Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 ST 195
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DUBUQUE, IA520016835
D Employer identification number

42-1526614
E Telephone number

G Gross receipts $ 39,546,152
F Name and address of principal officer:
NANCY VAN MILLIGEN
700 LOCUST STREET SUITE 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
subordinates?
H(b)
Are all subordinates
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: THE COMMUNITY FOUNDATION OF GREATER DUBUQUE STRENGTHENS COMMUNITIES AND INSPIRES GIVING
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 19
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 19
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 29
6 Total number of volunteers (estimate if necessary) ............. 6 25
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 23,948,589 16,040,227
9 Program service revenue (Part VIII, line 2g) ......... 13,825 13,035
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 13,670,615 2,120,567
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 7,286 -813
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 37,640,315 18,173,016
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 6,333,739 6,206,388
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) 1,900,485 1,990,944
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet104,827    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,541,159 2,368,172
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 9,775,383 10,565,504
19 Revenue less expenses. Subtract line 18 from line 12....... 27,864,932 7,607,512
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 145,486,240 132,472,525
21 Total liabilities (Part X, line 26)............. 1,252,662 1,108,014
22 Net assets or fund balances. Subtract line 21 from line 20..... 144,233,578 131,364,511
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
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Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THE COMMUNITY FOUNDATION OF GREATER DUBUQUE GROWS PHILANTHROPY TO IMPROVE LIFE IN NORTHEAST IOWA BY SERVING DONORS, STRENGTHENING NONPROFITS AND LEADING COLLABORATIVE INITIATIVES TO ADDRESS COMMUNITY NEEDS.
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 organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations 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 $ 9,539,680 including grants of $ 6,206,388 ) (Revenue $ 13,035 )
THE COMMUNITY FOUNDATION OF GREATER DUBUQUE ENVISIONS A VIBRANT AND INCLUSIVE DUBUQUE REGION WHERE EVERYONE CAN THRIVE. SINCE 2002, WE HAVE INSPIRED PEOPLE TO GIVE BACK TO THEIR COMMUNITY, AND WE TURN THIS GENEROSITY INTO LASTING CHANGE ACROSS OUR REGION, INCREASING ACCESS TO RESOURCES AND OPPORTUNITIES THAT HELP ALL PEOPLE SUCCEED. WITH OUR AFFILIATE FOUNDATIONS ACROSS THE DUBUQUE REGION METRO DUBUQUE AND DUBUQUE COUNTY AS WELL AS ALLAMAKEE, CLAYTON, CLINTON, DELAWARE, JACKSON AND JONES COUNTIES WE CHART CLEAR PATHS FORWARD THAT ADDRESS COMPLEX SOCIAL CHALLENGES, FROM ACADEMIC ACHIEVEMENT TO ECONOMIC OPPORTUNITY. WE ARE COMMITTED TO ENGAGING, LISTENING TO AND LEARNING FROM ALL CORNERS OF THE COMMUNITY TO UNDERSTAND ITS MOST PRESSING NEEDS TODAY AND TOMORROW AND THEN BUILDING THE PARTNERSHIPS AND ASSETS NECESSARY TO ADDRESS THEM.WE PERSONALLY ADVISE INDIVIDUALS, FAMILIES, CORPORATIONS AND NONPROFITS TO HELP THEM BECOME MORE INVESTED IN OUR COMMUNITY'S SUCCESS TODAY AND TOMORROW. ONE WAY WE DO THIS IS BY HELPING THEM BUILD ENDOWMENTS TO CREATE PERMANENT, LOCALLY CONTROLLED POOLS OF ASSETS THAT SUPPORT THE WORK OF LOCAL ORGANIZATIONS AND BUILD THEIR CAPACITY TO IMPROVE OUR REGION. WE ALSO HELP GENEROUS PEOPLE AND ENTITIES BUILD NON-ENDOWED OR PROJECT FUNDS THAT ALSO SERVE THE CHARITABLE NEEDS OF THE COMMUNITY EFFECTIVELY AND EFFICIENTLY.OUR WORK STRENGTHENING GREATER DUBUQUE'S NONPROFITSTHROUGH GRANTMAKING, CAPACITY-BUILDING AND MOREHELPS THEM MAKE ESSENTIAL RESOURCES ACCESSIBLE TO OUR ENTIRE COMMUNITY. TO UNDERSTAND HOW GRANTMAKING CAN HAVE THE BIGGEST IMPACT, WE GATHER KNOWLEDGE ABOUT OUR COMMUNITY BY LISTENING TO DIVERSE VOICES AND LEARNING ABOUT PRESSING NEEDS FROM THOSE MOST AFFECTED AND USE THIS KNOWLEDGE TO DRIVE DECISION-MAKING. WE ADMINISTER SEVERAL ANNUAL GRANTMAKING PROGRAMS: COMMUNITY IMPACT, THEISEN'S MORE FOR YOUR COMMUNITY, YAPPERS, WOMEN'S GIVING CIRCLE AND MEDIACOM ARTS AND CULTURE.WE ALSO ASSIST IN THE GRANTMAKING PROCESS FOR OUR EIGHT AFFILIATE FOUNDATIONS: ALLAMAKEE COMMUNITY FOUNDATION, CLAYTON COUNTY FOUNDATION FOR THE FUTURE, FOUNDATION FOR THE FUTURE OF DELAWARE COUNTY, DYERSVILLE AREA COMMUNITY FOUNDATION, COMMUNITY FOUNDATION OF JACKSON COUNTY, JONES COUNTY COMMUNITY FOUNDATION, LINCOLNWAY COMMUNITY FOUNDATION AND RIVER BLUFF COMMUNITY FOUNDATION. THE STATE OF IOWA AWARDS MONEY TO COUNTIES THAT DO NOT HAVE GAMING INSTITUTIONS. PART OF THE MONEY GOES INTO A PERMANENT ENDOWMENT AND PART GOES TO GRANTMAKING FOR THE COUNTY.AS CONVENERS, WE BRING COMMUNITY MEMBERS TOGETHER TO ALIGN ON A SHARED VISION FOR THE REGION AND DETERMINE WHAT WE CAN ALL DO TO HAVE A LASTING IMPACT ON ITS FUTURE. THROUGH THOUGHTFUL COLLABORATION ACROSS SECTORS, WE'RE UNIQUELY ABLE TO FACILITATE A CLEAR PATH TOWARD A STRONG FUTURE FOR OUR COMMUNITY. WE DO THIS BY FACILITATING MEETINGS, OFFERING EDUCATIONAL OPPORTUNITIES AND LEADING INITIATIVES THAT INVOLVE DIVERSE COMMUNITY MEMBERS IN DRIVING CHANGE. THESE INITIATIVES INCLUDE COMMUNITY HEART & SOUL, EVERY CHILD READS, INCLUSIVE DUBUQUE, PROJECT HOPE, WOMEN'S GIVING CIRCLE AND YAPPERS, AS WELL AS EFFORTS AIMED AT IMPROVING ACCESS TO CHILD CARE, BRAIN HEALTH SERVICES AND RESOURCES AND JOBS FOR IMMIGRANT RESIDENTS.GENEROSITY AND COLLABORATION FUEL EVERYTHING WE DO, AND EVERYONE HAS SOMETHING TO CONTRIBUTE. VISIT DBQFOUNDATION.ORG TO LEARN ABOUT THE MANY WAYS WE ARE BUILDING A STRONG, THRIVING GREATER DUBUQUE FOR ALL.
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 expensesMediumBullet9,539,680
Form 990 (2021)
Form 990 (2021)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
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, or have a section 501(h) election in effect during the tax year? 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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which 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
List of Attached Documents:
// Content
.........................
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
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; 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
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
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, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
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 VIIClick to see attachment
List of Attached Documents:
// Content
.......
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 VIIIClick to see attachment
List of Attached Documents:
// Content
.......
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 IXClick to see attachment
List of Attached Documents:
// Content
............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
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 XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
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 and XII is optional Click to see attachment
List of Attached Documents:
// Content
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, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
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. See instructions. ....Click to see attachment
List of Attached Documents:
// Content
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............ Click to see attachment
List of Attached Documents:
// Content
18
Yes
 
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...................Click to see attachment
List of Attached Documents:
// Content
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 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....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
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), 501(c)(4), and 501(c)(29) 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
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
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 the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? 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 M..Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
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
List of Attached Documents:
// Content
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, 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
List of Attached Documents:
// Content
35b
 
No
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
49
b
Enter the number of Forms W-2G included on 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
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
29
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” to line 3b, 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, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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 as charitable contributions? ...
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
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
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. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
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 or note to any line 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
19
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
19
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
 
No
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
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
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
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did 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 15a or 15b, describe the process on 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," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take 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 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletJASON ADAMS700 LOCUST STREET SUITE 195   DUBUQUE,IA52001 (563) 588-2700
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 the 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, Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) NANCY VAN MILLIGEN......................................................................
PRESIDENT/CEO
 40.00
.................
  		    X       232,000 0 19,231
(2) AMY MANTERNACH......................................................................
COO
 36.00
.................
  		        X   129,030 0 11,984
(3) ROBERTA EARLES......................................................................
VP OF PHILANTHROPY/COMMUNI
 40.00
.................
  		        X   134,369 0 4,788
(4) TERRY FRIEDMAN......................................................................
CHAIR
 1.00
.................
  		X   X       0 0 0
(5) TERI ZUCCARO......................................................................
PAST CHAIR
 1.00
.................
  		X   X       0 0 0
(6) CHRIS CORKEN......................................................................
VICE CHAIR
 1.00
.................
  		X   X       0 0 0
(7) JANE MUELLER......................................................................
TREASURER
 1.00
.................
  		X   X       0 0 0
(8) ROBERT HOEFER......................................................................
SECRETARY
 1.00
.................
  		X   X       0 0 0
(9) NICOLE BREHM......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(10) CHAD CHANDLEE......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(11) MICHAEL DOYLE......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(12) NANCY DUNKEL......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(13) JIM GANTZ......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(14) NIC HOCKENBERRY......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(15) NATALIE HOFFMANN......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(16) STEVE KAHLER......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(17) MARIANN KURTZ WEBER......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
Form 990 (2021)
Form 990 (2021)
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 (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) DR LIANG CHEE WEE........................................................................
DIRECTOR (UNTIL 5/2022)
 1.00
.......................   		X           0 0 0
(19) DANIELLE MOORE........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(20) ABHAY RAWAL........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(21) KURT STRAND........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(22) CHERYL SYKE........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(23) CHRIS THEISEN........................................................................
DIRECTOR
 1.00
.......................   		X           0 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 495,399 0 36,003
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet3
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
Yes
 
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. Report compensation for the calendar year ending with or within the organization’s tax year.
(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 $100,000 of compensation from the organization MediumBullet0
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a 348,512
b Membership dues..1b  
c Fundraising events..1c 175,535
d Related organizations1d  
e Government grants (contributions)1e 1,145,568
f All other contributions, gifts, grants, and similar amounts not included above1f 14,370,612
g Noncash contributions included in lines 1a - 1f:$ 1g 2,611,081
h Total. Add lines 1a-1f.......MediumBullet 16,040,227
Program Service RevenueAmt Business Code
2a MCCARTHY CENTER RENTAL 900099 13,035 13,035    
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 13,035
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 3,582,363     3,582,363
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 200,000 19,703,977 7a
b Less: cost or other basis and sales expenses 200,675 21,165,098 7b
c Gain or (loss) -675 -1,461,121 7c
d Net gain or (loss).........MediumBullet -1,461,796     -1,461,796
8a Gross income from fundraising events (not including $ 175,535of contributions reported on line 1c). See Part IV, line 18 ....
8a 6,550
b Less: direct expenses ... 8b 7,363
c Net income or (loss) from fundraising events..MediumBullet -813   -813
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See instructions.....MediumBullet 18,173,016 13,035 0 2,119,754
Form 990 (2021)
Form 990 (2021)
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).Check if Schedule O contains a response or note to any line in this Part IX..............
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 domestic organizations and domestic governments. See Part IV, line 21 .... 5,778,631 5,778,631
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 427,757 427,757
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 251,231 170,837 70,345 10,049
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 1,485,870 1,046,331 378,789 60,750
7 Other salaries and wages........        
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 37,402 29,739 7,663  
9 Other employee benefits ....... 86,615 64,369 17,214 5,032
10 Payroll taxes ........... 129,826 87,669 36,859 5,298
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 472   472  
c Accounting ........... 28,146 4,286 23,645 215
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 416,108 331,184 84,924  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 346,082 327,258 11,527 7,297
12 Advertising and promotion .... 95,743 73,254 20,144 2,345
13 Office expenses ....... 46,411 21,303 23,909 1,199
14 Information technology ...... 130,659 78,656 48,813 3,190
15 Royalties ..        
16 Occupancy ........... 123,206 77,350 42,069 3,787
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 39,719 26,291 12,073 1,355
20 Interest ........... 12,262 8,015 3,819 428
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 110,554   110,554  
23 Insurance ... 113,405 105,869 7,087 449
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PROGRAM EXPENSES 777,126 776,039   1,087
b MEMBERSHIPS AND PUBS 60,184 45,042 15,115 27
c DONOR/RELATIONS/MEETING 50,050 42,658 5,073 2,319
d MCCARTHY CENTER EXPENSE 18,045 17,142 903  
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 10,565,504 9,539,680 920,997 104,827
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 15,962,348 2 10,039,693
3 Pledges and grants receivable, net ...... 184,196 3 175,258
4 Accounts receivable, net .............   4  
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ......   9  
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,492,940
b Less: accumulated depreciation 10b 670,543 782,526 10c 822,397
11 Investments—publicly traded securities . 126,589,910 11 119,927,706
12 Investments—other securities. See Part IV, line 11 ..... 1,967,260 12 1,378,853
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 0 15 128,618
16 Total assets. Add lines 1 through 15 (must equal line 33)... 145,486,240 16 132,472,525
Liabilities 17 Accounts payable and accrued expenses ..... 254,678 17 245,991
18 Grants payable ... 143,987 18 110,447
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties .. 466,707 23 304,170
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 387,290 25 447,406
26 Total liabilities. Add lines 17 through 25.. 1,252,662 26 1,108,014
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 143,957,096 27 131,096,889
28 Net assets with donor restrictions ........... 276,482 28 267,622
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 144,233,578 32 131,364,511
33 Total liabilities and net assets/fund balances ........ 145,486,240 33 132,472,525
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
18,173,016
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
10,565,504
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
7,607,512
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
144,233,578
5
Net unrealized gains (losses) on investments ...............
5
-20,519,891
6
Donated services and use of facilities .................
6
45,849
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-2,537
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
131,364,511
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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 on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2021)
Form 990 (2021)
Additional Data


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

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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 2
Part II
Support Schedule for Organizations Described in Sections 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 failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 10,313,073 11,087,899 10,602,263 23,948,589 16,040,227 71,992,051
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 10,313,073 11,087,899 10,602,263 23,948,589 16,040,227 71,992,051
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) .. 12,892,639
6 Public support. Subtract line 5 from line 4. 59,099,412
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
7 Amounts from line 4.. 10,313,073 11,087,899 10,602,263 23,948,589 16,040,227 71,992,051
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,871,062 2,395,330 1,963,386 3,051,325 3,582,363 12,863,466
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10 84,855,517
12
12
88,316
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
69.650 %
15
15
70.100 %
16a
33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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 on 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 VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2022 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2022 		(iii)
Distributable
Amount for 2022
1 Distributable amount for 2022 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2022:
a From 2017.......  
b From 2018.......  
c From 2019.......  
d From 2020.......  
e From 2021.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2022 distributable amount  
i Carryover from 2017 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2022 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2022 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2022, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2022. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2023. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2018.....  
b Excess from 2019.....  
c Excess from 2020.....  
d Excess from 2021.....  
e Excess from 2022.....  
Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2022


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the 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 isn't covered by the General Rule and/or the Special Rules doesn't 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 on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
COMMUNITY FOUNDATION OF GREATER DUBUQUE
  		Employer identification number
42-1526614
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
COMMUNITY FOUNDATION OF GREATER DUBUQUE
  		Employer identification number

42-1526614
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(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) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
COMMUNITY FOUNDATION OF GREATER DUBUQUE
  		Employer identification number

42-1526614
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(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) (2022)
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," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 216 311
2 Aggregate value of contributions to (during year) 8,344,352 4,484,077
3 Aggregate value of grants from (during year) 2,265,350 1,596,832
4 Aggregate value at end of year ........ 42,813,129 17,320,932
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 can 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" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 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 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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 section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, 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)
Revenue included on 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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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" on 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 XIII 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, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on 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 .... 114,925,307 85,617,806 77,352,153 63,731,771 68,237,406
b Contributions ... 6,501,368 21,110,716 3,961,000 4,986,472 5,934,595
c Net investment earnings, gains, and losses -15,308,930 15,185,834 8,460,860 12,658,106 -5,605,589
d Grants or scholarships ... 3,946,119 5,373,738 2,872,613 2,783,931 3,657,737
e Other expenditures for facilities
and programs ... 		1,756 -20,065      
f Administrative expenses .... 1,725,159 1,635,376 1,283,594 1,240,265 1,176,904
g End of year balance ...... 100,444,711 114,925,307 85,617,806 77,352,153 63,731,771
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet100.000 %
b
Permanent endowment SchDMd Bullet0 %
c
Term endowment SchDMd Bullet0 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
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" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (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 ....   1,492,940 670,543 822,397
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 822,397
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. 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........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 447,406
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 -283,317
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -20,519,891
b Donated services and use of facilities ......... 2b 45,849
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -18,620
e Add lines 2a through 2d ..................... 2e -20,492,662
3 Subtract line 2e from line 1.................. 3 20,209,345
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  
b Other (Describe in Part XIII.) ........... 4b -2,036,329
c Add lines 4a and 4b.................... 4c -2,036,329
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 18,173,016
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 9,748,302
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d -15,408
e Add lines 2a through 2d.................... 2e -15,408
3 Subtract line 2e from line 1................... 3 9,763,710
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 XIII.) ............ 4b 801,794
c Add lines 4a and 4b..................... 4c 801,794
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 10,565,504
Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: EARNINGS ON ENDOWMENTS ARE USED FOR CHARITABLE PURPOSES.
PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS AN IOWA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS FOUNDATIONS DESCRIBED IN SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTIONS 170(B)(1)(A)(VI), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE FOUNDATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSES. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED.
PART XI, LINE 2D - OTHER ADJUSTMENTS: CHG IN VALUE OF SPLIT INTEREST AGREEMENTS -18,620.
PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUE NOT INCLUDED IN FINANCIAL STATEMENTS IN ACCORDANCE WITH FAS 136 -2,035,654. LOSS ON SALE OF FIXED ASSETS -675.
PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF FIXED ASSETS 675. DEFERRED LEASE ADJUSTMENT -16,083.
PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES NOT INCLUDED IN FINANCIAL STATEMENTS IN ACCORDANCE WITH FAS 136 801,794.
Schedule D (Form 990) 2021


Additional Data


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SCHEDULE G (Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION OF GREATER DUBUQUE
 
Employer identification number

42-1526614
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) 2022
Schedule G (Form 990) 2022
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.









VerticalRevenue
(a) Event #1

FDPS LUNCHEON
(event type) 		(b) Event #2

FOREVER ON FRENTRESS
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
117,585
64,500
 
182,085

2
Less: Contributions . . . .
115,335
60,200
 
175,535
3 Gross income (line 1 minus
line 2) . . . . . .
2,250
4,300
 
6,550



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . . 3,881 3,482   7,363
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 7,363
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -813
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990) 2022
Schedule G (Form 990) 2022
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990) 2022
Additional Data


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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC 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
noncash assistance		 (h) Purpose of grant
or assistance
(1) ALBRECHT ACRES FOUNDATION
2894 THORNWOOD CT
DUBUQUE,IA52003 		42-1423952 501(C)(3) 10,900 0     COMMUNITY SUPPORT
(2) ALL SQUARE
4047 MINNEHAHA AVENUE
MINNEAPOLIS,MN55406 		81-3572476 501(C)(3) 9,500 0     COMMUNITY SUPPORT
(3) ALLAMAKEE COMMUNITY SCHOOL DISTRICT
1061 - 3RD AVE NW
WAUKON,IA52172 		42-6036591 170(C)(1) 42,980 0     EDUCATION
(4) ALLAMAKEE COUNTY
100 ALLAMAKEE STREET
WAUKON,IA52172 		42-6005341 170(C)(1) 7,500 0     COMMUNITY SUPPORT
(5) ALLAMAKEE COUNTY NEW BEGINNINGS
PO BOX 195
DECORAH,IA52101 		26-2480557 501(C)(3) 5,730 0     COMMUNITY SUPPORT
(6) ALLAMAKEE SCHOLARSHIP FUND
PO BOX 144
WAUKON,IA52172 		46-5059446 501(C)(3) 5,010 0     EDUCATION
(7) ALZHEIMER'S ASSOCIATION - GREATER IOWA CHAPTER
PO BOX
WASHINGTON,DC20090 		13-3039601 501(C)(3) 5,300 0     COMMUNITY SUPPORT
(8) AMERICAN CANCER SOCIETY - IOWA HOPE LODGE
PO BOX 715
DES MOINES,IA50303 		13-1788491 501(C)(3) 19,957 0     HEALTH
(9) ANAMOSA AREA AMBULANCE SERVICE
101 GRANT WOOD DRIVE
ANAMOSA,IA52205 		42-1466284 501(C)(3) 11,914 0     COMMUNITY SUPPORT
(10) ANAMOSA MINISTERIAL ASSOCIATION
103 E CEDAR STREET
ANAMOSA,IA52205 		83-2902040 501(C)(3) 16,849 0     COMMUNITY SUPPORT
(11) ANDREW FIRE DEPARTMENT
17 N MARION ST PO BOX 277
ANDREW,IA52030 		42-1179624 501(C)(3) 7,000 0     COMMUNITY SUPPORT
(12) APUFRAM INTERNATIONAL
PO BOX 10085
RUSSELLVILLE,AR72812 		27-0493212 501(C)(3) 7,200 0     COMMUNITY SUPPORT
(13) ARCHDIOCESE OF DUBUQUE
1229 MT LORETTA AVE
DUBUQUE,IA520040479 		42-0680409 501(C)(3) 13,350 0     COMMUNITY SUPPORT
(14) ARCHDIOCESE ONE
1230 MT LORETTA AVE
DUBUQUE,IA520040479 		45-1740219 501(C)(3) 33,000 0     COMMUNITY SUPPORT
(15) BABIES GONE TOO SOON INC
PO BOX 115
MONTFORT,WI53569 		46-2219896 501(C)(3) 10,000 0     COMMUNITY SUPPORT
(16) BECKMAN CATHOLIC HIGH SCHOOL
1325 - 9TH ST SE
DYERSVILLE,IA52040 		42-0923753 501(C)(3) 48,880 0     EDUCATION
(17) BELL TOWER THEATER AND EVENT CENTER
2728 ASBURY RD
DUBUQUE,IA52001 		87-0690005 501(C)(3) 22,492 0     COMMUNITY SUPPORT
(18) BELLEVUE COMMUNITY SCHOOLS
1601 STATE ST
BELLEVUE,IA52031 		42-0862704 170(C)(1) 6,585 0     EDUCATION
(19) BETHANY HOME
1005 LINCOLN AVE
DUBUQUE,IA52001 		42-0698260 501(C)(3) 7,220 0     COMMUNITY SUPPORT
(20) BOY SCOUTS OF AMERICA
NORTHEAST IOWA COUNCIL 178 PO BOX
732
DUBUQUE,IA52004 		42-0680414 501(C)(3) 13,708 0     COMMUNITY SUPPORT
(21) BOYS AND GIRLS CLUB OF GREATER DUBUQUE
1299 LOCUST ST
DUBUQUE,IA52001 		42-0710263 501(C)(3) 244,809 0     COMMUNITY SUPPORT
(22) CAMP COURAGEOUS OF IOWA
12007 - 190TH ST PO BOX 418
MONTICELLO,IA523100418 		23-7210932 501(C)(3) 32,207 0     COMMUNITY SUPPORT
(23) CAST - CLINTON AREA SHOWBOAT THEATRE
303 RIVERVIEW DR
CLINTON,IA52732 		42-1326141 501(C)(3) 5,176 0     COMMUNITY SUPPORT
(24) CATHOLIC CHARITIES
1229 MT LORETTA AVE
DUBUQUE,IA52003 		42-0680493 501(C)(3) 12,000 0     COMMUNITY SUPPORT
(25) CENTRAL DEWITT COMMUNITY SCHOOLS DISTRICT
331 E 8TH ST PO BOX 110
DEWITT,IA52742 		42-6040381 170(C)(1) 73,044 0     EDUCATION
(26) CHADD INC CHILDREN & ADULTS WITH ATTENTION-DEFICIT HYPERACTIVITY DI
4221 FORBES BLVD SUITE 270
LANHAM,MD20706 		59-2817697 501(C)(3) 10,000 0     COMMUNITY SUPPORT
(27) CITY OF BELLEVUE
106 N THIRD ST
BELLEVUE,IA52031 		42-6004273 170(C)(1) 9,603 0     COMMUNITY SUPPORT
(28) CITY OF CASCADE
320 - 1ST AVE W PO BOX 400
CASACADE,IA52033 		42-6004327 170(C)(1) 13,525 0     COMMUNITY SUPPORT
(29) CITY OF DEWITT
PO BOX 407510 9TH STREET
DEWITT,IA52742 		42-6004584 170(C)(1) 6,790 0     COMMUNITY SUPPORT
(30) CITY OF HOPKINTON
PO BOX 154
HOPKINTON,IA52237 		42-6004774 170(C)(1) 5,545 0     COMMUNITY SUPPORT
(31) CITY OF LANSING
PO BOX 470
LANSING,IA52151 		42-6004861 170(C)(1) 5,500 0     COMMUNITY SUPPORT
(32) CITY OF MONONA
PO BOX 298
MONONA,IA52159 		42-6004974 170(C)(1) 8,130 0     COMMUNITY SUPPORT
(33) CITY OF MONTICELLO
200 E 1ST ST MONTICELLO
MONTICELLO,IA52310 		42-6004981 170(C)(1) 6,680 0     COMMUNITY SUPPORT
(34) CITY OF PRESTON
1 WEST GILLET STREET
PRESTON,IA52069 		42-6004981 170(C)(1) 11,250 0     COMMUNITY SUPPORT
(35) CITY OF WAUKON
101 ALLAMAKEE STREET
WAUKON,IA52172 		42-6005340 170(C)(1) 9,840 0     COMMUNITY SUPPORT
(36) CLARITY CLINIC
3365 HILLCREST RD
DUBUQUE,IA52002 		36-3918188 501(C)(3) 12,733 0     HEALTH
(37) CLARKE UNIVERSITY
1550 CLARKE DR
DUBUQUE,IA52001 		42-0680408 501(C)(3) 36,298 0     EDUCATION
(38) COLTS YOUTH ORGANIZATION
2300 TWIN VALLEY DR
DUBUQUE,IA52003 		42-1057444 501(C)(3) 6,265 0     COMMUNITY SUPPORT
(39) COMMUNITY SOLUTIONS OF EASTERN IOWA
7600 COMMERCE PARK
DUBUQUE,IA52002 		84-2847366 501(C)(3) 11,250 0     COMMUNITY SUPPORT
(40) COMPASS TO CARE
900 JACKSON ST STE LL5
DUBUQUE,IA52001 		27-0885690 501(C)(3) 16,135 0     HEALTH
(41) CONCERNED DEWITT CITIZENS LTD
615 8TH ST
DEWITT,IA52742 		42-1066301 501(C)(3) 8,133 0     COMMUNITY SUPPORT
(42) CREATIVE ADVENTURE LAB
210 JONES ST STE 100
DUBUQUE,IA52001 		26-3523626 501(C)(3) 8,160 0     COMMUNITY SUPPORT
(43) CRESCENT COMMUNITY HEALTH CENTER
1690 ELM STREET SUITE 300
DUBUQUE,IA52001 		48-1302204 501(C)(3) 270,987 0     HEALTH
(44) DELEWARE COUNTY PAY IT FORWARD
PO BOX 281
MANCHESTER,IA52057 		87-3424795 501(C)(3) 9,070 0     COMMUNITY SUPPORT
(45) DEWITT COMMUNITY HOSPITAL FOUNDATION
1118 - 11TH ST
DEWITT,IA52742 		39-1883528 501(C)(3) 6,250 0     HEALTH
(46) DIVINE WORD COLLEGE
PO BOX 380
EPWORTH,IA520450380 		42-0788226 501(C)(3) 6,500 0     EDUCATION
(47) DUBUQUE ARBORETUM
3800 ARBORETUM DR
DUBUQUE,IA52001 		42-1160989 501(C)(3) 39,820 0     COMMUNITY SUPPORT
(48) DUBUQUE COMMUNITY SCHOOL DISTRICT
2300 CHANEY RD
DUBUQUE,IA520013095 		42-6001531 170(C)(1) 266,286 0     EDUCATION
(49) DUBUQUE COMMUNITY YMCA YWCA
35 N BOOTH ST
DUBUQUE,IA52001 		42-0934471 501(C)(3) 17,301 0     COMMUNITY SUPPORT
(50) DUBUQUE COUNTY EARLY CHILDHOOD
2310 CHANEY ROAD
DUBUQUE,IA52001 		20-8792057 501(C)(3) 6,600 0     COMMUNITY SUPPORT
(51) DUBUQUE COUNTY RIGHT TO LIFE
2205 CARTER ROAD
DUBUQUE,IA52001 		42-1270933 501(C)(3) 21,790 0     COMMUNITY SUPPORT
(52) DUBUQUE DREAM CENTER
1600 WHITE STREET
DUBUQUE,IA52001 		81-1062794 501(C)(3) 35,433 0     COMMUNITY SUPPORT
(53) DUBUQUE FOOD PANTRY
1598 JACKSON STREET
DUBUQUE,IA52001 		42-1310910 501(C)(3) 9,388 0     COMMUNITY SUPPORT
(54) DUBUQUE MERCY HEALTH FOUNDATION
250 MERCY DRIVE
DUBUQUE,IA52001 		26-2227941 501(C)(3) 22,752 0     HEALTH
(55) DUBUQUE MUSEUM OF ART
701 LOCUST ST
DUBUQUE,IA52001 		42-1071185 501(C)(3) 25,353 0     COMMUNITY SUPPORT
(56) DUBUQUE PARADISE ASSEMBLY OF GOD
2501 JACKSON ST
DUBUQUE,IA52001 		42-1126666 501(C)(3) 12,470 0     COMMUNITY SUPPORT
(57) DUBUQUE REGIONAL HUMANE SOCIETY
4242 CHAVENELLE RD
DUBUQUE,IA52002 		42-6039535 501(C)(3) 50,785 0     COMMUNITY SUPPORT
(58) DUBUQUE RESCUE MISSION
PO BOX 147
DUBUQUE,IA520040147 		42-0844836 501(C)(3) 240,380 0     COMMUNITY SUPPORT
(59) DUBUQUE SYMPHONY ORCHESTRA
2728 ASBURY RD STE 900
DUBUQUE,IA52001 		23-7429727 501(C)(3) 111,605 0     COMMUNITY SUPPORT
(60) DUBUQUE VISITING NURSE ASSOCIATION
660 IOWA STREET
DUBUQUE,IA52001 		42-0680410 501(C)(3) 7,212 0     HEALTH
(61) DYERSVILLE AREA COMMUNITY FOUNDATION
1100 16TH AVE CT SE C/O CHAMBER
OFFICE
DYERSVILLE,IA52040 		42-1323377 501(C)(3) 10,510 0     COMMUNITY SUPPORT
(62) DYERSVILLE HEALTH FOUNDATION
250 MERCY DRIVE
DUBUQUE,IA52001 		20-5383271 501(C)(3) 19,924 0     COMMUNITY SUPPORT
(63) EAA CHAPTER 327
955 PRINCE PHILLIP DR
DUBUQUE,IA52003 		83-1145233 501(C)(3) 8,090 0     COMMUNITY SUPPORT
(64) EARLVILLE UNITED PARISH
111 N WEST ST
EARLVILLE,IA52041 		42-1240340 501(C)(3) 32,060 0     COMMUNITY SUPPORT
(65) EWALU CAMP AND RETREAT CENTER
37776 ALPHA AVE
STRAWBERRY POINT,IA52076 		42-0865245 501(C)(3) 18,418 0     COMMUNITY SUPPORT
(66) FAIRVIEW CEMETERY
708 CHARLOTTE ST
EARLVILLE,IA52041 		42-0240172 501(C)(13) 6,710 0     COMMUNITY SUPPORT
(67) FAMILIES HELPING FAMILIES OF IOWA
6000 7TH ST SW
CEDAR RAPIDS,IA52404 		71-0985937 501(C)(3) 16,500 0     COMMUNITY SUPPORT
(68) FAMILY RESOURCE CENTERFAMILY'S HELPING HAND
514 S RIVER PO BOX 550
GUTTENBERG,IA52052 		35-2162738 501(C)(3) 9,000 0     COMMUNITY SUPPORT
(69) FEED MY STARVING CHILDREN
740 WILEY FARM CT
SCHAMBURG,IL60173 		41-1601449 501(C)(3) 5,500 0     COMMUNITY SUPPORT
(70) FINLEY HEALTH FOUNDATION
350 N GRANDVIEW AVE
DUBUQUE,IA52001 		42-1286953 501(C)(3) 15,626 0     HEALTH
(71) FIRST LUTHERAN CHURCH-MANCHESTER
313 EAST FAYETTE STREET
MANCHESTER,IA52057 		42-1229133 501(C)(3) 6,600 0     COMMUNITY SUPPORT
(72) FOOD BANK OF IOWA
PO BOX 1517
DES MOINES,IA50305 		42-1177880 501(C)(3) 7,500 0     COMMUNITY SUPPORT
(73) FOUNDATION OF CORNERSTONE COMMUNITIES
PO BOX 550 200 MAIN ST
GUTTENBERG,IA52052 		61-1946694 501(C)(3) 10,330 0     COMMUNITY SUPPORT
(74) FOUNTAIN OF YOUTH PROGRAM
220 W 7TH ST SUITE 101
DUBUQUE,IA52001 		81-3722764 501(C)(3) 8,318 0     COMMUNITY SUPPORT
(75) FOUR MOUNDS FOUNDATION
4900 PERU RD
DUBUQUE,IA52001 		42-1265303 501(C)(3) 20,050 0     COMMUNITY SUPPORT
(76) FOUR OAKS OF DUBUQUE
2460 KERPER BLVD STE 701
DUBUQUE,IA520014809 		42-0998726 501(C)(3) 6,091 0     COMMUNITY SUPPORT
(77) FRIENDS OF OLIN ES
PO BOX 70
OLIN,IA52320 		47-1729077 501(C)(3) 10,000 0     COMMUNITY SUPPORT
(78) FRIENDS OF ST MARY'S
PO BOX 3188
DUBUQUE,IA52001 		46-4898142 501(C)(3) 13,399 0     COMMUNITY SUPPORT
(79) GALENA ART AND RECREATION CENTER
413 S BENCH ST
GALENA,IL61036 		36-2616288 501(C)(3) 12,950 0     COMMUNITY SUPPORT
(80) GIGI'S PLAYHOUSE
6507 UNIVERSITY AVE
WINDSOR HEIGHTS,IA50324 		61-1611262 501(C)(3) 25,100 0     COMMUNITY SUPPORT
(81) GOOD NEIGHBOR SOCIETY
105 MCCARREN DR
MANCHESTER,IA52057 		42-0846668 501(C)(3) 8,830 0     COMMUNITY SUPPORT
(82) GRAND OPERA HOUSE
135 W 8TH ST
DUBUQUE,IA52001 		42-1133812 501(C)(3) 5,142 0     COMMUNITY SUPPORT
(83) GREATER DELAWARE COUNTY COMMUNITY FOUNDATION
200 E MAIN ST
MANCHESTER,IA52057 		42-1045184 501(C)(3) 30,845 0     COMMUNITY SUPPORT
(84) HELPING SERVICES FOR YOUTH & FAMILIES - DECORAH
805 EAST MAIN STREET
MANCHESTER,IA52101 		42-0989563 501(C)(3) 9,550 0     COMMUNITY SUPPORT
(85) HIGHLAND CEMETERY
503 CHESTNUT ST
SEELANDER,IA52043 		501(C)(13) 5,890 0     COMMUNITY SUPPORT
(86) HILLCREST FAMILY SERVICES
2005 ASBURY RD
DUBUQUE,IA52001 		42-0680411 501(C)(3) 60,292 0     COMMUNITY SUPPORT
(87) HILLS AND DALES CHILD DEVELOPMENT CENTER
1011 DAVIS ST
DUBUQUE,IA52001 		42-1388270 501(C)(3) 38,620 0     EDUCATION
(88) HOLY FAMILY CATHOLIC SCHOOLS
2005 KANE ST
DUBUQUE,IA520010538 		42-0792429 501(C)(3) 234,109 0     COMMUNITY SUPPORT
(89) HOSPICE OF DUBUQUE
1670 JOHN F KENNEDY ROAD
DUBUQUE,IA52002 		42-1205973 501(C)(3) 28,599 0     COMMUNITY SUPPORT
(90) IOWA COLLEGE ACCESS NETWORK
1770 BOYSON RD
HIAWATHA,IA52233 		27-0915418 501(C)(3) 10,125 0     COMMUNITY SUPPORT
(91) IOWA STATE UNIVERSITY EXTENSION & OUTREACH - JACKSON COUNTY
201 W PLATT ST
MAQUOKETA,IA52060 		42-6004224 501(C)(3) 5,986 0     EDUCATION
(92) JONES REGIONAL MEDICAL CENTER FOUNDATION
1795 HWY 64 EAST
ANAMOSA,IA52205 		42-1429225 501(C)(3) 11,256 0     COMMUNITY SUPPORT
(93) JULIEN DUBUQUE INTERNATIONAL FILM FESTIVAL
PO BOX 735
DUBUQUE,IA520040735 		26-4261800 501(C)(3) 20,750 0     COMMUNITY SUPPORT
(94) JUNIOR ACHIEVEMENT OF THE HEARTLAND
800 12TH AVE
MOLINE,IL61265 		36-2684253 501(C)(3) 9,514 0     COMMUNITY SUPPORT
(95) LITTLE SISTERS OF THE POOR CHICAGO PROVINCE INC
80 WEST NORTHWEST HIGHWAY
PLAATINE,IL60067 		51-0187829 501(C)(3) 8,000 0     COMMUNITY SUPPORT
(96) LORAS COLLEGE
1450 ALTA VISTA PO BOX 178
DUBUQUE,IA520040178 		42-0680412 501(C)(3) 114,315 0     EDUCATION
(97) LUTHERAN SERVICES IN IOWA - DES MOINES
3125 COTTAGE GROVE AVE
DES MOINES,IA50311 		42-0698267 501(C)(3) 10,250 0     COMMUNITY SUPPORT
(98) MAKE-A-WISH FOUNDATION OF IOWA
3009 - 100TH ST
URBANDALE,IA50322 		42-1310530 501(C)(3) 15,500 0     COMMUNITY SUPPORT
(99) MAQUOKETA ART EXPERIENCE
PO BOX 993
MAQUOKETA,IA52060 		42-1310530 501(C)(3) 6,728 0     COMMUNITY SUPPORT
(100) MAQUOKETA BETTERMENT CORP
112 NORTH MAIN STREET
MAQUOKETA,IA52060 		26-1771426 501(C)(3) 5,750 0     COMMUNITY SUPPORT
(101) MAQUOKETA COMMUNITY CUPBOARD
908 W PLATT PO BOX 743
MAQUOKETA,IA52060 		42-1269332 501(C)(3) 9,800 0     COMMUNITY SUPPORT
(102) MAQUOKETA COMMUNITY SCHOOLS
612 S VERMONT ST
MAQUOKETA,IA52060 		42-6037701 170(C)(1) 27,725 0     EDUCATION
(103) MAQUOKETA VALLEY DOLLARS FOR SCHOLARS
PO BOX 62
DELHI,IA52223 		46-5193481 501(C)(3) 34,306 0     EDUCATION
(104) MARQUETTE CATHOLIC SCHOOLS
403 PARK ST
BELLEVUE,IA52031 		42-0955523 501(C)(3) 80,108 0     EDUCATION
(105) MARYKNOLL FATHERS AND BROTHERS
PO BOX 302
MARYKNOLL,NY105459989 		13-1740144 501(C)(3) 45,000 0     COMMUNITY SUPPORT
(106) MARY'S INN MATERNITY HOME
PO BOX 3338
DUBUQUE,IA520043338 		36-4768362 501(C)(3) 20,690 0     COMMUNITY SUPPORT
(107) MFL MARMAC DOLLARS FOR SCHOLARS
PO BOX 607
MONONA,IA52159 		04-2296967 501(C)(3) 13,010 0     COMMUNITY SUPPORT
(108) MONONA UNITED METHODIST CHURCH
702 S MAIN ST PO BOX 280
MONONA,IA52159 		42-1203217 501(C)(3) 40,500 0     COMMUNITY SUPPORT
(109) MT PLEASANT HOME
1695 MT PLEASANT ST
DUBUQUE,IA520014209 		42-0698197 501(C)(3) 8,944 0     COMMUNITY SUPPORT
(110) MULTICULTURAL FAMILY CENTER
1157 CENTRAL AVE
DUBUQUE,IA52001 		27-0751743 501(C)(3) 13,469 0     COMMUNITY SUPPORT
(111) MY GEAR OUTREACH
2824 N 3RD ST
CLINTON,IA52732 		47-5593617 501(C)(3) 12,000 0     COMMUNITY SUPPORT
(112) NAMI - DUBUQUE
225 WEST 6TH STREET
DUBUQUE,IA52001 		31-1492256 501(C)(3) 66,004 0     COMMUNITY SUPPORT
(113) NATIONAL MISSISSIPPI RIVER MUSEUM & AQUARIUM
350 E 3RD ST
DUBUQUE,IA52001 		42-6072050 501(C)(3) 191,917 0     COMMUNITY SUPPORT
(114) NATIVITY CHURCH
1225 ALTA VISTA ST
DUBUQUE,IA52001 		53-0196617 501(C)(3) 13,100 0     COMMUNITY SUPPORT
(115) NEW HORIZONS OF SOUTHWEST FLORIDA
PO BOX 111833
NAPLES,FL34108 		11-3678086 501(C)(3) 10,000 0     COMMUNITY SUPPORT
(116) NORTHEAST COMMUNITY SCHOOL DISTRICT
1450 370TH AVE PO BOX 66
GOOSE LAKE,IA52750 		170(C)(1) 6,946 0     EDUCATION
(117) NORTHEAST IOWA AREA AGENCY ON AGING - WATERLOO
3840 W 9TH ST
WATERLOO,IA50702 		52-1621262 501(C)(3) 8,500 0     COMMUNITY SUPPORT
(118) NORTHEAST IOWA COMMUNITY ACTION CORPORATION
305 MONTGOMERY PO BOX 487
DECORAH,IA52101 		42-6092713 501(C)(3) 10,500 0     COMMUNITY SUPPORT
(119) NORTHEAST IOWA COMMUNITY COLLEGE FOUNDATION
8342 NICC DRIVE
PEOSTA,IA520689703 		42-1178729 501(C)(3) 56,851 0     COMMUNITY SUPPORT
(120) NORTHEAST IOWA RC & D INC
101 E GREENE ST PO BOX 916
POSTVILLE,IA52162 		42-1309260 501(C)(3) 10,000 0     COMMUNITY SUPPORT
(121) NORTHEAST IOWA SCHOOL OF MUSIC
2728 ASBURY RD STE 200
DUBUQUE,IA52001 		42-1510485 501(C)(3) 27,648 0     EDUCATION
(122) OHNWARD FINE ARTS CENTER
1215 E PLATT ST
MAQUQ,IA52060 		42-1507636 501(C)(3) 9,730 0     COMMUNITY SUPPORT
(123) OLIN HOSE COMPANY
105 WEST CLEVELAND ST PO BOX 38
OLIN,IA52320 		42-1086880 501(C)(3) 20,000 0     COMMUNITY SUPPORT
(124) OPENING DOORS (MARIA HOUSE & TERESA SHELTER)
2100 ASBURY RD STE 8
DUBUQUE,IA52001 		42-1490364 501(C)(3) 66,915 0     COMMUNITY SUPPORT
(125) OPERATION EMPOWER
2216 WHITE STREET
DUBUQUE,IA52001 		20-4600693 501(C)(3) 11,000 0     COMMUNITY SUPPORT
(126) OUR LADY OF THE MISSISSIPPI ABBEY
8400 ABBEY HILL LANE
DUBUQUE,IA520039576 		42-0878319 501(C)(3) 6,500 0     COMMUNITY SUPPORT
(127) PIARIST SCHOOL
PO BOX 369
HAGER HILL,KY41222 		61-1177865 501(C)(3) 14,000 0     EDUCATION
(128) PRESENTATION LANTERN
900 JACKSON ST SUITE LL5-1
DUBUQUE,IA52001 		13-4224124 501(C)(3) 20,022 0     COMMUNITY SUPPORT
(129) PROJECT ROOTED
2250 CLYDESDALE COURT
DUBUQUE,IA52001 		84-4698441 501(C)(3) 6,687 0     COMMUNITY SUPPORT
(130) QUAD CITIES GOLF CLASSIC CHARITABLE FOUNDATION
15623 COALTOWN RD
EAST MOLINE,IL61244 		93-1332421 501(C)(3) 17,000 0     COMMUNITY SUPPORT
(131) REGIONAL MEDICAL CENTER
709 W MAIN ST PO BOX 359
MANCHESTER,IA52057 		42-6037649 501(C)(3) 16,515 0     HEALTH
(132) RESOURCESUNITE
1900 JOHN F KENNEDY RD
DUBUQUE,IA52002 		36-4761269 501(C)(3) 24,115 0     COMMUNITY SUPPORT
(133) RESURRECTION PARISH
4300 ASBURY RD
DUBUQUE,IA52002 		42-0861036 501(C)(3) 107,325 0     COMMUNITY SUPPORT
(134) RIVER BEND FOODBANK
4010 KIMMEL DRIVE
DAVENPORT,IA52802 		36-3147342 501(C)(3) 20,157 0     COMMUNITY SUPPORT
(135) RIVER CITIES INFORMATION REFERRAL & ASSISTANCE SERVICES
219 1ST AVE
CLINTON,IA52732 		42-1342012 501(C)(3) 5,400 0     COMMUNITY SUPPORT
(136) RIVERVIEW CENTER
1789 ELM STREET STE C
DUBUQUE,IA52001 		36-3920008 501(C)(3) 26,862 0     COMMUNITY SUPPORT
(137) RURAL COMMUNITY FOOD PANTRY
673 5TH ST NWPO BOX 22
DYERSVILLE,IA52040 		20-8196586 501(C)(3) 7,500 0     COMMUNITY SUPPORT
(138) SACRED HEART CATHOLIC SCHOOL
806 EDDY ST
MAQUOKETA,IA52060 		42-0725234 501(C)(3) 5,210 0     COMMUNITY SUPPORT
(139) SAFE HAVEN HUMANE SOCIETY
1471 US HIGHWAY 20 W
ELIZABETH,IL61028 		36-4242148 501(C)(3) 13,176 0     COMMUNITY SUPPORT
(140) SALT AND LIGHT
1819 S PHILO RD
URBANA,IL61802 		32-0074485 501(C)(3) 10,000 0     COMMUNITY SUPPORT
(141) SEVA HEALTH CENTER FOR WELLBEING
400 SOUTH PAGE STREET
MONONA,IA52159 		87-1664668 501(C)(3) 8,000 0     COMMUNITY SUPPORT
(142) SISTERS OF CHARITY BVM
1100 CARMEL DR PO BOX 858
DUBUQUE,IA52003 		52-1235775 501(C)(3) 31,832 0     COMMUNITY SUPPORT
(143) SISTERS OF ST FRANCIS
3390 WINDSOR AVE
DUBUQUE,IA520011311 		42-0757421 501(C)(3) 8,620 0     COMMUNITY SUPPORT
(144) SISTERS OF THE PRESENTATION OF THE BVM
2360 CARTER ROAD
DUBUQUE,IA52001 		42-0681050 501(C)(3) 7,930 0     COMMUNITY SUPPORT
(145) ST COLUMBKILLE CATHOLIC CHURCH
1240 RUSH ST
DUBUQUE,IA52003 		42-0680317 501(C)(3) 16,860 0     COMMUNITY SUPPORT
(146) ST GILES PARISH
1025 COLUMBIAN AVE
OAK PARK,IL60302 		36-2171014 501(C)(3) 10,300 0     COMMUNITY SUPPORT
(147) ST JOHN'S LUTHERAN CHURCH
203 PEARL ST PO BOX 819
GUTTENBERG,IA52052 		42-1522040 501(C)(3) 52,585 0     COMMUNITY SUPPORT
(148) ST JOSEPH THE WORKER CATHOLIC CHURCH
60 S ALGONA ST
DUBUQUE,IA52001 		42-0698063 501(C)(3) 56,990 0     COMMUNITY SUPPORT
(149) ST MARK YOUTH ENRICHMENT
1201 LOCUST ST
DUBUQUE,IA52001 		42-1338364 501(C)(3) 83,215 0     COMMUNITY SUPPORT
(150) ST MARY'S CATHOLIC CHURCH
PO BOX 847
GUTTENBERG,IA52052 		42-0698075 501(C)(3) 20,000 0     COMMUNITY SUPPORT
(151) ST PATRICK SCHOOL
200 - 2ND ST SW
WAUKON,IA52172 		42-0698115 501(C)(3) 10,450 0     COMMUNITY SUPPORT
(152) ST PETER LUTHERAN CHURCH
3200 ASBURY RD
DUBUQUE,IA52001 		42-6022856 501(C)(3) 33,500 0     COMMUNITY SUPPORT
(153) ST VINCENT DE PAUL
4990 RADFORD ROAD
DUBUQUE,IA52002 		42-0890358 501(C)(3) 16,813 0     COMMUNITY SUPPORT
(154) STONE CITY FOUNDATION INC
12388 DEARBORN ROAD
ANAMOSA,IA52205 		30-0389015 501(C)(3) 20,000 0     COMMUNITY SUPPORT
(155) STONEHILL BENEVOLENT FOUNDATION
3485 WINDSOR AVE
DUBUQUE,IA52001 		42-1337556 501(C)(3) 11,022 0     COMMUNITY SUPPORT
(156) STONEHILL COMMUNITIES
3486 WINDSOR AVE
DUBUQUE,IA52001 		51-0141775 501(C)(3) 83,830 0     COMMUNITY SUPPORT
(157) TH MEDIA
PO BOX 29
DUBUQUE,IA52004 		42-0559640 501(C)(3) 9,432 0     COMMUNITY SUPPORT
(158) THE CRUDEM FOUNDATION INC HOPITAL SACRE COEUR
PO BOX 804
LUDLOW,MA01056 		43-1660199 501(C)(3) 6,000 0     COMMUNITY SUPPORT
(159) THE FROELICH FOUNDATION
24397 FROELICH RD
MCGREGOR,IA52157 		42-1295071 501(C)(3) 17,919 0     COMMUNITY SUPPORT
(160) THE MIRACLE LEAGUE OF DUBUQUE
6076 AMBER RIDGE DR
ASBURY,IA52002 		81-2454858 501(C)(3) 10,000 0     COMMUNITY SUPPORT
(161) THE RED BASKET PROJECT
1169 IOWA STREET
DUBUQUE,IA52001 		84-2590318 501(C)(3) 14,975 0     COMMUNITY SUPPORT
(162) THE SOURCE
PO BOX 942
DUBUQUE,IA52001 		20-3874661 501(C)(3) 8,400 0     COMMUNITY SUPPORT
(163) TWO BY TWO CHARACTER DEVELOPMENT
470 W 4TH ST
DUBUQUE,IA52001 		20-3437767 501(C)(3) 44,545 0     COMMUNITY SUPPORT
(164) UNITED WAY OF DUBUQUE AREA TRI-STATES
215 W 6TH ST
DUBUQUE,IA52001 		42-0761060 501(C)(3) 6,050 0     COMMUNITY SUPPORT
(165) UNIVERSITY OF DUBUQUE
2000 UNIVERSITY AVE
DUBUQUE,IA52001 		42-0680323 501(C)(3) 104,685 0     EDUCATION
(166) UNIVERSITY OF NORTHERN IOWA FINANCIAL AID OFFICE
1227 W 27TH ST
CEDAR FALLS,IA50614 		42-6004333 501(C)(3) 6,600 0     EDUCATION
(167) VETERANS MEMORIAL HOSPITAL
40 - 1ST ST SE
WAUKON,IA52172 		42-1197820 501(C)(3) 20,000 0     HEALTH
(168) VICTORY CENTER MINISTRIES
516-9TH AVE S PO BOX 1694
CLINTON,IA52732 		42-1295127 501(C)(3) 5,342 0     COMMUNITY SUPPORT
(169) VISION TO LEARN
12100 WILSHIRE BLVD SUITE 1275
LOS ANGELES,CA90025 		45-3457853 501(C)(3) 7,500 0     COMMUNITY SUPPORT
(170) WARTBURG THEOLOGICAL SEMINARY
333 WARTBURG PL
DUBUQUE,IA52003 		42-0681105 501(C)(3) 10,850 0     EDUCATION
(171) WEST DELAWARE COMMUNITY SCHOOL DISTRICT
605 NEW ST
MANCHESTER,IA52057 		42-6037588 170(C)(1) 12,286 0     EDUCATION
(172) WESTERN DUBUQUE COMMUNITY SCHOOLS - MAIN
310 - 4TH ST SW
FARLEY,IA52046 		42-6039078 170(C)(1) 30,730 0     EDUCATION
(173) WILLIS DADY HOMELESS SERVICES
1247 4TH AVE SE
CEDAR RAPIDS,IA52403 		42-1311668 501(C)(3) 11,000 0     COMMUNITY SUPPORT
(174) WORLDMAKER INTERNATIONAL
4217 1ST AVE SE
CEDAR RAPIDS,IA52402 		45-4670305 501(C)(3) 25,625 0     COMMUNITY SUPPORT
(175) WYOMING FAIR ASSOCIATION INC
9172 HWY 64
WYOMING,IA52362 		42-1018621 501(C)(3) 12,500 0     COMMUNITY SUPPORT
(176) YMCA OF THE IOWA MISSISSIPPI VALLEY
630 E 4TH ST
DAVENPORT,IA52801 		42-0703278 501(C)(3) 22,757 0     COMMUNITY SUPPORT
(177) YWCA CLINTON
317 - 7TH AVE S
CLINTON,IA52732 		42-0716335 501(C)(3) 8,000 0     COMMUNITY SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
189
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
2
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2022

Schedule I (Form 990) 2022
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) SCHOLARSHIPS 257 316,188      
(2) MORE MOMENTS MORE MEMORIES 120 98,538      
(3) CRESCENT CARES 27 13,031      
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: THE UNRESTRICTED FUND IS A FUND FROM WHICH INCOME AND/OR PRINCIPAL MAY BE DISTRIBUTED TO CHARITIES DESIGNATED AS 501(C)(3) ORGANIZATIONS AND TO CHARITABLE CAUSES AND CONCERNS. APPLICATIONS FOR GRANTS MUST BE SUBMITTED BY ORGANIZATIONS. FROM THE APPLICATIONS SUBMITTED, A COMMITTEE ESTABLISHED BY THE BOARD WILL DECIDE WHICH ORGANIZATIONS GRANTS WILL BE AWARDED. THE BOARD OF DIRECTORS RETAINS COMPLETE DISCRETION AS TO THE SELECTION OF GRANTEES AND PROGRAMS TO RECEIVE HELP FROM SUCH A FUND, AND IN MEETING EMERGING AND PRIORITY COMMUNITY NEEDS AND OPPORTUNITIES. THE FIELD OF INTEREST FUND IS A FUND FROM WHICH INCOME AND/OR PRINCIPAL MAY BE DISTRIBUTED TO CHARITIES DESIGNATED AS 501(C)(3) ORGANIZATIONS OR TO GROUPS WITH POTENTIAL FOR ACHIEVING 501(C)(3) STATUS WHICH PROVIDE SERVICES IN A SPECIFIED FIELD OR FIELDS OF CHARITABLE ACTIVITY, SUCH AS ARTS AND CULTURE, COMMUNITY AFFAIRS AND DEVELOPMENT, EDUCATION, ENVIRONMENT, HEALTH, HISTORIC PRESERVATION, AND HUMAN SERVICES. THE BOARD OF DIRECTORS OF THE FOUNDATION SHALL EXERCISE COMPLETE DISCRETION IN IDENTIFYING FUNDING OPPORTUNITIES AND SELECTING GRANTEES WITHIN THE SPECIFIED FIELDS OF INTEREST. DESIGNATED FUNDS ARE FUNDS FROM WHICH INCOME AND/OR PRINCIPAL IS DISTRIBUTED BY THE BOARD OF DIRECTORS OF THE FOUNDATION TO 501(C)(3) CHARITIES NAMED OR SPECIFIED BY THE DONOR(S) AT THE TIME THE FUND IS ESTABLISHED. AGENCY ENDOWMENT FUNDS ARE FUNDS THAT MAY BE ESTABLISHED BY IRS 501(C)(3) ORGANIZATIONS FROM WHICH INCOME AND/OR PRINCIPAL MAY BE DISTRIBUTED BY THE BOARD OF DIRECTORS OF THE FOUNDATION FOR THE PARTICULAR ORGANIZATION'S OWN BENEFIT. DONOR ADVISED FUNDS ARE FUNDS FROM WHICH INCOME AND/OR PRINCIPAL IS DISTRIBUTED BY THE BOARD OF DIRECTORS TO 501(C)(3) CHARITIES IN RESPONSE TO RECOMMENDATIONS MADE BY THE DONOR, THE DONOR'S FAMILY, OR AN ADVISOR. IN ACCORDANCE WITH INTERNAL REVENUE CODE REQUIREMENTS, HOWEVER, SUCH RECOMMENDATIONS ARE ADVISORY ONLY AND NOT BINDING ON THE BOARD OF DIRECTORS OF THE FOUNDATION.
PART III SCHOLARSHIPS: STUDENTS THAT MEET ELIGIBILITY REQUIREMENTS SET FORTH IN THE FUND AGREEMENT SUBMIT APPLICATIONS. STAFF REVIEW THE APPLICATIONS TO ENSURE ELIGIBILITY AND THEN A COMMITTEE OF AT LEAST THREE INDIVIDUALS REVIEW THE APPLICATIONS AND DECIDE UPON THE AWARDS. MORE MOMENTS MORE MEMORIES: INDIVIDUALS THAT MEET ELIGIBILITY REQUIREMENTS THAT THEY ARE PARTICIPATING IN A CLINICAL TRIAL FOR CANCER RESEARCH SUBMIT APPLICATIONS FOR EXPENSES RELATED TO THEIR TRAVEL (FLIGHTS, HOTELS, MEALS, ETC). STAFF REVIEW THE APPLICATIONS TO ENSURE ELIGIBILITY AND THEN A COMMITTEE OF AT LEAST THREE INDIVIDUALS REVIEW THE APPLICATIONS AND DECIDE UPON THE AWARDS. ONCE AN AWARD IS DECIDED UPON THE GRANT AWARD IS LOADED ONTO A PREPAID CARD THROUGH GLOBAL CASH CARD (A THIRD PARTY PROVIDER). EXPENSES ARE REVIEWED ONCE A MONTH BY STAFF.
Schedule I (Form 990) 2022



Additional Data


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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION OF GREATER DUBUQUE
 
Employer identification number

42-1526614
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1NANCY VAN MILLIGEN
PRESIDENT/CEO 		(i)

(ii)		 232,000
-------------
0 		0
-------------
0 		0
-------------
0 		6,960
-------------
0 		12,271
-------------
0 		251,231
-------------
0 		0
-------------
0
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 4B THE ORGANIZATION HAS A 457B PLAN FOR NANCY VAN MILLIGEN. IT WAS FUNDED BY THE ORGANIZATION IN THE AMOUNT OF $11,600 FOR THE CURRENT PERIOD.
Schedule J (Form 990) 2022

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
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)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash 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 36 2,399,496 FAIR MARKET VALUE
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 ... X 2 200,675 APPRAISAL
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 ( GIFT OF GRAIN ) X 4 10,910 SALES PRICE
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
2
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't 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 nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2022)
Schedule M (Form 990) (2022)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART 1 COL B.
PART I, LINE 32B: THE COMMUNITY FOUNDATION USES AN OUTSIDE ORGANIZATION TO PROCESS STOCKS RECEIVED AS CONTRIBUTIONS.
Schedule M (Form 990) (2022)

Additional Data


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SCHEDULE O
(Form 990)

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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
COMMUNITY FOUNDATION OF GREATER DUBUQUE
 
Employer identification number

42-1526614
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF NOT LESS THAN FIVE AND NOT MORE THAN SEVEN DIRECTORS, INCLUDING THE CHAIR, VICE CHAIR, SECRETARY, TREASURER AND OTHER DIRECTORS SELECTED AT-LARGE. THE EXECUTIVE COMMITTEE SERVES BETWEEN MEETINGS OF THE BOARD AND POSSESS AND MAY EXERCISE ALL POWERS OF THE BOARD IN THE MANAGEMENT AFFAIRS OF THE COMMUNITY FOUNDATION OF GREATER DUBUQUE, INCLUDING THE RESPONSIBILITY AND POWER TO APPOINT COMMITTEES, TO DETERMINE THE DISTRIBUTION OF PROPERTY, AUTHORITY OVER INVESTMENT POLICIES, AND OTHER DUTIES DELEGATED BY THE BOARD. ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE ARE REPORTED TO THE BOARD AND SUBJECT TO CONTROL, REVISION AND ALTERATION.
FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT/CEO AND FINANCE DIRECTOR REVIEW THE 990 THEN PRESENT IT TO THE EXECUTIVE COMMITTEE FOR FINAL REVIEW. THE FORM 990 IS MADE AVAILABLE TO THE GOVERNING BODY PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C ANY MEMBER OF THE FOUNDATION'S STAFF, BOARD OF DIRECTORS, AND OFFICERS MUST COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE CHAIR OF THE FOUNDATION AND THE EXECUTIVE DIRECTOR REVIEW THE SIGNED STATEMENTS. ANY POSSIBLE CONFLICTS ARE BROUGHT TO THE BOARD'S ATTENTION. ANY MEMBER OF THE BOARD OF DIRECTORS WHO IS CONNECTED WITH A PROSPECTIVE GRANT RECIPIENT IN ANY OFFICIAL CAPACITY SHALL ABSTAIN FROM VOTING ON THE PROPOSED GRANT. THIS ABSTENTION SHALL BE RECORDED IN THE MINUTES OF THE MEETING AT WHICH SUCH VOTE OCCURS. IF, BECAUSE OF SUCH ABSTENTIONS AT ANY SUCH MEETING OF THE BOARD OF DIRECTORS, A PARTICULAR GRANT WOULD FAIL FOR LACK OF A MAJORITY VOTE, SUCH A GRANT COULD BE MADE IF APPROVED IN WRITING BY AN ABSENT BUT DISINTERESTED MEMBER OR MEMBERS WITHIN A REASONABLE TIME AFTER THE DIRECTORS' MEETING AT WHICH THE GRANT PROPOSAL WAS FIRST CONSIDERED. IF A SITUATION SHOULD ARISE IN WHICH A MAJORITY OF DIRECTORS WOULD BE DISQUALIFIED FROM VOTING ON A GRANT PROPOSAL BECAUSE OF THE FOUNDATION'S CONFLICT OF INTEREST POLICY, THE BOARD MAY, AFTER FULL DISCLOSURE OF THE POTENTIAL CONFLICT AND BY MAJORITY AFFIRMATIVE VOTE, SUSPEND THE CONFLICT OF INTEREST POLICY AND PROCEED TO MAKE THE GRANT. ALL DISCUSSION AND ACTION WITH RESPECT TO ACTUAL OR POTENTIAL CONFLICTS OF INTEREST SHALL BE ENTERED INTO THE MINUTES OF THE MEETINGS WHERE SUCH ACTION TAKES PLACE. IT IS THE PRACTICE OF THE COMMUNITY FOUNDATION TO BUILD A WRITTEN RECORD OF ANY SPECIAL RELATIONSHIPS BETWEEN PROSPECTIVE GRANTEES AND DIRECTORS, STAFF, OR THE FAMILY MEMBERS OF EITHER DIRECTORS OR STAFF FOR THE PURPOSE OF DOCUMENTING THE FACTUAL RECORD AND ENABLING FULL DISCLOSURE TO ALL DIRECTORS. SUCH RECORD SHALL BE KEPT WITH THE PERMANENT MINUTES OF THE BOARD PROCEEDINGS. ANY PERSON HAVING KNOWLEDGE OF ANY ACTION OR CONDUCT IN VIOLATION OF THE POLICIES SHOULD REPORT THE INFORMATION TO THE CHAIR OF THE FOUNDATION BOARD.
FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION FOR THE PRESIDENT/CEO. SALARY ADJUSTMENTS ARE BASED ON AN ANNUAL EVALUATION AND COMPARABILITY DATA. THE ORGANIZATION DOCUMENTS AND PROVIDES SUBSTANTIATION FOR THE COMPENSATION PROCESS. THE COMPENSATION PROCESS WAS LAST COMPLETED IN FY 2021.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST.
FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF LIFE INSURANCE -18,620. ASC 842 LEASE STANDARD ADJUSTMENT 16,083.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


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" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
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 (if applicable) 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 0 COMMUNITY FOUNDATION OF GREATER DUBUQUE
 










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 entity?
Yes No
(1)CFGD CHARITABLE TRUST
700 LOCUST STREET SUITE 195

DUBUQUE,IA52001
35-6840681 		SUPPORT THE COMMUNITY FOUNDATION OF GREATER DUBUQUE IA 501(C)(3) LINE 12A, I COMMUNITY FOUNDATION OF GREATER DUBUQUE
 
Yes
 












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
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 related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(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 Yes No






























Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2021

Additional Data


Software ID:  
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