2016-01-13T17:40:22-06:00 2015-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2014-07-01 363978733 THE DUPAGE COMMUNITY FOUNDATION DUPA 6306655556 3000 WOODCREEK DRIVE NO 310 DOWNERS GROVE IL 605155408 DAVID MCGOWAN PRESIDENT 6306655556 2016-01-13 1 KIMBERLY A HAUMANN P00546491 3122071040 2014 2016-04-25 22:37:26Z DUPAGE FOUNDATION DAVID MCGOWAN 3000 WOODCREEK DRIVE NO 310 DOWNERS GROVE IL 605155408 21755651 0 X WWW.DUPAGEFOUNDATION.ORG X 1986 IL TO FOSTER PHILANTHROPY, CONNECT DONORS TO AREA NEEDS, AND BUILD COMMUNITY PARTNERSHIPS. 19 19 11 92 0 0 8892137 6510695 0 0 3103313 2412198 268268 333589 12263718 9256482 3095458 3598673 0 0 561309 642844 0 0 220028 608428 680923 4265195 4922440 7998523 4334042 59537304 62815765 12136696 12421503 47400608 50394262 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 3598673 3598673 112920 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 CHILHOOD CARE AND EDUCATION AND ARTS. 795219 SERVE AS A SOURCE OF INFORMATION ABOUT THE NEEDS OF DUPAGE COUNTY. 4393892 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 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 11 0 1 11 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL X X DAVID MCGOWAN PRESIDENT 6306655556 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, TREASURER 1.00 0.00 X X 0 0 0 MRS JOAN MORRISSEY TRUSTEE, 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 MS BETSY BROSNAN TRUSTEE 1.00 0.00 X 0 0 0 MR PHILLIP CABRERA TRUSTEE 0.00 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 MCKENNA 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 DAVID MCGOWAN PRESIDENT 40.00 0.00 X 183579 0 19465 183579 0 19465 1 0 1 0 0 45384 6465311 2223641 6510695 930845 930845 13900959 12419606 1481353 1481353 1481353 300232 45384 79563 220669 220669 ADMINISTRATIVE FEES 561000 112920 112920 112920 9256482 112920 0 2632867 3598673 3598673 203044 152283 30457 20304 356927 98787 158262 99878 11293 4941 3882 2470 18054 7897 6208 3949 15080 514 8955 5611 38446 16820 13216 8410 165 165 24515 24515 179674 168590 11084 196754 194052 2702 52778 18962 3226 30590 22025 8421 7347 6257 49988 19533 17615 12840 25562 9988 9008 6566 2818 779 844 1195 16185 1083 333 14769 2104 2104 15440 6033 5441 3966 8425 3292 2969 2164 CONSULTING 83244 83244 STAFF DEVELOPMENT 1246 187 1059 4922440 4393892 308520 220028 2947233 1813691 229368 211239 26097 23866 2037086 161700 426841 1875386 55907765 58198752 0 692831 59537304 62815765 11531 264704 12125165 12156799 12136696 12421503 X 8190490 8169503 7628500 7609264 31581618 34615495 47400608 50394262 59537304 62815765 4334042 -1340388 0 X X 0 1 X 1 0 X 2045113 6361040 4618245 9090740 6510695 28625833 2045113 6361040 4618245 9090740 6510695 28625833 4243930 24381903 713460 809588 686524 722977 930845 3863394 32489227 1517210 0.75050 0.87740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 102 4805755 2791414 23846104 1 1 46549806 5576633 1071170 4674229 48523380 36258912 8668253 5683162 4060521 46549806 31780350 4359216 3322001 3202655 36258912 28112513 6321390 110373 2763926 31780350 23356357 2583720 4281927 2109491 28112513 0.12980 0.71340 0.15680 0 0 163770 163770 1743139 74273 1668866 130177 87427 42750 1875386 AGENCY FUNDS 11626672 ANNUITY PAYABLE 262714 LINE OF CREDIT 267413 12156799 X 7995657 -1340388 79563 -1260825 9256482 0 9256482 5002003 79563 79563 4922440 0 4922440 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, 2015 AND 2014, 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. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 79,563. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 79,563. BENEFIT 345616 45384 300232 41623 37940 345616 45384 300232 41623 37940 79563 220669 1 ADVOCATE CHARITABLE FOUNDATION-YOUNG HEARTS FOR LIFE 1901 S MEYERS RD STE 350 OAKBROOK TERRACE IL 60181 363602197 501(C)(3) 6000 DONOR-ADVISED AJP EDUCATIONAL FOUNDATION INC 10101 S ROBERTS RD SUITE 101 PALOS HILLS IL 60465 271365284 501(C)(3) 5000 DONOR-ADVISED ANIMA - GLEN ELLYN CHILDREN'S CHORUS 501 HILL AVE SUITE 207 GLEN ELLYN IL 60137 363159041 501(C)(3) 10795 DESIGNATED BENSENVILLE SCHOOL DISTRICT 2 210 S CHURCH BENSENVILLE IL 60106 366004475 501(C)(3) 40000 BRIGHT & EARLY DUPAGE BRADLEY UNIVERSITY OFFICE OF FINANCIAL ASSISTANCE 1501 W BRADLEY AVENUE PEORIA IL 61625 370661494 501(C)(3) 18500 DONOR-ADVISED CASA OF DUPAGE COUNTY INC 505 N COUNTY FARM RD 3C WHEATON IL 60187 363875807 501(C)(3) 7500 DONOR-ADVISED CHICAGO SYMPHONY ORCHESTRA 220 S MICHIGAN AVE 8TH FLOOR CHICAGO IL 60604 362167823 501(C)(3) 250000 DONOR-ADVISED COLLEGE OF DUPAGE FOUNDATION 425 FAWELL BLVD GLEN ELLYN IL 60137 237011835 501(C)(3) 51000 DONOR-ADVISED COLLEGE OF DUPAGE SCHOLARSHIPS 425 FAWELL BLVD GLEN ELLYN IL 60137 237011835 501(C)(3) 10000 SCHOLARSHIP COMMUNITY FELLOWSHIP CHURCH 28W240 NORTH AVE WEST CHICAGO IL 60185 363884107 501(C)(3) 7000 DONOR-ADVISED CONNECTION OF FRIENDS INC 1502 COLOMA PL WHEATON IL 60189 453219422 501(C)(3) 8000 DONOR-ADVISED DARUSSALAM FOUNDATION 21W525 NORTH AVE LOMBARD IL 60148 363563801 501(C)(3) 6200 DONOR-ADVISED DIVINE INFANT JESUS CHURCH 1601 NEWCASTLE AVE WESTCHESTER IL 60154 362179791 501(C)(3) 10000 DONOR-ADVISED DUPAGE EDUCATION FOUNDATION CO REGIONAL OFFICE OF EDUCATION DUPAGE COUNTY 421 N COUNTRY FARM RD RD WHEATON IL 60187 203314577 501(C)(3) 10000 DONOR-ADVISED DUPAGE FEDERATION ON HUMAN SERVICES REFORM 246 E JANATA BOULEVARD SUITE 265 LOMBARD IL 60148 364197587 GOV'T 50000 BRIGHT & EARLY DUPAGE EASTER SEALS DUPAGE & FOX VALLEY 830 S ADDISON AVE VILLA PARK IL 60181 362476388 501(C)(3) 21123 BRIGHT & EARLY DUPAGE FAIR LADY PRODUCTIONS INC 1665 QUINCY AVE 143 NAPERVILLE IL 60540 562496319 501(C)(3) 20000 SPIRIT OF VOLUNTEERISM FAMILY SHELTER SERVICE 605 E ROOSEVELT RD WHEATON IL 60187 362883552 501(C)(3) 59617 GENERAL ENDOWMENT GIVING DUPAGE 421 N COUNTY FARM RD RM 1-700 WHEATON IL 60187 262696088 501(C)(3) 5000 SPECIAL INITIATIVE HINSDALE HOSPITAL FOUNDATION 120 N OAK ST HINSDALE IL 60521 521466387 501(C)(3) 75000 FIELD OF INTEREST ILLINOIS STATE UNIVERSITY 214 FELL HALL CAMPUS BOX 2320 NORMAL IL 61790 376025713 501(C)(3) 11000 SCHOLARSHIP INDIANA UNIVERSITY 400 E 7TH STREET BLOOMINGTON IN 47405 356018940 501(C)(3) 5000 SCHOLARSHIP INSTITUTE FOR TRUTH IN ACCOUNTING 118 N CLINTON ST SUITE 206 CHICAGO IL 60661 352185292 501(C)(3) 110000 DONOR-ADVISED ISLAMIC CENTER OF NAPERVILLE 2844 W OGDEN AVE NAPERVILLE IL 60540 363784891 501(C)(3) 5000 DONOR-ADVISED LIVING WELL CANCER RESOURCE CENTER 442 WILLIAMSBURG AVENUE GENEVA IL 60134 161727774 501(C)(3) 15100 MEMORIAL GRANT LOAVES & FISHES COMMUNITY SERVICES 1871 HIGH GROVE LANE NAPERVILLE IL 60540 363786777 501(C)(3) 10250 DONOR-ADVISED METROPOLITAN FAMILY SERVICES DUPAGE 222 E WILLOW AVENUE WHEATON IL 60187 362167061 501(C)(3) 151500 DONOR-ADVISED NAPERVILLE CARES 618-B W 5TH AVE NAPERVILLE IL 60563 364320818 501(C)(3) 10000 SPIRIT OF VOLUNTEERISM NATIONAL LOUIS UNIVERSITY PACE PROGRAM 5202 OLD ORCHARD ROAD SKOKIE IL 60077 362167804 501(C)(3) 9000 DESIGNATED ONEWAY MINISTRIES PO BOX 2211 NAPERVILLE IL 60567 311675712 501(C)(3) 30000 DONOR-ADVISED OUTREACH COMMUNITY MINISTRIES 122 W LIBERTY DRIVE WHEATON IL 60187 237265066 501(C)(3) 6000 DONOR-ADVISED PALESTINE CHILDREN'S RELIEF FUND PO BOX 1926 KENT OH 44240 931057665 501(C)(3) 15300 DONOR-ADVISED PEOPLE'S RESOURCE CENTER 201 S NAPERVILLE ROAD WHEATON IL 60187 363157600 501(C)(3) 44733 DONOR-ADVISED ROBERT CROWN CENTER FOR HEALTH EDUCATION 21 SALT CREEK LANE HINSDALE IL 60521 362608742 501(C)(3) 10000 DONOR-ADVISED SACRED HEART RETREAT APOSTOLATE 10480 1/2 WINNETKA AVE CHATSWORTH CA 91311 432005333 501(C)(3) 8000 DONOR-ADVISED ST JOAN OF ARC PARISH & SCHOOL 820 DIVISION ST LISLE IL 60532 362192836 501(C)(3) 8000 DONOR-ADVISED TALEEM UL HAQ FOUNDATION 16407 S LEXINGTON DR PLAINFIELD IL 60586 263109658 501(C)(3) 10000 DONOR-ADVISED THE CONSERVATION FOUNDATION 10S404 KNOCH KNOLLS ROAD NAPERVILLE IL 60565 237221206 501(C)(3) 15000 DONOR-ADVISED THE ROSS K MACNEILL FOUNDATION PO BOX 333 WHEATON IL 60187 463822276 501(C)(3) 19904 DONOR-ADVISED THREE FIRES COUNCIL BOY SCOUTS OF AMERICA 415 N 2ND STREET ST CHARLES IL 60174 363831877 501(C)(3) 34940 DESIGNATED TRINITY EPISCOPAL CHURCH 130 N WEST STREET WHEATON IL 60187 362170847 501(C)(3) 17739 GEYER IRA UNIVERSITY OF ILLINOIS AT CHICAGO OFFICE OF STUDENT FINANCIAL AID MC 334 1200 W HARRISON ST CHICAGO IL 60607 376006007 501(C)(3) 7500 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 UNIVERSITY OF IOWA OFFICE OF STUDENT FINANCIAL AID 208 CALVIN HALL IOWA CITY IOWA CITY IA 52242 420796760 501(C)(3) 5000 SCHOLARSHIP VNA HEALTH CARE 400 N HIGHLAND AVE AURORA IL 60506 362182095 501(C)(3) 20000 DONOR-ADVISED WELLNESS HOUSE 131 N COUNTY LINE ROAD HINSDALE IL 60521 363636933 501(C)(3) 15000 DONOR-ADVISED WEST SUBURBAN COMMUNITY PANTRY 6809 HOBSON VALLEY DR 118 WOODRIDGE IL 60517 363857072 501(C)(3) 5000 DONOR-ADVISED WESTERN DUPAGE SPECIAL RECREATION ASSOCIATION 116 N SCHMALE RD CAROL STREAM IL 60188 363932924 501(C)(3) 15817 SYNERGY - ADAPTIVE SPORTS COOPERATIVE FOR INDIVIDUALS WITH PHYSICAL DISABILI WHEATON COLLEGE 501 COLLEGE AVENUE WHEATON IL 60187 362182171 501(C)(3) 158000 COMMUNITY OUTREACH FOR DEVELOPING ARTISTS- SERVING MUSICALLY UNDERSERVED CHI WORLD RELIEF DUPAGE 1825 COLLEGE AVE STE 230 WHEATON IL 60187 236393344 501(C)(3) 20000 DONOR-ADVISED WYNDEMERE RESIDENTS ASSOCIATION 200 WYNDEMERE CIRCLE E317B WHEATON IL 60187 501(C)(3) 21000 DESIGNATED 52 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? (EXPLAIN) 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 170990 0 8181 0 4408 0 0 0 19465 0 203044 0 0 0 FRANK HUDETZ FORMER TRUSTEE 19108 PRINTING SERVICES 0 GEORGE GILKERSON FORMER TRUSTEE 60000 CONSULTING 0 DESCRIPTION OF TRANSACTIONS: FOUNDATION TRUSTEES ACTING AS VENDORS PROVIDED $19,108 OF PRINTING SERVICES AND $60,000 IN CONSULTING SERVICES FOR THE FOUNDATION YEAR ENDED JUNE 30, 2015. THE TRUSTEES DISCLOSED THE CONFLICT IN THEIR CONFLICT OF INTEREST FORM AND BIDDING INFORMATION IS ON FILE TO VALIDATE THE SELECTION OF THE TRUSTEES' COMPANIES. X 25 2223162 AVERAGE HIGH/LOW X 1 28000 APPRAISED VALUE 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 15A 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 COMES FROM THE COUNCIL ON FOUNDATION ANNUAL SALARY SURVEY. FORM 990, PART VI, SECTION C, LINE 19 CONFLICT OF INTEREST POLICY - UPON REQUEST. FINANCIAL STATEMENTS - UPON REQUEST AND VIA THE FOUNDATION'S WEBSITE. FORM 990, PART XII THE TAXPAYER IS WITHIN THE SCOPE OF REVENUE PROCEDURE 2015-20 AND IS ELECTING TO ADOPT METHODS OF ACCOUNTING DESCRIBED IN SECTIONS 6.37(3)(A)(IV), (A)(V), (A)(VII), (A)(VIII), 6.38, 6.39 AND 10.11(3)(A) OF REVENUE PROCEDURE 2015-14, WITH AN ADJUSTMENT UNDER SECTION 481(A) THAT TAKES INTO ACCOUNT ONLY AMOUNTS PAID OR INCURRED, AND DISPOSITIONS BY THE TAXPAYER IN TAXABLE YEARS BEGINNING ON OR AFTER JANUARY 1, 2014. AS THE SECTION 481(A) MEASUREMENT DATE COINCIDES WITH THE BEGINNING OF THIS TAX YEAR, THERE IS NO SECTION 481(A) ADJUSTMENT INCLUDED IN THIS TAX RETURN.