2024-11-14T11:18:01-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 200 EAST WASHINGTON STREET APPLETON WI 549115481 990 2023-01-01 391866090 APPLETON EDUCATION FOUNDATION INC APPL 9208321517 122 E COLLEGE AVE 1-B APPLETON WI 54911 JOE TOONEN TREASURER 9208321517 2024-11-13 1 1 MICHAEL VANDENHOGEN P00499282 9207318111 2024-11-13 2023 2024-10-15 13:58:12Z JULIE KRAUSE 122 E COLLEGE AVE 1-B APPLETON WI 54911 4273278 0 X WWW.APPLETONEDUCATIONFOUNDATION.ORG X 1997 WI TO CREATIVELY ENHANCE EDUCATION IN THE COMMUNITY. 17 17 0 50 0 0 543211 1170211 40834 227976 111302 214467 82797 3683 778144 1616337 248859 297546 0 0 204651 219068 0 0 84628 121409 247009 574919 763623 203225 852714 8494049 11037729 6346 943090 8487703 10094639 X TO CREATIVELY ENHANCE EDUCATION IN THE COMMUNITY. 1 0 445839 297546 0 AWARDED GRANTS TOTALING OVER $297,000 TO SUPPORT EDUCATIONAL PROJECTS AND PROGRAMS BENEFITING APPLETON AREA SCHOOL DISTRICT STUDENTS AND STAFF MEMBERS, AS WELL AS THE COMMUNITY. EARLY CHILDHOOD DEVELOPMENT & KINDERGARTEN READINESS, AS WELL AS CAREER BASED LEARNING CONTINUE TO BE KEY INTEREST AREAS. MORE THAN $5 MILLION AWARDED SINCE 1997. 49501 0 227976 RENTED OFFICE SPACE TO THE APPLETON AREA SCHOOL DISTRICT. 495340 1 1 0 0 0 1 0 0 0 0 1 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 1 0 0 0 0 1 1 0 0 0 1 X 5 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 17 17 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 ABBY LIEBERGEN DIRECTOR 1.00 X 0 0 0 AL JOHNSON DIRECTOR 0.50 X 0 0 0 JOE TOONEN TREASURER & DIRECTOR 1.00 X X 0 0 0 DAVID PLATT PRESIDENT & DIRECTOR 1.00 X X 0 0 0 DON HIETPAS DIRECTOR 0.50 X 0 0 0 EDWARD RUFFOLO DIRECTOR 0.50 X 0 0 0 AARON SASS DIRECTOR 0.50 X 0 0 0 KRISTIN SCHROEDER DIRECTOR 0.50 X 0 0 0 NANCY JOHNSHOY DIRECTOR 0.50 0.50 X 0 0 0 ZACH SNELL VICE PRESIDENT & DIRECTOR 1.00 X X 0 0 0 YVETTE DUNLAP DIRECTOR 0.50 X 0 0 0 SHANE KOHL DIRECTOR 0.50 X 0 0 0 KYLE TRIPP SECRETARY & DIRECTOR 1.00 X X 0 0 0 MIKE CURRY DIRECTOR 0.50 X 0 0 0 SCOTT SCHEWE DIRECTOR 0.50 X 0 0 0 KRISTEN FISCHER DIRECTOR 0.50 X 0 0 0 ALLISON MOESCHBERGER DIRECTOR 0.50 X 0 0 0 JULIE KRAUSE EXECUTIVE DIRECTOR 40.00 X 0 95272 3806 0 95272 3806 0 0 0 0 COMMUNITY FOUNDATION FOR THE FOX VALLEY 4455 W LAWRENCE ST APPLETON WI 54914 LEASED EMPLOYEES AND ADMINISTRATIVE FEES 277388 1 60745 53863 20689 1034914 418379 1170211 RENT 531120 227976 227976 227976 87677 87677 2757197 2630407 126790 126790 126790 18902 60745 26305 -7403 -7403 4720 229 4491 4491 6595 6595 6595 1616337 227976 0 218150 277048 277048 20498 20498 99078 29723 49539 19816 116359 75042 22653 18664 3631 1778 1206 647 58320 29160 29160 6500 6500 11694 11694 16540 16540 4971 4971 24978 24978 11439 4056 5906 1477 729 357 242 130 37 18 12 7 9386 7509 1220 657 48331 23667 16051 8613 45151 22110 14995 8046 5680 2781 1886 1013 EDUCATION 3253 1593 1080 580 763623 495340 183655 84628 26399 24157 1100 3000 1711720 117426 237145 1594294 2093596 2778874 6099118 6637404 36691 0 8494049 11037729 6346 9091 0 933999 6346 943090 X 8486603 10091639 1100 3000 8487703 10094639 8494049 11037729 852714 754222 0 X 0 1 X 1 0 X X 1 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 391548450 8 1 58320 0 1 58320 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 6 91 15550 1206544 16979 332450 313991 6554969 1 1 1702300 108390 1593910 1410 1026 384 8010 8010 0 1594294 3225679 C EQUITIES 1733332 F FIXED INCOME 424551 F HEDGE FUNDS 350814 F VENTURE CAPITAL 860685 F REAL ESTATE 42343 F 6637404 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 323314 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 15393 0 0 0 0 0 0 338707 0 338707 0 0 1 1 1 0 PART I, LINE 3: COLUMN F INCLUDES $338,707 OF BOOK VALUE OF INVESTMENTS. THE ORGANIZATION FOLLOWS THE ACCRUAL METHOD OF ACCOUNTING AND ITS INVESTMENTS ARE RECORDED AT FAIR MARKET VALUE. APPLETON EDUCATION FOUNDATION IS A SUPPORTING ORGANIZATION OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. THE REPORTED AMOUNT OF INVESTMENTS REPRESENTS APPLETON EDUCATION FOUNDATION'S ALLOCATED PERCENTAGE OF THE INVESTMENTS THAT ARE LEGALLY OWNED BY THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. GOLF OUTING 71597 55260 16337 7776 3992 793 2386 71597 55260 16337 7776 3992 793 2386 14947 1390 1 APPLETON AREA SCHOOL DISTRICT PO BOX 2019 APPLETON WI 549122019 396000710 GOVERNMENT 250548 0 EDUCATION CARE FOX CITIES 267 RIVER DRIVE APPLETON WI 54915 814004928 501(C)(3) 11000 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING THE BUILDING FOR KIDS 100 W COLLEGE AVE APPLETON WI 549115735 391706260 501(C)(3) 10000 0 YOUTH DEVELOPMENT 3 SCHOLARSHIPS FOR GRADUATES OF THE APPLETON AREA SCHOOL DISTRICT 25 20498 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. X 1 1079 AVE HIGH/LOW @ DATE X 1 417300 APPRAISAL 0 1 0 PART I, COLUMN (B): COLUMN B REPORTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 2 RENTED OFFICE SPACE TO THE APPLETON AREA SCHOOL DISTRICT. FORM 990, PART V, LINE 2A APPLETON EDUCATION FOUNDATION 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 APPLETON EDUCATION FOUNDATION FOR THE ACTUAL WAGES AND BENEFITS PAID. 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 APPLETON EDUCATION 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 BOTH THE EXECUTIVE DIRECTOR AND THE TREASURER WILL REVIEW FOR REASONABLENESS AND APPROVE FOR FILING THE FORM 990 ON AN ANNUAL BASIS. THE ENTIRE BOARD OF DIRECTORS WILL BE PROVIDED WITH A COPY OF THE FORM 990 ANNUALLY BEFORE THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, BOARD MEMBERS, COMMITTEE MEMBERS, AND CERTAIN STAFF ARE ASKED TO COMPLETE THE CONFLICT OF INTEREST DISCLOSURE DOCUMENT. IF A CONFLICT OF INTEREST ARISES DURING THE TERM OF OFFICE OR EMPLOYMENT, THE RESPONSIBLITY OF DECLARING THE CONFLICT, WITH FULL DISCLOSURE OF PERTINENT FACTS RESTS WITH THE INDIVIDUAL. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING THE EXECUTIVE DIRECTOR'S COMPENSATION SHALL GENERALLY INCLUDE THE FOLLOWING: -GATHER RELEVANT COMPENSATION SURVEY INFORMATION -PRESIDENT OF THE BOARD OF DIRECTORS SHALL INITATE A REVIEW AND EVALUATION OF THE EXECUTIVE DIRECTOR'S PERFORMANCE, WITH INPUT FROM THE EXECUTIVE COMMITTEE MEMEBERS AND/OR OTHER MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS OR OTHER STAKEHOLDERS. -PRESIDENT OF THE BOARD OF DIRECTORS DEVELOPS A PERFORMANCE EVALUATION REPORT AND COMPENSATION RECOMMENDATION FOR APPROVAL BY THE EXECUTIVE COMMITTEE. -EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION RECOMMENDATION AND FORWARDS THE SAME TO THE BOARD OF DIRECTORS WITH THE EXECUTIVE COMMITTEE'S ACTIONS THEREON. -PRESIDENT OF THE BOARD OF DIRECTORS INFORMS THE EXECUTIVE DIRECTOR OF THE EXECUTIVE DIRECTOR'S COMPENSATION AS APPROVED BY THE BOARD OF DIRECTORS. -THE FOUNDATION CONTRACTS ITS STAFF WITH THE COMMUNITY FOUNDATION FOR THE FOX VALLEY, INC. FORM 990, PART VI, SECTION C, LINE 19 THE FOLLOWING DOCUMENTS MAY BE OBTAINED BY CONTACTING: EXECUTIVE DIRECTOR APPLETON EDUCATION FOUNDATION 122 E. COLLEGE AVENUE, SUITE 1-B APPLETON, WI 54911 (920)832-1517 -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 APPLETON EDUCATION FOUNDATION, INC., ON ITS WEBSITE AT WWW.CFFOXVALLEY.ORG. 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 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 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 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 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 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 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 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 WINAGAMIE INC 122 E COLLEGE AVE SUITE 1B APPLETON WI 54911 391041825 GOLF COURSE WI APPLETON EDUCATION FOUNDATION INC C 1467250 2561233 1.00000 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0