COMMUNITY FOUNDATION OF GREATER MUSCATINE: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION OF GREATER MUSCATINE (EIN 42-1495980)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202133199349310898
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T12:20:18-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN421394940PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSON LOWER WHITLOW PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11805 STATE ST STE 201AddressLine1Txt
CityBETTENDORFCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52722ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN421495980EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION OF GREATERBusinessNameLine1Txt
Business Name Line2MUSCATINEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCOMMBusinessNameControlTxt
Phone5632643863PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1104 W SECOND STREETAddressLine1Txt
CityMUSCATINECityNm
State AbbreviationIAStateAbbreviationCd
ZIP52761ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICH DWYERPersonNm
Person TitleBOARD PRESIDENTPersonTitleTxt
Phone5632643863PhoneNum
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHPersonFirstNm
Person LastDWYERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARRY L ANDERSONPreparerPersonNm
PTINP00115583PTIN
Phone5633594757PhoneNum
Preparation2021-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerCHARLA SCHAFERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1104 W SECOND STAddressLine1Txt
CityMUSCATINECityNm
State AbbreviationIAStateAbbreviationCd
ZIP52761ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,861,349GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressMUSCATINECOMMUNITYFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1999FormationYr
Legal Domicile StateIALegalDomicileStateCd
Activity Or MissionTHE COMMUNITY FOUNDATION OF GREATER MUSCATINE'S MISSION IS TO ACTIVELY WORK TO IMPROVE THE QUALITY OF LIFE IN MUSCATINE COUNTY THROUGH PHILANTHROPY.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers167TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$28,875,967PYContributionsGrantsAmt
CY Contributions Grants$6,107,830CYContributionsGrantsAmt
PY Program Service Revenue$348,587PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,382,026PYInvestmentIncomeAmt
CY Investment Income$1,473,258CYInvestmentIncomeAmt
PY Other Revenue$197,224PYOtherRevenueAmt
CY Other Revenue$252,207CYOtherRevenueAmt
PY Total Revenue$30,803,804PYTotalRevenueAmt
CY Total Revenue$7,833,295CYTotalRevenueAmt
PY Grants And Similar Paid$8,611,213PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,808,922CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$251,080PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$343,319CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$927,974PYOtherExpensesAmt
CY Other Expenses$922,665CYOtherExpensesAmt
PY Total Expenses$9,790,267PYTotalExpensesAmt
CY Total Expenses$3,074,906CYTotalExpensesAmt
PY Revenues Less Expenses$21,013,537PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,758,389CYRevenuesLessExpensesAmt
Total Assets BOY$53,351,967TotalAssetsBOYAmt
Total Assets EOY$59,670,653TotalAssetsEOYAmt
Total Liabilities BOY$2,769,023TotalLiabilitiesBOYAmt
Total Liabilities EOY$491,434TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$50,582,944NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$59,179,219NetAssetsOrFundBalancesEOYAmt
MissionTHE COMMUNITY FOUNDATION OF GREATER MUSCATINE'S MISSION IS TO ACTIVELY WORK TO IMPROVE THE QUALITY OF LIFE IN MUSCATINE COUNTY THROUGH PHILANTHROPY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,615,960ExpenseAmt
Grant$1,808,922GrantAmt
Revenue$226,715RevenueAmt
DescGRANTS AND DONATIONS MADE TO CHARITABLE ORGANIZATIONS AND INDIVIDUALS WITHIN THE GREATER MUSCATINE AREA WHICH PROMOTES THE EXEMPT PURPOSE OF THE ORGANIZATION.Desc
Total Program Service Expenses$2,615,960TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstYes (true)ReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee8EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonVIVIAN JARDIMPersonNm
Phone5632643863PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1104 WEST 2ND STREETAddressLine1Txt
CityMUSCATINECityNm
State AbbreviationIAStateAbbreviationCd
ZIP52761ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
CHARLA SCHAFER
EXECUTIVE DI40.00Yes (X)$85,944$0$0
BOB BARRETT
BOARD MEMBER1.00$0$0$0Yes (X)
BRANDON BULLOCK
BOARD MEMBER1.00$0$0$0Yes (X)
NAOMI DEWINTER
BOARD MEMBER1.00$0$0$0Yes (X)
RICH DWYER
BOARD PRESID1.00Yes (X)$0$0$0Yes (X)
ANGELA JOHNSON
BOARD MEMBER1.00$0$0$0Yes (X)
CINDY MAYS
BOARD MEMBER1.00$0$0$0Yes (X)
BRETT NELSON
BOARD MEMBER1.00$0$0$0Yes (X)
KEITH PORTER
BOARD MEMBER1.00$0$0$0Yes (X)
JODI ROYAL-GOODWIN
BOARD MEMBER1.00$0$0$0Yes (X)
JAMES STEIN
BOARD MEMBER1.00$0$0$0Yes (X)
JESSICA SUSIE
BOARD MEMBER1.00$0$0$0Yes (X)
MICHAEL WILSON
BOARD MEMBER1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$85,944TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$6,107,830AllOtherContributionsAmt
Total Contributions$6,107,830TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$943,677TotalRevenueColumnAmt
Exclusion$943,677ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$189,000RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$189,000RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$189,000TotalRevenueColumnAmt
Related Or Exempt Func Income$189,000RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,557,635SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,028,054SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$529,581SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$529,581TotalRevenueColumnAmt
Exclusion$529,581ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Total Revenue Column$63,207TotalRevenueColumnAmt
Related Or Exempt Func Income$63,207RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$63,207OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,833,295TotalRevenueColumnAmt
Related Or Exempt Func Income$252,207RelatedOrExemptFuncIncomeAmt
Exclusion$1,473,258ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,351,886TotalAmt
Program Services$1,351,886ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$457,036TotalAmt
Program Services$457,036ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$85,944TotalAmt
Management And General$85,944ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$210,393TotalAmt
Management And General$210,393ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$21,515TotalAmt
Management And General$21,515ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$25,467TotalAmt
Management And General$25,467ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$34,083TotalAmt
Management And General$34,083ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$13,126TotalAmt
Management And General$13,126ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$41,151TotalAmt
Management And General$41,151ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$11,446TotalAmt
Management And General$11,446ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,849TotalAmt
Management And General$7,849ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PROGRAM EXPENSES$807,038$807,038
PROFESSIONAL ASSOCIATIONS$4,092$4,092
SUBSCRIPTIONS$3,575$3,575
MEALS & ENTERTAINMENT$305$305

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,074,906TotalAmt
Program Services$2,615,960ProgramServicesAmt
Management And General$458,946ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$34,546,245BOYAmt
EOY$33,329,613EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,948LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$10,948LandBldgEquipAccumDeprecAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$14,912,460BOYAmt
EOY$22,447,778EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$3,871,780BOYAmt
EOY$3,871,780EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$21,482BOYAmt
EOY$21,482EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$53,351,967BOYAmt
EOY$59,670,653EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$11,562BOYAmt
EOY$13,177EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$2,741,711BOYAmt
EOY$462,507EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$15,750BOYAmt
EOY$15,750EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,769,023BOYAmt
EOY$491,434EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,588,585BOYAmt
EOY$6,687,091EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$45,994,359BOYAmt
EOY$52,492,128EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$50,582,944BOYAmt
EOY$59,179,219EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$53,351,967BOYAmt
EOY$59,670,653EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$4,758,389ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,837,886NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,233,135CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,548,115CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,866,657CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,600,812CurrentTaxYearMinus1YearAmt
Current Tax Year$8,359,054CurrentTaxYearAmt
Total$38,607,773TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,233,135CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,548,115CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,866,657CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,600,812CurrentTaxYearMinus1YearAmt
Current Tax Year$8,359,054CurrentTaxYearAmt
Total$38,607,773TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$10,233,753SubstantialContributorsTotAmt
Public Support Total170$28,374,020PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$151,952CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$267,424CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$389,931CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$922,331CurrentTaxYearMinus1YearAmt
Current Tax Year$1,132,677CurrentTaxYearAmt
Total$2,864,315TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$8,224CurrentTaxYearMinus1YearAmt
Current Tax Year$63,207CurrentTaxYearAmt
Total$71,431TotalAmt
FieldValueIRS element (for citing)
Total Support$41,543,519TotalSupportAmt
Gross Receipts Rltd Activities$1,069,134GrossReceiptsRltdActivitiesAmt
Public Support CY1700.68300PublicSupportCY170Pct
Public Support PY1700.67120PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationOTHER INCOME 71,431ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held10DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$235,909DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$121,331DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$679,944DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,546,929BeginningYearBalanceAmt
Contributions$519,604ContributionsAmt
Investment Earnings Or Losses$1,725,414InvestmentEarningsOrLossesAmt
Grants Or Scholarships$643,285GrantsOrScholarshipsAmt
Other Expenditures$890,993OtherExpendituresAmt
End Year Balance$16,256,999EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,997,800BeginningYearBalanceAmt
Contributions$5,707,039ContributionsAmt
Investment Earnings Or Losses$1,821,485InvestmentEarningsOrLossesAmt
Grants Or Scholarships$544,451GrantsOrScholarshipsAmt
Other Expenditures$321,326OtherExpendituresAmt
Administrative Expenses$113,618AdministrativeExpensesAmt
End Year Balance$15,546,929EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,073,508BeginningYearBalanceAmt
Contributions$1,359,096ContributionsAmt
Investment Earnings Or Losses$353,584InvestmentEarningsOrLossesAmt
Grants Or Scholarships$364,170GrantsOrScholarshipsAmt
Other Expenditures$660,614OtherExpendituresAmt
Administrative Expenses$56,436AdministrativeExpensesAmt
End Year Balance$8,997,800EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,621,665BeginningYearBalanceAmt
Contributions$2,218,927ContributionsAmt
Investment Earnings Or Losses$811,227InvestmentEarningsOrLossesAmt
Grants Or Scholarships$504,276GrantsOrScholarshipsAmt
Other Expenditures$609OtherExpendituresAmt
Administrative Expenses$73,426AdministrativeExpensesAmt
End Year Balance$9,073,508EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,429,827BeginningYearBalanceAmt
Contributions$251,969ContributionsAmt
Investment Earnings Or Losses$5,110InvestmentEarningsOrLossesAmt
Grants Or Scholarships$12,200GrantsOrScholarshipsAmt
Administrative Expenses$15,632AdministrativeExpensesAmt
End Year Balance$1,659,074EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.18930BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.69850PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.11220TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
BUILDING$2,129,781
REAL ESTATE HELD FOR RESALE$1,741,999
FieldValueIRS element (for citing)
Total Book Value Program Rltd$3,871,780TotalBookValueProgramRltdAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$11,671,181TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,837,886NetUnrealizedGainsInvstAmt
Revenue Not Reported$3,837,886RevenueNotReportedAmt
Revenue Subtotal$7,833,295RevenueSubtotalAmt
Total Revenue Per Form990$7,833,295TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,074,906TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$3,074,906ExpensesSubtotalAmt
Total Expenses Per Form990$3,074,906TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationTHE FOUNDATION HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND THE CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. THE FOUNDATION EVALUATES THE TAX BENEFITS OF A TAX POSITION USING THE "MORE LIKE THAN NOT" THRESHOLD. AS OF DECEMBER 31, 2020, MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS AND RELATED TAX BENEFITS WHICH WOULD BE MATERIAL TO THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION FILES A U.S. FEDERAL INFORMATIONAL RETURN WHICH FOR FISCAL YEARS SUBSEQUENT TO 2016 ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (52 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmt
ALIGNED IMPACT MUSCATINE COUNTY
208 W 2ND STREET SUITE 201MUSCATINEIA52761420761080$21,880
BENTON COUNTY DISASTER RECOVERY COA
PO BOX 125VINTONIA523490125263381606$25,000
BETHANY FOR CHILDREN & FAMILIES
2195 E 53RD STDAVENPORTIA52807362166973$10,000
BIG BROTHERS BIG SISTERS OF MUSC CO
1823 LOGAN STREETMUSCATINEIA52761420680340$5,610
CHILD ABUSE COUNCIL
1600 MULBERRY AVENUEMUSCATINEIA52761362937848$16,182
CITY OF MUSCATINE
215 SYCAMORE STMUSCATINEIA52761426005008$271,250
CITY OF WAPELLO
335 NORTH MAIN STWAPELLOIA52653466005321$13,250
COLUMBUS COMMUNITY SCHOOLS
1208 COLTON STREETCOLUMBUS JUNCTIONIA52738426023720$6,250
COLUMBUS JUNCTION UNITED METHODIST
517 SECOND STCOLUMBUS JUNCTIONIA52738426079045$6,300
CROSSROADS INC
1424 HOUSER STMUSCATINEIA52761420951385$24,572
DIVERSITY SERVICE CENTER OF IOWA
1514 ISETT AVENUE 2MUSCATINEIA52761421515197$15,400
FIRST CHURCH UNITED - WEST LIBERTY
1100 N CALHOUN STWEST LIBERTYIA52776420990026$14,000
FRIENDS OF THE MUSCATINE ART CENTER
1314 MULBERRY AVENUEMUSCATINEIA52761426127725$5,200
GMG SCHOOL DISTRICT FOUNDATION
230 MAIN STREETGARWINIA50632421456543$60,350
GREATER CEDAR RAPIDS COMMUNITY FOUN
324 3RD ST SECEDAR RAPIDSIA52401426053860$80,000
GREATER MUSCATINE CHAMBER OF COMMER
100 W 2ND STREETMUSCATINEIA52761421468595$9,800
HOMETOWN PRIDE LOUISA COUNTY
24762 105TH STCOLUMBUS JUNCTIONIA52738825193619$9,751
INTERNATIONAL PEACE INSTITUTE
777 UNITED NATIONS PLAZA 4TH FLNEW YORKNY10017421311908$65,203
IOWA JOBS FOR AMERICA'S GRADUATES (
1111 9TH STREET STE 268DES MOINESIA50314421492988$12,000
LOUISA COUNTY COMMUNITY SERVICES
503 FRANKLIN STREET STE 1WAPELLOIA52653426005313$5,500
LOUISA COUNTY CONSERVATION
12635 COUNTY ROAD G56 SUITE 101WAPELLOIA52761272898184$5,700
LOUISA-MUSCATINE COMMUNITY SCHOOL D
14354 170TH STLETTSIA52754814015128$9,000
LUTHERAN SERVICES IN IOWA
2107 CEDAR STREETMUSCATINEIA52761420698267$13,550
MCSA - DOMESTIC VIOLENCE SHELTER
312 IOWA AVEMUSCATINEIA52761421367973$10,400
MUSCATINE ART CENTER SUPPORT FOUNDA
2389 LUCAS ROADMUSCATINEIA52761426005008$7,000
MUSCATINE CENTER FOR SOCIAL ACTION
312 IOWA AVEMUSCATINEIA52761421367973$100,545
MUSCATINE COMMUNITY YMCA
1823 LOGAN STREETMUSCATINEIA52761420680340$88,632
MUSCATINE COMMUNITY SCHOOL DISTRICT
2900 MULBERRY AVENUEMUSCATINEIA52761426038999$5,919
MUSCATINE COUNTY AREA HABITAT FOR H
PO BOX 49MUSCATINEIA52761421463081$7,300
MUSCATINE COUNTY ARTS COUNCIL
PO BOX 815MUSCATINEIA52761421495980$7,000
MUSCATINE SYMPHONY ORCHESTRA
PO BOX 573MUSCATINEIA52761760718452$6,655
MUSCATINE WELFARE ASSOCIATION
PO BOX 106MUSCATINEIA52761420791550$10,000
NAMI GREATER MISSISSIPPI VALLEY
1035 W KIMBERLY ROAD STE 4DAVENPORTIA52806421188963$19,000
PEARL CITY OUTREACH
513 MULBERRY AVENUEMUSCATINEIA52761421461110$13,000
RIDING FOR SUCCESS-
3011 BIDWELL RDMUSCATINEIA52761421495980$8,000
RIVER BEND FOODBANK
4010 KIMMEL DRIVEDAVENPORTIA52802421192837$12,500
ROBERT YOUNG CENTER
1616 CEDAR STREETMUSCATINEIA52761363678909$20,468
SALVATION ARMY MUSCATINE
1000 OREGON AVENUEMUSCATINEIA52761362167910$63,370
SENIOR RESOURCES INC
1808 MULBERRY AVEMUSCATINEIA52761421001870$31,155
SIMPSON MEMORIAL HOME - WILTON
307 OVESEN DRIVEWILTONIA52778420950871$6,551
TRINITY MUSCATINE PUBLIC HEALTH
1609 CEDAR STREETMUSCATINEIA52761420680337$15,300
UNITED WAY OF EAST CENTRAL IOWA
317 7TH AVE SE UNIT 401CEDAR RAPIDSIA52401420861239$20,000
UNITED WAY OF MUSCATINE
208 W SECOND STREETMUSCATINEIA52761420761080$57,935
UNITYPOINT HEALTH
PO BOX 5048ROCK ISLANDIL61204420680337$8,500
VISION 2020
1808 MULBERRY AVENUEMUSCATINEIA52761420761080$10,000
WAPELLO COMMUNITY SCHOOL DISTRICT
445 N CEDAR STREETWAPELLOIA52653426040312$9,574
WEST LIBERTY COMMUNITY SCHOOL DISTR
1103 N ELM STWEST LIBERTYIA527760228421381579$21,850
WEST LIBERTY DREAM CATCHERS
1330 100TH STREETWEST LIBERTYIA52776271292790$7,500
WEST LIBERTY HIGH SCHOOL
310 W MAXSONWEST LIBERTYIA52776421381579$8,050
WEST LIBERTY PUBLIC LIBRARY
400 N SPENCER STWEST LIBERTYIA52776426005362$21,139
WILTON COMMUNITY SCHOOL DISTRICT
1002 CYPRESS STWILTONIA52778426022097$5,200
YOUTH SPORTS FOUNDATION
2923 CEDAR STREETMUSCATINEIA52761391891264$9,900

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient177RecipientCnt
Cash Grant$457,036CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BTHE BOARD REVIEWS AND APPROVES FORM 990 PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 12COFFICERS DISCLOSE ANNUALLY THAT THERE ARE NO CONFLICTS.
FORM 990, PAGE 6, PART VI, LINE 15ABOARD REVIEWS AND APPROVES ALL SALARIES AND WAGES FOR THE FOUNDATION'S EXECUTIVE DIRECTOR.
FORM 990, PAGE 6, PART VI, LINE 15BEXECUTIVE COMMITTEE APPROVES ALL WAGES AND COMPENSATION FOR THE FOUNDATION'S EMPLOYEES.
FORM 990, PAGE 6, PART VI, LINE 19ALL GOVERNING DOCUMENTS, AUDITS, AND TAX FILINGS ARE AVAILABLE TO THE PUBLIC AT THE FOUNDATION OFFICE DURING NORMAL BUSINESS HOURS.

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