COMMUNITY FOUNDATION OF GREATER DUBUQUE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF GREATER DUBUQUE (EIN 42-1526614)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-10-22
- IRS object ID
- 201512959349301266
- Schema version
- 2013v4.0
- Note
- A later return for the same period supersedes this one.
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-22T15:03:10-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1545 ASSOCIATES DR STE 101 | AddressLine1 |
| City | DUBUQUE | City |
| State | IA | State |
| ZIP Code | 52002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421526614 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Foundation of Greater Dubuque | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 5635882700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Locust Street No 195 | AddressLine1 |
| City | Dubuque | City |
| State | IA | State |
| ZIP Code | 52001 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nancy Van Milligen | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Phone | 5635882700 | PhoneNum |
| Signature | 2015-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carmen Krantz | PreparerPersonNm |
| PTIN | P00031958 | PTIN |
| Phone | 5635561790 | PhoneNum |
| Preparation | 2015-10-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | Nancy Van Milligen | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Locust Street No 195 | AddressLine1 |
| City | Dubuque | City |
| State | IA | State |
| ZIP Code | 52001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $49,586,346 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.dbqfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | To support scientific, educational, and charitable activities in the Greater Dubuque Area | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,732,491 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,140,171 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,163 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $45,833 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,531,255 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,284,566 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $12,287,909 | PYTotalRevenueAmt |
| CY Total Revenue | $12,470,570 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,896,129 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,706,745 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $698,551 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $840,007 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $61,126 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $743,953 | PYOtherExpensesAmt |
| CY Other Expenses | $1,219,288 | CYOtherExpensesAmt |
| PY Total Expenses | $4,338,633 | PYTotalExpensesAmt |
| CY Total Expenses | $5,766,040 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,949,276 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,704,530 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $44,671,360 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,529,774 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,960,467 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,700,389 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $37,710,893 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,829,385 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,784,357 | ExpenseAmt |
| Grant | $3,706,745 | GrantAmt |
| Revenue | $45,833 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $4,784,357 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 23 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Foundation of Greater Dubuque | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5635882700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Locust Street Ste 195 | AddressLine1 |
| City | Dubuque | City |
| State | IA | State |
| ZIP Code | 52001 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| Tim Conlon | |||||||
| Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| John O'Connor | |||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Brian Kane | |||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Ken Furst | |||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Phillip Ruppel | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jim Theisen | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Charlie Glab | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Wiliam Klauer | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jeanne Lauritsen | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jane Hasek | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Sarah Harris | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ed Alt | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jesus Aviles | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Chad Chandlee | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert Hoefer | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Teri Zuccaro | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Keith Kramer | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Nancy Van Milligen | |||||||
| President/CEO | 40.00 | Yes (X) | $121,353 | $0 | $9,967 | 1.30 | |
| Kristin Kluesner | |||||||
| Director of Finance until June 2014 | 40.00 | Yes (X) | $58,984 | $0 | $2,121 | ||
| Tina Hyde | |||||||
| Director of Finance | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $180,337 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,088 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $216,949 | FederatedCampaignsAmt |
| Government Grants | $717,077 | GovernmentGrantsAmt |
| All Other Contributions | $8,206,145 | AllOtherContributionsAmt |
| Noncash Contributions | $2,698,429 | NoncashContributionsAmt |
| Total Contributions | $9,140,171 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Supporting revenue | 900099 | $25,497 | $25,497 |
| Service fee income | 900099 | $20,336 | $20,336 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $45,833 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $832,921 | TotalRevenueColumnAmt |
| Exclusion | $832,921 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,567,421 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,115,776 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,451,645 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,451,645 | TotalRevenueColumnAmt |
| Exclusion | $2,451,645 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,470,570 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $45,833 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,284,566 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,699,977 | TotalAmt |
| Program Services | $3,699,977 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,768 | TotalAmt |
| Program Services | $6,768 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,764 | TotalAmt |
| Management And General | $172,464 | ManagementAndGeneralAmt |
| Fundraising | $25,300 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $544,238 | TotalAmt |
| Program Services | $136,577 | ProgramServicesAmt |
| Management And General | $377,376 | ManagementAndGeneralAmt |
| Fundraising | $30,285 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,458 | TotalAmt |
| Program Services | $1,416 | ProgramServicesAmt |
| Management And General | $7,042 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,110 | TotalAmt |
| Program Services | $4,035 | ProgramServicesAmt |
| Management And General | $31,075 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,437 | TotalAmt |
| Program Services | $10,046 | ProgramServicesAmt |
| Management And General | $40,139 | ManagementAndGeneralAmt |
| Fundraising | $4,252 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,940 | TotalAmt |
| Management And General | $21,940 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,059 | TotalAmt |
| Management And General | $15,059 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,479 | TotalAmt |
| Program Services | $13,479 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,992 | TotalAmt |
| Program Services | $377,498 | ProgramServicesAmt |
| Management And General | $25,494 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,108 | TotalAmt |
| Program Services | $11,426 | ProgramServicesAmt |
| Management And General | $68,393 | ManagementAndGeneralAmt |
| Fundraising | $1,289 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,881 | TotalAmt |
| Program Services | $16,639 | ProgramServicesAmt |
| Management And General | $42,242 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,201 | TotalAmt |
| Program Services | $3,812 | ProgramServicesAmt |
| Management And General | $22,389 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,848 | TotalAmt |
| Program Services | $678 | ProgramServicesAmt |
| Management And General | $15,170 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,767 | TotalAmt |
| Management And General | $7,767 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,437 | TotalAmt |
| Management And General | $24,437 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,190 | TotalAmt |
| Management And General | $4,190 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Fund holders expenses | $487,809 | $487,603 | $206 |
| Board and staff develop | $40,616 | $14,323 | $26,293 |
| Memberships and publica | $10,223 | $80 | $10,143 |
| McCarthy Center expense | $8,738 | $8,738 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,766,040 | TotalAmt |
| Program Services | $4,784,357 | ProgramServicesAmt |
| Management And General | $920,557 | ManagementAndGeneralAmt |
| Fundraising | $61,126 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $557,608 | BOYAmt |
| EOY | $182,406 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,582,672 | BOYAmt |
| EOY | $1,398,882 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $21,505 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $658,860 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $192,454 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,524 | BOYAmt |
| EOY | $466,406 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,819,556 | BOYAmt |
| EOY | $54,717,769 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,000 | BOYAmt |
| EOY | $742,806 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,671,360 | BOYAmt |
| EOY | $57,529,774 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,281 | BOYAmt |
| EOY | $160,731 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,133 | BOYAmt |
| EOY | $196,195 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,778,053 | BOYAmt |
| EOY | $8,343,463 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,960,467 | BOYAmt |
| EOY | $8,700,389 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,410,874 | BOYAmt |
| EOY | $47,053,309 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,415,772 | BOYAmt |
| EOY | $1,010,672 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $884,247 | BOYAmt |
| EOY | $765,404 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,710,893 | BOYAmt |
| EOY | $48,829,385 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,671,360 | BOYAmt |
| EOY | $57,529,774 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,704,530 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,417,860 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$18,207 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $14,309 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,478,214 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,596,371 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,534,658 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,732,491 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,140,171 | CurrentTaxYearAmt |
| Total | $38,481,905 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,478,214 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,596,371 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,534,658 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,732,491 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,140,171 | CurrentTaxYearAmt |
| Total | $38,481,905 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,814,658 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,667,247 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $463,741 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $472,651 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $608,172 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $804,943 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $832,921 | CurrentTaxYearAmt |
| Total | $3,182,428 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $41,664,333 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $144,098 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78410 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76990 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 131 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 519 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $3,662,693 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $5,036,135 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,478,313 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $3,102,775 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $17,661,495 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $31,206,542 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,101,927 | BeginningYearBalanceAmt |
| Contributions | $4,706,023 | ContributionsAmt |
| Investment Earnings Or Losses | $5,437,273 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,922,439 | OtherExpendituresAmt |
| End Year Balance | $37,322,784 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,162,203 | BeginningYearBalanceAmt |
| Contributions | $7,062,983 | ContributionsAmt |
| Investment Earnings Or Losses | $3,215,018 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,338,277 | OtherExpendituresAmt |
| End Year Balance | $29,101,927 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,285,156 | BeginningYearBalanceAmt |
| Contributions | $3,321,896 | ContributionsAmt |
| Investment Earnings Or Losses | -$312,020 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,132,829 | OtherExpendituresAmt |
| End Year Balance | $20,162,203 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,068,360 | BeginningYearBalanceAmt |
| Contributions | $2,544,038 | ContributionsAmt |
| Investment Earnings Or Losses | $2,654,661 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $981,903 | OtherExpendituresAmt |
| End Year Balance | $18,285,156 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,046,379 | BeginningYearBalanceAmt |
| Contributions | $2,547,475 | ContributionsAmt |
| Investment Earnings Or Losses | $1,310,903 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $836,397 | OtherExpendituresAmt |
| End Year Balance | $14,068,360 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97950 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02050 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $444,644 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,187 | DepreciationAmt |
| Book Value | $408,457 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $214,216 | OtherCostOrOtherBasisAmt |
| Depreciation | $156,267 | DepreciationAmt |
| Book Value | $57,949 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $466,406 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred compensation payable | $80,299 |
| Funds held for others | $8,079,462 |
| Amounts due under annuity agreement | $183,702 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,343,463 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,988,506 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,417,860 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $103,974 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $14,309 | OtherRevenueAmt |
| Revenue Not Reported | $4,536,143 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,452,363 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $18,207 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $18,207 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,470,570 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,870,014 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $103,974 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $103,974 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,766,040 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,766,040 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. The Foundation's Forms 990, Return of Organization Exempt from Income Tax, for the fiscal years ended 2011 through 2013 are subject to examination by the IRS, generally for three years after they are filed. |
| Part XI, Line 2d - Other Adjustments: | Chg in value of split-interest agreements incl in revenue per financial stmt 14,309. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (118 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| Camp Albrecht Acres Foundation | ||||||||||
| 14837 Sherrill Rd | Sherill | IA | 52073 | 421423952 | 501(c)(3) | $5,772 | General support | |||
| Allamakee Community School District | ||||||||||
| 1061 3rd Ave NW | Waukon | IA | 52172 | 426036591 | City of Allamakee | $27,995 | ACCF 2014 Grant - Project Sealed | |||
| Allamakee New Beginning Inc | ||||||||||
| 21 Allamakee St | Waukon | IA | 52172 | 262480557 | 501(c)(3) | $19,270 | General support | |||
| American Cancer Society | ||||||||||
| 4080 First Ave NE Ste 101 | Cedar Rapids | IA | 52402 | 131788491 | 501(c)(3) | $15,423 | General support | |||
| Archdiocese of Dubuque | ||||||||||
| 1229 Mt Loretta Ave | Dubuque | IA | 52002 | 420680409 | 501(c)(3) | $12,100 | Prison Ministry | |||
| Beckman High School | ||||||||||
| 1325 9th St SE | Dyersville | IA | 52040 | 420923753 | 501(c)(3) | $28,935 | Capital Campaign | |||
| Bell Tower Production & Dinner Theater | ||||||||||
| 2728 Asbury Rd | Dubuque | IA | 52001 | 870690005 | 501(c)(3) | $12,790 | Summer Program for Kids | |||
| Bellevue Ambulance Service | ||||||||||
| 106 North 3rd Street | Bellevue | IA | 52031 | 426004273 | City of Bellevue | $10,000 | General support | |||
| Bellevue Area Chamber of Commerce | ||||||||||
| 210 N Riverview St | Bellevue | IA | 52031 | 421082098 | 501(c)(6) | $12,000 | Maintenance of safety equipment | |||
| Bellevue Fire Department | ||||||||||
| 106 North 3rd Street | Bellevue | IA | 52031 | 426004273 | City of Bellevue | $30,149 | General support | |||
| Bethany Home | ||||||||||
| 1005 Lincoln Ave | Dubuque | IA | 52001 | 420698260 | 501(c)(3) | $18,730 | General support | |||
| Boys and Girls Club | ||||||||||
| 1299 Locust St | Dubuque | IA | 52001 | 427210263 | 501(c)(3) | $26,510 | General support | |||
| Camp Courageous of Iowa | ||||||||||
| PO Box 418 | Monticello | IA | 523100418 | 237210932 | 501(c)(3) | $17,532 | General support | |||
| Cardinal Elementary School Maquoketa | ||||||||||
| 1003 East Pershing Road | Maquoketa | IA | 52060 | 426037701 | City of Maquoketa | $7,350 | 2013 Jackson County Grant - Cardinal Backpack Club | |||
| Carnegie-Stout Public Library Foundation | ||||||||||
| PO Box 27 | Dubuque | IA | 520040027 | 421452704 | 501(c)(3) | $7,180 | 2013 Theisen Grant - Storybook Walk | |||
| Catholic Charities of the Archdiocese of Dubuque | ||||||||||
| 1229 Mt Loretta Avenue | Dubuque | IA | 52003 | 420680493 | 501(c)(3) | $23,600 | General support | |||
| City of Dubuque | ||||||||||
| 50 W 13th St | Dubuque | IA | 52001 | 426004596 | City of Dubuque | $39,915 | 2013 WGC Grant - Circles Initiative - Babysitting Certification | |||
| City of Hopkinton | ||||||||||
| PO Box 154 | Hopkinton | IA | 522370154 | 426004774 | 501(c)(3) | $5,500 | 2013 Theisen Grant - 2013 Pool Renovation Project | |||
| City of Maquoketa | ||||||||||
| 201 E Pleasant St | Maquoketa | IA | 52060 | 426004922 | City of Maquoketa | $241,109 | General support | |||
| City of Martelle | ||||||||||
| PO Box 96 | Martelle | IA | 52305 | 421178936 | City of Martelle | $15,000 | 2013 Grant Award - Martelle Ballpark Enhancement Project | |||
| Clarke University | ||||||||||
| 1550 Clarke Dr | Dubuque | IA | 520013198 | 420680408 | 501(c)(3) | $92,024 | General support | |||
| Colts Youth Organization | ||||||||||
| 1101 Central Avenue | Dubuque | IA | 52001 | 421057444 | 501(c)(3) | $7,675 | General support | |||
| Community Foundation of Northeast Iowa | ||||||||||
| 425 Cedar St Ste 310 | Waterloo | IA | 50704 | 426060414 | 501(c)(3) | $6,600 | Funders Network Contractor - Howard/Chickasaw | |||
| Crescent Community Health Center | ||||||||||
| 1789 Elm St Suite A | Dubuque | IA | 52001 | 481302204 | 501(c)(3) | $116,326 | General support | |||
| Diocese of Bridgeport | ||||||||||
| 238 Jewett Avenue | Bridgeport | CT | 06606 | 060737923 | 501(c)(3) | $7,500 | Bishop Appeal | |||
| Dubuque Arboretum Association Inc | ||||||||||
| 3800 Arboretum Dr | Dubuque | IA | 52001 | 421160989 | 501(c)(3) | $4,900 | General support | |||
| Dubuque Area Chamber of Commerce | ||||||||||
| 300 Main St Suite 200 | Dubuque | IA | 520040705 | 420223700 | 501(c)(6) | $5,740 | Payment of 50 attendees to non-profit summit | |||
| Dubuque Chorale Inc | ||||||||||
| 900 Jackson St Ste LL5-2D | Dubuque | IA | 52001 | 205778500 | 501(c)(3) | $20,629 | General support | |||
| Dubuque Community School District | ||||||||||
| 2300 Chaney Rd | Dubuque | IA | 520013095 | 426001531 | City of Dubuque | $6,000 | Campaign for Grade-Level Reading Attendance Initiative | |||
| Dubuque Community Y | ||||||||||
| 35 North Booth St | Dubuque | IA | 52001 | 420934471 | 501(c)(3) | $5,200 | Young Explorer Computer | $760 | FMV | Equipment |
| Dubuque YWCA Foundation | ||||||||||
| 35 North Booth Street | Dubuque | IA | 52001 | 421361168 | 501(c)(3) | $6,137 | 2013 Theisen Grant - National YMCA Achievers Program | |||
| Dubuque County Historical Society | ||||||||||
| 350 E Third St | Dubuque | IA | 52001 | 426072050 | 501(c)(3) | $10,150 | General support | |||
| Dubuque County Right To Life | ||||||||||
| 2205 Carter Road | Dubuque | IA | 52001 | 421270933 | 501(c)(3) | $18,300 | Life Dinner | |||
| Dubuque Humane Society | ||||||||||
| 4242 Chavenelle Rd | Asbury | IA | 52002 | 426039535 | 501(c)(3) | $32,049 | General support | |||
| Dubuque Mercy Health Foundation | ||||||||||
| 250 Mercy Drive | Dubuque | IA | 52001 | 262227941 | 501(c)(3) | $12,337 | General support | |||
| Dubuque Museum of Art | ||||||||||
| 701 Locust Street | Dubuque | IA | 52001 | 421071185 | 501(c)(3) | $25,420 | 2013 Mediacom Grantmaking - Student In Sight Gallery | |||
| Dubuque Rescue Mission | ||||||||||
| PO Box 147 | Dubuque | IA | 520040147 | 420844836 | 501(c)(3) | $17,460 | General support | |||
| Dubuque Symphony Orchestra | ||||||||||
| 2728 Asbury Rd Ste 900 | Dubuque | IA | 520012970 | 237429727 | 501(c)(3) | $95,828 | General support | |||
| Easton Valley School District | ||||||||||
| 321 School St | Preston | IA | 52069 | 611707158 | City of Preston | $129,318 | General support | |||
| ECIA Business Growth Inc | ||||||||||
| 7600 Commerce Park | Dubuque | IA | 52002 | 421207483 | 501(c)(3) | $6,000 | Petal Project Support of G2G 2014 annual payment | |||
| Elkader Historical Society | ||||||||||
| 508 High St NE | Elkader | IA | 52043 | 421119953 | 501(c)(3) | $5,290 | General support | |||
| Fair and Exposition Society of Jones County Inc | ||||||||||
| PO Box 150 | Monticello | IA | 52310 | 421294397 | 501(c)(3) | $10,000 | Great Jones County Fair Livestock campus wash rack | |||
| Family Resources Inc | ||||||||||
| 2800 Eastern Ave | Davenport | IA | 52803 | 420698225 | 501(c)(3) | $8,500 | Emergency Assistance Fund | |||
| Finley Health Foundation Inc | ||||||||||
| 350 N Grandview Ave | Dubuque | IA | 52001 | 421286953 | 501(c)(3) | $18,530 | General support | |||
| Flames of Love International Ministries | ||||||||||
| 8616 Arboleda Street | El Paso | TX | 79907 | 742374868 | 501(c)(3) | $29,000 | General support | |||
| Four Mounds Foundation | ||||||||||
| 4900 Peru Road | Dubuque | IA | 52001 | 421265303 | 501(c)(3) | $15,041 | General support | |||
| Friends of Mines of Spain | ||||||||||
| 8991 Bellevue Heights | Dubuque | IA | 520039214 | 421423836 | 501(c)(3) | $7,170 | General support | |||
| Frog Hollow Kid Campus | ||||||||||
| 5005 Asbury Road | Dubuque | IA | 52002 | 462290057 | 501(c)(3) | Young Explorer Computer | $5,200 | FMV | Equipment | |
| Fulton Elementary School | ||||||||||
| 2540 Central Ave | Dubuque | IA | 52001 | 426001531 | City of Dubuque | $8,000 | General support | |||
| The Grand Opera House | ||||||||||
| 135 West 8th Street | Dubuque | IA | 52001 | 421133812 | 501(c)(3) | $5,602 | General support | |||
| Green Dubuque Inc | ||||||||||
| 1640 Lawndale St | Dubuque | IA | 52001 | 262172211 | 501(c)(3) | $30,300 | 2013 Community Impact Grant | |||
| Guttenberg Municipal Hospital | ||||||||||
| PO Box 550 | Guttenberg | IA | 520520550 | 426038728 | City of Guttenberg | $28,000 | Guttenberg Municipal Hospital Building Campaign Fund | |||
| DubuqueJackson Counties Habitat for Humanity | ||||||||||
| 900 Jackson St Suite LL5-2E | Dubuque | IA | 52001 | 421365181 | 501(c)(3) | $21,242 | General support | |||
| Harpers Ferry Booster Club | ||||||||||
| PO Box 162 | Harpers Ferry | IA | 52146 | 421526614 | 501(c)(3) | $12,000 | Hapers Ferry Comm Ctr - Lighten & Brighten Project | |||
| Hillcrest Family Services | ||||||||||
| 2005 Asbury Rd | Dubuque | IA | 52001 | 420680411 | 501(c)(3) | $39,541 | General support | |||
| Hills and Dales Child Development Center | ||||||||||
| 1011 Davis St | Dubuque | IA | 52001 | 421388270 | 501(c)(3) | $22,985 | General support | $5,200 | FMV | Equipment |
| Holy Family Catholic Schools | ||||||||||
| 2005 Kane St | Dubuque | IA | 520010538 | 420792429 | 501(c)(3) | $61,827 | Annual Business Appeal | |||
| Holy Ghost School | ||||||||||
| 2981 Central Ave | Dubuque | IA | 52001 | 420792429 | 501(c)(3) | Young Explorer Computer | $5,200 | FMV | Equipment | |
| Holy Spirit Church & School | ||||||||||
| 515 Albert St S | St Paul | MN | 55116 | 410705768 | 501(c)(3) | $8,000 | General support | |||
| Hospice of Dubuque | ||||||||||
| 1670 John F Kennedy Road | Dubuque | IA | 52002 | 421205973 | 501(c)(3) | $14,929 | General support | |||
| Iowa State University of Science and Technology | ||||||||||
| 3609 Administrative Services Bldg | Ames | IA | 500113609 | 426004224 | 501(c)(3) | $24,550 | General support | |||
| Friends of Jackson County Conservation | ||||||||||
| 18670 63rd Street | Maquoketa | IA | 52060 | 421521029 | 501(c)(3) | $8,000 | 2013 Jackson County Grant | |||
| Jackson County Economic Alliance | ||||||||||
| 119 S Main Street Ste 5 | Maquoketa | IA | 52060 | 426004923 | City of Maquoketa | $6,000 | 2014 Jackson County Grant | |||
| Jackson County Historical Society | ||||||||||
| PO Box 1245 | Maquoketa | IA | 52060 | 420984105 | 501(c)(3) | $6,597 | General support | |||
| Jones Regional Medical Center Foundation | ||||||||||
| 1795 Hwy 64 East | Anamosa | IA | 52205 | 421429225 | 501(c)(3) | $5,500 | General support | |||
| Junior Achievement of the Heartland Inc | ||||||||||
| 800 12th Ave | Moline | IL | 61265 | 362684253 | 501(c)(3) | $9,513 | 2013 Community Impact Grant | |||
| Kirkwood Community College | ||||||||||
| 6301 Kirkwood Blvd SW | Cedar Rapids | IA | 52406 | 420924685 | State of Iowa | $5,800 | General support | |||
| Lansing Fire Department | ||||||||||
| PO Box 57 | Lansing | IA | 52151 | 391872357 | 501(c)(3) | $5,725 | ACCF 2014 Grant - New Air Packs | |||
| Lincoln Elementary School | ||||||||||
| 555 Nevada Street | Dubuque | IA | 52001 | 426001531 | City of Dubuque | $9,000 | General support | |||
| Loras College | ||||||||||
| 1450 Alta Vista St | Dubuque | IA | 52001 | 420680412 | 501(c)(3) | $168,970 | General support | |||
| Luther College | ||||||||||
| 700 College Dr | Decorah | IA | 52101 | 420680466 | 501(c)(3) | $6,095 | General support | |||
| Lutheran Services in Iowa | ||||||||||
| 2255 JFK Rd | Dubuque | IA | 52002 | 420698267 | 501(c)(3) | $7,000 | 2013 Community Impact Grant | |||
| Maquoketa Art Experience | ||||||||||
| PO Box 968 | Maquoketa | IA | 52060 | 261771426 | 501(c)(3) | $24,075 | General support | |||
| Maquoketa Community Schools | ||||||||||
| 612 S Vermont St | Maquoketa | IA | 52060 | 426037701 | City of Maquoketa | $14,578 | General support | |||
| Marquette Catholic Schools | ||||||||||
| 403 Park Street | Bellevue | IA | 52031 | 420955523 | 501(c)(3) | $7,170 | Grant to pay for hot lunches | |||
| Maryknoll Fathers and Brothers | ||||||||||
| PO BOX 302 | Maryknoll | NY | 105459989 | 131740144 | 501(c)(3) | $10,750 | General support | |||
| Mid-Iowa Community Action Inc | ||||||||||
| 1001 South 18th Ave | Marshalltown | IA | 50158 | 420923311 | 501(c)(3) | $5,500 | 2013 Theisen Grant | |||
| Monticello Youth Baseball & Softball Association | ||||||||||
| PO Box 302 | Monticello | IA | 52310 | 426004981 | 501(c)(3) | $25,000 | Jaycee/Kleinow & Sports Complex Renovation | |||
| Multicultural Family Center | ||||||||||
| 1157 Central Avenue | Dubuque | IA | 52001 | 270751743 | 501(c)(3) | $15,944 | 2013 Mediacom Grantmaking | |||
| NAMI - Dubuque | ||||||||||
| 900 Jackson St Suite LL5-2B | Dubuque | IA | 52001 | 311492256 | 501(c)(3) | $11,503 | General support | |||
| National Mississippi River Museum & Aquarium | ||||||||||
| 350 East 3rd Street | Dubuque | IA | 52001 | 426072050 | 501(c)(3) | $54,555 | Annual Appeal | |||
| Nativity Church | ||||||||||
| 1225 Alta Vista St | Dubuque | IA | 52001 | 530196617 | 501(c)(3) | $15,000 | General support | |||
| North Bend Community Center | ||||||||||
| 127 E Main St | Spragueville | IA | 52074 | 421526614 | City of Spragueville | $7,000 | General support | |||
| Northeast Iowa Community College Foundation | ||||||||||
| 10250 Sundown Road | Peosta | IA | 520689703 | 421178729 | 501(c)(3) | $19,845 | 2013 Theisen Grant - Third Grade Reading Program | |||
| Opening Doors (Maria House & Teresa Shelter) | ||||||||||
| 1561 Jackson St | Dubuque | IA | 52001 | 421490364 | 501(c)(3) | $44,353 | 2014 Endowment Payout | |||
| Operation New View Community Action Agency | ||||||||||
| 1473 Central Ave | Dubuque | IA | 52001 | 202549142 | 501(c)(3) | $1,154 | General support | $5,200 | FMV | Equipment |
| Phoenix Children's Hospital Foundation | ||||||||||
| 1919 E Thomas Rd | Phoenix | AZ | 85016 | 742421549 | 501(c)(3) | $20,000 | Challenge Cup | |||
| Postville Parks Pool and Recreation Board | ||||||||||
| PO Box 491 | Postville | IA | 52162 | 421016174 | City of Postville | $8,500 | Swim Pool Starting Platforms | |||
| Presentation Lantern | ||||||||||
| 900 Jackson St Suite LL5-1 | Dubuque | IA | 52001 | 134224124 | 501(c)(3) | $123,069 | Lantern Center | |||
| Project Concern Inc | ||||||||||
| 1789 Elm St Ste B | Dubuque | IA | 52001 | 421298833 | 501(c)(3) | $34,879 | 2013 Jackson County Grant | |||
| Proudly Accessible Dubuque | ||||||||||
| 3715 Asbury Rd | Dubuque | IA | 52001 | 454847665 | 501(c)(3) | $16,863 | 2013 Community Impact Grant | |||
| Riverview Center Inc | ||||||||||
| 2600 Dodge St | Dubuque | IA | 52002 | 363920008 | 501(c)(3) | $16,699 | General support | |||
| Shalom Retreat Center | ||||||||||
| 1001 Davis St | Dubuque | IA | 52001 | 420757421 | 501(c)(3) | $9,400 | Shalom Spring Appeal | |||
| Sisters of Charity of Blessed Virgin Mary | ||||||||||
| 1100 Carmel Drive | Dubuque | IA | 52003 | 420680320 | 501(c)(3) | $24,577 | BVM Senate Sponsorship | |||
| St Giles Parish | ||||||||||
| 1025 Columbian Ave | Oak Park | IL | 60302 | 362171014 | 501(c)(3) | $4,200 | Sharing Cup Campaign | |||
| St John of the Cross | ||||||||||
| 1027 5th Ave SE | Cedar Rapids | IA | 52403 | 421307304 | 501(c)(3) | $10,500 | Homeless Shelter | |||
| St John's Lutheran Church | ||||||||||
| PO Box 819 | Guttenberg | IA | 52052 | 421522040 | 501(c)(3) | $6,700 | Current Fund | |||
| St Joseph the Worker Catholic Church | ||||||||||
| 60 South Algona Street | Dubuque | IA | 52001 | 420698063 | 501(c)(3) | $21,760 | General support | |||
| St Mark Youth Enrichment | ||||||||||
| 1201 Locust St | Dubuque | IA | 52001 | 421338364 | 501(c)(3) | $61,408 | 2014 3rd Grade Reading Grant | |||
| St Mary's Catholic Church | ||||||||||
| PO Box 847 | Guttenberg | IA | 52052 | 420698075 | 501(c)(3) | $12,000 | Helping of the poor in the area | |||
| St Mary's Church | ||||||||||
| PO Box 479 | Dubuque | IA | 520040479 | 420741001 | 501(c)(3) | $20,000 | General support | |||
| St Patrick School | ||||||||||
| 200 2nd St SW | Waukon | IA | 52172 | 420698115 | 501(c)(3) | $6,530 | General support | |||
| St Raphael's Cathedral Church | ||||||||||
| 231 Bluff Street | Dubuque | IA | 52001 | 420703275 | 501(c)(3) | $5,250 | General support | |||
| Starlighters II Inc | ||||||||||
| 136 E Main St | Anamosa | IA | 52205 | 421125849 | 501(c)(3) | $25,000 | Light/Sound Booth & Wiring | |||
| Stonehill Benevolent Foundation | ||||||||||
| 3485 Windsor Avenue | Dubuque | IA | 52001 | 421337556 | 501(c)(3) | $16,250 | General support | |||
| Stonehill Franciscan Services | ||||||||||
| 3485 Windsor Ave | Dubuque | IA | 520019282 | 510141775 | 501(c)(3) | $11,288 | Annual Appeal | |||
| Studio Works Inc | ||||||||||
| 900 Jackson St LL3 | Dubuque | IA | 52001 | 454217883 | 501(c)(3) | $320,654 | General support | |||
| TASC Inc | ||||||||||
| 2213 Mt Olivet Rd NW | Waukon | IA | 52172 | 421018273 | 501(c)(3) | $8,000 | ACCF 2014 Grant | |||
| Two by Two Character Development | ||||||||||
| 470 W 4th St | Dubuque | IA | 52001 | 383908793 | 501(c)(3) | $85,034 | General support | |||
| University of Dubuque | ||||||||||
| 2000 University Ave | Dubuque | IA | 52001 | 420680323 | 501(c)(3) | $20,179 | Partnership Program | |||
| University of Wisconsin - Platteville | ||||||||||
| 1 University Plaza | Platteville | WI | 53818 | 391805963 | State of Wisconsin | $5,750 | General support | |||
| Urevbu Foundation | ||||||||||
| 410 S Main St | Memphis | TN | 38103 | 260448526 | 501(c)(3) | $50,000 | General support | |||
| Wartburg College | ||||||||||
| 100 Wartburg Blvd | Waverly | IA | 50677 | 420680351 | 501(c)(3) | $10,650 | General support | |||
| Wartburg Theological Seminary | ||||||||||
| 333 Wartburg Pl | Dubuque | IA | 52003 | 420681105 | 501(c)(3) | $14,770 | General support | |||
| Waukon Area Fire Protection District | ||||||||||
| 706 3rd Ave SW | Waukon | IA | 52172 | 426005340 | City of Waukon | $6,562 | Safety gear replacement | |||
| Waukon Wellness Center | ||||||||||
| 1220 3rd Avenue NW Ste 101 | Waukon | IA | 52172 | 426005340 | 501(c)(3) | $8,305 | General support | |||
| Young Heros Foundation | ||||||||||
| 15 Villone Drive | Leeds | MA | 01053 | 204026044 | 501(c)(3) | $5,462 | General support | |||
| Prodigy Child Development | ||||||||||
| 715 W Locust Street | Dubuque | IA | 52001 | 421509268 | Young Explorer Computer | $5,200 | FMV | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 115 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Opportunity Passport - youth financial management | GrantTypeTxt |
| Recipient | 19 | RecipientCnt |
| Cash Grant | $6,768 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 27 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,698,429 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Quoted market price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part V, Lines 8, 9a, and 9b: | Part V, lines 8, 9a, and 9b were inadvertently left blank on the original filing of the Form 990. The answers are correctly answered no on the amended filing of the return. |
| 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. John O'Connor and Donnelle Fuerste have a business relationship. |
| 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 2014. 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 14,309. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CFGD Real Estate LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Locust Street Suite 195 | AddressLine1 |
| City | Dubuque | City |
| State | IA | State |
| ZIP Code | 52001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421526614 | EIN |
| Primary Activities | Assist Community Foundation of Greater Dubuque with charitable giving needs | PrimaryActivitiesTxt |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Foundation of Greater Dubuque | BusinessNameLine1 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CFGD Charitable Trust | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Locust Street Ste 195 | AddressLine1 |
| City | Dubuque | City |
| State | IA | State |
| ZIP Code | 52001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356840681 | EIN |
| Primary Activities | Suppport the Community Foundation of Greater Dubuque | PrimaryActivitiesTxt |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 11a, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Foundation of Greater Dubuque | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leo A and Joy K McCarthy Charitable Lead Annuity Trust | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Locust Street Ste 195 | AddressLine1 |
| City | Dubuque | City |
| State | IA | State |
| ZIP Code | 52001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206408300 | EIN |
| Primary Activities | Support Community Foundation of Greater Dubuque | PrimaryActivitiesTxt |
| Legal Domicile State | IA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Foundation of Greater Dubuque | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Share Of Total Income | $19,440 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $166,023 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leo A and Joy K McCarthy Charitable Lead Annuity Trust | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $60,000 | InvolvedAmt |
| Method Of Amount Determination | Amount received | MethodOfAmountDeterminationTxt |