COMMUNITY FOUNDATION OF GREATER MUSCATINE: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION OF GREATER MUSCATINE (EIN 42-1495980)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202003219349319965
Schema version
2019v5.0
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)
Return2020-11-16T16:29:39-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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 Line1208 WEST 2ND STREET SUITE 213AddressLine1Txt
CityMUSCATINECityNm
State AbbreviationIAStateAbbreviationCd
ZIP52761ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICH DWYERPersonNm
Person TitleBOARD PRESIDENTPersonTitleTxt
Phone5632643863PhoneNum
Signature2020-11-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARRY L ANDERSONPreparerPersonNm
PTINP00115583PTIN
Phone5633594757PhoneNum
Preparation2020-11-16PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address170.178.234.105IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-16IPDt
IP Tm16:29:39IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id482EBC74D5391787CEBF8DDD5D4AE80C6F964551AtSubmissionCreationDeviceId
At Submission Filing Device IdC3503D1575A8199F699CED14201B6266E591ED3BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICH DWYERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1208 WEST 2ND STREET SUITE 213AddressLine1Txt
CityMUSCATINECityNm
State AbbreviationIAStateAbbreviationCd
ZIP52761ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$32,496,408GrossReceiptsAmt
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 Employee6TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$8,866,657PYContributionsGrantsAmt
CY Contributions Grants$28,875,967CYContributionsGrantsAmt
PY Program Service Revenue$394,326PYProgramServiceRevenueAmt
CY Program Service Revenue$348,587CYProgramServiceRevenueAmt
PY Investment Income$553,057PYInvestmentIncomeAmt
CY Investment Income$1,382,026CYInvestmentIncomeAmt
PY Other Revenue$94,500PYOtherRevenueAmt
CY Other Revenue$197,224CYOtherRevenueAmt
PY Total Revenue$9,908,540PYTotalRevenueAmt
CY Total Revenue$30,803,804CYTotalRevenueAmt
PY Grants And Similar Paid$1,909,851PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,611,213CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$242,204PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$251,080CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$406,454PYOtherExpensesAmt
CY Other Expenses$927,974CYOtherExpensesAmt
PY Total Expenses$2,558,509PYTotalExpensesAmt
CY Total Expenses$9,790,267CYTotalExpensesAmt
PY Revenues Less Expenses$7,350,031PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$21,013,537CYRevenuesLessExpensesAmt
Total Assets BOY$26,763,977TotalAssetsBOYAmt
Total Assets EOY$53,351,967TotalAssetsEOYAmt
Total Liabilities BOY$27,079TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,769,023TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$26,736,898NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$50,582,944NetAssetsOrFundBalancesEOYAmt
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$9,445,611ExpenseAmt
Grant$8,611,213GrantAmt
Revenue$348,587RevenueAmt
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$9,445,611TotalProgramServiceExpensesAmt
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 Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee6EmployeeCnt
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 Line1208 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)$82,000$0$0
NAOMI DEWINTER
BOARD MEMBER1.00$0$0$0Yes (X)
RICH DWYER
BOARD PRESID1.00Yes (X)$0$0$0Yes (X)
ROBERT JENSEN
BOARD MEMBER1.00$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)
BRIAN TREGO
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$82,000TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$28,875,967AllOtherContributionsAmt
Total Contributions$28,875,967TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM INCOMEDesc
Business900099BusinessCd
Total Revenue Column$348,587TotalRevenueColumnAmt
Related Or Exempt Func Income$348,587RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$348,587TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$733,331TotalRevenueColumnAmt
Exclusion$733,331ExclusionAmt

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$2,341,299SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,692,604SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$648,695SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$648,695TotalRevenueColumnAmt
Exclusion$648,695ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Total Revenue Column$8,224TotalRevenueColumnAmt
Related Or Exempt Func Income$8,224RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$8,224OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,803,804TotalRevenueColumnAmt
Related Or Exempt Func Income$545,811RelatedOrExemptFuncIncomeAmt
Exclusion$1,382,026ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$8,286,693TotalAmt
Program Services$8,286,693ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$324,520TotalAmt
Program Services$324,520ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$197,243TotalAmt
Management And General$197,243ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$15,914TotalAmt
Management And General$15,914ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$23,130TotalAmt
Management And General$23,130ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$14,793TotalAmt
Management And General$14,793ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,378TotalAmt
Management And General$18,378ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$22,377TotalAmt
Management And General$22,377ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$27,610TotalAmt
Management And General$27,610ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$11,563TotalAmt
Management And General$11,563ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,890TotalAmt
Management And General$3,890ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PROGRAM EXPENSES$834,398$834,398
SUBSCRIPTIONS$5,461$5,461
PROFESSIONAL ASSOCIATIONS$3,760$3,760
MEALS & ENTERTAINMENT$537$537

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,790,267TotalAmt
Program Services$9,445,611ProgramServicesAmt
Management And General$344,656ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$12,744,758BOYAmt
EOY$34,546,245EOYAmt
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$10,125,957BOYAmt
EOY$14,912,460EOYAmt

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$26,763,977BOYAmt
EOY$53,351,967EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$11,329BOYAmt
EOY$11,562EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
EOY$2,741,711EOYAmt

Deferred Revenue DeferredRevenueGrp

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

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$27,079BOYAmt
EOY$2,769,023EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,829,835BOYAmt
EOY$4,588,585EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$22,907,063BOYAmt
EOY$45,994,359EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,736,898BOYAmt
EOY$50,582,944EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,763,977BOYAmt
EOY$53,351,967EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$21,013,537ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,832,509NetUnrlzdGainsLossesInvstAmt
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$3,138,172CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,233,135CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,548,115CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,866,657CurrentTaxYearMinus1YearAmt
Current Tax Year$10,600,812CurrentTaxYearAmt
Total$33,386,891TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,138,172CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,233,135CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,548,115CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,866,657CurrentTaxYearMinus1YearAmt
Current Tax Year$10,600,812CurrentTaxYearAmt
Total$33,386,891TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$9,739,823SubstantialContributorsTotAmt
Public Support Total170$23,647,068PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$106,699CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$151,952CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$267,424CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$389,931CurrentTaxYearMinus1YearAmt
Current Tax Year$922,331CurrentTaxYearAmt
Total$1,838,337TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$8,224CurrentTaxYearAmt
Total$8,224TotalAmt
FieldValueIRS element (for citing)
Total Support$35,233,452TotalSupportAmt
Gross Receipts Rltd Activities$837,413GrossReceiptsRltdActivitiesAmt
Public Support CY1700.67120PublicSupportCY170Pct
Public Support PY1700.78810PublicSupportPY170Pct
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 8,224ExplanationTxt

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 Held9DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$101,582DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$37,325DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$615,230DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,250,689BeginningYearBalanceAmt
Contributions$114,286ContributionsAmt
Investment Earnings Or Losses$101,600InvestmentEarningsOrLossesAmt
Grants Or Scholarships$23,706GrantsOrScholarshipsAmt
Other Expenditures$49OtherExpendituresAmt
Administrative Expenses$12,993AdministrativeExpensesAmt
End Year Balance$1,429,827EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.13740BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.75090PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.11170TermEndowmentBalanceEOYPct
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$33,636,313TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,832,509NetUnrealizedGainsInvstAmt
Revenue Not Reported$2,832,509RevenueNotReportedAmt
Revenue Subtotal$30,803,804RevenueSubtotalAmt
Total Revenue Per Form990$30,803,804TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$9,790,267TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$9,790,267ExpensesSubtotalAmt
Total Expenses Per Form990$9,790,267TotalExpensesPerForm990Amt

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, 2019, 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 (49 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmt
AREA COMMUNITY FOUNDATION
704 S HOUSER STREETMUSCATINEIA52761510194902$12,000
MUSCATINE CENTER FOR SOCIAL ACTION
312 IOWA AVEMUSCATINEIA52761421367973$67,600
MUSCATINE FIRE DEPARTMENT
312 E 5TH STREETMUSCATINEIA52761426005008$20,000
MUSCATINE SYMPHONY ORCHESTRA
PO BOX 573MUSCATINEIA52761760718452$6,875
SENIOR RESOURCES
1808 MULBERRY AVEMUSCATINEIA52761421001870$11,900
UNITED WAY OF MUSCATINE
208 W SECOND STREETMUSCATINEIA52761420761080$17,025
PRESBYTERIAN CHURCH USA
100 WITHERSPOON STLOUISVILLEKY402021396236393377$1,130,103
STANLEY U OF I SUPPORT FOUNDATION
225 IOWA AVENUEMUSCATINEIA52761421186325$1,101,776
PEACE STUDIES PROGRAM GRINNELL
1118 PARK STREETGRINNELLIA50112420680387$734,517
UNIVERSITY OF IOWA FOUNDATION
PO BOX 4550IOWA CITYIA52244421129040$734,517
IOWA STATE UNIVERSITY FOUNDATION
2505 UNIVERSITY BLVDAMESIA50010421143702$550,888
IOWA COLLEGE FOUNDATION
505 5TH AVENUE 1034DES MOINESIA50309420745995$367,259
MUSCATINE COMMUNITY COLLEGE FOUNDAT
152 COLORADO STREETMUSCATINEIA52761420924364$367,259
AMERICAN SOCIETY OF CIVIL ENGINEERS
1801 ALEXANDER BELL DRIVERESTONVA20191521891243$146,904
GMG FOUNDATION
4215 HIGHWAY 146GRINNELLIA50113421308146$52,500
UNITY POINT HEALTH TRINITY MUSCATIN
1609 CEDAR STREETMUSCATINEIA52761420680337$50,000
MUSCATINE COMMUNITY Y
1823 LOGAN STREETMUSCATINEIA52761420680340$38,900
LOUISA COUNTY FAIR BOARD
101 FAIRGROUNDS ROAD PO BOX 147COLUMBUS JUNCTIONIA52738426075823$20,000
NAMI GREATER MISSISSIPPI VALLEY
1035 W KIMBERLY ROAD STE 4DAVENPORTIA52806421188963$19,000
FRUITLAND VOLUNTEER FIRE DEPARTMENT
PO BOX 96FRUITLANDIA52749454045985$18,140
ROBERT YOUNG CENTER
1616 CEDAR STREETMUSCATINEIA52761363678909$15,210
LUTHERAN SERVICES IN IOWA
2107 CEDAR STREETMUSCATINEIA52761420698267$15,050
TRINITY MUSCATINE PUBLIC HEALTH
1609 CEDAR STREETMUSCATINEIA52761420680337$15,000
MUSCATINE WELFARE ASSOCIATION
736 LAKE PARK BLVDMUSCATINEIA52761420791550$12,500
MUSCATINE POLICE DEPARTMENT
312 E 5TH STREETMUSCATINEIA52761426005008$10,000
SHOP WITH A COP
312 E 5TH STREETMUSCATINEIA52761426005008$10,000
VISION 2020
119 SYCAMORE STE 300MUSCATINEIA52761420761080$10,000
FAMILY RESOURCES INC
801 OREGON STREETMUSCATINEIA52761420698225$9,574
DIVERSITY SERVICE CENTER OF IOWA
1514 ISETT AVENUE 2MUSCATINEIA52761421515197$9,500
FRIENDS OF COLUMBUS JCT PUBLIC LIBR
232 SECOND STREETCOLUMBUS JUNCTIONIA52738421225175$9,500
FLICKINGER LEARNING CENTER
413 MULBERRY AVENUEMUSCATINEIA52761550870683$8,395
IMAGINATION LIBRARY OF MUSCATINE CO
208 W 2ND STREET STE 201MUSCATINEIA52761420761080$7,500
JUNIOR ACHIEVEMENT OF THE HEARTLAND
800 12TH AVENUEMOLINEIL61265362684253$7,500
MUSCATINE LEGAL SERVICES
122 E 2ND STREETMUSCATINEIA52761420960316$7,000
AMERICAN RED CROSS
1100 RIVER DRIVEMOLINEIL61265530196605$6,500
SALVATION ARMY MUSCATINE
1000 OREGON AVENUEMUSCATINEIA52761362167910$6,500
YOUTH SPORTS FOUNDATION
2923 CEDAR STREETMUSCATINEIA52761391891264$6,500
VISION TO LEARN
900 JACKSON STREET STE LL5-2CDUBUQUEIA52001453457853$6,200
REBUILDING TOGETHER
1424 B HOUSER STREETMUSCATINEIA52761208713352$6,000
MUSCATINE ART CENTER
1314 MULBERRY AVENUEMUSCATINEIA52761426005008$5,485
MCCORMICK THEOLOGICAL SEMINARY
5460 S UNIVERSITY AVECHICAGOIL60615362167802$367,259
AMERICAN COUNCIL OF ENGINEERING COM
1015 15TH ST NW 8TH FLOORWASHINGTONDC20005521140340$146,904
INSTITUTIE OF ELECTRICAL AND ELECTR
445 HOES LANEPISCATAWAYNJ08854237310664$160,004
NATIONAL SOCIETY OF PROFESSIONAL EN
1420 KING STREETALEXANDRIAVA22314526056276$146,904
INSTITUTE OF SOCIAL AND ECONOMIC DE
2210 GRAND AVEDES MOINESIA50132201037604$354,159
IOWA SISTER STATE COMMITTEE
1963 BELL AVEDES MOINESIA50315421266418$367,259
UNITED NATIONS ASSOCIATION OF THE U
20 E MARKET STREETIOWA CITYIA52245420869302$367,259
AMERICAN SOCIETY OF MECHANICAL ENG
1828 L STREET NW S510WASHINGTONDC20036131623899$146,904
IOWA ENGINEERING SOCIETY
1080 JORDAN CREEK PARKWAYDES MOINESIA50266421291574$367,259

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient140RecipientCnt
Cash Grant$324,520CashGrantAmt

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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