2025-05-09T11:17:34-05:00 2024-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-07-01 391711388 COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN INC COMM 6087580883 121 N PARKER DR JANESVILLE WI 53545 WYATT JACKSON PRESIDENT/CEO 6087580883 2025-05-07 1 1 MIKE HABLEWITZ CPA P01259157 6082744020 2025-04-14 2023 2025-03-06 01:10:19Z WYATT JACKSON 121 N PARKER DR JANESVILLE WI 53545 32509319 0 X WWW.CFSW.ORG X 1991 WI THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN, INC. IS A TAX-EXEMPT NOT-FOR-PROFIT PHILANTHROPIC GRANTING ORGANIZATION THAT MATCHES PERSONAL PHILANTHROPY WITH COMMUNITY NEEDS THROUGH GRANTS AND SCHOLARSHIPS FROM ENDOWED AND NON-ENDOWED FUNDS. 15 15 15 563 0 0 6351677 5215055 911009 946635 1505171 3498982 48500 52016 8816357 9712688 3421653 4021530 0 0 595054 704622 0 0 167703 1425775 1617210 5442482 6343362 3373875 3369326 81784950 92270332 6426479 6958358 75358471 85311974 X THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN, INC. IS A TAX-EXEMPT NOT-FOR-PROFIT PHILANTHROPIC GRANTING ORGANIZATION THAT MATCHES PERSONAL PHILANTHROPY WITH COMMUNITY NEEDS THROUGH GRANTS AND SCHOLARSHIPS FROM ENDOWED AND NON-ENDOWED FUNDS. THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN HAS BEEN RECOGNIZED AS MEETING THE HIGHEST STANDARDS FOR COMMUNITY FOUNDATIONS NATIONWIDE BY THE COMMUNITY FOUNDATIONS NATIONAL STANDARDS BOARD. THE COMMUNITY FOUNDATIONS NATIONAL STANDARDS BOARD MEASURES QUALITY, INTEGRITY AND ACCOUNTABILITY IN SIX KEY AREAS OF COMMUNITY FOUNDATION OPERATIONS: MISSION, STRUCTURE, AND GOVERNANCE; RESOURCE DEVELOPMENT; STEWARDSHIP AND ACCOUNTABILITY; GRANT MAKING AND COMMUNITY LEADERSHIP; DONOR RELATIONS; AND COMMUNICATIONS. THE COMMUNITY FOUNDATIONS NATIONAL STANDARDS BOARD HAS REACCREDITED THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN UNTIL 2026. 0 0 3846111 2972114 534445 THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN CURRENTLY HAS 871 COMPONENT FUNDS SUPPORTING A VARIETY OF CHARITABLE INTERESTS INCLUDING THE ARTS, EDUCATION, THE ENVIRONMENT, HEALTH AND HUMAN SERVICES, AND HISTORIC PRESERVATION. DURING THE YEAR THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN PROVIDED GRANTS TO MORE THAN 292 NONPROFIT ORGANIZATIONS TO SUPPORT THEIR CHARITABLE ACTIVITIES. 1358014 1049416 412190 THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN ADMINISTERS A VARIETY OF SCHOLARSHIP FUNDS THAT WERE ESTABLISHED BY INDIVIDUALS, CIVIC ORGANIZATIONS, AND BUSINESSES THROUGHOUT OUR SERVICE AREA. EACH SCHOLARSHIP IS UNIQUE AND SUPPORTS STUDENTS WITH A VARIETY OF BACKGROUNDS, AGES, EDUCATIONAL GOALS, AND ECONOMIC LEVELS. DURING THE YEAR THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN PROVIDED SCHOLARSHIPS TO 410 STUDENTS FOR POST-SECONDARY EDUCATION. 5204125 1 1 0 0 0 1 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 15 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X LORI MELBY 6087580883 121 N PARKER DR JANESVILLE WI 53545 TODD SCHLUESCHE CHAIR 2.00 X X 0 0 0 MARY JO VILLA VICE CHAIR 2.00 X X 0 0 0 FRED KOSTER TREASURER 2.00 X X 0 0 0 GINNY BEAN SECRETARY 2.00 X X 0 0 0 TIM MIDDLETON IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 ELLE SWART MEMBER AT LARGE 1.00 X 0 0 0 KELLY BAUER DIRECTOR 1.00 X 0 0 0 ERIN OGDEN DIRECTOR 1.00 X 0 0 0 JIM CRIPE DIRECTOR 1.00 X 0 0 0 DAN WINTER DIRECTOR 1.00 X 0 0 0 RON SPIELMAN DIRECTOR 1.00 X 0 0 0 PAUL MAIR DIRECTOR (THRU NOV 2023) 2.00 X 0 0 0 NANCY NELSON DIRECTOR 1.00 X 0 0 0 KIM MARKHAM DIRECTOR 1.00 X 0 0 0 JENNIFER PALZKILL DIRECTOR 1.00 X 0 0 0 SCOTT GELZER DIRECTOR (BEG NOV 2023) 1.00 X 0 0 0 WYATT JACKSON PRESIDENT/CEO 40.00 X 129583 0 14250 129583 0 14250 1 0 0 0 0 112537 5102518 674001 5215055 PROGRAM FEES 523991 946635 946635 946635 2193722 2193722 24036017 22730757 1305260 1305260 1305260 104355 112537 65874 38481 38481 13535 0 13535 13535 9712688 946635 0 3550998 2972114 2972114 1049416 1049416 154452 46482 79386 28584 443322 132735 229428 81159 19720 6219 9482 4019 42997 13560 20674 8763 44131 13918 21219 8994 32482 32482 294951 294951 6507 6507 6766 6766 40342 2954 14824 22564 71863 71863 52864 15828 27356 9680 17416 5214 9013 3189 18126 18126 1610 1610 4104 1229 2124 751 DONOR/FUND EXPENSE 944456 944456 BAD DEBT EXPENSE 120800 120800 MEMBERSHIP DUES 3621 3621 1302 1302 6343362 5204125 971534 167703 502813 334535 6735 6992 615221 343728 11 0 0 430 8050 6574 3086 1476 80626510 91516647 30574 66524 81784950 92270332 53412 63031 2495322 2820947 3877745 4074380 6426479 6958358 X 74581370 84795843 777101 516131 75358471 85311974 81784950 92270332 X 3369326 6415315 168862 X 0 1 X 1 0 X 3831457 5599303 6730279 6351677 5215055 27727771 3831457 5599303 6730279 6351677 5215055 27727771 2646890 25080881 1298613 1259323 1499594 1728202 2193722 7979454 35707225 4423108 0.70240 0.72230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 96 31 1223746 97942 728502 119498 9818330 3510283 1 1 8050 6574 1476 1476 POOLED INVESTMENT FUNDS 91516647 F 91516647 LIABILITY TO LIFE BENEFICIARY 6202 DISCOUNT FOR FUTURE INTEREST 36211 FUNDS HELD FOR BENEFIT OF OTHERS 3965010 OPERATING LEASE LIABILITIES 57686 FINANCE LEASE LIABILITIES 9271 4074380 15768093 6766764 -777233 5989531 9778562 -65874 -65874 9712688 5814590 -233821 -233821 6048411 294951 294951 6343362 PART XI, LINE 2D - OTHER ADJUSTMENTS: NET INVESTMENT ACTIVITY IN FUNDS HELD FOR OTHER ORGANIZATIONS -456,070. CONTRIBUTIONS FROM FUNDS HELD FOR OTHERS -26,212. INVESTMENT FEES -294,951. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED ON PART VIII, LINE 8B -65,874. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED ON PART VIII, LINE 8B 65,874. EXPENSES IN FUNDS HELD FOR OTHER ORGANIZATIONS -299,695. MONSIGNOR THOMAS F CAMPION SPECIAL 37019 16472 20547 6445 850 8426 3487 WISCONSIN DELLS EDUCATION FDN 27250 27250 9 119009 58164 60845 1211 7229 11325 19956 183278 101886 81392 6445 2061 15655 11325 23443 58929 22463 1 ADVANCE SHULLSBURG PO BOX 223 SHULLSBURG WI 53586 811069128 501 (C) (3) 50000 0 PARK FUND SUPPORT AGRACE HOSPICE & PALLIATIVE CARE 2901 N WRIGHT ROAD JANESVILLE WI 53546 391319537 501 (C) (3) 12927 0 GENERAL SUPPORT, FUNDRAISING SUPPORT ARGYLE SCHOOL DISTRICT 14665 HWY 78 PO BOX 256 ARGYLE WI 53504 396000727 SCHOOL 5213 0 AUTO SHOP WORK STATIONS, 3D PRINT LAB UPGRADE, SPRING PLAY/MUSICAL BEHRING SENIOR CENTER OF MONROE 1113 10TH ST MONROE WI 53566 396005538 501 (C) (3) 23836 0 GENERAL SUPPORT, FEASIBILTY STUDY BETHANY HOME - RETIREMENT CENTER 1005 LINCOLN AVENUE DUBUQUE IA 52001 420698260 501 (C) (3) 25000 0 GENERAL SUPPORT BIG BROTHERS BIG SISTERS OF GREEN COUNTY 1505 - 9TH ST MONROE WI 53566 391514636 501 (C) (3) 6100 0 GENERAL SUPPORT, PROGRAM SUPPORT, FUNDRAISING SUPPORT BLACK HAWK SCHOOL DISTRICT 202 E CENTER ST P O BOX 303 SOUTH WAYNE WI 53587 391088178 SCHOOL 8335 0 CLASSROOM SUPPLIES, LIBRARY FURNITURE, COMPUTER PROGRAMS BLUEBIRD RESTORATION ASSOCIATION OF WISCONSIN INC PO BOX 628492 MADISON WI 53562 521542503 501 (C) (3) 6740 0 BLUEBIRD BOXES, SPEAKER SYSTEM BOYS & GIRLS CLUB OF JANESVILLE 200 W COURT ST JANESVILLE WI 53547 391645796 501 (C) (3) 55184 0 BUILDING SUPPORT, GENERAL OPERATIONS CHILDREN'S MUSEUM OF ROCK COUNTY PO BOX 8042 JANESVILLE WI 535478042 261202256 501 (C) (3) 40250 0 CAPITAL CAMPAIGN SUPPORT, BUILDING SUPPORT CHRISTMAS FOR KIDS- SOUTHWEST WI 120 S MADISON ST LANCASTER WI 53813 931524120 501 (C) (3) 6750 0 PROGRAM OUTREACH SUPPORT AND PROGRAM SUPPORT CITY OF EDGERTON 12 ALBION ST EDGERTON WI 53534 396005440 GOVERNMENT 5094 0 PARK ENHANCEMENTS CITY OF JANESVILLE PARKS DEPARTMENT PO BOX 5005 JANESVILLE WI 535475005 396005472 GOVERNMENT 45162 0 PURCHASE OF TREES, IMPROVEMENTS TO PEACE PARK, CAPITAL CAMPAIGN, PARK TRAIL ENHANCEMENTS CITY OF LANCASTER 206 S MADISON STREET LANCASTER WI 53813 396005501 GOVERNMENT 59700 0 GOLF COURSE ENHANCEMENT, THEATER ENHANCEMENT, COMMUNITY SUPPORT CITY OF MONROE 1110 18TH AVENUE MONROE WI 53566 396005538 GOVERNMENT 8750 0 FEASIBILITY STUDY CITY OF MONROE PARKS & RECREATION DEPARTMENT 1110 18TH AVENUE MONROE WI 53566 396005538 GOVERNMENT 16214 0 MAINTENANCE AND DEVELOPMENT OF CITY PARKS, RECREATIONAL PROGRAMMING CITY OF PLATTEVILLE 75 N BONSON STREET PO BOX 780 PLATTEVILLE WI 53818 396005569 GOVERNMENT 103000 0 INCLUSIVE PLAYGROUND CITY OF SHULLSBURG 190 N JUDGEMENT ST PO BOX 580 SHULLSBURG WI 53586 396005605 GOVERNMENT 60000 0 SENIOR CENTER SUPPORT, TABLE AND BENCH REPLACEMENT COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES 20 ECLIPSE CENTER BELOIT WI 53511 391052077 501 (C) (3) 5500 0 AWARE PROGRAM SUPPORT COULEECAP INC 201 MELBY STREET WESTBY WI 54667 391077614 501 (C) (3) 13000 0 BUSINESS DEVELOPMENT PROGRAM SUPPORT COUNTY OF IOWA DBA IOWA COUNTY DEPARTMENT OF SOCIAL SERVICES & ADRC 303 W CHAPEL STREET SUITE 2300 DODGEVILLE WI 53533 396005701 GOVERNMENT 14120 0 ADRC TAXI PROGRAM SUPPORT DARLINGTON COMMUNITY SCHOOL DISTRICT 11630 CENTER HILL RD DARLINGTON WI 53530 396001618 SCHOOL 9374 0 CLASSROOM SUPPLIES, FIELD TRIP SUPPORT, STUDENT INCENTIVE PROGRAM ECHO INC 65 S HIGH STREET JANESVILLE WI 53548 391222279 501 (C) (3) 11489 0 GENERAL SUPPORT EVANSVILLE COMMUNITY SCHOOL DISTRICT 340 FAIR STREET EVANSVILLE WI 53536 396001947 SCHOOL 8381 0 EVANSVILLE HIGH SCHOOL HEALTH SCIENCE LAB, WHITEBOARDS EVANSVILLE GROVE SOCIETY INC PO BOX 643 EVANSVILLE WI 53536 391798669 501 (C) (3) 5659 0 GENERAL SUPPORT, NEW ROOF FISCC INC - FRIENDS OF THE WOODMAN'S CENTER 20 S MAIN ST STE 11 JANESVILLE WI 53545 923967306 501 (C) (3) 102000 0 CAPITAL CAMPAIGN SUPPORT FOR PETE'S SAKE 726 MAIN STREET DE SOTO WI 53821 842189505 501 (C) (3) 10000 0 ADDICTION SUPPORT FORWARD FOUNDATION INC 14 S JACKSON STREET SUITE 200 JANESVILLE WI 53548 391571083 501 (C) (3) 16666 0 CAPITAL CAMPAIGN FOUNDATION FOR THE PRESERVATION OF 108 S JACKSON (FP108SJ) 108 S JACKSON STREET JANESVILLE WI 535483843 391824893 501 (C) (3) 12899 0 INSURANCE, MEMBER ORG FEES, PROJECTS GENERAL FEDERATION OF WOMENS CLUB 1117 23RD STREET MONROE WI 53566 237426828 501 (C) (3) 50000 0 CHRISTMAS STOCKING PROGRAM GIFTS MEN'S SHELTER 1025 NORTH WASHINGTON AVENUE JANESVILLE WI 53548 261452370 501 (C) (3) 13100 0 PROGRAM SUPPORT, ROOF REPLACEMENT GIRL SCOUTS OF WISCONSIN - BADGERLAND COUNCIL INC 4801 S BILTMORE AVE MADISON WI 53718 390806331 501 (C) (3) 15000 0 GIRL SCOUT LEADERSHIP EXPERIENCE GIRLS ON THE RUN OF SOUTH CENTRAL WISCONSIN 901 DEMING WAY SUITE 11 MADISON WI 53717 113732108 501 (C) (3) 46000 0 PROGRAM EXPANSION, PARTICIPANT FINANCIAL ASSISTANCE GOOD SHEPHERD LUTHERAN CHURCH 118 E MASON STREET LENA IL 61048 362592109 CHURCH 15000 0 GENERAL SUPPORT, MISSION SUPPORT GREEN COUNTY DEVELOPMENT CORPORATION 1016 16TH AVENUE MONROE WI 53566 391749682 501 (C) (3) 25000 0 HOME CONSTRUCTION, HOUSING REHABILITATION GREEN COUNTY FAMILY YMCA INC 1307 2ND STREET MONROE WI 53566 391405623 501 (C) (3) 60501 0 CAPITAL CAMPAIGN, GENERAL SUPPORT, BUILDING SUPPORT GREEN COUNTY FOOD PANTRY INC P O BOX 15 MONROE WI 53566 371573222 501 (C) (3) 8703 0 REIMBURSEMENT FOR 2023 BAKER'S DOZEN SUPPLIES HABITAT FOR HUMANITY IN WALWORTH COUNTY INC PO BOX 174 LAKE GENEVA WI 53147 431805778 501 (C) (3) 15000 0 CONSTRUCTION PROJECT HEALTHNET OF ROCK COUNTY INC 113 S FRANKLIN ST JANESVILLE WI 53548 391778804 501 (C) (3) 17939 0 GENERAL SUPPORT HISTORIC ARGYLE INC 204 N STATE STREET PO BOX 101 ARGYLE WI 53504 391992925 501 (C) (3) 6750 0 ROOF REPLACEMENT, GENERAL SUPPORT HOO'S WOODS RAPTOR CENTER PO BOX 21 MILTON WI 53563 030491352 501 (C) (3) 6000 0 GENERAL SUPPORT, BACK-UP GENERATOR INHEALTH COMMUNITY WELLNESS CLINIC 109 EAST BLUFF STREET PO BOX 35 BOSCOBEL WI 53805 331170597 501 (C) (3) 10000 0 DENTAL REFERAL PROGRAM INSPIRING COMMUNITY INC 190 MARKET STREET P O BOX 503 PLATTEVILLE WI 53818 822002935 501 (C) (3) 56097 0 SCHOLARSHIPS IOWA-GRANT SCHOOL DISTRICT 498 COUNTY ROAD IG LIVINGSTON WI 53554 396026848 SCHOOL 7820 0 FIELD TRIPS, LANDSCAPING, MARCHING UNIFORMS J1224 SEEDS OF HOPE INC W4818 POTTER ROAD ELKHORN WI 53121 463565898 501 (C) (3) 5875 0 GREENHOUSE, WELCOME SIGN JACOB'S SWAG FOUNDATION INC 2222 6TH STREET MONROE WI 53566 383909330 501 (C) (3) 6650 0 GENERAL SUPPORT, T-SHIRTS JANESVILLE COMMUNITY CENTER INC 305 LINCOLN STREET JANESVILLE WI 53548 611891746 501 (C) (3) 7500 0 WOMEN'S PROGRAMMING JANESVILLE LIONS FOUNDATION 1607 MAYFAIR DRIVE JANESVILLE WI 53545 453747049 501 (C) (3) 9333 0 SHADE STRUCTURE JANESVILLE PERFORMING ARTS CENTER INC 408 S MAIN STREET PO BOX 8104 JANESVILLE WI 535478104 391963821 501 (C) (3) 8650 0 ARTS ANGEL CAMPAIGN, ENTERTAINMENT JDRF - WISCONSIN CHAPTER 1800 APPLETON ROAD MENASHA WI 54952 231907729 501 (C) (3) 6000 0 FUN RUN JUDA SCHOOL DISTRICT N2385 N SPRING STREET JUDA WI 53550 396002776 SCHOOL 6650 0 STUDENT CONVENTION AND FIELD TRIP SUPPORT, CLASSROOM SUPPORT JUNIOR ACHIEVEMENT OF WISCONSIN INC 2800 ROYAL AVENUE SUITE 207 MONONA WI 53713 390826295 501 (C) (3) 10000 0 PROGRAM SUPPORT KANDU INDUSTRIES INC 1741 ADEL ST JANESVILLE WI 53545 391023165 501 (C) (3) 65000 0 GENERAL SUPPORT, CAMPAIGN SUPPORT LANCASTER ASSOCIATION OF CHURCHES 225 S MADISON STREET LANCASTER WI 53813 470936907 CHURCH 37044 0 FOOD PANTRY OPERATIONS, AED PURCHASE, MAINTENANCE LANCASTER COMMUNITY SCHOOLS 231 N SHERIDAN ST LANCASTER WI 53813 396002918 SCHOOL 33300 0 CAREER EXPLORATION, BLEACHER REPLACEMENT, FIELD TRIP SUPPORT LANCASTER FIRE DEPARTMENT FUND INC 312 N WASHINGTON STREET P O BOX 306 LANCASTER WI 53813 474032158 501 (C) (3) 15000 0 LANCASTER FIRE EXTRICATION EQUIPMENT LANCASTER PUBLIC LIBRARY FOUNDATION 113 W ELM STREET LANCASTER WI 53813 391421893 501 (C) (3) 54491 0 GENERAL SUPPORT, FUNDRAISING MATCH LANCASTER WRESTLING CLUB INC 6155 JACQUELYN DRIVE LANCASTER WI 53813 884413617 501 (C) (3) 6750 0 PROGRAM SUPPORT LYBSA INC 9132 SCHILDGEN LN LANCASTER WI 53813 861881753 501 (C) (3) 45500 0 CONCESSION STAND WITH RESTROOMS AND STORAGE MAPLE STREET KIDS DAYCARE CENTER INC 925 W MAPLE ST LANCASTER WI 53813 391791960 501 (C) (3) 122974 0 NEW BUILDING NEEDS- HVAC, FIRE ALARM LIGHTS/SYSTEM & CABINETS, SUPPLIES MILTON COLLEGE PRESERVATION SOCIETY INC 513 COLLEGE STREET PO BOX 84 MILTON WI 53563 391482178 501 (C) (3) 6592 0 GENERAL SUPPORT MILTON COMMUNITY ACTION GROUP INC PO BOX 171 MILTON WI 53563 391640238 501 (C) (3) 11496 0 GENERAL SUPPORT, AWNINGS MILTON HISTORICAL SOCIETY 18 S JANESVILLE STREET PO BOX 245 MILTON WI 535630245 391095660 501 (C) (3) 16850 0 GENERAL SUPPORT, EDUCATIONAL PROGRAMS, ART PROJECT MINNESOTA PUBLIC RADIO AMERICAN PUBLIC MEDIA 480 CEDAR ST 1ST FLOOR SAINT PAUL MN 55101 410953924 501 (C) (3) 10000 0 GENERAL SUPPORT MONROE ARTS CENTER INC 1315 11TH STREET PO BOX 472 MONROE WI 535660472 391209502 501 (C) (3) 43515 0 GENERAL SUPPORT MONROE PUBLIC LIBRARY 925 16TH AVE MONROE WI 53566 396003491 501 (C) (3) 16320 0 GENERAL SUPPORT, RENOVATIONS, DIGITAL SUBSCRIPTIONS MONROE THEATRE GUILD INC 910 16TH AVENUE MONROE WI 53566 391253448 501 (C) (3) 11500 0 GENERAL SUPPORT, ROOF REPAIR MONROE UNITED METHODIST CHURCH 2227 4TH ST MONROE WI 53566 391099830 CHURCH 5014 0 GENERAL SUPPORT NATIONAL HISTORIC CHEESEMAKING CENTER 2108 6TH AVENUE P O BOX 516 MONROE WI 53566 391803863 501 (C) (3) 8648 0 GENERAL SUPPORT, RESTORATIONS, EXTERIOR PAINTING NEW BEGINNINGS- APFV INC 20 N CHURCH ST ELKHORN WI 53121 391315379 501 (C) (3) 10000 0 GENERAL SUPPORT NEW GLARUS SCHOOL DISTRICT 1701 2ND STREET PO BOX 7 NEW GLARUS WI 53574 396003657 SCHOOL 11026 0 FIELD TRIPS, CLASSROOM SUPPLIES, PROGRAM SUPPORT NORTH CRAWFORD SCHOOL DISTRICT 47050 COUNTY ROAD X SOLDIERS GROVE WI 54655 396002176 SCHOOL 19316 0 PLAYGROUND EQUIPMENT, CLASSROOM SUPPLIES, PARKVIEW SCHOOL DISTRICT 106 W CHURCH STREET P O BOX 250 ORFORDVILLE WI 53576 396022258 SCHOOL 16850 0 CLASSROOM SUPPLIES, LIBRARY FURNITURE, ENVIROMENTAL PROJECTS PLATTEVILLE CHORALE INC 6725 N ELM ST PO BOX 344 PLATTEVILLE WI 53818 364272029 501 (C) (3) 6000 0 PAYROOL ASSISTANCE, SCHOOL TOUR PLATTEVILLE COMMUNITY ARBORETUM INC PO BOX 302 PLATTEVILLE WI 53818 201303033 501 (C) (3) 6400 0 GARAGE IMPROVEMENTS PLATTEVILLE LIBRARY FOUNDATION INC 225 W MAIN STREET PO BOX 358 PLATTEVILLE WI 53818 391262931 501 (C) (3) 39100 0 LIBRARY CAMPAIGN, READING MATERIALS PLATTEVILLE MAIN STREET PROGRAM INC 20 S FOURTH STREET B PLATTEVILLE WI 53818 391964461 501 (C) (3) 7020 0 CITY PARK IMPROVEMENTS, PROGRAM SUPPORT PLATTEVILLE SCHOOL DISTRICT 780 N SECOND STREET PLATTEVILLE WI 53818 366003910 SCHOOL 5396 0 CLASSROOM SUPPLIES, SPORTS EQUIPMENT, ART SUPPLIES PREGNANCY HELPLINE AND RESOURCE CENTER 21 S JACKSON ST SUITE C PO BOX 383 JANESVILLE WI 535480383 391443280 501 (C) (3) 5700 0 GENERAL SUPPORT, SUPPLIES RIDGES & RIVERS INCORPORATED CO MCINTOSH MEMORIAL LIBRARY 205 S ROCK AVE VIROQUA WI 54665 932134138 501 (C) (3) 10000 0 RIDGES AND RIVERS BOOK FESTIVAL ROCK AQUA JAYS PO BOX 1046 JANESVILLE WI 53547 930831292 501 (C) (3) 12000 0 RAJ STADIUM SUN PROTECTION AND SHADE ROCK PRAIRIE MONTESSORI INC 5246 E ROTAMER ROAD JANESVILLE WI 53546 391782889 501 (C) (3) 26323 0 GENERAL SUPPORT, TUITION ASSISTANCE ROCK TRAIL COALITION PO BOX 8101 JANESVILLE WI 535478101 391737588 501 (C) (3) 20000 0 PEACE TRAIL TRAILHEAD ARCHES ROCK VALLEY COMMUNITY PROGRAMS INC 203 W SUNNY LANE RD JANESVILLE WI 53546 391438843 501 (C) (3) 10235 0 REHABILITATION OF VETERANS TRANSITIONAL HOUSING SUITES ROTARY BOTANICAL GARDENS 1455 PALMER DR JANESVILLE WI 53545 391775351 501 (C) (3) 141576 0 GENERAL SUPPORT SAINT JOHN'S UNITED CHURCH OF CHRIST 1724 14TH STREET MONROE WI 53566 390841801 CHURCH 9584 0 GENERAL SUPPORT SCHOOL DISTRICT OF JANESVILLE 527 S FRANKLIN STREET JANESVILLE WI 535484823 396002726 SCHOOL 35355 0 CLASSROOM SUPPLIES, MUSICAL INSTRUMENTS, TRIP SUPPORT SCHOOL DISTRICT OF MILTON 448 E HIGH ST MILTON WI 53563 396031414 SCHOOL 5384 0 MUSICAL INSTRUMENTS, RENOVATIONS, CLASSROOM SUPPLIES SCHOOL DISTRICT OF MONROE 925 16TH AVENUE SUITE 3 MONROE WI 53566 396003491 SCHOOL 49232 0 PROGRAM SUPPORT, CLASSROOM UPDATES, CLASSROOM SUPPLIES, EDUCATOR AWARDS, LAUNCH CLASSROOM SUPPORT, TOURNAMENT SPONSOR SENIORS UNITED FOR NUTRITION 303 W CHAPEL ST SUITE 1400 DODGEVILLE WI 53533 391340771 501 (C) (3) 7550 0 PROGRAM SUPPORT, SITE MODERNIZATION SHULLSBURG SCHOOL DISTRICT 444 N JUDGEMENT ST SHULLSBURG WI 53586 396004487 SCHOOL 40420 0 DONATION FOR SHS ATHLETIC DEPARTMENT, CLASSROOM SUPPLIES, TECHNOLOGY SLEEP IN HEAVENLY PEACE INC 1560 ELDRIDGE AVENUE TWIN FALLS ID 83301 464346568 501 (C) (3) 7000 0 PROGRAM SUPPORT SOUTHWEST OPPORTUNITIES CENTER INC 1600 INDUSTRIAL PARK RD PO BOX 207 LANCASTER WI 53813 391627835 501 (C) (3) 5750 0 SOC'S SHREDDING PROGRAM SUPPORT ST WILLIAM CATHOLIC CHURCH 445 N ARCH ST JANESVILLE WI 53548 390928474 CHURCH 7300 0 GENERAL SUPPORT SWISS CENTER OF NORTH AMERICA INC 507 DURST ROAD NEW GLARUS WI 53574 391982514 501 (C) (3) 41531 0 CONSTRUCTION PROJECT, EQUIPMENT IMPROVEMENT THE ARC - GREEN COUNTY 604 26TH AVE MONROE WI 53566 396066041 501 (C) (3) 8426 0 DUES, PROGRAM SUPPORT, PROGRAM SUPPLIES TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 020554654 501 (C) (3) 50000 0 GENERAL SUPPORT TURNER HALL OF MONROE INC 1217 17TH AVE PO BOX 762 MONROE WI 53566 391460399 501 (C) (3) 19149 0 GENERAL SUPPORT, BEAUTIFICATION PROJECT UNITED WAY BLACKHAWK REGION 205 N MAIN STREET SUITE 101 JANESVILLE WI 53545 396006734 501 (C) (3) 7700 0 GENERAL SUPPORT UNIVERSITY OF WISCONSIN FOUNDATION-MILWAUKEE US BANK LOCKBOX 78807 MILWAUKEE WI 532780807 390743975 SCHOOL 20000 0 MATHIAS KOCH FUND VILLAGE OF ARGYLE PO BOX 246 ARGYLE WI 53504 396006198 GOVERNMENT 20000 0 PURCHASE OF TNT TOOLS VILLAGE OF BENTON 244 RIDGE AVE SUITE 101 BENTON WI 53803 396006208 GOVERNMENT 13008 0 ENVIROMENTAL STUDY, BUILDING IMPROVEMENTS, CAPITAL CAMPAIGN VIROQUA AREA FOUNDATION PO BOX 262 VIROQUA WI 54665 391603279 501 (C) (3) 10000 0 VIROQUA BATH HOUSE WELCOME CENTER WISCONSIN BADGER CAMP INC PO BOX 723 PLATTEVILLE WI 53818 391097398 501 (C) (3) 11949 0 PROGRAM SUPPORT, SUPPLIES AND EQUIPMENT WISCONSIN PUBLIC TELEVISION 821 UNIVERSITY AVE MADISON WI 53706 391447533 501 (C) (3) 6000 0 GENERAL SUPPORT, BELOIT CHILDREN'S PROGRAM YMCA OF NORTHERN ROCK COUNTY INC 221 DODGE STREET JANESVILLE WI 53548 390806368 501 (C) (3) 203702 0 GENERAL SUPPORT, NEW HVAC SYSTEM YWCA ROCK COUNTY 1735 S WASHINGTON STREET JANESVILLE WI 53546 390808510 501 (C) (3) 15295 0 GENERAL SUPPORT, CONFERENCE SPONSORSHIP ARGYLE LUTHERAN CHURCH 100 EAST ST ARGYLE WI 53504 412168108 CHURCH 5200 0 TO REPLENISH FOOD PANTRY 86 22 SCHOLARSHIPS FOR POST-SECONDARY EDUCATION 410 1049416 PART I, LINE 2: THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN CONDUCTS A DUE DILIGENCE PROCESS ON ALL APPLICANTS BEFORE GRANT FUNDS ARE DISBURSED. THE DUE DILIGENCE PROCESS VARIES AMONG THE FUNDS ADMINISTERED BY THE ORGANIZATION. SOME FUNDS REQUIRE A GRANT RECIPIENT TO INCUR ALLOWABLE EXPENDITURES AND SUBMIT APPROPRIATE SUPPORTING DOCUMENTATION BEFORE THE GRANTS FUNDS ARE DISBURSED WHILE OTHER FUNDS PERIODICALLY DISBURSE GRANT FUNDS UPON THE RECEIPT OF PROGRESS REPORTS FROM THE GRANT RECIPIENT. NO GRANT RECIPIENT CAN RECEIVE ANOTHER GRANT UNTIL ALL OUTSTANDING PROGRESS REPORTS ARE PROVIDED. SCHOLARSHIP FUNDS ARE DISBURSED DIRECTLY TO THE RECIPIENT'S EDUCATIONAL INSTITUTION ONCE ALL THE NECESSARY CRITERIA HAVE BEEN SATISFIED. TUCKER MARKHAM SON OF BOARD MEMBER KIM MARKHAM 2500 SCHOLARSHIP GENERAL ASSISTACE X 18 671021 QUOTED MARKET PRICES X AUCTION ITEMS 7 2980 COST/SELLING PRICE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN B. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE PRESIDENT/CEO AND THE CFO AND A COPY OF THE RETURN IS MADE AVAILABLE TO ALL MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS SIGNED BY THE PRESIDENT/CEO OF THE GOVERNING BODY AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND EMPLOYEES REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A STATEMENT THAT DISCLOSES ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE POLICY IS REVIEWED AND ANY INTERESTS ARE AGAIN DISCLOSED BEFORE ALL MEETINGS OF THE GRANT SELECTION COMMITTEE. THESE DISCLOSURES ARE REVIEWED BY THE PRESIDENT/CEO AND ARE MONITORED THROUGHOUT THE YEAR FOR ANY CONFLICTS THAT MAY ARISE. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S OR COMMITTEE'S DISCUSSIONS AND DECISIONS REGARDING THE RELATED TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE DIRECTORS ANNUALLY CONDUCT A PERFORMANCE EVALUATION OF THE PRESIDENT/CEO AND MAKE ANY RECOMMENDATIONS FOR COMPENSATION. THE DIRECTORS USE DATA FROM THE MOST RECENT COMPENSATION SURVEY PUBLISHED BY THE COUNCIL ON FOUNDATIONS TO DETERMINE THE PRESIDENT/CEO'S COMPENSATION. THE DIRECTORS ARE ALSO WELL DIVERSIFIED IN PROFESSIONS AND HAVE EXPERIENCE WITH CURRENT COMPENSATION LEVELS IN THE REGION. THE PRESIDENT/CEO'S COMPENSATION IS APPROVED BY THE MEMBERS OF THE GOVERNING BODY AS PART OF THE ANNUAL BUDGETING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET CHANGE IN FUNDS HELD FOR OTHER ORGANIZATIONS 168,862.