) 50000 0 HOUSING & SHELTER REVOLUTION WORKSHOP 3410 W LAKE ST CHICAGO IL 60624 822354651 501(C)(3) 75000 0 EMPLOYMENT, JOB RELATED RIVERVIEW GARDENS INC 1101 S ONEIDA ST APPLETON WI 54915 463208900 501(C)(3) 25000 0 ENVIRONMENT WISDOMESTHER PO BOX 784 NEENAH WI 549570784 201644135 501(C)(3) 7500 0 PHILANTHROPY, VOLUNTARISM 14 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 2 SARAH SCHMIDT AND BARBARA SCHMIDT HAVE A FAMILY 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 WILLIAM J AND BARBARA A SCHMIDT FAMILY FOUNDATION, INC. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES 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 WILL APPROVE THE FORM 990 FOR FILING AT A REGULARLY SCHEDULED MEETING BETWEEN JULY AND NOVEMBER OF EACH FISCAL YEAR OR BY EMAIL POLL. THE BOARD PRESIDENT 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 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, ANNUAL REPORT AND COMPETITIVE GRANT GUIDELINES, WHICH INCLUDES THE WILLIAM J AND BARBARA A SCHMIDT FAMILY FOUNDATION, INC., ON ITS WEBSITE AT WWW.CFFOXVALLEY.ORG. FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION DOES NOT COMPENSATE A CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OFFICER OR KEY EMPLOYEE. COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 4455 W LAWRENCE ST APPLETON WI 54914 391548450 SERVE A RANGE OF PHILANTHROPICAL 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 ENHANCE THE QUALITY OF LIFE FOR COMMUNITY RESIDENTS WI 501(C)(3) 12-1 CFFVR INC 0 DOUG & CARLA SALMON FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 820566250 ENHANCE THE QUALITY OF LIFE FOR COMMUNITY RESIDENTS WI 501(C)(3) 12-1 CFFVR INC 0 APPLETON EDUCATION FOUNDATION INC 122 E COLLEGE AVE SUITE 1-B APPLETON WI 54911 391866090 ENHANCE THE QUALITY OF LIFE FOR COMMUNITY RESIDENTS 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 ENHANCE THE QUALITY OF LIFE FOR COMMUNITY RESIDENTS 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 ENHANCE THE QUALITY OF LIFE FOR COMMUNITY RESIDENTS WI 501(C)(3) 12-1 CFFVR INC 0 ROBERT AND PATRICIA ENDRIES FAMILY FOUNDATION LTD 4455 W LAWRENCE ST APPLETON WI 54914 203896774 ENHANCE THE QUALITY OF LIFE FOR COMMUNITY RESIDENTS WI 501(C)(3) 12-1 CFFVR INC 0 THE BOLDT FAMILY FUND INC 4455 W LAWRENCE ST APPLETON WI 54914 812176525 ENHANCE THE QUALITY OF LIFE FOR COMMUNITY RESIDENTS WI 501(C)(3) 12-1 CFFVR INC 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0