2016-12-21T10:52:07-06:00 2016-06-30 381357951 PLANTE & MORAN PLLC 10 S Riverside Plaza 9th Floor Chicago IL 60606 990 2015-07-01 363978733 THE DUPAGE COMMUNITY FOUNDATION DUPA 6306655570 3000 Woodcreek Drive No 310 downers grove IL 605155408 DAVID MCGOWAN PRESIDENT & CEO 6306655570 2016-12-14 1 Kimberly A Haumann P00546491 3122071040 2015 2017-02-10 21:41:12Z DUPAGE FOUNDATION DAVID MCGOWAN 3000 Woodcreek Drive No 310 downers grove IL 605155408 23092989 0 X www.dupagefoundation.org X 1986 IL TO FOSTER PHILANTHROPY, CONNECT DONORS TO AREA NEEDS, AND BUILD COMMUNITY PARTNERSHIPS 18 18 11 152 0 0 6510695 7299273 0 0 2412198 1622994 333589 85729 9256482 9007996 3598673 3672065 0 0 642844 719825 0 0 244399 680923 740807 4922440 5132697 4334042 3875299 62815765 64455964 12421503 11984061 50394262 52471903 VISION - THE DUPAGE COMMUNITY FOUNDATION SEEKS TO RAISE THE QUALITY OF LIFE THROUGHOUT DUPAGE COUNTY. MISSION - TO FOSTER PHILANTHROPY, CONNECT DONORS TO AREA NEEDS AND BUILD COMMUNITY PARTNERSHIPS. 0 0 3672065 3672065 105185 TO MAKE CHARITABLE GRANTS AND PROVIDE TECHNICAL ASSISTANCE TO NOT-FOR-PROFIT ORGANIZATIONS PRIMARILY FOR THE BENEFIT OF THOSE LIVING IN DUPAGE COUNTY AND TO CONNECT DONORS TO ORGANIZATIONS. SPECIAL AREAS OF FOCUS INCLUDE EARLY CHILDHOOD EDUCATION AND ARTS. 808436 SERVE AS A SOURCE OF INFORMATION ABOUT THE NEEDS OF DUPAGE COUNTY. 4480501 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 1 0 0 1 0 0 1 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 14 0 1 11 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X DAVID MCGOWAN PRESIDENT & ceo 6306655570 3000 Woodcreek Drive No 310 downers grove IL 605155408 Mr Stephen Burt Trustee, Chair 1.00 0.00 X X 0 0 0 Ms Denice Gierach Trustee, Vice Chair 1.00 0.00 X X 0 0 0 Mrs Joan Morrissey Trustee, Former Vice Chair 1.00 0.00 X X 0 0 0 Mr Ernest Mrozek Trustee, Secretary 1.00 0.00 X X 0 0 0 Mr Charles McKenna Trustee, Treasurer 1.00 0.00 X X 0 0 0 Ms Betsy Brosnan Trustee 1.00 0.00 X 0 0 0 Mr Phillip Cabrera Trustee 1.00 0.00 X 0 0 0 Mr Brett Dale Trustee 1.00 0.00 X 0 0 0 Ms Marilyn Gaston Trustee 1.00 0.00 X 0 0 0 Mr Christopher Janc Trustee 1.00 0.00 X 0 0 0 Mr William Kennedy Trustee 1.00 0.00 X 0 0 0 Ms Mary Kay Kluge Trustee 1.00 0.00 X 0 0 0 Mr Richard Kuhn Trustee 1.00 0.00 X 0 0 0 Mr Bruce Lee Trustee 1.00 0.00 X 0 0 0 Mr Dan Maguire Trustee 1.00 0.00 X 0 0 0 Mr Charles Mueller Trustee 1.00 0.00 X 0 0 0 Mr Nathaniel Wasson Trustee 1.00 0.00 X 0 0 0 Ms Joyce Webb Trustee 1.00 0.00 X 0 0 0 Mr Joseph Weidenbach Trustee 1.00 0.00 X 0 0 0 Mr Lemounte Coleman trustee 1.00 0.00 X 0 0 0 Mr David McGowan President & ceo 40.00 0.00 X 184806 0 23987 184806 0 23987 1 0 1 0 0 425480 6873793 2774185 7299273 983366 983366 14262900 380607 13594562 409317 668338 -28710 639628 639628 61658 425480 81114 -19456 -19456 ADMINISTRATIVE FEES 561000 105185 105185 105185 9007996 105185 0 1603538 3663065 3663065 9000 9000 184806 184806 415418 241290 42079 132049 13148 5286 4970 2892 19292 7756 7293 4243 44035 17702 16645 9688 43126 17337 16302 9487 15 15 26010 26010 190529 179484 11045 198646 180076 18570 56607 23743 3700 29164 20224 7360 7304 5560 49780 18930 18985 11865 58140 20700 24467 12973 2688 353 837 1498 13112 1872 914 10326 531 531 52995 20152 20211 12632 8124 3089 3098 1937 consulting 63306 63306 STAFF DEVELOPMENT 100 15 85 5132697 4480501 407797 244399 1813691 2455202 211239 185525 23866 31769 1588958 134532 1875386 1454426 58198752 59659664 692831 669378 62815765 64455964 264704 29776 12156799 11954285 12421503 11984061 X 8169503 7099481 7609264 8550245 34615495 36822177 50394262 52471903 62815765 64455964 3875299 -1797658 0 X 0 1 X 1 0 X 6361040 4618245 9090740 6510695 6944901 33525621 6361040 4618245 9090740 6510695 6944901 33525621 5945972 27579649 809588 686524 722977 930845 983366 4133300 77794 83250 108234 112920 105185 487383 38146304 1783123 0.72300 0.74080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 110 4469322 2722277 25112692 1 1 48523380 6824861 -145954 4690507 50511780 46549806 5576633 1071170 4674229 48523380 36258912 8668253 5683162 4060521 46549806 31780350 4359216 3322001 3202655 36258912 28112513 6321390 110373 2763926 31780350 0.10180 0.72900 0.16920 0 0 68860 68860 1369853 36638 1333215 150245 97894 52351 1454426 AGENCY FUNDS 11712752 ANNUITY PAYABLE 241533 11954285 X 7320162 -1797658 109824 -1687834 9007996 0 9007996 5242521 109824 109824 5132697 0 5132697 Part V, Line 4: THE FOUNDATION IS ENTRUSTED WITH CONTRIBUTIONS FROM DONORS AND WITH THE RESPONSIBILITY OF ALLOCATING THESE RESOURCES IN ACCORDANCE WITH DONOR INTENT AND COMMUNITY NEED. Part X, Line 2: Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Foundation and recognize a tax liability if the Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS or other applicable taxing authorities. Management has analyzed the tax positions taken by the Foundation and has concluded that as of June 30, 2016 and 2015, there are no uncertain positions. The Foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Part XI, Line 2d - Other Adjustments: FUNDRAISING EXPENSES 81,114. loss on disposal of property 28,710. Part XII, Line 2d - Other Adjustments: FUNDRAISING EXPENSES 81,114. loss on disposal of property 28,710. 0 0 0 0 0 0 0 0 0 Middle East and North Africa General Operating Expenses 9000 Wire Transfer 1 0 0 0 0 0 0 0 BENEFIT 487138 425480 61658 44719 6500 29895 487138 425480 61658 44719 6500 29895 81114 -19456 1 Advocate Charitable Foundation-Young Hearts for Life 1901 S Meyers Rd Ste 350 Oakbrook Terrace IL 60181 363602197 501(C)(3) 5000 Donor-Advised Atlas Network 1201 L Street NW Floor 2 Washington DC 20005 942763845 501(C)(3) 6000 Designated Bensenville School District 2 210 S Church Bensenville IL 60106 366004475 501(C)(3) 24000 Bright & Early DuPage Bridge Communities Inc 505 Crescent Blvd Suite E Glen Ellyn IL 60137 363705951 501(C)(3) 46000 Donor-Advised Care for Cars 2129 63rd St Downers Grove IL 60516 454967795 501(C)(3) 8000 Donor-Advised Catholic Charities Joliet Diocese 203 N Ottawa St Joliet IL 60432 362170817 501(C)(3) 13500 Donor-Advised Cato Institute 1000 Massachusetts Ave Washington DC 20001 237432162 501(C)(3) 23000 Donor-Advised College of DuPage Scholarships 425 Fawell Blvd Glen Ellyn IL 60137 237011835 501(C)(3) 16000 Scholarship Community Fellowship Church 28W240 North Ave West Chicago IL 60185 363884107 501(C)(3) 9000 Donor-Advised Central DuPage Pastoral Counseling Center 507A Thornhill Dr Carol Stream IL 60188 362883614 501(C)(3) 5590 Donor-Advised Chicago Symphony Orchestra 220 S Michigan Ave8th Floor Chicago IL 60604 362167823 501(C)(3) 250000 Donor-Advised Community Consolidated School District 93 230 Covington Dr Bloomingdale IL 60108 366004530 501(C)(3) 69852 PROGRAM SUPPORT Community Unit School District 200 130 W Park Ave Wheaton IL 60189 362739066 501(C)(3) 47936 PROGRAM SUPPORT Divine Infant Jesus Church 1601 Newcastle Ave Westchester IL 60154 362179791 501(C)(3) 10000 Donor-Advised Doctors Without Borders 333 7th Ave 2nd floor New York NY 10001 133433452 501(C)(3) 7500 Donor-Advised Donka Inc 400 N County Farm Road Wheaton IL 60187 363284578 501(C)(3) 11800 Bright & Early DuPage DuPage Children's Museum 301 N Washington St Naperville IL 60540 363565001 501(C)(3) 25000 PROGRAM SUPPORT DuPage Federation on Human Services Reform 246 E Janata Boulevard Suite 265 Lombard IL 60148 364197587 501(C)(3) 62000 PROGRAM SUPPORT DuPage Health Coalition 511 Thornhill Suite E Carol Stream IL 60188 364448208 501(C)(3) 20000 PROGRAM SUPPORT DuPage Homeownership Center 1600 E Roosevelt Rd Wheaton IL 60187 363770757 501(C)(3) 20000 PROGRAM SUPPORT DuPage Pads 601 W Liberty Dr Wheaton IL 60187 363675494 501(C)(3) 23000 PROGRAM SUPPORT Easter Seals DuPage & Fox Valley 830 S Addison Ave Villa Park IL 60181 362476388 501(C)(3) 15000 Bright & Early DuPage Ecumenical Adult Care 305 W Jackson Ave Naperville IL 60540 363239717 501(C)(3) 20000 PROGRAM SUPPORT Edison Middle School 1125 S Wheaton Ave Wheaton IL 60189 362739066 501(C)(3) 13750 PROGRAM SUPPORT Elgin Symphony Orchestra 20 DuPage Court Elgin IL 60120 363145577 501(C)(3) 6000 Spirit of Volunteerism ESSe Adult Day Services 515 S Wheaton Ave Wheaton IL 60187 363188585 501(C)(3) 6500 PROGRAM SUPPORT Family Focus Inc 310 S Peoria St Ste 404 Chicago IL 60607 362884042 501(C)(3) 10000 PROGRAM SUPPORT Family Shelter Service 605 E Roosevelt Rd Wheaton IL 60187 362883552 501(C)(3) 27637 General Endowment Foundation for Individual Rights in Education 510 Walnut St Ste 1250 Philadelphia PA 19106 043467254 501(C)(3) 17500 PROGRAM SUPPORT Franklin Middle School 211 E Franklin St Wheaton IL 60187 362739066 501(C)(3) 23745 PROGRAM SUPPORT Friends for Therapeutic Equine Activities PO Box 1636 Warrenville IL 60555 364095011 501(C)(3) 15000 PROGRAM SUPPORT Gateway Community Church 7104 McNeil Dr Austin TX 78729 742939937 501(C)(3) 20000 PROGRAM SUPPORT Giving DuPage 421 N County Farm Rd Rm 1-700 Wheaton IL 60187 262696088 501(C)(3) 7000 Special Initiative Global Foodbanking Network 203 N LaSalle St Suite 1900 Chicago IL 60601 204268851 501(C)(3) 17500 Field of Interest Hubble Middle School 3S600 Herrick Rd Warrenville IL 60555 362739066 501(C)(3) 13750 PROGRAM SUPPORT Illinois State University 101 HOVEY HALL CAMPUS BOX 2320 NORMAL IL 61790 376025713 501(C)(3) 8500 Scholarship Independent Institute 100 Swan Way Oakland CA 94621 943008370 501(C)(3) 20000 Scholarship Inner-City Muslim Action Network 2744 W 63rd St Chicago IL 60629 364167433 501(C)(3) 5000 PROGRAM SUPPORT Institute for Humane StudiesGeorge Mason University 3434 Washington Blvd MS 1C5 Arlington VA 22201 941623852 501(C)(3) 15000 PROGRAM SUPPORT Institute for Truth in Accounting 118 N Clinton St Suite 206 Chicago IL 60661 352185292 501(C)(3) 75000 Donor-Advised Iowa State UniversityOffice of Student Financial Aid 0210 Beardshear Hall Ames IA 50011 421143702 501(C)(3) 6500 Donor-Advised Jay Stream Middle School 283 El Paso Lane Carol Stream IL 60188 366004530 501(C)(3) 25000 PROGRAM SUPPORT Joliet Junior College Resource Development Office 1215 Houbolt Rd Joliet IL 60431 510176990 501(C)(3) 27000 PROGRAM SUPPORT King-Bruwaert House 6101 S County Line Rd Burr Ridge IL 60527 362167769 501(C)(3) 150000 PROGRAM SUPPORT Little Friends Inc 140 N Wright St Naperville IL 60540 362698644 501(C)(3) 15000 PROGRAM SUPPORT Living Well Cancer Resource Center 442 Williamsburg Avenue Geneva IL 60134 161727774 501(C)(3) 25000 Memorial Grant Loaves & Fishes Community Services 1871 High Grove Lane Naperville IL 60540 363786777 501(C)(3) 21500 Donor-Advised Lucy Burns Institute Inc 8383 Greenway Blvd Ste 600 Middelton WI 53562 208036372 501(C)(3) 5000 PROGRAM SUPPORT Manhattan Institute for Policy Research Inc 52 Vanderbilt Ave New York NY 10017 132912529 501(C)(3) 10000 PROGRAM SUPPORT Marquardt School District 15 1860 Glen Ellyn Rd Glendale Heights IL 60139 366004485 501(C)(3) 43260 PROGRAM SUPPORT Metropolitan Family Services DuPage 222 E Willow Avenue Wheaton IL 60187 362167061 501(C)(3) 151500 Donor-Advised Monroe Middle School 1855 Manchester Road Wheaton IL 60187 362739066 501(C)(3) 13750 PROGRAM SUPPORT Naperville CARES 618-B W 5th Ave Naperville IL 60563 364320818 501(C)(3) 9500 Spirit of Volunteerism National Alliance on Mental Illness DuPage 115 N County Farm Rd Wheaton IL 60187 363412057 501(C)(3) 23482 PROGRAM SUPPORT Navy Seal Foundation 1619 D St Virginia Beach VA 23459 311728910 501(C)(3) 15000 PROGRAM SUPPORT Neighborhood Food PantriesSt 427 W Army Trail Road Bloomingdale IL 60108 364301829 501(C)(3) 20000 PROGRAM SUPPORT Northern Illinois Food Bank 273 Dearborn Ct Geneva IL 60134 363203648 501(C)(3) 27900 PROGRAM SUPPORT OneWay Ministries PO Box 2211 Naperville IL 60567 311675712 501(C)(3) 35002 Donor-Advised Outreach Community Ministries 122 W Liberty Drive Wheaton IL 60187 237265066 501(C)(3) 40000 Donor-Advised Pacific Legal Foundation 930 G St Sacramento CA 95814 942197343 501(C)(3) 10000 PROGRAM SUPPORT People's Resource Center 201 S Naperville Road Wheaton IL 60187 363157600 501(C)(3) 27337 Donor-Advised Play For All Foundationco Wheaton Park District 855 W Prairie Ave Wheaton IL 60187 463862874 501(C)(3) 5000 Donor-Advised Princeton UniversityAnnual Giving PO Box 5357 Princeton NJ 08543 210634501 501(C)(3) 15000 Donor-Advised Ray Graham Assn for People with Disabilities 901 Warrenville Rd Lisle IL 60532 362411166 501(C)(3) 14600 Donor-Advised Samaritan Interfaith Counseling Center 1819 Bay Scott Circle Ste 109 Naperville IL 60540 362846570 501(C)(3) 15000 Donor-Advised Sharing Connections 5111 Chase Ave Downers Grove IL 60515 364363123 501(C)(3) 5670 Donor-Advised Stratford Middle School 251 Butterfield Dr Bloomingdale IL 60108 366004530 501(C)(3) 25000 Donor-Advised Teen Parent Connection 475 Taft Ave Glen Ellyn IL 60137 363387034 501(C)(3) 21156 Designated Timothy Christian Schools 1061 S Prospect Ave Elmhurst IL 60126 361870590 501(C)(3) 5000 PROGRAM SUPPORT Trinity Episcopal Church 130 N West Street Wheaton IL 60187 362170847 501(C)(3) 10500 Geyer IRA Tri-Town YMCA 1464 S Main Street Lombard IL 60148 362643097 501(C)(3) 14147 PROGRAM SUPPORT UCP Seguin of Greater Chicago 3100 S Central Avenue Cicero IL 60804 362894174 501(C)(3) 15000 PROGRAM SUPPORT University of Illinois at Chicago Office of Student Financial Aid MC 334 1200 W Harrison St Chicago IL 60607 376006007 501(C)(3) 6500 Scholarship University of Illinois at Urbana-Champaign Office -Student Financial Aid 620 E John St MC-303 Champaign IL 61820 376006004 501(C)(3) 14000 Scholarship Wellness House 131 N County Line Road Hinsdale IL 60521 363636933 501(C)(3) 46000 Donor-Advised Wheaton College 501 College Avenue Wheaton IL 60187 362182171 501(C)(3) 150000 Community Outreach for Developing Artists- Serving Musically Underserved Chi Wheaton Warrenville South High School 1993 Tiger Trail Wheaton IL 60189 362739066 501(C)(3) 24000 Donor-Advised Wyndemere Residents Association 200 Wyndemere Circle E317B Wheaton IL 60187 501(C)(3) 16000 Designated 360 Youth Services 1305 W Oswego Road Naperville IL 60540 362936229 501(C)(3) 18300 PROGRAM SUPPORT American Council on Science and health 1995 Broadway ste 202 new York NY 10023 132911127 501(C)(3) 5000 PROGRAM SUPPORT 80 0 PART 1, LINE TWO: AS PART OF THE GRANT AGREEMENT, GRANTEES ARE REQUIRED TO SUBMIT A REPORT THAT IDENTIFIES THE USAGE OF GRANT FUNDS ALONG WITH MEASURABLE OUTCOMES ON THE PROGRAMS THAT BENEFITED FROM THE FINANCIAL SUPPORT. GRANTS ARE NORMALLY AWARDED FOR ONE-TIME PROPOSED PROJECTS. THE RECIPIENT ORGANIZATION MUST ADHERE TO THE PROJECT DATES AND PROPOSAL, AS APPROVED BY THE GRANT COMMITTEE AND CONTACT FOUNDATION STAFF WITH ANY REVISIONS FOR APPROVAL. IN SOME CASES, THE GRANT AWARD MAY BE USED AS A CHALLENGE GRANT BY THE RECIPIENT ORGANIZATION OR MAY ONLY BE GIVEN AS A MATCH FOR ADDITIONAL PROJECT FUNDING. ALL GRANTEE ORGANIZATIONS ARE REQUIRED TO SUBMIT A COMPLETED FINAL REPORT UPON COMPLETION OF THEIR PROJECT OR WITHIN ONE YEAR, WHICHEVER COMES FIRST. THE FINAL REPORT ASKS THE FOLLOWING: 1. DESCRIPTION OF OUTCOMES ACHIEVED USING THE OUTCOME MEASURES TABLE FROM THE INITIAL APPLICATION. 2. HAS THE PROJECT DIFFERED IN EXECUTION FROM THE APPLICATION? 3. PROVIDE AN EXAMPLE THAT ILLUSTRATED WHAT YOU CONSIDER TO BE THE MOST SIGNIFICANT IMPACT ON THE LIVES OF THE INDIVIDUALS SERVED. 4. DESCRIPTION OF FUTURE PLANS FOR PROJECT'S SUSTAINABILITY X X X 0 0 0 0 0 0 0 0 0 Mr David McGowan President & ceo 171244 0 5000 0 8562 0 0 0 23987 0 208793 0 0 0 GEORGE GILKERSON FORMER TRUSTEE 60000 CONSULTING 0 DESCRIPTION OF TRANSACTIONS: A FORMER TRUSTEE ACTING AS A CONSULTANT PROVIDED $60,000 IN CONSULTING SERVICES FOR THE FOUNDATION YEAR ENDED JUNE 30, 2016. THE TRUSTEE DISCLOSED THE CONFLICT IN THEIR CONFLICT OF INTEREST FORM. X 34 2768776 AVERAGE HIGH/LOW X life insurance policy 1 5409 appraised value 1 0 1 0 Form 990, Part VI, Section B, line 11 THE BOARD OF TRUSTEES AND PRESIDENT ARE PROVIDED A COPY OF FORM 990 FOR REVIEW BEFORE FILING. THE PRESIDENT AND TREASURER SIGN OFF ON FORM 990. Form 990, Part VI, Section B, line 12c ANNUALLY, TRUSTEES, STAFF AND VOLUNTEERS ARE ASKED TO UPDATE SIGN, AND DATE THEIR CONFLICT OF INTEREST POLICY. Form 990, Part VI, Section B, line 15 THE PRESIDENT'S PERFORMANCE IS REVIEWED ANNUALLY. THE EXECUTIVE COMMITTEE MEETS IN EXECUTIVE SESSION TO REVIEW PERFORMANCE AND PROVIDE FEEDBACK TO THE CHAIR OF THE BOARD WHO CONDUCTS THE ACTUAL REVIEW. PERFORMANCE IS MEASURED IN TERMS OF OUTRIGHT AND DEFERRED GIFTS, WORK WITH PROFESSIONAL ADVISORS, BOARD AND COMMITTEE SUPPORT, STAFF LEADERSHIP, AND COMMUNITY LEADERSHIP. COMPARABILITY DATA for the president and other key employees COMES FROM THE COUNCIL ON FOUNDATIONS ANNUAL SALARY SURVEY and review of 990s from similar organizations. Form 990, Part VI, Section C, line 19 CONFLICT OF INTEREST POLICY - UPON REQUEST. FINANCIAL STATEMENTS - UPON REQUEST AND VIA THE FOUNDATION'S WEBSITE.