Form990
Click to see attachment
Department of the TreasuryInternal 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)
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MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 07-01-2017 , and ending 06-30-2018
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 $ 299,227,090
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 2019 (Part V, line 2a) ...... 5 32
6 Total number of volunteers (estimate if necessary) ............. 6 125
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 27,980
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 24,282
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 28,276,904 123,676,335
9 Program service revenue (Part VIII, line 2g) ......... 397,838 439,756
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 7,829,634 14,915,105
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) 36,504,376 139,031,196
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 20,547,450 18,410,586
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) 2,005,953 2,251,798
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet316,948    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,536,016 2,992,193
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 25,089,419 23,654,577
19 Revenue less expenses. Subtract line 18 from line 12....... 11,414,957 115,376,619
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 283,831,038 426,716,766
21 Total liabilities (Part X, line 26)............. 74,493,918 96,988,679
22 Net assets or fund balances. Subtract line 21 from line 20..... 209,337,120 329,728,087
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
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Signature of officer Date
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Type or print name and title
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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 (2019)
Form 990 (2019)
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 $ 20,206,974 including grants of $ 18,410,586 ) (Revenue $ 439,756 )
GRANTS WERE AWARDED FROM CHARITABLE FUNDS ESTABLISHED BY INDIVIDUALS, FAMILIES, BUSINESSES AND ORGANIZATIONS REFLECTING THEIR WISHES FOR GIVING BACK IN WAYS THAT COLLECTIVELY STRENGTHEN OUR COMMUNITY FOR CURRENT AND FUTURE GENERATIONS. THESE GRANTS MAKE A DIFFERENCE IN THE LIVES OF PEOPLE THROUGHOUT THE FOX VALLEY REGION IN THE AREAS OF ARTS & CULTURE, EDUCATION, COUMMUNITY 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 expensesMediumBullet20,206,974
Form 990 (2019)
Form 990 (2019)
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 IIIClick 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 V......
10
 
 
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 IV.....Click 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
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals 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), 501(c)(4), and 501(c)(29) 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 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) 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, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
 
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
 
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
25
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
 
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
32
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
Yes
 
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
Yes
 
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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
No
b
Did the sponsoring 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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
 
Form 990 (2019)
Form 990 (2019)
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-A 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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletTERRI TOWLE4455 W LAWRENCE ST   APPLETON,WI54914 (920) 830-1290
Form 990 (2019)
Form 990 (2019)
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.

See instructions for the order in which to list the persons above.
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
0.50
.................
 
X           0 0 0
(2) JIM EAGON......................................................................
DIRECTOR
0.50
.................
 
X           0 0 0
(3) JOHN HOGERTY II......................................................................
DIRECTOR
0.50
.................
 
X           0 0 0
(4) MIKE LOKENSGARD......................................................................
SECRETARY & VICE CHAIR
0.50
.................
 
X   X       0 0 0
(5) PAUL MUELLER......................................................................
DIRECTOR
0.50
.................
 
X           0 0 0
(6) KATHI SEIFERT......................................................................
DIRECTOR
0.50
.................
 
X           0 0 0
(7) JON STELLMACHER......................................................................
DIRECTOR & VICE CHAIR
0.50
.................
 
X   X       0 0 0
(8) MARKALAN SMITH......................................................................
DIRECTOR & VICE CHAIR
0.50
.................
 
X   X       0 0 0
(9) RAQUEL STRAYER......................................................................
DIRECTOR
0.50
.................
 
X           0 0 0
(10) CATHERINE TIERNEY......................................................................
DIRECTOR & CHAIR
0.50
.................
 
X   X       0 0 0
(11) ALAN ZIERLER......................................................................
PAST DIRECTOR
0.50
.................
 
X           0 0 0
(12) OMAR ATASSI MD......................................................................
DIRECTOR
0.50
.................
 
X           0 0 0
(13) KATHRYN SIEMAN......................................................................
TREASURER & VICE CHAIR
0.50
.................
 
X   X       0 0 0
(14) PETER MARIAHAZY......................................................................
DIRECTOR & VICE CHAIR
0.50
.................
 
X   X       0 0 0
(15) STEPHANIE VRABEC......................................................................
DIRECTOR
0.50
.................
 
X           0 0 0
(16) AMANDA BETTS......................................................................
PAST DIRECTOR
0.50
.................
 
X           0 0 0
(17) SHERI EDISON......................................................................
DIRECTOR
0.50
.................
 
X           0 0 0
Form 990 (2019)
Form 990 (2019)
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) SUSAN MAY........................................................................
DIRECTOR
0.50
.......................  
X           0 0 0
(19) PIERCE SMITH........................................................................
DIRECTOR
0.50
.......................  
X           0 0 0
(20) BETH FLAHERTY........................................................................
DIRECTOR
0.50
.......................  
X           0 0 0
(21) JIM JOHNSON........................................................................
DIRECTOR
0.50
.......................  
X           0 0 0
(22) GREG PAWLAK........................................................................
DIRECTOR
0.50
.......................  
X           0 0 0
(23) ROBERT ENDRIES........................................................................
DIRECTOR
0.50
.......................  
X           0 0 0
(24) CURT DETJEN........................................................................
PRESIDENT/CEO
40.00
.......................  
    X       260,349 0 56,977
(25) TERRI TOWLE........................................................................
VP FINANCE/ADMIN
40.00
.......................  
    X       136,060 0 20,015
(26) MARTHA HEMWALL........................................................................
PAST VP COMMUNITY ENGAGEMENT
40.00
.......................  
    X       117,574 0 3,451
(27) TAMMY WILLIAMS........................................................................
VP COMMUNITY ENGAGEMENT
40.00
.......................  
    X       105,300 0 11,743
(28) BOB ELLIS........................................................................
VP DEVELOPMENT & DONOR ENGAGEMENT
40.00
.......................  
    X       50,294 0 5,795
(29) ANN ENGELHARD........................................................................
DONOR SERVICES & GIFT PLANNING
40.00
.......................  
    X       98,897 0 2,963


1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 768,474 0 100,944
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet4
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
MARATHON- NORTHERN TRUST

801 S CANAL ST
CHICAGO,IL60607
INVESTMENT MANAGEMENT 171,327
SANDERSON ASSET MANAGEMENT

HEATHCOAT HOUSE 20 SAVILLE ROW
LONDON,LONDON  
UK
INVESTMENT MANAGEMENT 140,208
COLONIAL CONSULTING

750 THIRD AVE 20TH FLOOR
NEW YORK,NY10017
INVESTMENT CONSULTANT 133,809
WESTWOOD GLOBAL INVESTMENTS

ONE FINANCIAL CENTER SUITE 1620
BOSTON,MA02111
INVESTMENT MANAGEMENT 130,089
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet4
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 194,807
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 123,481,528
g Noncash contributions included in lines 1a - 1f:$ 1g 5,089,858
h Total. Add lines 1a-1f.......MediumBullet 123,676,335
 Program Service RevenueAmt Business Code
2a ADMINISTRATIVE FEE INCOME FROM AG 561000 237,293 237,293    
b ADMINISTRATIVE FEE INCOME FROM SU 561000 202,463 202,463    
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 439,756
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 5,622,115   27,980 5,594,135
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   169,488,884 7a
b Less: cost or other basis and sales expenses   160,195,894 7b
c Gain or (loss)   9,292,990 7c
d Net gain or (loss).........MediumBullet 9,292,990     9,292,990
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See instructions.....MediumBullet 139,031,196 439,756 27,980 14,887,125
Form 990 (2019)
Form 990 (2019)
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 domestic organizations and domestic governments. See Part IV, line 21 .... 17,556,542 17,556,542
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 854,044 854,044
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 818,314 307,026 428,060 83,228
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........ 1,048,980 645,330 301,738 101,912
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 25,783 13,792 8,958 3,033
9 Other employee benefits ....... 232,867 124,572 80,906 27,389
10 Payroll taxes ........... 125,854 60,228 51,616 14,010
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ........... 53,322   53,322  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 2,010,573   2,010,573  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 295,242 261,706 33,536  
12 Advertising and promotion .... 65,470 20,508   44,962
13 Office expenses ....... 71,544 41,844 23,536 6,164
14 Information technology ...... 238,792 127,015 88,578 23,199
15 Royalties ..        
16 Occupancy ........... 40,967 19,255 17,206 4,506
17 Travel ............ 35,041 31,061 3,154 826
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 24,375 11,456 10,238 2,681
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 6,253 2,939 2,626 688
23 Insurance ... 23,662 11,121 9,938 2,603
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 126,952 118,535 6,670 1,747
b
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 23,654,577 20,206,974 3,130,655 316,948
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 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 3,424,571 2 2,002,050
3 Pledges and grants receivable, net ...... 9,072,427 3 7,666,199
4 Accounts receivable, net .............   4  
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 117,921 9 97,923
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 537,736
b Less: accumulated depreciation 10b 491,879 52,110 10c 45,857
11 Investments—publicly traded securities . 13,046,408 11 24,939,708
12 Investments—other securities. See Part IV, line 11 ..... 257,345,902 12 391,155,028
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 771,699 15 810,001
16 Total assets. Add lines 1 through 15 (must equal line 33)... 283,831,038 16 426,716,766
Liabilities 17 Accounts payable and accrued expenses ..... 532,802 17 754,063
18 Grants payable ... 257,092 18 2,725,000
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  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 73,704,024 25 93,509,616
26 Total liabilities. Add lines 17 through 25.. 74,493,918 26 96,988,679
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions ..........   27  
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 209,337,120 32 329,728,087
33 Total liabilities and net assets/fund balances ........ 283,831,038 33 426,716,766
Form 990 (2019)
Form 990 (2019)
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
139,031,196
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
23,654,577
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
115,376,619
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
209,337,120
5
Net unrealized gains (losses) on investments ...............
5
4,798,438
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
215,910
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
329,728,087
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 (2019)
Form 990 (2019)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
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 failed 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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 22,486,359 21,564,678 19,908,014 28,276,904 123,676,335 215,912,290
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 22,486,359 21,564,678 19,908,014 28,276,904 123,676,335 215,912,290
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).. 104,255,570
6 Public support. Subtract line 5 from line 4. 111,656,720
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4.. 22,486,359 21,564,678 19,908,014 28,276,904 123,676,335 215,912,290
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 2,986,385 3,485,915 3,245,476 3,646,319 5,594,135 18,958,230
9 Net income from unrelated business activities, whether or not the business is regularly carried on..         27,980 27,980
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10 234,898,500
12
12
1,890,067
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
47.530 %
15
15
69.550 %
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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 VI.) ..            
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2019 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2019
(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2020. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2019


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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
COMMUNITY FOUNDATION FOR THE FOX VALLEY
REGION INC
Employer identification number
39-1548450
Part I
Contributors
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
 
 
 
 

$  


(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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
COMMUNITY FOUNDATION FOR THE FOX VALLEY
REGION INC
Employer identification number

39-1548450
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2019)

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," on 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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 446 663
2 Aggregate value of contributions to (during year) 113,355,217 11,755,150
3 Aggregate value of grants from (during year) 10,232,196 9,246,394
4 Aggregate value at end of year ........ 183,775,576 120,741,646
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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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 FASB 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)
Revenue included on 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 FASB ASC 958 relating to these items:
a
Revenue included on 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) 2019

Schedule D (Form 990) 2019
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" on 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, for escrow or custodial account liability? ...
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" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (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
Term endowment SchDMd Bullet  
The percentages on 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" on 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" on 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 ....   537,736 491,879 45,857
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 45,857
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on 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
42,032,574 F

(B) EQUITIES
232,903,923 F

(C) FIXED INCOME
72,290,691 F

(D) HEDGE FUNDS
27,374,246 F

(E) REAL ASSETS
9,780,086 F

(F) PRIVATE EQUITY
1,709,909 F

(G) REAL ESTATE
5,063,599 F
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 391,155,028
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on 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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 93,509,616
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) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on 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 (losses) 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' on 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) 2019


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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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" on 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 the region (d) Activities conducted in region (by type) (such as, 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 the region
(f) Total expenditures
for and investments
in the region
CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS   42,244,267
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 42,244,267
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 42,244,267
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on 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 noncash
assistance
(h) Description
of noncash
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) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on 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
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
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 separately 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; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
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 $41,782,510 OF BOOK VALUE OF INVESTMENTS AND $461,757 OF INVESTMENT MANAGER FEES, WHICH ARE INCLUDED AS PART OF THE CURRENT YEAR INVESTMENT RETURNS ON THE CENTRAL AMERICAN 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) 2019
Additional Data


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Software Version:  




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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 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
noncash assistance
(h) Purpose of grant
or assistance
(1) GRASSY ISLAND RANGE LIGHTS INC
PO BOX 485
GREEN BAY,WI54305
45-5412858 501(C)3 2,620,000       HISTORICAL SOCIETIES & HISTORIC PRESERVATION
(2) HARBOR HOUSE DOMESTIC ABUSE PROGRAMS
720 WEST 5TH STREET
APPLETON,WI549145368
39-1870927 501(C)3 539,619       FAMILY VIOLENCE SHELTERS
(3) LEAVEN INC
1475 OPPORTUNITY WAY
MENASHA,WI54952
39-1572168 501(C)3 532,208       HUMAN SERVICE ORGANIZATIONS
(4) BOYS & GIRLS CLUBS OF THE FOX VALLEY
160 SOUTH BADGER AVENUE
APPLETON,WI54914
39-1225709 501(C)3 531,253       CHILDREN & YOUTH SERVICES
(5) WOMEN'S FUND OF GREATER GREEN BAY
320 N BROADWAY SUITE 260
GREEN BAY,WI54303
39-1699966 501(C)3 505,030       FUND RAISING & FUND DISTRIBUTION
(6) HECKRODT WETLAND RESERVE
1305 PLANK ROAD
MENASHA,WI54952
39-1838222 501(C)3 376,957       WATER RESOURCES, WETLANDS CONSERVATION
(7) GREATER FOX CITIES AREA HABITAT FOR HUMANITY
921 MIDWAY ROAD
MENASHA,WI54952
39-1742974 501(C)3 339,244       HOUSING DEVELOPMENT
(8) ST FRANCIS XAVIER CATHOLIC SCHOOL SYSTEM
101 EAST NORTHLAND AVENUE
APPLETON,WI54911
75-2975177 501(C)3 336,887       BANDS & ENSEMBLES
(9) FEEDING AMERICA EASTERN WISCONSIN - FOX VALLEY
2911 WEST EVERGREEN DRIVE
APPLETON,WI54913
39-1384593 501(C)3 331,500       FOOD PROGRAMS
(10) WADE'S WORLD FOUNDATION
33 W ONTARIO STREET SUITE 56AB
CHICAGO,IL60654
20-8765440 501(C)3 325,000       PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATIONS NEC
(11) YMCA OF THE FOX CITIES
218 EAST LAWRENCE STREET
APPLETON,WI54911
39-0806191 501(C)3 275,806       YOUNG MENS OR WOMENS ASSOCIATIONS
(12) HOUSING PARTNERSHIP OF THE FOX CITIES
605 E HANCOCK ST
APPLETON,WI54911
39-1582471 501(C)3 265,153       HOUSING DEVELOPMENT
(13) ST JOSEPH PARISH-APPLETON
404 WEST LAWRENCE STREET
APPLETON,WI54911
39-0847630 501(C)3 259,605       ROMAN CATHOLIC
(14) COMMUNITY EARLY LEARNING CENTER OF THE FOX VALLEY
313 SOUTH STATE STREET
APPLETON,WI54911
47-1117143 501(C)3 234,175       FAMILY SERVICES
(15) RIVERVIEW GARDENS INC
1101 SOUTH ONEIDA STREET
APPLETON,WI549151379
46-3208900 501(C)3 208,190       LAND RESOURCES CONSERVATION
(16) KENYA WORKS INC
PO BOX 1572
APPLETON,WI54912
05-0623727 501(C)3 203,375       INTERNATIONAL ECONOMIC DEVELOPMENT
(17) CHPS-CHILTON PUBLIC SCHOOL DISTRICT
530 WEST MAIN STREET
CHILTON,WI53014
39-6001369 GOVERNMENT 200,691       SPECIAL EDUCATION
(18) CATALPA HEALTH INC
444 NORTH WESTHILL BLVD
APPLETON,WI54914
45-4681563 501(C)3 195,003       PEDIATRICS
(19) THEDACARE INC
PO BOX 8025
APPLETON,WI549128025
39-1509362 501(C)3 191,019       COMMUNITY HEALTH SYSTEMS
(20) OSHKOSH AREA COMMUNITY FOUNDATION
230 OHIO STREET 100
OSHKOSH,WI54902
39-2034571 501(C)3 186,597       COMMUNITY FOUNDATIONS
(21) HOMELESS CONNECTIONS
400 NORTH DIVISION STREET
APPLETON,WI54911
39-1447152 501(C)3 172,179       HOMELESS SHELTERS
(22) UNITED WAY FOX CITIES
1455 MIDWAY ROAD
MENASHA,WI54952
39-0912895 501(C)3 156,960       HUMAN SERVICE ORGANIZATIONS
(23) FOX CITIES PERFORMING ARTS CENTER
400 WEST COLLEGE AVENUE
APPLETON,WI54911
39-1977839 501(C)3 152,569       PERFORMING ARTS CENTERS
(24) NORTHERN ILLINOIS FOOD BANK
273 DEARBORN COURT
GENEVA,IL60134
36-3203648 501(C)3 138,138       FOOD PROGRAMS
(25) OUTAGAMIE COUNTY HISTORICAL SOCIETY
330 EAST COLLEGE AVENUE
APPLETON,WI54911
39-1298304 501(C)3 130,195       HISTORY MUSEUMS
(26) MICHAEL PHELPS FOUNDATION
7 OCEAN ST 2ND FLOOR
SOUTH PORTLAND,ME04106
61-1571538 501(C)3 125,000       FUND RAISING & FUND DISTRIBUTION
(27) LAWRENCE UNIVERSITY
711 EAST BOLDT WAY SPC 1847
APPLETON,WI549115595
39-0806297 501(C)3 124,307       UNDERGRADUATE COLLEGES
(28) PARTNERSHIP COMMUNITY HEALTH CENTER INC
5471 WATERFORD LANE
APPLETON,WI54913
20-2090446 501(C)3 121,600       COMMUNITY CLINICS
(29) MEMORIAL PRESBYTERIAN CHURCH OF APPLETON
803 EAST COLLEGE AVENUE
APPLETON,WI549115697
39-6026053 501(C)3 120,500       RELIGION-RELATED
(30) FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION
111 WEST COLLEGE AVENUE 550
APPLETON,WI549115706
39-1089489 501(C)3 117,553       SYMPHONY ORCHESTRAS
(31) THE SAMARITAN COUNSELING CENTER OF THE FOX VALLEY INC
1478 KENWOOD DRIVE 1
MENASHA,WI54952
39-1214216 501(C)3 115,808       FAMILY COUNSELING
(32) JUNIOR ACHIEVEMENT OF WISCONSIN - WINNEBAGO REGION DISTRICT
300 NORTH APPLETON STREET 3
APPLETON,WI54911
39-0826295 501(C)3 115,120       YOUTH DEVELOPMENT - BUSINESS
(33) FRIENDS OF HAITI
PO BOX 1174
GREEN BAY,WI54305
26-0076873 501(C)3 115,000       ADULT & CHILD MATCHING PROGRAMS
(34) FAMILY SERVICES OF NORTHEAST WISCONSIN
1810 APPLETON ROAD
MENASHA,WI54952
39-0827320 501(C)3 114,070       FAMILY SERVICES
(35) UNITED NEGRO COLLEGE FUND INC
105 W ADAMS
CHICAGO,IL60603
13-1624241 501(C)3 110,610       EDUCATION N.E.C.
(36) CHRIST CHILD ACADEMY
2722 HENRY STREET
SHEBOYGAN,WI53081
39-1557915 501(C)3 106,156       LIBRARIES
(37) FOX VALLEY TECHNICAL COLLEGE FOUNDATION
PO BOX 2277
APPLETON,WI549122277
39-1264389 501(C)3 105,214       SINGLE ORGANIZATION SUPPORT
(38) FAITH LUTHERAN CHURCH
601 EAST GLENDALE AVENUE
APPLETON,WI54911
39-1027724 501(C)3 104,600       PROTESTANT
(39) CATHOLIC FOUNDATION FOR THE DIOCESE OF GREEN BAY
PO BOX 22128
GREEN BAY,WI543052128
39-1924921 501(C)3 104,210       ROMAN CATHOLIC
(40) MARQUETTE UNIVERSITY
PO BOX 1881
MILWAUKEE,WI532011881
39-0806251 501(C)3 103,500       SCHOLARSHIPS & STUDENT FINANCIAL AID
(41) SCHOOL DISTRICT OF HILBERT
1139 MILWAUKEE STREET
HILBERT,WI54129
39-6002586 GOVERNMENT 100,000       EDUCATION
(42) MOSAIC FAMILY HEALTH
229 SOUTH MORRISON STREET
APPLETON,WI54911
47-3298660 501(C)3 99,363       COMMUNITY CLINICS
(43) ST ELIZABETH ANN SETON CATHOLIC SCHOOL
814 SUPERIOR AVENUE
SHEBOYGAN,WI53801
45-5179843 501(C)3 98,648       SCHOLARSHIPS & STUDENT FINANCIAL AID
(44) GORDON BUBOLZ NATURE PRESERVE
4815 NORTH LYNNDALE DRIVE
APPLETON,WI54913
23-7120877 501(C)3 98,400       ENVIRONMENTAL EDUCATION
(45) BSD-BRILLION PUBLIC SCHOOLS
315 SOUTH MAIN STREET
BRILLION,WI54110
39-6001095 GOVERNMENT 85,752       EDUCATION
(46) GREATER CHICAGO FOOD DEPOSITORY
4100 WEST ANN LURIE PLACE
CHICAGO,IL60632
36-2971864 501(C)3 82,883       FOOD BANKS & PANTRIES
(47) THE BUILDING FOR KIDS
100 WEST COLLEGE AVENUE
APPLETON,WI54911
39-1706260 501(C)3 80,962       CHILDREN'S MUSEUMS
(48) YOUTH GO
213 NICOLET BLVD
NEENAH,WI54956
39-1137233 501(C)3 79,500       CHILDREN & YOUTH SERVICES
(49) ST ELIZABETH HOSPITAL FOUNDATION
1506 SOUTH ONEIDA STREET
APPLETON,WI54915
39-1256677 501(C)3 77,533       CANCER
(50) RAWHIDE INC
E7475 RAWHIDE ROAD
NEW LONDON,WI549619987
39-1052471 501(C)3 77,245       YOUTH DEVELOPMENT PROGRAMS
(51) CHRISTINE ANN DOMESTIC ABUSE SERVICES
PO BOX 99
NEENAH,WI54956
39-1441770 501(C)3 76,502       FAMILY VIOLENCE SHELTERS
(52) THOMPSON CENTER ON LOURDES
2331 E LOURDES DRIVE
APPLETON,WI54915
81-3840811 501(C)3 74,649       SENIOR CENTERS
(53) GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN
1800 APPLETON ROAD
MENASHA,WI549521195
39-1144913 501(C)3 73,290       HOUSING SUPPORT
(54) ST JOSEPH FOOD PROGRAM
1465-A OPPORTUNITY WAY
MENASHA,WI54952
39-1822486 501(C)3 67,370       FOOD PROGRAMS
(55) THE TROUT MUSEUM OF ART INC
111 WEST COLLEGE AVENUE
APPLETON,WI54911
81-1273001 501(C)3 66,162       ART MUSEUMS
(56) ST MARY CATHOLIC SCHOOLS
1050 ZEPHYR DRIVE
NEENAH,WI54956
39-1656963 501(C)3 64,439       FUND RAISING & FUND DISTRIBUTION
(57) KNIGHTS OF COLUMBUS COUNCIL 607 CHARITABLE FOUNDATION INC
PO BOX 1492
APPLETON,WI54912
81-4452096 501(C)3 63,192       PRIVATE GRANTMAKING FOUNDATIONS
(58) AMERICAN RED CROSS IN NORTHEAST WI
515 SOUTH WASHBURN STREET 201
OSHKOSH,WI54904
53-0196605 501(C)3 61,201       AMERICAN RED CROSS
(59) BIG BROTHERS BIG SISTERS OF THE FOX VALLEY REGION
3301C NORTH BALLARD ROAD
APPLETON,WI54911
39-6103907 501(C)3 60,616       BIG BROTHERS & BIG SISTERS
(60) THEDACARE FAMILY OF FOUNDATIONS INC
1818 NORTH MEADE STREET
APPLETON,WI54911
46-4112255 501(C)3 54,954       PUBLIC FOUNDATIONS
(61) OUTAGAMIE COUNTY
3300 WEST BREWSTER STREET
APPLETON,WI549141699
39-6005724 GOVERNMENT 54,783       COMMUNITY HEALTH SYSTEMS
(62) FRIENDS OF HIGH CLIFF STATE PARK
N7630 STATE PARK ROAD
SHERWOOD,WI54169
39-1911880 501(C)3 52,500       NATURAL RESOURCES CONSERVATION & PROTECTION
(63) FISHER HOUSE FOUNDATION INC
111 ROCKVILLE PIKE 420
ROCKVILLE,MD20850
11-3158401 501(C)3 51,704       HEALTH SUPPORT
(64) WOMEN'S FUND FOR THE FOX VALLEY REGION INC
4455 W LAWRENCE ST
APPLETON,WI54914
20-3096562 501(C)3 51,115       PHILANTHROPY
(65) FOX CITIES BUILDING FOR THE ARTS
111 WEST COLLEGE AVENUE
APPLETON,WI54911
39-6056442 501(C)3 50,650       ARTS EDUCATION
(66) KAUKAUNA YOUTH BASEBALL
PO BOX 452
KAUKAUNA,WI54130
39-1548235 501(C)3 50,500       BASEBALL & SOFTBALL
(67) FRIENDS OF GRIGNON MANSION
1313 AUGUSTINE STREET
KAUKAUNA,WI54130
46-4305132 501(C)3 50,000       HISTORICAL ORGANIZATIONS
(68) UC SAN DIEGO FOUNDATION
9500 GILMAN DRIVE 0937
LA JOLLA,CA920930937
95-2872494 501(C)3 50,000       FUND RAISING & FUND DISTRIBUTION
(69) ST THOMAS MORE PARISH
1810 NORTH MCDONALD STREET
APPLETON,WI54911
39-1027422 501(C)3 48,926       ROMAN CATHOLIC
(70) COTS
PO BOX 1645
APPLETON,WI549121645
39-1913179 501(C)3 48,487       TEMPORARY HOUSING
(71) MOUNT TABOR CENTER
522 SECOND STREET
MENASHA,WI54952
39-1536251 501(C)3 48,156       ROMAN CATHOLIC
(72) COMMUNITY CHURCH
3701 NORTH GILLETT STREET
APPLETON,WI54914
39-1712990 501(C)3 46,110       RELIGION-RELATED
(73) UW FOUNDATION INC
1848 UNIVERSITY AVENUE
MADISON,WI53726
39-0743975 501(C)3 45,650       SINGLE ORGANIZATION SUPPORT
(74) CIRCLE URBAN MINISTRIES
118 NORTH CENTRAL AVENUE
CHICAGO,IL60644
36-3136997 501(C)3 44,204       FOOD BANKS & PANTRIES
(75) CASA LAKE COUNTY INC
700 FOREST EDGE DRIVE
VERNON HILLS,IL60061
36-3916143 501(C)3 44,204       CHILD ABUSE PREVENTION
(76) AMERICAN FAMILY ASSOCIATION INC
PO BOX 2440
TUPELO,MS38803
64-0607275 501(C)3 44,204       RELIGIOUS RADIO
(77) FIRST CONGREGATIONAL UNITED CHURCH OF CHRIST
724 EAST SOUTH RIVER STREET
APPLETON,WI54915
39-0816821 501(C)3 43,890       RELIGION-RELATED
(78) WISCONSIN PUBLIC RADIO ASSOCIATION INC
2420 NICOLET DRIVE
GREEN BAY,WI54311
23-7363536 501(C)3 43,646       RADIO
(79) GLOBALGIVING
1023 15TH STREET NW 12TH FLOOR
WASHINGTON,DC20005
30-0108263 501(C)3 43,628       DISASTER PREPAREDNESS & RELIEF SERVICES
(80) FOX VALLEY HUMANE ASSOCIATION
N115 TWO MILE ROAD
APPLETON,WI54914
39-0992559 501(C)3 43,346       ANIMAL PROTECTION & WELFARE
(81) SALVATION ARMY-APPLETON
PO BOX 1605
APPLETON,WI54912
13-5582351 501(C)3 42,797       SALVATION ARMY
(82) VOLUNTEER CENTER OF EAST CENTRAL WISCONSIN INC
2616 S ONEIDA ST STE 2
APPLETON,WI54915
39-1765162 501(C)3 40,219       VOLUNTARISM PROMOTION
(83) FUTURE NEENAH INC
135 WEST WISCONSIN AVENUE
NEENAH,WI549563011
93-0843731 501(C)3 40,183       BANDS & ENSEMBLES
(84) FRIENDS OF LEDGE VIEW NATURE CENTER
PO BOX 54
CHILTON,WI53014
39-1458805 501(C)3 39,804       ENVIRONMENTAL EDUCATION
(85) FOX VALLEY WARMING SHELTER INC
PO BOX 1261
APPLETON,WI549121261
26-1887706 501(C)3 39,723       HOMELESS CENTERS
(86) CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION
333 N COMMERCIAL STREET SUITE 400
NEENAH,WI54956
39-1500075 501(C)3 38,631       CHILDREN & YOUTH SERVICES
(87) ST BERNARD PARISH
1617 WEST PINE STREET
APPLETON,WI54914
39-1082074 501(C)3 38,600       ROMAN CATHOLIC
(88) AMERICAN CANCER SOCIETY
2100 RIVERSIDE DRIVE SUITE 201
GREEN BAY,WI54301
13-1788491 501(C)3 38,270       CANCER
(89) NORTHEAST WISCONSIN LAND TRUST
14 TRI-PARK WAY BUILDING 1 1
APPLETON,WI54914
39-1867891 501(C)3 38,038       LAND RESOURCES CONSERVATION
(90) FOX VALLEY MOTHER & UNBORN BABY CARE INC
526 WEST WISCONSIN AVENUE
APPLETON,WI54911
39-1446370 501(C)3 37,208       SUPPORT N.E.C.
(91) COMMUNITY CLOTHES CLOSET
1465-B OPPORTUNITY WAY
MENASHA,WI54952
39-1394270 501(C)3 35,445       EMERGENCY ASSISTANCE
(92) WESTMINSTER COLLEGE
501 WESTMINSTER AVENUE
FULTON,MO65251
43-0652617 501(C)3 35,000       UNDERGRADUATE COLLEGES
(93) CHAPS ACADEMY
N5367 MAYFLOWER ROAD
SHIOCTON,WI541708934
45-0530019 501(C)3 33,800       CENTERS TO SUPPORT INDEPENDENCE
(94) FOOD FOR THE POOR INC
6401 LYONS ROAD
COCONUT CREEK,FL33073
59-2174510 501(C)3 31,500       PHILANTHROPY, CHARITY & VOLUNTARISM PROMOTION
(95) APPLETON EDUCATION FOUNDATION
122 E COLLEGE AVE STE 1B
APPLETON,WI549115741
39-1866090 501(C)3 30,858       EDUCATION
(96) SALVATION ARMY-APPLETON
PO BOX 1605
APPLETON,WI54912
36-2167910 501(C)3 30,353       SALVATION ARMY
(97) NORTHEASTERN WI SPORTS ADVANCEMENT
PO BOX 623
APPLETON,WI549120623
39-1708676 501(C)3 30,144       AMATEUR SPORTS
(98) MARQUETTE UNIVERSITY HIGH SCHOOL
3401 WEST WISCONSIN AVENUE
MILWAUKEE,WI53208
39-0806826 501(C)3 30,000       UNIVERSITIES
(99) DIVINE SAVIOR HOLY ANGELS ACADEMY
4257 NORTH 100TH STREET
MILWAUKEE,WI53222
39-0929898 501(C)3 30,000       SCHOLARSHIPS & STUDENT FINANCIAL AID
(100) APPLETON ICE INC
1717 WITZKE BLVD
APPLETON,WI54911
39-1872282 501(C)3 30,000       COMMUNITY RECREATIONAL CENTERS
(101) AMERICAN HEART ASSOCIATION
1555 NORTH RIVERCENTER DRIVE 211
MILWAUKEE,WI53212
13-5613797 501(C)3 29,378       HEART AND CIRCULATORY SYSTEM
(102) MISSION OF HOPE HOUSE OF WISCONSIN
520 N SHAWANO STREET
NEW LONDON,WI54961
46-5464904 501(C)3 29,000       HUMAN SERVICE ORGANIZATIONS
(103) TRI-COUNTY COMMUNITY DENTAL CLINIC
9 TRI-PARK WAY
APPLETON,WI54914
47-0862462 501(C)3 28,945       AMBULATORY & PRIMARY HEALTH CARE
(104) ST JOHN SACRED HEART PARISH
N369 MILITARY ROAD
SHERWOOD,WI54169
39-0865494 501(C)3 28,500       ROMAN CATHOLIC
(105) BOYS & GIRLS BRIGADE ASSOCIATION INC
109 WEST COLUMBIAN AVENUE
NEENAH,WI54956
39-0813396 501(C)3 27,127       YOUTH CENTERS & CLUBS
(106) HOLY FAMILY PARISH
1100 WEST RYAN STREET
BRILLION,WI54110
39-0806809 501(C)3 27,000       ELEMENTARY & SECONDARY SCHOOLS
(107) THE FAMILY
1909 WEST SECOND STREET
APPLETON,WI54914
39-1280969 501(C)3 26,200       RELIGIOUS MEDIA & COMMUNICATIONS
(108) ST BERNADETTE PARISH
2331 EAST LOURDES DRIVE
APPLETON,WI54915
39-0980320 501(C)3 26,150       RELIGION-RELATED
(109) ST PATRICK CATHOLIC CHURCH
324 NICOLET BLVD
MENASHA,WI54952
39-0967024 501(C)3 25,975       ROMAN CATHOLIC
(110) SNOWDROP FOUNDATION-WISCONSIN CHAPTER
4910 NORTH FUJI DRIVE
APPLETON,WI54913
20-4478536 501(C)3 25,700       CANCER RESEARCH
(111) KSD-KIMBERLY AREA SCHOOL DISTRICT
PO BOX 159
COMBINED LOCKS,WI541130159
39-6002809 GOVERNMENT 25,694       EDUCATION
(112) WSD-SCHOOL DISTRICT OF WAUPACA
E2325 KING ROAD
WAUPACA,WI54981
39-1779223 GOVERNMENT 25,686       SECONDARY & HIGH SCHOOLS
(113) OLD GLORY HONOR FLIGHT INC
4650 WEST SPENCER STREET
APPLETON,WI54914
27-0642712 501(C)3 25,393       MILITARY & VETERANS ORGANIZATIONS
(114) CAP SERVICES
821 E 1ST AVENUE SUITE 3
APPLETON,WI54911
39-1080897 501(C)3 25,290       NURSING FACILITIES
(115) EVANS SCHOLARS FOUNDATION
1 BRIAR ROAD
GOLF,IL60029
36-2518129 501(C)3 25,165       SCHOLARSHIPS & STUDENT FINANCIAL AID
(116) GOOD SHEPHERD PARISH
54 EAST MAIN STREET
CHILTON,WI53014
39-0860456 501(C)3 25,000       RELIGION-RELATED
(117) ST VINCENT DEPAUL - GREEN BAY
1529 LEO FRIGO WAY
GREEN BAY,WI54302
39-1035429 501(C)3 25,000       HUMAN SERVICE ORGANIZATIONS
(118) GOOD SHEPHERD LUTHERAN CHURCH
2220 EAST COLLEGE AVENUE
APPLETON,WI549153199
39-1083311 501(C)3 25,000       PROTESTANT
(119) NEW HOPE CENTER
PO BOX 189
CHILTON,WI530140189
39-1052724 501(C)3 24,885       DEVELOPMENTALLY DISABLED CENTERS
(120) ZION UNITED METHODIST CHURCH
PO BOX 66
FOREST JUNCTION,WI54123
39-0884784 501(C)3 23,500       CHRISTIANITY
(121) SEXUAL ASSAULT CRISIS CENTER - FOX CITIES INC
17 PARK PLACE 400
APPLETON,WI54914
39-1309331 501(C)3 23,475       SEXUAL ASSAULT SERVICES
(122) NAMI FOX VALLEY INC
211 EAST FRANKLIN STREET STE B
APPLETON,WI54911
39-1545497 501(C)3 23,350       MENTAL HEALTH ASSOCIATIONS
(123) CATHOLIC RELIEF SERVICES
PO BOX 17145
BALTIMORE,MD212971145
13-5563422 501(C)3 23,300       DISASTER PREPAREDNESS & RELIEF SERVICES
(124) BOYS & GIRLS CLUB OF OSHKOSH
501 E PARKWAY AVENUE
OSHKOSH,WI54902
39-6120658 501(C)3 22,300       BOYS & GIRLS CLUBS
(125) LCASD-LITTLE CHUTE AREA SCHOOL DISTRICT
325 MEULEMANS STREET A
LITTLE CHUTE,WI541403300
39-6003096 GOVERNMENT 22,024       PRIMARY & ELEMENTARY SCHOOLS
(126) HOLY CROSS PARISH
309 DESNOYER STREET
KAUKAUNA,WI54130
39-0807048 501(C)3 21,737       RELIGION-RELATED
(127) SAFE HAVEN DOMESTIC ABUSE SUPPORT CENTER
PO BOX 665
SHAWANO,WI54166
39-1749998 501(C)3 20,750       SPOUSE ABUSE PREVENTION
(128) UNIVERSITY OF WISCONSIN-FOX VALLEY
1478 MIDWAY ROAD
MENASHA,WI54952
39-1805963 GOVERNMENT 20,282       UNIVERSITIES
(129) VALLEY VNA HEALTH SYSTEMS
1535 LYON DRIVE
NEENAH,WI54956
39-1624803 501(C)3 20,196       HOME HEALTH CARE
(130) AASD-APPLETON AREA SCHOOL DISTRICT
324 EAST FLORIDA AVENUE
APPLETON,WI54911
39-6000710 GOVERNMENT 20,047       BANDS & ENSEMBLES
(131) KESHENA ANIMAL HELP AND RESCUE INC
N1420 WOOD DUCK WAY
KESHENA,WI54135
13-4316416 501(C)3 20,000       ANIMAL PROTECTION & WELFARE
(132) WASHINGTON COMMUNITY FOUNDATION INC
PO BOX 68
WASHINGTON ISLAND,WI54246
39-1568796 501(C)3 20,000       CENTERS TO SUPPORT INDEPENDENCE
(133) BERGSTROM-MAHLER MUSEUM
165 NORTH PARK AVENUE
NEENAH,WI54956
39-0958257 501(C)3 19,739       ART MUSEUMS
(134) STEP INDUSTRIES INC
1010 STROHMEYER DRIVE
NEENAH,WI54956
39-1417716 501(C)3 19,500       SUBSTANCE ABUSE
(135) CASA OF THE FOX CITIES
1500 NORTH CASALOMA DRIVE SUITE 401
401
APPLETON,WI54913
46-0740362 501(C)3 19,065       CRIME & LEGAL-RELATED N.E.C.
(136) ST PAUL ELDER SERVICES INC
316 EAST 14TH ST
KAUKAUNA,WI54130
39-1029149 501(C)3 19,003       RESIDENTIAL CARE & ADULT DAY PROGRAMS
(137) RELEVANT RADIO
PO BOX 10707
GREEN BAY,WI543070707
39-2003067 501(C)3 18,542       RELIGIOUS RADIO
(138) FIRST UNITED METHODIST CHURCH OF APPLETON
325 EAST FRANKLIN STREET
APPLETON,WI549115476
39-0943395 501(C)3 18,216       RELIGION-RELATED
(139) FRIENDS OF APPLETON PUBLIC LIBRARY
225 NORTH ONEIDA STREET
APPLETON,WI549114780
39-1550376 501(C)3 17,481       LIBRARIES
(140) CLPS-CLINTONVILLE PUBLIC SCHOOL DISTRICT
105 SOUTH CLINTON AVENUE
CLINTONVILLE,WI54929
39-6008413 GOVERNMENT 17,181       PRIMARY & ELEMENTARY SCHOOLS
(141) BEST FRIENDS OF NEENAH-MENASHA
181 EAST NORTH WATER 225
NEENAH,WI54956
39-1260017 501(C)3 17,169       ADULT & CHILD MATCHING PROGRAMS
(142) THE NATURE CONSERVANCY
633 WEST MAIN STREET
MADISON,WI53703
53-0242652 501(C)3 17,122       ENVIRONMENT N.E.C.
(143) APPLETON ALLIANCE CHURCH
2693 W GRAND CHUTE BLVD
APPLETON,WI54913
39-1345185 501(C)3 17,000       CHRISTIANITY
(144) SPECIAL OLYMPICS OF WISCONSIN - FOX VALLEY AREA
W5361 CTY KK SUITE D
APPLETON,WI54915
39-1176591 501(C)3 16,554       SPECIAL OLYMPICS
(145) PAPER INDUSTRY INTERNATIONAL HALL OF FAME
425 W WATER STREET
APPLETON,WI54911
39-1861890 501(C)3 16,265       MUSEUMS
(146) WISCONSIN PARKINSON ASSOCIATION
2819 W HIGHLAND BLVD
MILWAUKEE,WI53208
39-1492810 501(C)3 16,089       NEUROLOGY & NEUROSCIENCE
(147) ST PAUL CATHOLIC CHURCH
410 WALLACE STREET
COMBINED LOCKS,WI54113
39-0989794 501(C)3 16,000       ROMAN CATHOLIC
(148) STEP INDUSTRIES INC
1010 STROHMEYER DRIVE
NEENAH,WI54956
39-1229161 501(C)3 16,000       SUBSTANCE ABUSE TREATMENT
(149) TRINITY LUTHERAN SCHOOL
410 OAK STREET
NEENAH,WI54956
39-0960044 501(C)3 15,950       EDUCATION
(150) BOYS & GIRLS CLUB OF GREEN BAY
P O BOX 123
SHAWANO,WI54166
39-6102943 501(C)3 15,800       BOYS & GIRLS CLUBS
(151) REACH COUNSELING SERVICES INC
1509 S COMMERCIAL ST
NEENAH,WI54956
39-1292277 501(C)3 15,750       SEXUAL ABUSE PREVENTION
(152) YOUNG LIFE
PO BOX 520
COLORADO SPRINGS,CO80901
84-0385934 501(C)3 15,485       YOUTH DEVELOPMENT PROGRAMS
(153) DYSLEXIA READING CONNECTION INC
2935 NORTH BALLARD ROAD 1
APPLETON,WI54911
46-3735471 501(C)3 15,420       SPECIFICALLY NAMED DISEASES
(154) ST NORBERT COLLEGE PARISH
100 GRANT STREET 15-MB
DE PERE,WI541152099
39-6048398 501(C)3 15,400       CHRISTIANITY
(155) FOX VALLEY VETERANS COUNCIL INC
2 N SYSTEMS DRIVE
APPLETON,WI54914
27-1009699 501(C)3 15,370       MILITARY & VETERANS ORGANIZATIONS
(156) VILLAGE OF FOX CROSSING
2000 MUNICIPAL DRIVE
NEENAH,WI54956
81-3372124 GOVERNMENT 15,225       LAW ENFORCEMENT
(157) GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES INC
4693 NORTH LYNNDALE DRIVE
APPLETON,WI54913
39-1016314 501(C)3 15,079       GIRL SCOUTS OF THE U.S.A.
(158) LAKE COUNTY HISTORICAL SOCIETY
415 RIVERSIDE DRIVE
PAINESVILLE,OH44077
34-0863972 501(C)3 15,000       HISTORICAL SOCIETIES & HISTORIC PRESERVATION
(159) ST PETER LUTHERAN CHURCH
N2740 FRENCH ROAD
APPLETON,WI54913
39-1019369 501(C)3 15,000       RELIGION-RELATED
(160) GREEN BAY BOTANICAL GARDEN
2600 LARSEN ROAD
GREEN BAY,WI54307
39-1485020 501(C)3 15,000       BOTANICAL GARDENS & ARBORETA
(161) SPIRIT IN THE DESERT RETREAT CENTER
PO BOX 3254
CAREFREE,AZ85377
86-0736429 501(C)3 15,000       RELIGION-RELATED N.E.C.
(162) WORLD VISION
PO BOX 9716 DEPT W
FEDERAL WAY,WA980639716
95-1922279 501(C)3 15,000       INTERNATIONAL DEVELOPMENT
(163) ZION LUTHERAN CHURCH
1254 SOUTH UNION STREET
SHAWANO,WI54166
41-1568278 501(C)3 14,653       CHRISTIANITY
(164) VILLAGE OF KIMBERLY
515 WEST KIMBERLY AVENUE
KIMBERLY,WI54136
39-6006297 GOVERNMENT 14,600       GOVERNMENT & PUBLIC ADMINISTRATION
(165) FOX-WISCONSIN HERITAGE PARKWAY
P O BOX 204
KIMBERLY,WI54136
27-0909700 501(C)3 14,304       ENVIRONMENTAL EDUCATION
(166) CITY OF APPLETON
222 SOUTH WALNUT STREET
APPLETON,WI54911
39-6005381 GOVERNMENT 14,195       PUBLIC SAFETY, DISASTER PREPAREDNESS & RELIEF
(167) SPIERINGS CANCER FOUNDATION INC
700 HARVEST TRAIL
APPLETON,WI54913
26-4201357 501(C)3 14,000       CANCER
(168) SOCIETY OF THE DIVINE SAVIOR - SALVATORIAN CENTER
1303 MILWAUKEE DRIVE
SALVATORIAN CENTER,WI53062
39-0806210 501(C)3 13,945       FUND RAISING & FUND DISTRIBUTION
(169) ENGAGE BURKINA
3522 HIRAM-ACWORTH HIGHWAY
DALLAS,GA30157
45-5352308 501(C)3 13,800       CENTERS TO SUPPORT INDEPENDENCE
(170) CALUMET MEDICAL CENTER
614 MEMORIAL DRIVE
CHILTON,WI53014
39-0905385 501(C)3 13,600       GENERAL HOSPITALS
(171) FRIENDS OF WISCONSIN PUBLIC TELEVISION INC
821 UNIVERSITY AVENUE
MADISON,WI537061497
23-7300462 501(C)3 13,587       TELEVISION
(172) ST VINCENT DE PAUL SOCIETY OF SHEBOYGAN
4215 HWY 42 NORTH
SHEBOYGAN,WI53083
39-0833611 501(C)3 13,540       SCHOLARSHIPS & STUDENT FINANCIAL AID
(173) ST PIUS X PARISH
500 WEST MARQUETTE STREET
APPLETON,WI54911
39-0935474 501(C)3 13,235       ROMAN CATHOLIC
(174) CELEBRATION LUTHERAN SCHOOL OF APPLETON
3100 EAST EVERGREEN DRIVE
APPLETON,WI54913
27-0493434 501(C)3 13,135       ELEMENTARY & SECONDARY SCHOOLS
(175) OUR SAVIOR'S LUTHERAN CHURCH OF APPLETON
3009 NORTH MEADE STREET
APPLETON,WI54911
39-1287755 501(C)3 13,000       RELIGION-RELATED
(176) SHAWANO AREA MATTHEW 25
P O BOX 147
SHAWANO,WI54166
46-5493989 501(C)3 13,000       HOMELESS CENTERS
(177) FIRST CONGREGATIONAL UNITED CHURCH OF CHRIST
110 EAST HANCOCK STREET
NEW LONDON,WI54961
39-6058162 501(C)3 12,947       RELIGION-RELATED
(178) ST OLAF COLLEGE
1520 SAINT OLAF AVENUE
NORTHFIELD,MN550579984
41-0693979 501(C)3 12,800       UNDERGRADUATE COLLEGES
(179) SHEPHERD OF THE LAKES LUTHERAN CHURCH
153 COUNTY ROAD QQ
WAUPACA,WI54981
39-1298221 501(C)3 12,500       FOOD PROGRAMS
(180) SOAR FOX CITIES INC
211 EAST FRANKLIN STREET SUITE A
APPLETON,WI54911
75-3202931 501(C)3 12,315       HUMAN SERVICES N.E.C.
(181) FRIENDSHIP PLACE
220 NORTH COMMERCIAL STREET
NEENAH,WI54956
39-2029900 501(C)3 12,156       COMMUNITY MENTAL HEALTH CENTERS
(182) FOX CITIES CURLING INC
307 NORTH WESTHILL BOULEVARD
APPLETON,WI54914
46-5171548 501(C)3 12,150       WINTER SPORTS
(183) SILVER LAKE COLLEGE
2406 SOUTH ALVERNO ROAD
MANITOWOC,WI542209319
39-0980974 501(C)3 12,000       UNIVERSITIES
(184) CAMPUS CRUSADE FOR CHRIST
PO BOX 628222
ORLANDO,FL328628222
95-6006173 501(C)3 11,881       CHRISTIANITY
(185) CITY OF KAUKAUNA
144 WEST 2ND STREET
KAUKAUNA,WI54130
39-6005479 GOVERNMENT 11,618       CRIME PREVENTION
(186) APPLETON BOYCHOIR INC
111 WEST COLLEGE AVENUE 400
APPLETON,WI549115781
39-1548340 501(C)3 11,607       SINGING & CHORAL GROUPS
(187) FOX VALLEY CHRISTIAN ACADEMY
PO BOX 799
NEENAH,WI54956
39-1279433 501(C)3 11,527       SCHOLARSHIPS & STUDENT FINANCIAL AID
(188) NEW LIFE EVANGELICAL LUTHERAN CHURCH
3725 HAMMOCK ROAD
SEBRING,FL33872
59-1482625 501(C)3 11,500       RELIGION-RELATED
(189) LIVING WATER LUTHERAN CHURCH
9201 EAST HAPPY VALLEY ROAD
SCOTTSDALE,AZ85255
86-0867528 501(C)3 11,500       RELIGION-RELATED
(190) MJSD-MENASHA JOINT SCHOOL DISTRICT
420 7TH STREET
MENASHA,WI54952
39-6003366 GOVERNMENT 11,450       SCHOLARSHIPS & STUDENT FINANCIAL AID
(191) EASTSHORE HUMANE ASSOCIATION INC
PO BOX 320
CHILTON,WI53014
39-1565423 501(C)3 11,000       ANIMAL PROTECTION & WELFARE
(192) REBUILDING TOGETHER - FOX VALLEY
605 E HANCOCK STREET
APPLETON,WI54911
39-2013200 501(C)3 10,860       HOUSING REHABILITATION
(193) ST NORBERT COLLEGE
100 GRANT STREET
DEPERE,WI541152099
39-1399196 501(C)3 10,850       UNDERGRADUATE COLLEGES
(194) MAKE-A-WISH FOUNDATION OF WISCONSIN INC
13195 WEST HAMPTON AVENUE
BUTLER,WI53007
39-1543541 501(C)3 10,850       CHILDREN & YOUTH SERVICES
(195) FOX VALLEY LUTHERAN HIGH SCHOOL
5300 NORTH MEADE STREET
APPLETON,WI549138383
39-0988994 501(C)3 10,706       SECONDARY & HIGH SCHOOLS
(196) OPUS BONO SACERDOTII
5137 DRYDEN ROAD
DRYDEN,MI48428
03-0448257 501(C)3 10,500       HUMAN SERVICE ORGANIZATIONS
(197) SHAWANO COUNTY HISTORICAL SOCIETY
524 NORTH FRANKLIN STREET
SHAWANO,WI54166
23-7222161 501(C)3 10,500       HISTORICAL SOCIETIES & HISTORIC PRESERVATION
(198) INJURED MARINE SEMPER FI FUND
825 COLLEGE BOULEVARD 102 PMB 609
OCEANSIDE,CA92057
26-0086305 501(C)3 10,000       EMERGENCY ASSISTANCE
(199) NEW NORTH INC
600 N ADAMS STREET
GREEN BAY,WI54307
26-0114487 501(C)3 10,000       ECONOMIC DEVELOPMENT
(200) SISTERS OF ST DOMINIC
5635 ERIE STREET
RACINE,WI534021900
27-2468917 501(C)3 10,000       ROMAN CATHOLIC
(201) WISCONSIN HISTORICAL FOUNDATION
PO BOX 260050
MADISON,WI53726
39-0921093 501(C)3 10,000       SINGLE ORGANIZATION SUPPORT
(202) WISCONSIN WILDLIFE FEDERATION INC
213 NORTH MAIN STREET
POYNETTE,WI53955
39-1095827 501(C)3 10,000       WILDLIFE PRESERVATION & PROTECTION
(203) ALDO LEOPOLD FOUNDATION INC
PO BOX 77
BARABOO,WI53913
39-1423225 501(C)3 10,000       NATURAL RESOURCES CONSERVATION & PROTECTION
(204) YELLOW LAKE LUTHERAN CHURCH
7615 COUNTY ROAD U
DANBURY,WI54830
39-1468015 501(C)3 10,000       RELIGION-RELATED
(205) OPERA FOR THE YOUNG INC
6441 ENTERPRISE LANE SUITE 207
MADISON,WI53719
39-1583686 501(C)3 10,000       OPERA
(206) WEST WISCONSIN LAND TRUST INC
500 MAIN STREET EAST 307
MENOMONIE,WI54751
39-1618389 501(C)3 10,000       LAND RESOURCES CONSERVATION
(207) EXCEPTIONAL EQUESTRIANS
1120 ORLANDO DRIVE
DEPERE,WI54115
39-1959653 501(C)3 10,000       REHABILITATIVE CARE
(208) SISTERS OF THE DIVINE SAVIOR
4311 NORTH 100TH STREET
MILWAUKEE,WI53222
39-6054869 501(C)3 10,000       RELIGION-RELATED
(209) YMCA TWIN CITIES - HUDSON
2211 VINE STREET
HUDSON,WI54016
45-2563299 501(C)3 10,000       YOUNG MENS OR WOMENS ASSOCIATIONS
(210) WISCONSIN AGRICULTURAL EDUCATION CENTER
1290 NORTH AVENUE
CLEVELAND,WI53015
46-1455118 501(C)3 10,000       SCIENCE & TECHNOLOGY MUSEUMS
(211) MILE HIGH UNITED WAY
711 PARK AVENUE WEST
DENVER,CO80205
84-0404235 501(C)3 10,000       HUMAN SERVICES N.E.C.
(212) THE KANPE FOUNDATION

895 DE LA GAUCHETIERE QUEST CP
96581
  MONTREAL  
CA
81-1951756 501(C)3 10,000       AGRICULTURAL PROGRAMS
(213) DOCTORS WITHOUT BORDERS USA
PO BOX 5022
HAGERSTOWN,MD21741
13-3433452 501(C)3 9,900       DISASTER PREPAREDNESS & RELIEF SERVICES
(214) LOAVES & FISHES OF THE FOX VALLEY
PO BOX 1562
APPLETON,WI54912
39-1974516 501(C)3 9,750       CONGREGATE MEALS
(215) AGAPE OF APPLETON
7 TRI PARK WAY
APPLETON,WI54914
39-1210868 501(C)3 9,500       CENTERS TO SUPPORT INDEPENDENCE
(216) WISCONSIBS
211 E FRANKLIN STREET C
APPLETON,WI54911
39-1942794 501(C)3 9,500       CENTERS TO SUPPORT INDEPENDENCE
(217) ST JOHN NEPOMUCENE PARISH
323 PINE STREET
LITTLE CHUTE,WI541401896
39-0816903 501(C)3 9,257       RELIGION-RELATED
(218) FOX VALLEY LUTHERAN HOMES INC
425 NORTH LINWOOD AVENUE
APPLETON,WI549122753
39-1793379 501(C)3 9,000       SENIOR HOUSING & RETIREMENT COMMUNITIES
(219) LAKESHORE TECHNICAL COLLEGE FOUNDATION INC
1290 NORTH AVENUE
CLEVELAND,WI530151414
39-1269078 501(C)3 8,976       SINGLE ORGANIZATION SUPPORT
(220) ST MARY PARISH-APPLETON
312 SOUTH STATE STREET
APPLETON,WI54911
39-0810526 501(C)3 8,807       CHRISTIANITY
(221) CHILDREN'S CANCER FAMILY FOUNDATION OF NORTHEAST WISCONSIN
8048 PRAIRIEWOOD TRAIL
NEENAH,WI549569670
81-2134490 501(C)3 8,763       CANCER
(222) FOX CITIES CHAMBER FOUNDATION
125 NORTH SUPERIOR STREET
APPLETON,WI54911
39-1419431 501(C)3 8,738       CHAMBERS OF COMMERCE & BUSINESS LEAGUES
(223) LUTHERAN SOCIAL SERVICES OF WI AND UPPER MICHIGAN
3003 NORTH RICHMOND
APPLETON,WI54911
39-0816846 501(C)3 8,685       HUMAN SERVICE ORGANIZATIONS
(224) GREATER HOUSTON COMMUNITY FOUNDATION
5120 WOODWAY DRIVE 6000
HOUSTON,TX77056
23-7160400 501(C)3 8,650       DISASTER PREPAREDNESS & RELIEF SERVICES
(225) KASD-KAUKAUNA AREA SCHOOL DISTRICT
1701 COUNTY ROAD CE
KAUKAUNA,WI541303916
39-6002782 GOVERNMENT 8,628       EDUCATION
(226) NEENAH ANIMAL SHELTER INC
951 COUNTY ROAD G
NEENAH,WI54956
39-1030012 501(C)3 8,500       ANIMAL PROTECTION & WELFARE
(227) BABES RESPITE & COUNSELING SERVICES INC
1331 EAST WISCONSIN AVENUE
APPLETON,WI54911
39-1887276 501(C)3 8,181       FAMILY SERVICES
(228) ST THOMAS EPISCOPAL CHURCH
226 WASHINGTON STREET
MENASHA,WI54952
39-0816875 501(C)3 8,000       PROTESTANT
(229) SAMARITAN'S PURSE
PO BOX 3000
BOONE,NC28607
58-1437002 501(C)3 8,000       CHRISTIANITY
(230) WINNEBAGO COUNTY HEALTH DEPARTMENT
130 SECOND STREET
NEENAH,WI54956
39-6005760 GOVERNMENT 7,935       HOME HEALTH CARE
(231) ALZHEIMER'S ASSOCIATION GREATER WISCONSIN- FOX VALLEY
3313 S PACKERLAND DRIVE SUITE E
DE PERE,WI54115
13-3039601 501(C)3 7,550       ALZHEIMERS DISEASE
(232) COMMUNITY BENEFIT TREE
2204 CROOKS AVENUE C
KAUKAUNA,WI54130
20-0839777 501(C)3 7,525       HUMAN SERVICE ORGANIZATIONS
(233) ORBIS
520 8TH AVENUE 12TH FLOOR
NEW YORK,NY10018
23-7297651 501(C)3 7,500       EYE DISEASES, BLINDNESS & VISION IMPAIRMENTS
(234) INDUS OF FOX VALLEY
3000 EAST APPLE HILL BOULEVARD
APPLETON,WI549137921
33-1023766 501(C)3 7,447       CULTURAL & ETHNIC AWARENESS
(235) CITY OF MENASHA
140 MAIN STREET
MENASHA,WI54952
39-6005525 GOVERNMENT 7,298       GOVERNMENT & PUBLIC ADMINISTRATION
(236) THEDACARE FAMILY OF FOUNDATIONS INC
1818 N MEADE STREET
APPLETON,WI54911
39-1459276 501(C)3 7,284       SINGLE ORGANIZATION SUPPORT
(237) FOX VALLEY LITERACY COUNCIL INC
130 EAST FRANKLIN STREET
APPLETON,WI54911
39-1682277 501(C)3 7,233       HUMAN SERVICE ORGANIZATIONS
(238) ST MARTIN LUTHERAN SCHOOL
100 SOUTH CLINTON AVENUE
CLINTONVILLE,WI54929
39-0825337 501(C)3 7,000       SCHOLARSHIPS & STUDENT FINANCIAL AID
(239) ST MARK'S EVANGELICAL CHURCH
140 SOUTH GREEN BAY ROAD
NEENAH,WI54956
39-1413603 501(C)3 7,000       RELIGION-RELATED
(240) FELLOWSHIP OF CHRISTIAN ATHLETES
403 NORTH PINE GROVE LANE
HORTONVILLE,WI54944
44-0610626 501(C)3 7,000       YOUTH DEVELOPMENT - RELIGIOUS LEADERSHIP
(241) THE AVENUE 911
441 SOUTH JACKSON STREET
GREEN BAY,WI54301
20-8883546 501(C)3 6,950       RADIO
(242) ROTARY FOUNDATION OF ROTARY INTERNATIONAL
1560 SHERMAN AVENUE
EVANSTON,IL60201
36-3245072 501(C)3 6,782       SINGLE ORGANIZATION SUPPORT
(243) CITY OF SHAWANO
127 SOUTH SAWYER STREET
SHAWANO,WI54166
39-6005594 GOVERNMENT 6,750       PARKS & PLAYGROUNDS
(244) ST COLETTA OF WISCONSIN INC
N4637 COUNTY HIGHWAY Y
JEFFERSON,WI53549
39-0816855 501(C)3 6,663       DEVELOPMENTALLY DISABLED CENTERS
(245) PLANNED PARENTHOOD OF WISCONSIN - FOX VALLEY
508 WEST WISCONSIN AVENUE
APPLETON,WI54911
39-0863391 501(C)3 6,525       FAMILY PLANNING
(246) ROADS - REACHING OUT ABOUT DEPRESSION AND SUICIDE INC
518 WEST 5TH STREET
SHAWANO,WI54166
20-0463123 501(C)3 6,500       MENTAL HEALTH TREATMENT
(247) BRIDGE THE GAP INC
1415 E GREEN BAY STREET - SUITE 111
111
SHAWANO,WI54166
26-1377517 501(C)3 6,500       AUTISM
(248) ST MARY PARISH MENASHA
528 2ND STREET
MENASHA,WI54952
39-0845602 501(C)3 6,500       ROMAN CATHOLIC
(249) ST VINCENT DE PAUL OF APPLETON
1924 WEST COLLEGE AVENUE
APPLETON,WI54914
39-1032282 501(C)3 6,480       EMERGENCY ASSISTANCE
(250) JUVENILE DIABETES RESEARCH FOUNDATION-NE WISCONSIN CHAPTER
1800 APPLETON ROAD 2
MENASHA,WI549523727
23-1907729 501(C)3 6,400       SPECIFICALLY NAMED DISEASES
(251) BAY-LAKES COUNCIL BOY SCOUTS OF AMERICA
PO BOX 267
APPLETON,WI549120267
39-1184320 501(C)3 6,325       BOY SCOUTS OF AMERICA
(252) ST MARGARET-MARY OF NEENAH
439 WASHINGTON AVENUE
NEENAH,WI54956
39-0807228 501(C)3 6,250       RELIGION-RELATED
(253) WAUPACA COMMUNITY ARTS BOARD
PO BOX 88
WAUPACA,WI54981
27-0130176 501(C)3 6,175       ARTS & HUMANITIES COUNCILS & AGENCIES
(254) ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACE
MEMPHIS,TN38105
62-0646012 501(C)3 6,149       SPECIALTY HOSPITALS
(255) EASTER SEALS WISCONSIN
8001 EXCELSIOR DRIVE SUITE 200
MADISON,WI53717
39-0824877 501(C)3 6,120       DISABLED PERSONS RIGHTS
(256) WISCONSIN PHILANTHROPY NETWORK
15850 W BLUEMOUND ROAD SUITE 204
BROOKFIELD,WI53005
39-6236498 501(C)3 6,100       PROFESSIONAL SOCIETIES & ASSOCIATIONS
(257) WAUPACA COUNTY SHERIFF'S DEPARTMENT
1402 EAST ROYALTON STREET
WAUPACA,WI54981
39-6005758 GOVERNMENT 6,060       LAW ENFORCEMENT
(258) ST MATTHEWS LUTHERAN CHURCH
PO BOX 67
DANUBE,MN56230
41-1275005 501(C)3 6,000       PROTESTANT
(259) ATTIC THEATRE INC
PO BOX 41
APPLETON,WI549120041
39-0993864 501(C)3 5,643       THEATER
(260) CROSS CATHOLIC OUTREACH
2700 NORTH MILITARY TRAIL 240
BOCA RATON,FL334273908
65-1156061 501(C)3 5,550       INTERNATIONAL DEVELOPMENT
(261) VALPARAISO UNIVERSITY
VALPARAISO UNIVERSITY ADVANCEMENT
1100 CAMPUS DRIVE SOUTH
VALPARAISO,IN46383
35-0868125 501(C)3 5,500       UNIVERSITIES
(262) PENINSULA MUSIC FESTIVAL
PO BOX 340
EPHRAIM,WI54211
39-1691920 501(C)3 5,500       PERFORMING ARTS
(263) NEENAH-MENASHA EMERGENCY SOCIETY
PO BOX 744
NEENAH,WI54956
39-6056105 501(C)3 5,500       HOMELESS CENTERS
(264) ST JOHN UNITED CHURCH OF CHRIST
1130 WEST MARQUETTE STREET
APPLETON,WI54911
39-0901169 501(C)3 5,364       RELIGION-RELATED
(265) NATIONAL PARKINSON FOUNDATION INC
200 SE 1ST STREET SUITE 800
MIAMI,FL33131
59-0968031 501(C)3 5,364       NERVE, MUSCLE & BONE DISEASES
(266) NOTRE DAME ACADEMY
610 MARYHILL DRIVE
GREEN BAY,WI543032092
39-1659776 501(C)3 5,300       RELIGION-RELATED
(267) MIDWEST ENVIRONMENTAL ADVOCATES INC
612 WEST MAIN STREET
MADISON,WI53703
39-2006475 501(C)3 5,300       PUBLIC INTEREST LAW
(268) SIERRA CLUB FOUNDATION
2101 WEBSTER STREET SUITE 1250
OAKLAND,CA94612
94-6069890 501(C)3 5,300       PUBLIC FOUNDATIONS
(269) CITY OF WAUPACA
111 SOUTH MAIN STREET
WAUPACA,WI54981
39-6005644 GOVERNMENT 5,278       GOVERNMENT & PUBLIC ADMINISTRATION
(270) GOLD CROSS AMBULANCE SERVICE
1055 WITTMANN DRIVE
MENASHA,WI54952
39-1702433 501(C)3 5,227       EMERGENCY MEDICAL SERVICES & TRANSPORT
(271) WISDOMESTHER
P O BOX 784
NEENAH,WI54957
20-1644135 501(C)3 5,200       THEATER
(272) WEYAUWEGA ARTS ORGANIZATION
PO BOX 50
WEYAUWEGA,WI54983
87-0798025 501(C)3 5,200       FILM & VIDEO
(273) MILWAUKEE ARCHDIOCESAN OFFICE FOR WORLD MISSION INC
PO BOX 070912
MILWAUKEE,WI53207
80-0483424 501(C)3 5,100       ROMAN CATHOLIC
(274) THE FOUNDATION CENTER
32 OLD SLIP 24TH FLOOR
NEW YORK,NY10005
13-1837418 501(C)3 5,075       PHILANTHROPY, CHARITY & VOLUNTARISM PROMOTION
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
274
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) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1) POST SECONDARY SCHOLARSHIPS 401 854,044      
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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) 2019



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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 on 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 on 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 on 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 on 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on 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" on 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) 2019

Schedule J (Form 990) 2019
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 on 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 in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1CURT DETJEN
PRESIDENT/CEO
(i)

(ii)
236,349
-------------
0
0
-------------
0
24,000
-------------
0
36,629
-------------
0
20,348
-------------
0
317,326
-------------
0
0
-------------
0
2TERRI TOWLE
VP FINANCE/ADMIN
(i)

(ii)
125,396
-------------
0
0
-------------
0
10,664
-------------
0
4,105
-------------
0
15,910
-------------
0
156,075
-------------
0
0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
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 $28,960 FOR 2017.
Schedule J (Form 990) 2019

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 imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
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 115 5,089,858 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 isn't 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 nonstandard 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 didn't 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) (2019)
Schedule M (Form 990) (2019)
Page 2
Part IISupplemental 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 154 DONATIONS OF STOCK FROM 115 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) (2019)

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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
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 HOGERTY II, KATHI SEIFERT, AND CATHERINE 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 11B 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 215,910.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


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 Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
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) 12-1 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) 12-1 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) 12-1 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) 12-1 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) 12-1 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) 12-1 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) 12-1 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) 12-1 CFFVR INC
 
 
No
(9)THE BOLDT FAMILY FUND INC
4455 W LAWRENCE ST

APPLETON,WI54914
81-2176525
SUPPORT THE ACTIVITIES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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) 2019
Schedule R (Form 990) 2019
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) 2019
Schedule R (Form 990) 2019
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) 2019
Schedule R (Form 990) 2019
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) 2019

Additional Data


Software ID:  
Software Version: