2024-11-12T16:40:58-06:00 2023-12-31 390912608 HAWKINS ASH CPAS LLP 500 S SECOND STREET SUITE 200 LA CROSSE WI 54601 990 2023-01-01 363500853 WINONA COMMUNITY FOUNDATION WINO 5074546511 111 RIVERFRONT SUITE 2E WINONA MN 55987 KATHY PETERSON CHAIR 5074546511 2024-11-12 1 1 BRITTANY F LEONARD P01646690 6087847737 2024-10-28 2023 2024-10-15 13:58:12Z KATHY PETERSON 111 RIVERFRONT SUITE 2E WINONA MN 55987 7026333 0 X WWW.WINONACF.ORG X 1987 MN TO IMPROVE THE QUALITY OF LIFE IN THE WINONA AREA BY EDUCATING THE PUBLIC ABOUT THE PRACTICE OF PHILANTHROPY AND ITS BENEFITS BOTH TO DONORS AND TO THE COMMUNITY, CONNECTING PEOPLE WITH CHARITABLE INTENT AND RESOURCES WITH ORGANIZATIONS AND CAUSES THAT CAN ADVANCE THE PUBLIC GOOD, GATHERING, PRESERVING, AND STEWARDING PHILANTHROPIC RESOURCES, COLLABORATING WITH OTHER CHARITABLE ORGANIZATIONS, SERVING AS A CATALYST FOR SELECTED COMMUNITY INITIATIVES, AND MAKING GRANTS TO PROJECTS AND CAUSES THAT ADDRESS BOTH THE NEEDS AND THE OPPORTUNITIES PRESENT IN THE COMMUNITY. 14 14 4 18 0 0 1230035 1998147 63165 63871 -511 263906 34202 83424 1326891 2409348 1971443 1681381 0 0 203421 199738 0 0 44048 447908 519210 2622772 2400329 -1295881 9019 14899385 17131515 3697242 4281118 11202143 12850397 X TO IMPROVE THE QUALITY OF LIFE IN THE WINONA AREA BY EDUCATING THE PUBLIC ABOUT THE PRACTICE OF PHILANTHROPY AND ITS BENEFITS BOTH TO DONORS AND TO THE COMMUNITY, CONNECTING PEOPLE WITH CHARITABLE INTENT AND RESOURCES WITH ORGANIZATIONS AND CAUSES THAT CAN ADVANCE THE PUBLIC GOOD, GATHERING, PRESERVING, AND STEWARDING PHILANTHROPIC RESOURCES, COLLABORATING WITH OTHER CHARITABLE ORGANIZATIONS, SERVING AS A CATALYST FOR SELECTED COMMUNITY INITIATIVES, AND MAKING GRANTS TO PROJECTS AND CAUSES THAT ADDRESS BOTH THE NEEDS AND THE OPPORTUNITIES PRESENT IN THE COMMUNITY. 0 0 2109987 1681381 140695 CONNECTING DONORS WITH CHARITABLE NEEDS THROUGH DILIGENT STEWARDING OF DONATIONS, WINONA COMMUNITY FOUNDATION CONTINUED TO FOSTER ITS MISSION IN 2023 WITH 583 GRANTS DISBURSED. THE FOUNDATION CONTINUES TO GROW ITS CAPACITY TO NOT ONLY MANAGE AND ADMINISTER CHARITABLE DOLLARS, BUT ALSO PARTNER FUTURE GIFTS WITH THE NEW IDENTIFIED NEEDS, AS WELL AS BETTER ADVOCATE AND FACILITATE COMMUNITY CONVERSATIONS ON SUCH NEEDS TO ENSURE THE MOST IMPACT IN THE USE OF THESE CHARITABLE GIFTS. 2109987 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 1 19 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X X X THE ORGANIZATION 5074546511 111 RIVERFRONT SUITE 2E WINONA MN 55987 ANDREW GUZZO DIRECTOR 1.00 X 0 0 0 AARON YOUNG TREASURER 2.00 X X 0 0 0 KATHLEEN PETERSON CHAIR 2.00 X X 0 0 0 ANGELA LALLEMONT DIRECTOR 1.00 X 0 0 0 ANN GIBSON SECRETARY 1.00 X X 0 0 0 AMANDA HEDLUND DIRECTOR - THROUGH 6/30/2023 1.00 X 0 0 0 MAURELLA CUNNINGHAM DIRECTOR 1.00 X 0 0 0 JACKIE CZAPLEWSKI DIRECTOR 1.00 X 0 0 0 KEVIN O'REILLY DIRECTOR 1.00 X 0 0 0 COREY HANCOCK DIRECTOR 1.00 X 0 0 0 JOLENE VASELAAR DIRECTOR 1.00 X 0 0 0 REBECCA FRANZEN DIRECTOR 1.00 X 0 0 0 DAVE JENSEN DIRECTOR 1.00 X 0 0 0 CINDY TELSTAD DIRECTOR 1.00 X 0 0 0 JACOB WOODWORTH VICE CHAIR 2.00 X X 0 0 0 NANCY BROWN EXECUTIVE DIRECTOR 40.00 X 100382 0 4644 MANDI OLSON FINANCE DIRECTOR 25.00 X 44825 0 3419 145207 0 8063 1 0 0 0 0 1998147 700120 1998147 SERVICE FEES 523000 63871 63871 63871 308134 308134 4572757 4616985 -44228 -44228 -44228 6600 0 6600 6600 MISCELLANEOUS INCOME 900099 76824 76824 76824 2409348 140695 0 270506 1681381 1681381 145207 43563 72603 29041 40256 12076 20128 8052 497 149 249 99 13778 4133 6889 2756 14095 14095 66958 66958 17679 17679 24552 2455 22097 4852 4488 364 15301 4590 7651 3060 2544 2544 562 418 102 42 2554 766 1277 511 PROGRAM EXPENSES 346652 346652 INDIRECT COSTS OF SPECI 11071 11071 MEMBERSHIP DUES 5373 5373 BANK FEES 3122 2613 509 3895 120 3652 123 2400329 2109987 246294 44048 54340 90150 4970 1753 7564 6520 1607 1044 14799418 17012056 39050 26512 14899385 17131515 12424 11608 3684818 4269510 3697242 4281118 X 4821601 5323347 6380542 7527050 11202143 12850397 14899385 17131515 9019 1639235 0 X X 0 1 X 1 0 X 1767999 924628 2165655 1230035 1998147 8086464 1767999 924628 2165655 1230035 1998147 8086464 2889513 5196951 250677 194148 322686 221633 308134 1297278 9383742 0.55380 0.55310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48 629409 830449 2981443 1 1 2559046 309342 472563 142605 3198346 3010550 161000 -504075 108429 2559046 2710724 1338 437705 139217 3010550 2504133 5312 375673 174394 2710724 2237837 360241 492030 121406 464569 2504133 0.18351 0.48846 0.32803 1 0 1190 873 317 6374 5647 727 1044 AGENCY FUNDS 4242473 OPERATING LEASE LIABILITY 27037 4269510 X 3981625 1639235 1639235 2342390 66958 66958 2409348 2333371 0 2333371 66958 66958 2400329 PART V, LINE 4: THE COMMUNITY FOUNDATION HOLDS SEVERAL ENDOWMENTS THAT IMPROVE THE QUALITY OF THE LIFE IN THE WINONA AREA BY MAKING GRANTS TO PROJECTS AND CAUSES THAT ADDRESS BOTH THE NEEDS AND THE OPPORTUNITIES PRESENT IN THE COMMUNITY. PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZES A TAX LIABILITY (OR ASSET) IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FOUNDATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE, IF INCURRED. 1 ADVOCACY CENTER OF WINONA 100 LATSCH SQUARE SUITE 201 WINONA MN 55987 411356358 501(C)3 0 17030 GENERAL SUPPORT AMERICAN RED CROSS - SOUTHEAST MINN CHAP 305 ALLIANCE PLACE NE ROCHESTER MN 55906 410693841 501(C)3 0 10819 2023 DISTRIBUTION BENEDICTINE FOUNDATION 1347 WEST BROADWAY WINONA MN 55987 410850791 501(C)3 0 20000 GENERAL SUPPORT CATHOLIC CHARITIES OF SOUTHERN MINNESOTA 111 MARKET STREET POST OFFICE BOX 379 WINONA MN 55987 410721636 501(C)3 0 24050 GENERAL SUPPORT CITY OF WINONA 207 LAFAYETTE STREET POST OFFICE BOX 378 WINONA MN 55987 416005651 501(C)3 0 7680 GENERAL SUPPORT COTTER SCHOOLS 1115 WEST BROADWAY ST WINONA MN 55987 411653997 501(C)3 0 30000 2023 ANNUAL SUSTAINING FUND FAMILY & CHILDREN'S CENTER 601 FRANKLIN STREET WINONA MN 55987 390821863 501(C)3 0 57976 GENERAL SUPPORT GIRLS ON THE RUN OF GREATER KNOXVILLE INC PO BOX 1046 POWELL TN 37849 202914907 501(C)3 0 30000 BK5K (TN) GREAT RIVER SHAKESPEARE FESTIVAL PO BOX 377 WINONA MN 55987 010765907 501(C)3 0 20000 GENERAL SUPPORT HOME & COMMUNITY OPTIONS INC 66 E THIRD ST WINONA MN 55987 411278194 501(C)3 0 30000 GENERAL SUPPORT MID VALLEY SCHOOL DISTRICT 52 UNDERWOOD RD THROOP PA 18512 211710826 0 6500 GENERAL SUPPORT MINNESOTA BEETHOVEN FESTIVAL POST OFFICE BOX 1143 WINONA MN 55987 263451875 501(C)3 0 10000 GENERAL SUPPORT MINNESOTA MARINE ART MUSEUM 800 RIVERVIEW DRIVE WINONA MN 55987 721580723 501(C)3 0 20000 GENERAL SUPPORT SAINT MARY'S UNIVERSITY OF MINNESOTA 700 TERRACE HEIGHTS 21 WINONA MN 55987 410695527 501(C)3 0 74550 GENERAL SUPPORT ST JOHN'S LUTHERAN SCHOOL 42685 COUNTY RD 12 DAKOTA MN 55925 390842084 501(C)3 0 17871 GENERAL SUPPORT WINONA AREA PUBLIC SCHOOLS 903 GILMORE AVENUE WINONA MN 55987 416004759 0 6000 GENERAL SUPPORT WINONA FAMILY YMCA 902 PARKS AVE WINONA MN 55987 410693890 501(C)3 0 30000 GENERAL SUPPORT WINONA HEALTH FOUNDATION 855 MANKATO AVENUE POST OFFICE BOX 5600 WINONA MN 55987 411879744 501(C)3 0 20000 GENERAL SUPPORT WINONA ORC INDUSTRIES INC 1053 EAST MARK STREET WINONA MN 55987 411225014 501(C)3 0 23000 GENERAL SUPPORT WINONA OUTDOOR COLLABORATIVE 366 E 3RD ST WINONA MN 55987 852943196 501(C)3 0 15850 GENERAL SUPPORT WINONA VOLUNTEER SERVICES 402 EAST SECOND STREET WINONA MN 55987 237376207 501(C)3 0 285124 GENERAL SUPPORT BIG BROTHERS BIG SISTERS OF THE 7 RIVERS REGION 313 4TH STREET SOUTH LA CROSSE WI 55987 391762460 501(C)3 0 15000 GENERAL SUPPORT BLUFF COUNTRY FAMILY RESOURCES 114 MAIN ST PO BOX 294 HOKAH MN 55941 611502808 501(C)3 0 5380 GENERAL SUPPORT ENGAGE WINONA PO BOX 455 WINONA MN 55987 822726124 501(C)3 0 6000 2023-2024 RESILIENT COORDINATION STEAMBOAT DAYS OF WINONA 111 RIVERFRONT SUITE 2E WINONA MN 55987 363500853 501(C)3 0 15000 INV. 11091 MAYO CLINIC FOUNDATION 200 FIRST STREET SW ROCHESTER MN 55905 416011702 501(C)3 0 10000 GENERAL SUPPORT MINNESOTA MASTERPIECE HALL PO BOX 322 WINONA MN 55987 881081197 501(C)3 0 50000 GENERAL SUPPORT NORTH THURSTON PUBLIC SCHOOLS 305 COLLEGE ST NE LACEY WA 98506 911433235 0 7500 GENERAL SUPPORT SEMCAC 204 ELM STREET PO BOX 549 RUSHFORD MN 55971 410907135 501(C)3 0 7500 GENERAL SUPPORT TAAL SPORTS 1477 CHAMIREY DR SW MARIETTA GA 30008 882139529 501(C)3 0 10000 GENERAL SUPPORT GOODFELLOWS 111 RIVERFRONT SUITE 2E WINONA MN 55987 363500853 0 29400 TARGET VOUCHERS WINONA WRESTLING CLUB 3770 W 7TH ST WINONA MN 55987 841743646 501(C)3 0 19331 GENERAL SUPPORT 32 5 PART I, LINE 2: THE STAFF REVIEW GRANT REQUESTS FROM DONOR ADVISED FUNDS AND OBTAIN VERIFICATION OF THE GRANTEES 501(C)3 STATUS. THE REQUESTS ARE THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR APPROVAL. ALL OTHER GRANT REQUESTS FROM ELIGIBLE 501(C)3 ENTITIES ARE REVIEWED BY THE GRANT COMMITTEE, WHO THEN SUBMITS SELECTED GRANTS TO THE BOARD OF DIRECTORS FOR APPROVAL. GREAT RIVER SHAKESPEARE FESTIVAL DIRECTOR IS THE EXECUTIVE DIRECTOR OF THIS ORGANIZATION 32650 GRANTS GENERAL SUPPORT HABITATE FOR HUMANITY DIRECTOR IS A BOARD MEMBER OF THIS ORGANIZATION 2800 GRANTS GENERAL SUPPORT MERCHANTS BANK DIRECTOR IS AN EXECUTIVE WITH THE BANK 36405 INVESTMENT FEES 0 X 10806 695423 FMV ON DATE GIFT X CRANE 1 4697 FMV ON DATE GIFT 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE 990 PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EVERY PERSON COVERED BY THE POLICY SUBMITS IN WRITING TO THE EXECUTIVE DIRECTOR A CONFLICT OF INTEREST/DISCLOSURE STATEMENT LISTING ALL FINANCIAL AND CONFLICTING INTERESTS. THE CHAIRPERSON OF THE BOARD SHALL BECOME FAMILIAR WITH ALL SUCH DISCLOSURE STATEMENTS IN CASE A CONFLICT ARISES. THE VICE CHAIR SHALL BE FAMILIAR WITH THE DISCLOSURE STATEMENT FILED BY THE BOARD CHAIR. THE INTERESTED PERSON SHALL ABSTAIN FROM VOTING ON ANY MATTERS THAT GIVE RISE TO A POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A A COMMITTEE OF THE BOARD OF DIRECTORS PERFORMS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR AND REVIEWS COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE ON OTHER WEBSITES. FORM 1023 AND 990 ARE ON FILE AND AVAILABLE FOR VIEWING UPON REQUEST AT OUR BUSINESS OFFICE DURING NORMAL BUSINESS HOURS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE ON FILE AT OUR BUSINESS OFFICE AND ARE AVAILABLE FOR VIEWING UPON REQUEST. 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.