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COMMUNITY FOUNDATION OF GREATER DUBUQUE: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION OF GREATER DUBUQUE (EIN 42-1526614)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-14
IRS object ID
201821349349308272
Schema version
2016v3.0
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

FieldValueIRS element (for citing)
Return2018-05-14T15:21:37-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EIDE BAILLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11545 ASSOCIATES DR STE 101AddressLine1Txt
CityDUBUQUECityNm
State AbbreviationIAStateAbbreviationCd
ZIP52002ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN421526614EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Community Foundation of Greater DubuqueBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOMMBusinessNameControlTxt
Phone5635882700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 Locust Street No 195AddressLine1Txt
CityDubuqueCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNancy Van MilligenPersonNm
Person TitlePresident/CEOPersonTitleTxt
Phone5635882700PhoneNum
Signature2018-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCarmen KrantzPreparerPersonNm
PTINP00031958PTIN
Phone5635561790PhoneNum
Preparation2018-05-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.84.124.22IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-05-11IPDt
IP Tm16:54:26IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id330E77A2EC15986A2DC713C7FDB26B906589BB96AtSubmissionCreationDeviceId
At Submission Filing Device Id330E77A2EC15986A2DC713C7FDB26B906589BB96AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerNancy Van MilligenPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 Locust Street No 195AddressLine1Txt
CityDubuqueCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52001ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$42,136,206GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.dbqfoundation.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateIALegalDomicileStateCd
Activity Or MissionThe Community Foundation of Greater Dubuque strengthens communities and inspires giving.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee25TotalEmployeeCnt
Total Volunteers21TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$11,576,768PYContributionsGrantsAmt
CY Contributions Grants$12,966,035CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$18,480CYProgramServiceRevenueAmt
PY Investment Income$806,006PYInvestmentIncomeAmt
CY Investment Income$1,359,219CYInvestmentIncomeAmt
PY Other Revenue-$17,098PYOtherRevenueAmt
CY Other Revenue-$16,480CYOtherRevenueAmt
PY Total Revenue$12,365,676PYTotalRevenueAmt
CY Total Revenue$14,327,254CYTotalRevenueAmt
PY Grants And Similar Paid$6,953,711PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,719,117CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,340,679PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,370,491CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$623,429CYTotalFundraisingExpenseAmt
PY Other Expenses$1,374,857PYOtherExpensesAmt
CY Other Expenses$1,454,587CYOtherExpensesAmt
PY Total Expenses$9,669,247PYTotalExpensesAmt
CY Total Expenses$8,544,195CYTotalExpensesAmt
PY Revenues Less Expenses$2,696,429PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,783,059CYRevenuesLessExpensesAmt
Total Assets BOY$66,503,296TotalAssetsBOYAmt
Total Assets EOY$79,194,492TotalAssetsEOYAmt
Total Liabilities BOY$1,108,487TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,619,454TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$65,394,809NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$77,575,038NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,069,485ExpenseAmt
Grant$5,719,117GrantAmt
Revenue$18,480RevenueAmt
DescThe 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, Clinton, 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 Allamakee, Clayton, Clinton, Delaware, Dyersville, Dubuque, Jackson, 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 Heart and Soul, Grade-Level Reading, Grants to Green, Inclusive Dubuque, Project Hope, Women's Giving Circle and YAPPERS.Desc
Total Program Service Expenses$7,069,485TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document49IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee25EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Community Foundation of Greater DubuqueBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5635882700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 Locust Street Ste 195AddressLine1Txt
CityDubuqueCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52001ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Chad Chandlee
Chair1.000.00Yes (X)Yes (X)$0$0$0
Robert Hoefer
Vice Chair1.000.00Yes (X)Yes (X)$0$0$0
Teri Zuccaro
Treasurer1.000.00Yes (X)Yes (X)$0$0$0
Keith Kramer
Secretary1.000.00Yes (X)Yes (X)$0$0$0
Nancy Dunkel
Director1.000.00Yes (X)$0$0$0
Terry Friedman
Director1.000.00Yes (X)$0$0$0
Sarah Harris
Director1.000.00Yes (X)$0$0$0
Dr Jane Hasek
Director1.000.00Yes (X)$0$0$0
Natalie Hoffmann
Director1.000.00Yes (X)$0$0$0
Earnest Jackson
Director1.000.00Yes (X)$0$0$0
Cheri Jones
Director1.000.00Yes (X)$0$0$0
Brian Kane
Director1.000.00Yes (X)$0$0$0
Jeanne Lauritsen
Director1.000.00Yes (X)$0$0$0
Dr Darryl Mozena
Director1.000.00Yes (X)$0$0$0
Kurt Strand
Director1.000.00Yes (X)$0$0$0
Cheryl Syke
Director1.000.00Yes (X)$0$0$0
Chris Theisen
Director1.000.00Yes (X)$0$0$0
Dr Liang Chee Wee
Director1.000.00Yes (X)$0$0$0
Mark Willging
Director1.000.00Yes (X)$0$0$0
Dr Ed Alt
Director until 11/22/161.000.00Yes (X)$0$0$0
Phillip Ruppel
Director until 11/22/161.000.00Yes (X)$0$0$0
Nancy Van Milligen
President/CEO40.001.00Yes (X)$157,037$0$10,540
FieldValueIRS element (for citing)
Total Reportable Comp From Org$157,037TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$10,540TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$379,731FederatedCampaignsAmt
Fundraising$76,572FundraisingAmt
Government Grants$788,695GovernmentGrantsAmt
All Other Contributions$11,721,037AllOtherContributionsAmt
Noncash Contributions$2,211,553NoncashContributionsAmt
Total Contributions$12,966,035TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
McCarthy Center Rental and Traini900099$12,746$12,746
Program Events900099$5,734$5,734
FieldValueIRS element (for citing)
Total Program Service Revenue$18,480TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,327,528TotalRevenueColumnAmt
Exclusion$1,327,528ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$27,758,394SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$27,726,703SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$31,691SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,691TotalRevenueColumnAmt
Exclusion$31,691ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$65,769FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$76,572ContriRptFundraisingEventAmt
Fundraising Direct Expenses$82,249FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$16,480TotalRevenueColumnAmt
Exclusion-$16,480ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,327,254TotalRevenueColumnAmt
Related Or Exempt Func Income$18,480RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,342,739ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,542,993TotalAmt
Program Services$5,542,993ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$176,124TotalAmt
Program Services$176,124ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$182,071TotalAmt
Management And General$127,450ManagementAndGeneralAmt
Fundraising$54,621FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,034,419TotalAmt
Program Services$320,531ProgramServicesAmt
Management And General$325,447ManagementAndGeneralAmt
Fundraising$388,441FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$18,274TotalAmt
Management And General$11,143ManagementAndGeneralAmt
Fundraising$7,131FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$46,188TotalAmt
Program Services$10,326ProgramServicesAmt
Management And General$27,696ManagementAndGeneralAmt
Fundraising$8,166FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$89,539TotalAmt
Program Services$25,479ProgramServicesAmt
Management And General$32,177ManagementAndGeneralAmt
Fundraising$31,883FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,645TotalAmt
Program Services$3,645ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$20,144TotalAmt
Program Services$1,275ProgramServicesAmt
Management And General$18,039ManagementAndGeneralAmt
Fundraising$830FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$4,291TotalAmt
Management And General$4,291ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,581TotalAmt
Program Services$4,581ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$549,814TotalAmt
Program Services$520,765ProgramServicesAmt
Management And General$25,734ManagementAndGeneralAmt
Fundraising$3,315FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$106,577TotalAmt
Program Services$30,284ProgramServicesAmt
Management And General$3,730ManagementAndGeneralAmt
Fundraising$72,563FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$58,408TotalAmt
Program Services$22,738ProgramServicesAmt
Management And General$29,644ManagementAndGeneralAmt
Fundraising$6,026FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$42,726TotalAmt
Program Services$2,070ProgramServicesAmt
Management And General$38,559ManagementAndGeneralAmt
Fundraising$2,097FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$106,300TotalAmt
Program Services$9,794ProgramServicesAmt
Management And General$93,229ManagementAndGeneralAmt
Fundraising$3,277FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$78,306TotalAmt
Program Services$40,464ProgramServicesAmt
Management And General$21,588ManagementAndGeneralAmt
Fundraising$16,254FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$17,684TotalAmt
Program Services$4,500ProgramServicesAmt
Management And General$13,184ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$61,183TotalAmt
Program Services$1,488ProgramServicesAmt
Management And General$59,695ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$106,388TotalAmt
Program Services$95,925ProgramServicesAmt
Management And General$10,463ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Special Event expenses$226,435$222,829$2,519$1,087
Memberships and publica$22,246$19,129$2,867$250
Donor relations/meeting$19,831$4,703$1,166$13,962
McCarthy Center expense$16,044$2,518$13,526

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$9,984TotalAmt
Program Services$9,842ProgramServicesAmt
Management And General$142ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,544,195TotalAmt
Program Services$7,069,485ProgramServicesAmt
Management And General$851,281ManagementAndGeneralAmt
Fundraising$623,429FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,384,159BOYAmt
EOY$3,291,556EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$296,956BOYAmt
EOY$221,237EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,400BOYAmt
EOY$21,228EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$15,537BOYAmt
EOY$7,062EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,479,999LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$358,101LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$853,021BOYAmt
EOY$1,121,898EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$60,256,003BOYAmt
EOY$72,416,239EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,695,220BOYAmt
EOY$2,115,272EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$66,503,296BOYAmt
EOY$79,194,492EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$349,740BOYAmt
EOY$212,926EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$359,799BOYAmt
EOY$280,565EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$193,333EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$192,789BOYAmt
EOY$668,913EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$206,159BOYAmt
EOY$263,717EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,108,487BOYAmt
EOY$1,619,454EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$64,217,652BOYAmt
EOY$75,919,528EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$220,121BOYAmt
EOY$598,601EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$957,036BOYAmt
EOY$1,056,909EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$65,394,809BOYAmt
EOY$77,575,038EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$66,503,296BOYAmt
EOY$79,194,492EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$5,783,059ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,337,362NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$59,808OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,732,491CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,140,171CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,448,538CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,576,768CurrentTaxYearMinus1YearAmt
Current Tax Year$12,966,035CurrentTaxYearAmt
Total$54,864,003TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,732,491CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,140,171CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,448,538CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,576,768CurrentTaxYearMinus1YearAmt
Current Tax Year$12,966,035CurrentTaxYearAmt
Total$54,864,003TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$6,908,812SubstantialContributorsTotAmt
Public Support Total170$47,955,191PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$804,943CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$832,921CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$998,146CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,178,998CurrentTaxYearMinus1YearAmt
Current Tax Year$1,327,528CurrentTaxYearAmt
Total$5,142,536TotalAmt
FieldValueIRS element (for citing)
Total Support$60,006,539TotalSupportAmt
Gross Receipts Rltd Activities$1,017,107GrossReceiptsRltdActivitiesAmt
Public Support CY1700.79920PublicSupportCY170Pct
Public Support PY1700.79220PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$4,291OtherActivitiesAmt
Total Lobbying Expenditures$4,291TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II-B, Line 1:FormAndLineReferenceDesc
ExplanationPayment to Van Scoyoc Associates for lobbying. VSA is an independent lobbying firm that promotes legislation.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held159DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held883FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$4,717,630DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$7,898,740FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$2,930,719DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$2,796,247FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$21,075,036DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$56,710,544FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$51,666,162BeginningYearBalanceAmt
Contributions$6,229,182ContributionsAmt
Investment Earnings Or Losses$6,334,772InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,358,558GrantsOrScholarshipsAmt
Administrative Expenses$1,020,425AdministrativeExpensesAmt
End Year Balance$60,851,133EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$42,709,056BeginningYearBalanceAmt
Contributions$14,082,953ContributionsAmt
Investment Earnings Or Losses-$1,154,173InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,071,145GrantsOrScholarshipsAmt
Other Expenditures$830OtherExpendituresAmt
Administrative Expenses$899,699AdministrativeExpensesAmt
End Year Balance$51,666,162EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$37,322,784BeginningYearBalanceAmt
Contributions$6,123,289ContributionsAmt
Investment Earnings Or Losses$1,572,588InvestmentEarningsOrLossesAmt
Other Expenditures$2,309,605OtherExpendituresAmt
End Year Balance$42,709,056EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,101,927BeginningYearBalanceAmt
Contributions$4,706,023ContributionsAmt
Investment Earnings Or Losses$5,437,273InvestmentEarningsOrLossesAmt
Other Expenditures$1,922,439OtherExpendituresAmt
End Year Balance$37,322,784EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,162,203BeginningYearBalanceAmt
Contributions$7,062,983ContributionsAmt
Investment Earnings Or Losses$3,215,018InvestmentEarningsOrLossesAmt
Other Expenditures$1,338,277OtherExpendituresAmt
End Year Balance$29,101,927EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.98260BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.01740PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$772,975OtherCostOrOtherBasisAmt
Depreciation$12,883DepreciationAmt
Book Value$760,092BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$707,024OtherCostOrOtherBasisAmt
Depreciation$345,218DepreciationAmt
Book Value$361,806BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,121,898TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Deferred compensation payable$117,542
Amounts due under annuity agreement$146,175
FieldValueIRS element (for citing)
Total Liability$263,717TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$19,017,983TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$6,337,362NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$85,668DonatedServicesAndUseFcltsAmt
Other Revenue$59,808OtherRevenueAmt
Revenue Not Reported$6,482,838RevenueNotReportedAmt
Revenue Subtotal$12,535,145RevenueSubtotalAmt
Other Revenues Not Included$1,792,109OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,792,109RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$14,327,254TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,181,512TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$85,668DonatedServicesUseFcltsAmt
Other Expenses Included$82,249OtherExpensesIncludedAmt
Expenses Not Reported$167,917ExpensesNotReportedAmt
Expenses Subtotal$8,013,595ExpensesSubtotalAmt
Other Expenses Not Included$530,600OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$530,600ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$8,544,195TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:Earnings on endowments are used for charitable purposes.
Part X, Line 2:The Foundation is organized as an Iowa nonprofit corporation and has been recognized by the Internal Revenue Service (IRS) as exempt from federal income taxes under Section 501(a) of the Internal Revenue Code as Foundations described in Section 501(c)(3), qualifies for the charitable contribution deduction under Sections 170(b)(1)(A)(vi), and has been determined not to be a private foundation under Section 509(a)(1). The Foundation is annually required to file a Return of Organization Exempt from Income Tax (Form 990) with the IRS. In addition, the Foundation is subject to income tax on net income that is derived from business activities that are unrelated to its exempt purposes. Management has determined that the Foundation is not subject to unrelated business income tax and has not filed an Exempt Organization Business Income Tax Return (Form 990-T) with the IRS. Management believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Foundation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.
Part XI, Line 2d - Other Adjustments:Chg in value of split-interest agreements incl in revenue per financial stmt 59,808.
Part XI, Line 4b - Other Adjustments:Fundraising expenses included in revenue for Form 990 -82,249. Revenue not included in financial statements in accordance with FAS 136 1,874,358.
Part XII, Line 2d - Other Adjustments:Fundraising expenses included in revenue for Form 990 82,249.
Part XII, Line 4b - Other Adjustments:Expenses not included in financial statements in accordance with FAS 136 530,600.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FDPS Annual LuncheonEvent1Nm
Gross Receipts Event1$51,813GrossReceiptsEvent1Amt
Charitable Contri Event1$49,580CharitableContriEvent1Amt
Gross Revenue Event1$2,233GrossRevenueEvent1Amt
Food And Beverage Event1$3,952FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$273OtherDirectExpensesEvent1Amt
Event2Run for TroopsEvent2Nm
Gross Receipts Event2$43,784GrossReceiptsEvent2Amt
Charitable Contri Event2$9,890CharitableContriEvent2Amt
Gross Revenue Event2$33,894GrossRevenueEvent2Amt
Other Direct Expenses Event2$41,165OtherDirectExpensesEvent2Amt
Other Events Total5OtherEventsTotalCnt
Gross Receipts Other Events$35,815GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$13,686CharitableContriOtherEventsAmt
Gross Revenue Other Events$22,129GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$10,977OthDirectExpnssOtherEventsAmt
Gross Receipts Total$131,412GrossReceiptsTotalAmt
Charitable Contributions Tot$73,156CharitableContributionsTotAmt
Gross Revenue Total Events$58,256GrossRevenueTotalEventsAmt
Food And Beverage Total Events$3,952FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$52,415OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$56,367DirectExpenseSummaryEventsAmt
Net Income Summary$1,889NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (192 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
Advancement Services of Jones County
202 Plastic LnMonticelloIA52310421000728501(C)(3)$8,500Community Support
Albrecht Acres Foundation
2894 Thornwood CtDubuqueIA52003421423952501(C)(3)$8,150Community Support
Allamakee Community School District
1061 3rd Ave NWWaukonIA52172426036591Allamakee County$32,900Educational
Allamakee County Conservation Board
PO Box 278Harpers FerryIA52146426005341Allamakee County$15,000Community Support
Allamakee Scholarship Fund
PO Box 144WaukonIA52172465059446501(C)(3)$5,500Educational
American Cancer Society Iowa Hope Lodge
4080 - 1st Ave NE Ste 101Cedar RapidsIA52402131788491501(C)(3)$18,766Community Support
American Legion - Bellevue
111 Market StBellevueIA52031350144250501(C)(19)$20,000Community Support
American Red Cross of the Northeast Iowa
2116 Grand AveDes MoinesIA50312530196605501(C)(3)$5,880Health
Apufram International
PO Box 10085RussellvilleAR72812270493212501(C)(3)$9,000Community Support
Aquinas Communications Inc
PO Box 3306DubuqueIA52004464382718501(C)(3)$14,000Community Support
Archdiocese of Dubuque
1229 Mt Loretta AveDubuqueIA52002420680409501(C)(3)$17,840Community Support
Beckman Catholic High School
1325 9th St SEDyersvilleIA52040420923753501(C)(3)$36,210Educational
Bell Tower Theater and Event Center
2728 Asbury RdDubuqueIA52001870690005501(C)(3)$19,904Community Support
Bethany Home
1005 Lincoln AveDubuqueIA52001420698260501(C)(3)$7,598Community Support
Boys and Girls Club of Greater Dubuque
1299 Locust StDubuqueIA52001420710263501(C)(3)$90,954Community Support
Bridges out of Poverty
350 W 6th St Suite 312DubuqueIA52001426004596City of Dubuque$39,900Community Support
Camp Albrecht Acres
PO Box 50SherrillIA52073421125110501(C)(3)$11,122Community Support
Camp Courageous of Iowa
PO Box 418MonticelloIA52310237210932501(C)(3)$31,617Community Support
Canvas Health
7066 Stillwater Blvd NOakdaleMN55128410955577501(C)(3)$11,000Health
Catholic Charities
1229 Mt Loretta AveDubuqueIA52003420680493501(C)(3)$15,966Community Support
Center for Working Families Inc
12605 W North Ave 130BrookfieldWI53005464464547501(C)(3)$20,000Community Support
Bellevue Firefighters Association
106 N 3rd StBellevueIA52031426004273City of Bellevue$150,000Community Support
City of Dubuque - City Hall
50 W 13th StDubuqueIA52001426004596City of Dubuque$39,500Community Support
City of Harpers Ferry - Volunteer Fire Department
1050 Great River RoadHarpers FerryIA52146421076054City Harpers Ferry$6,000Community Support
City of Lansing Parks Board
PO Box 470LansingIA52151426004861City of Lansing$10,000Community Support
Monona Chamber & Economic Development Inc
103 W Center StMcGregorIA52157426004974City of Monona$10,000Community Support
Monticello Youth Baseball & Softball Association
PO Box 302MonticelloIA52310426004981City of Monticello$6,942Community Support
City of Monticello
200 E 1st StMonticelloIA52310426004981City of Monticello$10,117Community Support
City of New Albin - Fire and Rescue
PO Box 14New AlbinIA52160426005027City of New Albin$6,000Community Support
City of Preston
PO Box 37PrestonIA52069426005133City of Preston$5,112Community Support
Clarity Clinic
3365 Hillcrest RdDubuqueIA52002363918188501(C)(3)$24,020Health
Clarke University
1550 Clarke DrDubuqueIA52001420680408501(C)(3)$67,227Educational
Clayton County Energy District
c/o Community Savings BankEdgewoodIA52042814518964501(C)(3)$5,500Community Support
Coalition of Immokalee Workers
PO Box 603ImmokaleeFL34143650641010501(C)(3)$6,500Community Support
Colts Youth Organization
2300 Twin Valley DrDubuqueIA52003421057444501(C)(3)$7,846Community Support
Compass to Care
900 Jackson St Ste LL5DubuqueIA52001270885690501(C)(3)$6,320Community Support
CedarJones Early Childhood Iowa
24594 110th StreetAnamosaIA52205426004230Jones County$5,883Community Support
Covenant House Florida
733 Breakers AveFt LauderdaleFL33304592323607501(C)(3)$6,000Community Support
Creative Adventure Lab
210 Jones St Ste 100DubuqueIA52001263523626501(C)(3)$40,044Educational
Crescent Community Health Center
1789 Elm St Suite ADubuqueIA52001481302204501(C)(3)$161,850Health
Darby Family Aquatic Center
PO Box 298MononaIA52159426004974City of Monona$5,850Community Support
Delaware County Economic Development
200 E Main StManchesterIA52057421298348501(C)(4)$6,120Community Support
Divine Word College
PO Box 380EpworthIA52045420788226501(C)(3)$24,400Educational
Dominican Fathers
1910 South Ashland AveChicagoIL60608366116413501(C)(3)$30,700Community Support
Dubuque Arboretum
3800 Arboretum DrDubuqueIA52001421160989501(C)(3)$24,479Community Support
Dubuque Area Chamber of Commerce
300 Main St Suite 200DubuqueIA52001420223700501(C)(6)$11,290Community Support
Dubuque Community Ice and Recreation Center
1800 Admiral Sheehy DriveDubuqueIA52001432077297501(C)(3)$35,000Community Support
Dubuque Community School District
2540 Central AveDubuqueIA52001426001531City of Dubuque$223,123Educational
Dubuque Community YMCA
35 N Booth StDubuqueIA52001420934471501(C)(3)$70,142Community Support
Dubuque Community YMCAYWCA Victim Services Shelter
35 N Booth StDubuqueIA52001420934471501(C)(3)$6,238Community Support
Dubuque County Right To Life
2205 Carter RoadDubuqueIA52001421270933501(C)(3)$33,641Community Support
Dubuque Dream Center
PO Box 871DubuqueIA52001811062794501(C)(3)$41,056Community Support
Dubuque Food Pantry
1598 Jackson StreetDubuqueIA52001421310910501(C)(3)$6,310Community Support
Dubuque Lutheran School
2145 JFKDubuqueIA52001753110118501(C)(3)$15,460Educational
Dubuque Mercy Health Foundation
250 Mercy DriveDubuqueIA52001262227941501(C)(3)$20,620Health
Dubuque Museum of Art
701 Locust StDubuqueIA52001421071185501(C)(3)$83,912Community Support
Dubuque Regional Humane Society
4242 Chavenelle RdDubuqueIA52002426039535501(C)(3)$11,235Community Support
Hope House Dubuque Catholic Worker House
1592 Locust StreetDubuqueIA52001420844836501(C)(3)$60,975Community Support
Dubuque Symphony Orchestra
2728 Asbury Rd Ste 900DubuqueIA52001237429727501(C)(3)$118,200Community Support
DuRide
2728 Asbury Rd Suite 330DubuqueIA52001262988507501(C)(3)$7,906Community Support
Dyersville Health Foundation
1111 - 3rd St SWDyersvilleIA52040205383271501(C)(3)$25,569Health
Earlville United Parish
111 N West StEarlvilleIA52041421240340501(C)(3)$31,770Community Support
ECIA - East Central Intergovernmental Association
7600 Commerce ParkDubuqueIA52002421207483501(C)(3)$32,000Community Support
Edgewood-Colesburg School District - High School
403 W Union StEdgewoodIA52042426040190City of Edgewood$6,770Educational
Elkader Historical Society
702 Davidson St NWElkaderIA52043421119953501(C)(3)$5,820Community Support
Emmaus Bible College
2570 Asbury RdDubuqueIA52001362270695501(C)(3)$6,000Educational
Engage Iowa
PO Box 1508Cedar RapidsIA52406472565726501(C)(3)$10,000Community Support
Ewalu Camp and Retreat Center
37776 Alpha AvenueStrawberry PointIA52076420865245501(C)(3)$7,410Community Support
Excel Inc
230 W Main StreetOkolonaMS38860640801905501(C)(3)$7,000Community Support
Fairview Cemetery
620 E Margaret StEarlvilleIA52041420240172501(C)(13)$8,180Community Support
Family Resources
2800 Eastern AveDavenportIA52803420698225501(C)(3)$6,000Community Support
Finley Health Foundation
350 N Grandview AveDubuqueIA52001421286953501(C)(3)$8,924Health
Flames of Love International Ministries
8616 Arboleda StreetEl PasoTX79907742374868501(C)(3)$53,000Community Support
Food for the Poor
PO Box 979001Coconut CreekFL33097592174510501(C)(3)$6,000Community Support
Fort Myers Rescue Mission
6900 Mission LaneFort MyersFL33916592469860501(C)(3)$6,000Community Support
Four Mounds Foundation
4900 Peru RdDubuqueIA52001421265303501(C)(3)$8,670Community Support
Four Oaks of Dubuque
180 W 15th StDubuqueIA52001420998726501(C)(3)$9,128Community Support
Friends of Jackson County Conservation
18670 - 63rd StMaquoketaIA52060421521029501(C)(3)$8,250Community Support
Friends of Jones County Conservation
12318 MadisonCenter JunctionIA52212812582157501(C)(3)$25,000Community Support
Steeple Square
1584 White StDubuqueIA52004464898142501(C)(3)$75,305Community Support
Galena Art and Recreation Center
413 S Bench StGalenaIL61036362616288501(C)(3)$12,850Community Support
Georgetown University
3300 Whitehaven St NW Suite 400WashingtonDC02007530196603501(C)(3)$15,000Educational
GiGi's Playhouse
6507 University AveWindsor HeightsIA50324611611262501(C)(3)$10,500Community Support
Good Neighbor Society
105 McCarren DrManchesterIA52057420846668501(C)(3)$5,626Community Support
Grand Opera House
135 W 8th StDubuqueIA52001421133812501(C)(3)$14,986Community Support
Grant Wood Mississippi River Region Inc
119 S Main St Suite 5MaquoketaIA52060810712754501(C)(3)$29,500Community Support
Greater Delaware County Community Foundation
200 E Main StManchesterIA52057421045184501(C)(3)$13,088Community Support
Habitat for Humanity- Dubuque-Jackson Counties
900 Jackson St Ste LL5-2EDubuqueIA52001421365181501(C)(3)$10,500Community Support
Harpers Ferry Area Heritage Society
PO Box 224Harpers FerryIA52146464504191501(C)(3)$6,000Community Support
Harpers Ferry Boosters Inc
128 S 4th StHarpers FerryIA52146473846214501(C)(3)$8,999Community Support
Harry Chapin Food Bank
3760 Fowler StFt MyersFL33901592332120501(C)(3)$6,000Community Support
Heifer International
PO Box 6021Albert LeaMN56007351019477501(C)(3)$7,000Community Support
Hillcrest Family Services
2005 Asbury RdDubuqueIA52001420680411501(C)(3)$52,520Community Support
Hills and Dales Child Development Center
1011 Davis StDubuqueIA52001421388270501(C)(3)$22,646Community Support
Hispanic Ministry
1425 Iowa StreetDubuqueIA52001420680409501(C)(3)$6,500Community Support
Holy Family Catholic Schools - Wahlert High School
2005 Kane StreetDubuqueIA52001420792429501(C)(3)$343,907Educational
Holy Trinity Lutheran Church ELCA
1755 Delhi StDubuqueIA52001421134617501(C)(3)$6,830Community Support
Hope for Haiti
1021 - 5th Ave NNaplesFL34102593564329501(C)(3)$6,000Community Support
Horizons A Family Service Alliance
819 5th Street SECedar RapidsIA52401421135083501(C)(3)$7,000Community Support
Hospice of Dubuque
1670 John F Kennedy RoadDubuqueIA52002421205973501(C)(3)$18,035Health
Immaculate Heart of Mary Church
PO Box 309HoustonMS38851530196617501(C)(3)$6,500Community Support
Incarnation Sagrado Corazon De Jesus
3817 Pleasant Ave SMinneapolisMN55409010760816501(C)(3)$7,000Community Support
Institute of the Incarnate Word
29217 Lansing RdDyersvilleIA52040043242480501(C)(3)$10,000Community Support
Iowa Jobs for America's Graduates (iJAG)
400 E 14th StDes MoinesIA50319421492988501(C)(3)$12,500Community Support
Jo Daviess Conservation Foundation
126 N Main StElizabethIL61028363913497501(C)(3)$10,700Community Support
Jones Regional Medical Center
1795 Hwy 64 EastAnamosaIA52205421487967501(C)(3)$5,000Health
Junior Achievement of the Heartland
800 - 12th AveMolineIL61265362684253501(C)(3)$14,530Community Support
La Salle Catholic School
PO Box 368Holy CrossIA52053420940399501(C)(3)$52,000Educational
Lansing Fire Department
PO Box 57LansingIA52151391872357501(C)(3)$6,000Community Support
Little Sisters of the Poor Chicago Province Inc
80 West Northwest HighwayPalatineIL60067510187829501(C)(3)$12,000Community Support
Loras College
1450 Alta VistaDubuqueIA52004420680412501(C)(3)$342,460Educational
Luther Manor
3131 Hillcrest RoadDubuqueIA52001420713635501(C)(3)$10,680Community Support
Lutheran Services in Iowa
3125 Cottage Grove AveDes MoinesIA50311420698267501(C)(3)$7,500Community Support
Maquoketa Area Family YMCA
500 E Summit StMaquoketaIA52060420703278501(C)(3)$6,130Community Support
Maquoketa Community Schools
612 S Vermont StMaquoketaIA52060426037701City of Maquoketa$13,086Educational
Maquoketa Valley Dollars for Scholars
PO Box 62DelhiIA52223465193481501(C)(3)$15,000Community Support
Marianist Mission
4435 East Patterson RdDaytonOH45481311657985501(C)(3)$7,000Community Support
Marquette Catholic Schools
403 Park StBellevueIA52031420955523501(C)(3)$61,220Educational
Maryknoll Fathers and Brothers
PO BOX 302MaryknollNY10545131740144501(C)(3)$35,000Community Support
Mary's Inn Maternity Home
PO Box 3338DubuqueIA52004364768362501(C)(3)$26,323Community Support
Mercy Medical Center
250 Mercy DriveDubuqueIA52001311373080501(C)(3)$10,180Health
MFL - MarMac Dollars for Scholars
PO Box 607MononaIA52159465070060501(C)(3)$5,970Community Support
Mid-Iowa Community Action Inc
611 4th AveGrinnellIA50112420923311501(C)(3)$5,500Community Support
Mt Pleasant Home
1695 Mt Pleasant StDubuqueIA52001420698197501(C)(3)$5,918Community Support
Multicultural Family Center
1157 Central AveDubuqueIA52001270751743501(C)(3)$29,885Community Support
NAMI - Dubuque
900 Jackson St Suite LL5-2BDubuqueIA52001311492256501(C)(3)$30,250Community Support
National Mississippi River Museum & Aquarium
350 E 3rd StDubuqueIA52001426072050501(C)(3)$96,121Community Support
Nativity Church
1225 Alta Vista StDubuqueIA52001530196617501(C)(3)$25,000Community Support
North Scott School District - Boosters
PO Box 425EldridgeIA52748426023564Scott County$25,000Community Support
Northeast Iowa Community College Foundation
8342 Nicc DrivePeostaIA52068421178729501(C)(3)$5,214Educational
Northeast Iowa Community College
1625 Hwy 150CalmarIA52132421178729501(C)(3)$7,240Educational
Northeast Iowa RC & D Inc
101 E Greene StPostvilleIA52162421309260501(C)(3)$6,061Community Support
Northeast Iowa School of Music
2728 Asbury Rd Ste 200DubuqueIA52001421510485501(C)(3)$11,028Educational
Opening Doors (Maria House & Teresa Shelter)
1561 Jackson StDubuqueIA52001421490364501(C)(3)$46,732Community Support
Order of St Camillus Foundation
10200 W Blue Mound RdWauwatosaWI53226391925879501(C)(3)$6,000Community Support
Our Lady of the Mississippi Abbey
8400 Abbey Hill LaneDubuqueIA52003420878319501(C)(3)$14,500Community Support
Our Lady of the Sioux Church
PO Box 140OglalaSD57764530196617501(C)(3)$6,500Community Support
Phoenix Children's Hospital Foundation
2929 E Camelback Rd Suite 122PhoenixAZ85016742421549501(C)(3)$10,000Health
Piarist School
Highway 80MartinKY41649611177865501(C)(3)$11,500Educational
Postville Volunteer Fire Department
PO Box 38PostvilleIA52162421068460501(C)(3)$14,500Community Support
Presentation Lantern
900 Jackson St Suite LL5-1DubuqueIA52001134224124501(C)(3)$15,130Community Support
Priests of the Sacred Heart
PO Box 900Hales CornersWI53130391243521501(C)(3)$7,000Community Support
Quad Cities Golf Classic Charitable Foundation
15623 Coaltown RdEast MolineIL61244931332421501(C)(3)$15,000Community Support
Regina Inter-Parish Catholic Education Center
2140 Rochester AveIowa CityIA52240530196617501(C)(3)$12,000Educational
Resurrection Parish
4300 Asbury RdDubuqueIA52002420861036501(C)(3)$7,300Community Support
River Valley Initiative Foundation
C/O Greater Dubuque DevelopmentDubuqueIA52001320051502501(C)(3)$11,000Community SupportCorporation
Riverview Center
2600 Dodge StDubuqueIA52002363920008501(C)(3)$14,839Community Support
Sacred Heart Catholic School Monticello
234 N SycamoreMonticelloIA52310420733458501(C)(3)$25,060Educational
Sacred Heart Catholic School
806 Eddy StMaquoketaIA52060420725234501(C)(3)$72,513Educational
Safe Haven Humane Society
1471 US Highway 20 WElizabethIL61028364242148501(C)(3)$11,033Community Support
Salvation Army - District Headquarters
5550 Prarie Stone ParkwayHoffmann EstatesIL60192362167910501(C)(3)$5,295Community Support
School Sisters of St Francis
3902 N Ridgeway AveChicagoIL60618391594407501(C)(3)$6,500Community Support
Shalom Retreat Center
1001 Davis StDubuqueIA52001420757421501(C)(3)$14,000Community Support
Shepherd Gallery and Creativity Center
214 S River Park DrGuttenbergIA52052371521325501(C)(3)$6,475Community Support
Sinsinawa Dominicans Congregation
585 County Road ZSinsinawaWI53824390816854501(C)(3)$31,700Community Support
Sisters of Charity BVM
1100 Carmel DriveDubuqueIA52004521235775501(C)(3)$49,592Community Support
Sisters of St Francis
3390 Windsor AveDubuqueIA52001420757421501(C)(3)$7,250Community Support
Southwest Franciscan Missions
PO Box 12395AlbuquerqueNM87195856013190501(C)(3)$6,000Community Support
Special Olympics Iowa
551 Dovetail RoadGrimesIA50111510176029501(C)(3)$9,250Community Support
St Bonaventure Indian Mission & School
PO Box 610ThoreauNM87323850326009501(C)(3)$6,000Educational
St Columbkille Catholic Church
1240 Rush StDubuqueIA52003420680317501(C)(3)$13,972Community Support
St Elias the Prophet Greek Orthodox Church
1075 Rockdale RoadDubuqueIA52001421422694501(C)(3)$10,650Community Support
St John of the Cross Catholic Worker House
1027 5th Ave SECedar RapidsIA52403421307304501(C)(3)$32,500Community Support
Almost Home Dubuque
1276 White StDubuqueIA52001237421408501(C)(3)$6,000Community Support
St John's Lutheran Church
203 Pearl StGuttenbergIA52052421522040501(C)(3)$8,340Community Support
St Joseph the Worker Catholic Church
60 S Algona StDubuqueIA52001420698063501(C)(3)$73,290Community Support
St Joseph's Indian School
1301 N Main StreetChamberlainSD57325460235912501(C)(3)$6,000Community Support
St Mark Youth Enrichment
1201 Locust StDubuqueIA52001421338364501(C)(3)$25,500Educational
St Mary's Catholic Church
PO Box 847GuttenbergIA52052420698075501(C)(3)$16,000Community Support
St Mary's Mission School
PO Box 189Red LakeMN56671530196617501(C)(3)$6,500Community Support
St Patrick School
200 2nd St SWWaukonIA52172420698115501(C)(3)$10,110Community Support
St Stephen's Food Bank
3145 Cedar Crest RidgeDubuqueIA52003421222356501(C)(3)$8,765Community Support
St Thomas Aquinas Church and Catholic Student Center
2210 Lincoln WayAmesIA50014420698050501(C)(3)$7,500Community Support
St Vincent de Paul
4990 Radford RoadDubuqueIA52002420890358501(C)(3)$5,850Community Support
Stonehill Benevolent Foundation
3485 Windsor AveDubuqueIA52001421337556501(C)(3)$42,590Community Support
Stonehill Franciscan Services
3485 Windsor AveDubuqueIA52001510141775501(C)(3)$6,622Community Support
Studio Works
900 Jackson St LL3DubuqueIA52001454217883501(C)(3)$30,000Community Support
Sudan Relief Fund
PO Box 7084MerrifieldVA22116522148976501(C)(3)$6,000Community Support
Tanager Place
2309 C St SWCedar RapidsIA52404420688079501(C)(3)$7,110Community Support
The Froelich Foundation
24397 Froelich RdMcGregorIA52157421295071501(C)(3)$17,423Community Support
The Power of Prayer
PO Box 681DubuqueIA52004510136875501(C)(3)$5,469Community Support
Trinity Missions
9001 New Hampshire AveSilver SpringMD20903520591670501(C)(3)$7,000Community Support
Two by Two Character Development
470 W 4th StDubuqueIA52001203437767501(C)(3)$40,131Educational
University of Dubuque
2000 University AveDubuqueIA52001420680323501(C)(3)$44,850Educational
Veteran's Freedom Center
2245 Kerper Blvd Ste 1DubuqueIA52001420887395501(C)(4)$9,666Community Support
Vision to Learn
11611 San Vicente Blvd Ste 500Los AngelesCA90049453457853501(C)(3)$30,000Educational
Wartburg Theological Seminary
333 Wartburg PlDubuqueIA52003420681105501(C)(3)$6,449Educational
Waterville Fire Department Squad
121 Main StWatervilleIA52170421321093501(C)(3)$21,000Community Support
Waukon Wellness Center
1220 - 3rd Ave NW Suite 101WaukonIA52172426005340501(C)(3)$16,675Health
Westminster Presbyterian Church
2155 University AveDubuqueIA52001421195278501(C)(3)$15,442Community Support
Winnesheik Energy District
217 W Water St Unit OneDecorahIA52101271525603501(C)(3)$12,000Community Support
YMCA of Northeast Iowa
PO Box 268PostvilleIA52162571167577501(C)(3)$6,000Community Support
FieldValueIRS element (for citing)
Total501c3 Org192Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Promising Futures Fund6$13,264
Scholarships33$162,860

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationThe 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonNancy Van MilligenPersonNm
TitlePresident/CEOTitleTxt
Base Compensation Filing Org$157,037BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$7,990DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$2,550NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$167,577TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution45ContributionCnt
Noncash Contributions Rpt F990$1,908,431NoncashContributionsRptF990Amt
Method Of Determining RevenuesQuoted market priceMethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$76,728NoncashContributionsRptF990Amt
Method Of Determining RevenuesAppraisal reportMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Life insurance policies1$175,333Sales price
Yes (X)Gift of grain15$51,061Sales price
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 32b:FormAndLineReferenceDesc
ExplanationThe Community Foundation uses an outside organization to process stocks received as contributions.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 1The 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 B, line 11bThe Form 990 is made available to the governing body. The President/CEO and Finance Director review the 990. For FY 2017 we will have the board review prior to filing.
Form 990, Part VI, Section B, line 12cAny 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 15aThe 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 2017.
Form 990, Part VI, Section C, line 19The 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 life insurance 59,808.
Form 990, Part XII, Line 2c:The process did not change from the prior year.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1CFGD Real Estate LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 Locust Street Suite 195AddressLine1Txt
CityDubuqueCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52001ZIPCd
FieldValueIRS element (for citing)
EIN421526614EIN
Primary ActivitiesAssist Community Foundation of Greater Dubuque with charitable giving needsPrimaryActivitiesTxt
Legal Domicile StateIALegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Community Foundation of Greater DubuqueBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1CFGD Charitable TrustBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 Locust Street Ste 195AddressLine1Txt
CityDubuqueCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52001ZIPCd
FieldValueIRS element (for citing)
EIN356840681EIN
Primary ActivitiesSuppport the Community Foundation of Greater DubuquePrimaryActivitiesTxt
Legal Domicile StateIALegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity StatusLine 12a, IPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Community Foundation of Greater DubuqueBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd