TY 2019 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) BEN ADAMS...................................................................... DIRECTOR	0.50 .................	X
(2) PAUL MUELLER...................................................................... DIRECTOR	0.50 .................	X
(3) KATHI SEIFERT...................................................................... DIRECTOR & VICE CHAIR	0.50 .................	X	X
(4) JON STELLMACHER...................................................................... DIRECTOR & CHAIR	0.50 .................	X	X
(5) MARKALAN SMITH...................................................................... DIRECTOR & VICE CHAIR	0.50 .................	X	X
(6) RAQUEL STRAYER...................................................................... DIRECTOR	0.50 .................	X
(7) CATHERINE TIERNEY...................................................................... DIRECTOR & CHAIR	0.50 .................	X	X
(8) OMAR ATASSI MD...................................................................... DIRECTOR	0.50 .................	X
(9) KATHRYN SIEMAN...................................................................... TREASURER & VICE CHAIR	0.50 .................	X	X
(10) PETER MARIAHAZY...................................................................... SECRETARY & VICE CHAIR	0.50 .................	X	X
(11) STEPHANIE VRABEC...................................................................... DIRECTOR	0.50 .................	X
(12) SUSAN MAY...................................................................... PAST DIRECTOR	0.50 .................	X
(13) PIERCE SMITH...................................................................... DIRECTOR	0.50 .................	X
(14) BETH FLAHERTY...................................................................... DIRECTOR	0.50 .................	X
(15) JIM JOHNSON...................................................................... DIRECTOR	0.50 .................	X
(16) GREG PAWLAK...................................................................... DIRECTOR & VICE CHAIR	0.50 .................	X	X
(17) BILL BOHN...................................................................... DIRECTOR	0.50 .................	X

(A) Name and business address	(B) Description of services	(C) Compensation
COLONIAL CONSULTING 750 THIRD AVE 20TH FLOOR NEW YORK,NY10017	INVESTMENT CONSULTANT	179,889
SANDERSON ASSET MANAGEMENT HEATHCOAT HOUSE 20 SAVILLE ROW LONDON,LONDON UK	INVESTMENT MANAGEMENT	112,326
WESTWOOD GLOBAL INVESTMENTS ONE FINANCIAL CENTER SUITE 1620 BOSTON,MA02111	INVESTMENT MANAGEMENT	111,392


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 3

- TIN:

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.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


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

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)		(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.") ..	19,908,014	28,276,904	123,676,335	24,265,674	23,210,343	219,337,270
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	19,908,014	28,276,904	123,676,335	24,265,674	23,210,343	219,337,270
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)..						104,666,399
6	Public support. Subtract line 5 from line 4.						114,670,871

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
7	Amounts from line 4..	19,908,014	28,276,904	123,676,335	24,265,674	23,210,343	219,337,270
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	3,245,476	3,646,319	5,594,135	6,585,141	5,589,618	24,660,689
9	Net income from unrelated business activities, whether or not the business is regularly carried on..			27,980	79,412	99,075	206,467
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						244,204,426

Gross receipts from related activities, etc. (see instructions) ..................

2,127,307

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

Public support percentage for 2019 (line 6, column (f) divided by line 11, column (f)) .........

46.960 %

Public support percentage for 2018 Schedule A, Part II, line 14 ...............

47.520 %

16a

33 1/3% support test—2019. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2018. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

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

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)		(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)		(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.)..

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

Public support percentage for 2019 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2018 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2019 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2018 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2019. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2018. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

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

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

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.

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.

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.

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.

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.

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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

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.

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) .

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).

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.

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.

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.

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

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

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

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

A family member of a person described in (a) above?

11b

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

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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

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?

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).

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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

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.

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.

Parent of Supported Organizations. Answer (a) and (b) below.

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.

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.

Schedule A (Form 990 or 990-EZ) 2019

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

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:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

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

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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

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
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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 .........	551	723
2	Aggregate value of contributions to (during year)	11,769,775	13,607,857
3	Aggregate value of grants from (during year)	12,925,926	12,704,977
4	Aggregate value at end of year ........	178,642,123	125,023,981

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

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)? .............................

Yes No

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.

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.

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

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:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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 ....	6,763,188
b	Contributions ...		6,936,709
c	Net investment earnings, gains, and losses	-410,800	111,823
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	438,056	285,344
f	Administrative expenses ....	0
g	End of year balance ......	5,914,332	6,763,188

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

100.000 %

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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 ....	548,830	504,999	43,831
e	Other .....	1,309,394		1,309,394
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				1,353,225

Schedule D (Form 990) 2019

Page 3

Part VII

InvestmentsOther 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) EQUITIES	93,060,034	F
(B) FIXED INCOME	45,214,145	F
(C) HEDGE FUNDS	34,419,652	F
(D) VENTURE CAPITAL	18,620,308	F
(E) REAL ESTATE	680,311	F
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	191,994,450

Part VIII

InvestmentsProgram 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.)

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.)...........

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
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	49,923,333
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

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
PART V, LINE 4:	THE ADMINISTRATIVE ENDOWMENT FUNDS ARE ORDINARILY SUBJECT TO AN ANNUAL SPENDING POLICY OF 4.5% OF THE AVERAGE DAILY BALANCE IN THE FUNDS FOR THE THREE PREVIOUS CALENDAR YEARS. THE ANNUAL SPENDING PROVIDES FOR ONGOING FUNDING OF SERVICES UNDERTAKEN TO SUPPORT THE PROGRAMS OF THE FOUNDATION.

Schedule D (Form 990) 2019

Additional Data

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Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

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.

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? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

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)	(f) Total expenditures for and investments in the region
	CENTRAL AMERICA AND THE CARIBBEAN	0	0	INVESTMENTS	34,434,885
















3a	Sub-total ....	0	0		34,434,885
b	Total from continuation sheets to Part I ...	0	0		0
c	Totals (add lines 3a and 3b)	0	0		34,434,885

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 .......
3	Enter total number of other organizations or entities .......................

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

Page 4

Part IV

Foreign Forms

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 $34,434,885 OF BOOK VALUE OF INVESTMENTS. THE ORGANIZATION FOLLOWS THE ACCRUAL METHOD OF ACCOUNTING AND ITS INVESTMENTS ARE RECORDED AT FAIR MARKET VALUE. THE REPORTED AMOUNT OF INVESTMENTS REPRESENTS THE COMMUNITY FOUNDATION OF THE FOX VALLEY REGION'S ALLOCATED PERCENTAGE OF THE INVESTMENTS THAT ARE LEGALLY OWNED BY THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. AND ALLOCATED TO CERTAIN SUPPORTING ORGANIZATIONS.
PART III ACCOUNTING METHOD:

Schedule F (Form 990) 2019

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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

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? ........................

Yes No

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	(h) Purpose of grant or assistance
(1) 1000 GENERATIONS INC PO BOX 213 ELKHORN,WI53121	47-2646525	501(C)3	300,000	HOUSING & SHELTER
(2) AASD-APPLETON AREA SCHOOL DISTRICT PO BOX 2019 APPLETON,WI549132019	39-6000710	GOVERNMENT	74,414	EDUCATION
(3) AIDS RESOURCE CENTER OF WISCONSIN 820 N PLANKINTON AVE MILWAUKEE,WI532031802	39-1534049	501(C)3	15,000	AIDS
(4) ALS ASSOCIATION 3333 N MAYFAIR RD STE 104 WAUWATOSA,WI532223219	39-1600965	501(C)3	13,070	DISEASES, DISORDERS & MEDICAL DISCIPLINES
(5) AMERICAN CANCER SOCIETY 2100 RIVERSIDE DR STE 201 GREEN BAY,WI543012375	13-1788491	501(C)3	39,267	COMMUNITY & NEIGHBORHOOD DEVELOPMENT
(6) AMERICAN HEART ASSOCIATION 6500 TECHNOLOGY DRIVE 100 INDIANAPOLIS,IN46278	13-5613797	501(C)3	28,789	HEART AND CIRCULATORY SYSTEM
(7) AMERICAN RED CROSS IN NORTHEAST WI 515 S WASHBURN ST STE 201 OSHKOSH,WI549047996	53-0196605	501(C)3	20,336	DISASTER PREPAREDNESS & RELIEF SERVICES
(8) ANGEL CLASSIC 4059 LINDEN LN GREEN BAY,WI54313	65-1215974	501(C)3	6,875	CHILDREN & YOUTH SERVICES
(9) APPLETON ALLIANCE CHURCH 2693 W GRAND CHUTE BLVD APPLETON,WI549139617	39-1345185	501(C)3	91,668	CHRISTIANITY
(10) APPLETON BOYCHOIR INC 111 W COLLEGE AVE 4TH FLOOR APPLETON,WI54911	39-1548340	501(C)3	8,411	SINGING & CHORAL GROUPS
(11) APPLETON EDUCATION FOUNDATION INC 122 E COLLEGE AVE 1-B APPLETON,WI54911	39-1866090	501(C)3	5,764	EDUCATION
(12) APPLETON HISTORICAL SOCIETY INC 2631 N MEADE ST STE 101 APPLETON,WI549112203	45-0604780	501(C)3	5,100	HISTORY MUSEUMS
(13) APPLETON ROTARY FOUNDATION PO BOX 703 APPLETON,WI549120703	39-6053036	501(C)3	9,079	COMMUNITY SERVICE CLUBS
(14) APRICITY 1010 STROHMEYER DR NEENAH,WI549561980	39-1229161	501(C)3	41,227	HUMAN SERVICES
(15) ARCTIC BARNABAS MINISTRIES 135 N WILLOW ST KENAI,AK996117702	92-0172389	501(C)3	6,000	CHRISTIANITY
(16) ATTIC THEATRE INC PO BOX 41 APPLETON,WI549120041	39-0993864	501(C)3	9,990	THEATER
(17) BABES INC - CHILD ABUSE PREVENTION PROGRAM 1331 E WISCONSIN AVE APPLETON,WI54911	39-1887276	501(C)3	11,000	FAMILY SERVICES
(18) BAY-LAKES COUNCIL BOY SCOUTS OF AMERICA PO BOX 267 APPLETON,WI549120267	39-1184320	501(C)3	11,202	BOY SCOUTS OF AMERICA
(19) BEAMING INC PO BOX 524 NEENAH,WI549570524	20-1797140	501(C)3	13,778	HEALTH
(20) BERGSTROM-MAHLER MUSEUM 165 N PARK AVE NEENAH,WI549562956	39-0958257	501(C)3	95,780	ART MUSEUMS
(21) BEST FRIENDS OF NEENAH-MENASHA 181 E NORTH WATER ST STE 225 NEENAH,WI549562723	39-1260017	501(C)3	13,388	ADULT & CHILD MATCHING PROGRAMS
(22) BETHANY LUTHERAN CHURCH PO BOX 707 EPHRAIM,WI542110707	39-1427586	501(C)3	201,500	RELIGION RELATED
(23) BIG BROTHERS BIG SISTERS OF EAST CENTRAL WISCONSIN 1331 AMERICAN DR NEENAH,WI549561401	39-6103907	501(C)3	41,850	YOUTH DEVELOPMENT
(24) BIG BROTHERS BIG SISTERS OF THE FOX VALLEY REGION 3301 N BALLARD RD STE C APPLETON,WI549119002	39-6103907	501(C)3	53,665	BIG BROTHERS & BIG SISTERS
(25) BIRCH CREEK MUSIC PERFORMANCE ART CENTER PO BOX 230 EGG HARBOR,WI542090230	36-3032002	501(C)3	11,150	ARTS EDUCATION
(26) BLESSINGS INTERNATIONAL 1650 N INDIANWOOD AVE BROKEN ARROW,OK74012	73-1130590	501(C)3	25,000	CHRISTIANITY
(27) BOYS & GIRLS BRIGADE ASSOCIATION INC 109 W COLUMBIAN AVE NEENAH,WI549563017	39-0813396	501(C)3	26,595	YOUTH DEVELOPMENT
(28) BOYS & GIRLS CLUB OF OSHKOSH PO BOX 411501 E PARKWAY AVE OSHKOSH,WI549014650	39-6120658	501(C)3	19,500	BOYS & GIRLS CLUBS
(29) BOYS & GIRLS CLUB OF SHAWANO 1300 S UNION ST SHAWANO,WI541663463	39-6102943	501(C)3	6,834	BOYS & GIRLS CLUBS
(30) BOYS & GIRLS CLUB OF THE TRI-COUNTY AREA PO BOX 254 BERLIN,WI549230254	82-0721270	501(C)3	10,000	BOYS & GIRLS CLUBS
(31) BOYS & GIRLS CLUBS OF THE FOX VALLEY 160 S BADGER AVE APPLETON,WI549145280	39-1225709	501(C)3	1,656,760	BOYS & GIRLS CLUBS
(32) BRANCHES CHURCH PO BOX 337 MENOMONIE,WI54751	27-1907331	501(C)3	20,416	CHRISTIANITY
(33) BRIDGE THE GAP INC 1415 E GREEN BAY ST STE 111 SHAWANO,WI541663880	26-1377517	501(C)3	14,630	AUTISM
(34) BRIDGES CHILD ENRICHMENT CENTER C/O COMMUNITY EARLY LEARNING CENTER313 S STATE ST APPLETON,WI549115929	39-1340963	501(C)3	8,624	CHILD DAY CARE
(35) BRILLION CITY COMMUNITY DRIVE INC PO BOX 15 BRILLION,WI54110	39-1649958	501(C)3	6,200	COMMUNITY IMPRV & CAPACITY BLDG NEC
(36) BRILLION NATURE STUDY CENTER ASSOCIATION 315 S MAIN STREET BRILLION,WI54110	39-1503682	501(C)3	17,250	ENVIRONMENTAL EDUCATION
(37) BSD-BRILLION PUBLIC SCHOOLS 315 SOUTH MAIN STREET BRILLION,WI54110	39-6001095	GOVERNMENT	15,260	EDUCATION
(38) CALUMET COUNTY - LEDGE VIEW NATURE CENTER W2348 SHORT ROAD CHILTON,WI53014	39-6005676	501(C)3	10,964	ENVIRONMENTAL EDUCATION
(39) CALVARY BIBLE CHURCH PO BOX 799 NEENAH,WI54957	39-1279433	501(C)3	75,000	PROTESTANT
(40) CAMPUS CRUSADE FOR CHRIST PO BOX 628222 ORLANDO,FL328628222	95-6006173	501(C)3	15,272	CHRISTIANITY
(41) CAP SERVICES INC 821 E 1ST AVENUE SUITE 3 APPLETON,WI54911	39-1080897	501(C)3	16,500	HUMAN SERVICES
(42) CAP SERVICES-STEVENS POINT 2900 HOOVER ROAD SUITE A STEVENS POINT,WI54481	39-1080897	501(C)3	10,581	HUMAN SERVICES
(43) CASA LAKE COUNTY INC 700 FOREST EDGE DRIVE VERNON HILLS,IL60061	36-3916143	501(C)3	41,530	CHILD ABUSE PREVENTION
(44) CASA OF THE FOX CITIES 1500 NORTH CASALOMA DR STE 401 APPLETON,WI549138219	46-0740362	501(C)3	25,406	CRIME & LEGAL-RELATED N.E.C.
(45) CATALPA HEALTH INC 444 NORTH WESTHILL BLVD APPLETON,WI54914	45-4681563	501(C)3	379,024	PEDIATRICS
(46) CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MIAMI INC 1505 NE 26TH ST WILTON MANORS,FL333051323	59-1279497	501(C)3	100,000	HUMAN SERVICES N.E.C.
(47) CATHOLIC FOUNDATION FOR THE DIOCESE OF GREEN BAY PO BOX 22128 GREEN BAY,WI543052128	39-1924921	501(C)3	123,793	CHRISTIANITY
(48) CATHOLIC RELIEF SERVICES ATTN DONOR SERVICESPO BOX 17152 BALTIMORE,MD212988452	13-5563422	501(C)3	15,550	DISASTER PREPAREDNESS & RELIEF SERVICES
(49) CELEBRATION LUTHERAN SCHOOL OF APPLETON 3100 EAST EVERGREEN DRIVE APPLETON,WI54913	27-0493434	501(C)3	12,115	ELEMENTARY & SECONDARY SCHOOLS
(50) CENTER FOR SUICIDE AWARENESS 316 EAST 14TH STREET KAUKAUNA,WI54130	46-1223558	501(C)3	12,600	HOT LINES & CRISIS INTERVENTION
(51) CEREBRAL PALSY INC 2801 S WEBSTER GREEN BAY,WI54301	39-0901265	501(C)3	7,000	DEVELOPMENTALLY DISABLED CENTERS
(52) CHILD CARE RESOURCE AND REFERRAL 1001 WEST KENNEDY AVENUE STE A KIMBERLY,WI54136	39-1606155	501(C)3	18,000	CHILDREN & YOUTH SERVICES
(53) CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION 333 NORTH COMMERCIAL STREET 400 NEENAH,WI54956	39-0812532	501(C)3	26,888	SINGLE ORGANIZATION SUPPORT
(54) CHILTON AREA CATHOLIC SCHOOL 60 E WASHINGTON STREET CHILTON,WI53014	39-1129820	501(C)3	8,950	EDUCATION
(55) CHILTON PUBLIC LIBRARY 221 PARK STREET CHILTON,WI53014	39-6005413	GOVERNMENT	5,274	LIBRARIES
(56) CHPS-CHILTON PUBLIC SCHOOL DISTRICT 530 W MAIN ST CHILTON,WI53014	39-6001369	GOVERNMENT	193,860	EDUCATION
(57) CHRIST CHILD ACADEMY 2722 HENRY STREET SHEBOYGAN,WI53081	39-1557915	501(C)3	73,623	ELEMENTARY & SECONDARY SCHOOLS
(58) CHRIST THE ROCK COMMUNITY CHURCH W6254 HIGHWAY 10-114 MENASHA,WI54952	39-1500205	501(C)3	47,000	RELIGION-RELATED
(59) CHRISTINE ANN DOMESTIC ABUSE SERVICES 206 ALGOMA BLVD OSHKOSH,WI54902	39-1441770	501(C)3	28,601	FAMILY VIOLENCE SHELTERS
(60) CIRCLE URBAN MINISTRIES 118 NORTH CENTRAL AVENUE CHICAGO,IL60644	36-3136997	501(C)3	41,530	FOOD BANKS & PANTRIES
(61) CITY OF APPLETON 100 N APPLETON ST APPLETON,WI549114799	39-6005381	GOVERNMENT	565,530	GOVERNMENT & PUBLIC ADMINISTRATION
(62) CITY OF BRILLION 130 CALUMET ST BRILLION,WI541101118	39-6005404	GOVERNMENT	29,250	GOVERNMENT & PUBLIC ADMINISTRATION
(63) CITY OF CHILTON FIRE DEPARTMENT 42 SCHOOL STREET CHILTON,WI53014	39-6005413	GOVERNMENT	20,000	PUBLIC SAFETY, DISASTER PREPAREDNESS & RELIEF
(64) CITY OF KAUKAUNA 201 WEST 2ND STREET KAUKAUNA,WI54130	39-6005479	GOVERNMENT	80,517	GOVERNMENT & PUBLIC ADMINISTRATION
(65) CITY OF SHAWANO 127 S SAWYER STPO BOX 104 SHAWANO,WI54166	39-6005594	GOVERNMENT	15,000	GOVERNMENT & PUBLIC ADMINISTRATION
(66) CLEVELAND KIDS' BOOK BANK 3635 PERKINS AVE CLEVELAND,OH44114	47-5553602	501(C)3	20,000	REMEDIAL READING & ENCOURAGEMENT
(67) CLPS-CLINTONVILLE PUBLIC SCHOOL DISTRICT 45 WEST GREEN TREE ROAD CLINTONVILLE,WI54929	39-6008413	GOVERNMENT	6,818	EDUCATION
(68) COATS FOR KIDS - CLEVELAND 6200 OAK TREE BLVD INDEPENDENCE,OH44131	34-1804606	501(C)3	20,000	GIFT DISTRIBUTION
(69) COMMUNITY BENEFIT TREE INC 2204 CROOKS AVE STE C KAUKAUNA,WI541303405	20-0839777	501(C)3	13,686	FUNDRAISING
(70) COMMUNITY CHURCH OF APPLETON 3701 N GILLETT ST APPLETON,WI549146914	39-1712990	501(C)3	28,800	RELIGION-RELATED
(71) COMMUNITY CLOTHES CLOSET 1465-B OPPORTUNITY WAY MENASHA,WI54952	39-1394270	501(C)3	30,210	EMERGENCY ASSISTANCE
(72) COMMUNITY EARLY LEARNING CENTER OF THE FOX VALLEY 313 SOUTH STATE STREET APPLETON,WI54911	47-1117143	501(C)3	102,577	EDUCATIONAL SERVICES
(73) CONGREGATIONAL UNITED CHURCH OF CHRIST NEENAHMENASHA 1511 NICOLET BLVD NEENAH,WI54956	39-1017515	501(C)3	10,000	RELIGION-RELATED
(74) COOPERATIVE EDUCATIONAL SERVICE AGENCY NO 7 595 BAETEN RD GREEN BAY,WI543045763	39-1515860	501(C)3	100,000	SPECIAL EDUCATION
(75) COTS PO BOX 1645 APPLETON,WI549121645	39-1913179	501(C)3	111,726	HOMELESS CENTERS
(76) COVANTAGE CARES FOUNDATION INC PO BOX 107 ANTIGO,WI54409	81-1056981	501(C)3	10,500	PUBLIC FOUNDATIONS
(77) CREATIVE DOWNTOWN APPLETON 333 W COLLEGE AVE APPLETON,WI549115862	47-1568601	501(C)3	17,608	ARTS & CULTURE
(78) DAY BY DAY WARMING SHELTER INC 449 HIGH AVENUE OSHKOSH,WI54901	27-5557420	501(C)3	5,933	HOMELESS SHELTERS
(79) DIVERSE AND RESILIENT INC 2439 N HOLTON ST MILWAUKEE,WI532122934	30-0084616	501(C)3	11,500	PUBLIC HEALTH
(80) DOCTORS WITHOUT BORDERS USA 40 RECTOR ST FL 16 NEW YORK,NY100061751	13-3433452	501(C)3	9,350	DISASTER PREPAREDNESS & RELIEF SERVICES
(81) DOOR COUNTY MARITIME MUSEUM & LIGHTHOUSE PRESERVATION SOCIET 120 N MADISON AVE STURGEON BAY,WI542353416	23-7054730	501(C)3	100,000	MUSEUMS
(82) DULLES RESEARCH INSTITUTE C/O FINANCIAL ONE44744 HELM ST PLYMOUTH,MI481706019	82-4302739	501(C)3	22,000	RESEARCH INSTITUTES & PUBLIC POLICY ANALYSIS
(83) DYSLEXIA READING CONNECTION INC 2935 NORTH BALLARD ROAD 1 APPLETON,WI54911	46-3735471	501(C)3	16,800	SPECIFICALLY NAMED DISEASES
(84) EAST CENTRAL SYNOD OF WISCONSIN - ELCA 16 TRI-PARK WAY APPLETON,WI549141658	36-3513671	501(C)3	6,000	RELIGION-RELATED
(85) EASTER SEALS WISCONSIN 8001 EXCELSIOR DRIVE 200 MADISON,WI53717	39-0824877	501(C)3	5,282	DEVELOPMENTALLY DISABLED CENTERS
(86) EASTSHORE HUMANE ASSOCIATION INC PO BOX 320 CHILTON,WI530140320	39-1565423	501(C)3	15,660	ANIMAL PROTECTION & WELFARE
(87) ELISHA D SMITH PUBLIC LIBRARY 440 1ST ST MENASHA,WI549523143	39-6005525	501(C)3	61,646	LIBRARIES
(88) ENCOMPASS EARLY EDUCATION AND CARE INC 1823 S WEBSTER AVE GREEN BAY,WI543012253	39-0824004	501(C)3	60,333	CHILD DAY CARE
(89) ENTERTAINMENT INDUSTRY FOUNDATION 10880 WILSHIRE BLVD SUITE 1400 LOS ANGELES,CA90024	95-1644609	501(C)3	175,000	FUND RAISING & FUND DISTRIBUTION
(90) EPHRAIM MORAVIAN CHURCH 9970 MORAVIA ST 73 EPHRAIM,WI54211	39-6055667	501(C)3	200,000	RELIGION-RELATED
(91) EXCEPTIONAL EQUESTRIANS 1120 ORLANDO DRIVE DEPERE,WI54115	39-1959653	501(C)3	19,000	EQUESTRIAN
(92) FAIRPORT HARBOR HISTORICAL SOCIETY 129 SECOND ST FAIRPORT HARBOR,OH44077	34-6554830	501(C)3	25,000	HISTORICAL ORGANIZATIONS
(93) FAITH LUTHERAN CHURCH 601 EAST GLENDALE AVENUE APPLETON,WI54911	39-1027724	501(C)3	14,100	CHRISTIANITY
(94) FAITH LUTHERAN CHURCH - APPLETON 601 EAST GLENDALE AVE APPLETON,WI549112944	39-1027724	501(C)3	12,000	CHRISTIANITY
(95) FAMILIES OF CHILDREN WITH CANCER INC PO BOX 1494 GREEN BAY,WI54305	39-1311530	501(C)3	7,100	CANCER
(96) FAMILY CAREGIVERS ROCK PO BOX 2434 APPLETON,WI549122434	83-3406405	501(C)3	5,463	FUND RAISING & FUND DISTRIBUTION
(97) FAMILY LIFE PO BOX 7111 LITTLE ROCK,AR72223	95-6006173	501(C)3	6,000	CHRISTIANITY
(98) FAMILY SERVICES OF NORTHEAST WISCONSIN PO BOX 22308 GREEN BAY,WI543052308	39-0827320	501(C)3	76,896	CHILDREN & YOUTH SERVICES
(99) FC ENVIRONMENTAL LEARNING CAMPUSBUBOLZ NATURE PRESERVE 4815 N LYNNDALE DR APPLETON,WI549139665	23-7120877	501(C)3	113,075	NATURAL RESOURCES CONSERVATION & PROTECTION
(100) FEEDING AMERICA EASTERN WISCONSIN - FOX VALLEY 2911 WEST EVERGREEN DRIVE APPLETON,WI54913	39-1384593	501(C)3	255,143	FOOD BANKS & PANTRIES
(101) FEEDING AMERICA WEST MICHIGAN 864 W RIVER CENTER DR NE COMSTOCK PARK,MI493218955	38-2439659	501(C)3	20,000	FOOD BANKS & PANTRIES
(102) FELLOWSHIP OF CHRISTIAN ATHLETES 403 N PINE GROVE LN HORTONVILLE,WI549448750	44-0610626	501(C)3	12,000	YOUTH DEVELOPMENT - RELIGIOUS LEADERSHIP
(103) FINLANDIA UNIVERSITY 601 QUINCY STREET HANCOCK,MI49930	38-1359570	501(C)3	285,000	TWO-YEAR COLLEGES
(104) FIRST CONGREGATIONAL UNITED CHURCH OF CHRIST 724 E SOUTH RIVER ST APPLETON,WI549152257	39-0816821	501(C)3	64,306	RELIGION-RELATED
(105) FIRST ENGLISH LUTHERAN CHURCH 1013 MINNESOTA ST OSHKOSH,WI54902	39-0818688	501(C)3	8,000	RELIGION-RELATED
(106) FIRST FIVE FOX VALLEY 1001 WEST KENNEDY AVENUE STE A KIMBERLY,WI54136	39-1606155	501(C)3	525,000	CHILDREN'S AND YOUTH SERVICES
(107) FIRST UNITED METHODIST CHURCH OF APPLETON 325 EAST FRANKLIN STREET APPLETON,WI549115476	39-0943395	501(C)3	22,552	RELIGION-RELATED
(108) FISHER HOUSE FOUNDATION INC 111 ROCKVILLE PIKE 420 ROCKVILLE,MD20850	11-3158401	501(C)3	51,530	HEALTH SUPPORT
(109) FOOD FOR THE POOR INC 6401 LYONS RD COCONUT CREEK,FL33073	59-2174510	501(C)3	13,850	PHILANTHROPY, CHARITY & VOLUNTARISM PROMOTION
(110) FOUNDATIONS FOR LIVING P O BOX 564 WAUPACA,WI54981	27-4017294	501(C)3	18,500	HOMELESS SHELTERS
(111) FOX CITIES BUILDING FOR THE ARTS 111 W COLLEGE AVE APPLETON,WI54911	39-6056442	501(C)3	19,500	ART MUSEUMS
(112) FOX CITIES CHAMBER FOUNDATION 125 N SUPERIOR STREET APPLETON,WI54911	39-1419431	501(C)3	8,147	CHAMBERS OF COMMERCE & BUSINESS LEAGUES
(113) FOX CITIES GREENWAYS INC PO BOX 5 MENASHA,WI54952	39-1810728	501(C)3	11,403	ENVIRONMENTAL BEAUTIFICATION
(114) FOX CITIES PERFORMING ARTS CENTER 400 W COLLEGE AVE APPLETON,WI54911	39-1977839	501(C)3	205,023	PERFORMING ARTS CENTERS
(115) FOX RIVER NAVIGATIONAL SYSTEM AUTHORITY 1008 AUGUSTINE STREET KAUKAUNA,WI54130	86-1113736	501(C)3	278,998	ENVIRONMENT
(116) FOX VALLEY CHRISTIAN ACADEMY 1450 OAKRIDGE RDPO BOX 799 NEENAH,WI54956	39-1279433	501(C)3	8,254	EDUCATION
(117) FOX VALLEY HUMANE ASSOCIATION N115 TWO MILE RD APPLETON,WI549149121	39-0992559	501(C)3	56,694	ANIMAL PROTECTION & WELFARE
(118) FOX VALLEY LITERACY 130 EAST FRANKLIN STREET APPLETON,WI54911	39-1682277	501(C)3	10,936	HUMAN SERVICE ORGANIZATIONS
(119) FOX VALLEY LUTHERAN HIGH SCHOOL 5300 NORTH MEADE STREET APPLETON,WI549138383	39-0988994	501(C)3	11,656	SECONDARY & HIGH SCHOOLS
(120) FOX VALLEY MEMORY PROJECT 1800 APPLETON RD MENASHA,WI54952	82-3556549	501(C)3	13,550	HUMAN SERVICE ORGANIZATIONS
(121) FOX VALLEY MOTHER AND UNBORN BABY CARE INC 526 WEST WISCONSIN AVENUE APPLETON,WI54911	39-1446370	501(C)3	5,950	REPRODUCTIVE HEALTH CARE FACILITIES AND ALLIED SERVICES
(122) FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION 10 E COLLEGE AVE STE 207 APPLETON,WI54911	39-1089489	501(C)3	84,418	SYMPHONY ORCHESTRAS
(123) FOX VALLEY TECHNICAL COLLEGE FOUNDATION INC PO BOX 2277 APPLETON,WI549122277	39-1264389	501(C)3	114,885	JOB TRAINING
(124) FOX VALLEY VETERANS COUNCIL INC 2 N SYSTEMS DR APPLETON,WI549141656	27-1009699	501(C)3	15,569	MILITARY & VETERANS ORGANIZATIONS
(125) FOX-WOLF WATERSHED ALLIANCE P O BOX 1861 APPLETON,WI549121861	39-1701585	501(C)3	8,000	WATER RESOURCES, WETLANDS CONSERVATION
(126) FRESH MEALS ON WHEELS OF SHEBOYGAN COUNTY 1004 S TAYLOR DRIVE SHEBOYGAN,WI53081	39-1238290	501(C)3	10,250	MEALS ON WHEELS
(127) FRIENDS OF APPLETON PUBLIC LIBRARY 225 NORTH ONEIDA STREET APPLETON,WI549114780	39-1550376	501(C)3	41,233	SINGLE ORGANIZATION SUPPORT
(128) FRIENDS OF GRIGNON MANSION PO BOX 341 KAUKAUNA,WI541300341	46-4305132	501(C)3	6,000	HISTORICAL ORGANIZATIONS
(129) FRIENDS OF HAITI PO BOX 1174 GREEN BAY,WI54305	26-0076873	501(C)3	20,000	ADULT & CHILD MATCHING PROGRAMS
(130) FRIENDS OF HEARTHSTONE INC 625 W PROSPECT AVE APPLETON,WI54911	39-1579731	501(C)3	29,307	HISTORICAL SOCIETIES & HISTORIC PRESERVATION
(131) FRIENDS OF HIGH CLIFF STATE PARK N7630 STATE PARK RD SHERWOOD,WI541699615	39-1911880	501(C)3	7,050	NATURAL RESOURCES CONSERVATION & PROTECTION
(132) FRIENDS OF PLUMB & PILOT ISLANDS INC PO BOX 61 WASHINGTON ISLAND,WI542460061	74-3226051	501(C)3	200,000	NONPROFIT MANAGEMENT
(133) FRIENDS OF THE 1000 ISLANDS INC 1000 BEAULIEU CT KAUKAUNA,WI541302597	39-1456162	501(C)3	7,500	ENVIRONMENT
(134) FRIENDS OF THE APPLETON FIRE DEPARTMENT INC 700 NORTH DREW STREET APPLETON,WI54911	27-4019881	501(C)3	30,000	SINGLE ORGANIZATION SUPPORT
(135) FRIENDS OF WISCONSIN PUBLIC TELEVISION INC 821 UNIVERSITY AVENUE MADISON,WI537061497	23-7300462	501(C)3	26,541	HOME HEALTH CARE
(136) FRIENDSHIP PLACE 220 N COMMERCIAL ST NEENAH,WI54956	39-2029900	501(C)3	19,000	COMMUNITY MENTAL HEALTH CENTERS
(137) FUTURE NEENAH INC 135 W WISCONSIN AVE NEENAH,WI549563011	93-0843731	501(C)3	61,800	ENVIRONMENTAL BEAUTIFICATION
(138) GATHERING WATERS CONSERVANCY 211 S PATERSON ST STE 270 MADISON,WI537034538	39-1805090	501(C)3	27,000	NATURAL RESOURCES CONSERVATION & PROTECTION
(139) GIRL SCOUTS OF MANITOU COUNCIL 5212 WINDWARD CT SHEBOYGAN,WI53083	39-0920672	501(C)3	17,800	GIRL SCOUTS OF THE U.S.A.
(140) GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES INC 4693 NORTH LYNNDALE DRIVE APPLETON,WI54913	39-1016314	501(C)3	25,175	GIRL SCOUTS OF THE U.S.A.
(141) GOLD CROSS AMBULANCE SERVICE 1055 WITTMAN DRIVE MENASHA,WI54952	39-1702433	501(C)3	11,479	EMERGENCY MEDICAL SERVICES & TRANSPORT
(142) GOLDEN HOUSE 1120 UNIVERSITY AVENUE GREEN BAY,WI54302	39-1342659	501(C)3	20,000	FAMILY VIOLENCE SHELTERS
(143) GOLDEN SANDS RC&D COUNCIL INC 1100 MAIN STREET SUITE 150 STEVENS POINT,WI54481	39-1451323	501(C)3	5,200	NATURAL RESOURCES CONSERVATION & PROTECTION
(144) GOOD SHEPHERD LUTHERAN CHURCH 1310 SHEPARD DRIVE NAPERVILLE,IL60565	41-1568278	501(C)3	12,000	PROTESTANT
(145) GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN 1800 APPLETON ROAD MENASHA,WI54952	39-1144913	501(C)3	265,210	PUBLIC & SOCIETAL BENEFIT N.E.C.
(146) GRACE CHURCH 1704 HAZEL HILL RD ALEXANDRIA,MN563089290	16-1678998	501(C)3	25,000	RELIGION-RELATED
(147) GRAY MUZZLE ORGANIZATION OF NE WISCONSIN INC 3509 N MASON ST APPLETON,WI549141471	83-2820901	501(C)3	20,500	FUND RAISING & FUND DISTRIBUTION
(148) GREATER CHICAGO FOOD DEPOSITORY 4100 W ANN LURIE PLACE CHICAGO,IL60632	36-2971864	501(C)3	77,869	FOOD BANKS & PANTRIES
(149) GREATER FOX CITIES AREA HABITAT FOR HUMANITY 921 MIDWAY ROAD MENASHA,WI54952	39-1742974	501(C)3	170,586	CHRISTIANITY
(150) GREATER GREEN BAY CHAMBER OF COMMERCE FOUNDATION INC 300 NORTH BROADWAY STREET 3A GREEN BAY,WI54303	39-1442880	501(C)3	6,000	SINGLE ORGANIZATION SUPPORT
(151) GREATER GREEN BAY COMMUNITY FOUNDATION 320 N BROADWAY STE 260 GREEN BAY,WI543032705	39-1699966	501(C)3	343,746	COMMUNITY FOUNDATIONS
(152) GREEN BAY BOTANICAL GARDEN 2600 LARSEN ROAD GREEN BAY,WI54307	39-1485020	501(C)3	15,000	BOTANICAL GARDENS & ARBORETA
(153) GREEN BAY METROPOLITAN SEWERAGE DISTRICT 2231 N QUINCY ST GREEN BAY,WI543021248	39-6005459	GOVERNMENT	14,900	GOVERNMENT & PUBLIC ADMINISTRATION
(154) HARBOR HOUSE DOMESTIC ABUSE PROGRAMS 720 W 5TH ST APPLETON,WI549145368	39-1870927	501(C)3	125,030	FAMILY VIOLENCE SHELTERS
(155) HEALTH BRIDGES INTERNATIONAL 0509 SW TEXAS STREET PORTLAND,OR97219	20-3681041	501(C)3	6,650	HOMELESS CENTERS
(156) HECKRODT WETLAND RESERVE 1305 PLANK RD MENASHA,WI549522929	39-1838222	501(C)3	447,720	NATURAL RESOURCES CONSERVATION & PROTECTION
(157) HOLY CROSS PARISH 309 DESNOYER STREET KAUKAUNA,WI54130	39-0807048	501(C)3	27,608	RELIGION-RELATED
(158) HOLY FAMILY CATHOLIC SCHOOL 9100 CROCKETT RD BRENTWOOD,TN37027	62-1400461	501(C)3	31,500	ROMAN CATHOLIC
(159) HOLY FAMILY PARISH 1100 W RYAN ST BRILLION,WI54110	39-0806809	501(C)3	16,750	RELIGION-RELATED
(160) HOLYLAND FOOD PANTRY W4826 CTY HWY HHH MALONE,WI53049	47-2374044	501(C)3	12,110	FOOD BANKS & PANTRIES
(161) HOPE CLINIC AND CARE CENTER INC 1814 APPLETON RD MENASHA,WI549521110	47-3031346	501(C)3	19,300	HUMAN SERVICE ORGANIZATIONS
(162) HOPE COMMUNITY CHURCH 302 TRISTAN DR SHAWANO,WI541662051	39-1419149	501(C)3	5,500	CHRISTIANITY
(163) HSHS ST VINCENT-ST MARY'S FOUNDATION PO BOX 11706 GREEN BAY,WI54303	37-1186514	501(C)3	34,682	FUND RAISING & FUND DISTRIBUTION
(164) INDUS OF FOX VALLEY 3000 E APPLE HILL BLVD APPLETON,WI549137921	33-1023766	501(C)3	6,600	CULTURAL, ETHNIC AWARENESS
(165) INNOVATIVE SERVICES 2321 SAN LUIS PLACE GREEN BAY,WI54304	39-1969834	501(C)3	10,000	ARTS & CULTURE
(166) JAKE'S DIAPERS INC 139 EAST 2ND STREET KAUKAUNA,WI54130	46-3062817	501(C)3	7,500	HUMAN SERVICES N.E.C.
(167) JEFFERSON COUNTY PARKS DEPARTMENT 311 SOUTH CENTER AVE ROOM 204 JEFFERSON,WI53549	39-6005705	GOVERNMENT	75,200	ENVIRONMENTAL EDUCATION
(168) JUNIOR ACHIEVEMENT OF WISCONSIN - WINNEBAGO REGION DISTRICT 11 TRI PARK WAY APPLETON,WI549141661	39-0826295	501(C)3	19,600	YOUTH DEVELOPMENT - BUSINESS
(169) JUST KEEP LIVIN FOUNDATION C/O NKSFBGO LLC15260 VENTURA BLVD SUITE 2100 SHERMAN OAKS,CA91403	20-3921057	501(C)3	225,000	YOUTH DEVELOPMENT PROGRAMS
(170) JUVENILE DIABETES RESEARCH FOUNDATION-NE WISCONSIN CHAPTER 1800 APPLETON RD 2 MENASHA,WI549523727	23-1907729	501(C)3	6,345	SPECIFICALLY NAMED DISEASES
(171) KASD-KAUKAUNA AREA SCHOOL DISTRICT 1701 COUNTY ROAD CE KAUKAUNA,WI54130	39-6002782	GOVERNMENT	15,063	EDUCATION
(172) KAUKAUNA PUBLIC LIBRARY FOUNDATION INC 207 THILMANY ROAD 200 KAUKAUNA,WI54130	81-4252288	501(C)3	124,105	SINGLE ORGANIZATION SUPPORT
(173) KENYA WORKS INC PO BOX 1572 APPLETON,WI54912	05-0623727	501(C)3	63,000	INTERNATIONAL ECONOMIC DEVELOPMENT
(174) KIDS CHANCE OF WISCONSIN INC PO BOX 1546 BROOKFIELD,WI53008	46-1285440	501(C)3	10,000	SCHOLARSHIPS & STUDENT FINANCIAL AID
(175) L E PHILLIPS SENIOR CENTER INC 1616 BELLINGER ST EAU CLAIRE,WI54703	39-1408723	501(C)3	50,000	SENIOR CENTERS
(176) LAKE COUNTY HISTORICAL SOCIETY 415 RIVERSIDE DRIVE PAINESVILLE,OH44077	34-0863972	501(C)3	9,500	HISTORICAL SOCIETIES & HISTORIC PRESERVATION
(177) LAWRENCE UNIVERSITY 711 E BOLDT WAY SPC 1847 APPLETON,WI549115595	39-0806297	501(C)3	134,170	UNDERGRADUATE COLLEGES
(178) LEAGUE OF WOMEN VOTERS OF APPLETON PO BOX 1281 APPLETON,WI549121281	23-7016090	501(C)3	15,850	VOTER EDUCATION & REGISTRATION
(179) LEAVEN INC 1475 OPPORTUNITY WAY MENASHA,WI549521293	39-1572168	501(C)3	439,193	SUPPORT N.E.C.
(180) LEDGEVIEW NATURE CENTER PO BOX 54 CHILTON,WI53014	39-1458805	501(C)3	15,000	ENVIRONMENTAL EDUCATION
(181) LIFE PROMOTIONS 2030 AMERICAN DRIVE NEENAH,WI54956	39-1372893	501(C)3	15,500	YOUTH DEVELOPMENT PROGRAMS
(182) LIFE TOOLS FOUNDATION 105 OAKRIDGE CT COMBINED LOCKS,WI541131259	81-1074848	501(C)3	6,970	EDUCATIONAL SERVICES
(183) LITERACY SERVICES OF WISCONSIN INC 555 N PLANKINTON AVE MILWAUKEE,WI532032910	39-1091203	501(C)3	5,300	ADULT EDUCATION
(184) LIVING THE WAUPACA WAY 107 SOUTH MAIN STREET WAUPACA,WI54981	39-6005758	501(C)3	12,000	NUTRITION
(185) LIVING WATER LUTHERAN CHURCH 9201 E HAPPY VALLEY RD SCOTTSDALE,AZ85255	86-0867528	501(C)3	19,000	RELIGION-RELATED
(186) LOAVES & FISHES OF THE FOX VALLEY PO BOX 1562 APPLETON,WI54912	39-1974516	501(C)3	9,512	CONGREGATE MEALS
(187) LUTHER SEMINARY 2481 COMO AVENUE ST PAUL,MN55108	41-1425961	501(C)3	15,000	PROTESTANT
(188) LUTHERAN SOCIAL SERVICES OF WI AND UPPER MICHIGAN 3003A NORTH RICHMOND STREET APPLETON,WI54911	39-0816846	501(C)3	10,416	HUMAN SERVICES - MULTIPURPOSE AND OTHER N.E.C.
(189) MAKAROFF YOUTH BALLET 111 W COLLEGE AVE APPLETON,WI54911	68-0652111	501(C)3	7,277	BALLET
(190) MAKE-A-WISH FOUNDATION OF WISCONSIN - NORTHEAST WISCONSIN 100 W COLLEGE AVE 50E APPLETON,WI54911	39-1543541	501(C)3	5,750	CHILDREN & YOUTH SERVICES
(191) MARQUETTE UNIVERSITY PO BOX 1881 MILWAUKEE,WI532011881	39-0806251	501(C)3	13,750	UNIVERSITIES
(192) MARQUETTE UNIVERSITY HIGH SCHOOL 3401 W WISCONSIN AVE MILWAUKEE,WI53208	39-0806826	501(C)3	32,000	UNIVERSITIES
(193) MEMORIAL PRESBYTERIAN CHURCH OF APPLETON 803 E COLLEGE AVE APPLETON,WI54911	39-6026053	501(C)3	55,290	RELIGION-RELATED
(194) MENOMINEE CANINE ASSOCIATION PO BOX 264 KESHENA,WI54135	84-2907083	501(C)3	24,960	LAW ENFORCEMENT
(195) MIELKE FAMILY FOUNDATION 4455 W LAWRENCE STREET APPLETON,WI54911	39-6074258	501(C)3	6,000	PHILANTHROPY
(196) MINNESOTA STATE MANKATO FOUNDATION 121 ALUMNI FOUNDATION CENTER MANKATO,MN56001	41-6033423	501(C)3	10,000	SINGLE ORGANIZATION SUPPORT
(197) MISSION OF HOPE HOUSE OF WISCONSIN 520 N SHAWANO STREET NEW LONDON,WI54961	46-5464904	501(C)3	70,800	HUMAN SERVICE ORGANIZATIONS
(198) MJSD-MENASHA JOINT SCHOOL DISTRICT 328 SIXTH STREET MENASHA,WI549522768	39-6003366	GOVERNMENT	5,200	EDUCATION
(199) MOSAIC FAMILY HEALTH 229 S MORRISON ST APPLETON,WI549115725	47-3298660	501(C)3	122,000	COMMUNITY CLINICS
(200) MOUNT TABOR CENTER 522 SECOND STREET MENASHA,WI54952	39-1536251	501(C)3	17,769	ROMAN CATHOLIC
(201) MT CALVARY EVANGELICAL LUTHERAN CHURCH N8728 SOUTH COOP ROAD MENASHA,WI54952	39-6000155	501(C)3	11,000	CHRISTIANITY
(202) MT OLIVE EVANGELICAL LUTHERAN CHURCH 930 E FLORIDA AVENUE APPLETON,WI54911	39-6000011	501(C)3	5,916	CHRISTIANITY
(203) NEW MENTAL HEALTH CONNECTION INC PO BOX 374 APPLETON,WI54912	45-2657700	501(C)3	168,000	MENTAL HEALTH ASSOCIATIONS
(204) NAMI FOX VALLEY INC 211 E FRANKLIN ST STE B APPLETON,WI54911	39-1545497	501(C)3	29,250	MENTAL HEALTH ASSOCIATIONS
(205) NATIONAL PARKINSON FOUNDATION INC 200 SE 1ST STREET STE 800 MIAMI,FL33131	59-0968031	501(C)3	6,526	BRAIN DISORDERS
(206) NAVARINO NATURE CENTER W5646 LINDSTEN ROAD SHIOCTON,WI54170	39-1558573	501(C)3	7,522	ENVIRONMENTAL EDUCATION
(207) NEENAH ANIMAL SHELTER INC 951 COUNTY ROAD G NEENAH,WI549569781	39-1030012	501(C)3	15,250	ANIMAL PROTECTION & WELFARE
(208) NEENAH HISTORICAL SOCIETY INC PO BOX 343 NEENAH,WI549570343	39-6075872	501(C)3	5,000	HISTORICAL SOCIETIES & HISTORIC PRESERVATION
(209) NEENAH-MENASHA EMERGENCY SOCIETY PO BOX 744 NEENAH,WI54957	39-6056105	501(C)3	13,630	EMERGENCY ASSISTANCE
(210) NEVILLE PUBLIC MUSEUM FOUNDATION PO BOX 325 GREEEN BAY,WI543050325	93-0756332	501(C)3	69,500	MUSEUMS
(211) NEW HOLSTEIN HISTORICAL SOCIETY PO BOX 144 NEW HOLSTEIN,WI530610144	39-6084800	501(C)3	7,750	HISTORICAL SOCIETIES & HISTORIC PRESERVATION
(212) NEW HOPE CENTER PO BOX 189 CHILTON,WI530140189	39-1052724	501(C)3	32,398	DEVELOPMENTALLY DISABLED CENTERS
(213) NEW LONDON HERITAGE HISTORICAL SOCIETY 101 E BECKERT RD APT 204 NEW LONDON,WI54961	39-1292274	501(C)3	85,046	HISTORICAL SOCIETIES & HISTORIC PRESERVATION
(214) NEW LONDON PUBLIC LIBRARY 215 N SHAWANO ST NEW LONDON,WI54961	39-6005550	501(C)3	250,000	LIBRARIES
(215) NEWVOICES PO BOX 221 APPLETON,WI549120221	93-0838178	501(C)3	8,097	SINGING & CHORAL GROUPS
(216) NORTHEAST WISCONSIN LAND TRUST 14 TRI-PARK WAYBUILDING 1 APPLETON,WI54914	39-1867891	501(C)3	70,772	LAND RESOURCES CONSERVATION
(217) NORTHEAST WISCONSIN TRAILS INC 1037C TRUMAN ST KIMBERLY,WI54136	46-2158268	501(C)3	10,000	AMATEUR SPORTS
(218) NORTHEASTERN WISCONSIN SPORTS ADVANCEMENT PO BOX 623 APPLETON,WI54912	39-1708676	501(C)3	22,528	RECREATION & SPORTS N.E.C.
(219) NORTHERN ILLINOIS FOOD BANK 273 DEARBORN COURT GENEVA,IL60134	36-3203648	501(C)3	179,782	FOOD PROGRAMS
(220) OLD GLORY HONOR FLIGHT INC 4650 WEST SPENCER STREET APPLETON,WI54914	27-0642712	501(C)3	5,600	MILITARY & VETERANS ORGANIZATIONS
(221) OPERA FOR THE YOUNG INC 6441 ENTERPRISE LANE SUITE 207 MADISON,WI53719	39-1583686	501(C)3	11,050	PRIMARY & ELEMENTARY SCHOOLS
(222) OPTIONS FOR INDEPENDENT LIVING 555 COUNTRY CLUB RDPO BOX 11967 GREEN BAY,WI543071967	39-1843312	501(C)3	10,000	SERVICES TO PROMOTE THE INDEPENDENCE OF SPECIFIC POPULATIONS
(223) OPUS BONO SACERDOTII 5137 DRYDEN ROADPO BOX 251 DRYDEN,MI48428	03-0448257	501(C)3	11,300	HUMAN SERVICE ORGANIZATIONS
(224) OSHKOSH AREA COMMUNITY FOUNDATION 230 OHIO ST STE 100 OSHKOSH,WI549025894	39-2034571	501(C)3	454,735	PHILANTHROPY
(225) OSHKOSH AREA HUMANE SOCIETY INC 1925 SHELTER COURT OSHKOSH,WI54901	39-1709813	501(C)3	5,250	SINGLE ORGANIZATION SUPPORT
(226) OSHKOSH OPERA HOUSE FOUNDATION 222 PEARL AVE OSHKOSH,WI54901	39-1569883	501(C)3	16,250	PERFORMING ARTS CENTERS
(227) OUR SAVIOR'S LUTHERAN CHURCH OF APPLETON 3009 NORTH MEADE STREET APPLETON,WI54911	39-1287755	501(C)3	23,500	PROTESTANT
(228) OUTAGAMIE COUNTY HISTORICAL SOCIETY 330 E COLLEGE AVENUE APPLETON,WI54911	39-1298304	501(C)3	670,221	HISTORICAL SOCIETIES & HISTORIC PRESERVATION
(229) OUTAGAMIE COUNTY SHERIFF'S DEPARTMENT 410 SOUTH WALNUT STREET APPLETON,WI54911	39-6005724	GOVERNMENT	15,271	PUBLIC SAFETY
(230) OUTAGAMIE COUNTY YOUTH & FAMILY SERVICES 410 SOUTH WALNUT STREET APPLETON,WI54911	39-6005724	GOVERNMENT	6,824	HUMAN SERVICES
(231) PAPER DISCOVERY CENTER 425 W WATER STREET APPLETON,WI54911	39-1861890	501(C)3	6,952	MUSEUMS
(232) PAPER INDUSTRY INTERNATIONAL HALL OF FAME 425 W WATER STREET APPLETON,WI54911	39-1861890	501(C)3	12,200	MUSEUM & MUSEUM ACTIVITIES
(233) PARTNERSHIP COMMUNITY HEALTH CENTER INC 5471 WATERFORD LANE APPLETON,WI54913	20-2090446	501(C)3	14,457	COMMUNITY CLINICS
(234) PENINSULA MUSIC FESTIVAL PO BOX 340 EPHRAIM,WI542110340	39-1691920	501(C)3	15,000	PERFORMING ARTS
(235) PILLARS 605 E HANCOCK ST APPLETON,WI54911	39-1582471	501(C)3	420,837	HOMELESS SHELTERS
(236) PROVINCE OF ST JOSEPH OF THE CAPUCHIN ORDER 1820 MT ELLIOTT STREET DETROIT,MI482073496	38-1525161	501(C)3	9,000	ROMAN CATHOLIC
(237) RAWHIDE INC E7475 RAWHIDE ROAD NEW LONDON,WI549619987	39-1052471	501(C)3	130,228	FOSTER CARE
(238) RAY GRAHAM ASSOCIATION FOR PEOPLE WITH DISABILITIES 901 WARRENVILLE RD ST 500 LISLE,IL60532	36-2411166	501(C)3	12,500	DEVELOPMENTALLY DISABLED CENTERS
(239) RAYMOND JAMES CHARITABLE PO BOX 23559 ST PETERSBURG,FL33742	59-3652538	501(C)3	899,865	COMMUNITY FOUNDATIONS
(240) REBUILDING TOGETHER - FOX VALLEY 605 EAST HANCOCK STREET APPLETON,WI54911	39-2013200	501(C)3	299,725	HOUSING REHABILITATION
(241) RELEVANT RADIO PO BOX 10707 GREEN BAY,WI543070707	39-2003067	501(C)3	57,727	RELIGIOUS RADIO
(242) RHINELANDER AREA FOOD PANTRY 627 COON ST RHINELANDER,WI54501	33-1141966	501(C)3	10,000	FOOD BANKS & PANTRIES
(243) RIVERVIEW GARDENS INC 1101 S ONEIDA ST APPLETON,WI549151379	46-3208900	501(C)3	64,300	LAND RESOURCES CONSERVATION
(244) ROTARY FOUNDATION OF ROTARY INTERNATIONAL 1560 SHERMAN AVENUE EVANSTON,IL60201	36-3245072	501(C)3	6,084	SINGLE ORGANIZATION SUPPORT
(245) ROYAL OAKS ELEMENTARY SCHOOL 2215 PENNSYLVANIA AVENUE SUN PRAIRIE,WI53590	39-6001163	501(C)3	8,000	PRIMARY & ELEMENTARY SCHOOLS
(246) SACRED HEART CATHOLIC CHURCH 321 SOUTH SAWYER STREET SHAWANO,WI54166	39-0806390	501(C)3	6,000	ROMAN CATHOLIC
(247) SAFE HAVEN DOMESTIC ABUSE SUPPORT CENTER PO BOX 665 SHAWANO,WI54166	39-1749998	501(C)3	8,785	HOUSING & SHELTER N.E.C.
(248) SALVATION ARMY - FOX CITIES 130 E NORTH STPO BOX 1605 APPLETON,WI549121605	36-2167910	501(C)3	65,721	SALVATION ARMY
(249) SALVATION ARMY OF CALUMET COUNTY 16 WEST MAIN STREET CHILTON,WI53014	36-2167910	501(C)3	28,612	SALVATION ARMY
(250) SALVATION ARMY-APPLETON PO BOX 1605 APPLETON,WI549121605	36-2167910	501(C)3	11,387	SALVATION ARMY
(251) SAMARITAN'S PURSE P O BOX 3000 BOONE,NC28607	58-1437002	501(C)3	9,750	CHRISTIANITY
(252) SCHWAB CHARITABLE FUND 211 MAIN STREET SAN FRANCISCO,CA94105	31-1640316	501(C)3	15,023	OTHER PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING FOUNDATIONS N.E.C.
(253) SCSD-SEYMOUR COMMUNITY HIGH SCHOOL 10 CIRCLE DRIVE SEYMOUR,WI54165	39-6017417	GOVERNMENT	13,091	SECONDARY & HIGH SCHOOLS
(254) SCULPTURE VALLEY INC 110 SOUTH DURKEE ST APPLETON,WI549115717	45-2690499	501(C)3	6,000	ARTS & CULTURE
(255) SERVANTS OF THE GOOD HELP INC 12126 MORGAN RD REEDSVILLE,WI54230	82-5339072	501(C)3	31,500	HUMAN SERVICE ORGANIZATIONS
(256) SEXUAL ASSAULT CRISIS CENTER - FOX CITIES INC 17 PARK PL STE 400 APPLETON,WI549148271	39-1309331	501(C)3	4,300	SEXUAL ASSAULT SERVICES
(257) SHAWANO AREA MATTHEW 25 P O BOX 147 SHAWANO,WI54166	46-5493989	501(C)3	11,485	HOMELESS CENTERS
(258) SHAWANO COUNTY HUMANE SOCIETY 1290 JAYCEE CT SHAWANO,WI54166	39-1718299	501(C)3	7,728	ANIMAL PROTECTION & WELFARE
(259) SISTERS OF ST DOMINIC 5635 ERIE STREET RACINE,WI534021900	27-2468917	501(C)3	10,000	ROMAN CATHOLIC
(260) SISTERS OF THE DIVINE SAVIOR 4311 NORTH 100TH STREET MILWAUKEE,WI53222	39-6054869	501(C)3	13,000	RELIGION-RELATED
(261) SNOWDROP FOUNDATION-WISCONSIN CHAPTER N1110 GLENNVIEW DRIVE GREENVILLE,WI54942	20-4478536	501(C)3	15,754	CANCER RESEARCH
(262) SOAR FOX CITIES INC 211 E FRANKLIN ST STE A APPLETON,WI549115475	75-3202931	501(C)3	45,461	CENTERS TO SUPPORT INDEPENDENCE
(263) SOCIETY OF THE DIVINE SAVIOR - SALVATORIAN CENTER 1303 MILWAUKEE DRIVE NEW HOLSTEIN,WI53061	39-0806210	501(C)3	11,727	FUND RAISING & FUND DISTRIBUTION
(264) SPECIAL OLYMPICS OF WISCONSIN - FOX VALLEY AREA W5361 CTY KK SUITE D APPLETON,WI54915	39-1176591	501(C)3	5,450	SPECIAL OLYMPICS
(265) SPIERINGS CANCER FOUNDATION INC 700 HARVEST TRAIL APPLETON,WI54913	26-4201357	501(C)3	7,000	CANCER
(266) ST BERNARD PARISH 1617 W PINE ST APPLETON,WI54914	39-1082074	501(C)3	20,000	ROMAN CATHOLIC
(267) ST COLETTA OF WISCONSIN INC N4637 COUNTY HIGHWAY Y JEFFERSON,WI53549	39-0816855	501(C)3	5,794	DEVELOPMENTALLY DISABLED CENTERS
(268) ST ELIZABETH ANN SETON CATHOLIC SCHOOL 814 SUPERIOR AVENUE SHEBOYGAN,WI53801	45-5179843	501(C)3	74,165	PRIMARY & ELEMENTARY SCHOOLS
(269) ST ELIZABETH HOSPITAL FOUNDATION 1506 S ONEIDA ST APPLETON,WI54915	39-1256677	501(C)3	128,494	SINGLE ORGANIZATION SUPPORT
(270) ST FRANCIS XAVIER CATHOLIC SCHOOL SYSTEM 101 E NORTHLAND AVENUE APPLETON,WI54911	75-2975177	501(C)3	411,962	EDUCATION
(271) ST GIANNA MOLLA CLINIC INC 1727 SHAWANO AVENUE GREEN BAY,WI54303	46-5384168	501(C)3	16,250	SPECIALTY HOSPITALS
(272) ST IGNATIUS CATHOLIC SCHOOL 220 DOTY STREET KAUKAUNA,WI54130	39-1794588	501(C)3	14,000	ELEMENTARY & SECONDARY SCHOOLS
(273) ST JOHN NEPOMUCENE PARISH 323 PINE STREET LITTLE CHUTE,WI541401896	39-0816903	501(C)3	21,912	RELIGION-RELATED
(274) ST JOHN SACRED HEART PARISH N369 MILITARY ROAD SHERWOOD,WI54169	39-0865494	501(C)3	29,348	ROMAN CATHOLIC
(275) ST JOHN UNITED CHURCH OF CHRIST OF APPLETON 1130 W MARQUETTE ST APPLETON,WI54911	39-0901169	501(C)3	6,065	RELIGION-RELATED
(276) ST JOSEPH FOOD PROGRAM 1465 A OPPORTUNITY WAY MENASHA,WI54952	39-1822486	501(C)3	128,136	FOOD PROGRAMS
(277) ST JOSEPH PARISH 404 W LAWRENCE ST APPLETON,WI54911	39-0847630	501(C)3	11,332	ROMAN CATHOLIC
(278) ST JOSEPH PARISH-APPLETON 404 W LAWRENCE ST APPLETON,WI54911	39-0847630	501(C)3	86,331	ROMAN CATHOLIC
(279) ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 SAINT JUDE PL MEMPHIS,TN381051905	62-0646012	501(C)3	7,579	HOSPITAL (SPECIALTY)
(280) ST MARGARET MARY PARISH 439 WASHINGTON AVENUE NEENAH,WI54956	39-0807228	501(C)3	22,500	RELIGION-RELATED
(281) ST MARY CATHOLIC SCHOOLS 1050 ZEPHYR DRIVE NEENAH,WI54956	39-1656963	501(C)3	37,660	RELIGION-RELATED
(282) ST MARY MAGDALENE'S CATHOLIC CHURCH P O BOX 409 WAUPACA,WI54981	39-1103182	501(C)3	5,926	ROMAN CATHOLIC
(283) ST MARY PARISH MENASHA 528 2ND ST MENASHA,WI549523112	39-0845602	501(C)3	15,500	ROMAN CATHOLIC
(284) ST MARY PARISH-APPLETON 312 S STATE ST APPLETON,WI54911	39-0810526	501(C)3	28,630	CHRISTIANITY
(285) ST PATRICK CATHOLIC CHURCH 324 NICOLET BLVD MENASHA,WI54952	39-0967024	501(C)3	26,750	ROMAN CATHOLIC
(286) ST PAUL CATHOLIC CHURCH 410 WALLACE STREET COMBINED LOCKS,WI54113	39-0989794	501(C)3	12,000	ROMAN CATHOLIC
(287) ST PAUL ELDER SERVICES INC 316 E 14TH ST KAUKAUNA,WI541303304	39-1029149	501(C)3	25,428	RELIGION-RELATED N.E.C.
(288) ST PAUL LUTHERAN CHURCH 200 NORTH COMMERCIAL STREET NEENAH,WI54956	39-0816831	501(C)3	8,313	RELIGION-RELATED
(289) ST PETER LUTHERAN CHURCH N2740 FRENCH RD FREEDOM,WI549138919	39-1019369	501(C)3	15,000	RELIGION-RELATED
(290) ST PIUS X PARISH 500 W MARQUETTE APPLETON,WI54911	39-0935474	501(C)3	16,351	ROMAN CATHOLIC
(291) ST THOMAS MORE PARISH 1810 N MCDONALD STREET B APPLETON,WI54911	39-1027422	501(C)3	13,433	ROMAN CATHOLIC
(292) ST VINCENT DE PAUL COUNCIL OF NEENAH-MENASHA 1425 S COMMERCIAL ST NEENAH,WI54956	39-1633256	501(C)3	20,750	THRIFT SHOPS
(293) ST VINCENT DE PAUL OF APPLETON 1924 W COLLEGE AVE APPLETON,WI54914	39-1032282	501(C)3	75,540	PERSONAL SOCIAL SERVICES
(294) ST VINCENT DE PAUL SOCIETY DISTRICT COUNCIL OF GREEN BAY 1529 LEO FRIGO WAY GREEN BAY,WI543021163	39-1035429	501(C)3	55,000	HUMAN SERVICE ORGANIZATIONS
(295) ST VINCENT DE PAUL SOCIETY OF SHEBOYGAN 4215 HWY 42 NORTH SHEBOYGAN,WI53083	39-0833611	501(C)3	6,500	HUMAN SERVICES N.E.C.
(296) THE AVENUE 911 441 SOUTH JACKSON STREET GREEN BAY,WI54301	20-8883546	501(C)3	13,800	RADIO
(297) THE BUILDING FOR KIDS 100 W COLLEGE AVE APPLETON,WI549115706	39-1706260	501(C)3	43,246	CHILDREN'S MUSEUMS
(298) THE FAMILY 1909 W SECOND STREET APPLETON,WI54914	39-1280969	501(C)3	26,500	RELIGIOUS MEDIA & COMMUNICATIONS
(299) THE FAMILY RADIO NETWORK INC 1909 W SECOND STREET APPLETON,WI54914	39-1280969	501(C)3	34,750	RELIGIOUS MEDIA & COMMUNICATIONS
(300) THE NATURE CONSERVANCY 633 W MAIN STREET MADISON,WI53703	53-0242652	501(C)3	7,058	ENVIRONMENT N.E.C.
(301) THE SAMARITAN COUNSELING CENTER OF THE FOX VALLEY INC 1478 KENWOOD DRIVE MENASHA,WI54952	39-1214216	501(C)3	179,964	MENTAL HEALTH & CRISIS INTERVENTION N.E.C.
(302) THE SHRINE OF OUR LADY OF GOOD HELP INC 4047 CHAPEL DRIVE NEW FRANKEN,WI54229	20-3929148	501(C)3	30,000	RELIGION-RELATED
(303) THE TROUT MUSEUM OF ART INC 111 W COLLEGE AVE APPLETON,WI54911	81-1273001	501(C)3	158,887	PHILANTHROPY / CHARITY / VOLUNTARISM PROMOTION
(304) THEDACARE FAMILY OF FOUNDATIONS INC 1818 N MEADE STREET APPLETON,WI54911	46-4112255	501(C)3	208,854	PUBLIC FOUNDATIONS
(305) THOMPSON CENTER ON LOURDES 2331 E LOURDES DRIVE APPLETON,WI54915	81-3840811	501(C)3	187,157	SENIOR CENTERS/SERVICES
(306) THREE SQUARE 4190 N PECOS RD LAS VEGAS,NV891150187	30-0396918	501(C)3	10,000	FOOD BANKS & PANTRIES
(307) TITAN ALUMNI FOUNDATION INC 842 ALGOMA BLVD OSHKOSH,WI549013551	83-0629215	501(C)3	25,500	ALUMNI ASSOCIATIONS
(308) TRI-COUNTY COMMUNITY DENTAL CLINIC 9 TRI-PARK WAY APPLETON,WI54914	47-0862462	501(C)3	129,335	AMBULATORY & PRIMARY HEALTH CARE
(309) TRINITY LUTHERAN CHURCH 407 OAK NEENAH,WI54956	39-0960044	501(C)3	38,163	CHRISTIANITY
(310) TRINITY LUTHERAN CHURCH & SCHOOL 601 E NATIONAL AVE BRILLION,WI541101500	39-0860696	501(C)3	5,628	CHRISTIANITY
(311) UNITED CHURCH OF MARCO ISLAND 320 NORTH BARFIELD DRIVE MARCO ISLAND,FL34145	59-1861678	501(C)3	7,100	RELIGION-RELATED
(312) UNITED NEGRO COLLEGE FUND INC 105 W ADAMS CHICAGO,IL60603	13-1624241	501(C)3	103,826	EDUCATION N.E.C.
(313) UNITED WAY FOX CITIES 1455 MIDWAY ROAD MENASHA,WI54952	39-0912895	501(C)3	183,677	HUMAN SERVICE ORGANIZATIONS
(314) UNIVERSITY OF WISCONSIN GREEN BAY FOUNDATION 2420 NICOLET DRIVE GREEN BAY,WI54311	45-1600858	501(C)3	6,000	SINGLE ORGANIZATION SUPPORT
(315) UNIVERSITY OF WISCONSIN-FOX VALLEY 1478 MIDWAY ROAD MENASHA,WI54952	39-1805963	501(C)3	17,550	UNIVERSITIES
(316) UNIVERSITY OF WISCONSIN-GREEN BAY BURSARS OFFICE2420 NICOLET DR GREEN BAY,WI543117001	39-1805963	501(C)3	91,600	UNIVERSITIES
(317) US 2 BEHAVIORAL HEALTH CARE INC 5750 W GRANDE MARKET DR SUITE A APPLETON,WI549138406	84-2183803	501(C)3	389,600	MENTAL HEALTH TREATMENT
(318) UW FOUNDATION INC 1848 UNIVERSITY AVENUE MADISON,WI53726	39-0743975	501(C)3	116,100	SINGLE ORGANIZATION SUPPORT
(319) VALLEY PACKAGING INDUSTRIES 2730 NORTH ROEMER ROAD APPLETON,WI54911	39-0921632	501(C)3	25,000	EMPLOYMENT PREPARATION & PROCUREMENT
(320) VALLEY VNA HEALTH SYSTEMS INC 1535 LYON DRIVE NEENAH,WI54956	39-1624803	501(C)3	364,950	HOME HEALTH CARE
(321) VALLEY VNA SENIOR CARE 1535 LYON DRIVE NEENAH,WI54956	39-1624803	501(C)3	14,187	HOME HEALTH CARE
(322) VAN ANDEL INSTITUTE 333 BOSTWICK AVE NE GRAND RAPIDS,MI495032518	52-2000820	501(C)3	25,000	FEDERATED GIVING PROGRAMS
(323) VIDA 526 W WISCONSIN AVE APPLETON,WI549114382	39-1446370	501(C)3	6,500	SUPPORT N.E.C.
(324) VOLUNTEER CENTER OF EAST CENTRAL WISCONSIN INC 2616 S ONEIDA ST 2 APPLETON,WI549152101	39-1765162	501(C)3	10,000	VOLUNTARISM PROMOTION
(325) VOLUNTEER FOX CITIES 2616 SOUTH ONEIDA STREET 2 APPLETON,WI54915	39-1765162	501(C)3	7,525	VOLUNTARISM PROMOTION
(326) WASHINGTON COMMUNITY FOUNDATION INC PO BOX 68 WASHINGTON ISLAND,WI54246	39-1568796	501(C)3	23,550	CENTERS TO SUPPORT INDEPENDENCE
(327) WAUPACA AREA CHAMBER FOUNDATION INC 315 S MAIN ST WAUPACA,WI549811745	84-1908369	501(C)3	50,500	PROMOTION OF BUSINESS
(328) WAUPACA COMMUNITY ARTS BOARD PO BOX 88 WAUPACA,WI54981	27-0130176	501(C)3	18,600	ARTS & HUMANITIES COUNCILS & AGENCIES
(329) WAYLAND ACADEMY 101 N UNIVERSITY AVE BEAVER DAM,WI539162253	39-0806363	501(C)3	10,000	SECONDARY & HIGH SCHOOLS
(330) WELS FOUNDATION INC N16W23377 STONE RIDGE DRIVE WAUKESHA,WI53188	39-6084446	501(C)3	20,000	RELIGION-RELATED
(331) WESTMINSTER COLLEGE 501 WESTMINSTER AVENUE FULTON,MO65251	43-0652617	501(C)3	20,000	UNDERGRADUATE COLLEGES
(332) WGBH EDUCATIONAL FOUNDATION PO BOX 200 BOSTON,MA02134	04-2104397	501(C)3	25,000	MEDIA & COMMUNICATIONS
(333) WISCONSIBS 211 EAST FRANKLINE STREET C APPLETON,WI54911	39-1942794	501(C)3	11,655	CENTERS TO SUPPORT INDEPENDENCE
(334) WISCONSIN BROADCASTERS ASSOCIATION FOUNDATION INC 44 E MIFFLIN ST SUITE 900 MADISON,WI53703	39-1651812	501(C)3	30,000	MEDIA & COMMUNICATIONS
(335) WISCONSIN PARKINSON ASSOCIATION 2819 W HIGHLAND AVENUE MILWAUKEE,WI53208	39-1492810	501(C)3	17,633	NEUROLOGY & NEUROSCIENCE
(336) WISCONSIN PUBLIC RADIO ASSOCIATION INC PO BOX 697 RACINE,WI53401	23-7363536	501(C)3	32,382	RADIO
(337) WISCONSIN VETERANS VILLAGE ASSOCIATION INC 2919 GLENPARK DRIVE SUITE 500 APPLETON,WI54914	82-2839384	501(C)3	265,130	CENTERS TO SUPPORT INDEPENDENCE
(338) WITH WINGS AND A HALO-REACH A CHILD 407 AUGUSTA DRIVE WAUNAKEE,WI53597	26-0757945	501(C)3	9,000	CHILDREN & YOUTH SERVICES
(339) WOLF RIVER HABITAT FOR HUMANITY PO BOX 532 SHAWANO,WI54166	39-1906510	501(C)3	5,210	HOUSING DEVELOPMENT
(340) WOMEN'S FUND FOR THE FOX VALLEY REGION INC 4455 W LAWRENCE STREET APPLETON,WI54914	20-3096562	501(C)3	60,920	PHILANTHROPY
(341) WOODLAND COMMUNITY CHURCH 9607 EAST STATE ROAD 70 BRADENTON,FL34202	65-0012576	501(C)3	65,104	RELIGION-RELATED
(342) WORLD RELIEF FOX VALLEY 7 E BALTIMORE ST BALTIMORE,MD212021602	23-6393344	501(C)3	8,750	DISASTER PREPAREDNESS & RELIEF SERVICES
(343) WORLD VISION PO BOX 9716 DEPT W FEDERAL WAY,WA980639716	95-1922279	501(C)3	15,500	INTERNATIONAL DEVELOPMENT
(344) WSD-SCHOOL DISTRICT OF WAUPACA E2325 KING ROAD WAUPACA,WI54981	39-1779223	GOVERNMENT	21,121	EDUCATION
(345) YMCA OF THE FOX CITIES 218 EAST LAWRENCE STREET APPLETON,WI54911	39-0806191	501(C)3	178,818	YOUNG MENS OR WOMENS ASSOCIATIONS
(346) YMCA OF THE FOX CITIES - HEART OF THE VALLEY 218 EAST LAWRENCE STREET APPLETON,WI54911	39-0806191	501(C)3	12,000	YOUNG MENS OR WOMENS ASSOCIATIONS
(347) YMCA OF THE FOX CITIES - NEENAHMENASHA 218 EAST LAWRENCE STREET APPLETON,WI54911	39-0806191	501(C)3	17,858	YOUNG MENS OR WOMENS ASSOCIATIONS
(348) YOUTH GO 213 NICOLET BLVD NEENAH,WI549562755	39-1137233	501(C)3	20,850	CHILDREN & YOUTH SERVICES
(349) ZION UNITED METHODIST CHURCH PO BOX 66 FOREST JUNCTION,WI54123	39-0884784	501(C)3	28,536	CHRISTIANITY
(350) COVENANT LIFE PRESBYTERIAN CHURCH 1415 E GREEN BAY ST STE 111 SHAWANO,WI541663880	39-6165903	501(C)3	6,800	RELIGION-RELATED
(351) LUTHERAN BIBLE TRANSLATORS INC PO BOX 789 CONCORDIA,MO64020	95-2630437	501(C)3	30,000	CHRISTIANITY

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

351

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

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	458	975,870
(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:

- TIN:

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

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

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 .........

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? ..

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

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:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

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:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

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 ............

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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1CURT DETJEN PRESIDENT/CEO	(i) (ii)	256,731 ------------- 0	0 ------------- 0	25,000 ------------- 0	39,652 ------------- 0	23,860 ------------- 0	345,243 ------------- 0	0 ------------- 0

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, LINE 4B	CURT DETJEN IS A PARTICIPANT IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE AMOUNT RECOGNIZED RATABLY OVER THE COURSE OF THE SERVICE WAS $31,323 FOR 2019.

Schedule J (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete 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 image

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

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	169	7,204,645	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 ( )
26 Other ( )
27 Other ( )
28 Other ( )

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

Yes

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

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

Yes

If "Yes," describe in Part II.

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)

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 CONTRIBUTIONS. IN TOTAL, THERE WERE 169 CONTRIBUTIONS OF STOCK FROM 89 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:

- TIN:

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	KATHRYN SIEMAN AND CATHERINE TIERNEY HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 6	THE ORGANIZATION HAS 12 TO 22 MEMBERS. THE TERM OF EACH MEMBER SHALL BE THREE YEARS. AT EACH ANNUAL MEETING OF THE MEMBERS, THE MEMBERS ELECT ONE-THIRD OF THE MEMBERS. MEMBERS AFFIRM THE ELECTION OF THE BOARD OF DIRECTORS AND APPROVE SIGNIFICANT DECISIONS OF THE BOARD. MEMBERS DO NOT SHARE IN THE INCOME OF THE ORGANIZATION OR THE NET ASSETS UPON THE ORGANIZATION'S DISSOLUTION.
FORM 990, PART VI, SECTION A, LINE 7A	ELECTION OF THE BOARD OF DIRECTORS IS AFFIRMED BY VOTE OF A MAJORITY OF THE MEMBERS PRESENT AND VOTING.
FORM 990, PART VI, SECTION A, LINE 7B	MEMBERS APPROVE SIGNIFICANT DECISIONS OF THE BOARD OF DIRECTORS SUCH AS AMENDMENTS TO THE BYLAWS AND ARTICLES OF INCORPORATION.
FORM 990, PART VI, SECTION B, LINE 11B	THE CHAIRPERSON OF THE AUDIT AND BUDGET COMMITTEE/TREASURER AND THE CFO WILL REVIEW FOR REASONABLENESS AND APPROVE THE FILING OF THE FORM 990 AND THE WISCONSIN ANNUAL REPORT ON AN ANNUAL BASIS. THE ENTIRE AUDIT AND BUDGET COMMITTEE WILL REVIEW AND APPROVE FOR FILING ANNUALLY. THE FORM 990 IS DISTRIBUTED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	ON AN ANNUAL BASIS, DIRECTORS AND EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE DESCRIBING THEIR RELATIONSHIPS AND THEIR FAMILY RELATIONSHIPS WITH OTHER ENTITIES DOING BUSINESS WITH THE COMMUNITY FOUNDATION AND ALL RELATED ORGANIZATIONS. IF VOTES ARE TAKEN RELATING TO ANY OF THESE ENTITIES, BOARD MEMBERS WITH DISCLOSED RELATIONSHIPS ARE AUTOMATICALLY TREATED AS HAVING ABSTAINED FROM THE VOTING. A COMMUNITY FOUNDATION GRANTING COMMITTEE CAN NOT APPROVE A GRANT TO AN ORGANIZATION THAT EMPLOYS A FAMILY MEMBER OF ANYONE ON THE GRANTING COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 15	THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR REVIEWING THE PERFORMANCE OF THE PRESIDENT/CEO AND SETTING HIS/HER COMPENSATION ON AN ANNUAL BASIS. THE PRESIDENT/CEO IS RESPONSIBLE FOR REVIEWING PERFORMANCE AND SETTING COMPENSATION FOR THE OTHER OFFICERS OF THE FOUNDATION. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR APPROVING THE TOTAL AMOUNT OF COMPENSATION FOR THE ENTIRE FOUNDATION STAFF TO BE INCLUDED IN THE ANNUAL BUDGET. THE 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 CFO (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 90,043.

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:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach 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?
(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	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

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	(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?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	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	(i) Section 512(b)(13) controlled entity?
(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	Yes	No

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

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 .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

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

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)	(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?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

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:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	24,265,674	23,210,343
9	Program service revenue (Part VIII, line 2g) .........	456,781	475,790
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	11,218,684	658,007
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)	35,941,139	24,344,140
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	22,698,048	23,255,236
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)	2,384,925	2,652,025
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 437,437
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	2,280,381	2,630,378
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	27,363,354	28,537,639
19	Revenue less expenses. Subtract line 18 from line 12.......	8,577,785	-4,193,499
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	397,959,766	391,655,837
21	Total liabilities (Part X, line 26).............	60,075,277	60,478,956
22	Net assets or fund balances. Subtract line 21 from line 20.....	337,884,489	331,176,881

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 25,087,519 including grants of $ 23,255,236 ) (Revenue $ 475,790 )
	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 expenses25,087,519

(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
(A) Name and title
(18) DAVID GROSS........................................................................ DIRECTOR	0.50 .......................	X		0	0	0
(19) LAURA MERONK........................................................................ DIRECTOR	0.50 .......................	X		0	0	0
(20) MELANIE MILLER........................................................................ DIRECTOR	0.50 .......................	X		0	0	0
(21) PA LEE MOUA........................................................................ DIRECTOR	0.50 .......................	X		0	0	0
(22) JIM PROSSER........................................................................ DIRECTOR	0.50 .......................	X		0	0	0
(23) MICHELLE SCHULER........................................................................ DIRECTOR	0.50 .......................	X		0	0	0
(24) CHUCK SELF........................................................................ DIRECTOR	0.50 .......................	X		0	0	0
(25) CURT DETJEN........................................................................ PRESIDENT/CEO	40.00 .......................		X	281,731	0	63,512
(26) TAMMY GEENEN........................................................................ VP COMMUNITY ENGAGEMENT	40.00 .......................		X	116,409	0	17,155
(27) ANN ENGELHARD........................................................................ VP DONOR SERVICES & GIFT P	40.00 .......................		X	126,365	0	3,672
(28) STEVE VELDHORST........................................................................ CFO	40.00 .......................		X	83,547	0	14,956

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	608,052	0	99,295

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
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	22
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	22
5	Total number of individuals employed in calendar year 2019 (Part V, line 2a) ......	5	43
6	Total number of volunteers (estimate if necessary) .............	6	125
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	99,075
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	88,267

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	1,184,771
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	22,025,572

g	Noncash contributions included in lines 1a - 1f:$		1g	7,204,645

h Total. Add lines 1a-1f.......		23,210,343

		Business Code
2a	ADMINISTRATIVE FEE INCOME FROM SU	561000	242,469	242,469
b	ADMINISTRATIVE FEE INCOME FROM AG	561000	233,321	233,321
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		475,790

3 Investment income (including dividends, interest, and othersimilar amounts) ......			5,688,693		99,075	5,589,618
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(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).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		333,296,518	7a
b	Less: cost or other basis and sales expenses		338,327,204	7b
c	Gain or (loss)		-5,030,686	7c
d	Net gain or (loss).........			-5,030,686			-5,030,686
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..
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..
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..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			24,344,140	475,790	99,075	558,932

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	22,279,366	22,279,366
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	975,870	975,870
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 ...........	774,197	331,532	356,844	85,821
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........	1,536,687	798,863	574,860	162,964
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	30,300	15,764	11,324	3,212
9	Other employee benefits .......	166,440	86,592	62,201	17,647
10	Payroll taxes ...........	144,401	71,023	57,818	15,560
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	40		40
c	Accounting ...........	85,455		85,455
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	1,299,165		1,299,165
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	459,261	113,818	345,443
12	Advertising and promotion ....	152,162	59,036		93,126
13	Office expenses .......	83,186	43,397	31,349	8,440
14	Information technology ......	249,948	124,087	99,163	26,698
15	Royalties ..
16	Occupancy ...........	41,184	20,254	16,490	4,440
17	Travel ............	26,989	16,793	8,033	2,163
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	27,725	13,635	11,101	2,989
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	6,780	3,334	2,715	731
23	Insurance ...	60,405	29,707	24,186	6,512
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	87,301	79,201	6,382	1,718
b
c
d
e	All other expenses	50,777	25,247	20,114	5,416
25	Total functional expenses. Add lines 1 through 24e	28,537,639	25,087,519	3,012,683	437,437
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 if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........				1
2	Savings and temporary cash investments .........			1,440,558	2	2,161,280
3	Pledges and grants receivable, net ......			5,469,630	3	4,052,418
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 ......			117,697	9	52,381
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,858,224
b	Less: accumulated depreciation	10b	504,999	50,609	10c	1,353,225
11	Investments—publicly traded securities .			249,144,951	11	191,287,186
12	Investments—other securities. See Part IV, line 11 .....			140,990,467	12	191,994,450
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			745,854	15	754,897
16	Total assets. Add lines 1 through 15 (must equal line 33)...			397,959,766	16	391,655,837

17	Accounts payable and accrued expenses .....	827,541	17	1,039,850
18	Grants payable ...	6,425,189	18	9,008,073
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 ..	0	24	507,700
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	52,822,547	25	49,923,333
26	Total liabilities. Add lines 17 through 25..	60,075,277	26	60,478,956

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	330,906,703	27	325,686,719
28	Net assets with donor restrictions ...........	6,977,786	28	5,490,162
	Organizations that do not follow FASB ASC 958, check here 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 ...........	337,884,489	32	331,176,881
33	Total liabilities and net assets/fund balances ........	397,959,766	33	391,655,837

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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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) .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No