Private foundation
MEDFORD, WICity and state as stated on its FY2025 returnEIN Website
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $706,156 | $11,146,510 | $11,126,380 | $0 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 7% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| EAU CLAIRE COMMUNITY FOUNDATIONEAU CLAIRE, WI | CREATION OF DONOR ADVISED FUND | $10,929,359 | 2025 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ron Bakken | PRESIDENT | 1.00 | $0 |
| Melisa Hansen | VICE PRESIDENT | 1.00 | $0 |
| James Uhlir | SECRETARY/TREASURER | 1.00 | $0 |
| Erik Langfoss | MEMBER |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $0 |
| FY2024 | 990-PF | $669,148 | $530,034 | $489,963 | $10,454,766 | $10,454,766 |
| FY2023 | 990-PF | $870,315 | $469,895 | $437,228 | $9,539,080 | $9,539,080 |
| FY2022 | 990-PF | $12,949 | $123,701 | $188,547 | $8,768,070 | $8,768,070 |
| FY2022 | 990-PF | $1,136,314 | $486,058 | $459,624 | $9,334,676 | $9,334,676 |
| FY2021 | 990-PF | $562,766 | $314,078 | $284,244 | $10,352,479 | $10,352,479 |
| MATH MANIPULATIVES, ENRICHMENT OPPORTUNITIES, WRITING AND PROBLEM SOLVING, REGULATION TOOLS, SOCIAL EMOTIONAL GAMES AND BOOKS, EXERCISE MATS/WATERCOLOR PAINT SETS, LESSON BOARDS, MAKERSPACE RESOURCES, GREENHOUSE PROJECT, TITLE VI PROGRAM, CAMERAS AND STABILIZERS, BENCH GRINDERS, DRILL PRESSES, BAND SAWS, BUFFERS AND POLISHERS, MICROSCOPES AND DISHWASHER |
| $24,168 |
| 2023 |
| PHILLIPS SCHOOL DISTRICTPHILLIPS, WI | DK20A WITH AUTO-RELEASE FEATURE -AND STAND177, LEGO SPIKE PRIME CLASS PACK, SWIFT BINOCULARS, BOOKS, INSTRUMENTS, CRASH MATS AND COVERS | $15,430 | 2024 |
| EAU CLAIRE SCHOOL DISTRICTEAU CLAIRE, WI | EMERGENT READERS/SERIES, GRADUATE ASSISTANCE, OUTDOOR BEAUTIFICATION FOR AVID STUDENTS, DECODING BOOKS, INDUSTRIAL CABINET SAW | $13,520 | 2024 |
| MENOMONIE SCHOOL DISTRICTMENOMONIE, WI | POWERMATIC INDUSTRIAL GRADE PANEL SAW, CODRONE PRO SET AND STEM SPORT PACK, CANON EOS REBEL CAMERA, ZOOM LENS, PORTRAIT KIT | $13,318 | 2022 |
| PHILLIPS SCHOOL DISTRICTPHILLIPS, WI | LEGO ED SETS, CHESSBOARDS, BOOKS FOR PARENTS, GARMINS, TABLE TOP BUZZER SYSTEM, IPADS, 36" WIRELESS PRINTER, YOGA MATERIALS | $13,044 | 2023 |
| EAU CLAIRE SCHOOL DISTRICTEAU CLAIRE, WI | ART SUPPLIES, DRAMATIC PLAY RESOURCES, MAKERSPACE RESOURCES, MATH AND SCIENCE RESOURCES, GIRLS ON THE RUN, LIGHTING SYSTEM FOR PHOTOS, MATERIALS AND MANIPULATIVES, NATIVE AMERICAN RESOURCES, OSMO DEVICES AND KITS, ALTERNATIVE SEATING | $12,163 | 2023 |
| UW STOUTMENOMONIE, WI | SCHOLARSHIP | $12,000 | 2023 |
| NEW RICHMOND SCHOOL DISTRICTNEW RICHMOND, WI | LIBRARY BOOKS, DECODABLE READERS, EASY READERS, BOOK BOX SETS, TOOLKITS, CORRECTING LEARNING WRAPS, GENERATOR/DECHARGE ELECTRODE, IMAGINATIVE DESIGN TOOLS, STEM SKILLS WORKSTATION, GRAPHIC NOVELS | $10,648 | 2022 |
| REGIS CATHOLIC SCHOOLSEAU CLAIRE, WI | LIBRARY UPDATE SUPPLIES, MATH LEARNING SETS, HUMAN ANATOMY SETS/SUPPLIES, STETHOSCOPES, ROBOTICS KITS, CPR TRAINING DEVICE, AED TRAINING, ANTI-CHOCKING TRAINIER, STEAM ROBOTICS KITS, MAKEY MAKEY STEM PACK, JUMP BANDS | $10,434 | 2024 |
| EAU CLAIRE SCHOOL DISTRICTEAU CLAIRE, WI | CAMPING TABLES, BACKPACK, OUTDOOR SCIENCE EXPERIMENTS, ADAPTIVE ACADEMIC RESOURCES, BOOK STUDY BOOKS, HEADPHONES, PORTABLE WATER FILTRATION KITS | $10,312 | 2024 |
| RIVER FALLS SCHOOL DISTRICTRIVER FALLS, WI | TORMACH 15L SLANT PRO CNC LATHE | $10,000 | 2022 |
| PHILLIPS YOUTH BASEBALLPHILLIPS, WI | LIGHTING, WIFI/SPEAKER EQUIPMENT, AGGREGATE | $10,000 | 2024 |
| ST CROIX CENTRAL SCHOOL DISTRICTHAMMOND, WI | STEM ITEMS | $10,000 | 2022 |
| RIB LAKE SCHOOL DISTRICTRIB LAKE, WI | GREEN SCREENS WITH STANDS, PADCASTERS STUDIO, TOOL KIT, SMART LAB ARCHI TECH SMART HOUSE, GREEN ENERGY SNAP CIRCUITS, K'NEX, DASH ROBOTS, ROBO LAB VR EXPEDITIONS | $10,000 | 2022 |
| NEW RICHMOND SCHOOL DISTRICTNEW RICHMOND, WI | 2ND STEP CURRICULUM, DECODEABLE READERS, WHOLE PHONICS READERS, NUTRIPLAY FOOD FRENZY, LOOSE IN THE LAB, DIXIE CUPS AND CRAFT STICKS, SENSORY PADS, CHESSCLUB, ORCHESTRA | $9,987 | 2023 |
| CHEQUAMEGON SCHOOL DISTRICTPARK FALLS, WI | IPADS, TURNTABLE, DASH ROBOTS | $9,983 | 2022 |
| PABLO CENTER AT THE CONFLUENCEEAU CLAIRE, WI | MARKFORGED ONYX ONE 3D PRINTER, SPHERO BOLT POWER PACK, VEX V5 SUPER KIT, IPADS | $9,956 | 2022 |
| PABLO CENTER AT THE CONFLUENCEEAU CLAIRE, WI | MITTLER BROS 24" 1/8" BENCH TOP STRAIGHT BRAKE AND STAND, 3D PRINTER | $9,851 | 2023 |
| MEDFORD SCHOOL DISTRICTMEDFORD, WI | C-PEN READER/CASE, DRY ERASE BOARDS, LETTER BOARDS, POCKET WORKSHOP KIT, CUBE PLASTIC CHAIRS, COTS | $9,809 | 2023 |
| CARLETON A FRIDAY MEMORIAL LIBRARYNEW RICHMOND, WI | LITTLEBITS STEAM+ CODING CLASS PACK, MAGNET WALL KIT, SENSORY LAB, K'NEX, TAPESTRY LOOM, ROTARY CUTTER, STEAM BOOKS | $9,700 | 2022 |
| MEDFORD SCHOOL DISTRICTMEDFORD, WI | ELECTRIC VEHICLE TRAINING BOARD, IMPULS G3 RACE SYSTEM, BIKES, TOOL KITS AND STORAGE TOTES | $9,565 | 2024 |
| PHILLIPS SCHOOL DISTRICTPHILLIPS, WI | MICROSCOPES, COFFEE POT AND SUPPLIES, SPEAKERS | $9,152 | 2024 |
| PABLO CENTER AT THE CONFLUENCEEAU CLAIRE, WI | BATTERY SETS, CHARGERS, LAPTOP, HAMMER DRILL, RATCHET SET, JIG SAW, ROBOTICS PLATFORM AND PIT STRUCTURE | $9,094 | 2024 |
| EAU CLAIRE SCHOOL DISTRICTEAU CLAIRE, WI | WORK ACTIVITIES, SPANISH RESOURCES, PURPOSEFUL PLAY SETS, QBALLS AND COVERS, LITERACY ACTIVITIES, VINYL BANNERS, POSTERS AND BOOKS, CAST A LURE CURRICULUM, MEAL PREP AND PLANNING, CLICK AND GROW SMART GARDEN | $8,743 | 2022 |
| 1.00 |
| $0 |
| Al Leonard | MEMBER | 1.00 | $0 |
| Suzy Ocker | MEMBER | 1.00 | $0 |
| Larry Gee | MEMBER | 1.00 | $0 |
| Peggy Larson | MEMBER | 1.00 | $0 |
Only shared inboxes and organization phone lines that appear in public filings are shown here. Contact details for named individuals are never published, even though the filing itself is public.
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Jun 30, 2024IRS bulk XML
Filing id 202413549349100906
Form 990-PF · FY2023 · period ending Jun 30, 2023
Filing id 202343189349102084
Form 990-PF · FY2022 · period ending Jun 30, 2022
Filing id 202320819349100902
Form 990-PF · FY2022 · period ending Apr 30, 2022IRS bulk XML
Filing id 202232559349100508
Form 990-PF · FY2021 · period ending Apr 30, 2021
Filing id 202210119349100101
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.