2024-11-04T17:28:28-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 200 EAST WASHINGTON STREET APPLETON WI 549115481 990 2023-01-01 396074258 MIELKE FAMILY FOUNDATION INC MIEL 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 PAM GRUNER PRESIDENT 9208301290 2024-11-04 1 1 MICHAEL VANDENHOGEN P00499282 9207318111 2024-11-04 2023 2024-10-15 13:58:12Z PAM GRUNER 4455 W LAWRENCE ST APPLETON WI 54914 5032763 0 X N/A X 1963 WI PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS AS DETERMINED BY THE BOARD OF DIRECTORS. 13 13 0 20 0 0 472688 10044 0 0 212701 262168 0 0 685389 272212 359110 104924 0 0 0 0 0 0 0 93905 100901 453015 205825 232374 66387 10059551 10895997 53556 25 10005995 10895972 MAKING A DIFFERENCE BY GIVING TO OUR COMMUNITIES. 0 0 127538 104924 PROVIDED APPROXIMATELY 25 GRANTS TO 23 CHARITABLE ORGANIZATIONS. 127538 1 1 0 0 0 1 0 0 0 0 0 1 0 0 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 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 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 ANNE WEST DIRECTOR AS OF 7/1/23 0.30 X 0 0 0 DAVID PLEKENPOL DIRECTOR 0.50 X 0 0 0 GREGG CURRY SECRETARY AS OF 7/1/23 & DIRECTOR 1.50 0.50 X X 0 0 0 KEVIN LOOMANS TREASURER & DIRECTOR 1.50 X X 0 0 0 LEE ALLINGER DIRECTOR 1.00 X 0 0 0 PAM GRUNER PRESIDENT AS OF 7/1/23 & DIRECTOR 1.50 X X 0 0 0 PATRICK GILL DIRECTOR 0.50 X 0 0 0 RENEE ULMAN DIRECTOR 1.00 X 0 0 0 STEPHEN MIELKE DIRECTOR 0.50 X 0 0 0 STEVE GROVER DIRECTOR 1.00 X 0 0 0 JARRAD BITTNER DIRECTOR AS OF 7/1/23 1.00 X 0 0 0 SALLY MIELKE DIRECTOR 1.00 X 0 0 0 DR DOUG MIELKE DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 0 10044 10044 10044 108447 108447 4914272 4760551 153721 153721 153721 272212 0 0 262168 104924 104924 41084 20542 20542 4770 4770 33976 33976 17675 17675 2095 1278 817 1301 794 507 205825 127538 78287 0 150 401523 0 2520006 3613440 7138022 7282407 10059551 10895997 25 53556 0 53556 25 X 9604472 10895972 401523 0 10005995 10895972 10059551 10895997 X 66387 836525 -12935 X 0 1 X 1 0 X X 1 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 391548450 8 1 42083 0 1 42083 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 16 4 10044 0 10358 95994 1017133 9878839 1 1 0 EQUITIES 3699837 F FIXED INCOME 906215 F HEDGE FUNDS 748820 F VENTURE CAPITAL 1837152 F REAL ESTATE 90383 F 7282407 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 690121 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 32858 0 0 0 0 0 0 722979 0 722979 0 0 1 1 1 0 PART I, LINE 3: COLUMN F INCLUDES $722,979 OF BOOK VALUE OF INVESTMENTS. THE ORGANIZATION FOLLOWS THE ACCRUAL METHOD OF ACCOUNTING AND ITS INVESTMENTS ARE RECORDED AT FAIR MARKET VALUE. MIELKE FAMILY FOUNDATION IS A SUPPORTING ORGANIZATION OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. THE REPORTED AMOUNT OF INVESTMENTS REPRESENTS MIELKE FAMILY FOUNDATION'S ALLOCATED PERCENTAGE OF THE INVESTMENTS THAT ARE LEGALLY OWNED BY THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. 1 DOTERRA HEALING HANDS FOUNDATION 389 S 1300 W PLEASANT GROVE UT 840623761 272840005 501(C)(3) 7500 0 INTERNATIONAL DEVELOPMENT LAWRENCE UNIVERSITY 711 E BOLDT WAY SPC 1847 APPLETON WI 549115595 390806297 501(C)(3) 51376 0 UNDERGRADUATE COLLEGES 2 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. FORM 990, PART VI, SECTION A, LINE 2 SALLY MIELKE AND DOUG MIELKE HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS CONSISTS 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 MIELKE 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 MEETING OR VIA EMAIL POLL BETWEEN AUGUST AND NOVEMBER OF EACH FISCAL YEAR. THE BOARD PRESIDENT OR ANOTHER OFFICER SIGNS THE FORM. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, 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 THERE IS NO COMPENSATION FOR ANY EMPLOYEES. 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 MIELKE FAMILY FOUNDATION INC., ON ITS WEBSITE AT WWW.CFFOXVALLEY.ORG. FORM 990, PART XI, LINE 9: PLEDGE WRITEOFF -18,142. GRANT RETURNS 5,207. 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 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 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 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0