2025-11-14T09:51:36-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 200 EAST WASHINGTON STREET APPLETON WI 549115481 990 2024-01-01 391548450 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC COMM 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 MICHELLE WEBER CHIEF FINANCIAL OFFICER 9208301290 2025-11-10 1 1 MICHAEL VANDENHOGEN P00499282 9207318111 2025-11-10 2024 2025-03-06 01:10:19Z CURT DETJEN 4455 W LAWRENCE ST APPLETON WI 54914 298774692 0 X WWW.CFFOXVALLEY.ORG X 1986 WI TO SERVE A BROAD RANGE OF PHILANTHROPIC INTERESTS BENEFITING THE FOX VALLEY. 21 21 54 100 30657 49664 31265767 27720478 462581 538150 18417445 32338474 -6765 -7454 50139028 60589648 23707971 35018235 0 0 3130061 3200577 0 0 519527 2531238 2590921 29369270 40809733 20769758 19779915 502430788 536637618 71417491 72011883 431013297 464625735 X WE STRENGTHEN OUR COMMUNITY FOR CURRENT AND FUTURE GENERATIONS BY HELPING PEOPLE MAKE A DIFFERENCE IN THE LIVES OF ALL. 1 0 37025686 35018235 476224 GRANTS WERE AWARDED FROM CHARITABLE FUNDS ESTABLISHED BY INDIVIDUALS, FAMILIES, BUSINESSES AND ORGANIZATIONS REFLECTING THEIR WISHES FOR GIVING BACK IN WAYS THAT COLLECTIVELY STRENGTHEN OUR COMMUNITY FOR CURRENT AND FUTURE GENERATIONS. THESE GRANTS MAKE A DIFFERENCE IN THE LIVES OF PEOPLE THROUGHOUT THE FOX VALLEY REGION IN THE AREAS OF ARTS & CULTURE, EDUCATION, COMMUNITY IMPROVEMENT, HEALTH CARE, HUMAN SERVICES, THE ENVIRONMENT AND RELIGION. OUR DISCRETIONARY GRANT PROGRAM INCLUDES THE FOLLOWING EFFORTS: 1) HELP STRENGTHEN NONPROFIT ORGANIZATIONS; 2) PROVIDE COMMUNITY LEADERSHIP GRANTS TO SUPPORT AND ADVANCE KEY COMMUNITY INITIATIVES CONSISTENT WITH OUR GRANT PRIORITIES; 3) INCREASE ACCESS AND INCLUSION AND EDUCATING CHILDREN AND YOUTH IN THE AREAS OF ARTS AND CULTURE AND ENVIRONMENTAL SUSTAINABILITY; 4) AND RAISING AWARENESS OF COMMUNITY ISSUES TO HELP SPARK ACTION RESULTING IN POSITIVE CHANGE. 180594 0 61926 THE MISSION OF THE NONPROFIT LEADERSHIP INITIATIVE (NPLI) IS TO PROVIDE FOX VALLEY AREA NONPROFITS WITH OPPORTUNITIES FOR LEADERSHIP DEVELOPMENT AND LEARNING TO BETTER ACHIEVE THEIR MISSIONS. IN 2024, NPLI OFFERED 21 TRAINING AND EDUCATIONAL OPPORTUNITIES, AND 438 NONPROFIT LEADERS PARTICIPATED REPRESENTING 173 DIFFERENT ORGANIZATIONS. NPLI ENVISIONS A HEALTHY AND RESILIENT REGION WHERE NONPROFIT LEADERS AND ORGANIZATIONS HAVE ACCESS TO THE RESOURCES THEY NEED AND ARE EQUIPPED WITH THE SKILLS TO MAKE OUR COMMUNITY A GREAT PLACE TO LIVE FOR ALL. THIS COLLECTIVE IMPACT WAS MADE ACROSS OUR CORE PROGRAM OFFERINGS INCLUDING LEADERSHIP FORUMS, BOARD ROUNDTABLES, LEADERSHIP INSTITUTE, BOARD ACADEMY, BOARD BOUND AND FINANCIAL LEADERSHIP. 37206280 1 1 0 1 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 26 0 1 54 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 0 WI X MICHELLE WEBER 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 BETH FLAHERTY DIRECTOR & CHAIR 2.00 1.00 X X 0 0 0 CHUCK SELF DIRECTOR & VICE CHAIR 1.50 X X 0 0 0 GREG PAWLAK DIRECTOR 1.50 X 0 0 0 JIM PROSSER DIRECTOR & VICE CHAIR 2.50 X X 0 0 0 LAURA MERONK SECRETARY & VICE CHAIR 2.00 X X 0 0 0 MELANIE MILLER TREASURER & VICE CHAIR 2.00 X X 0 0 0 RAYON BROWN DIRECTOR & VICE CHAIR 1.50 X X 0 0 0 BILL GUNCKEL DIRECTOR 1.00 X 0 0 0 BRENTON TEELING DIRECTOR 1.00 X 0 0 0 CHRISTINE COUSINEAU DIRECTOR 1.00 X 0 0 0 CHRISTINE FAULKS DIRECTOR 1.00 X 0 0 0 FRITZ MERIZON DIRECTOR (LEFT DURING 2024) 1.00 X 0 0 0 JOHN DAVIS DIRECTOR 1.00 X 0 0 0 MANNY VASQUEZ DIRECTOR 1.00 X 0 0 0 MICHELLE SCHULER DIRECTOR 1.00 X 0 0 0 MIKE MADER DIRECTOR 1.00 X 0 0 0 MIKE VAN ASTEN DIRECTOR & VICE CHAIR 2.00 X X 0 0 0 REG WYDEVEN DIRECTOR 1.50 X 0 0 0 SHIPRA SEEFELDT DIRECTOR 1.00 X 0 0 0 BOB ELLIS DIRECTOR 1.00 0.50 X 0 0 0 STEVE ENDRIES DIRECTOR 1.00 1.00 X 0 0 0 JOHN KREUL DIRECTOR 1.00 X 0 0 0 ANN ENGELHARD VP DONOR SERVICES THRU 8/24 40.00 X 115369 0 26354 CURT DETJEN PRESIDENT/CEO 40.00 X 363603 0 56229 TAMMY GEENEN VP COMMUNITY ENGAGEMENT 40.00 X 140944 0 23721 MEGAN SCHUESSLER VP DONOR SERV/GIFT PLAN AS OF 8/24 40.00 X 120201 0 3603 MICHELLE WEBER CFO 40.00 X 181826 0 28879 MICHELLE LIPPART HARDWICK DIRECTOR OF GIFT PLANNING 40.00 X 100202 0 3004 1022145 0 141790 6 0 1 0 EAGLE CAPITAL INVESTMENTS 1345 AVENUE OF THE AMERICAS NEW YORK NY 10105 INVESTMENT MANAGEMENT 334998 SILCHESTER INTERNATIONAL INVESTORS LLP 1 BRUTON STREET LONDON UK INVESTMENT MANAGEMENT 214569 CLIFTONLARSONALLEN LLP 200 E WASHINGTON ST APPLETON WI 54911 AUDIT AND PAYROLL SERVICES 138150 VULCAN INVESTMENTS LLC 2100 SOUTHBRIDGE PKWY BIRMINGHAM AL 35209 INVESTMENT MANAGEMENT 127250 JOHNSON FINANCIAL GROUP 4120 NORTH GALAXY DR APPLETON WI 54913 INVESTMENT MANAGEMENT 114573 5 144021 4655801 22920656 8494977 27720478 ADMINISTRATIVE FEE INCOME FROM AG 561000 295169 295169 ADMINISTRATIVE FEE INCOME FROM SU 561000 181055 181055 NPLI PARTICIPANT FEES 561000 61926 61926 538150 6274724 30657 6244067 264212235 500 238148985 0 26063250 500 26063750 26063750 28605 144021 36059 -7454 -7454 60589648 538150 30657 32300363 33642652 33642652 1375583 1375583 1061553 515194 424110 122249 1757462 996796 589858 170808 52724 29873 17720 5131 155049 87849 52111 15089 173789 93452 62357 17980 20746 20746 99457 99457 5400 5400 1295430 1295430 269506 6904 262602 153584 38623 114961 135641 90736 34852 10053 252695 135874 90667 26154 79616 42809 28567 8240 24660 13260 8848 2552 37995 20430 13633 3932 135776 73007 48716 14053 51040 27444 18313 5283 EDUCATION 29375 15794 10539 3042 40809733 37206280 3083926 519527 4597905 2887246 23032 23894 10604793 13169447 19580 47709 139396 2190384 851716 1474445 1338668 245743964 269970054 235717515 245247175 4221425 3842158 502430788 536637618 1405005 1338010 8257675 5808246 5500 0 61749311 64865627 71417491 72011883 X 416216075 447937191 14797222 16688544 431013297 464625735 502430788 536637618 X 19779915 12638168 1417000 -222645 X 0 1 X 1 0 X 30783724 32934023 36923487 31265767 27720478 159627479 30783724 32934023 36923487 31265767 27720478 159627479 20087852 139539627 3532403 2382422 4708783 5550064 6244067 22417739 0 0 0 0 49664 49664 182094882 2251431 0.76630 0.76780 X PART II, SECTION A YEAR 2021 IS A SIX-MONTH PERIOD. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 5400 5400 0 PART II-B, LINE 1: PART OF OUR FEE PAID TO VAN SCOYOC ASSOCIATES FOR PARTICIPATION IN THE "COMMUNITY FOUNDATION PUBLIC AWARENESS INITIATIVE". 531 764 21318469 9370246 21931005 14006763 253316014 188019120 1 1 6605957 300 659027 298520 6966764 6040002 6998 861345 302388 6605957 7477070 300 -1142124 295244 6040002 7546483 76559 145972 7477070 5914332 200 1930128 298177 7546483 1.00000 0.00000 0.00000 0 0 1519580 430870 1088710 670804 420846 249958 1338668 EQUITIES 114144134 F FIXED INCOME 34865720 F HEDGE FUNDS 26872142 F VENTURE CAPITAL 66231913 F REAL ESTATE 3133266 F 245247175 FUNDS HELD FOR OTHERS 63662792 CHARITABLE GIFT ANNUITY PAYABLE 1202835 64865627 X PART V, LINE 4: THE ADMINISTRATIVE ENDOWMENT FUNDS ARE ORDINARILY SUBJECT TO AN ANNUAL SPENDING POLICY OF 4.5% OF THE AVERAGE DAILY BALANCE IN THE FUNDS FOR THE THREE PREVIOUS CALENDAR YEARS. THE ANNUAL SPENDING PROVIDES FOR ONGOING FUNDING OF SERVICES UNDERTAKEN TO SUPPORT THE PROGRAMS OF THE FOUNDATION. PART X, LINE 2: THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. AND THE SUPPORTING ORGANIZATIONS ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). IN ADDITION, THE ORGANIZATIONS QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS OTHER THAN PRIVATE FOUNDATIONS. ALL OF THE ORGANIZATIONS ARE ALSO EXEMPT FROM WISCONSIN INCOME TAXES. HOWEVER, THE ORGANIZATIONS ARE SUBJECT TO INCOME TAXES ON ANY UNRELATED BUSINESS TAXABLE INCOME, PURSUANT TO SECTION 511(A). CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 24670979 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 1908194 0 0 0 0 0 0 26579173 0 26579173 1 0 1 1 1 0 PART I, LINE 3: COLUMN F INCLUDES $26,579,173 OF BOOK VALUE OF INVESTMENTS. THE ORGANIZATION FOLLOWS THE ACCRUAL METHOD OF ACCOUNTING AND ITS INVESTMENTS ARE RECORDED AT FAIR MARKET VALUE. THE REPORTED AMOUNT OF INVESTMENTS REPRESENTS THE COMMUNITY FOUNDATION OF THE FOX VALLEY REGION'S ALLOCATED PERCENTAGE OF THE INVESTMENTS THAT ARE LEGALLY OWNED BY THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. AND ALLOCATED TO CERTAIN SUPPORTING ORGANIZATIONS. OUR HOME GALA 75200 67550 7650 12313 2185 FV CHOICE GOLF OUTING 42500 28630 13870 0 0 0 0 2 54926 47841 7085 2110 1714 10803 900 6034 172626 144021 28605 2110 1714 23116 900 8219 36059 -7454 1 911 THE AVENUE PO BOX 2577 APPLETON WI 54912 208883546 501(C)(3) 23800 0 ARTS, CULTURE & HUMANITIES AFRICAN HERITAGE INC PO BOX 2727 APPLETON WI 549122727 391979470 501(C)(3) 7500 0 ARTS, CULTURE & HUMANITIES AGAPE OF APPLETON 7 TRI PARK WAY APPLETON WI 549141661 391210868 501(C)(3) 5250 0 HUMAN SERVICES ALZHEIMER'S ASSOCIATION WISCONSIN CHAPTER 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 606017652 133039601 501(C)(3) 15384 0 DISEASES, DISORDERS & MEDICAL DISCIPLINES, MEDICAL RESEARCH AMERICAN CANCER SOCIETY-MIDWEST DIVISION PO BOX 6704 HAGERSTOWN MD 21741 131788491 501(C)(3) 39803 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING, DISEASES, DISORDERS & MEDICAL DISCIPLINES, HUMAN SERVICES AMERICAN ENDOWMENT FOUNDATION 5700 DARROW RD STE 118 HUDSON OH 44236 341747398 501(C)(3) 213628 0 PHILANTHROPY, VOLUNTARISM AMERICAN HEART ASSOCIATION INC PO BOX 840692 DALLAS TX 752840692 135613797 501(C)(3) 36402 0 HEALTH CARE, DISEASES, DISORDERS & MEDICAL DISCIPLINES AMERICAN RED CROSS IN NORTHEAST WI PO BOX 37839 BOONE IA 500370839 530196605 501(C)(3) 58849 0 PUBLIC & SOCIETAL BENEFIT, PUBLIC SAFETY, DISASTER PREPAREDNESS & RELIEF APPLETON ALLIANCE CHURCH 2693 W GRAND CHUTE BLVD APPLETON WI 549139617 391345185 501(C)(3) 521000 0 RELIGION-RELATED APPLETON COMMUNITY MUSIC 120 N MORRISON ST STE 200 APPLETON WI 549115472 824672452 501(C)(3) 84250 0 ARTS, CULTURE & HUMANITIES APPLETON EDUCATION FOUNDATION 122 E COLLEGE AVE STE 1B APPLETON WI 549115741 391866090 501(C)(3) 13618 0 EDUCATION APPLETON HISTORICAL SOCIETY 231 W FRANKLIN ST APPLETON WI 549115427 450604780 501(C)(3) 105250 0 ARTS, CULTURE & HUMANITIES APRICITY 1010 STROHMEYER DR NEENAH WI 549561980 391229161 501(C)(3) 103929 0 MENTAL HEALTH & CRISIS INTERVENTION ASA'S ANGELS OF HOPE 6656 NORTH RIDGE RD MADISON OH 44057 455173923 501(C)(3) 12000 0 RELIGION-RELATED ASCENSION ST ELIZABETH HOSPITAL 1506 S ONEIDA ST APPLETON WI 549151305 390816818 501(C)(3) 20000 0 HEALTH CARE ASCENSION WISCONSIN FOUNDATION GIFT PROCESSING OFFICE 19333 W NORTH AVENUE BROOKFIELD WI 53045 391494981 501(C)(3) 6800 0 HEALTH CARE ATTIC THEATRE PO BOX 41 APPLETON WI 549120041 390993864 501(C)(3) 9343 0 ARTS, CULTURE & HUMANITIES BABES INC - CHILD ABUSE PREVENTION PROGRAM 1331 E WISCONSIN AVE APPLETON WI 549113913 391887276 501(C)(3) 37609 0 HUMAN SERVICES BALLET THEATRE OF OHIO 265 N MAIN ST STE 13 MUNROE FALLS OH 442621090 341772850 501(C)(3) 25000 0 ARTS, CULTURE & HUMANITIES BASIC NEEDS GIVING PARTNERSHIP INC 340 N BROADWAY STE 400 GREEN BAY WI 54303 881888411 501(C)(3) 161804 0 PHILANTHROPY, VOLUNTARISM BATTLE ON BAGO FOUNDATION INC PO BOX 3965 OSHKOSH WI 549033965 461039141 501(C)(3) 10000 0 ANIMAL-RELATED BAY VIEW NEIGHBORHOOD ASSOCIATION PO BOX 70184 MILWAUKEE WI 532070184 743129480 501(C)(3) 10000 0 COMMUNITY IMPROVEMENT & 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DEPARTMENT 8819 SOUTH RD FREMONT WI 549409609 473947981 501(C)(3) 15000 0 PUBLIC SAFETY, DISASTER PREPAREDNESS & RELIEF BOYS & GIRLS BRIGADE ASSOCIATION 109 W COLUMBIAN AVE NEENAH WI 549563017 390813396 501(C)(3) 74971 0 YOUTH DEVELOPMENT BOYS & GIRLS CLUB OF OSHKOSH 501 E PARKWAY AVE OSHKOSH WI 549014650 396120658 501(C)(3) 9000 0 YOUTH DEVELOPMENT BOYS & GIRLS CLUB OF THE TRI-COUNTY AREA PO BOX 254 BERLIN WI 549230254 820721270 501(C)(3) 7840 0 YOUTH DEVELOPMENT BOYS & GIRLS CLUBS OF THE BAY & LAKES REGION 1451 UNIVERSITY AVE GREEN BAY WI 543021826 396102943 501(C)(3) 62548 0 RECREATION & SPORTS BOYS & GIRLS CLUBS OF THE FOX VALLEY 160 S BADGER AVE APPLETON WI 549145280 391225709 501(C)(3) 1050423 0 HOUSING & SHELTER, PHILANTHROPY, VOLUNTARISM, YOUTH DEVELOPMENT BREAD FOR THE WORLD INSTITUTE PO BOX 96416 WASHINGTON DC 200906416 510175510 501(C)(3) 25000 0 RELIGION-RELATED BRIANA LAWSON FOUNDATION INC 6009 SE WALKERS CAY CT STUART FL 34997 472745348 501(C)(3) 50000 0 EDUCATION BRIDGE THE GAP FOR AUTISM-SHAWANO 1415 E GREEN BAY ST STE 111 SHAWANO WI 541663880 261377517 501(C)(3) 79055 0 DISEASES, DISORDERS & MEDICAL DISCIPLINES BRIDGES CHILD ENRICHMENT CENTER 313 S STATE ST APPLETON WI 549115929 391340963 501(C)(3) 30130 0 HUMAN SERVICES BRILLION CITY COMMUNITY DRIVE PO BOX 15 BRILLION WI 541100015 391649958 501(C)(3) 14000 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING BROWN COUNTY HISTORICAL SOCIETY 1008 SOUTH MONROE AVENUE GREEN BAY WI WI 54301 390884496 501(C)(3) 20260 0 ARTS, CULTURE & HUMANITIES CALUMET COUNTY SHERIFF'S OFFICE 206 COURT ST CHILTON WI 530141127 396005676 GOVERNMENT 35394 0 ENVIRONMENT, PUBLIC & SOCIETAL BENEFIT CALVARY BIBLE CHURCH PO BOX 799 NEENAH WI 549570799 391279433 501(C)(3) 11500 0 RELIGION-RELATED CAMP MANITO-WISH YMCA PO BOX 246 BOULDER JUNCTION WI 545120246 391136315 501(C)(3) 6600 0 YOUTH DEVELOPMENT CAP SERVICES-STEVENS POINT 821 E 1ST AVE STE 3 APPLETON WI 549111586 391080897 501(C)(3) 37340 0 HOUSING & SHELTER, COMMUNITY IMPROVEMENT & CAPACITY BUILDING CARES FOX CITIES 267 RIVER DRIVE APPLETON WI 54915 461323531 501(C)(3) 21000 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING CASA HISPANA 1475 OPPORTUNITY WAY MENASHA WI 54952 020569981 501(C)(3) 20500 0 EDUCATION CASA LAKE COUNTY INC 700 FOREST EDGE DR VERNON HILLS IL 600613172 363916143 501(C)(3) 45721 0 CRIME & LEGAL-RELATED CASA OF THE FOX CITIES 1500 N CASALOMA DR STE 200 APPLETON WI 549138220 460740362 501(C)(3) 126600 0 CRIME & LEGAL-RELATED CATALPA HEALTH INC 4635 W COLLEGE AVE APPLETON WI 549148507 454681563 501(C)(3) 160445 0 DISEASES, DISORDERS & MEDICAL DISCIPLINES CATHOLIC DIOCESE OF GREEN BAY PO BOX 22128 GREEN BAY WI 543052128 396048398 501(C)(3) 5400 0 RELIGION-RELATED CATHOLIC FOUNDATION FOR THE DIOCESE OF GREEN BAY PO BOX 22128 GREEN BAY WI 543052128 391924921 501(C)(3) 337184 0 RELIGION-RELATED CATHOLIC RELIEF SERVICES PO BOX 5200 HARLAN IA 515930700 135563422 501(C)(3) 91500 0 RELIGION-RELATED CELEBRATION LUTHERAN SCHOOL OF APPLETON 3100 E EVERGREEN 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NEENAH WI 549565070 391624803 501(C)(3) 37834 0 HEALTH CARE VALPARAISO UNIVERSITY VALPARAISO UNIVERSITY ADVANCEMENT 1100 CAMPUS DR SOUTH VALPARAISO IN 463834512 350868125 501(C)(3) 10000 0 EDUCATION VAN ANDEL INSTITUTE 333 BOSTWICK AVE NE GRAND RAPIDS MI 495032518 522000820 501(C)(3) 25000 0 EDUCATION VAN ANDEL RESEARCH INSTITUTE ATTN PHILANTHROPY 333 BOSTWICK AVE NE GRAND RAPIDS MI 49503 522000823 501(C)(3) 50000 0 MEDICAL RESEARCH VETERANS 1ST OF NEW INC 13427 VELP AVE SUAMICO WI 54173 920577700 501(C)(3) 7500 0 HOUSING & SHELTER VETS AND FRIENDS OF WISCONSIN INC N2451 COUNTY RD N APPLETON WI 54913 814826030 501(C)(3) 15000 0 PUBLIC & SOCIETAL BENEFIT VICTORY CHURCH E3443 SOUTH APPLE TREE LANE WAUPACA WI 54981 391607104 501(C)(3) 40500 0 RELIGION-RELATED VIDA INC 720 W ASSOCIATION DR APPLETON WI 549141482 391446370 501(C)(3) 60800 0 HUMAN SERVICES VILLAGE OF GREENVILLE W6860 PARKVIEW DR GREENVILLE WI 54942 861482234 GOVERNMENT 10000 0 PUBLIC & SOCIETAL BENEFIT VILLAGE OF HARRISON W5298 STATE ROAD 114 MENASHA WI 549529637 462875374 GOVERNMENT 10942 0 PUBLIC & SOCIETAL BENEFIT VOLUNTEER FOX CITIES 48 JEWELERS PARK DR STE 100 NEENAH WI 54956 391765162 501(C)(3) 30549 0 PHILANTHROPY, VOLUNTARISM VPI 110 N KENSINGTON DR APPLETON WI 549153303 390921632 501(C)(3) 22290 0 EMPLOYMENT, JOB RELATED WALLS OF WITTENBERG INC PO BOX 188 WITTENBERG WI 544990188 203505589 501(C)(3) 12620 0 ARTS, CULTURE & HUMANITIES WASHINGTON COMMUNITY FOUNDATION INC PO BOX 68 WASHINGTON ISLAND WI 542460068 391568796 501(C)(3) 17000 0 HUMAN SERVICES WAUPACA COMMUNITY ARTS BOARD PO BOX 88 WAUPACA WI 54981 270130176 501(C)(3) 9400 0 ARTS, CULTURE & HUMANITIES WAUPACA FARMERS MARKET 111 S MAIN ST WAUPACA WI 54981 922233304 501(C)(3) 7500 0 FOOD, AGRICULTURE & NUTRITION WAUPACA HIGH SCHOOL E2325 KING RD WAUPACA WI 549818270 396031572 GOVERNMENT 20644 0 EDUCATION WAUPACA HIGH SCHOOL SCHOLARSHIP FOUNDATION E2325 KING RD WAUPACA WI 549818270 391779223 501(C)(3) 70044 0 EDUCATION WAUPUN AREA SCHOOL DISTRICT 950 WILCOX ST WAUPUN WI 53963 396005069 GOVERNMENT 28089 0 EDUCATION WEYAUWEGA AREA HISTORICAL SOCIETY PO BOX 294 WEYAUWEGA WI 54983 830477097 501(C)(3) 13500 0 ARTS, CULTURE & HUMANITIES WGBH EDUCATIONAL FOUNDATION OFFICE OF MAJOR GIFTS PO BOX 414670 BOSTON MA 022414670 042104397 501(C)(3) 35000 0 ARTS, CULTURE & HUMANITIES WILLIAM WAY LGBT COMMUNITY CENTER 1315 SPRUCE ST PHILADELPHIA PA 19107 237429170 501(C)(3) 23000 0 CIVIL RIGHTS, SOCIAL ACTION & ADVOCACY WINNEBAGO COUNTY LITERACY COUNCIL 106 WASHINGTON AVE OSHKOSH WI 549014933 391679291 501(C)(3) 5500 0 EDUCATION WISCONSIBS 211 E FRANKLIN ST STE C APPLETON WI 54915 391942794 501(C)(3) 33300 0 HUMAN SERVICES WISCONSIN BROADCASTERS ASSOCIATION FOUNDATION INC 44 E MIFFLIN ST STE 900 MADISON WI 537032800 391651812 501(C)(3) 20000 0 ARTS, CULTURE & HUMANITIES WISCONSIN FOUNDATION UNITED CHURCH OF CHRIST W1000 SPRING GROVE RD RIPON WI 54971 842128752 501(C)(3) 35000 0 RELIGION-RELATED WISCONSIN PARKINSON ASSOCIATION 13400 BISHOPS LN SUITE 120 BROOKFIELD WI 53005 391492810 501(C)(3) 18612 0 DISEASES, DISORDERS & MEDICAL DISCIPLINES WISCONSIN PUBLIC RADIO ASSOCIATION PO BOX 88025 MILWAUKEE WI 532888025 237363536 501(C)(3) 15500 0 ARTS, CULTURE & HUMANITIES WISCONSIN UNITED METHODIST FOUNDATION INC 750 WINDSOR ST STE 305 SUN PRAIRIE WI 535902149 390806230 501(C)(3) 21535 0 PHILANTHROPY, VOLUNTARISM WISCONSIN VETERANS VILLAGE ASSOCIATION INC 2919 W GLENPARK DR STE 500 APPLETON WI 549141506 822839384 501(C)(3) 53171 0 HOUSING & SHELTER WISCONSIN'S GREEN FIRE INCORPORATED PO BOX 5411 MADISON WI 53705 823383564 501(C)(3) 15000 0 ENVIRONMENT WISDOMESTHER PO BOX 784 NEENAH WI 549570784 201644135 501(C)(3) 40200 0 PHILANTHROPY, VOLUNTARISM WOMEN IN TECHNOLOGY WISCONSIN 434 N PINE GROVE LN HORTONVILLE WI 54944 473875342 501(C)(3) 11000 0 YOUTH DEVELOPMENT WOMEN'S FUND FOR THE FOX VALLEY REGION INC 4455 W LAWRENCE ST APPLETON WI 549144065 203096562 501(C)(3) 93736 0 CIVIL RIGHTS, SOCIAL ACTION & ADVOCACY WORLD CENTRAL KITCHEN INC 200 MASS AVE NW FL 7 WASHINGTON DC 200011429 273521132 501(C)(3) 5450 0 EMPLOYMENT, JOB RELATED WORLD RELIEF FOX VALLEY 510 E WISCONSIN AVE APPLETON WI 549114865 236393344 501(C)(3) 90250 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING WORLD VISION PO BOX 9716 FEDERAL WAY WA 980639716 951922279 501(C)(3) 76500 0 INTERNATIONAL, FOREIGN AFFAIRS WWBIC - NORTHEAST 1191 N CASALOMA DR APPLETON WI 54913 391597954 501(C)(3) 7000 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING YMCA OF THE FOX CITIES 218 E LAWRENCE ST APPLETON WI 549115724 390806191 501(C)(3) 319458 0 HUMAN SERVICES YOUNG LIFE PO BOX 520 COLORADO SPRINGS CO 809010520 840385934 501(C)(3) 6110 0 YOUTH DEVELOPMENT YOUTH GO 213 NICOLET BLVD NEENAH WI 549562755 391137233 501(C)(3) 126053 0 HUMAN SERVICES ZION CHURCH FOREST JUNCTION PO BOX 184 FOREST JUNCTION WI 541230184 061712141 501(C)(3) 33800 0 RELIGION-RELATED ZION LUTHERAN CHURCH - WAYSIDE 8378 COUNTY RD W GREENLEAF WI 541269468 390895562 501(C)(3) 13100 0 RELIGION-RELATED ZION LUTHERAN CHURCH (SHAWANO) ELCA GIFT PROCESSING CENTER PO BOX 1809 MERRIFIELD VA 221168009 411568278 501(C)(3) 20197 0 RELIGION-RELATED 448 POST SECONDARY SCHOLARSHIPS 593 1358083 EDUCATION AWARDS 2 17500 PART I, LINE 2: MANY OF THE COMPETITIVE GRANTS AWARDED BY THE FOUNDATION REQUIRE A PROGRESS REPORT DURING THE GRANT PERIOD AND/OR A FINAL REPORT AT THE END OF THE GRANT PERIOD. PROGRESS REPORTS ARE GENERALLY EXPECTED FOR MULTI-YEAR COMMITMENTS AS A WAY TO ASSESS THE WORK UNDERTAKEN TOWARD ACHIEVING ORIGINAL OBJECTIVES. THE FINAL REPORT PROCESS HAS THREE PRIMARY OBJECTIVES: ASSESSMENT OF WHAT'S BEEN LEARNED, IMPACT OF SUPPORT ON THE CORE MISSION, AND DEMONSTRATION OF ACCOUNTABILITY. WHEN REVIEWING A GRANT APPLICATION FROM AN ORGANIZATION THAT HAS RECEIVED PRIOR FUNDING, GRANTS COMMITTEE MEMBERS AND FOUNDATION STAFF OFTEN CONSIDER THE CONTENT OF PRIOR REPORTS. THE FOUNDATION WILL NOT CONSIDER APPLICATIONS FROM ORGANIZATIONS THAT HAVE OVERDUE REPORTS. SOME OF THE GRANTS AWARDED THROUGH NON-COMPETITIVE PROCESSES WILL ALSO FOLLOW THIS FINAL REPORT PROCESS IF SUGGESTED BY THE DONOR; OTHERWISE, WE RELY ON THE DONOR'S ADVICE REGARDING THE USE OF GRANTED FUNDS AND DECISIONS TO CONTINUE TO FUND AN ORGANIZATION IN THE FUTURE. X X X 0 1 0 0 0 0 0 0 0 CURT DETJEN PRESIDENT/CEO 363603 0 0 0 0 0 45653 0 10576 0 419832 0 0 0 MICHELLE WEBER CFO 181826 0 0 0 0 0 5675 0 23204 0 210705 0 0 0 TAMMY GEENEN VP COMMUNITY ENGAGEMENT 140944 0 0 0 0 0 4311 0 19410 0 164665 0 0 0 PART I, LINE 4B NAME: CURT DETJEN, DESCRIPTION: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, CURRENT YEAR AMOUNT: $38,623. PLAN DESCRIPTION: $35,593 IS RECOGNIZED RATABLY OVER THE COURSE OF SERVICE. $3,030 IS THE SPLIT DOLLAR LIFE INSURANCE TAXABLE INCOME INCLUSION AMOUNT. X 157 8491637 AVE HIGH/LOW @ DATE X SUPPLIES 23 3340 RETAIL VALUE 0 1 1 PART I, COLUMN (B): COLUMN B REPORTS THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: DONATIONS OF REAL PROPERTY ARE MADE THROUGH THE COMMUNITY REAL ESTATE AND PERSONAL PROPERTY FOUNDATION, INC. (A RELATED ORGANIZATION) THAT SELLS THE PROPERTY AND TRANSFERS THE CASH PROCEEDS TO THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. FORM 990, PART III, LINE 2 A NEW PROGRAM DESCRIPTION FOR THE NONPROFIT LEADERSHIP INITIATIVE (NPLI) PROGRAM WAS ADDED IN 2024. NPLI'S PURPOSE IS TO PROVIDE FOX VALLEY AREA NONPROFITS WITH OPPORTUNITIES FOR LEADERSHIP DEVELOPMENT AND LEARNING TO BETTER ACHIEVE THEIR MISSIONS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS 12 TO 22 MEMBERS. THE TERM OF EACH MEMBER SHALL BE THREE YEARS. AT EACH ANNUAL MEETING OF THE MEMBERS, THE MEMBERS ELECT ONE-THIRD OF THE MEMBERS. MEMBERS AFFIRM THE ELECTION OF THE BOARD OF DIRECTORS AND APPROVE SIGNIFICANT DECISIONS OF THE BOARD. MEMBERS DO NOT SHARE IN THE INCOME OF THE ORGANIZATION OR THE NET ASSETS UPON THE ORGANIZATION'S DISSOLUTION. FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF THE BOARD OF DIRECTORS IS AFFIRMED BY VOTE OF A MAJORITY OF THE MEMBERS PRESENT AND VOTING. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS APPROVE SIGNIFICANT DECISIONS OF THE BOARD OF DIRECTORS SUCH AS AMENDMENTS TO THE BYLAWS AND ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE CHAIRPERSON OF THE AUDIT AND BUDGET COMMITTEE/TREASURER AND THE CFO WILL REVIEW FOR REASONABLENESS AND APPROVE THE FILING OF THE FORM 990 AND THE WISCONSIN ANNUAL REPORT ON AN ANNUAL BASIS. THE ENTIRE AUDIT AND BUDGET COMMITTEE WILL REVIEW AND APPROVE FOR FILING ANNUALLY. THE FORM 990 IS DISTRIBUTED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, DIRECTORS AND EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE DESCRIBING THEIR RELATIONSHIPS AND THEIR FAMILY RELATIONSHIPS WITH OTHER ENTITIES DOING BUSINESS WITH THE COMMUNITY FOUNDATION AND ALL RELATED ORGANIZATIONS. IF VOTES ARE TAKEN RELATING TO ANY OF THESE ENTITIES, BOARD MEMBERS WITH DISCLOSED RELATIONSHIPS ARE AUTOMATICALLY TREATED AS HAVING ABSTAINED FROM THE VOTING. A COMMUNITY FOUNDATION GRANTING COMMITTEE CAN NOT APPROVE A GRANT TO AN ORGANIZATION THAT EMPLOYS A FAMILY MEMBER OF ANYONE ON THE GRANTING COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR REVIEWING THE PERFORMANCE OF THE PRESIDENT/CEO AND SETTING HIS/HER COMPENSATION ON AN ANNUAL BASIS. THE PRESIDENT/CEO IS RESPONSIBLE FOR REVIEWING PERFORMANCE AND SETTING COMPENSATION FOR THE OTHER OFFICERS OF THE FOUNDATION. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR APPROVING THE TOTAL AMOUNT OF COMPENSATION FOR THE ENTIRE FOUNDATION STAFF TO BE INCLUDED IN THE ANNUAL BUDGET. THE COMMUNITY FOUNDATION USES A THIRD PARTY COMPENSATION CONSULTING FIRM TO DETERMINE COMPENSATION FOR OFFICERS. THE GOAL OF THE FOUNDATION IS TO PAY AT MID-POINT OR ABOVE FOR COMPARABLE POSITIONS SO AS TO RETAIN TALENTED EMPLOYEES. THE EXECUTIVE COMMITTEE APPROVAL IS DOCUMENTED IN THEIR MINUTES AND THE TOTAL SALARY BUDGET IS APPROVED BY THE BOARD AS PART OF THE BUDGET APPROVAL PROCESS. THE CFO (WHO IS RESPONSIBLE FOR PAYROLL ADMINISTRATION) IS NOTIFIED OF THE NEW COMPENSATION FOR THE PRESIDENT/CEO DIRECTLY BY THE BOARD CHAIRPERSON EACH YEAR. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. 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 ON ITS WEBSITE AT WWW.CFFOXVALLEY.ORG. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST OF SPLIT INTEREST AGREEMENTS -222,645. THE WILLIAM J AND BARBARA A SCHMIDT FAMILY FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 391869271 SUPPORT THE ACTIVITIES 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 ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 DOUG AND CARLA SALMON FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 820566250 SUPPORT THE ACTIVITIES 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 ACTIVITIES 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 ACTIVITIES 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 ACTIVITIES 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 ACTIVITIES 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 ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 0 1 1 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0