2016-05-11T15:38:23-05:00 2015-06-30 450250958 EIDE BAILLY LLP 1545 ASSOCIATES DR STE 101 DUBUQUE IA 52002 990 2014-07-01 421526614 Community Foundation of Greater Dubuque COMM 5635882700 700 Locust Street No 195 Dubuque IA 52001 Nancy Van Milligen President/CEO 5635882700 2016-05-10 1 Carmen Krantz P00031958 5635561790 2016-05-10 2014 2016-08-17 19:52:53Z Nancy Van Milligen 700 Locust Street No 195 Dubuque IA 52001 51846207 0 X www.dbqfoundation.org X 2001 IA To support scientific, educational, and charitable activities in the Greater Dubuque Area 15 15 28 15 0 0 9140171 10448538 45833 185310 3284566 5120638 0 628098 12470570 16382584 3706745 4003204 0 0 840007 1098788 0 0 72702 1219288 1176358 5766040 6278350 6704530 10104234 57529774 65416606 8700389 9677723 48829385 55738883 X The Community Foundation of Greater Dubuque grows philanthropy to improve life in Northeast Iowa by serving donors, strengthening nonprofits and leading collaborative initiatives to address community needs. 0 0 4948741 4003204 813408 The Community Foundation of Greater Dubuque works to improve the quality of life in the region by serving donors, making grants and providing community leadership through collaboration and convening. The region includes metro Dubuque and Dubuque County as well as Allamakee, Clayton, Delaware, Jackson and Jones counties.In serving donors, the Community Foundation personally advises individuals, families, corporations, and non-profit groups about how to build both endowments and non-endowed or project funds to serve the charitable needs of the community effectively and efficiently.In making grants, the Community Foundation seeks to be a hub for community knowledge and then advises individuals, families, and corporations as they make grants in the community. In addition, the Community Foundation hosts and administers the following annual grantmaking programs: Community Impact, Theisens More for Your Community Grants, YAPPERS grants, Women's Giving Circle Grants and Mediacom grants. We also assist in the grantmaking process for the counties of Jackson, Delaware, Allamakee, and Jones. The State of Iowa awards money to counties that do not have gaming institutions. Part of the money goes into a permanent endowment and part goes to grantmaking for the county.In providing community leadership through collaboration and convening, the Community Foundation gathers data about urgent and emerging needs in the community. The Community Foundation then convenes stakeholders by facilitating meetings, educational opportunities and programs which encourage convening and collaboration including Every Child Every Promise, Inclusive Dubuque, Speak Your Peace, Green and Healthy Home Initiative and Project Hope. 4948741 1 1 0 1 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 26 0 1 28 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 15 15 1 0 1 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 0 0 X X Community Foundation of Greater Dubuque 5635882700 700 Locust Street Ste 195 Dubuque IA 52001 Brian Kane Chair 1.00 X X 0 0 0 Chad Chandlee Vice Chair 1.00 X X 0 0 0 John O'Connor Vice Chair until Nov 2014 1.00 X X 0 0 0 Teri Zuccaro Treasurer 1.00 X X 0 0 0 Ken Furst Secretary 1.00 X X 0 0 0 Phillip Ruppel Director 1.00 X 0 0 0 Tim Conlon Director 1.00 X 0 0 0 Charlie Glab Director 1.00 X 0 0 0 Jeanne Lauritsen Director 1.00 X 0 0 0 Jane Hasek Director 1.00 X 0 0 0 Sarah Harris Director 1.00 X 0 0 0 Ed Alt Director 1.00 X 0 0 0 Terry Friedman Director 1.00 X 0 0 0 Robert Hoefer Director 1.00 X 0 0 0 Mark Willging Director 1.00 X 0 0 0 Keith Kramer Director 1.00 X 0 0 0 Jim Theisen Director until Nov 2014 1.00 X 0 0 0 William Klauer Director until Nov 2014 1.00 X 0 0 0 Jesus Aviles Director until Feb 2015 1.00 X 0 0 0 Nancy Van Milligen President/CEO 40.00 1.00 X 128251 0 6413 Tina Hyde Director of Finance until June 2015 40.00 X 36127 0 5731 164378 0 12144 1 0 0 0 0 319328 936274 9192936 433271 10448538 Service fee income 900099 181471 181471 Supporting revenue 900099 3839 3839 185310 998146 998146 39586115 35463623 4122492 4122492 4122492 Litigation settlement 900099 628098 628098 628098 16382584 813408 0 5120638 3771328 3771328 231876 231876 230004 184004 46000 743525 243980 479021 20524 9571 4467 5104 45094 1913 43181 70594 18450 47225 4919 18751 18751 22993 22993 1467 1467 174258 174258 338636 312610 26026 115431 58917 56514 26819 7589 19230 31546 1458 30088 18515 2379 16136 15581 4215 11366 6295 5036 1259 50600 50600 96717 91986 4731 Special Event expenses 158714 155265 3449 Board and staff develop 59906 22960 36946 McCarthy Center expense 15768 2198 13570 Memberships and publica 7211 7211 17150 17150 6278350 4948741 1256907 72702 182406 4158053 1398882 3202446 2508 21505 8377 696032 243054 466406 452978 54717769 56992244 742806 600000 57529774 65416606 160731 136507 196195 390790 8343463 9150426 8700389 9677723 X 47053309 54658085 1010672 218544 765404 862254 48829385 55738883 57529774 65416606 X 10104234 -3195476 740 X 0 1 X 1 0 X 7596371 6534658 10732491 9140171 10448538 44452229 7596371 6534658 10732491 9140171 10448538 44452229 6290175 38162054 472651 608172 804943 832921 998146 3716833 48169062 934537 0.79230 0.78410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1467 1467 0 Part II-B, Line 1: Payment to Van Scoyoc Associates for lobbying. VSA is an independent lobbying firm that promotes legislation. 143 635 2028708 4762499 2039569 3049482 18892666 36587877 1 1 37322784 6123289 1572588 2309605 42709056 29101927 4706023 5437273 1922439 37322784 20162203 7062983 3215018 1338277 29101927 18285156 3321896 -312020 1132829 20162203 14068360 2544038 2654661 981903 18285156 0.02020 0.97980 0.00000 0 0 444644 65831 378813 251388 177223 74165 452978 Deferred compensation payable 89980 Amounts due under annuity agreement 48013 Funds held for others 9012433 9150426 X 13116855 -3195476 103265 740 -3091471 16208326 174258 174258 16382584 6207357 103265 103265 6104092 174258 174258 6278350 Part V, Line 4: Earnings on endowments are used for charitable purposes. Part X, Line 2: The Foundation is a nonprofit organization as described in Section 501(c)(3) of the Internal Revenue Code and is exempt from federal and state taxes. The Foundation, however, if it should receive any unrelated business income would not be exempt from taxation on such income. Part XI, Line 2d - Other Adjustments: Chg in value of split-interest agreements incl in revenue per financial stmt 740. 1 Albrecht Acres Foundation 150 JFK Rd Dubuque IA 52002 421125110 501(C)(3) 5730 General Support Allamakee Community School District 1061 3rd Ave NW Waukon IA 52172 426036591 City of Allamakee 30600 General Support and Music and Arts Program Allamakee County Conservation Board PO Box 278 Harpers Ferry IA 52146 426005341 501(C)(3) 10000 2015 ACCF Grant Allamakee County New Beginnings 325 Washington St Decorah IA 52101 262480557 501(C)(3) 27800 The Iowa Food Hub poultry project Allamakee Dollars for Scholars 325 Washington St Decorah IA 52101 411664039 501(C)(3) 5160 Educational American Cancer Society Iowa Hope Lodge 4080 - 1st Ave NE Ste 101 Cedar Rapids IA 52402 131788491 501(C)(3) 17370 Community Support Anamosa Community School District 200 S Garnavillo Anamosa IA 52205 426036591 City of Anamosa 27000 Jones County Grant Apufram International PO Box 10085 Russellville AR 72812 270493212 501(C)(3) 9000 General support Aquinas Communications Inc PO Box 3306 Dubuque IA 52004 464382718 501(C)(3) 10000 Bellowing Ox Radio Archdiocese of Dubuque 1229 Mt Loretta Ave Dubuque IA 52002 420680409 501(C)(3) 27200 2014 annual gift, general support, prison ministry Beckman High School 1325 9th St SE Dyersville IA 52040 420923753 501(C)(3) 7800 General Support Bell Tower Theater and Event Center 2728 Asbury Rd Dubuque IA 52001 870690005 501(C)(3) 47979 Grants 2 Green - 1st half payment, general support Bellevue Community School District 1601 State Street Bellevue IA 52031 420862704 City of Bellevue 8170 General Support Boys and Girls Club of Greater Dubuque 1299 Locust St Dubuque IA 52001 420710263 501(C)(3) 50360 2014 annual gift, general support, annual gift, gift of hope program Camp Albrecht Acres PO Box 50 Sherrill IA 52073 421125110 501(C)(3) 7052 General Support, special need children Dubuque Camp Courageous of Iowa PO Box 418 Monticello IA 523100418 237210932 501(C)(3) 27882 Community grant Cardinal Elementary School Maquoketa 1003 E Pershing Rd Maquoketa IA 52060 426037701 City of Maquoketa 7500 Cardinal Backpack Club Catholic Hispanic Social Services Diocese of Venice Fort Myers FL 33916 592473176 501(C)(3) 6000 General Support City of Dubuque 50 W 13th St Dubuque IA 52001 426004596 City of Dubuque 39500 Dubuque Works Grant City of Monticello 200 E 1st St Monticello IA 52310 426004981 City of Monticello 5290 Community Grant Clarke University 1550 Clarke Dr Dubuque IA 52001 420680408 501(C)(3) 48740 Into the Streets, general support Coalition of Immokalee Workers PO Box 603 Immokalee FL 34143 650641010 501(C)(3) 6500 Community Grant Colts Youth Organization 1101 Central Ave Dubuque IA 520015016 421057444 501(C)(3) 13114 General Support, Annual Appeal, Special Fund Drive, GGD 15 Compass to Care 900 Jackson St Dubuque IA 52001 270885690 501(C)(3) 14711 Spring breakfast benefit Covenant House Florida PO Box 39282 Ft Lauderdale FL 333390282 592323607 501(C)(3) 6000 General Support Crescent Community Health Center 1789 Elm St Suite A Dubuque IA 52001 481302204 501(C)(3) 116010 General Support Cretin-Derham Hall High School 550 South Albert Street St Paul MN 55116 411570394 501(C)(3) 10000 Gretchen S. Pollei Scholarship Fund Delaware County Economic Development 200 E Main St Manchester IA 52057 421298348 501(C)(4) 8000 General Support Divine Word College PO Box 380 Epworth IA 520450380 420788226 501(C)(3) 12000 Student health needs, general support Dubuque Arboretum 3800 Arboretum Dr Dubuque IA 52001 421160989 501(C)(3) 8165 Environmental, general support Dubuque Chorale 900 Jackson St Ste LL5-2D Dubuque IA 52001 205778500 501(C)(3) 5021 Mediaom arts and culture, general support Dubuque Community School District 2300 Chaney Rd Dubuque IA 52001 426001531 City of Dubuque 29342 Instruments, promising futures fund, re-engagement center Dubuque Community Y 35 North Booth St Dubuque IA 52001 420934471 501(C)(3) 23305 Community support Dubuque Community YMCAYWCA Victim Services Shelter 35 N Booth St Dubuque IA 52001 420934471 501(C)(3) 21174 General Support Dubuque County Early Childhood 2310 Chaney Road Dubuque IA 52001 208792057 501(C)(3) 8000 Community Support Dubuque County Historical Society 350 E Third St Dubuque IA 52001 426072050 501(C)(3) 12770 General Support Dubuque County Right To Life 2205 Carter Road Dubuque IA 52001 421270933 501(C)(3) 18700 General Support Dubuque Food Pantry 1598 Jackson Street Dubuque IA 52001 421310910 501(C)(3) 5260 General Support Dubuque Humane Society 4242 Chavenelle Rd Asbury IA 52002 426039535 501(C)(3) 31804 General support, animal resource center - Kinsey's Campus Dubuque Mercy Health Foundation 250 Mercy Drive Dubuque IA 52001 262227941 501(C)(3) 8568 eneral support, new smocks for volunteers Dubuque Museum of Art 701 Locust Street Dubuque IA 52001 421071185 501(C)(3) 28410 General support, year end appeal, student in sight gallery Dubuque Rescue Mission PO Box 147 Dubuque IA 520040147 420844836 501(C)(3) 53278 General support, community impact award Dubuque Symphony Orchestra 2728 Asbury Rd Ste 900 Dubuque IA 52001 237429727 501(C)(3) 109012 General supprt, annual appeal, mediacom arts and culture Ecumenical Housing Inc 1229 Mount Loretta Avenue Dubuque IA 52003 420958666 501(C)(3) 50000 General Support Elkader Historical Society 508 High St NE Elkader IA 52043 421119953 501(C)(3) 5600 Community Support Ewalu Camp and Retreat Center 37776 Alpha Avenue Strawberry Point IA 52076 420865245 501(C)(3) 6130 General support Family Resources 2800 Eastern Ave Davenport IA 52803 420698225 501(C)(3) 6750 Parenting Education and Child Abuse Prevention Finley Health Foundation 350 N Grandview Ave Dubuque IA 52001 421286953 501(C)(3) 42174 Capital Fund Drive, currents of care campaign, general support Flames of Love International Ministries 8616 Arboleda Street El Paso TX 79907 742374868 501(C)(3) 83500 General Support Food for the Poor PO Box 979001 Coconut Creek FL 330979970 592174510 501(C)(3) 6000 General Support Fort Myers Rescue Mission 6900 Mission Lane Fort Myers FL 33916 592469860 501(C)(3) 6000 General Support Four Mounds Foundation 4900 Peru Rd Dubuque IA 52001 421265303 501(C)(3) 37290 2014 Grants to Green Award, general support Four Oaks of Dubuque 180 W 15th St Dubuque IA 520014809 420998726 501(C)(3) 11500 Commit to a Child Campaign Friends of Jackson County Conservation 18670 - 63rd St Maquoketa IA 52060 421521029 501(C)(3) 9250 Community Support Friends of the Dubuque County Conservation Board 13606 Swiss Valley Road Peosta IA 52068 201592158 501(C)(3) 12750 General Support Genesis Development 1809 West 2nd Ave Indianola IA 50125 237363533 501(C)(3) 6500 Theisens More for your Community grant Green Dubuque Inc 3395 Ashley Ln Dubuque IA 52002 262172211 501(C)(3) 19250 Community grant Guttenberg Municipal Hospital PO Box 550 Guttenberg IA 520520550 426038728 City of Guttenberg 25000 Guttenberg Municipal Hospital Decades of Care Fund Harry Chapin Food Bank 3760 Fowler St Ft Myers FL 33901 592332120 501(C)(3) 6000 General Support Hillcrest Family Services 2005 Asbury Rd Dubuque IA 52001 420680411 501(C)(3) 45405 Community Support Hills and Dales Child Development Center 1011 Davis St Dubuque IA 52001 421388270 501(C)(3) 59552 General Support Hispanic Ministry 1425 Iowa Street Dubuque IA 52001 420680409 501(C)(3) 6500 General Support Holy Family Catholic Schools 2005 Kane St Dubuque IA 520010538 420792429 501(C)(3) 97962 General Support Hope for Haiti 1021 5th Avenue North Naples FL 34102 593564329 501(C)(3) 6000 General Support Hospice of Dubuque 1670 John F Kennedy Road Dubuque IA 52002 421205973 501(C)(3) 16053 Community Support Immaculate Heart of Mary Church PO Box 309 Houston MS 388510309 530196617 501(C)(3) 6500 General Support Iowa College Access Network 1770 Boyson Road Hiawatha IA 52233 270915418 501(C)(3) 5900 Community Support Iowa JAG Inc Grimes Building 3rd Floor Des Moines IA 50319 421492988 501(C)(3) 8000 Community Impact Award IWLC - Iowa Women Lead Change 200 - 1st St SE Ste 2100 Cedar Rapids IA 52401 452932668 501(C)(3) 7500 General Support Jackson County Conservation 18670 - 63rd St Maquoketa IA 52060 426004923 501(C)(3) 10269 General Support Jones Regional Medical Center 1795 Hwy 64 East Anamosa IA 52205 421487967 501(C)(3) 28000 General Support Julien Dubuque International Film Festival 467 Bluff Street Dubuque IA 52001 264261800 501(C)(3) 5750 General Support Junior Achievement of Eastern Iowa Inc 324 3rd St SE Suite 200 Cedar Rapids IA 52401 420919209 501(C)(3) 6700 Junior Achievement Programs Junior Achievement of the Heartland 800 - 12th Ave Moline IL 61265 362684253 501(C)(3) 10420 Junior Achievement Programs Klarifly Foundation 350 N Grandview Ave Dubuque IA 52001 455361915 501(C)(3) 10000 General Support Lansing Fire Department PO Box 57 Lansing IA 52151 391872357 501(C)(3) 7505 Community Support City of Anamosa 107 South Ford Street Anamosa IA 52205 426004229 City of Anamosa 8000 Jones County Grant Le Bonheur Children's Hospital Foundation 850 Poplar Avenue Bld 2 Memphis TN 38105 621872938 501(C)(3) 30000 General Support Little Sisters of the Poor Chicago Province Inc 80 West Northwest Highway Palatine IL 60067 510187829 501(C)(3) 9000 General Support Loras College 1450 Alta Vista Dubuque IA 520040178 420680412 501(C)(3) 247180 General Support - Loras Wrestling Luther Manor 3131 Hillcrest Road Dubuque IA 52001 420713635 501(C)(3) 24337 General Support Manchester Good to Great Committee - Greater Delaware County Comm 106 McCarren Drive Manchester IA 52057 421045184 501(C)(3) 25000 Community Support Maquoketa Betterment Corp 112 North Main St Maquoketa IA 52060 421270680 501(C)(3) 5400 Community Grant Maquoketa Community Cupboard 902 W Platt Maquoketa IA 52060 421269332 501(C)(3) 6700 Community Support Maquoketa Community Schools 612 S Vermont St Maquoketa IA 52060 426037701 City of Maquoketa 18351 General Support Marquette Catholic Schools 403 Park Street Bellevue IA 52031 420955523 501(C)(3) 83158 Playground equipment Maryknoll Fathers and Brothers PO BOX 302 Maryknoll NY 105459989 131740144 501(C)(3) 31500 General Support Mary's Inn Maternity Home PO BOX 302 Maryknoll NY 105459989 364768362 501(C)(3) 37600 General Support Mercy Medical Center 250 Mercy Drive Dubuque IA 52001 311373080 501(C)(3) 7727 ICU Campaign Monticello School District Foundation 711 South Maple St Monticello IA 52310 421313635 501(C)(3) 8670 General Support Mount St Francis Sisters of St Francis 3390 Windsor Ave Dubuque IA 520011311 420757421 501(C)(3) 7100 General Support Mt Pleasant Home 1695 Mount Pleasant St Dubuque IA 520014209 420698197 501(C)(3) 14652 General Support Multicultural Family Center 1157 Central Ave Dubuque IA 52001 270751743 501(C)(3) 20751 General Support National Mississippi River Museum & Aquarium 350 East 3rd Street Dubuque IA 52001 426072050 501(C)(3) 120295 General Support Northeast Iowa Community College Foundation 10250 Sundown Road Peosta IA 520689703 421178729 501(C)(3) 18120 General Support Northeast Iowa Food Bank PO Box 2397 Waterloo IA 50703 421169648 501(C)(3) 10500 Mobile Food Pantry Program Northeast Iowa School of Music 2728 Asbury Rd Ste 200 Dubuque IA 52001 421510485 501(C)(3) 6744 General Support Ohnward Fine Arts Center 1215 E Platt St Maquoketa IA 52060 421507636 501(C)(3) 6114 General Support Opening Doors (Maria House & Teresa Shelter) 1561 Jackson St Dubuque IA 520014904 421490364 501(C)(3) 41555 General Support Order of St Camillus Foundation 10200 W Blue Mound Rd Wauwatosa WI 53226 391925879 501(C)(3) 6000 General Support Our Lady of the Mississippi Abbey 8400 Abbey Hill Lane Dubuque IA 520039576 420878319 501(C)(3) 7000 General Support Our Lady of the Sioux Church PO Box 140 Oglala SD 57764 530196617 501(C)(3) 6500 General Support City of Oxford Junction PO Box 374 Oxford Junction IA 52323 426005108 City of Oxford 7500 Community Support Phoenix Children's Hospital Foundation 2929 E Camelback Rd Suite 122 Phoenix AZ 85016 742421549 501(C)(3) 10000 Phoenix Children's Hospital Foundation Piarist School Highway 80 Martin KY 41649 472167229 501(C)(3) 11500 General Support City of Postville PO Box 242 Postville IA 52162 426005131 City of Postville 20000 Postville Public Library roof replacement Presentation Lantern 900 Jackson St Suite LL5-1 Dubuque IA 52001 134224124 501(C)(3) 7789 General Support Preston Public Library 1 W Gillet Preston IA 52069 426005133 City of Preston 6085 Community Support Project Concern 1789 Elm St Ste B Dubuque IA 52001 421298833 501(C)(3) 23868 General Support Regional Medical Center 709 West Main St Manchester IA 52057 426037649 501(C)(3) 8333 Community Support ResourcesUnite 2728 Asbury Road Dubuque IA 52001 364761269 501(C)(3) 17500 General Support Riverview Center Inc 2728 Asbury Road Dubuque IA 52001 363920008 501(C)(3) 5750 Raise awareness of sexual assault Riverview Center 2600 Dodge St Dubuque IA 52002 363920008 501(C)(3) 8150 General Support School Sisters of St Francis 3902 N Ridgeway Ave Chicago IL 60618 391594407 501(C)(3) 6500 Education Needs Children Shalom Retreat Center 1001 Davis St Dubuque IA 52001 420757421 501(C)(3) 33283 General Support Sisters of Charity BVM 1100 Carmel Drive Dubuque IA 520040858 521235775 501(C)(3) 28009 General Support Sisters of the Presentation of the BVM 2360 Carter Road Dubuque IA 52001 420681050 501(C)(3) 42791 General Suuport Solidarity Bridge 1577 Florence Ave Evanston IL 60201 364481213 501(C)(3) 11000 General Support Southwest Franciscan Missions PO Box 12395 Albuquerque NM 871950395 856013190 501(C)(3) 6000 General Support St Bonaventure Indian Mission & School PO Box 610 Thoreau NM 873230610 850326009 501(C)(3) 6000 General Support St Giles Parish 1025 Columbian Ave Oak Park IL 60302 362171014 501(C)(3) 8400 Sharing Cup Campaign Quarterly Payment St John of the Cross Catholic Worker House 1027 5th Ave SE Cedar Rapids IA 52403 421307304 501(C)(3) 10000 General Support St John's Lutheran Church 203 Pearl St Guttenberg IA 52052 421522040 501(C)(3) 7250 Mission Fund St Joseph the Worker Catholic Church 60 S Algona St Dubuque IA 52001 420698063 501(C)(3) 54290 General Support St Mark Youth Enrichment 1201 Locust St Dubuque IA 52001 421338364 501(C)(3) 51950 General Support St Mary's Catholic Church PO Box 847 Guttenberg IA 52052 420698075 501(C)(3) 15000 General Support St Mary's Mission School PO Box 189 Red Lake MN 56671 530196617 501(C)(3) 6500 Minn. Indian School Needs St Patrick School 200 2nd St SW Waukon IA 52172 420698115 501(C)(3) 8240 General Support St Stephen's Food Bank 3145 Cedar Crest Ridge Dubuque IA 52003 421222356 501(C)(3) 5250 General Support Stonehill Benevolent Foundation 3485 Windsor Ave Dubuque IA 52001 421337556 501(C)(3) 6521 Year End Appeal Stonehill Franciscan Services 3485 Windsor Ave Dubuque IA 520019282 510141775 501(C)(3) 63900 Capitol Campaign Sudan Relief Fund PO Box 7084 Merrifield VA 221169798 522148976 501(C)(3) 6000 Bishop Gassis Replacement The IDEAL School of Manhattan 314 West 91st Street New York NY 10024 760800603 501(C)(3) 10000 10th Annual Gala Two by Two Character Development 470 W 4th St Dubuque IA 52001 203437767 501(C)(3) 47660 Kindhearted Kids Program University of Dubuque 2000 University Ave Dubuque IA 52001 420680323 501(C)(3) 19800 General Support University of Memphis Foundation 2000 University Ave Dubuque IA 52001 626048540 501(C)(3) 25000 Benefit US Military Veterans Veteran's Freedom Center 2245 Kerper Blvd Ste 1 Dubuque IA 52001 420887395 501(C)(4) 8060 Operation We Care Wahlert High School 2005 Kane Street Dubuque IA 52001 420792429 501(C)(3) 35000 Building Campaign Wartburg Theological Seminary 333 Wartburg Pl Dubuque IA 52003 420681105 501(C)(3) 12057 General Support Waukon Wellness Center 1220 - 3rd Ave NW Suite 101 Waukon IA 52172 426005340 501(C)(3) 28800 General Support 140 0 Educational 15 223906 Opportunity Passport - youth financial management 18 7828 Promising Futures Fund 1 142 Part I, Line 2: The unrestricted fund is a fund from which income and/or principal may be distributed to charities designated as 501(c)(3) organizations and to charitable causes and concerns. Applications for grants must be submitted by organizations. From the applications submitted, a committee established by the board will decide which organizations grants will be awarded. The board of directors retains complete discretion as to the selection of grantees and programs to receive help from such a fund, and in meeting emerging and priority community needs and opportunities. The field of interest fund is a fund from which income and/or principal may be distributed to charities designated as 501(c)(3) organizations or to groups with potential for achieving 501(c)(3) status which provide services in a specified field or fields of charitable activity, such as arts and culture, community affairs and development, education, environment, health, historic preservation, and human services. The board of directors of the Foundation shall exercise complete discretion in identifying funding opportunities and selecting grantees within the specified fields of interest. Designated funds are funds from which income and/or principal is distributed by the board of directors of the Foundation to 501(c)(3) charities named or specified by the donor(s) at the time the fund is established. Agency Endowment Funds are funds that may be established by IRS 501(c)(3) organizations from which income and/or principal may be distributed by the board of directors of the Foundation for the particular organization's own benefit. Donor advised funds are funds from which income and/or principal is distributed by the board of directors to 501(c)(3) charities in response to recommendations made by the donor, the donor's family, or an advisor. In accordance with Internal Revenue Code requirements, however, such recommendations are advisory only and not binding on the board of directors of the Foundation. Opportunity Passport is a program aimed at teaching youth aging out of foster care the financial management skills they need to achieve personal success. Participants must apply for the program and once chosen they must successfully complete 10 hours of financial literacy training and make a plan and commitment to save for an approved asset. As long as a participant stays active in the program, the Community Foundation of Greater Dubuque will match the savings account dollar for dollar up to $1,000 per year for approved expenses, such as buying a computer for school or paying for tuition. X 32 311343 Quoted market price X 1 16295 Quoted market price X Grain 7 89286 FMV X Life insurance policies 2 16347 FMV 1 0 1 0 Form 990, Part VI, Section A, line 1 The Executive Committee consists of not less than five and not more than seven Directors, including the Chair, Vice Chair, Secretary, Treasurer and other Directors selected at-large. The Executive Committee serves between meetings of the Board and possess and may exercise all powers of the Board in the management affairs of the Community Foundation of Greater Dubuque, including the responsibility and power to appoint committees, to determine the distribution of property, authority over investment policies, and other duties delegated by the Board. All actions taken by the Executive Committee are reported to the Board and subject to control, revision and alteration. Form 990, Part VI, Section A, line 2 John O'Connor and William Klauer have a business relationship. Form 990, Part VI, Section A, line 4 The Foundation shall have a self-perpetuating Board of Directors (hereinafter referred to as the "Board") which shall consist of not less than nine (9) nor more than twenty-one(21)persons. Such number may be increased or decreased by amendment to these By-laws. Members of the Board shall be broadly representative of the public interest in the greater Dubuque area and shall embrace the long-term objectives of the Foundation. Form 990, Part VI, Section B, line 11 The Form 990 is made available to the governing body but not in its entirety. The President/CEO and Finance Director review the 990. Form 990, Part VI, Section B, line 12c Any member of the Foundation's staff, board of directors, and officers must complete a conflict of interest statement annually. The Chair of the Foundation and the Executive Director review the signed statements. Any possible conflicts are brought to the board's attention. Any member of the Board of Directors who is connected with a prospective grant recipient in any official capacity shall abstain from voting on the proposed grant. This abstention shall be recorded in the minutes of the meeting at which such vote occurs. If, because of such abstentions at any such meeting of the Board of Directors, a particular grant would fail for lack of a majority vote, such a grant could be made if approved in writing by an absent but disinterested member or members within a reasonable time after the Directors' meeting at which the grant proposal was first considered. If a situation should arise in which a majority of directors would be disqualified from voting on a grant proposal because of the Foundation's conflict of interest policy, the board may, after full disclosure of the potential conflict and by majority affirmative vote, suspend the conflict of interest policy and proceed to make the grant. All discussion and action with respect to actual or potential conflicts of interest shall be entered into the minutes of the meetings where such action takes place. It is the practice of the Community Foundation to build a written record of any special relationships between prospective grantees and directors, staff, or the family members of either directors or staff for the purpose of documenting the factual record and enabling full disclosure to all directors. Such record shall be kept with the permanent minutes of the board proceedings. Any person having knowledge of any action or conduct in violation of the policies should report the information to the Chair of the Foundation board. Form 990, Part VI, Section B, line 15a The Executive Committee determines the compensation for the President/CEO. Salary adjustments are based on an annual evaluation and comparability data. The organization documents and provides substantiation for the compensation process. The compensation process was last completed in FY 2015. The President/CEO determines the compensation for the Director of Finance. Salary adjustments are based on an annual evaluation and comparability data. The organization documents and provides substantiation for the compensation process. There are no other officers or key employees of the organization. Form 990, Part VI, Section C, line 19 The Organization's governing documents, conflict of interest policy, and financial statements are available upon written request. Form 990, Part XI, line 9: Change in value of split-interest agreements 740. CFGD Real Estate LLC 700 Locust Street Suite 195 Dubuque IA 52001 421526614 Assist Community Foundation of Greater Dubuque with charitable giving needs IA 0 0 Community Foundation of Greater Dubuque CFGD Charitable Trust 700 Locust Street Ste 195 Dubuque IA 52001 356840681 Suppport the Community Foundation of Greater Dubuque IA 501(c)(3) Line 11a, I Community Foundation of Greater Dubuque 1 Leo A and Joy K McCarthy Charitable Lead Annuity Trust 700 Locust Street Ste 195 Dubuque IA 52001 206408300 Support Community Foundation of Greater Dubuque IA Community Foundation of Greater Dubuque T -740 143948 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1