Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 07-01-2013 , 2013, and ending 06-30-2014
BCheck if applicable:
CName of organization
COMMUNITY FOUNDATION FOR THE FOX VALLEY
REGION INC
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
4455 W LAWRENCE ST
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
APPLETON, WI54914
D Employer identification number

39-1548450
E Telephone number

G Gross receipts $ 120,299,680
F Name and address of principal officer:
CURT DETJEN
4455 W LAWRENCE ST
APPLETON,WI54914
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.CFFOXVALLEY.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1986
M State of legal domicile: WI
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO SERVE A BROAD RANGE OF PHILANTHROPIC INTERESTS BENEFITING THE FOX VALLEY.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 21
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 21
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 28
6 Total number of volunteers (estimate if necessary) ............. 6 125
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -45,511
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 18,736,115 22,486,359
9 Program service revenue (Part VIII, line 2g) ......... 285,489 316,768
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 9,469,177 13,798,278
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 28,490,781 36,601,405
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 9,871,289 10,679,308
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,516,638 1,610,065
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet327,364    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,775,915 1,694,995
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 13,163,842 13,984,368
19 Revenue less expenses. Subtract line 18 from line 12....... 15,326,939 22,617,037
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 199,686,508 253,815,467
21 Total liabilities (Part X, line 26)............. 53,868,376 75,536,497
22 Net assets or fund balances. Subtract line 21 from line 20..... 145,818,132 178,278,970
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: TO RECEIVE AND MANAGE PHILANTHROPIC ASSETS, TO MAKE PRUDENT, SENSITIVE AND CREATIVE GRANTS AND TO EXERCISE LEADERSHIP IN IMPORTANT COMMUNITY PRIORITIES.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 11,472,590 including grants of $ 10,679,309 ) (Revenue $ 316,768 )
GRANTS ARE 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 AND 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.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet11,472,590
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III
............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV
.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
8
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
28
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
No
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
No
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
21
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
21
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletTERRI TOWLE4455 W LAWRENCE STAPPLETONWI54914 (920) 830-1290
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) BEN ADAMS........................................................................
DIRECTOR
.50
.......................  
X           0 0 0
(2) TRAVIS ANDERSEN........................................................................
DIRECTOR
.50
.......................  
X           0 0 0
(3) JOHN BYKOWSKI........................................................................
DIRECTOR & VICE CHAIR
.50
.......................  
X   X       0 0 0
(4) KEITH DEPIES........................................................................
TREASURER & VICE CHAIR
.50
.......................  
X   X       0 0 0
(5) DOUG DUGAL........................................................................
DIRECTOR
.50
.......................  
X           0 0 0
(6) JIM EAGON........................................................................
DIRECTOR
.50
.......................  
X           0 0 0
(7) TIM HIGGINS........................................................................
DIRECTOR
.50
.......................  
X           0 0 0
(8) JOHN HOGERTY........................................................................
DIRECTOR
.50
.......................  
X           0 0 0
(9) STEVE HOOYMAN........................................................................
DIRECTOR
.50
.......................  
X           0 0 0
(10) MIKE LOKENSGARD........................................................................
DIRECTOR
.50
.......................  
X           0 0 0
(11) BARB MERRY........................................................................
DIRECTOR
.50
.......................  
X           0 0 0
(12) PAUL MUELLER........................................................................
DIRECTOR
.50
.......................  
X           0 0 0
(13) JACK RHODES........................................................................
DIRECTOR & CHAIR
.50
.......................  
X   X       0 0 0
(14) KATHI SEIFERT........................................................................
DIRECTOR
.50
.......................  
X           0 0 0
(15) JON STELLMACHER........................................................................
DIRECTOR
.50
.......................  
X           0 0 0
(16) MARKALAN SMITH........................................................................
DIRECTOR & VICE CHAIR
.50
.......................  
X   X       0 0 0
(17) RAQUEL STRAYER........................................................................
DIRECTOR
.50
.......................  
X           0 0 0
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) CATHIE TIERNEY........................................................................
DIRECTOR
.50
.......................  
X           0 0 0
(19) DAVE VANDER ZANDEN........................................................................
DIRECTOR & VICE CHAIR
.50
.......................  
X   X       0 0 0
(20) JEFF WERNER........................................................................
SECRETARY & VICE CHAIR
.50
.......................  
X   X       0 0 0
(21) ALAN ZIERLER........................................................................
DIRECTOR & VICE CHAIR
.50
.......................  
X   X       0 0 0
(22) CURT DETJEN........................................................................
PRESIDENT/CEO
40.00
.......................  
    X       208,207 0 38,474
(23) TERRI TOWLE........................................................................
VP FINANCE/ADMIN
40.00
.......................  
    X       119,636 0 6,007
(24) MARTHA HEMWALL........................................................................
VP COMMUNITY ENGAGEMENT
40.00
.......................  
    X       99,022 0 4,573
(25) TAMMY WILLIAMS........................................................................
VP MARKETING AND COMMUNICATION
40.00
.......................  
    X       92,141 0 8,598
(26) BOB ELLIS........................................................................
VP DEVELOPMENT & DONOR ENGAGEMENT
40.00
.......................  
    X       0 0 0








1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 519,006 0 57,652
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet2
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
COLONIAL CONSULTING750 THIRD AVE 20TH FLOORNEW YORKNY10017 INVESTMENT CONSULTANT 163,612
FORESTER DIVERSIFIED2 SOUND VIEW DR THIRD FLOORGREENWICHCT06830 INVESTMENT MANAGEMENT 127,751
BMO HARRISPO BOX 1056APPLETONWI549121056 INVESTMENT MGMT & CUSTODIAN 127,157
TREMBLANT767 FIFTH AVE FLOOR 12ANEW YORKNY10153 INVESTMENT MANAGEMENT 111,588
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet4
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 1,568,899
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above
1f
20,917,460
g Noncash contributions included in lines
1a-1f:$
8,058,374
h Total. Add lines 1a-1f.......MediumBullet 22,486,359
 Program Service RevenueAmt Business Code
2a ADMINISTRATIVE FEE INCOME FROM AG 561000 172,752 172,752    
b ADMINISTRATIVE FEE INCOME FROM SU 561000 144,016 144,016    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 316,768
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 2,986,385     2,986,385
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 94,510,168  
b Less: cost or other basis and sales expenses 83,698,275  
c Gain or (loss) 10,811,893  
d Net gain or (loss)..........MediumBullet 10,811,893     10,811,893
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 36,601,405 316,768 0 13,798,278
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 9,936,697 9,936,697
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 742,611 742,611
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 732,864 283,902 334,769 114,193
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 618,317 233,533 286,915 97,869
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 17,628 6,587 8,233 2,808
9 Other employee benefits ....... 147,973 55,295 69,105 23,573
10 Payroll taxes ........... 93,283 34,859 43,564 14,860
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 975   975  
c Accounting ........... 54,213   54,213  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 1,259,134   1,259,134  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 6,095 2,693 3,402  
12 Advertising and promotion .... 39,313     39,313
13 Office expenses ....... 73,465 41,964 24,610 6,891
14 Information technology ...... 95,831 34,499 47,916 13,416
15 Royalties ..        
16 Occupancy ........... 33,610 12,098 16,806 4,706
17 Travel ............ 16,117 5,802 8,059 2,256
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 20,644 7,432 10,322 2,890
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 8,102 2,917 4,051 1,134
23 Insurance .............. 86,770 71,440 11,977 3,353
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a EDUCATION 726 261 363 102
b
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 13,984,368 11,472,590 2,184,414 327,364
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing .............   1  
2 Savings and temporary cash investments ......... 715,292 2 723,540
3 Pledges and grants receivable, net ........... 862,063 3 5,741,468
4 Accounts receivable, net ............. 25,000 4 0
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 28,973 9 96,576
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 505,987
b Less: accumulated depreciation ..... 10b 469,948 44,141 10c 36,039
11 Investments—publicly traded securities .......... 13,626,355 11 18,455,914
12 Investments—other securities. See Part IV, line 11 ..... 183,802,245 12 228,105,089
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 582,439 15 656,841
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 199,686,508 16 253,815,467
Liabilities 17 Accounts payable and accrued expenses ......... 221,217 17 357,707
18 Grants payable ................. 1,851,820 18 1,128,943
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 51,795,339 25 74,049,847
26 Total liabilities. Add lines 17 through 25......... 53,868,376 26 75,536,497
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 143,944,779 27 171,177,747
28 Temporarily restricted net assets ........... 1,873,353 28 7,101,223
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 145,818,132 33 178,278,970
34 Total liabilities and net assets/fund balances ........ 199,686,508 34 253,815,467
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
36,601,405
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
13,984,368
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
22,617,037
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
145,818,132
5
Net unrealized gains (losses) on investments ...............
5
9,764,976
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
78,825
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
178,278,970
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
COMMUNITY FOUNDATION FOR THE FOX VALLEY
REGION INC
Employer identification number

39-1548450
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 9,404,659 9,958,343 10,119,617 18,736,115 22,486,359 70,705,093
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 9,404,659 9,958,343 10,119,617 18,736,115 22,486,359 70,705,093
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 12,878,641
6 Public support. Subtract line 5 from line 4. 57,826,452
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 9,404,659 9,958,343 10,119,617 18,736,115 22,486,359 70,705,093
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 2,573,491 2,366,682 2,235,343 2,631,710 2,986,385 12,793,611
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10). 83,498,704
12
12
1,282,829
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
69.250 %
15
15
73.270 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
COMMUNITY FOUNDATION FOR THE FOX VALLEY
REGION INC
Employer identification number

39-1548450
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
COMMUNITY FOUNDATION FOR THE FOX VALLEY
REGION INC
Employer identification number

39-1548450
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
COMMUNITY FOUNDATION FOR THE FOX VALLEY
REGION INC
Employer identification number

39-1548450
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
COMMUNITY FOUNDATION FOR THE FOX VALLEY
REGION INC
Employer identification number

39-1548450
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  

Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION FOR THE FOX VALLEY
REGION INC
Employer identification number

39-1548450
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 351 512
2 Aggregate contributions to (during year) ... 6,831,956 14,121,004
3 Aggregate grants from (during year) ..... 4,088,348 6,515,128
4 Aggregate value at end of year ........ 63,670,794 91,693,318
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................   505,987 469,948 36,039
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 36,039
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) SECURITIES LENDING COLLATERAL
36,480,448 F

(B) EQUITIES
107,721,562 F

(C) FIXED INCOME
42,369,799 F

(D) HEDGE FUNDS
29,294,306 F

(E) REAL ASSETS
6,727,984 F

(F) PRIVATE EQUITY
1,378,300 F

(G) REAL ESTATE
4,132,690 F


Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 228,105,089
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
FUNDS HELD FOR OTHERS 36,565,420
PAYABLE UNDER SECURITIES LENDING PROGRAM 36,480,448
CHARITABLE GIFT ANNUITY PAYABLE 1,003,979






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 74,049,847
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION FOR THE FOX VALLEY
REGION INC
Employer identification number

39-1548450
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ...............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
CENTRAL AMERICAN AND THE CARIBBEAN 0 0 INVESTMENTS   24,826,014
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 24,826,014
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 24,826,014
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
PART I, LINE 3: COLUMN F INCLUDES $24,569,147 OF BOOK VALUE OF INVESTMENTS AND $256,867 OF INVESTMENT MANAGER FEES, WHICH ARE INCLUDED AS PART OF THE CURRENT YEAR INVESTMENT RETURNS ON THE CENTRAL AMERICA AND THE CARIBBEAN REGION INVESTMENTS. THE ORGANIZATION FOLLOWS THE ACCRUAL METHOD OF ACCOUNTING AND ITS INVESTMENTS ARE RECORDED AT FAIR MARKET VALUE. THE REPORTED AMOUNT OF INVESTMENTS AND FEES 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.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
Additional Data


Software ID:  
Software Version:  



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
COMMUNITY FOUNDATION FOR THE FOX VALLEY
REGION INC
Employer identification number
39-1548450
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC Code section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) AASD-APPLETON AREA SCHOOL DISTRICT
PO BOX 2019
APPLETON,WI549132019
39-6000710 GOVERNMENT 70,850       EDUCATION
(2) ACES-ST FRANCIS XAVIER HIGH SCHOOL
1600 W PROSPECT AVENUE
APPLETON,WI54914
75-2975177 501(C)3 207,477       EDUCATION
(3) AGAPE OF APPLETON
7 TRI PARK WAY
APPLETON,WI54914
39-1210868 501(C)3 7,303       HUMAN SERVICES
(4) AMERICAN CANCER SOCIETY
790 MARVELL LANE
GREEN BAY,WI54304
13-1788491 501(C)3 26,456       HEALTH CARE
(5) AMERICAN FAMILY ASSOCIATION INC
PO BOX 2440
TUPELO,MS38803
64-0607275 501(C)3 37,500       HEALTH CARE
(6) AMERICAN HEART ASSOCIATION INC
208 SOUTH LASALE STREET SUITE 900
CHICAGO,IL606041104
13-5613797 501(C)3 16,039       HEALTH CARE
(7) AMERICAN RED CROSS IN NORTHEAST WI
515 SOUTH WASHBURN STREET 201
OSHKOSH,WI54903
53-0196605 501(C)3 32,713       HOUSING & SHELTER
(8) APPLETON ALLIANCE CHURCH
2693 W GRAND CHUTE BOULEVARD
APPLETON,WI54913
39-1345185 501(C)3 44,500       RELIGION
(9) APPLETON MEDICAL CENTER FDN
1818 N MEADE ST
APPLETON,WI54912
39-1571431 501(C)3 52,279       HEALTH CARE
(10) ATTIC THEATRE INC
PO BOX 41
APPLETON,WI549120041
39-0993864 501(C)3 6,778       ARTS, CULTURE AND HUMANITIES
(11) BAY-LAKES COUNCIL BOY SCOUTS OF AMERICA
2555 NOTHERN ROAD 0PO BOX 267
APPLETON,WI549120267
39-1184320 501(C)3 6,690       YOUTH DEVELOPMENT
(12) BERGSTROM-MAHLER MUSEUM
165 N PARK AVE
NEENAH,WI54956
39-0958257 501(C)3 34,035       ARTS, CULTURE AND HUMANITIES
(13) BEST FRIENDS OF NEENAH-MENASHA
181 E NORTH WATER STE 225
NEENAH,WI54956
39-1260017 501(C)3 24,312       YOUTH DEVELOPMENT
(14) BEST FRIENDS-CALUMET COUNTY
PO BOX 101
CHILTON,WI530140101
39-1289868 501(C)3 14,000       YOUTH DEVELOPMENT
(15) BIG BROTHERS BIG SISTERS OF THE FOX VALLEY REGION
160 S BADGER AVE
APPLETON,WI54914
39-6103907 501(C)3 29,225       YOUTH DEVELOPMENT
(16) BOND-SCHOOL DISTRICT OF BONDUEL
PO BOX 310
BONDUEL,WI54107
39-1006039 GOVERNMENT 5,400       EDUCATION
(17) BOYS & GIRLS CLUB OF OSHKOSH
P O BOX 411
OSHKOSH,WI54902
39-6120658 501(C)3 16,500       YOUTH DEVELOPMENT
(18) BOYS & GIRLS CLUBS OF THE FOX VALLEY
160 SOUTH BADGER AVENUE
APPLETON,WI54914
39-1225709 501(C)3 81,172       HUMAN SERVICES
(19) BOYS' AND GIRLS' BRIGADE
109 W COLUMBIAN AVE PO BOX 665
NEENAH,WI549570665
39-0813396 501(C)3 17,035       YOUTH DEVELOPMENT
(20) BREAD FOR THE WORLD INSTITUTE
425 3RD ST SW SUITE 1200
WASHINGTON,DC20001
27-2547560 501(C)3 6,000       HUMAN SERVICES
(21) BSD-BRILLION SCHOOL DISTRICT
315 SOUTH MAIN STREET
BRILLION,WI54110
39-6001095 GOVERNMENT 6,211       EDUCATION
(22) CAP SERVICES INC
17 PARK PLACE SUITE 950
APPLETON,WI54914
39-1080897 501(C)3 46,319       HUMAN SERVICES
(23) CASA OF THE FOX CITIES
PO BOX 2364
APPLETON,WI54911
36-3916143 501(C)3 47,750       HUMAN SERVICES
(24) CATHOLIC CHARITIES OF THE DIOCESE OF GREEN BAY INC
P O BOX 23825
GREEN BAY,WI54305
59-2473176 501(C)3 20,750       RELIGION
(25) CATHOLIC DIOCESE OF GREEN BAY
P O BOX 23825
GREEN BAY,WI543053825
39-6048398 501(C)3 5,400       RELIGION
(26) CATHOLIC FOUNDATION FOR THE DIOCESE OF GREEN BAY
PO BOX 2128
GREEN BAY,WI54305
39-1924921 501(C)3 29,017       RELIGION
(27) CATHOLIC RELIEF SERVICES
P O BOX 17090
BALTIMORE,MD212037090
13-5563422 501(C)3 7,500       HUMAN SERVICES
(28) CHAPS ACADEMY
N5367 MAYFLOWER RD
SHIOCTON,WI54170
45-0530019 501(C)3 200,120       MENTAL HEALTH AND CRISIS INTERVENTION
(29) CHILDREN'S HOSPITAL AND HEALTH SYSTEM FOUNDATION
5583 WATERFORD LANE SUITE A
APPLETON,WI54913
39-1500075 501(C)3 68,996       HEALTH CARE
(30) CHILTON PUBLIC LIBRARY
221 PARK STREET
CHILTON,WI53014
39-6005413 GOVERNMENT 5,600       EDUCATION
(31) CHPS-CHILTON PUBLIC SCHOOLS
530 W MAIN ST
CHILTON,WI53014
39-6001369 501(C)3 188,000       EDUCATION
(32) CHRIST CHILD ACADEMY
2722 HENRY STREET
SHEBOYGAN,WI53081
39-1557915 501(C)3 149,850       RELIGION
(33) CHRISTIAN HOME AND BIBLE SCHOOL
301 WEST 13TH AVENUE
MT DORA,FL327579908
59-0855390 501(C)3 15,000       RELIGION
(34) CHRISTINE ANN DOMESTIC ABUSE SERVICES
PO BOX 99
NEENAH,WI549570099
39-1441770 501(C)3 34,854       HUMAN SERVICES
(35) CIRCLE URBAN MINISTRIES
118 NORTH CENTRAL AVENUE
CHICAGO,IL60644
36-3136997 501(C)3 37,500       HUMAN SERVICES
(36) CITY OF APPLETON
FINANCE DEPT PO BOX 2519
APPLETON,WI549122519
39-6005381 GOVERNMENT 12,820       COMMUNITY DEVELOPMENT
(37) CITY OF KAUKAUNA
201 WEST 2ND STREET
KAUKAUNA,WI54130
39-6005479 GOVERNMENT 8,749       COMMUNITY DEVELOPMENT
(38) CITY OF MENASHA
140 MAIN STREET
MENASHA,WI54952
39-6005525 501(C)3 31,403       COMMUNITY DEVELOPMENT
(39) CITY OF NEENAH
211 WALNUT ST
NEENAH,WI54956
39-6005543 GOVERNMENT 200,100       PARKS AND PLAYGROUNDS
(40) CITY OF SHAWANO
127 S SAWYER ST PO BOX 104
SHAWANO,WI54166
39-6005594 GOVERNMENT 10,000       COMMUNITY DEVELOPMENT
(41) CLARITY CARE
424 WASHINGTON AVENUE
OSHKOSH,WI54901
39-1569283 501(C)3 26,232       HUMAN SERVICES
(42) CLINTONVILLE HISTORICAL SOCIETY
C/O JOYCE WAITE 46 SIXTH STREET
CLINTONVILLE,WI54929
39-1567545 501(C)3 7,581       COMMUNITY DEVELOPMENT
(43) CLPS-CLINTONVILLE PUBLIC SCHOOLS
45 WEST GREEN TREE ROAD
CLINTONVILLE,WI54929
39-6008413 GOVERNMENT 8,559       EDUCATION
(44) COMMUNITY CHILD CARE CTR
208 SOUTH PINE STREET
KIMBERLY,WI54136
36-3591326 501(C)3 9,252       HUMAN SERVICES
(45) COMMUNITY CHURCH
3701 NORTH GILLETT STREET
APPLETON,WI54914
39-1712990 501(C)3 23,700       RELIGION
(46) COMMUNITY CLOTHES CLOSET
1465-B OPPORTUNITY WAY
MENASHA,WI54952
39-1394270 501(C)3 53,900       HUMAN SERVICES
(47) COMMUNITY HOSPICE FOUNDATION
PO BOX 1534
APPLETON,WI549121534
39-1511977 501(C)3 12,155       HUMAN SERVICES
(48) COMPASSIONATE HOME HEALTH CARE INC
5601 GRANDE MARKET DRIVE M
APPLETON,WI54913
27-2472623 501(C)3 7,500       HUMAN SERVICES
(49) COTS
PO BOX 1645
APPLETON,WI549121645
39-1913179 501(C)3 105,194       HUMAN SERVICES
(50) COUNCIL ON FOUNDATIONS
PO BOX 75674
BALTIMORE,MD212755674
13-6068327 501(C)3 12,650       PHILANTHROPY
(51) DONALD DRIVER FOUNDATION
C/O LAMMI SPORTS MANAGEMENT 161 S
1ST STREET SUITE 320
MILWAUKEE,WI53204
76-0678602 501(C)3 90,000       PUBLIC FOUNDATION
(52) EASTER SEALS WISCONSIN
101 NOB HILL ROAD SUITE 301
MADISON,WI53713
39-0824877 501(C)3 9,522       HUMAN SERVICES
(53) EASTSHORE HUMANE ASSOCIATION INC
P O BOX 320
CHILTON,WI53014
39-1565423 501(C)3 19,000       ANIMAL PROTECTION
(54) EMERGENCY SHELTER OF THE FOX VALLEY INC
400 N DIVISION STREET
APPLETON,WI54911
39-1447152 501(C)3 62,162       HUMAN SERVICES
(55) EVERGREEN FOUNDATION
1130 N WESTFIELD STREET
OSHKOSH,WI54902
41-1568278 501(C)3 6,055       PHILANTHROPY
(56) FAITH LUTHERAN CHURCH
601 EAST GLENDALE AVENUE
APPLETON,WI54911
39-1027724 501(C)3 7,900       RELIGION
(57) FEEDING AMERICA EASTERN WISCONSIN - FOX VALLEY
PO BOX 2393
APPLETON,WI549122393
39-1384593 501(C)3 80,084       HUMAN SERVICES
(58) FIRST CONGREGATIONAL UNITED CHURCH OF CHRIST
724 E SOUTH RIVER STREET
APPLETON,WI54915
39-0816821 501(C)3 43,750       RELIGION
(59) FIRST PRESBYTERIAN CHURCH OF NEENAH
200 CHURCH ST
NEENAH,WI54956
39-0807226 501(C)3 10,275       RELIGION
(60) FIRST UNITED METHODIST CHURCH NEENAHMENASHA
108 W DOTY AVE
NEENAH,WI54956
39-1034287 501(C)3 6,250       RELIGION
(61) FIRST UNITED METHODIST CHURCH OF APPLETON
325 EAST FRANKLIN STREET
APPLETON,WI549115476
39-0943395 501(C)3 8,206       RELIGION
(62) FIRST UNITED METHODIST CHURCH OF WAUPACA
PO BOX 364
WAUPACA,WI54981
39-0873164 501(C)3 6,710       RELIGION
(63) FISHER HOUSE FOUNDATION INC
111 ROCKVILLE PIKE 420
ROCKVILLE,MD20850
11-3158401 501(C)3 38,500       RELIGION
(64) FOOD FOR THE HUNGRY INC
1224 EAST WASHINGTON STREET
PHOENIX,AZ850341102
95-2680390 501(C)3 7,700       HUMAN SERVICES
(65) FOUNDATIONS FOR LIVING
P O BOX 564
WAUPACA,WI54981
27-4017294 501(C)3 12,420       COMMUNITY DEVELOPMENT
(66) FOX CITIES BOOK FESTIVAL INC
PO BOX 1014
APPLETON,WI549121014
39-1636096 501(C)3 10,500       COMMUNITY DEVELOPMENT
(67) FOX CITIES BUILDING FOR THE ARTS
111 WEST COLLEGE AVENUE
APPLETON,WI54911
39-6056442 501(C)3 145,266       ARTS, CULTURE AND HUMANITIES
(68) FOX CITIES CHAMBER FOUNDATION
125 N SUPERIOR STREET
APPLETON,WI54911
39-1419431 501(C)3 19,707       COMMUNITY DEVELOPMENT
(69) FOX CITIES COMMUNITY HEALTH CENTER INC
1814 APPLETON ROAD
MENASHA,WI54952
20-2090446 501(C)3 96,087       HUMAN SERVICES
(70) FOX CITIES PERFORMING ARTS CENTER
400 W COLLEGE AVE
APPLETON,WI54911
39-1977839 501(C)3 157,250       ARTS, CULTURE AND HUMANITIES
(71) FOX VALLEY CHORUS OF SWEET ADELINE INTERNATIONAL
VICKI POWERS - TREASURER 514 ROYAL
ST PATS DRIVE
WRIGHTSTOWN,WI54180
41-2106153 501(C)3 6,224       ARTS, CULTURE AND HUMANITIES
(72) FOX VALLEY HUMANE ASSOCIATION
N115 TWO MILE ROAD
APPLETON,WI54914
39-0992559 501(C)3 11,675       ANIMAL PROTECTION
(73) FOX VALLEY LITERACY COUNCIL INC
130 EAST FRANKLIN STREET
APPLETON,WI54911
39-1682277 501(C)3 13,446       HUMAN SERVICES
(74) FOX VALLEY LUTHERAN HIGH SCHOOL
5300 NORTH MEADE STREET
APPLETON,WI549138383
39-0988994 501(C)3 5,856       EDUCATION
(75) FOX VALLEY MOTHER & UNBORN BABY CARE INC
526 WEST WISCONSIN AVENUE
APPLETON,WI54911
39-1793379 501(C)3 15,828       HUMAN SERVICES
(76) FOX VALLEY SIBLING SUPPORT NETWORK
506 E PARKWAY BLVD
APPLETON,WI54911
39-1942794 501(C)3 13,250       YOUTH DEVELOPMENT
(77) FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION
111 W COLLEGE AVE SUITE 550
APPLETON,WI54911
39-1089489 501(C)3 36,552       ARTS, CULTURE AND HUMANITIES
(78) FOX VALLEY TECHNICAL COLLEGE FOUNDATION
PO BOX 2277
APPLETON,WI549122277
39-1264389 501(C)3 24,371       EDUCATION
(79) FOX VALLEY WARMING SHELTER INC
PO BOX 1261
APPLETON,WI549121261
27-1009699 501(C)3 31,766       HUMAN SERVICES
(80) FOX-WISCONSIN HERITAGE PARKWAY
PO BOX 204
KIMBERLY,WI54136
27-0909700 501(C)3 74,814       ENVIRONMENT
(81) FREMONT - WOLF RIVER EMERGENCY MEDICAL SERVICE INC
PO BOX 393
FREMONT,WI54940
39-1257816 501(C)3 7,230       HEALTH CARE
(82) FRIENDS OF APPLETON PUBLIC LIBRARY
225 NORTH ONEIDA STREET
APPLETON,WI549114780
39-1550376 501(C)3 23,936       EDUCATION
(83) FRIENDS OF HEARTHSTONE INC
625 W PROSPECT AVE
APPLETON,WI54911
39-1579731 501(C)3 11,122       HUMAN SERVICES
(84) FRIENDS OF HIGH CLIFF STATE PARK
N7630 STATE PARK ROAD
SHERWOOD,WI54169
39-1911880 501(C)3 13,876       ENVIRONMENT
(85) FRIENDS OF LEDGE VIEW NATURE CENTER
PO BOX 54
CHILTON,WI53014
39-1458805 501(C)3 27,000       ENVIRONMENT
(86) FRIENDS OF WISCONSIN PUBLIC TELEVISION INC
821 UNIVERSITY AVENUE
MADISON,WI537061497
23-7300462 501(C)3 17,300       EDUCATION
(87) FUTURE NEENAH INC
135 W WISCONSIN AVENUE PO BOX 896
NEENAH,WI549570896
93-0843731 501(C)3 48,091       COMMUNITY DEVELOPMENT
(88) GEGAN ELEMENTARY SCHOOL
675 AIRPORT ROAD
MENASHA,WI54952
39-1741608 GOVERNMENT 65,334       EDUCATION
(89) GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES INC
PO BOX 9427
GREEN BAY,WI543089427
39-1016314 501(C)3 10,322       YOUTH DEVELOPMENT
(90) GLOBAL OUTREACH
433 HAWTHORNE
NEENAH,WI54956
39-1826726 501(C)3 5,250       EDUCATION
(91) GOOD SHEPHERD SERVICES
607 BRONSON ROAD
SEYMOUR,WI54165
39-1319766 501(C)3 10,000       HUMAN SERVICES
(92) GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN
1800 APPLETON ROAD
MENASHA,WI54952
39-1144913 501(C)3 87,755       HUMAN SERVICES
(93) GORDON BUBOLZ NATURE PRESERVE
4815 N LYNNDALE DRIVE
GRAND CHUTE,WI54913
23-7120877 501(C)3 57,450       ENVIRONMENT
(94) GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
ATTN JESSICA MALONEY 1725 DESALES
ST NW STE 404
WASHINGTON,DC20036
39-0935776 501(C)3 40,404       PHILANTHROPY
(95) GREATER FOX CITIES AREA HABITAT FOR HUMANITY
921 MIDWAY ROAD
MENASHA,WI54952
39-1742974 501(C)3 135,754       HUMAN SERVICES
(96) GREATER GREEN BAY COMMUNITY FOUNDATION
310 W WALNUT STREET STE 350
GREEN BAY,WI543032734
39-1699966 501(C)3 516,023       PHILANTHROPY
(97) GREEN VALLEY PRESBYTERIAN CHURCH
1798 WIGWAM PARKWAY
HENDERSON,NV89074
88-0278589 501(C)3 6,250       RELIGION
(98) HARBOR HOUSE DOMESTIC ABUSE PROGRAM
720 WEST FIFTH STREET
APPLETON,WI54914
39-1870927 501(C)3 52,417       HUMAN SERVICES
(99) HAVEN OF HOPE DAY CARE INC
1000 WEST MAIN STREET
KIMBERLY,WI54140
20-8312141 501(C)3 13,974       HUMAN SERVICES
(100) HECKRODT WETLAND RESERVE
1305 PLANK ROAD
MENASHA,WI54952
39-1838222 501(C)3 268,844       ENVIRONMENT
(101) HOLY CROSS PARISH
309 DESNOYER STREET
KAUKAUNA,WI54130
39-0807048 501(C)3 16,990       RELIGION
(102) HOLY FAMILY PARISH
1100 W RYAN ST
BRILLION,WI54110
39-0806809 501(C)3 9,000       RELIGION
(103) HOUSING PARTNERSHIP OF THE FOX CITIES
605 EAST HANCOCK STREET
APPLETON,WI54911
39-1582471 501(C)3 107,836       HUMAN SERVICES
(104) INSURANCE INSTITUTE FOR HIGHWAY SAFETY
1005 NORTH GLEBE ROAD 800
ARLINGTON,VA22201
53-0246204 501(C)3 12,702       HUMAN SERVICES
(105) INTERVARSITY CHRISTIAN FELLOWSHIP
PO BOX 7895
MADISON,WI537077895
36-2171714 501(C)3 8,000       RELIGION
(106) IOLA HISTORICAL SOCIETY
210 DEPOT STREET
IOLA,WI54945
39-1367891 GOVERNMENT 7,500       COMMUNITY DEVELOPMENT
(107) JESUIT RETREAT HOUSE
4800 FAHRNWALD RD
OSHKOSH,WI54902
39-0977744 501(C)3 22,500       RELIGION
(108) JUNIOR ACHIEVEMENT OF WI INC
300 N APPLETON STREET
APPLETON,WI54911
39-0826295 501(C)3 13,000       YOUTH DEVELOPMENT
(109) JUVENILE DIABETES RESEARCH FOUNDATION - NE WISCONSIN CHAPTER
1800 APPLETON ROAD SUITE 2
MENASHA,WI549523727
23-1907729 501(C)3 15,650       HEALTH CARE
(110) KASD-KAUKAUNA AREA SCHOOL DISTRICT
1701 COUNTY ROAD CE
KAUKAUNA,WI54130
39-6002782 GOVERNMENT 16,092       EDUCATION
(111) KENYA WORKS INC
PO BOX 1572
MENASHA,WI54911
05-0623727 501(C)3 10,925       HEALTH CARE
(112) KNOXVILLE OPERA COMPANY
612 EAST DEPOT AVENUE
KNOXVILLE,TN37917
62-1015262 501(C)3 10,000       ARTS, CULTURE AND HUMANITIES
(113) LCASD-LITTLE CHUTE AREA SCHOOL DISTRICT
325 MEULEMANS STREET - SUITE A
LITTLE CHUTE,WI54140
39-6003096 GOVERNMENT 7,636       EDUCATION
(114) LEAVEN INC
1475 OPPORTUNITY WAY
MENASHA,WI54952
39-1572168 501(C)3 125,013       HUMAN SERVICES
(115) LIVING WATER LUTHERAN CHURCH
9201 E HAPPY VALLEY RD
SCOTTSDALE,AZ85255
86-0867528 501(C)3 20,000       RELIGION
(116) LUTHER COLLEGE
700 COLLEGE DR
DECORAH,IA52101
42-0680466 501(C)3 12,000       EDUCATION
(117) LUTHERAN SOCIAL SERVICES OF WI AND UPPER MICHIGAN
3003A NORTH RICHMOND STREET
APPLETON,WI54911
39-0816846 501(C)3 110,058       HUMAN SERVICES
(118) MAKAROFF YOUTH BALLET
111 W COLLEGE AVE
APPLETON,WI54911
68-0652111 501(C)3 6,746       ARTS, CULTURE AND HUMANITIES
(119) MAKE A WISH FOUNDATION OF WISCONSIN
100 W COLLEGE AVE 50E
APPLETON,WI54911
39-1543541 501(C)3 10,121       HUMAN SERVICES
(120) MARQUETTE UNIVERSITY HIGH SCHOOL
3401 W WISCONSIN AVE
MILWAUKEE,WI53208
39-0806826 501(C)3 26,000       EDUCATION
(121) MEMORIAL PRESBYTERIAN CHURCH OF APPLETON
803 E COLLEGE AVE
APPLETON,WI54911
39-6026053 501(C)3 78,000       RELIGION
(122) MENASHA AREA SOCCER CLUB INC
PO BOX 481
MENASHA,WI54952
39-1930679 501(C)3 6,550       YOUTH DEVELOPMENT
(123) MINNESOTA STATE MANKATO FOUNDATION
121 ALUMNI FOUNDATION CENTER
MANKATO,MN56001
41-6033423 501(C)3 5,500       PHILANTHROPY
(124) MJSD-MENASHA JOINT SCHOOL DISTRICT
328 SIXTH STREET
MENASHA,WI549522768
39-6003366 GOVERNMENT 5,970       EDUCATION
(125) MONTE ALVERNO RETREAT & SPIRITUALITY CENTER
1000 N BALLARD ROAD
APPLETON,WI54911
39-1092144 501(C)3 6,476       EDUCATION
(126) MOUNT TABOR CENTER
522 SECOND STREET
MENASHA,WI54952
39-1536251 501(C)3 47,333       RELIGION
(127) MUSIC THAT MATTERS INC
PO BOX 578
GREEN BAY,WI54305
20-8883546 501(C)3 11,600       ARTS, CULTURE AND HUMANITIES
(128) NAMI FOX VALLEY INC
211 E FRANKLIN ST STE B
APPLETON,WI54911
39-1545497 501(C)3 61,731       HUMAN SERVICES
(129) NATIONAL PARKINSON FOUNDATION INC
200 SE 1ST STREET STE 800
MIAMI,FL33131
59-0968031 501(C)3 14,734       HEALTH CARE
(130) NAVARINO-LESSOR FIRE DEPARTMENT
W4897 STATE HIGHWAY 156
BONDUEL,WI54107
39-1948991 GOVERNMENT 5,260       HUMAN SERVICES
(131) NEENAH-MENASHA EMERGENCY SOCIETY
PO BOX 744
NEENAH,WI54957
39-6056105 501(C)3 11,363       HUMAN SERVICES
(132) NEW HOPE CENTER
443 MANHATTAN
CHILTON,WI53014
39-1052724 501(C)3 39,905       HUMAN SERVICES
(133) NEW MENTAL HEALTH CONNECTION INC
1455 MIDWAY ROAD
MENASHA,WI54952
45-2657700 501(C)3 123,100       HUMAN SERVICES
(134) NEWVOICES
PO BOX 221
APPLETON,WI549120221
93-0838178 501(C)3 6,411       ARTS, CULTURE AND HUMANITIES
(135) NORTHEAST WISCONSIN LAND TRUST
14 TRI-PARK WAY BUILDING 1
APPLETON,WI54914
39-1867891 501(C)3 15,874       ENVIRONMENT
(136) NORTHEAST WISCONSIN TECHNICAL COLLEGE EDUCATIONAL FOUNDATION
PO BOX 19042
GREEN BAY,WI543079042
23-7069405 501(C)3 16,097       EDUCATION
(137) NORTHERN ILLINOIS FOOD BANK
273 DEARBORN COURT
GENEVA,IL60134
36-3203648 501(C)3 37,500       HUMAN SERVICES
(138) OLD GLORY HONOR FLIGHT INC
4650 WEST SPENCER STREET
APPLETON,WI54914
27-0642712 501(C)3 13,000       HUMAN SERVICES
(139) OSHKOSH AREA COMMUNITY FOUNDATION
230 OHIO STREET 100
OSHKOSH,WI54902
13-5562424 501(C)3 370,506       PHILANTHROPY
(140) OSHKOSH AREA HUMANE SOCIETY INC
1925 SHELTER COURT
OSHKOSH,WI54901
39-1709813 501(C)3 6,500       ANIMAL PROTECTION
(141) OUTAGAMIE COUNTY
410 SOUTH WALNUT STREET
APPLETON,WI54911
39-6005724 GOVERNMENT 15,014       COMMUNITY DEVELOPMENT
(142) OUTAGAMIE COUNTY HISTORICAL SOCIETY
330 E COLLEGE AVENUE
APPLETON,WI54911
39-1298304 501(C)3 72,070       COMMUNITY DEVELOPMENT
(143) RAWHIDE BOYS RANCH
E7475 RAWHIDE ROAD
NEW LONDON,WI549619987
39-1052471 501(C)3 59,750       YOUTH DEVELOPMENT
(144) ROTARY FOUNDATION OF ROTARY INTERNATIONAL
1560 SHERMAN AVENUE
EVANSTON,IL60201
36-3245072 501(C)3 7,623       HUMAN SERVICES
(145) SALVATION ARMY SERVICE EXTENSION -- OUTAGAMIE COUNTY
227 EAST STATE HWY 54
BLACK CREEK,WI54106
36-2167910 501(C)3 195,110       HUMAN SERVICES
(146) SAVING PAWS ANIMAL RESCUE
N3130 NORTH MEADE STREET
APPLETON,WI54913
74-1381999 501(C)3 6,000       ANIMAL PROTECTION
(147) SCSD-SEYMOUR COMMUNITY SCHOOL DISTRICT
10 CIRCLE DRIVE
SEYMOUR,WI54165
39-6017417 GOVERNMENT 45,338       EDUCATION
(148) SEXUAL ASSAULT CRISIS CENTER
17 PARK PLACE 400
APPLETON,WI54914
39-1309331 501(C)3 14,333       HUMAN SERVICES
(149) SHAWANO COUNTY
311 N MAIN ST
SHAWANO,WI54166
39-6005743 501(C)3 8,971       COMMUNITY DEVELOPMENT
(150) SHAWANO MEDICAL CENTER
309 N BARTLETTE ST
SHAWANO,WI54166
39-0807068 501(C)3 7,840       HEALTH CARE
(151) SHAWANO PATHWAYS ORGANIZATION FOR KIDS ENVIROMENT & SAFETY
PO BOX 95
SHAWANO,WI54166
38-3836019 501(C)3 5,300       HUMAN SERVICES
(152) SHEPHERD OF THE LAKES LUTHERAN CHURCH
153 COUNTY ROAD QQ
WAUPACA,WI54981
39-1298221 501(C)3 10,000       RELIGION
(153) SNOWDROP FOUNDATION-WISCONSIN CHAPTER
4910 NORTH FUJI DRIVE
APPLETON,WI54913
20-4478536 501(C)3 24,106       PHILANTHROPY
(154) SOCIETY OF THE DIVINE SAVIOR - SALVATORIAN CENTER
1303 MILWAUKEE DR
NEW HOLSTEIN,WI53061
39-0806210 501(C)3 10,578       RELIGION
(155) SPECIAL OLYMPICS OF WISCONSIN - FOX VALLEY AREA
W5361 COUNTY KK SUITE D
APPLETON,WI54915
39-1176591 501(C)3 9,923       HUMAN SERVICES
(156) ST COLETTA OF WISCONSIN INC
N4637 COUNTY HIGHWAY Y
JEFFERSON,WI53549
39-0816855 501(C)3 8,567       RELIGION
(157) ST ELIZABETH ANN SETON CATHOLIC SCHOOL
814 SUPERIOR AVENUE
SHEBOYGAN,WI53801
45-5179843 501(C)3 48,150       RELIGION
(158) ST ELIZABETH HOSPITAL FOUNDATION
1506 S ONEIDA ST
APPLETON,WI54915
39-1256677 501(C)3 146,249       HEALTH CARE
(159) ST JOHN NEPOMUCENE PARISH
323 PINE STREET
LITTLE CHUTE,WI541401896
39-0816903 501(C)3 7,475       RELIGION
(160) ST JOHN SACRED HEART SCHOOL
N361 MILITARY ROAD
SHERWOOD,WI54169
39-0865494 501(C)3 32,500       EDUCATION
(161) ST JOHN THE BAPTIST CATHOLIC PARISH
528 SECOND STREET
MENASHA,WI54952
39-0808549 501(C)3 20,234       RELIGION
(162) ST JOSEPH FOOD PROGRAM
1465 A OPPORTUNITY WAY
MENASHA,WI54952
39-1822486 501(C)3 158,483       HUMAN SERVICES
(163) ST JOSEPH PARISH-APPLETON
404 W LAWRENCE ST
APPLETON,WI54911
39-0847630 501(C)3 17,844       RELIGION
(164) ST MARGARET-MARY OF NEENAH
439 WASHINGTON AVENUE
NEENAH,WI54956
46-0235912 501(C)3 26,675       RELIGION
(165) ST MARTIN LUTHERAN SCHOOL
100 S CLINTON AVE
CLINTONVILLE,WI54929
39-0825337 501(C)3 9,000       RELIGION
(166) ST MARTIN'S CATHOLIC CHURCH
418 SOUTH WARRINGTON STREET
CECIL,WI54111
39-1574648 501(C)3 10,000       RELIGION
(167) ST MARY PARISH MENASHA
528 SECOND STREET
MENASHA,WI54952
39-0845602 501(C)3 33,000       RELIGION
(168) ST MARY PARISH-APPLETON
312 S STATE ST
APPLETON,WI54911
39-0810526 501(C)3 10,262       RELIGION
(169) ST PATRICK CATHOLIC CHURCH
324 NICOLET BLVD
MENASHA,WI54952
39-0967024 501(C)3 30,500       RELIGION
(170) ST PAUL CATHOLIC CHURCH
410 WALLACE STREET
COMBINED LOCKS,WI54113
39-0989794 501(C)3 9,740       RELIGION
(171) ST THOMAS EPISCOPAL CHURCH
226 WASHINGTON STREET
MENASHA,WI54952
39-0816875 501(C)3 15,241       RELIGION
(172) ST VINCENT DEPAUL-NEENAH
1425 S COMMERCIAL ST
NEENAH,WI54956
34-1995239 501(C)3 22,094       HUMAN SERVICES
(173) STEP INDUSTRIES INC
1010 STROHMEYER DR
NEENAH,WI54956
94-1156365 501(C)3 15,250       HUMAN SERVICES
(174) SUSTAINABLE FOX VALLEY INC
1411 E APPLE CREEK ROAD
APPLETON,WI54913
27-2095290 501(C)3 37,207       COMMUNITY DEVELOPMENT
(175) TCCES
900 GEIGER STREET
NEENAH,WI54956
39-1656963 501(C)3 638,176       EDUCATION
(176) THE ARC FOX CITIES INC
211 EAST FRANKLIN ST
APPLETON,WI54911
75-3202931 501(C)3 161,070       HUMAN SERVICES
(177) THE BREAST CANCER RESEARCH FOUNDATION INC
60 EAST 56TH STREET 8TH FLOOR
NEW YORK,NY10022
13-3727250 501(C)3 25,402       HEALTH CARE
(178) THE BUILDING FOR KIDS
100 W COLLEGE AVE
APPLETON,WI549115706
39-1706260 501(C)3 14,549       YOUTH DEVELOPMENT
(179) THE NATURE CONSERVANCY
633 W MAIN STREET
MADISON,WI53703
53-0242652 501(C)3 7,350       ENVIRONMENT
(180) THEAVENUE
PO BOX 578
GREEN BAY,WI54305
39-1214216 501(C)3 36,209       HUMAN SERVICES
(181) THEDA CLARK MEDICAL CENTER FOUNDATION
130 SECOND STREET
NEENAH,WI54956
31-1550056 501(C)3 17,950       HEALTH CARE
(182) THEDACARE INC
PO BOX 8025
APPLETON,WI549128025
39-1509362 501(C)3 216,602       HEALTH CARE
(183) TRI-COUNTY COMMUNITY DENTAL CLINIC
9 TRI-PARK WAY
APPLETON,WI54914
47-0862462 501(C)3 47,116       HEALTH CARE
(184) TRINITY LUTHERAN CHURCH
209 SOUTH ALLEN STREET
APPLETON,WI54911
39-0860696 501(C)3 28,700       RELIGION
(185) UNITED NEGRO COLLEGE FUND INC
105 WEST ADAMS STREET 2400
CHICAGO,IL60603
13-1624241 501(C)3 37,500       EDUCATION
(186) UNITED WAY FOX CITIES
1455 MIDWAY ROAD
MENASHA,WI54952
39-0912895 501(C)3 256,148       PHILANTHROPY
(187) UNIVERSITY OF THE CUMBERLANDS INC
6191 COLLEGE STATION DRIVE
WILLIAMSBURG,KY40769
61-0470593 501(C)3 10,000       EDUCATION
(188) UNIVERSITY OF WISCONSIN - FOX VALLEY
1478 MIDWAY ROAD
MENASHA,WI54952
39-1805963 GOVERNMENT 14,759       EDUCATION
(189) UNIVERSITY OF WISCONSIN - FOX VALLEY FOUNDATION
1478 MIDWAY ROAD
MENASHA,WI54952
39-1277701 501(C)3 15,181       EDUCATION
(190) UNIVERSITY OF WISCONSIN MARATHON COUNTY FOUNDATION INC
518 SOUTH 7TH AVENUE
WAUSAU,WI54401
39-1138823 501(C)3 8,000       EDUCATION
(191) UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC
842 ALGOMA BLVD
OSHKOSH,WI54901
39-6076856 501(C)3 22,607       EDUCATION
(192) UW MADISON FOUNDATION
1848 UNIVERSITY AVENUE
MADISON,WI53726
39-0743975 501(C)3 33,548       EDUCATION
(193) VALLEY KIDS' FOUNDATION INC
128 NORTH DURKEE
APPLETON,WI549115427
39-1733909 501(C)3 10,000       PHILANTHROPY
(194) VALLEY VNA HEALTH SYSTEMS
1535 LYON DRIVE
NEENAH,WI54956
39-1624803 501(C)3 29,084       HEALTH CARE
(195) VERY SPECIAL ARTS OF WI
1709 ABERG AVENUE SUITE 1
MADISON,WI53704
39-1413561 501(C)3 7,500       ARTS, CULTURE AND HUMANITIES
(196) VILLAGE OF BONDUEL
PO BOX 67
BONDUEL,WI54107
39-6022252 GOVERNMENT 21,025       COMMUNITY DEVELOPMENT
(197) VILLAGE OF HORTONVILLE
118 N MILL STREET P O BOX 268
HORTONVILLE,WI549440268
39-6006289 501(C)3 10,000       COMMUNITY DEVELOPMENT
(198) WASHINGTON COMMUNITY FOUNDATION INC
PO BOX 68
WASHINGTON ISLAND,WI54246
39-1568796 501(C)3 10,000       PHILANTHROPY
(199) WAUPACA COUNTY
811 HARDING STREET
WAUPACA,WI54981
39-6005758 GOVERNMENT 14,500       COMMUNITY DEVELOPMENT
(200) WAUPACA COUNTY OPPORTUNITIES INC
107 SOUTH MAIN STREET
WAUPACA,WI54981
39-1951019 501(C)3 11,500       COMMUNITY DEVELOPMENT
(201) WAUPACA PREGNANCY INFORMATION CENTER
1310 ROYALTON STREET PO BOX 554
WAUPACA,WI54981
39-1096279 501(C)3 12,259       HUMAN SERVICES
(202) WESTMINSTER COLLEGE
501 WESTMINSTER AVENUE
FULTON,MO65251
43-0652617 501(C)3 20,000       EDUCATION
(203) WEYAUWEGA ARTS ORGANIZATION
P O BOX 50
WEYAUWEGA,WI54983
87-0798025 501(C)3 15,000       ARTS, CULTURE AND HUMANITIES
(204) WISCONSIN HISTORICAL FOUNDATION
816 STATE STREET
MADISON,WI53791
39-0921093 GOVERNMENT 7,050       ARTS, CULTURE AND HUMANITIES
(205) WISCONSIN PARKINSON ASSOCIATION
945 N 12TH ST SUITE 4602
MILWAUKEE,WI53233
39-1492810 501(C)3 30,346       ARTS, CULTURE AND HUMANITIES
(206) WISCONSIN PUBLIC RADIO ASSOCIATION INC
PO BOX 697
RACINE,WI53401
23-7363536 501(C)3 19,799       EDUCATION
(207) WISCONSIN UNITED METHODIST FOUNDATION INC
PO BOX 620
SUN PRAIRIE,WI53590
39-0806230 501(C)3 5,500       RELIGION
(208) WISDOMESTHER
PO BOX 784
NEENAH,WI54957
27-1147074 501(C)3 17,000       HUMAN SERVICES
(209) WITTENBERG-BIRNAMWOOD SCHOOL DISTRICT
400 W GRAND AVE
WITTENBERG,WI54499
39-6005291 GOVERNMENT 9,960       EDUCATION
(210) WSD-SCHOOL DISTRICT OF WAUPACA
515 SCHOOL STREET
WAUPACA,WI54981
39-1779223 GOVERNMENT 35,869       EDUCATION
(211) WSD-WAUPACA LEARNING CENTER ELEMENTARY SCHOOL
1515 SHOEMAKER ROAD
WAUPACA,WI54981
39-1718861 GOVERNMENT 6,398       EDUCATION
(212) YMCA OF MINNEAPOLIS DOWNTOWN
30 S 9TH STREET
MINNEAPOLIS,MN55402
45-2563299 501(C)3 11,500       HUMAN SERVICES
(213) YMCA OF THE FOX CITIES
218 EAST LAWRENCE STREET
APPLETON,WI54911
39-0806191 501(C)3 96,017       HUMAN SERVICES
(214) YOUTH GO
213 NICOLET BLVD
NEENAH,WI54956
39-1137233 501(C)3 32,175       YOUTH DEVELOPMENT
(215) ZION UNITED METHODIST CHURCH
N8893 CHURCH STREET
FOREST JUNCTION,WI54123
39-0884784 501(C)3 5,281       RELIGION
(216) APPLETON EDUCATION FOUNDATION INC
122 E COLLEGE AVE
APPLETON,WI54911
39-1866090 501(C)3 8,419       PHILANTHROPY, VOLUNTARISM
(217) WOMEN'S FUND FOR THE FOX VALLEY REGION INC
4455 W LAWRENCE ST
APPLETON,WI54914
20-3096562 501(C)3 22,500       PHILANTHROPY, VOLUNTARISM
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
217
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance
(1) POST SECONDARY SCHOLARSHIPS 339 742,611      












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
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.
Schedule I (Form 990) 2013


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION FOR THE FOX VALLEY
REGION INC
Employer identification number

39-1548450
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)CURT DETJENPRESIDENT/CEO (i)
(ii)
192,992
0
0
0
15,215
0
24,755
0
13,719
0
246,681
0
0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I - QUESTION 4B CURT DETJEN IS A PARTICIPANT IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE AMOUNT RECOGNIZED RATABLY OVER THE COURSE OF THE SERVICE PERIOD WAS $24,755 FOR 2013.
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.

Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION FOR THE FOX VALLEY
REGION INC
Employer identification number

39-1548450
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 81 8,058,374 AVE HIGH/LOW @ DATE GIFT
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
...
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2013)
Schedule M (Form 990) (2013)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, COLUMN (B): COL. B REPORTS THE NUMBER OF CONTRIBUTORS. IN TOTAL, THERE WERE 112 DONATIONS OF STOCK FROM 81 CONTRIBUTORS.
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.
Schedule M (Form 990) (2013)
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
COMMUNITY FOUNDATION FOR THE FOX VALLEY
REGION INC
Employer identification number

39-1548450
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 2 JOHN BYKOWSKI AND CATHIE TIERNEY HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS 12 TO 21 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 B, LINE 11 THE CHAIRPERSON OF THE AUDIT AND BUDGET COMMITTEE/TREASURER AND THE VICE PRESIDENT OF FINANCE 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 ORGAINIZATIONS. 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 COUNCIL ON FOUNDATIONS CONDUCTS AN ANNUAL SALARY SURVEY DEFINING SALARY RANGES FOR SPECIFIC STAFF POSITIONS. THE COMMUNITY FOUNDATION USES THIS DATA 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 VICE PRESIDENT OF FINANCE & ADMINISTRATION (WHO IS RESPONSIBLE FOR PAYROLL ADMINISTRATION) IS NOTIFIED OF THE NEW COMPENSATION FOR THE PRESIDENT/CEO DIRECTLY BY THE BOARD CHAIRPERSON EACH YEAR.
FORM 990, PART VI, SECTION C, LINE 19 REQUESTS FOR THE FOLLOWING DOCUMENTS CAN BE SENT TO: EXECUTIVE ASSISTANT 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: GRANT RETURNS 78,825.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION FOR THE FOX VALLEY
REGION INC
Employer identification number

39-1548450
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1) THE WILLIAM J AND BARBARA A SCHMIDT FAMILY FOUNDATION INC

4455 W LAWRENCE ST

APPLETON,WI54914
39-1869271
SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 CFFVR INC
 
 
No
(2) MIELKE FAMILY FOUNDATION INC

4455 W LAWRENCE ST

APPLETON,WI54914
39-6074258
SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 CFFVR INC
 
 
No
(3) DOUG AND CARLA SALMON FOUNDATION INC

4455 W LAWRENCE ST

APPLETON,WI54914
82-0566250
SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 CFFVR INC
 
 
No
(4) APPLETON EDUCATION FOUNDATION INC

122 E COLLEGE AVE SUITE 1-B

APPLETON,WI54911
39-1866090
SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 CFFVR INC
 
 
No
(5) COMMUNITY REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC

4455 W LAWRENCE ST

APPLETON,WI54914
20-0875816
SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 CFFVR INC
 
 
No
(6) MYRA M AND ROBERT L VANDEHEY FOUNDATION INC

4455 W LAWRENCE ST

APPLETON,WI54914
39-1649245
SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 CFFVR INC
 
 
No
(7) WOMEN'S FUND FOR THE FOX VALLEY REGION INC

4455 W LAWRENCE ST

APPLETON,WI54914
20-3096562
SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 CFFVR INC
 
 
No
(8) ROBERT AND PATRICIA ENDRIES FAMILY FOUNDATION LTD

4455 W LAWRENCE ST

APPLETON,WI54914
20-3896774
SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 11-1 CFFVR INC
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved





Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


Software ID:  
Software Version: