2025-11-18T12:50:39-06:00 2025-05-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-06-01 391839109 CHIPPEWA VALLEY SYMPHONY FOUNDATION TRUST CHIP 7158326366 402 GRAHAM AVENUE 205 EAU CLAIRE WI 54701 BRENDEN CARROLL TREASURER 7158326366 2025-11-17 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-11-17 2024 2025-03-06 01:10:19Z MARCIA VAN BEEK 402 GRAHAM AVENUE 205 EAU CLAIRE WI 54701 403293 0 X N/A X 1995 WI TO RAISE FUNDS TO ENHANCE PROGRAMS OF THE CHIPPEWA VALLEY SYMPHONY, LTD WHICH FOSTERS MUSIC APPRECIATION AND PROVIDES OPPORTUNITIES FOR COMMUNITY MUSICIANS. 10 10 0 10 0 0 42550 47175 0 0 104889 52558 0 0 147439 99733 36200 36200 0 0 0 0 0 0 0 7894 8555 44094 44755 103345 54978 875741 930719 0 0 875741 930719 TO RAISE FUNDS TO ENHANCE PROGRAMS OF THE CHIPPEWA VALLEY SYMPHONY, LTD WHICH FOSTERS MUSIC APPRECIATION AND PROVIDES OPPORTUNITIES FOR COMMUNITY MUSICIANS. 0 0 36200 36200 0 TO RAISE FUNDS TO ENHANCE THE PROGRAMS OF THE CHIPPEWA VALLEY SYMPHONY, LTD WHICH FOSTERS MUSIC APPRECIATION AND PROVIDES OPPORTUNITIES FOR COMMUNITY MUSICIANS. 36200 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 WI X BRENDEN CARROLL 7158326366 402 GRAHAM AVENUE SUITE 205 EAU CLAIRE WI 54701 X MARCIA VAN BEEK PRESIDENT 0.10 X X 0 0 0 BILL KLISH VICE PRESIDENT 0.10 X X 0 0 0 JASON SMITH TREASURER (THRU 04/2025) 0.10 X X 0 0 0 BRENDEN CARROLL TREASURER 0.10 X X 0 0 0 JESSE FARNLOF SECRETARY 0.10 X X 0 0 0 JIM BARTL TRUSTEE 0.10 X 0 0 0 DAVID BAKER TRUSTEE (THRU 04/2025) 0.10 X 0 0 0 EMILY BLASKEY TRUSTEE 0.10 X 0 0 0 IAN COLBY TRUSTEE 0.10 X 0 0 0 TIM CRUCIANI TRUSTEE 0.10 X 0 0 0 MARLA GARFIELD TRUSTEE 0.10 X 0 0 0 ROB KUCHTA TRUSTEE/CVS BOARD REPRESENTATIVE 0.10 X 0 0 0 0 0 0 0 0 0 0 0 47175 25175 47175 27526 27526 328592 303560 25032 25032 25032 99733 0 0 52558 36200 36200 2000 2000 4962 4962 1539 1539 WI LICENSING FEES 54 54 44755 36200 8555 0 7514 9275 868227 921444 875741 930719 0 0 X 627148 641431 248593 289288 875741 930719 875741 930719 54978 0 X 0 0 0 X X 1 CHIPPEWA VALLEY SYMPHONY LTD 391290295 7 1 36200 0 1 36200 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION D, LINE 3: ONE TRUSTEE OF THE CHIPPEWA VALLEY SYMPHONY FOUNDATION TRUST IS ALSO A DIRECTOR OF THE SUPPORTED ORGANIZATION, CHIPPEWA VALLEY SYMPHONY, LTD. THE CHIPPEWA VALLEY SYMPHONY TRUST MAKES AN ANNUAL DISTRIBUTION TO ITS SUPPORTED ORGANIZATION THAT MUST EQUAL AT LEAST 10% OF THAT ORGANIZATION'S TOTAL SUPPORT FOR THE PRIOR YEAR. SCHEDULE A, PART IV, SECTION E, LINE 2A ONE TRUSTEE OF THE CHIPPEWA VALLEY SYMPHONY FOUNDATION TRUST IS ALSO A DIRECTOR OF THE SUPPORTED ORGANIZATION, CHIPPEWA VALLEY SYMPHONY, LTD. THE CHIPPEWA VALLEY SYMPHONY TRUST MAKES AN ANNUAL DISTRIBUTION TO ITS SUPPORTED ORGANIZATION THAT MUST EQUAL AT LEAST 10% OF THAT ORGANIZATION'S TOTAL SUPPORT FOR THE PRIOR YEAR. INCLUDING THE MANAGEMENT FEES OF THE ASSETS FOR THE FOUNDATION TRUST, OVER 90% OF EXPENDITURES ARE FOR THE BENEFIT FOR THE SUPPORTED ORGANIZATION, CHIPPEWA VALLEY SYMPHONY, LTD. AND ARE PURSUANT TO THE SPENDING POLICY OF THE INVESTMENT COMMITTEE OF THE FOUNDATION. THE REMAINING EXPENDITURES ARE ADMINISTRATIVE AND MINIMAL. THE TRUSTEE THAT REPRESENTS THE SUPPORTED ORGANIZATION DOES COMMUNICATE CERTAIN NEEDS OF THE SYMPHONY TO THE BOARD AND ACTS AS A LIAISON BETWEEN THE TWO ORGANIZATIONS. SCHEDULE A, PART IV, SECTION E, LINE 2B THE FOUNDATION ASSUMES THE RESPONSIBILITY OF MANAGING THE ASSETS AND DISTRIBUTIONS TO THE SUPPORTED ORGANIZATION. IF THE FOUNDATION DID NOT EXIST, THE ASSETS AND BURDEN OF THE INCOME AND MANAGEMENT WOULD BE ASSUMED BY THE SUPPORTED ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 CHIPPEWA VALLEY SYMPHONY ORCHESTRA 402 GRAHAM AVENUE EAU CLAIRE WI 54701 391290295 501(C)(3) 36200 0 DONATION 1 0 PART I, LINE 2: WE HAVE INVESTMENT COMMITTEE MEETINGS TO MONITOR FOUNDATION ASSETS, QUARTERLY TREASURER'S REPORTS AND ANNUAL INVESTMENT COMPANY REPORTS ARE PROVIDED TO THE FULL BOARD. WE MAKE A SINGLE GRANT TO THE SYMPHONY ANNUALLY WHICH IS APPROVED AT OUR JULY REORGANIZATIONAL MEETING AND PAID THE FOLLOWING JANUARY. X 56 25175 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B IS THE AMOUNT OF SHARES OF SECURITIES RECEIVED. FORM 990, PART VI, SECTION A, LINE 7A A MAJORITY OF TRUSTEES CAN ELECT OFFICERS AND OTHER/ADDITIONAL TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD TREASURER REVIEWS THE FORM 990 PRIOR TO FILING WITH THE IRS. AFTER IT IS FILED, THE TREASURER WILL PRESENT THE RETURN TO THE BOARD SINCE THERE WILL NOT BE A BOARD MEETING BETWEEN THE DATE OF FILING AND THE DUE DATE TO FILE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS 990 AVAILABLE TO THE PUBLIC UPON REQUEST.