COMMUNITY FOUNDATION OF GREATER DUBUQUE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF GREATER DUBUQUE (EIN 42-1526614)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-08
- IRS object ID
- 201240689349301259
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2012-03-08T16:06:47-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3999 PENNSYLVANIA AVE SUITE 100 | AddressLine1 |
| City | DUBUQUE | City |
| State | IA | State |
| ZIP Code | 52002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421526614 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF GREATER DUBUQUE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 5635882700 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NANCY VAN MILLIGEN | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 5635882700 | Phone |
| Date Signed | 2012-03-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARMEN KRANTZ | Name |
| Phone | 5635561790 | Phone |
| Date Prepared | 2012-03-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | NANCY VAN MILLIGEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 21496881 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.DBQFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2001 | YearFormation |
| State Legal Domicile | IA | StateLegalDomicile |
| Activity Or Mission Description | TO SUPPORT SCIENTIFIC, EDUCATIONAL, AND CHARITABLE ACTIVITIES IN THE GREATER DUBUQUE AREA | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 17 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4478214 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7596371 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 22969 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 24140 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 621878 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1046445 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5123061 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8666956 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1464663 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2047351 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 372172 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 420913 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 33268 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 513092 | OtherExpensePriorYear |
| Other Expenses Current Year | 972467 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2349927 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3440731 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2773134 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5226225 | RevenuesLessExpensesCY |
| Total Assets BOY | 21254207 | TotalAssetsBOY |
| Total Assets EOY | 29182009 | TotalAssetsEOY |
| Total Liabilities BOY | 3007818 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3489329 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18246389 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25692680 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WE ARE COMMITTED TO IMPROVING THE QUALITY OF LIFE IN OUR REGION BY SERVING DONORS, MAKING GRANTS TO LOCAL NONPROFIT ORGANIZATIONS, AND PROVIDING COMMUNITY LEADERSHIP THROUGH CONVENING AND COLLABORATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3092623 | Expense |
| Grants | 2047351 | Grants |
| Revenue | 24140 | Revenue |
| Description | 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 AND DELAWARE 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.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, DUBUQUE 2.0, GREEN AND HEALTHY HOME INITIATIVE AND PROJECT HOPE. | Description |
| Total Program Service Expense | 3092623 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 17 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRISTIN KLUESNER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5635882700 | TelephoneNumber |
Address US AddressUS
| 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) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| PHIL RUPPEL | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| JOHN O'CONNOR | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| KEN TOWNSEND | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| DONNELLE FUERSTE | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| TIM CONLON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DICK FRIEDMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KEN FURST | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JIM THEISEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHARLIE GLAB | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEVE JUERGENS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WR KLAUER JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JEANNE LAURITSEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WALTER PREGLER | ||||||
| DIRECTOR UNTIL MAY 2011 | 1.00 | X | 0 | 0 | 0 | |
| DAVID WM RUSK | ||||||
| DIRECTOR UNTIL AUGUST 2010 | 1.00 | X | 0 | 0 | 0 | |
| ELDON HERRIG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JANE HASEK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NANCY VAN MILLIGEN | ||||||
| PRESIDENT/CEO | 40.00 | X | 108281 | 0 | 5678 | |
| KRISTIN KLUESNER | ||||||
| DIRECTOR OF FINANCE | 30.00 | X | 47268 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 155549 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 5678 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 206894 | GovernmentGrants |
| All Other Contributions | 7389477 | AllOtherContributions |
| Noncash Contributions | 1652348 | NoncashContributions |
| Total Contributions | 7596371 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SERVICE FEE INCOME | 900099 | 21904 | 21904 |
| SUPPORTING REVENUE | 900099 | 2236 | 2236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 24140 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 472651 | TotalRevenueColumn |
| Exclusion | $472,651 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13403719 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12829925 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 573794 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 573794 | TotalRevenueColumn |
| Exclusion | $573,794 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8666956 | TotalRevenueColumn |
| Related Or Exempt Function Income | 24140 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,046,445 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2047351 | Total |
| Program Services | 2047351 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167910 | Total |
| Program Services | 56781 | ProgramServices |
| Management And General | 84437 | ManagementAndGeneral |
| Fundraising | 26692 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219781 | Total |
| Program Services | 147394 | ProgramServices |
| Management And General | 72387 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4792 | Total |
| Management And General | 4792 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28430 | Total |
| Program Services | 15198 | ProgramServices |
| Management And General | 11247 | ManagementAndGeneral |
| Fundraising | 1985 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1978 | Total |
| Management And General | 1978 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12087 | Total |
| Management And General | 12087 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 491862 | Total |
| Program Services | 487798 | ProgramServices |
| Management And General | 4064 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215321 | Total |
| Program Services | 181637 | ProgramServices |
| Management And General | 33684 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129975 | Total |
| Program Services | 80991 | ProgramServices |
| Management And General | 47288 | ManagementAndGeneral |
| Fundraising | 1696 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3374 | Total |
| Management And General | 3374 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66751 | Total |
| Program Services | 63348 | ProgramServices |
| Management And General | 508 | ManagementAndGeneral |
| Fundraising | 2895 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10943 | Total |
| Program Services | 5602 | ProgramServices |
| Management And General | 5341 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18571 | Total |
| Management And General | 18571 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15082 | Total |
| Management And General | 15082 | ManagementAndGeneral |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6523 | Total |
| Program Services | 6523 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3440731 | Total |
| Program Services | 3092623 | ProgramServices |
| Management And General | 314840 | ManagementAndGeneral |
| Fundraising | 33268 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185504 | BOY |
| EOY | 251066 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1609668 | BOY |
| EOY | 2262615 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10800 | BOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 224721 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 117751 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147491 | BOY |
| EOY | 106970 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19300744 | BOY |
| EOY | 26561358 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21254207 | BOY |
| EOY | 29182009 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36698 | BOY |
| EOY | 44770 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80019 | BOY |
| EOY | 56545 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2891101 | BOY |
| EOY | 3388014 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3007818 | BOY |
| EOY | 3489329 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17344102 | BOY |
| EOY | 23887535 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 667535 | BOY |
| EOY | 1508917 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 234752 | BOY |
| EOY | 296228 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18246389 | BOY |
| EOY | 25692680 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21254207 | BOY |
| EOY | 29182009 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5226225 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2220066 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4721900 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3808003 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4533610 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4478214 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7596371 | CurrentTaxYear |
| Total | 25138098 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4721900 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3808003 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4533610 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4478214 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7596371 | CurrentTaxYear |
| Total | 25138098 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 5516895 | AmountsSubstContributorsTotal |
| Public Support Total170 | 19621203 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 229522 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 481551 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 408699 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 463741 | CurrentTaxYearMinus1Year |
| Current Tax Year | 472651 | CurrentTaxYear |
| Total | 2056164 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 27194262 | TotalSupport |
| Gross Receipts From Admissions Etc | 81111 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.72150 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.70780 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 101 | NumberDAFsHeld |
| Number Funds Held | 251 | NumberFundsHeld |
| Donor Advised Contributions | 3792093 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 3139787 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 1181536 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 885937 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 8772563 | AggregateDAFValue |
| Aggregate Fund Value | 20184827 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14068360 | BeginningOfYearBalance |
| Contributions | 2544038 | Contributions |
| Investment Earnings Or Losses | 2654661 | InvestmentEarningsOrLosses |
| Other Expenditures | 981903 | OtherExpenditures |
| End Of Year Balance | 18285156 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11046379 | BeginningOfYearBalance |
| Contributions | 2547475 | Contributions |
| Investment Earnings Or Losses | 1310903 | InvestmentEarningsOrLosses |
| Other Expenditures | 836397 | OtherExpenditures |
| End Of Year Balance | 14068360 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11119783 | BeginningOfYearBalance |
| Contributions | 1758760 | Contributions |
| Investment Earnings Or Losses | -1272785 | InvestmentEarningsOrLosses |
| Other Expenditures | 559379 | OtherExpenditures |
| End Of Year Balance | 11046379 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.01600 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.98400 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 224721 | OtherCostOrOtherBasis |
| Depreciation | 117751 | Depreciation |
| Book Value | 106970 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 106970 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION PAYABLE | $44,396 |
| FUNDS HELD FOR OTHERS | $3,262,952 |
| AMOUNTS DUE UNDER ANNUITY AGREEMENT | $80,666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3388014 | TotalOfAmounts |
| Total Revenue | 8666956 | TotalRevenue |
| Total Expenses | 3440731 | TotalExpenses |
| Excess Or Deficit For Year | 5226225 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2243952 | NetUnrealizedGLOnInvestments |
| Investment Expenses | -35049 | InvestmentExpenses |
| Other | $11,163 | OtherAmount |
| Total Adjustments | 2220066 | TotalAdjustments |
| Excess Or Deficit Per FS | 7446291 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 10957592 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2243952 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 70570 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 11163 | OtherRevenues |
| Revenue Not Rptd F990 | 2325685 | RevenueNotRptdF990 |
| Revenue Subtotal | 8631907 | RevenueSubtotal |
| Investment Expenses Not Included | 35049 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 35049 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8666956 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3511301 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 70570 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 70570 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3440731 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3440731 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | EARNINGS ON ENDOWMENTS ARE USED FOR CHARITABLE PURPOSES |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 11,163. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHG IN VALUE OF SPLIT-INTEREST AGREEMENTS INCL IN REVENUE PER FINANCIAL STMT 11,163. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (89 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ALLAMAKEE COMMUNITY SCHOOL DISTRICT | |||||||
| 1061 3RD AVE NW | WAUKON | IA | 52172 | 426036591 | 501(C)(3) | 13668 | SPORTS AND LEISURE |
| AMERICAN CANCER SOCIETY | |||||||
| 4080 FIRST AVE NE STE 101 | CEDAR RAPIDS | IA | 52402 | 131788491 | 501(C)(3) | 9915 | HEALTH AND GENERAL |
| BOYS AND GIRLS CLUB | |||||||
| 1299 LOCUST ST | DUBUQUE | IA | 52001 | 427210263 | 501(C)(3) | 13720 | EDUCATIONAL |
| CATHEDRAL OF ST RAPHAEL | |||||||
| 231 BLUFF STREET | DUBUQUE | IA | 52001 | 420703275 | 501(C)(3) | 5000 | RELIGION |
| CITY OF LANSING | |||||||
| PO BOX 470 | LANSING | IA | 52151 | 426004861 | 501(C)(1) | 14000 | MAIN STREET PROGRAM INITIATION AND CLEAN UP TO EAST ENTRANCE OF ALLAMAKEE COUNTY |
| CITY OF NEW ALBIN | |||||||
| PO BOX 14 | NEW ALBIN | IA | 52160 | 030575089 | 501(C)(1) | 6970 | ICE WATER RESCUE EQUIPMENT AND MUNICIPAL BUILDING REVAMP |
| CLARKE COLLEGE | |||||||
| 1550 CLARKE DR | DUBUQUE | IA | 520013198 | 420680408 | 501(C)(3) | 22530 | EDUCATIONAL |
| CRESCENT COMMUNITY HEALTH CENTER | |||||||
| 1789 ELM STREET | DUBUQUE | IA | 52001 | 481302204 | 501(C)(3) | 241261 | OFFSET COSTS OF H1N1 AND PNEUMONIA VACCINES AND HEALTH AND GENERAL |
| DELAWARE COUNTY DISASTER RECOVERY COMMITTEE FOR VICTIM RELIEF | |||||||
| 101 EAST MAIN STREET | MANCHESTER | IA | 52057 | 421045184 | 501(C)(3) | 62200 | AG MITIGATION |
| DUBUQUE ART CENTER | |||||||
| 137 MAIN STREET | DUBUQUE | IA | 52001 | 263523626 | 501(C)(3) | 11025 | YOUTH MENTORING, ARTS ENRICHMENT PROGRAM AND STUDY, VIDEO PRODUCTION CLASSES FOR TEENS |
| DUBUQUE COMMUNITY ICE AND RECREATION CENTER | |||||||
| PO BOX 1816 | DUBUQUE | IA | 52004 | 432077297 | 501(C)(3) | 61860 | SPORTS AND LEISURE |
| DUBUQUE HUMANE SOCIETY | |||||||
| 175 N CRESCENT RDG | DUBUQUE | IA | 52003 | 426039535 | 501(C)(3) | 9650 | BUILDING FUND, LAND ACQUISITION, AND EXPANSION PROJECT |
| DUBUQUE MERCY HEALTH FOUNDATION | |||||||
| 250 MERCY DRIVE | DUBUQUE | IA | 52001 | 262227941 | 501(C)(3) | 31350 | CRITICAL CARE CAMPAIGN AND CAMPAIGN ICU |
| DUBUQUE MUSEUM OF ART | |||||||
| 701 LOCUST STREET | DUBUQUE | IA | 52001 | 421071185 | 501(C)(3) | 17055 | LECTURE SERIES, ARTS AND CULTURE |
| DUBUQUE RESCUE MISSION | |||||||
| 398 MAIN STREET | DUBUQUE | IA | 52001 | 420844836 | 501(C)(3) | 8262 | HUMAN SERVICE |
| DUBUQUE SYMPHONY ORCHESTRA | |||||||
| 2728 ASBURY RD | DUBUQUE | IA | 520012970 | 237429727 | 501(C)(3) | 63790 | DUBUQUE YOUTH SYMPHONY, ARTS AND CULTURE |
| FINLEY HEALTH FOUNDATION | |||||||
| 350 NORTH GRANDVIEW AVENUE | DUBUQUE | IA | 52001 | 421386963 | 501(C)(3) | 13365 | WENDT REGIONAL CANCER CENTER AND MAKING A DIFFERENCE CAMPAIGN |
| FLAMES OF LOVE INTERNATIONAL MINISTRIES | |||||||
| 405 DEVARGAS | EL PASO | TX | 79905 | 742374868 | 501(C)(3) | 21000 | RELIGION |
| FOUR MOUNDS FOUNDATION | |||||||
| 4900 PERU ROAD | DUBUQUE | IA | 52001 | 421265303 | 501(C)(3) | 9640 | PRESENTATIONS, GRAPHIC DESIGN, AND COMMUNITY DEVELOPMENT |
| FULTON ELEMENTARY SCHOOL | |||||||
| 2540 CENTRAL AVE | DUBUQUE | IA | 52001 | 426001531 | 501(C)(3) | 5000 | BULLYING PRESENTATIONS AND EDUCATIONAL |
| GIRL SCOUTS OF EASTERN IOWA AND WESTERN ILLINOIS | |||||||
| 2644 PENNSYLVANIA AVE | DUBUQUE | IA | 52001 | 421008848 | 501(C)(3) | 8600 | LEADERSHIP DEVELOPMENT AND WOMEN IN THE ARTS |
| GUTTENBERG MUNICIPAL HOSPITAL | |||||||
| 200 MAIN STREET | GUTTENBERG | IA | 520520550 | 426038728 | 501(C)(3) | 25000 | BUILDING CAMPAIGN FUND |
| HILLCREST FAMILY SERVICES | |||||||
| 2005 ASBURY RD | DUBUQUE | IA | 52001 | 420680411 | 501(C)(3) | 70314 | TRANSITIONAL HOUSING SUPPORT |
| HILLS AND DALES CHILD DEVELOPMENT CENTER | |||||||
| 1011 DAVIS ST | DUBUQUE | IA | 52001 | 421388270 | 501(C)(3) | 13100 | MUSIC THERAPY PROGRAM, DREAM TRIPS, AND THEATRE PROGRAM |
| HOLY FAMILY CATHOLIC SCHOOLS | |||||||
| 2005 KANE ST | DUBUQUE | IA | 520010538 | 420792429 | 501(C)(3) | 47375 | ANTI-BULLYING/LEADERSHIP PRESENTATION AND HOLY FAMILY BUILDING IN FAITH |
| HOSPICE OF DUBUQUE | |||||||
| 2255 JFK RD | DUBUQUE | IA | 52002 | 421205973 | 501(C)(3) | 22905 | BUILDING FOR COMPASSION CAPITAL CAMPAIGN |
| LINCOLN ELEMENTARY SCHOOL | |||||||
| 555 NEVADA STREET | DUBUQUE | IA | 52001 | 426001531 | 501(C)(3) | 5000 | EDUCATIONAL |
| LORAS COLLEGE | |||||||
| PO BOX 178 | DUBUQUE | IA | 520040178 | 420680412 | 501(C)(3) | 134875 | EDUCATIONAL |
| MARYKNOLL FATHERS | |||||||
| PO BOX 302 | MARYKNOLL | NY | 10545 | 131740144 | 501(C)(3) | 15000 | RELIGION INTERNATIONAL |
| MERCY MEDICAL CENTER | |||||||
| 250 MERCY DRIVE | DUBUQUE | IA | 52001 | 311373080 | 501(C)(3) | 12500 | CATH LAB AND MERCY FESTIVAL OF TREES |
| MULTI-CULTURAL FAMILY CENTER | |||||||
| 1340 WHITE STREET | DUBUQUE | IA | 52001 | 270751743 | 501(C)(3) | 6900 | ANTI-BULLYING PRESENTATIONS AND PROGRAMS AND OUTREACH FOR NEW CENTER |
| OPENING DOORS (MARIA HOUSE & TERESA SHELTER) | |||||||
| 1561 JACKSON ST | DUBUQUE | IA | 520014904 | 421490364 | 501(C)(3) | 42445 | EMPOWER LIVES/INDIVIDUALIZED PROGRAMMING, WOMEN'S GIVING CIRCLE GRANT |
| PROJECT CONCERN | |||||||
| 1789 ELM ST B | DUBUQUE | IA | 52001 | 421298833 | 501(C)(3) | 39687 | HELP AND HOPE FUNDRAISER AND PAYOUT FOR CHRISTMAS IN JULY |
| RIVERVIEW CENTER INC | |||||||
| 2600 DODGE ST | DUBUQUE | IA | 52003 | 363920008 | 501(C)(3) | 12535 | VIOLENCE PREVENTION EDUCATION; WOMEN'S GIVING CIRCLE GRANT |
| RURAL HERITAGE MUSEUM | |||||||
| 11816 CHRISTENSEN LANE | DUBUQUE | IA | 52001 | 205343825 | 501(C)(3) | 5000 | DONOR ADVISED PAYOUT FOR 22 ACRES LAND |
| SHALOM RETREAT CENTER | |||||||
| 1001 DAVIS ST | DUBUQUE | IA | 52001 | 420757421 | 501(C)(3) | 8000 | BOILER REPLACEMENT PROJECT |
| SOLIDARITY BRIDGE | |||||||
| 1577 FLORENCE AVE | EVANSTON | IL | 60201 | 364481213 | 501(C)(3) | 11000 | HEALTH AND GENERAL |
| ST JOSEPH THE WORKER CATHOLIC CHURCH | |||||||
| 60 SOUTH ALGONA STREET | DUBUQUE | IA | 52001 | 420698063 | 501(C)(3) | 22310 | RELIGION |
| ST JOHN'S LUTHERAN CHURCH | |||||||
| 203 PEARL ST | GUTTENBERG | IA | 52052 | 421522040 | 501(C)(3) | 18680 | BUILDING FUND, REPAIR FUND, AND HAITI DISASTER FUND |
| ST MARK'S COMMUNITY CENTER | |||||||
| 1201 LOCUST STREET | DUBUQUE | IA | 52001 | 421338364 | 501(C)(3) | 10270 | ICE FEST AND ENDOWMENT DISTRIBUTION FOR YOUTH DEVELOPMENT |
| ST PATRICK SCHOOL | |||||||
| 200 2ND ST SW | WAUKON | IA | 52172 | 420698115 | 501(C)(3) | 7034 | LIBRARY COMPUTER DATABASE/CIRCULATION SYSTEM |
| TWO BY TWO CAMPUS INC | |||||||
| 620 S GRANDVIEW AVENUE | DUBUQUE | IA | 52003 | 203437767 | 501(C)(3) | 9032 | SUPERINTENDENT PARTNER AND CED TEAM PROJECT |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| PO BOX 2678 | KEARNEY | NE | 68848 | 470379839 | 501(C)(3) | 5000 | 5 - $1,000 SCHOLARSHIPS TO STUDENT IN THE INDUSTRIAL DISTRIBUTION PROGRAM |
| WAUKON WELLNESS CENTER | |||||||
| 1220 3RD AVENUE NW STE 101 | WAUKON | IA | 52172 | 426005340 | 501(C)(3) | 7185 | OPERATION SECURE |
| ABUNDANT LIVING FAITH CENTER | |||||||
| 2140 N ZARAGOSA 140 | EL PASO | TX | 79938 | 237454799 | 501(C)(3) | 20000 | RELIGION |
| ALBRECHT ACRES | |||||||
| 14837 SHERRILL ROAD | SHERRILL | IA | 52073 | 421125110 | 501(C)(3) | 6975 | HUMAN SERVICES |
| ALLAMAKEE COUNTY CONSERVATION BOARD | |||||||
| PO BOX 278 | HARPERS FERRY | IA | 52146 | 426005341 | 501(C)(3) | 6000 | SPORTS EDUCATIONSPORTS EDUCATION |
| ARCHDIOCESE OF DUBUQUE | |||||||
| 1229 MT LORETTA AVENUE | DUBUQUE | IA | 52002 | 420680409 | 501(C)(3) | 37000 | RELIGION |
| BECKMAN HIGH SCHOOL | |||||||
| 1325 9TH ST SE | DYERSVILLE | IA | 52040 | 420923753 | 501(C)(3) | 6400 | EDUCATIONAL |
| BELL TOWER THEATER AND EVENT CENTER | |||||||
| 2728 ASBURY RD | DUBUQUE | IA | 52001 | 870690005 | 501(C)(3) | 22000 | ARTS AND CULTURE |
| BETHANY HOME | |||||||
| 1005 LINCOLN AVENUE | DUBUQUE | IA | 52001 | 420698260 | 501(C)(3) | 35615 | HUMAN SERVICES |
| CAMP COURAGEOUS OF IOWA | |||||||
| 12007 190TH STREET | MONTICELLO | IA | 523100418 | 237210932 | 501(C)(3) | 8415 | HUMAN SERVICES |
| CARNEGIE-STOUT PUBLIC LIBRARY FOUNDATION | |||||||
| 360 W 11TH STREET | DUBUQUE | IA | 520014625 | 421452704 | 501(C)(3) | 9255 | EDUCATIONAL |
| CATALDO CATHOLIC SCHOOL | |||||||
| 455 WEST 18TH AVENUE | SPOKANE | WA | 99203 | 530196617 | 501(C)(3) | 16000 | EDUCATIONAL |
| COMMUNITY FOUNDATION OF JOHNSON COUNTY | |||||||
| 325 E WASHINGTON STREET | IOWA CITY | IA | 52240 | 421508117 | 501(C)(3) | 5000 | PUBLIC SERVICES |
| CITY OF DUBUQUE | |||||||
| 50 WEST 13TH STREET | DUBUQUE | IA | 52001 | 426004596 | 501(C)(1) | 38990 | PUBLIC SERVICE |
| CITY OF MANCHESTER | |||||||
| 208 EAST MAIN | MANCHESTER | IA | 52057 | 426004909 | 501(C)(1) | 10000 | COMMUNITY DEVELOPMENT |
| CITY OF NEVADA | |||||||
| 1209 6TH STREET | NEVADA | IA | 50201 | 426005023 | 501(C)(1) | 5000 | SENIOR COMMUNITY CENTER |
| CITY OF POSTVILLE | |||||||
| 147 N LAWLER STREET | POSTVILLE | IA | 52162 | 426005131 | 501(C)(1) | 5000 | SWIMMING POOL RENOVATION |
| COMMUNITY HEALTH FREE CLINIC | |||||||
| 947 14TH AVENUE SE | CEDAR RAPIDS | IA | 52401 | 481302204 | 501(C)(3) | 5000 | EMERGENCY DENTAL CARE |
| DELAWARE COUNTY EXTENSION OFFICE | |||||||
| 1417 N FRANKLIN STREET | MANCHESTER | IA | 52057 | 426021418 | 501(C)(3) | 5000 | 4-H MEMORABILIA - PRESERVATION AT MUSEUM |
| DUBUQUE COMMUNITY Y | |||||||
| 35 N BOOTH STREET | DUBUQUE | IA | 52001 | 420933471 | 501(C)(3) | 7460 | HUMAN SERVICES |
| DUBUQUE COUNTY HISTORICAL SOCIETY | |||||||
| 350 E THIRD STREET | DUBUQUE | IA | 52001 | 426072050 | 501(C)(3) | 7790 | EDUCATIONAL |
| EXCEL INC | |||||||
| 230 W MAIN STREET | OKOLONA | MS | 38860 | 640801905 | 501(C)(3) | 10000 | PUBLIC SERVICE |
| FOUR OAKS OF DUBUQUECORNERSTONE | |||||||
| 180 W 15TH STREET | DUBUQUE | IA | 520014809 | 420998726 | 501(C)(3) | 5000 | YOUTH DEVELOPMENT |
| GRAND OPERA HOUSE | |||||||
| 135 WEST 8TH STREET | DUBUQUE | IA | 52001 | 421133812 | 501(C)(3) | 10755 | ARTS AND CULTURE |
| HEARTS WITH HAITI | |||||||
| 27 HORNE STREET | RALEIGH | NC | 27607 | 562267791 | 501(C)(3) | 20020 | HUMAN SERVICES |
| HOPE HOUSE OF DUBUQUE | |||||||
| 398 MAIN STREET | DUBUQUE | IA | 52001 | 421453549 | 501(C)(3) | 9000 | ROOF PROJECT |
| IOWA JAG INC | |||||||
| 400 E 14TH STREET | DES MOINES | IA | 50319 | 421492988 | 501(C)(3) | 17000 | EDUCATIONAL |
| IOWA STATE UNIVERSITY EXTENSION | |||||||
| 605 E MAIN STREET | ANAMOSA | IA | 52205 | 426021438 | 501(C)(3) | 6000 | EDUCATIONAL |
| JACKSON COUNTY DISASTER RELIEF COMMITTEE | |||||||
| 18720 250TH AVENUE | BELLEVUE | IA | 52031 | 426004923 | 501(C)(3) | 6800 | FLOOD RELIEF |
| LANSING FIRE DEPARTMENT | |||||||
| 560 CENTER STREET | LANSING | IA | 52151 | 391872357 | 501(C)(3) | 5000 | AIR PACK REPLACEMENT |
| LUTHERAN WORLD FEDERATION | |||||||
| 8765 W HIGGINS ROAD | CHICAGO | IL | 60631 | 411568278 | 501(C)(3) | 17000 | HUMAN SERVICES |
| NATIONAL MISSISSIPPI RIVER MUSEUM & AQUARIUM | |||||||
| 350 E 3RD STREET | DUBUQUE | IA | 52001 | 426072050 | 501(C)(3) | 22675 | EDUCATIONAL |
| NATIVITY CHURCH | |||||||
| 1225 ALTA VISTA STREET | DUBUQUE | IA | 52001 | 530196617 | 501(C)(3) | 6000 | RELIGION |
| NORTHEAST IOWA COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 10601 MILITARY ROAD | DUBUQUE | IA | 52004 | 420680414 | 501(C)(3) | 6360 | YOUTH DEVELOPMENT |
| NORTHEAST IOWA SCHOOL OF MUSIC | |||||||
| 2728 ASBURY ROAD STE 200 | DUBUQUE | IA | 52001 | 421510485 | 501(C)(3) | 6222 | ARTS AND CULTURE |
| POSTVILLE CHILD CARE CENTER | |||||||
| 210 SOUTH OGDEN STREET | POSTVILLE | IA | 52162 | 421371068 | 501(C)(3) | 5200 | EDUCATIONAL |
| PRESENTATION LANTERN | |||||||
| 1584 WHITE STREET | DUBUQUE | IA | 52001 | 134224124 | 501(C)(3) | 5700 | HEALTH |
| SISTERS OF ST FRANCIS | |||||||
| 3390 WINDSOR AVENUE | DUBUQUE | IA | 52001 | 420754210 | 501(C)(3) | 20740 | RELIGION |
| ST CLEMENTS CATHOLIC CHURCH | |||||||
| 537 FAIRFIELD | STAMFORD | CT | 06902 | 060653079 | 501(C)(3) | 5000 | RELIGION |
| STEP BY STEP | |||||||
| PO BOX 1177 | DUBUQUE | IA | 52001 | 061761971 | 501(C)(3) | 5440 | HUMAN SERVICES |
| STONEHILL FRANCISCAN SERVICES | |||||||
| 3485 WINDSOR AVENUE | DUBUQUE | IA | 52001 | 510141775 | 501(C)(3) | 6225 | HUMAN SERVICES |
| SUN COUNTRY AIRLINES | |||||||
| 1300 MENDOTA HEIGHTS ROAD | MENDOTA HEIGHTS | MN | 55120 | 352159124 | 10350 | HONOR FLIGHT | |
| THE PRESBYTERIAN VILLAGE | |||||||
| 502 BUTLER | ACKLEY | IA | 50601 | 420698841 | 501(C)(3) | 5000 | DELIVERED HOME MEALS |
| UERPC HOUSING INC | |||||||
| 134 WEST GREENE STREET | POSTVILLE | IA | 52162 | 421453295 | 501(C)(3) | 5000 | HOUSING |
| UNIVERSITY OF DUBUQUE | |||||||
| 2000 UNIVERSITY AVENUE | DUBUQUE | IA | 52001 | 420680323 | 501(C)(3) | 6280 | EDUCATIONAL |
| WARTBURG THEOLOGICAL SEMINARY | |||||||
| 333 WARTBURG PLACE | DUBUQUE | IA | 52004 | 420681105 | 501(C)(3) | 5000 | RELIGIOUS EDUCATION |
| WATERVILLE ELEMENTARY | |||||||
| 115 MAIN STREET | WATERVILLE | IA | 52170 | 426036591 | 501(C)(3) | 5000 | EDUCATIONAL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 88 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: APPLICATIONS FOR GRANTS MUST BE SUBMITTED BY ORGANIZATIONS. FROM THE APPLICATIONS SUBMITTED, A COMMITTEE OF THE BOARD WILL DECIDE TO WHICH ORGANIZATIONS GRANTS WILL BE AWARDED. THE UNRESTRICTED FUND IS A FUND FROM WHICH INCOME AND/OR PRINCIPAL MAY BE DISTRIBUTED TO CHARITIES DESIGNATED AS 501(C)(3) ORGANIZATIONS. PRINCIPAL MAY BE DISTRIBUTED TO CHARITIES DESIGNATED AS 501(C)(3) ORGANIZATIONS AND TO QUALIFIED CHARITABLE CAUSES AND CONCERNS. 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. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 28 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1652348 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | QUOTED MARKET PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE CONSISTS OF NOT LESS THAN FIVE (5) NOR MORE THAN SEVEN (7) DIRECTORS, INCLUDING THE CHAIR, VICE CHAIR, SECRETARY, TREASURER, AND OTHER DIRECTORS SELECTED AT-LARGE. ONLY MEMBERS OF THE BOARD OF DIRECTORS MAY SERVE ON THIS COMMITTEE. EXCEPT FOR THE POWER TO FILL VACANCIES ON THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE, DURING THE INTERVALS BETWEEN THE MEETINGS OF THE BOARD, EXERCISE ALL OF THE POWERS OF THE BOARD IN THE MANAGEMENT OF THE AFFAIRS OF COMMUNITY FOUNDATION OF GREATER DUBUQUE, INCLUDING THE RESPONSIBILITY AND POWER TO APPOINT COMMITTEES, DETERMINE THE DISTRIBUTION OF PROPERTY OF THE FOUNDATION AS PROVIDED IN THESE BY-LAWS (SUBJECT TO THE PROVISIONS OF THE ARTICLES OF INCORPORATION), AUTHORITY OVER THE INVESTMENT POLICIES WITH RESPECT TO THE PROPERTY OF THE FOUNDATION, WHETHER HELD DIRECTLY OR THROUGH CUSTODIANS OR AGENTS, AND SUCH OTHER DUTIES AND AUTHORITY AS MAY BE DELEGATED TO IT BY THE BOARD. A MAJORITY OF THE MEMBERS OF THE EXECUTIVE COMMITTEE PRESENT AT ANY MEETING CONSTITUTE A QUORUM. THE EXECUTIVE COMMITTEE KEEPS FULL RECORDS AND ACCOUNTS OF ITS PROCEEDINGS AND TRANSACTIONS. ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE ARE REPORTED TO THE BOARD AT ITS NEXT MEETING. | |
| 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 BEFORE IT IS FILED. THE PRESIDENT/CEO AND FINANCE DIRECTOR REVIEW THE 990. | |
| 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 12C | |
| 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 FY2011. 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 B, LINE 15A | |
| THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| THE FOLLOWING INDIVIDUAL DEVOTED TIME PROVIDING SERVICES TO THE FOLLOWING RELATED ORGANIZATIONS. CFGD REAL ESTATE, LLC NANCY VAN MILLIGEN 1 HOUR PER WEEK CFGD CHARITABLE TRUST NANCY VAN MILLIGEN .2 HOURS PER WEEK | FORM 990, PART VII, SECTION A: | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 2,243,952. INVESTMENT EXPENSES: -35,049. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 11,163. TOTAL TO FORM 990, PART XI, LINE 5: 2,220,066. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CFGD REAL ESTATE LLC | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | IA | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CFGD CHARITABLE TRUST | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | IA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
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 Org | 1 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEO A AND JOY K MCCARTHY CHARITABLE LEAD ANNUITY TRUST | BusinessNameLine1 |
Address US AddressUS
| 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 Activity | SUPPORT COMMUNITY FOUNDATION OF GREATER DUBUQUE | PrimaryActivity |
| Legal Domicile State | IA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | T | TypeOfEntity |
| Share Of Total Income | 60000 | ShareOfTotalIncome |
| Share Of EOY Assets | 287124 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CFGD CHARITABLE TRUST | ||
| LEO A AND JOY K MCCARTHY CHARITABLE LEAD ANNUITY TRUST | ||
| C | 60000 | ACTUAL AMOUNT RECEIVED |