Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2010 and ending 06-30-2011
BCheck if applicable:
CName of organization
COMMUNITY FOUNDATION OF GREATER DUBUQUE
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
700 LOCUST STREET NO 195
 
Room/suite
City or town, state or country, and ZIP + 4
DUBUQUE, IA52001
D Employer identification number

42-1526614
E Telephone number

G Gross receipts $ 21,496,881
F Name and address of principal officer:
NANCY VAN MILLIGEN
700 LOCUST STREET NO 195
DUBUQUE,IA52001
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.DBQFOUNDATION.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 2001
M State of legal domicile: IA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO SUPPORT SCIENTIFIC, EDUCATIONAL, AND CHARITABLE ACTIVITIES IN THE GREATER DUBUQUE AREA
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 14
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 14
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 17
6 Total number of volunteers (estimate if necessary) .... 6 30
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 4,478,214 7,596,371
9 Program service revenue (Part VIII, line 2g) ......... 22,969 24,140
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 621,878 1,046,445
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 5,123,061 8,666,956
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,464,663 2,047,351
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 372,172 420,913
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet33,268    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 513,092 972,467
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 2,349,927 3,440,731
19 Revenue less expenses. Subtract line 18 from line 12...... 2,773,134 5,226,225
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 21,254,207 29,182,009
21 Total liabilities (Part X, line 26)............ 3,007,818 3,489,329
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 18,246,389 25,692,680
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: 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.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 3,092,623 including grants of $ 2,047,351 ) (Revenue $ 24,140 )
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.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 3,092,623
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II...........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III...............
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
5
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
17
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
No
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
No
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
14
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
14
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
 
No
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
 
No
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
KRISTIN KLUESNER
700 LOCUST STREET STE 195
DUBUQUE,IA52001
(563) 588-2700
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) PHIL RUPPEL
CHAIR
 1.00 X   X       0 0 0
(2) JOHN O'CONNOR
VICE CHAIR
 1.00 X   X       0 0 0
(3) KEN TOWNSEND
TREASURER
 1.00 X   X       0 0 0
(4) DONNELLE FUERSTE
SECRETARY
 1.00 X   X       0 0 0
(5) TIM CONLON
DIRECTOR
 1.00 X           0 0 0
(6) DICK FRIEDMAN
DIRECTOR
 1.00 X           0 0 0
(7) KEN FURST
DIRECTOR
 1.00 X           0 0 0
(8) JIM THEISEN
DIRECTOR
 1.00 X           0 0 0
(9) CHARLIE GLAB
DIRECTOR
 1.00 X           0 0 0
(10) STEVE JUERGENS
DIRECTOR
 1.00 X           0 0 0
(11) WR KLAUER JR
DIRECTOR
 1.00 X           0 0 0
(12) JEANNE LAURITSEN
DIRECTOR
 1.00 X           0 0 0
(13) WALTER PREGLER
DIRECTOR UNTIL MAY 2011
 1.00 X           0 0 0
(14) DAVID WM RUSK
DIRECTOR UNTIL AUGUST 2010
 1.00 X           0 0 0
(15) ELDON HERRIG
DIRECTOR
 1.00 X           0 0 0
(16) JANE HASEK
DIRECTOR
 1.00 X           0 0 0
(17) NANCY VAN MILLIGEN
PRESIDENT/CEO
 40.00     X       108,281 0 5,678
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) KRISTIN KLUESNER
DIRECTOR OF FINANCE
 30.00     X       47,268 0 0
























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 155,549 0 5,678
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet1
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet0
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e 206,894
f All other contributions, gifts, grants, and
similar amounts not included above1f 		7,389,477
g Noncash contributions included in lines 1a-1f:$ 1,652,348
h Total. Add lines 1a-1f.......MediumBullet 7,596,371
Program Service Revenue Business Code
2a SERVICE FEE INCOME 900,099 21,904 21,904    
b SUPPORTING REVENUE 900,099 2,236 2,236    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 24,140
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 472,651     472,651
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 13,403,719  
b Less: cost or other basis and sales expenses 12,829,925  
c Gain or (loss) 573,794  
d Net gain or (loss)..........MediumBullet 573,794     573,794
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet  
12 Total revenue. See Instructions....MediumBullet 8,666,956 24,140 0 1,046,445
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 2,047,351 2,047,351
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 167,910 56,781 84,437 26,692
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 219,781 147,394 72,387  
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 4,792   4,792  
9 Other employee benefits .......        
10 Payroll taxes ........... 28,430 15,198 11,247 1,985
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 1,978   1,978  
c Accounting ........... 12,087   12,087  
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ......        
g Other .......... 491,862 487,798 4,064  
12 Advertising and promotion .... 215,321 181,637 33,684  
13 Office expenses ....... 129,975 80,991 47,288 1,696
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 3,374   3,374  
17 Travel ............ 66,751 63,348 508 2,895
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 10,943 5,602 5,341  
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 18,571   18,571  
23 Insurance .............. 15,082   15,082  
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a
b
c
d
e
f All other expenses 6,523 6,523    
25 Total functional expenses. Add lines 1 through 24f 3,440,731 3,092,623 314,840 33,268
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ..........   1  
2 Savings and temporary cash investments ....... 185,504 2 251,066
3 Pledges and grants receivable, net ......... 1,609,668 3 2,262,615
4 Accounts receivable, net .........   4  
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............ 10,800 9  
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 224,721
b Less: accumulated depreciation. ..... 10b 117,751 147,491 10c 106,970
11 Investments—publicly traded securities .......... 19,300,744 11 26,561,358
12 Investments—other securities. See Part IV, line 11 ......   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)... 21,254,207 16 29,182,009
Liabilities 17 Accounts payable and accrued expenses . 36,698 17 44,770
18 Grants payable .......... 80,019 18 56,545
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 2,891,101 25 3,388,014
26 Total liabilities. Add lines 17 through 25..... 3,007,818 26 3,489,329
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 17,344,102 27 23,887,535
28 Temporarily restricted net assets ..... 667,535 28 1,508,917
29 Permanently restricted net assets ..... 234,752 29 296,228
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 18,246,389 33 25,692,680
34 Total liabilities and net assets/fund balances ..... 21,254,207 34 29,182,009
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
8,666,956
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
3,440,731
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
5,226,225
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
18,246,389
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
2,220,066
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
25,692,680
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
COMMUNITY FOUNDATION OF GREATER DUBUQUE
 
Employer identification number

42-1526614
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 4,721,900 3,808,003 4,533,610 4,478,214 7,596,371 25,138,098
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 4,721,900 3,808,003 4,533,610 4,478,214 7,596,371 25,138,098
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           5,516,895
6 Public Support. Subtract line 5 from line 4.           19,621,203
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4.. 4,721,900 3,808,003 4,533,610 4,478,214 7,596,371 25,138,098
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 229,522 481,551 408,699 463,741 472,651 2,056,164
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).           27,194,262
12
12
81,111
13
Section C. Computation of Public Support Percentage
14
14
72.150 %
15
15
70.780 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
COMMUNITY FOUNDATION OF GREATER DUBUQUE
 
Employer identification number

42-1526614
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
COMMUNITY FOUNDATION OF GREATER DUBUQUE
  		Employer identification number

42-1526614
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
COMMUNITY FOUNDATION OF GREATER DUBUQUE
  		Employer identification number

42-1526614
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
COMMUNITY FOUNDATION OF GREATER DUBUQUE
  		Employer identification number

42-1526614
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION OF GREATER DUBUQUE
 
Employer identification number

42-1526614
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....... 101 251
2 Aggregate contributions to (during year) ... 3,792,093 3,139,787
3 Aggregate grants from (during year) ... 1,181,536 885,937
4 Aggregate value at end of year ....... 8,772,563 20,184,827
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 14,068,360 11,046,379 11,119,783
b Contributions ........ 2,544,038 2,547,475 1,758,760
c Investment earnings or losses ... 2,654,661 1,310,903 -1,272,785
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		981,903 836,397 559,379
f Administrative expenses ....      
g End of year balance ...... 18,285,156 14,068,360 11,046,379
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet0 %
b
Permanent endowment: SchDMd Bullet1.600 %
c
Term endowment: SchDMd Bullet98.400 %
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................   224,721 117,751 106,970
e Other .................        
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 106,970
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
DEFERRED COMPENSATION PAYABLE 44,396
FUNDS HELD FOR OTHERS 3,262,952
AMOUNTS DUE UNDER ANNUITY AGREEMENT 80,666






Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 3,388,014
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 8,666,956
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 3,440,731
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 5,226,225
4 Net unrealized gains (losses) on investments .......................... 4 2,243,952
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6 -35,049
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8 11,163
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 2,220,066
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 7,446,291
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 10,957,592
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 2,243,952
b Donated services and use of facilities ......... 2b 70,570
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d 11,163
e Add lines 2a through 2d ..................... 2e 2,325,685
3 Subtract line 2e from line 1..................... 3 8,631,907
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 35,049
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c 35,049
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 8,666,956
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 3,511,301
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 70,570
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e 70,570
3 Subtract line 2e from line 1..................... 3 3,440,731
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 3,440,731
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
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 D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
COMMUNITY FOUNDATION OF GREATER DUBUQUE
 
Employer identification number
42-1526614
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) ALLAMAKEE COMMUNITY SCHOOL DISTRICT1061 3RD AVE NW
WAUKON,IA52172 		42-6036591 501(C)(3) 13,668       SPORTS AND LEISURE
(2) AMERICAN CANCER SOCIETY4080 FIRST AVE NE STE 101
CEDAR RAPIDS,IA52402 		13-1788491 501(C)(3) 9,915       HEALTH AND GENERAL
(3) BOYS AND GIRLS CLUB1299 LOCUST ST
DUBUQUE,IA52001 		42-7210263 501(C)(3) 13,720       EDUCATIONAL
(4) CATHEDRAL OF ST RAPHAEL231 BLUFF STREET
DUBUQUE,IA52001 		42-0703275 501(C)(3) 5,000       RELIGION
(5) CITY OF LANSINGPO BOX 470
LANSING,IA52151 		42-6004861 501(C)(1) 14,000       MAIN STREET PROGRAM INITIATION AND CLEAN UP TO EAST ENTRANCE OF ALLAMAKEE COUNTY
(6) CITY OF NEW ALBINPO BOX 14
NEW ALBIN,IA52160 		03-0575089 501(C)(1) 6,970       ICE WATER RESCUE EQUIPMENT AND MUNICIPAL BUILDING REVAMP
(7) CLARKE COLLEGE1550 CLARKE DR
DUBUQUE,IA520013198 		42-0680408 501(C)(3) 22,530       EDUCATIONAL
(8) CRESCENT COMMUNITY HEALTH CENTER1789 ELM STREET
DUBUQUE,IA52001 		48-1302204 501(C)(3) 241,261       OFFSET COSTS OF H1N1 AND PNEUMONIA VACCINES AND HEALTH AND GENERAL
(9) DELAWARE COUNTY DISASTER RECOVERY COMMITTEE FOR VICTIM RELIEF101 EAST MAIN STREET
MANCHESTER,IA52057 		42-1045184 501(C)(3) 62,200       AG MITIGATION
(10) DUBUQUE ART CENTER137 MAIN STREET
DUBUQUE,IA52001 		26-3523626 501(C)(3) 11,025       YOUTH MENTORING, ARTS ENRICHMENT PROGRAM AND STUDY, VIDEO PRODUCTION CLASSES FOR TEENS
(11) DUBUQUE COMMUNITY ICE AND RECREATION CENTERPO BOX 1816
DUBUQUE,IA52004 		43-2077297 501(C)(3) 61,860       SPORTS AND LEISURE
(12) DUBUQUE HUMANE SOCIETY175 N CRESCENT RDG
DUBUQUE,IA52003 		42-6039535 501(C)(3) 9,650       BUILDING FUND, LAND ACQUISITION, AND EXPANSION PROJECT
(13) DUBUQUE MERCY HEALTH FOUNDATION250 MERCY DRIVE
DUBUQUE,IA52001 		26-2227941 501(C)(3) 31,350       CRITICAL CARE CAMPAIGN AND CAMPAIGN ICU
(14) DUBUQUE MUSEUM OF ART701 LOCUST STREET
DUBUQUE,IA52001 		42-1071185 501(C)(3) 17,055       LECTURE SERIES, ARTS AND CULTURE
(15) DUBUQUE RESCUE MISSION398 MAIN STREET
DUBUQUE,IA52001 		42-0844836 501(C)(3) 8,262       HUMAN SERVICE
(16) DUBUQUE SYMPHONY ORCHESTRA2728 ASBURY RD
DUBUQUE,IA520012970 		23-7429727 501(C)(3) 63,790       DUBUQUE YOUTH SYMPHONY, ARTS AND CULTURE
(17) FINLEY HEALTH FOUNDATION350 NORTH GRANDVIEW AVENUE
DUBUQUE,IA52001 		42-1386963 501(C)(3) 13,365       WENDT REGIONAL CANCER CENTER AND MAKING A DIFFERENCE CAMPAIGN
(18) FLAMES OF LOVE INTERNATIONAL MINISTRIES405 DEVARGAS
EL PASO,TX79905 		74-2374868 501(C)(3) 21,000       RELIGION
(19) FOUR MOUNDS FOUNDATION4900 PERU ROAD
DUBUQUE,IA52001 		42-1265303 501(C)(3) 9,640       PRESENTATIONS, GRAPHIC DESIGN, AND COMMUNITY DEVELOPMENT
(20) FULTON ELEMENTARY SCHOOL2540 CENTRAL AVE
DUBUQUE,IA52001 		42-6001531 501(C)(3) 5,000       BULLYING PRESENTATIONS AND EDUCATIONAL
(21) GIRL SCOUTS OF EASTERN IOWA AND WESTERN ILLINOIS2644 PENNSYLVANIA AVE
DUBUQUE,IA52001 		42-1008848 501(C)(3) 8,600       LEADERSHIP DEVELOPMENT AND WOMEN IN THE ARTS
(22) GUTTENBERG MUNICIPAL HOSPITAL200 MAIN STREET
GUTTENBERG,IA520520550 		42-6038728 501(C)(3) 25,000       BUILDING CAMPAIGN FUND
(23) HILLCREST FAMILY SERVICES2005 ASBURY RD
DUBUQUE,IA52001 		42-0680411 501(C)(3) 70,314       TRANSITIONAL HOUSING SUPPORT
(24) HILLS AND DALES CHILD DEVELOPMENT CENTER1011 DAVIS ST
DUBUQUE,IA52001 		42-1388270 501(C)(3) 13,100       MUSIC THERAPY PROGRAM, DREAM TRIPS, AND THEATRE PROGRAM
(25) HOLY FAMILY CATHOLIC SCHOOLS2005 KANE ST
DUBUQUE,IA520010538 		42-0792429 501(C)(3) 47,375       ANTI-BULLYING/LEADERSHIP PRESENTATION AND HOLY FAMILY BUILDING IN FAITH
(26) HOSPICE OF DUBUQUE2255 JFK RD
DUBUQUE,IA52002 		42-1205973 501(C)(3) 22,905       BUILDING FOR COMPASSION CAPITAL CAMPAIGN
(27) LINCOLN ELEMENTARY SCHOOL555 NEVADA STREET
DUBUQUE,IA52001 		42-6001531 501(C)(3) 5,000       EDUCATIONAL
(28) LORAS COLLEGEPO BOX 178
DUBUQUE,IA520040178 		42-0680412 501(C)(3) 134,875       EDUCATIONAL
(29) MARYKNOLL FATHERSPO BOX 302
MARYKNOLL,NY10545 		13-1740144 501(C)(3) 15,000       RELIGION INTERNATIONAL
(30) MERCY MEDICAL CENTER250 MERCY DRIVE
DUBUQUE,IA52001 		31-1373080 501(C)(3) 12,500       CATH LAB AND MERCY FESTIVAL OF TREES
(31) MULTI-CULTURAL FAMILY CENTER1340 WHITE STREET
DUBUQUE,IA52001 		27-0751743 501(C)(3) 6,900       ANTI-BULLYING PRESENTATIONS AND PROGRAMS AND OUTREACH FOR NEW CENTER
(32) OPENING DOORS (MARIA HOUSE & TERESA SHELTER)1561 JACKSON ST
DUBUQUE,IA520014904 		42-1490364 501(C)(3) 42,445       EMPOWER LIVES/INDIVIDUALIZED PROGRAMMING, WOMEN'S GIVING CIRCLE GRANT
(33) PROJECT CONCERN1789 ELM ST B
DUBUQUE,IA52001 		42-1298833 501(C)(3) 39,687       HELP AND HOPE FUNDRAISER AND PAYOUT FOR CHRISTMAS IN JULY
(34) RIVERVIEW CENTER INC2600 DODGE ST
DUBUQUE,IA52003 		36-3920008 501(C)(3) 12,535       VIOLENCE PREVENTION EDUCATION; WOMEN'S GIVING CIRCLE GRANT
(35) RURAL HERITAGE MUSEUM11816 CHRISTENSEN LANE
DUBUQUE,IA52001 		20-5343825 501(C)(3) 5,000       DONOR ADVISED PAYOUT FOR 22 ACRES LAND
(36) SHALOM RETREAT CENTER1001 DAVIS ST
DUBUQUE,IA52001 		42-0757421 501(C)(3) 8,000       BOILER REPLACEMENT PROJECT
(37) SOLIDARITY BRIDGE1577 FLORENCE AVE
EVANSTON,IL60201 		36-4481213 501(C)(3) 11,000       HEALTH AND GENERAL
(38) ST JOSEPH THE WORKER CATHOLIC CHURCH60 SOUTH ALGONA STREET
DUBUQUE,IA52001 		42-0698063 501(C)(3) 22,310       RELIGION
(39) ST JOHN'S LUTHERAN CHURCH203 PEARL ST
GUTTENBERG,IA52052 		42-1522040 501(C)(3) 18,680       BUILDING FUND, REPAIR FUND, AND HAITI DISASTER FUND
(40) ST MARK'S COMMUNITY CENTER1201 LOCUST STREET
DUBUQUE,IA52001 		42-1338364 501(C)(3) 10,270       ICE FEST AND ENDOWMENT DISTRIBUTION FOR YOUTH DEVELOPMENT
(41) ST PATRICK SCHOOL200 2ND ST SW
WAUKON,IA52172 		42-0698115 501(C)(3) 7,034       LIBRARY COMPUTER DATABASE/CIRCULATION SYSTEM
(42) TWO BY TWO CAMPUS INC620 S GRANDVIEW AVENUE
DUBUQUE,IA52003 		20-3437767 501(C)(3) 9,032       SUPERINTENDENT PARTNER AND CED TEAM PROJECT
(43) UNIVERSITY OF NEBRASKA FOUNDATIONPO BOX 2678
KEARNEY,NE68848 		47-0379839 501(C)(3) 5,000       5 - $1,000 SCHOLARSHIPS TO STUDENT IN THE INDUSTRIAL DISTRIBUTION PROGRAM
(44) WAUKON WELLNESS CENTER1220 3RD AVENUE NW STE 101
WAUKON,IA52172 		42-6005340 501(C)(3) 7,185       OPERATION SECURE
(45) ABUNDANT LIVING FAITH CENTER2140 N ZARAGOSA 140
EL PASO,TX79938 		23-7454799 501(C)(3) 20,000       RELIGION
(46) ALBRECHT ACRES14837 SHERRILL ROAD
SHERRILL,IA52073 		42-1125110 501(C)(3) 6,975       HUMAN SERVICES
(47) ALLAMAKEE COUNTY CONSERVATION BOARDPO BOX 278
HARPERS FERRY,IA52146 		42-6005341 501(C)(3) 6,000       SPORTS EDUCATIONSPORTS EDUCATION
(48) ARCHDIOCESE OF DUBUQUE1229 MT LORETTA AVENUE
DUBUQUE,IA52002 		42-0680409 501(C)(3) 37,000       RELIGION
(49) BECKMAN HIGH SCHOOL1325 9TH ST SE
DYERSVILLE,IA52040 		42-0923753 501(C)(3) 6,400       EDUCATIONAL
(50) BELL TOWER THEATER AND EVENT CENTER2728 ASBURY RD
DUBUQUE,IA52001 		87-0690005 501(C)(3) 22,000       ARTS AND CULTURE
(51) BETHANY HOME1005 LINCOLN AVENUE
DUBUQUE,IA52001 		42-0698260 501(C)(3) 35,615       HUMAN SERVICES
(52) CAMP COURAGEOUS OF IOWA12007 190TH STREET
MONTICELLO,IA523100418 		23-7210932 501(C)(3) 8,415       HUMAN SERVICES
(53) CARNEGIE-STOUT PUBLIC LIBRARY FOUNDATION360 W 11TH STREET
DUBUQUE,IA520014625 		42-1452704 501(C)(3) 9,255       EDUCATIONAL
(54) CATALDO CATHOLIC SCHOOL455 WEST 18TH AVENUE
SPOKANE,WA99203 		53-0196617 501(C)(3) 16,000       EDUCATIONAL
(55) COMMUNITY FOUNDATION OF JOHNSON COUNTY325 E WASHINGTON STREET
IOWA CITY,IA52240 		42-1508117 501(C)(3) 5,000       PUBLIC SERVICES
(56) CITY OF DUBUQUE50 WEST 13TH STREET
DUBUQUE,IA52001 		42-6004596 501(C)(1) 38,990       PUBLIC SERVICE
(57) CITY OF MANCHESTER208 EAST MAIN
MANCHESTER,IA52057 		42-6004909 501(C)(1) 10,000       COMMUNITY DEVELOPMENT
(58) CITY OF NEVADA1209 6TH STREET
NEVADA,IA50201 		42-6005023 501(C)(1) 5,000       SENIOR COMMUNITY CENTER
(59) CITY OF POSTVILLE147 N LAWLER STREET
POSTVILLE,IA52162 		42-6005131 501(C)(1) 5,000       SWIMMING POOL RENOVATION
(60) COMMUNITY HEALTH FREE CLINIC947 14TH AVENUE SE
CEDAR RAPIDS,IA52401 		48-1302204 501(C)(3) 5,000       EMERGENCY DENTAL CARE
(61) DELAWARE COUNTY EXTENSION OFFICE1417 N FRANKLIN STREET
MANCHESTER,IA52057 		42-6021418 501(C)(3) 5,000       4-H MEMORABILIA - PRESERVATION AT MUSEUM
(62) DUBUQUE COMMUNITY Y35 N BOOTH STREET
DUBUQUE,IA52001 		42-0933471 501(C)(3) 7,460       HUMAN SERVICES
(63) DUBUQUE COUNTY HISTORICAL SOCIETY350 E THIRD STREET
DUBUQUE,IA52001 		42-6072050 501(C)(3) 7,790       EDUCATIONAL
(64) EXCEL INC230 W MAIN STREET
OKOLONA,MS38860 		64-0801905 501(C)(3) 10,000       PUBLIC SERVICE
(65) FOUR OAKS OF DUBUQUECORNERSTONE180 W 15TH STREET
DUBUQUE,IA520014809 		42-0998726 501(C)(3) 5,000       YOUTH DEVELOPMENT
(66) GRAND OPERA HOUSE135 WEST 8TH STREET
DUBUQUE,IA52001 		42-1133812 501(C)(3) 10,755       ARTS AND CULTURE
(67) HEARTS WITH HAITI27 HORNE STREET
RALEIGH,NC27607 		56-2267791 501(C)(3) 20,020       HUMAN SERVICES
(68) HOPE HOUSE OF DUBUQUE398 MAIN STREET
DUBUQUE,IA52001 		42-1453549 501(C)(3) 9,000       ROOF PROJECT
(69) IOWA JAG INC400 E 14TH STREET
DES MOINES,IA50319 		42-1492988 501(C)(3) 17,000       EDUCATIONAL
(70) IOWA STATE UNIVERSITY EXTENSION605 E MAIN STREET
ANAMOSA,IA52205 		42-6021438 501(C)(3) 6,000       EDUCATIONAL
(71) JACKSON COUNTY DISASTER RELIEF COMMITTEE18720 250TH AVENUE
BELLEVUE,IA52031 		42-6004923 501(C)(3) 6,800       FLOOD RELIEF
(72) LANSING FIRE DEPARTMENT560 CENTER STREET
LANSING,IA52151 		39-1872357 501(C)(3) 5,000       AIR PACK REPLACEMENT
(73) LUTHERAN WORLD FEDERATION8765 W HIGGINS ROAD
CHICAGO,IL60631 		41-1568278 501(C)(3) 17,000       HUMAN SERVICES
(74) NATIONAL MISSISSIPPI RIVER MUSEUM & AQUARIUM350 E 3RD STREET
DUBUQUE,IA52001 		42-6072050 501(C)(3) 22,675       EDUCATIONAL
(75) NATIVITY CHURCH1225 ALTA VISTA STREET
DUBUQUE,IA52001 		53-0196617 501(C)(3) 6,000       RELIGION
(76) NORTHEAST IOWA COUNCIL BOY SCOUTS OF AMERICA10601 MILITARY ROAD
DUBUQUE,IA52004 		42-0680414 501(C)(3) 6,360       YOUTH DEVELOPMENT
(77) NORTHEAST IOWA SCHOOL OF MUSIC2728 ASBURY ROAD STE 200
DUBUQUE,IA52001 		42-1510485 501(C)(3) 6,222       ARTS AND CULTURE
(78) POSTVILLE CHILD CARE CENTER210 SOUTH OGDEN STREET
POSTVILLE,IA52162 		42-1371068 501(C)(3) 5,200       EDUCATIONAL
(79) PRESENTATION LANTERN1584 WHITE STREET
DUBUQUE,IA52001 		13-4224124 501(C)(3) 5,700       HEALTH
(80) SISTERS OF ST FRANCIS3390 WINDSOR AVENUE
DUBUQUE,IA52001 		42-0754210 501(C)(3) 20,740       RELIGION
(81) ST CLEMENTS CATHOLIC CHURCH537 FAIRFIELD
STAMFORD,CT06902 		06-0653079 501(C)(3) 5,000       RELIGION
(82) STEP BY STEPPO BOX 1177
DUBUQUE,IA52001 		06-1761971 501(C)(3) 5,440       HUMAN SERVICES
(83) STONEHILL FRANCISCAN SERVICES3485 WINDSOR AVENUE
DUBUQUE,IA52001 		51-0141775 501(C)(3) 6,225       HUMAN SERVICES
(84) SUN COUNTRY AIRLINES1300 MENDOTA HEIGHTS ROAD
MENDOTA HEIGHTS,MN55120 		35-2159124   10,350       HONOR FLIGHT
(85) THE PRESBYTERIAN VILLAGE502 BUTLER
ACKLEY,IA50601 		42-0698841 501(C)(3) 5,000       DELIVERED HOME MEALS
(86) UERPC HOUSING INC134 WEST GREENE STREET
POSTVILLE,IA52162 		42-1453295 501(C)(3) 5,000       HOUSING
(87) UNIVERSITY OF DUBUQUE2000 UNIVERSITY AVENUE
DUBUQUE,IA52001 		42-0680323 501(C)(3) 6,280       EDUCATIONAL
(88) WARTBURG THEOLOGICAL SEMINARY333 WARTBURG PLACE
DUBUQUE,IA52004 		42-0681105 501(C)(3) 5,000       RELIGIOUS EDUCATION
(89) WATERVILLE ELEMENTARY115 MAIN STREET
WATERVILLE,IA52170 		42-6036591 501(C)(3) 5,000       EDUCATIONAL
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
88
3
Enter total number of other organizations ................................ . Bullet Image
1
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION OF GREATER DUBUQUE
 
Employer identification number

42-1526614
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 28 1,652,348 QUOTED MARKET PRICE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
COMMUNITY FOUNDATION OF GREATER DUBUQUE
 
Employer identification number

42-1526614
Identifier Return Reference Explanation
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.
  FORM 990, PART VI, SECTION B, LINE 12C ANY MEMBER OF THE FOUNDATION'S STAFF, BOARD OF DIRECTORS, AND OFFICERS MUST COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE CHAIR OF THE FOUNDATION AND THE EXECUTIVE DIRECTOR REVIEW THE SIGNED STATEMENTS. ANY POSSIBLE CONFLICTS ARE BROUGHT TO THE BOARD'S ATTENTION. ANY MEMBER OF THE BOARD OF DIRECTORS WHO IS CONNECTED WITH A PROSPECTIVE GRANT RECIPIENT IN ANY OFFICIAL CAPACITY SHALL ABSTAIN FROM VOTING ON THE PROPOSED GRANT. THIS ABSTENTION SHALL BE RECORDED IN THE MINUTES OF THE MEETING AT WHICH SUCH VOTE OCCURS. IF, BECAUSE OF SUCH ABSTENTIONS AT ANY SUCH MEETING OF THE BOARD OF DIRECTORS, A PARTICULAR GRANT WOULD FAIL FOR LACK OF A MAJORITY VOTE, SUCH A GRANT COULD BE MADE IF APPROVED IN WRITING BY AN ABSENT BUT DISINTERESTED MEMBER OR MEMBERS WITHIN A REASONABLE TIME AFTER THE DIRECTORS' MEETING AT WHICH THE GRANT PROPOSAL WAS FIRST CONSIDERED. IF A SITUATION SHOULD ARISE IN WHICH A MAJORITY OF DIRECTORS WOULD BE DISQUALIFIED FROM VOTING ON A GRANT PROPOSAL BECAUSE OF THE FOUNDATION'S CONFLICT OF INTEREST POLICY, THE BOARD MAY, AFTER FULL DISCLOSURE OF THE POTENTIAL CONFLICT AND BY MAJORITY AFFIRMATIVE VOTE, SUSPEND THE CONFLICT OF INTEREST POLICY AND PROCEED TO MAKE THE GRANT. ALL DISCUSSION AND ACTION WITH RESPECT TO ACTUAL OR POTENTIAL CONFLICTS OF INTEREST SHALL BE ENTERED INTO THE MINUTES OF THE MEETINGS WHERE SUCH ACTION TAKES PLACE. IT IS THE PRACTICE OF THE COMMUNITY FOUNDATION TO BUILD A WRITTEN RECORD OF ANY SPECIAL RELATIONSHIPS BETWEEN PROSPECTIVE GRANTEES AND DIRECTORS, STAFF, OR THE FAMILY MEMBERS OF EITHER DIRECTORS OR STAFF FOR THE PURPOSE OF DOCUMENTING THE FACTUAL RECORD AND ENABLING FULL DISCLOSURE TO ALL DIRECTORS. SUCH RECORD SHALL BE KEPT WITH THE PERMANENT MINUTES OF THE BOARD PROCEEDINGS. ANY PERSON HAVING KNOWLEDGE OF ANY ACTION OR CONDUCT IN VIOLATION OF THE POLICIES SHOULD REPORT THE INFORMATION TO THE CHAIR OF THE FOUNDATION BOARD.
  FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION FOR THE PRESIDENT/CEO. SALARY ADJUSTMENTS ARE BASED ON AN ANNUAL EVALUATION AND COMPARABILITY DATA. THE ORGANIZATION DOCUMENTS AND PROVIDES SUBSTANTIATION FOR THE COMPENSATION PROCESS. THE COMPENSATION PROCESS WAS LAST COMPLETED IN 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 C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST.
  FORM 990, PART VII, SECTION A: 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
CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: 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.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION OF GREATER DUBUQUE
 
Employer identification number

42-1526614
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity







(1) CFGD REAL ESTATE LLC
700 LOCUST STREET SUITE 195
DUBUQUE,IA52001
42-1526614 		ASSIST COMMUNITY FOUNDATION OF GREATER DUBUQUE WITH CHARITABLE GIVING NEEDS IA 0   N/A










Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) CFGD CHARITABLE TRUST

700 LOCUST STREET STE 195

DUBUQUE,IA52001
35-6840681 		SUPPPORT THE COMMUNITY FOUNDATION OF GREATER DUBUQUE IA 501(C)(3) LINE 11A, I COMMUNITY FOUNDATION OF GREATER DUBUQUE
 
Yes
 












For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) LEO A AND JOY K MCCARTHY CHARITABLE LEAD ANNUITY TRUST
700 LOCUST STREET STE 195
DUBUQUE,IA52001
20-6408300 		SUPPORT COMMUNITY FOUNDATION OF GREATER DUBUQUE IA N/A
 T 60,000 287,124 100.000 %












Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) CFGD CHARITABLE TRUST

      
(2) LEO A AND JOY K MCCARTHY CHARITABLE LEAD ANNUITY TRUST

 C 60,000 ACTUAL AMOUNT RECEIVED
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Are all
partners
section
501(c)(3)
organizations? 		(e)
Share of
end-of-year
assets 		(f)
Disproprtionate allocations? 		(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


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