2025-10-03T09:42:14-04:00 2024-12-31 391392227 HUBERTY & ASSOCIATES SC 37 N PIONEER RD FOND DU LAC WI 54935 990 2024-01-01 510181570 FOND DU LAC AREA FOUNDATION FOND 9209212215 1020 S MAIN ST SUITE E FOND DU LAC WI 54935 GREG GILES EXECUTIVE DIRECTOR 9209212215 2025-09-25 true CYNTHIA HINTZ CPA P00576742 9209238400 2025-09-25 2024 2025-03-06 01:10:19Z GREG GILES 1020 S MAIN ST SUITE E FOND DU LAC WI 54935 27258346 false X WWW.FDLAREAFOUNDATION.COM X 1975 WI CREATING A BETTER COMMUNITY BY PROMOTING PHILANTHROPY, AWARDING EFFECTIVE GRANTS, AND PROVIDING LEADERSHIP ON IMPORTANT COMMUNITY ISSUES TODAY AND FOREVER. 11 11 6 11 0 3827379 5068638 0 1609031 803978 3175 977 5439585 5873593 2919824 2872349 0 528820 570451 0 118964 222210 275826 3670854 3718626 1768731 2154967 68131111 78023949 5996799 7365625 62134312 70658324 CREATING A BETTER COMMUNITY BY PROMOTING PHILANTHROPY, AWARDING EFFECTIVE GRANTS, AND PROVIDING LEADERSHIP ON IMPORTANT COMMUNITY ISSUES TODAY AND FOREVER. false false 3176825 2872349 GRANTS ARE MADE TO ORGANIZATIONS THAT QUALIFY UNDER IRC SEC 501(C)(3). SCHOLARSHIPS ARE AWARDED TO INDIVIDUALS IN COMPLIANCE WITH HR4-PENSION PROTECTION ACT OF 2006. 3176825 true true false false false true false false false true true false false false true true false true false false false false false false true false false true true false false false false false false false false false true false false false false true true true false false true 0 0 6 true false false false false false false false false false false false false false false false X 11 11 false false false false false true false true true false false true true true true true true true true false WI X GREG GILES 9209212215 1020 S MAIN ST SUITE E FOND DU LAC WI 54935 GREG GILES EXECUTIVE DI 40.00 X 86058 0 5198 AARON SADOFF EXEC DIR UNT 40.00 X 76800 0 9671 TRIPP AHERN MEMBER 1.00 X 0 0 0 SARA B ANDREW SECRETARY 1.00 X X 0 0 0 HOLLY BRENNER MEMBER 1.00 X 0 0 0 DAWN COLWIN MEMBER 1.00 X 0 0 0 STEVE FRANKE TREASURER 1.00 X X 0 0 0 THOMAS J GROSS MEMBER 1.00 X 0 0 0 DAVID J HORNUNG MEMBER 1.00 X 0 0 0 STEVE G MILLIN VICE CHAIR 1.00 X X 0 0 0 KELLY NORTON MEMBER 1.00 X 0 0 0 JOHN SCHROEDER MEMBER 1.00 X 0 0 0 LOREE L SHADY CHAIR 1.00 X X 0 0 0 162858 14869 false false false 11762 5056876 303651 5068638 1601563 1601563 20578836 21376421 -797585 -797585 -797585 4393 11762 8332 -3939 -3939 LIFE INSURANCE GAIN 900099 4916 4916 4916 5873593 804955 2560024 2560024 312325 312325 177727 80385 64005 33337 266990 124976 91608 50406 23852 6662 13035 4155 32909 9191 17985 5733 68973 32286 23666 13021 21345 21345 99453 99453 15983 4795 9590 1598 29085 11633 14543 2909 2480 992 1240 248 7090 2836 3545 709 22625 22625 5587 2514 2794 279 1804 722 902 180 5513 1540 3013 960 DUES AND PERMITS 53353 21341 29344 2668 SUPPLIES 8951 3580 2865 2506 MISCELLANEOUS 2557 1023 1279 255 3718626 3176825 422837 118964 630583 432487 4913345 4241096 27061 6162 22703 20899 62461578 73221648 102902 107819 68131111 78023949 7398 9980 500 5989401 7355145 5996799 7365625 X 62134312 70658324 62134312 70658324 68131111 78023949 2154967 6369045 X false true X true false X 8036229 5732709 2996161 3827379 5068638 25661116 8036229 5732709 2996161 3827379 5068638 25661116 8610514 17050602 546381 770195 1210439 1444580 1601563 5573158 6591 3870 42159 3175 4916 60711 31294985 0.54480 0.52090 X PART II, LINE 10 MISCELLANEOUS 55,795 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 137 116 1926547 475446 1059802 312325 24339398 10554748 true true 62791638 5073031 7246248 -2880650 -721179 71509088 54485419 3825980 8276047 -3174394 -621414 62791638 66302442 2996163 -10857272 -3325680 -630234 54485419 56848990 6012334 6120679 -2068428 -611133 66302442 43305128 9627900 6933607 -2429852 -587793 56848990 1.00000 false false 27061 6162 20899 20899 FUND HELD FOR THE BENEFIT OF OTHERS 7355145 7355145 X 12151517 6369045 8332 6377377 5774140 99453 99453 5873593 3627505 8332 8332 3619173 99453 99453 3718626 SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT CONSISTS OF 533 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS FOR OPERATIONAL PURPOSES. SCHEDULE D, PAGE 3, PART X FOND DU LAC AREA FOUNDATION AND THE SUPPORTING ORGANIZATIONS ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION AND THE SUPPORTING ORGANIZATIONS QUALIFY FOR THE CHARITABLE CONTRIBUTIONS DEDUCTION UNDER SECTION 170 (B)(1)(A) AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT A PRIVATE FOUNDATION UNDER SECTION 509 (A)(2). THE FOND DU LAC AREA FOUNDATION AND THE SUPPORTING ORGANIZATIONS ARE ALSO EXEMPT FROM WISCONSIN INCOME TAXES. THE FOUNDATION HAS EVALUATED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE FOUNDATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE FOUNDATIONS FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE FOUNDATION HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2024. ALL YEARS NOT CLOSED BY THE STATUTE OF LIMITATIONS REMAIN OPEN FOR EXAMINATION BY TAX JURISDICTIONS. SCHEDULE D, PAGE 4, PART XI, LINE 2D FUNDRAISING 8,332 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING 8,332 CELEBRATION OF 16155 11762 4393 6728 1604 16155 11762 4393 6728 1604 8332 -3939 true AGNESIAN FOUNDATIONHOSPICE HOPE 430 E DIVISON ST FOND DU LAC WI 54935 391684956 3 10000 GENERAL SUPPORT ALDO LEOPOLD FOUNDATION E13701 LEVEE RD BARABOO WI 53913 391423225 3 17681 GENERAL SUPPORT ALZHEIMERS ASSOCIATION 225 N MICHIGAN AVE 17TH FLOOR CHICAGO IL 606017633 133039601 3 6000 GENERAL SUPPORT ASSOCIATION OF WISCONSIN ARTISTS N5972 GREY FOX TRL SULLIVAN WI 53178 396287533 3 5400 GENERAL SUPPORT BADGERLAND YOUTH FOR CHRIST 303 E 9TH ST FOND DU LAC WI 54935 237391603 3 27500 GENERAL SUPPORT BEAVER DAM ROTARY CLUB PO BOX 482 BEAVER DAM WI 53916 391374870 3 33340 GENERAL SUPPORT BEAVER DAM UNIFIED SCHOOL DISTRICT 400 E BURNETT STREET BEAVER DAM WI 53916 396031224 GOV 13939 GENERAL SUPPORT BLANDINE HOUSE 25 N PARK AVE FOND DU LAC WI 54935 237025601 3 50000 GENERAL SUPPORT BOYS & GIRLS CLUB 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GENERAL SUPPORT MEDICAL COLLEGE OF WISCONSIN PO BOX 26509 MILWAUKEE WI 532260509 390806261 3 20000 GENERAL SUPPORT MORAINE PARK FOUNDATION 235 N NATIONAL AVE FOND DU LAC WI 54935 510188166 3 55000 GENERAL SUPPORT MT CALVARY FIRE DEPARTMENT 999 FOND DU LAC ST FOND DU LAC WI 53057 134316596 GOV 25000 GENERAL SUPPORT NEW BEGINNINGS PREGNANCY CARE CENTE 365 E DIVISION STREET FOND DU LAC WI 54935 392007604 3 10000 GENERAL SUPPORT OAKFIELD AREA HISTORICAL SOCIETY 130 N MAIN ST OAKFIELD WI 53065 822822887 3 20000 GENERAL SUPPORT RAWHIDE BOYS RANCH E7475 RAWHIDE RD NEW LONDON WI 54961 391052471 3 20000 GENERAL SUPPORT REBUILDING TOGETHER--FOX VALLEY INC 100 W COLLEGE AVE 50F APPLETON WI 54911 392013200 3 7500 GENERAL SUPPORT ROSENDALE-BRANDON SCHOOL DISTRICT 300 W WISCONSIN ST ROSENDALE WI 54974 866004178 GOV 7500 GENERAL SUPPORT FOND DU LAC ROTARY CLUB CHARITIES PO BOX 182 FOND DU LAC WI 54936 391342747 3 25444 GENERAL SUPPORT SAMARITAN FREE CLINIC 430 E DIVISION STREET FOND DU LAC WI 54935 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THE NATIONAL STANDARDS PROGRAM REQUIRES A COMMUNITY FOUNDATION TO PROVIDE EXTENSIVE PROOF THAT IT IS IN LEGAL AND REGULATORY COMPLIANCE. THAT EVIDENCE OF COMPLIANCE IS THEN EVALUATED BY EXPERT PEER AND LEGAL REVIEWERS WHO HAVE BEEN RIGOROUSLY TRAINED AND TESTED, WHO ASK THE OBJECTIVE QUESTIONS, AND WHO CAN REQUEST AMENDMENTS TO SUBMITTED DOCUMENTATION. X 8 303651 NYSE VALUE false true false FORM 990, PAGE 6, PART VI, LINE 7A THE BOARD OF DIRECTORS OF THE FOND DU LAC AREA FOUNDATION SHALL HAVE NO MORE THAN 15 MEMBERS. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS EMAILED WITH PASSWORD PROTECTION TO ALL BOARD MEMBERS TO VIEW PRIOR TO FILING. A HARD COPY OF THE FORM 990 IS ALSO AVAILABLE FOR REVIEW. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL OR PERCEIVED CONFLICTS THAT OCCUR DURING BOARD MEETINGS. DISCLOSURES ARE DOCUMENTED IN THE BOARD MINUTES. MOST COMMON DISCLOSURE IS RELATED TO APPROVAL OF GRANTS. BOARD MEMBERS ABSTAIN ON ANY GRANT THEY HAVE A CONFLICT WITH AND THOSE ABSTENTIONS ARE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD USES THE ANNUAL NATIONAL COUNCIL ON FOUNDATIONS SURVEY FOR OFFICERS, CEO, KEY EMPLOYEES, OR EXECUTIVE DIRECTOR. THE DATA IS COMPILED FROM MORE THAN 300 COMMUNITY FOUNDATIONS. LOCAL SALARY DATA IS ALSO CONSIDERED. THE BOARD ALSO CONDUCTS AN ANNUAL EVALUATION OF JOB PERFORMANCE OF THE EXECUTIVE DIRECTOR. FORM 990, PAGE 6, PART VI, LINE 15B SALARIES ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ADDRESS SHOWN ON PAGE 1 OF FORM 990 SOPHIA TRANSFORMATIVE LEADERSHIP PARTNERS INC 384 N MAIN STREET FOND DU LAC WI 54935 721526171 SUP ORG. WI C3 12A FDL FDN false FOND DU LAC AREA REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC 1020 S MAIN ST - STE E FOND DU LAC WI 54935 853691296 SUP ORG. WI C3 12A FDL FDN true false false false false false false false false false false true false false true false false false false true FOND DU LAC AREA REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC S 1000 CASH AMOUNT SOPHIA TRANSFORMATIVE LEADERSHIP PARTNERS S 1000 CASH AMOUNT FOND DU LAC AREA REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC K 22625 CASH AMOUNT