2025-06-04T13:45:19-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 100 MARITIME DRIVE SUITE 2B MANITOWOC WI 54220 990 2024-01-01 270978059 LAKESHORE COMMUNITY FOUNDATION INC LAKE 9206825222 915 MEMORIAL DRIVE MANITOWOC WI 54220 RACHEL E WIEGERT CHIEF EXECUTIVE OFFICER 9206820715 2025-05-01 1 1 LACEY SILBERNAGEL P01245590 9206845500 2024 2025-03-06 01:10:19Z RACHEL E WIEGERT 915 MEMORIAL DRIVE MANITOWOC WI 54220 17780417 0 X HTTP://WWW.LAKESHORECOMMUNITYFOUNDATION.ORG/ X 2009 WI TO GATHER, GROW AND GIVE CHARITABLE FINANCIAL RESOURCES TO BENEFIT THE COMMUNITIES IT SERVES NOW AND FOR FUTURE GENERATIONS. 9 9 3 9 0 0 11525190 13031849 91761 110127 2000565 3661003 0 0 13617516 16802979 1475103 1570376 0 0 185737 248647 0 0 28768 130309 161658 1791149 1980681 11826367 14822298 91205472 115562778 31739000 39061976 59466472 76500802 X MISSION STATEMENT: TO GATHER, GROW, AND GIVE ENDOWED CHARITABLE FINANCIAL RESOURCES TO BUILD STRONGER, MORE VIBRANT COMMUNITIES NOW AND INTO THE FUTURE.VALUE STATEMENT:WE ARE COMMITTED TO MANAGING OUR CLIENTS' PHILANTHROPIC ENDOWMENTS IN PERPETUITY, WITH A FOCUS ON MINIMIZING COSTS AND FEES TO MAXIMIZE THEIR IMPACT ON THE GRANTEES THEY CARE ABOUT MOST. OUR PRIORITY REMAINS SOLELY ON SUPPORTING OUR CLIENTS' CHARITABLE GOALS, THEREBY STRENGTHENING OUR COMMUNITIES THROUGHOUT THE LAKESHORE AREA AND BEYOND. 0 0 1704453 1570376 110127 LAKESHORE COMMUNITY FOUNDATION, INC. IS A TAX EXEMPT PUBLIC CHARITY ORGANIZED TO PROMOTE AND MANAGE ENDOWMENT FUNDS PRIMARILY FOR THE BENEFIT OF SHEBOYGAN AND MANITOWOC COUNTIES. THE FOUNDATION RECEIVES, ADMINISTERS, AND DISTRIBUTES GIFTS FROM INDIVIDUALS AND ORGANIZATIONS FOR THE LONG TERM BENEFIT OF THE COUNTIES IT SERVES. DURING 2024, THE FOUNDATION ADDED NINE NEW FUNDS TO ITS PORTFOLIO, AND CLOSED TWO, FOR A TOTAL OF 105 FUNDS WITH AN AGGREGATE MARKET VALUE OF $113.1 MILLION AT YEAR END. AVERAGE FUND SIZE WAS $1.1 MILLION. DURING 2024, GROWTH IN GIFTS TO NEW AND EXISTING FUNDS WAS $18.3 MILLION. THE FOUNDATION ISSUED 294 GRANTS DURING 2024 TOTALING $2.6 MILLION. SINCE THE FIRST FUND WAS ESTABLISHED IN MAY 2011, THE FOUNDATION HAS DISTRIBUTED $24.9 MILLION IN GRANTS. 1704453 1 1 0 0 0 1 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X RACHEL WIEGERT 9206825222 915 MEMORIAL DRIVE MANITOWOC WI 54220 THOMAS ASCHENBRENNER CHAIRMAN 5.00 X X 0 0 0 JAMES VOPAT VICE PRESIDENT 4.00 X X 0 0 0 THOMAS BARE TREASURER 2.00 X X 0 0 0 JANE PFEFFER SECRETARY 1.50 X X 0 0 0 RICHARD BALGE DIRECTOR 1.50 X 0 0 0 RANDALL OLM DIRECTOR 1.50 X 0 0 0 GRANT PAULY DIRECTOR 1.50 X 0 0 0 ALEX ALLIE DIRECTOR 2.00 X 0 0 0 PAMELA LANGAN DIRECTOR 1.50 X 0 0 0 RACHEL WIEGERT CHIEF EXECUTIVE OFFICER 50.00 X 145000 0 4350 145000 0 4350 1 0 0 0 0 13031849 2145371 13031849 ADMINISTRATIVE FEE REVENUE 900099 110127 110127 110127 1630684 1630684 3007757 977438 2030319 2030319 2030319 16802979 110127 0 3661003 1570376 1570376 149350 74675 59740 14935 65733 32867 26293 6573 17444 8722 6978 1744 16120 8060 6448 1612 9182 9182 14627 14627 107184 107184 11155 11155 272 136 136 6561 3280 2227 1054 434 217 217 3131 1565 1566 47 23 24 5460 2730 2184 546 DUES & MEMBERSHIPS 1560 780 624 156 2045 1022 818 205 1980681 1704453 247460 28768 87630 63042 4648 13062 5545 5545 0 0 89232493 113443483 1880701 2043191 91205472 115562778 38252 42686 31700748 39019290 31739000 39061976 X 57585771 74457611 1880701 2043191 59466472 76500802 91205472 115562778 X 14822298 2049542 162490 X 0 1 X 1 0 X 4728271 6164757 13096093 13883830 18298597 56171548 4728271 6164757 13096093 13883830 18298597 56171548 2420953 53750595 588305 741749 844520 1124675 1630684 4929933 61101481 379633 0.87970 0.80410 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: CASH AND STOCK DONATION DATE: 02/08/22 AMOUNT: 4256653. SCHEDULE A, PART II, LINE 1 THE LAKESHORE COMMUNITY FOUNDATION RECEIVES AND HOLDS FUNDS FOR OTHER TAX-EXEMPT ORGANIZATIONS. AS SUCH, LAKESHORE COMMUNITY FOUNDATION REPORTS CONTRIBUTIONS OF SUCH PROPERTY ON SCHEDULE A, PART II, LINE 1. HOWEVER, CONTRIBUTIONS OF SUCH PROPERTY ARE NOT INCLUDED IN REVENUE ON FORM 990, PART VIII. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33 31 12732550 274301 1261131 309644 55084511 19030676 1 1 1200 1200 0 4345 4345 0 0 FUNDS HELD FOR OTHERS 39019290 39019290 18919827 2049542 12000 162490 2224032 16695795 107184 107184 16802979 1885497 12000 12000 1873497 107184 107184 1980681 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN TRUST 162,490. 1 ASCEND SERVICES INC 2818 MEADOW LANE MANITOWOC WI 54220 390988532 501(C)(3) 9600 0 $4,500 UNRESTRICTED, $5,100 TO CREATE NUTRITIOUS COOKING PROGRAM TAILORED FOR THE YOUTH WHO ARE SERVED BY ASCEND SERVICES BIG BROTHERS BIG SISTERS WI SHORELINE INC 632 NORTH 8TH STREET UNIT 2 SHEBOYGAN WI 53081 391102065 501(C)(3) 5500 0 $500 - UNRESTRICTED, $5,000 A MATCH MADE AT DINNER EVENT BLESSED SACRAMENT CONGREGATION 2116 HOLLISTER AVENUE MADISON WI 537263958 390813395 501(C)(3) 14475 0 UNRESTRICTED BOYS & GIRLS CLUB OF SHEBOYGAN COUNTY 107 CEDAR STREET SHEBOYGAN FALLS WI 53085 391246782 501(C)(3) 9500 0 $7,500 - UNRESTRICTED, $2,000 - OPERATIONS BRILLION PUBLIC SCHOOLS W1101 CTY HR BRILLION WI 54110 396001095 GOVERNMENT 5280 0 2024 DISTRIBUTION - BRILLION HIGH SCHOOL CAMP EVERGREEN CORPORATION 712 RIVERFRONT DRIVE SUITE 301 SHEBOYGAN WI 53081 396007027 501(C)(3) 8000 0 $3,000 - UNRESTRICTED, $5,000 - NATATORIUM PROJECT CAPITOL CIVIC CENTRE INC PO BOX 399 MANITOWOC WI 542210399 391569595 501(C)(3) 14900 0 $2,800 - UNRESTRICTED, $12,100 - DISTRIBUTION 2024 CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION INC MS 3050 PO BOX 1997 MILWAUKEE WI 53201 391500075 501(C)(3) 20000 0 JOHN AND BRIGID MILLER FAMILY FUND - TO SUPPORT THE CHILDREN'S CENTER FOR CHILD DEVELOPMENT CITY OF MANITOWOC 900 QUAY STREET MANITOWOC WI 54220 396005511 GOVERNMENT 19085 0 $400 - K-9 PRESERVATION FUND, $685 - TO SUPPORT TRAINING OF, AND PURCHASE OF EQUIPMENT FOR THE K-9 UNITS, $18,000 - PURCHASE OF K-9 ROLLO AND ASSOCIATED TRAINING NEEDS AND EQUIPMENT COMPASSION INTERNATIONAL 12290 VOYAGER PARKWAY COLORADO SPRINGS CO 80921 362423707 501(C)(3) 45000 0 UNRESTRICTED DEMENTIA INNOVATIONS INC 930 NORTH 6TH STREET SUITE 003 SHEBOYGAN WI 53081 842907425 501(C)(3) 10000 0 INNOVATION VILLAGE PROJECT EARL O VITS MEMORIAL TRUST PO BOX 117 TWO RIVERS WI 54241 930775732 501(C)(3) 8300 0 CAMP SINAWA FIDELITY INVESTMENTS CHARITABLE GIFT FUND PO BOX 770001 CINCINNATI OH 45277 110303001 501(C)(3) 8000 0 BJP GIFT FUND #60373 FIRST UNITED LUTHERAN CHURCH 2401 KOHLER MEMORIAL DRIVE SHEBOYGAN WI 53081 411568278 501(C)(3) 6500 0 $1,000 - ASP FUND (YOUTH MISSION TRIP), $5,500 - UNRESTRICTED GOOD SHEPHERD PARISH 62 EAST MAIN STREET CHILTON WI 53014 390860456 501(C)(3) 10000 0 CHILTON AREA CATHOLIC SCHOOL HOPE HOUSE OF MANITOWOC COUNTY INC 1000 SOUTH 35TH STREET MANITOWOC WI 54220 320115704 501(C)(3) 5500 0 UNRESTRICTED HUMANE SOCIETY OF SHEBOYGAN COUNTY 3209 NORTH 21ST STREET SHEBOYGAN WI 53083 391050684 501(C)(3) 5500 0 $3,000 - UNRESTRICTED, $2,500 - OPERATIONS JOHN MICHAEL KOHLER ARTS CENTER INC 608 NEW YORK AVENUE SHEBOYGAN WI 53081 391085180 501(C)(3) 11000 0 $6,000 - UNRESTRICTED, $5,000 - OPERATIONS LAKESHORE FIRST ROBOTICS PROGRAM 2814 WOLLMER STREET MANITOWOC WI 54220 464316812 501(C)(3) 75000 0 UNRESTRICTED LAKESHORE HUMANE SOCIETY INC 1551 NORTH 8TH STREET MANITOWOC WI 54220 391142305 501(C)(3) 15100 0 $10,500 - UNRESTRICTED, $4,600 0 TO BUILD A NEW ANIMAL SHELTER LAKESHORE REGIONAL CHILD ADVOCACY CENTER INC 134 SOUTH FOSTER DRIVE SAUKVILLE WI 53080 371829968 501(C)(3) 6000 0 $1,000 - UNRESTRICTED, $5,000 - CHILD ADVOCACY CENTER IN SHEBOYGAN COUNTY LAKESHORE TECHNICAL COLLEGE FOUNDATION INC 1290 NORTH AVENUE CLEVELAND WI 53015 391269078 501(C)(3) 72185 0 $30,000 - JOHN AND KATE MILLER IMPACT FUND: ACADEMIC YEAR 2023-2024, $685 - SCHOLARSHIPS FOR STUDENTS IN CRIMINAL JUSTICE - LAW ENFORCEMENT PROGRAM, $32,000 - JOHN AND KATE MILLER IMPACT FUND: ACADEMIC YEAR 2024-2025, $9,500 - CHEST TUBE SIMULATOR LESTER PUBLIC LIBRARY FOUNDATION INC 1001 ADAMS STREET TWO RIVERS WI 54241 391488302 501(C)(3) 8500 0 $3,500 - UNRESTRICTED, $5,000 - MISCELLANEOUS EXPENSES FOR THE WORLD ON THE MOVE EXHIBIT LUTHERAN HIGH SCHOOL ASSOCIATION OF THE GREATER SHEBOYGAN AREA INC 3323 UNIVERSITY DRIVE SHEBOYGAN WI 53081 391269495 501(C)(3) 10000 0 SCHOLARSHIPS MANITOWOC COUNTY DOMESTIC VIOLENCE CENTER INC 300 EAST REED AVENUE MANITOWOC WI 54220 391354763 501(C)(3) 32100 0 $15,000 - UNRESTRICTED, $10,000 - DONOR'S PARAMETERS IN THE ACCOMPANYING GRANT LETTER, $7,100 - TO SUPPORT CASE MANAGEMENT AND ADVOCACY FOR VICTIMS OF ABUSE. MANITOWOC COUNTY HISTORICAL SOCIETY 924 PINECREST ROAD MANITOWOC WI 54220 237022183 501(C)(3) 6165 0 $3,000 - UNRESTRICTED, $400 - MANITOWOC COUNTY HISTORICAL SOCIETY ENDOWMENT FUND, $2,765 - FUNDING FOR ITEMS ON THE WISH LIST IN HONOR OF BOB FAY'S EXCEPTIONAL AND ENGAGING HISTORICAL ARTICLES. MANITOWOC PUBLIC SCHOOL DISTRICT FOUNDATION PO BOX 1657 MANITOWOC WI 542211657 260584461 501(C)(3) 122533 0 $4,000 - 4 $1,000 SCHOLARSHIPS TO LINCOLN HIGH SCHOOL GRADUATES, $94,520 2024 DISTRIBUTION LINCOLN HIGH SCHOOL, $24,013 - 2024 DISTRIBUTION LINCOLN HIGH SCHOOL SCHOLARSHIPS MANITOWOC SYMPHONY ORCHESTRA ASSOCIATION INC PO BOX 606 MANITOWOC WI 542210606 396060498 501(C)(3) 18300 0 $11,200 - DISTRIBUTION 2024, $7,100 - EDUCATIONAL PROGRAM FOR MANITOWOC PUBLIC SCHOOL DISTRICT MIDDLE SCHOOL ORCHESTRA STUDENTS MARQUETTE UNIVERSITY PO BOX 1881 MILWAUKEE WI 532011881 390806251 501(C)(3) 30000 0 $10,000 - LAW SCHOOL'S MARK A. AND JOAN RAVANELLI MILLER ENDOWED SCHOLARSHIP, $20,000 - CIVIC DIALOGUE PROGRAM CURRENT USE FUND MENTAL HEALTH AMERICA LAKESHORE INC 410 S MILWAUKEE STREET PLYMOUTH WI 53073 391018013 501(C)(3) 7000 0 UNRESTRICTED PLANNED PARENTHOOD OF WISCONSIN INC 302 NORTH JACKSON STREET MILWAUKEE WI 53202 390863391 501(C)(3) 10000 0 UNRESTRICTED RCS EMPOWERS INC PO BOX 0248 SHEBOYGAN WI 530820248 391030350 501(C)(3) 6500 0 $2,000 - UNRESTRICTED, $1,500 - SHINE ON EVENT, $3,000 - THE OUTDOOR GARDEN RONCALLI CATHOLIC SCHOOLS 2000 MIRRO DRIVE MANITOWOC WI 54220 391046808 501(C)(3) 147720 0 $1,000 - RONCALLI HIGH SCHOOL, $88,720 - 2024 DISTRIBUTION RONCALLI HIGH SCHOOL, $27,000 - RONCALLI HIGH SCHOOL, $31,000 - RONCALLI ELEMENTARY SCHOOL SACRED HEART CATHOLIC CHURCH PO BOX 1080 LACOMBE LA 70445 720725410 501(C)(3) 14475 0 UNRESTRICTED SAFE HARBOR OF SHEBOYGAN COUNTY INC PO BOX 582 SHEBOYGAN WI 530820582 391690041 501(C)(3) 6000 0 UNRESTRICTED SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 581437002 501(C)(3) 80000 0 UNRESTRICTED SHEBOYGAN COUNTY FOOD BANK INC 3115 NORTH 21ST STREET STE 1 SHEBOYGAN WI 53083 391733883 501(C)(3) 39000 0 $18,000 - UNRESTRICTED, $15,000 - FOOD FOR THOUGHT WEEKEND BACKPACK PROGRAM, $1,000 - FOOD FOR THOUGHT 2024, $5,000 - OPERATIONS SHEBOYGAN PUBLIC EDUCATION FOUNDATION INC 605 NORTH 8TH STREET STE 214 SHEBOYGAN WI 53081 392027804 501(C)(3) 40000 0 SCHOLARSHIPS SMILE TRAIN INC PO BOX 96231 WASHINGTON DC 200906231 133661416 501(C)(3) 14650 0 UNRESTRICTED ST FRANCIS OF ASSISI PARISH 601 NORTH 8TH STREET MANITOWOC WI 54220 390806345 501(C)(3) 14475 0 UNRESTRICTED ST MARY'S HOME FOR THE AGED INC 1635 SOUTH 21ST STREET MANITOWOC WI 54220 390826123 501(C)(3) 8156 0 $500 - AREA OF GREATEST NEED, $3,406 - FELICIAN VILLAGE CORNERSTONE ENDOWMENT FUND FOR THE POOR, $1,650 - PATIO FURNITURE, $2,600 - DEMENTIA TRAINING AND EDUCATION FOR FELICIAN VILLAGE STAFF ST PETER THE FISHERMAN PARISH 3201 MISHICOT ROAD TWO RIVERS WI 54241 390824021 501(C)(3) 17975 0 UNRESTRICTED ST THOMAS THE APOSTLE CATHOLIC COMMUNITY 8100 BRUNNER ROAD NEWTON WI 53063 237378703 501(C)(3) 10100 0 $5,100 RELIGIOUS EDUCATION PROGRAM, $5,000 YOUTH MISSION PROGRAM TEEN CHALLENGE INTERNATIONAL INC MILWAUKEE WI PO BOX 250771 MILWAUKEE WI 53225 391447329 501(C)(3) 20000 0 UNRESTRICTED THE CROSSING OF MANITOWOC COUNTY INC 501 NORTH 10TH STREET MANITOWOC WI 54220 203148598 501(C)(3) 24400 0 $4,000 - UNRESTRICTED, $16,000 - DONOR'S PARAMETERS OUTLINED IN THE ACCOMPANYING GRANT LETTER, $4,400 - TO REPLENISH THE PANTRY STOCK FOR THE EARN WHILE YOU LEARN PROGRAM THE HAVEN OF MANITOWOC COUNTY INC PO BOX 1795 MANITOWOC WI 542211795 454137918 501(C)(3) 25700 0 $8,800 - UNRESTRICTED, $16,000 - DONOR'S PARAMETERS OUTLINED IN THE ACCOMPANYING GRANT LETTER, $900 - DISTRIBUTION 2024 THE MEDICAL COLLEGE OF WISCONSIN INC PO BOX 26509 MILWAUKEE WI 532260509 390806261 501(C)(3) 25000 0 LEBAHN PANCREATIC CANCER PROGRAM TREEHOUSE THEATRE INC PO BOX 1722 MANITOWOC WI 542211722 455119877 501(C)(3) 26000 0 FUNDING FOR 26 STUDENTS TO ATTEND THE JUNIOR THEATRE FESTIVAL IN ATLANTA, GEORGIA TRINITY LUTHERAN CHURCH 824 WISCONSIN AVENUE SHEBOYGAN WI 53081 390841824 501(C)(3) 6000 0 $2,000 - SCHOOL, $4,000 - REGULAR CHURCH GIVING TWO RIVERS PUBLIC SCHOOL DISTRICT 4519 LINCOLN AVENUE TWO RIVERS WI 54241 GOVERNMENT 10114 0 $4,000 - 4 $1,000 SCHOLARSHIPS TO TWO RIVERS HIGH SCHOOL GRADUATES, $5,050 - 2024 DISTRIBUTION TWO RIVERS HIGH SCHOOL, $1,064.23 - FOR TEACHER'S REQUESTS FOR EQUIPMENT, MATERIALS AND/OR SCHOOL PROGRAMMING THAT SUPPORT STUDENTS AND/OR TEACHERS OF THE TWO RIVERS SCHOOL DISTRICT WITH INDIVIDUAL GRANTS NOT EXCEEDING $300 UNITED WAY MANITOWOC COUNTY INC 21 EAST WALDO BOULEVARD MANITOWOC WI 54220 391099039 501(C)(3) 10000 0 UNRESTRICTED UNITED WAY OF SHEBOYGAN COUNTY 2020 ERIE AVENUE SHEBOYGAN WI 53081 390808471 501(C)(3) 55000 0 $40,000 - UNRESTRICTED, $15,000 - ON BEHALF OF JOAN RAVANELLI MILLER UNIVERSITY OF WISCONSIN FOUNDATION US BANK LOCKBOX 78807 MILWAUKEE WI 532780807 390743975 501(C)(3) 40400 0 $10,000 - TO THE PULMONARY FIBROSIS PATIENT ASSISTANCE FUND, $27,100 - TO HELP HIRE A RESEARCH COORDINATOR FOR THE PULMONARY FIBROSIS RESEARCH TEAM, $3,300 - HIPPITY HOP FUND - XXX-XX-XXXX UNIVERSITY OF WISCONSIN RIVER FALLS FOUNDATION 410 SOUTH 3RD STREET 112 SOUTH HALL RIVER FALLS WI 54022 396064630 501(C)(3) 25000 0 FARLEY COACHING FUND USA WATER SKI AND WAKE SPORTS INC PO BOX 10 MANITOWOC WI 542210010 590841458 501(C)(3) 8000 0 $500 - 2024 EMS LICENSES FOR AMERICAN BAREFOOT CLUB MEMBERS, $1,500 - LOC HOSTING IN 2024 US BAREFOOT NATIONALS (ROCKY MOUNTAIN BAREFOOT CLUB), UP TO $3,000 TO PAY FOR CODING NEEDS OF THE AMERICAN BAREFOOT CLUB TO THE LION SCORING PROGRAM AND ANY REMAINING FUNDS TO GO THE AMERICAN BAREFOOT CLUB UNRESTRICTED. $3,000 - SOUTHERN REGION OF THE AMERICAN BAREFOOT CLUB, A DIVISION OF USA WATER, FOR HOSTING THE 2024 IWWF WORLD OPEN, JUNIOR AND UNDER BAREFOOT CHAMPIONSHIPS VALDERS AREA SCHOOL DISTRICT 201 WEST WILSON STREET VALDERS WI 54245 GOVERNMENT 5050 0 VALDERS HIGH SCHOOL WISCONSIN BANKERS FOUNDATION INC 4721 SOUTH BILTMORE LANE MADISON WI 53718 463791061 501(C)(3) 10000 0 CONTRIBUTION TO THE LEADERS IN BANKING EXCELLENCE WALL HONORING BILL CENSKY WOODLAND DUNES NATURE CENTER INC PO BOX 486 TWO RIVERS WI 54241 396084264 501(C)(3) 25700 0 $2,500 - UNRESTRICTED, $2,000 - DONOR'S PARAMETERS OUTLINED IN THE ACCOMPANYING GRANT LETTER, $11,200 - DISTRIBUTION 2024, $10,000 - FORGET-ME-NOT CREEK PROJECT 58 0 PART I, LINE 2: TYPICALLY, WITHIN A YEAR OF ISSUING A "RESTRICTED" GRANT, THE FOUNDATION FOLLOWS UP WITH THE GRANTEE TO DOCUMENT HOW THE GRANT WAS USED TO ENSURE DONOR INTENT WAS HONORED. IF GRANT FUNDS WERE NOT USED IN ACCORDANCE WITH THE RESTRICTION PLACED ON THE GRANT, THE FOUNDATION WILL EVALUATE THE SITUATION AND MAY REQUEST THAT THE GRANT FUNDS BE RETURNED TO THE FOUNDATION. X 11 2145371 AVERAGE OF HIGH & LOW 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS IS BEING REPORTED. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS REVIEWED BY THE CEO. ANY AREAS IN QUESTION ARE DISCUSSED WITH CLA AND A REVISED COPY, IF NECESSARY, IS SENT TO THE CEO FOR REVIEW. THE CEO MAKES THE FORM 990 AVAILABLE TO THE BOARD MEMBERS AT THE FOUNDATION'S SECURE BOARD PORTAL FOR THEIR REVIEW. THE FORM 990 IS FORMALLY REVIEWED AT A BOARD MEETING IN WHICH CLA REPRESENTATIVES ARE PRESENT TO DISCUSS IT AND ANSWER ANY QUESTIONS. THE FORM 990 IS THEN APPROVED AT THAT BOARD MEETING, AND CLA IS NOTIFIED WHEN IT IS APPROVED SO IT CAN BE FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, AT THE FOUNDATION'S ANNUAL MEETING, THE BOARD REVIEWS AND APPROVES THE CONFLICT OF INTEREST POLICY. EACH DIRECTOR COMPLETES A "WRITTEN ACCEPTANCE OF CONFLICTS OF INTEREST POLICY AND A "CONFLICT OF INTEREST DISCLOSURE STATEMENT". THESE COMPLETED DOCUMENTS ARE KEPT ON FILE AND REFERENCED THROUGHOUT THE YEAR AS NEEDED. AT EACH BOARD MEETING WHEN NEW FUNDS AND GRANTS ARE APPROVED, THE BOARD MEMBERS ARE REMINDED TO ABSTAIN IF THEY HAVE A DIRECT OR INDIRECT RELATIONSHIP WITH THE FUNDS AND GRANTS PRESENTED FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS, REPRESENTING INDEPENDENT PERSONS, SETS THE CEO COMPENSATION DURING EXECUTIVE SESSION. THE CEO'S PERFORMANCE IS REVIEWED ALONG WITH THE COUNCIL ON FOUNDATION'S CURRENT GRANTMAKERS SALARIES & BENEFITS SURVEY. THE BOARD OF DIRECTORS CONSIDERS THE CEO BASE SALARY RANGE FOR COMMUNITY FOUNDATIONS WITH COMPARABLE ASSETS UNDER MANAGEMENT. ADDITIONALLY, THE BOARD OF DIRECTORS IS AWARE OF, AND COMPLIANT WITH, IRS GUIDANCE ON EXECUTIVE COMPENSATION INVOLVING PUBLIC CHARITIES. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN TRUST 162,490.