Community Foundation of Greater Des Moines 2013 Annual Report

Live. Give. Better together.

2013Report to the Community

2013 Report to the CommunityTable of Contents

2 Letter from the Chief Executive Officer & President

3 Community Foundation Growth

4 Endow Iowa

6 Statewide Giving

8 Connecting Kids and Culture

10 Bravo Greater Des Moines

12 Homelessness and Affordable Housing

14 80/35 Music Festival

16 Greater Des Moines Public Art Foundation

18 BoardLaunch

20 LifeTown Legacy® Society

22 Evelyn K. Davis Center for Working Families

24 Capital Crossroads

26 Families Giving Back

28 LifeTown Legacy® Society Members

30 Funds

40 Friends of the Community Foundation

42 Community Foundation Staff

44 Committees and Consultants

46 Board of Directors

48 Financials

For more than 40 years, the Community Foundation of Greater Des Moines has improved quality of life for all by promoting charitable giving, connecting donors with causes they care about and providing leadership on important community issues.

We’re simply better together.

Great accomplishments often begin with a strong vision and a commitment to realize it.

In 2012 we developed a strategic plan to guide our work in the next five years with an emphasis on building community endowments, supporting the work of charitable organizations and engaging donors in giving opportunities. In addition, our focus moving forward is to build on our community leadership work by continuing to identify and address community needs and opportunities. This year’s annual report focuses on key projects over our 40-year history where we’ve done just that—taken a key leadership and funding role, partnered with charitable organizations and engaged donors and community leaders to tackle important community projects. We are so proud of the impact of our collective work and the significant influence our donors, volunteers and staff have in improving quality of life in our community now and in the future. Your support makes this work possible. Thank you for being a part of this incredible organization and community. Your generosity is creating a legacy and building the foundation for a strong future for our communities and state.

J. Barry Griswell Chief Executive Officer

Kristi KnousPresident

Dear Community Foundation Friends,

2 Community Foundation of Greater Des Moines | 2013 Annual Report

The Community Foundation’s investment of more than $375,000 in Leadership Grants in 2012 funded:

Purchase and renovation of the Des Moines Social Club’s new home at the former Firehouse in downtown Des Moines

Capacity building and leadership development for the African American Leadership Forum founded by The Directors Council

Des Moines Performing Arts’ renovation of Nollen Plaza in downtown Des Moines

Construction of a new packaging center/warehouse building for Meals from the Heartland

Bridges of Iowa’s newly developed Women’s Substance Abuse Treatment program

Capacity Building Grants were awarded to twenty-four nonprofit organizations.

$225,000,000 $50,000,000$26,000,000 1,080

in assets

in gifts in 2012

given to our communities in 2012

charitable funds

*As of December 31, 2012

Partners in giving

2013 Annual Report | Community Foundation of Greater Des Moines 3

Endow Iowa

“We’ve been able to give more because of Endow Iowa Tax Credits. The program encourages local giving to Iowa charities and provides a significant tax incentive. It’s a great feeling to support the causes we care about at an even greater level while building our charitable endowment.”

The Lauridsen FamilyWalter Lauridsen , Nix Lauridsen , Aage A.W. Lauridsen, Christine Lauridsen-Sand


in endowment gifts statewide through this 25% state tax credit

$115,000,000

Endow Iowa allows taxpayers to receive a 25% Iowa tax credit in addition to

normal federal charitable income tax deductions for certain charitable gifts.

Our leadership in advocating for one of the nation’s most coveted philanthropic

programs provides millions of charitable dollars for our future needs.

*As of December 31, 20122013 Annual Report | Community Foundation of Greater Des Moines 5

“Without the leadership of the Community

Foundation and the personnel there, the

Endow Iowa Tax Credit program would

not have taken place. It inspires people to

contribute back to their communities for long-

range planning and create a real legacy in their

own communities.”

Scott Raecker

Executive DirectorCharacter Counts In IowaFormer Legislator

“I feel strongly that the Endow Iowa Tax Credit

has increased charitable giving in Iowa and

has therefore made overall quality of life better

in our state. Endow Iowa continues to grow in

favor with legislators in a bipartisan manner

who have worked to not only create the

program, but continue to grow it so all Iowans

can continue to support local charities.”

Peter Cownie

State Representative

$115,000,000


Statewide Giving

The County Endowment Fund Program

legislation created a community foundation

presence in every Iowa county. The Community

Foundation of Greater Des Moines is one

of nine host community foundations in the

state of Iowa that provides investment and

administrative expertise for these efforts

to build philanthropy with local community

foundations created through the County

Endowment Fund Program, encouraging new

giving opportunities in rural counties and

communities throughout the state. $50,000,000

“It’s always been important to our family to give back. Through our local community foundation we can make a difference where it really matters. Creating our family’s charitable fund made it possible to support many interests in our county and community.”

Jacque and Jim AndrewGreene County Community Foundation

in gifts to support local communities

$50,000,0002013 Annual Report | Community Foundation of Greater Des Moines 7

White highlighted counties

represent Community Foundation

affiliate relationships.

42 counties and communities 350 funds statewide

Connecting Kids and Culture

Connecting Kids and Culture provides 65 percent of all

funding available for in-class and field experiences for

schools in Polk, Dallas and Warren counties.

“We simply could not provide these cultural experiences without the funding. The students look so forward to it and the parents are thrilled with the experiences.”

Julia TaylorPrincipalRolling Green Elementary School in Urbandale

students experiencing art and culture in our community


The Community Foundation and Bravo

Greater Des Moines recognize that with

budget constraints, many schools do not

have funding to provide field experiences

for students. The organizations created

Connecting Kids and Culture to bridge

that gap and respond to this important

community need. The program provides

funding for admission fees and transportation

to educational experiences outside the

classroom and provides opportunities for

educators to bring local arts and cultural

experiences into their schools, while directly

aligning community-based arts and cultural

learning to core curriculum objectives. The

Community Foundation and Bravo combined

contributions from The Principal Charity

Classic® to start Connecting Kids and

Culture in 2007 and continue to use yearly

contributions from the event to support

the program.

“This program is brilliant. It boosts

the revenue of participating cultural

organizations and opens the classroom

to new cultural experiences. We are so

thankful for this funding that allows our

organization to engage teachers and their

students in purposeful discovery about the

world around them.”

Sherry Gupta

Executive Director

CULTUREALL

$712,000 invested to provide cultural experiences


Bravo Greater Des Moines

Bravo Greater Des Moines, the region’s arts council, is a nonprofit

organization committed to strengthening the metro area’s arts and

cultural community as a key element of a world-class quality of life.

The Community Foundation provided

leadership, convened and provided funding for

feasibility studies and assisted in determining

sustainable funding streams as leaders in the

arts and cultural arena organized themselves

into what we know today as Bravo Greater

Des Moines. The Community Foundation

continues to provide funding and endowment

management to support Bravo.

“The Community Foundation recognized early

on the benefits of a vibrant arts and culture

scene in Greater Des Moines and provided

the necessary catalyst, via financial support

and staffing, to get our organization off the

ground. I am so proud of what Bravo is

accomplishing as an organization

representing and funding the best interests of

a unified arts and culture community. Together

we are bringing economic growth and

delightful works of art, performances and

cultural activities to our community.”

Sharon Krause

Board Chair

Bravo Greater Des Moines

3,600,000


“The momentum and growing achievement of arts and culture organizations is taking our city to new heights, creating an arts destination and providing more unique opportunities for those already living, supporting and enjoying cultural offerings in their own community.” Richard L. Early Executive DirectorDes Moines Symphony & Academy

attend area arts, culture and heritage organization events

90 organizations supported$18 million given in grants$114.4 million in regional economic impact each year

3,600,000


Homelessness and Affordable HousingStrengthening Children and Families

Providing consistent funding to develop

support systems for children and families is

a key focus area of Community Foundation

and donor grants. Developing strategies that

address critical human needs issues such as

homelessness, affordable housing and poverty

ensure safe places and opportunity for all in

our community.

“The Community Foundation’s long-term

commitment to housing and eliminating

homelessness in Greater Des Moines allows

nonprofit organizations to give families and

individuals in need access to housing and

to services such as case management,

counseling, crisis intervention and advocacy,

which are designed to stabilize families and

help them become self-sufficient.”

Eric Burmeister

Executive Director

Polk County Housing Trust Fund

$2,400,000


“Now we have a safe place to call home.”

Alexandra McGeeParticipantHawthorn Hill Home Connection

given through donor funds and Community Foundation grants to support housing

Thousands of warm meals and beds

Change, one family at a time

$2,400,000


80/35 Music Festival

Des Moines houses the Midwestern

connection hub of interstates 80 and 35,

bringing a number of bands and fans traveling

the “summer festival circuit” through the city.

Major, cutting-edge acts that drive through Des

Moines for festivals in Chicago, Milwaukee or

Kansas City now stay and play thanks to the

Des Moines Music Coalition’s 80/35 Music

Festival. The Community Foundation’s

Leadership Grant to the Des Moines Music

Coalition launched the 80/35 Music Festival

in 2008.

“Des Moines is ideally positioned in the upper

Midwest to be a destination for live music.

The Community Foundation came along at

a critical time as our founding funder and

provided seed money that enabled us to put

this festival together. I give them a lot of

credit for having the vision to take this idea

and help us implement it.”

Loyd Ogle

Co-founder and Past President

Des Moines Music Coalition

150,00014 Community Foundation of Greater Des Moines | 2013 Annual Report

“You can feel the energy in the air…. Des Moines has arrived!”

Jennifer Hansen Ownereden boutique in the East Village

music fans, 200 bands,100 local acts

150,0002013 Annual Report | Community Foundation of Greater Des Moines 15

Greater Des Moines Public Art Foundation

The Greater Des Moines Public Art Foundation

is responsible for advancing the community’s

public art program and collaborating to create

innovative opportunities for art integration

throughout Greater Des Moines. The

Community Foundation was an early partner in

the establishment of the Greater Des Moines

Public Art Foundation and continues to provide

fund administration.

“Des Moines is blessed with a tradition of

public art that far exceeds communities twice

our size. This tradition speaks volumes about

our values and contributes greatly to the

quality of life in our city. For ten years the


has facilitated public/private partnerships to

realize significant public artworks. Over this

entire time, the Community Foundation has

been a vital partner.”

Paul Mankins

Board Chair


$8,800,000


“The public art in Greater Des Moines creates a beautiful backdrop for our community and inspires creativity and ingenuity. I am so glad I am able to enjoy it every day!”

Aaron Todd Resident

Des Moines

invested or leveraged for public art in our community

$8,800,000


BoardLaunchStrengthening Charitable Organizations

Strong nonprofit organizations must have

effective and engaged board members, and

part of our mission is to strengthen charitable

organizations. The Community Foundation

BoardLaunch training series enhances the

management and leadership skills of local

nonprofit boards by providing technical,

governance and leadership instruction.

“We talk about fundraising and responsibilities

of a board, but when we sent new and

seasoned members to a BoardLaunch

workshop, a spark ignited. They felt enabled

with great information and inspired to become

more engaged. We are so thankful the

Community Foundation continues to respond

to the needs of the nonprofit sector with

timely and affordable training opportunities

for our board and staff team.”

Sherri Nielsen President/CEOEaster Seals Iowa


“This is how a strong board operates! We’re following best practices and improving our organization with new skills learned.”

Conrad Hanson Board MemberEaster Seals Iowa

nonprofit board and staff members trained

450 charitable organizations strengthening leadership skills

1,900 2013 Annual Report | Community Foundation of Greater Des Moines 19

LifeTown Legacy® Society members have

established a permanent endowment or

made a planned gift through the Community

Foundation to give back to the community

which has been so important in shaping

their lives.

“This dedicated and visionary group of

givers recognizes future support will be

needed to ensure our community continues

to be a vibrant place to call home. LifeTown

members represent a special group of givers

at the Community Foundation who have the

vision to endow or plan gifts that will benefit

their favorite charities and our community

well into the future.”

Kaye Lozier

Director of Donor Relations

Community Foundation

Permanent endowments can be established

through gifts designated in a will or estate plan,

gifts through a life insurance policy, IRA, 401(k)

plan, real estate, charitable gift annuities,

charitable remainder trusts, or gifts of cash or

appreciated assets made during your lifetime.

You can establish a named Legacy Fund to

receive your planned gifts and personally

communicate how your charitable contributions

will forever benefit your favorite charities.

LifeTown Legacy® Society Planned gifts provide future support


“Our family’s permanent endowment provides charitable organizations with the funding they need to do what they do best, both now and in the future.”

Lynette and Kurt Rasmussen Members

LifeTown Legacy® Society

planned gifts to support our community by families committed to the future

220


“I have a meaningful job and can provide opportunities for my son because of the career assistance I received at the Evelyn K. Davis Center for Working Families. The Center staff didn’t give up on me, so I didn’t give up.”

Affie RobinsonCertified Nursing AssistantBickford Cottage in West Des Moines

invested in the Evelyn K. Davis Center for Working Families by Community Foundation grants and donor funds

$657,000

Evelyn K. Davis Center for Working FamiliesMeaningful Employment


The Community Foundation and Des Moines

Area Community College led the creation of the

Evelyn K. Davis Center for Working Families.

The Center provides an integrated program

of services, including direct job placement

assistance, career enhancement programs,

social, family and workforce support services

and training. Community leaders, neighborhood

residents and local businesses are working

together to create change, improve quality

of life and facilitate significant impact in Des

Moines’ urban core.

“The Evelyn K. Davis Center for Working

Families takes people from wherever they are,

often unemployed or facing some barrier to

employment, right into the workforce, giving

them a real chance to improve their lives. The

Community Foundation was key to bringing

this dream of a much needed employment

center in the heart of Des Moines to reality.

They convened key stakeholders and donors

to make this project possible.”

Rob Denson

President

Des Moines Area Community College

1,800 people receiving employment services through the Center’s programs


Local leaders are taking advantage of

opportunities and addressing challenges

through a clear vision and plan for Iowa’s

capital region. The Community Foundation

and the Greater Des Moines Partnership

collaborated with local government,

education, health care, business and

community leaders on this strategic

community and economic development

planning process.

Capital Crossroads focus areas include

Business Capital, Capital Core, Capital

Corridor, Cultural Capital, Environmental

Capital, Governance Capital, Human Capital,

Physical Capital, Social Capital, Urban Core

and Wellness Capital. Each of the capital

plans impacts growth in its area of focus and

on an integrated basis.

“When the Community Foundation and

Partnership leadership initially discussed

the idea of developing a new bold vision

for Greater Des Moines, we knew we had

an incredible opportunity to work together

to help take Central Iowa to the next level.

The Community Foundation played a critical

role in launching the Capital Crossroads

visioning process by convening community

leaders and providing significant funding and

staffing support.

Capital Crossroads is the only

comprehensive regional vision plan that

we are aware of that has a strong focus

on social capital. Community Foundation

leaders were instrumental in ensuring

that civility, diversity, and next generation

leadership were key elements of the

Capital Crossroads plan, and the Community

Foundation is currently helping lead the

implementation of the Social Capital work

platform. This unique regional focus

certainly will give Greater Des Moines yet

another competitive advantage

moving forward.”

Jay Byers

Chief Executive Officer

Greater Des Moines Partnership

Capital Crossroads A Vision for Greater Des Moines and Central Iowa


“Central Iowa is a rather unique place; we’re just a big small town. We believe in helping each other, we believe in addressing problems and opportunities head on, and because of this type of planning, we are able to accomplish great things.”

Tony Timm Executive DirectorCentral Iowa Shelter & Services

local voices contributed to the process5-year vision strategy for the region11 areas of focus moving our region forward

5,0002013 Annual Report | Community Foundation of Greater Des Moines 25

Mosqueda Family Families Giving Back

When Richard and Antonia Mosqueda

opened the first Tasty Tacos in 1961, they

had two tables in their small restaurant, the

family recipe and a lot of faith. Fifty years and

five locations later, the family is adding structure

to a practice that has always been important –

charitable giving.

Daughter of the founders and current president

of Tasty Tacos Linda Mosqueda-Blair says her

father had a reputation for giving to whoever

was in need, even when he didn’t have

a lot to give.

The practice became important to his

children, and the family recently established

the Mosqueda Family Foundation Fund at

the Community Foundation to facilitate their

charitable giving. The family considered

opening a private foundation, but at the advice

of their attorneys Scott Riemenschneider

and Steve Despotovich, worked with the

Community Foundation to minimize costs and

administration.

Nada es imposible.


invested to start Tasty Tacos 50 years ago

Started with $500 and 6 kids3 generations in the family business50 years of Tasty Tacos

$500“We are an Iowa company and family. Des Moines has made us what we are, and we are proud to support our local community.”

The Mosqueda FamilyMargaret Chilton, Antonia Mosqueda, Linda Mosqueda-Blair, Jenni Gardner, Matt Blair, Andre Mosqueda, Ron Mosqueda, Rick Mosqueda


Anonymous (9)Gregory E. AbelElizabeth & David AdelmanNancy & Bill AmbroseLori & Larry BakerJanice M. BealJanet & Charles H. BettsValinda & Ken BilbreyEdgar H. BittleMargo & Don BlumenthalB.J.* & Bruce BoyleHelen & Bill C. BrantleyDon BrazeltonSunnie Richer & Roger BrooksGloria & Bob BurnettMarilyn & Russ CarlsonSandra & Dean CarlsonJoyce & Rick ChapmanJames A. ChevalierJerry ChicoineAbby & Jeff ChungathFrances & Monroe* ColstonRoxanne & Jim ConlinColleen & Corey ConradJulie & Michael CoppolaJune E. CorneliusAnn Cownie*Mary & Peter CowniePatty & Jim CownieSloan CownieKathy & Eric CrowellJerome Kennett CubbageSue & Craig DamosTeresa & Johnny DanosKristi & Jeff DavickCharles W. DaySharon & Robert* DeeRichard L. Deming, M.D.Carole Villeneuve & Douglas B. Dorner, M.D.Sheila & Tim Drevyanko, M.D.Marian & Don* EasterCharles C. Edwards, Jr.Dr. Jean Noel Eucher & Ralph C. EucherNora & Dave EverettTheresa Wahlig, M.D. & Mark FeldmannLois & Louis FingermanMonica & Gordon FischerAllison Wilson FlemingAnn Wallace* & Robert J.* FlemingCharise & Rory Flynn

Katy & Ryan Flynn Cheri & Derek FoldenLinda & Dennis FoldenBonnie & Randy ForburgerMell & Michael FrazierJohnnie & Bill Friedman, Jr.Barbara & Michael GartnerMichelle & Mike GartnerAlison & Jake GaskellSara & Jon GaskellAnn & John Ghrist, M.D.Rodie & Tom GibsonLisa & Tom GodlaskyWilliam N. GoodwinMary GottschalkSally & Tom GrafBarbara & John* GrahamLynn & Steve GravesBarbara & Roger GrefeSheryl & Kevin GrimmMichele & Barry GriswellDennis GroenenboomZelda* & John R.* GrubbPeg Armstrong-Gustafson & Gregg GustafsonJanet & Chuck HaasKathy & Randy HamiltonTom HamiltonJulie & Brian HartHugh HawkinsThe Hawley FamilySusan & Jason HellicksonCarmen & Brian HerbelKim & Heath HinkhouseBarbara & Jon HrabeCharlotte & Fred HubbellDebbie & Michael HubbellEllen & Jim Hubbell, IIIHelen & James* Hubbell, Jr.Rusty H. HubbellJanet Griffin & Jeff HunterG. David HurdJulie & Jay JacobiRichard O. JacobsonKerri & Daniel JohannsenLori & Bruce JohnsonTamara & Brent Johnson Amber & Matt JufferLori & Sam KalainovMary A. & John F. KeckDavid & Lola Kenworthy

2013 LifeTown Legacy® Society Members


Joan* & Gary KirkeSusan & Bill KnappKristi & Lauren KnousLinda & Tom KoehnNancy & Bill KrauseSharon S. & Kyle J. KrauseDavid Kruidenier*Cathy & Steve LacyCharlene & Don LambertiThe Lauridsen FamilyElizabeth C. & Robert A. Lee, M.D.Sarah LettowMyrt LevinMaddie Levitt*Peggy & Chris LittlefieldMary & Brian LohseCheryl & Gregory LongNancy & Dennis LowmanKaye & Richard LozierPatricia & James E. LuhrsHelen* & Kenneth* MacDonaldHarriet S. & J. Locke* MacomberHap* & Robert MaddoxMary & L. Keith Madison, M.D.Ellen Maytag Madsen*Joan E. & Robert E.* MannheimerMarcia Warning Martin & Terry MartinVirgil A. MaxwellMaxine & John McCawMargaret K.* & Harold L. McCollumDeb & Rick McConnellBeth & Mike McCoyMatthew W. McCoyHeather & Matthew McDermottFrances C. McEvoy*Kerry C. McGrathJeanie & Gary McPhailBrooke & John MickelsonJulie MickelsonDorothy J. MillerJoan & David L. MillerSue Zieman-Miro & Walter MiroShelly Burkhart & Frank MokosakKay MyersMary O’Keefe & Jeff NallEllen & Bruce NelsonJeanne & Ronald NesbitMary Lou & Gerry Neugent

Patricia & Richard* NoyceShelley & James NoyceDenise & Adam ObrechtAdeline Ogilvie-Hertz*Cleojean & Dick OlsonJill & Mark OmanLuanne S. O’SheaLynsey L. OsterH.S. Ostlin*June L. Owens, J.D.Kim & Carlton PetersonRose Lee & Marvin* PomerantzMary & Brian PorterWatson Powell, Jr.*Camille & Edward PowerDonna L. Paulsen & Thomas E. PressDr. Mary & Suku RadiaLinda Railsback, M.D.Traci & Scott RaridonBrenda & Jeff RasmussenLynette & Kurt RasmussenJudith C. ReelCynthia & Jack RehmP. Brooks ReynoldsKim & Terry RichKay & Robert G. Riley, Jr.Verna Ritchie*Michelle & Patrick RoundsCindy & Allen SabbagVal & Doug SaltsgaverChristine & Rob SandBetty & Jerry* SchillerJohni Hays & Dave SchlindweinMaddie & Don SchoenJodie & David SchwartzKimberly & Craig ShadurAshley & Mike ShaferDeval & Yogesh Shah, M.D.Kathleen P. & James P. SimmonsMichael SimonsonErin E. SmithNicky Mendenhall & Wendell C. SpeersKitty & Tom StonerElizabeth H.* & Joe* StrasserMargaret B.* & Don C.* SwansonKathy & Jerry ThompsonDotty & Stan ThurstonPatsy Tobis

Angela Dethlefs-Trettin & Matthew TrettinThomas UrbanRose Marie & Mike VasquezCarol & Ed* VavraFran & Dan VenterSarah & Zac VossStacy & John VratsinasAndrea WassonKarla Jones-Weber & Martie WeberEmily & Fred WeitzLinda & Steve WeitzRuth Wijkman*Connie Wimer & Frank FogartyJerry L. WitmerLinda & Michael WitteSusan A. & C. Arthur WittmackPam & Bill WobbekingAnne* & Kent Zimmerman* Indicates deceased members


BETTER TOGETHER FuNDS

Visionary philanthropists with broad charitable interests are making sure their gifts last forever by establishing funds that benefit the Better Together Fund. These flexible dollars provide the Community Foundation’s Board of Directors with the ability to respond to emerging community needs through its grantmaking programs.

Community Foundation of Greater Des Moines Better Together Endow Iowa FundCommunity Foundation of Greater Des Moines Better Together FundRoger K. Brooks Leadership EndowmentColston FundPatty & Jim Cownie Leadership EndowmentRichard L. Deming, M.D. Leadership EndowmentFleming Family Fund in Memory of James W. WallaceGolden Circle FundJohn & Barbara Graham FundMichele & Barry Griswell Leadership EndowmentJohn R. & Zelda Grubb FundCharlotte & Fred Hubbell Leadership EndowmentHelen & James Hubbell, Jr. Unrestricted FundSharon & Kyle Krause Leadership EndowmentMadelyn Levitt Leadership EndowmentMadelyn Levitt Unrestricted FundHap & Robert Maddox FundEllen Maytag Madsen FundJill & Mark Oman Leadership EndowmentH.S. Ostlin FundMarvin Pomerantz FundSages Over 70 FundStrasser Charitable EndowmentStrasser Charitable Trust FundThomas Urban FundEmily & Fred Weitz Leadership EndowmentRuth Wijkman Fund

DONOR ADvISED AND FAMILY FOuNDATION FuNDS

Donor Advised Funds and Family Foundation Funds are flexible and convenient, allowing donors to support a variety of causes through their funds anytime they choose. These funds offer a simple, powerful and highly personal approach to giving.

Anonymous (10)Gregory E. Abel EndowmentDavid & Elizabeth Adelman Endowment

Kip & Debbie Albertson Charitable FundNancy & Bill Ambrose Family FundArmstrong Gustafson Charitable FundLarry & Lori Baker Endow Iowa FundLori & Larry Baker Family FundBartlett Family Foundation FundBelin McCormick FundChristine & Clark Bening FundBilbrey Family Charitable FundMyron & Jacqueline Blank I FundMyron & Jacqueline Blank II FundMargo & Don Blumenthal Charitable FundBetsy & Bryan Boesen Charitable FundBruce & B.J. Boyle FundBradley Family Charitable FundBradley Family Endow Iowa FundHelen & Bill Brantley FundJames Brantley FundR & B Brenton Foundation FundJanet L. Brick Memorial Fund for Lung Cancer SolutionsBrooks-Richer Endow Iowa FundRoger Brooks-Saulene Richer FundRobert A. & Gloria Burnett FundJudith Bussard Cancer Memorial FundJoyce & Rick Chapman FundCharling Family Charitable FundChevalier Family Charitable FundChevalier Family EndowmentChungath Family EndowmentChungath Family FundChristine & Brendan Comito FundConlin Family Iowa Charitable Giving FundRoxanne & James Conlin FundConstantine Charitable Family FundGraham Cook & Catherine Bennett Charitable FundRobert C. Cook Fund for Salvadoran Family DignityJulie & Michael Coppola Family Charitable FundJulie & Michael Coppola Family Endow Iowa FundMary & Peter Cownie Charitable FundPatty & Jim Cownie Charitable FundPatty & Jim Cownie Permanent EndowmentSue & Craig Damos Family EndowmentDanos Family Endow Iowa FundDanos Family FundDavick Family EndowmentDavick Family FundCharles W. Day Charitable FundCharles W. Day Endow Iowa FundDee Family FundDelta Dental of Iowa FundCultivating Compassion: The Richard Deming Foundation FundRichard L. Deming, M.D. Charitable Foundation FundRichard L. Deming, M.D. EndowmentKeith & Eileen Denner Loving Wings Foundation FundChantry DeVries Foundation Fund

Douglas B. Dorner, M.D. & Carole Villeneuve FundDonald & Janice Doudna Charitable FundSheila & Tim Drevyanko FundCec & Rusty Dunn Memorial Music FundEaster Family FundMarian & Don Easter FundAdah Lillian Edmunds FundCharlie Edwards FundEquitable Life of Iowa FundDave & Nora Everett Charitable FundMark Feldmann & Theresa Wahlig, M.D. EndowmentGordon & Monica Fischer FundPeggy A. Fisher Family Foundation FundAllison & Jim Fleming FundFleming Family Charitable FundFolden Family Charitable FundDennis & Linda Folden Endow Iowa FundRandy & Bonnie Forburger FundFrazier Family EndowmentFrazier Family FundJo Ann L. Friedman FundWilliam & Eleanor Friedman FundTim & Julie Fuller Charitable FundGarner Youth FundGartner Family FundMichelle & Mike Gartner Family FundJon & Ruth Gaskell EndowmentDiane Q. & Waldo F. Geiger Charitable FundAnn & John Ghrist FundGoodwin Family EndowmentTom & Sally Graf Charitable FundTom & Sally Graf EndowmentBarbara & Roger Grefe Endow Iowa FundJanet Griffin & Jeff Hunter FundKevin & Sheryl Grimm EndowmentBarry & Michele Griswell Charitable FundJohn & Abigail Griswell Charitable FundMichael Griswell Charitable FundDennis Groenenboom Charitable FundHaas Family FundJordan Harms Charitable FundKR Harrington FundHart Family FundHugh Hawkins Charitable FundCara & Kurt Heiden Charitable FundHellickson Family Endowed FundDavid & Cynthia Hickman Charitable FundHeath & Kim Hinkhouse FundHoffman Family FundHolmes Murphy Charitable FundHolmes Murphy Permanent EndowmentHook’s Harvest FundHorak Family Charitable FundDaniel & Joan Houston Charitable Fund IIHrabe Family FundHrabe Family Permanent EndowmentBarbara Hrabe FundEllen & Jim Hubbell Charitable FundF & C Hubbell Family Charitable FundHelen & James Hubbell, Jr. Family Fund

Funds


James & Helen Hubbell/Harriet Houx Hubbell Charitable FundJames & Helen Hubbell/Michael & Deborah Hubbell Charitable FundTamara & David Hubler Charitable FundG. David Hurd FundPhyllis & Joe E. Hutchinson Family EndowmentIn His Name FundIowa Business Growth EndowmentJay & Julie Jacobi Family FundJay & Julie Jacobi Family Fund IIRichard O. Jacobson Charitable FundRichard O. Jacobson FundThe Jane Fund in Memory of Jane Jansen DeVolderBev & Brad Jensen Family FundJ.L.J. Family FundJohannsen Family FundBruce & Lori Johnson Foundation FundScott Johnson & Julia Lawler Charitable FundScott Johnson & Julia Lawler Endow Iowa FundArthur & Julia Jones Charitable FundMatt & Amber Juffer Family Charitable FundHarvey & Mary Kadlec Charitable FundLori & Sam Kalainov FundKCM FundEd & Sue Kenny Charitable FundDave & Lola Kenworthy Family Foundation FundDavid & Lola Kenworthy Endow Iowa Family Foundation FundLisa & John Kenworthy Family Foundation FundGerald M. & Joan B. Kirke FundWilliam C. Knapp EndowmentMary & Steve Knutson Family FundLinda & Tom Koehn Endow Iowa FundThomas & Linda Koehn Family FundKevin & Mary Krause Family Charitable FundKyle & Sharon Krause FundKum & Go Charitable FundLacy Family FundBob & Nancy Landess Charitable FundLauridsen Family EndowmentLauridsen Sand Family FundRobert A. & Elizabeth C. Lee Foundation FundMadelyn Levitt FundThe Littlefield Family Charitable FundBill & Karla Lowe Family FundNancy & Dennis Lowman Family Charitable EndowmentKaye & Richard Lozier Charitable FundLuhrs Family FundKenneth P. & Helen I. MacDonald Memorial FundMary & Keith Madison Charitable FundCraig & Michelle Mahoney Charitable FundMannheimer Family Foundation Fund

Terry Martin & Marcia Warning Martin Family FundVirgil A. Maxwell Family FundTom & Lorraine May Family Charitable FundJames C. McCarl Charitable FundMcCollum Waveland Tennis Complex FundMcConnell Family FundMcCoy Family FundMCG FundGary & Jeanie McPhail EndowmentMendenhall Speers Charitable FundNicola J. Mendenhall & Wendell C. Speers FundE.T. & Katherine Meredith FundDavid & Loree Miles FundTodd Millang FundMiller Family FundRobert J. & Mary K. Miller FundWilbur C. Miller Family FundMinor Family Foundation FundMiro Family FundFrank Mokosak & Shelly Burkhart Family Charitable FundMosqueda Family Foundation FundStephen G. Moyer FundMyers Family FundLinda & Chris Nelson Charitable Trust FundNesbit-Campbell Family FundGerard & Mary Louise Neugent FundM.L. & G. Neugent EndowmentRichard & Patricia Noyce FundShelley L. & James W. Noyce Endow Iowa FundShelley L. & James W. Noyce FundObrecht Family FundJosie & Jim O’Halloran FundO’Keefe-Nall Charitable FundO’Keefe-Nall EndowmentRichard & Cleojean Olson Family Charitable FundRichard & Cleojean Olson Family EndowmentJill & Mark Oman Iowa Foundation FundLynsey L. Oster EndowmentTimothy & Angela Otten Family FundCharles & Karen Palmer FundJohn & Shari Paule Family Charitable FundJohn & Shari Paule Family EndowmentArdis Peterson-Carlton Peterson FundArdis Peterson-Georgianne Schreiber FundMatthew & Irene Pillsbury Charitable FundBrian & Mary Porter Charitable Family FundCamille & J. Edward Power EndowmentCamille & J. Edward Power FundPress Family EndowmentKevin & Kathi Prien Charitable FundRadia Family FundLinda Railsback, M.D. FundRaridon Family FundRasmussen Foundation FundRasmussen Group EndowmentRay Family FundJudith C. Reel Fund

Reichardt Family FundRich Family FundRiley Family EndowmentRiley Family FundJoe & Sarah Riley Family FundRinderknecht Family FundSteve & Pam Robins Family EndowmentBill & Jackie Romp Family FundRoots to Wings FundFrank J. Ross Memorial FundRuan Family Foundation FundMark A. Rupprecht Family Charitable FundRyTon FundSabbag Family EndowmentSally Jane FundDoug & Val Saltsgaver Charitable FundErnest & Florence Sargent Family Foundation FundPaul & Claudia Schickler Endow Iowa FundPaul & Claudia Schickler Family FundHarriet G. Schoeller Charitable FundSchoen Family Charitable FundSchwartz Family Foundation FundSehgal Family FundStanley & Mary Seidler FundJim & Joyce Shaffer FundShaff-Jayne Charitable FundShaff-Jayne Endow Iowa FundShah Family Charitable FundE.K. & Nancy Shaw Family Foundation FundKathleen & James Simmons Charitable FundKathleen & James Simmons Family Foundation FundLuke Altmix Simmons Charitable Giving FundSimonson Charitable FundBernard L. Spaeth FundLarry P. Stelter Family Foundation FundStorey Kenworthy/Workspace Charitable FundStudebaker Scholarship EndowmentTheresa Swalwell Miracle of Music (MOM) FundRichard Swanson & Mathilde Brown Swanson Charitable FundEdna & Jimmy Talbott FundKathy & Jerry Thompson Charitable FundThurston Family Charitable FundTLG Foundation FundWayne & Priscilla Van Heuvelen FundVan Meter Industrial FundVasquez Catholic Education EndowmentVavra Charitable FundVenter Family EndowmentStanley & Virginia Ver Ploeg FundVratsinas Foundation FundWendy & Lou Waugaman FundSteven & Kimberly Weber Family EndowmentWheeler Family Fund


Steve & Michele Whitty Charitable FundRuth Wallace Wijkman FundBob & Gladys Wilkins Charitable FundWilkinson Family Fund for Education & DemocracyConnie Wimer FundWitmer Family FundLinda & Michael Witte Family FundWittmack Charitable FundDon & Karen Young FundYouth Development Fund

COMMITTEE ADvISED AND CORPORATE FuNDS

Committee Advised and Corporate Funds are established by groups who wish to make grants to the charities of their choice. The committee collectively identifies the causes it will support.

BWA Foundation FundByways of Iowa Foundation FundCentral Campus Foundation FundCommunity Foundation of Greater Des Moines Leadership Circle FundContributors Breakfast Club EndowmentContributors Breakfast Club FundBruce Crooks Memorial EndowmentDes Moines Capitals Hockey Club FundGolden K Kiwanis Special Projects FundIowa Commercial Real Estate Association Endowed Scholarship FundKreg Charitable FundLiberty FundMaddie’s Circle Committee Advised Fund IMaddie’s Circle Committee Advised Fund IIThe Power of We Charitable FundRemember the Heroes Foundation FundStorey Kenworthy Endow Iowa FundThomas N. Urban & Mary B. Urban Fund

DESIGNATED FuNDS

Designated Funds are established by a donor to benefit a specific organization and maintain assets that help ensure the sustainability of the organization. Distribution of investment income to the chosen organization is made on an annual basis, creating a stable income stream.

Anonymous (1)Angel’s Touch Foundation FundMyron & Jacqueline Blank Sculpture FundBoys & Girls Clubs of Central Iowa Endow Iowa FundBroadlawns Medical Center Foundation Endow Iowa Fund

Brooks Richer United Way Permanent Endowed FundCamp Fire USA Capital Improvements Endow Iowa FundCamp Fire USA-Miss Suz Campership Endow Iowa FundCarlisle Library Foundation FundDean & Sandra Carlson United Way EndowmentRussell & Marilyn Carlson EndowmentCentral College Endow Iowa Fund (Pella, Iowa)Central Iowa Funders Forum FundCentral Iowa Shelter & Services Capital FundCharacter Counts In Iowa Permanent Endowed FundChildren & Families of Iowa Endow Iowa FundChildren & Family Urban Ministries EndowmentChrist the King’s Guardian Angel FundClub Chris FundCommunity in Schools Operating FundDesMoinesArts, Inc. FundDes Moines Art Center EndowmentDes Moines Community Playhouse-John Viars EndowmentDes Moines Performing Arts Endow Iowa FundDes Moines Police Department High-Risk Youth FundDes Moines Public Library FundDes Moines Public Schools Foundation Endow Iowa FundDes Moines Symphony FundDisability Mentoring Day Iowa FundDowling Catholic Pathways for Success EndowmentThe Dut Jok Youth Foundation FundEmpowering Children of Incarcerated Parents FundEvelyn K. Davis Center for Working Families FundEvelyn K. Davis Park FundEyerly Ball Endow Iowa FundFALL 4 Learning FundHenry Gregor Felsen Memorial FundFingerman Family Foundation FundFleming Family Foundation United Way FundForest Avenue Library EndowmentForest Avenue Library Mid-City Vision Brick FundFort Des Moines Museum FundJohnnie Friedman Prize EndowmentGrand View University Endow Iowa FundGrandview Park Baptist School - Townsend Industries Employees EndowmentGreenwood Park Rose Garden Permanent Endowment

Grimes Public Library FundMichele I. & J. Barry Griswell United Way FundHarkin Institute of Public Policy at Iowa State University FundHeart of Iowa FundHinder Club Youth Handball FundHire Our Heroes FundHoly Family Permanent Endowed FundHubbell Family Greenwood Library FundHubbell Family/Hubbell School Library FundIowa Area Development Group Community Foundation EndowmentIowa Business & Training Center FundIowa Drug Court Foundation FundIowa Immigration Education Coalition FundIowa Immunization Coalition FundIowa Microenterprise Assistance Project FundIowa Natural Heritage Foundation FundIowa Shakespeare Experience Festival FundThe Jane Foundation FundDeeann Johnson Memorial Scholarship FundJohn & Mary Keck United Way EndowmentJohn & Mary Keck YMCA Camp EndowmentJohn & Mary Keck YMCA Camp Partner With Youth FundTony Lamberti Fund for Faith-Based Prison AftercareLatino Forum FundMaddie Levitt Des Moines Art Center Permanent Endowed FundJ. Locke & Harriet S. Macomber Funds Des Moines Symphony Association Endowment Drake University Law School Endowment United Way of Central Iowa Endowment YMCA Heritage Club EndowmentFrances McEvoy/Youth Homes of Mid-America EndowmentMid-Iowa SART FundMinnie Miller Educational FundLarry & Kay Myers Interfaith & Intercultural Ambassador Initiative FundSister Stella Neill Rent Relief FundPatricia & Richard Noyce Endow Iowa FundLogan Oglesbee Memorial FundR.E.A.C.H. Scholarship FundRebuilding Together Project FundJack & Cynthia Rehm United Way FundBev Rens Scholarship FundRobert D. Ray Asian Gardens Endow Iowa FundRobert D. Ray Asian Gardens Fund

Funds


Roosevelt High School Foundation General EndowmentSchiller Family FundRaymond Schumann FundScience Center of Iowa Endow Iowa FundCraig & Kimberly Shadur FundLoretta Sieman Charitable FundSimpson College Endow Iowa FundTeacher Tools 4 Tomorrow FundTerrace Hill Society Foundation Endow Iowa FundTiger Teamwork Foundation FundVavra & Dluhos Waukee Public Library FundVavra Family Charitable EndowmentVavra Family Charitable Endowment IIVavra Family Charitable Endowment IIIVavra Family Charitable Endowment IVThe Wallace Centers of Iowa Endow Iowa FundWeitz Family Fund for the benefit of Hoyt Sherman Place FoundationMartha A. Willits FundConnie Wimer Designated Fund

LEGACY FuNDS

Donors establish Legacy Funds to receive their planned gifts and personally communicate how their charitable contributions will forever benefit their favorite charities.

Janice M. Beal Charitable FundBoal Family FundEric & Kathy Crowell Family Foundation FundAllison Fleming FundTom & Sally Graf Legacy FundTom Hamilton Charitable FundHays-Schlindwein FundJones-Weber Legacy FundJack & Myrt Levin Family FundKim & Carlton Peterson Family FundDavid Schlindwein FundPatsy Tobis Family EndowmentDirk & Shirley Van Zante Scholarship FundFred & Emily Weitz Permanent EndowmentKent & Anne Zimmerman Social Capital Fund

AGENCY FuNDS

An Agency Fund is established by a local nonprofit organization to serve as the endowment that supports its future operations. The Community Foundation holds and invests the endowment assets, providing responsible and professional fund management. Distributions from the fund are granted back to the agency to be used at the discretion of its governing board.

Abraham Lincoln High School Alumni Foundation FundAnawim Housing Rent Relief FundAnimal Lifeline Endow Iowa FundARL Endow Iowa FundBeacon of Life EndowmentBlank Park Zoo Endowment Endow Iowa FundBlank Park Zoo Endowment FundBlessman Ministries Charitable FundBob Feller Field of Dreams Legacy FundThe Bock Family Foundation FundBonobo Hope Development FundBonobo Hope EndowmentBoys & Girls Clubs of Central Iowa EndowmentBravo Greater Des Moines Endow Iowa FundBroadlawns Medical Center Foundation FundCalvin Community Foundation EndowmentCamp Courageous Endow Iowa FundCamp Courageous EndowmentCamp Fire USA Capital Improvements EndowmentCamp Fire USA-Miss Suz Campership EndowmentCamp Hertko Hollow EndowmentCatholic Foundation of Southwest Iowa Endow Iowa FundCentral Iowa Shelter & Services Endow Iowa FundCentral Iowa Shelter & Services EndowmentChildren & Families of Iowa EndowmentChildren’s Cancer Connection Endow Iowa FundChildren’s Cancer Connection FundChildServe Great Life EndowmentComfort Care & Family Support Endow Iowa FundCreative Visions Endow Iowa FundDelta Dental of Iowa Foundation Fund Des Moines Area Association of Realtors Foundation FundDes Moines Area Religious Council Endow Iowa FundDes Moines Area Religious Council Endowment

Des Moines Community Playhouse Funds Des Moines Community Playhouse- Bookey Education Intern Fund Des Moines Community Playhouse- Joanne & Milt Brown Artistic Excellence Fund Des Moines Community Playhouse Fund Des Moines Community Playhouse-Kate Goldman Education Fund Des Moines Community Playhouse-Liska Miller Scholarship for Continuing Education FundDes Moines Golf & Country Club Education Foundation EndowmentDes Moines Metro Opera Endow Iowa FundDes Moines Pastoral Counseling Center FundDes Moines Performing Arts Education FundDes Moines Performing Arts EndowmentDes Moines Social Club Endow Iowa FundDes Moines Triathlon Club Foundation FundEyerly Ball Community Health Services FundFirst Assembly of God Church Des Moines, Iowa FundFreestore Charitable FundGateway Dance Theatre Foundation FundGreat Outdoors EndowmentGreater Des Moines Botanical Garden Funds Endow Iowa Fund for the benefit of the Greater Des Moines Botanical Garden Greater Des Moines Botanical Garden Endowment Greater Des Moines Botanical Garden Fund Greater Des Moines Botanical Garden Strieby Fund Greater Des Moines Botanical Garden Swartz FundGreater Des Moines Leadership Institute Foundation FundGustafson & Byers Development FundHabitat for Humanity, Des Moines FundHawthorn Hill Endow Iowa FundHeartland Resource Conservation & Development (RC & D) FundHispanic Educational Resources EndowmentHoly Family Inner-City Youth FundHope Iowa EndowmentHope Ministries’ Endow Iowa FundHospice of Central Iowa Foundation FundHoyt Sherman Place Conservation FundHoyt Sherman Place FundHubbell Family Foundation FundIADG Community Foundation FundIFAA FundIFAA Rainy Day FundIFAA Rastetter Scholarship Fund


IJAG Endow Iowa FundIJAG Expansion FundINGOAux Endow Iowa FundINGOAux FundInstitute for Character Development EndowmentIowa Coalition Against Domestic Violence EndowmentIowa Foster & Adoptive Parents Association FundIowa Foundation for Justice Endow Iowa FundIowa Foundation for Justice EndowmentIowa Home School FundIowa Insurance & Financial Services Education Foundation FundIowa Insurance Hall of Fame Scholarship EndowmentIowa Library Association Foundation FundIowa Newspaper Foundation Endow Iowa FundIowa Newspaper Foundation FundIowa Public Health Association FundIowa Public Radio FundIowa Public Television Foundation FundIowa Religious Media Services (IRMS) Endow Iowa FundIowa Religious Media Services (IRMS) FundIowa State Fair Blue Ribbon Foundation Endow Iowa FundIRIS EndowmentJohn R. Grubb YMCA EndowmentJohnston Community School Foundation EndowmentJoppa FundJunior Achievement of Central Iowa Endow Iowa FundJunior Achievement of Central Iowa EndowmentJunior League of Des Moines EndowmentKeep Iowa Beautiful Permanent EndowmentLink Foundation FundLutheran Church of the Cross EndowmentLutheran Services in Iowa (LSI) FundLutheran Church of Hope Foundation Endow Iowa FundLutheran Church of Hope Foundation FundKathy McFarlin Endowment for Iowa CCI Staff DevelopmentMosaic EndowmentThe Nature Conservancy FundNorth High Alumni Foundation Endow Iowa FundNorth High Dollars for Scholars FundOakridge Neighborhood Services FundOn With Life EndowmentOn With Life Fund

Orchard Place Funds James Evans & Helen Anderson Cooney Family Endowment for Orchard Place Orchard Place Aliber Fund Orchard Place Child Guidance Center Fund Orchard Place Education Fund Orchard Place Endow Iowa Fund Orchard Place Endow Iowa Sexual Abuse Survivors Fund Orchard Place Fund Helen Westfall Endowment Fund for Orchard PlacePerry Public Library Foundation Endow Iowa FundPerry Public Library Foundation FundPlymouth Nursery School FundPractical Farmers of Iowa Endow Iowa FundPractical Farmers of Iowa EndowmentPrevent Child Abuse Iowa EndowmentRotary Club of Des Moines Foundation Endow Iowa FundRotary Club of Des Moines Foundation FundSacred Heart EndowmentSt. Mark EndowmentSt. Mark Lutheran Endowment (est. 2010)United Way of Central Iowa Endow Iowa FundUnited Way of Central Iowa EndowmentUrbandale Public Library EndowmentVariety-Jackie Blank EndowmentVariety-The Children’s Charity EndowmentThe Wallace Centers of Iowa EndowmentWaterbury Neighborhood Foundation FundWaukee Community School Foundation FundWaukee Public Library Foundation EndowmentWest Des Moines Community School Foundation FundWiese Foundation FundWildwood Hills Ranch EndowmentWindsor Heights Foundation EndowmentYMCA Downtown Capital Campaign FundYMCA of Greater Des Moines Endow Iowa FundYoung Women’s Resource Center Marilyn Jeffries Scholarship FundYouth Emergency Services & Shelter of Iowa Endow Iowa FundYouth Emergency Services & Shelter of Iowa Foundation FundYouth Homes of Mid-America Foundation Endow Iowa FundYouth Homes of Mid-America Foundation Endowment

FIELD OF INTEREST FuNDS

Field of Interest Funds connect donors with their passions and specific areas of need in the community. Education, the arts, the environment and disadvantaged youth and families are a few areas donors can support through these funds. The CommunityFoundation awards grants to community organizations and programs that are making a difference in the areas selected.

The Andrew Giving FundArts & Culture Technical Assistance FundKimberly S. Avenarius Ovarian Cancer Memorial FundThe Hawley FundHubbell Family Human Service Challenge FundMaddie’s Circle FundNeumann Brothers Charitable Foundation FundAdeline Ogilvie-Hertz FundOperation Santa Claus FundPioneer Hi-Bred Youth Development FundPolk County Medical Society Alliance FundWatson Powell, Jr. FundDana Ramundt Insurance Education Foundation Fund

COMMuNITY BETTERMENT FuNDS

Community Betterment Funds are established to support projects that improve quality of life in the community, yet are not affiliated with a specific nonprofit organization. The Community Foundation works in a management and/or fiscal role to assist in project coordination.

Community Conversations-Civility Series FundCommunity Connect: Mentors Inspiring Success FundConnecting Kids & Culture FundDes Moines Regional Skatepark FundDes Moines Urban Beautification FundGray’s Lake Park & Meredith Trail FundINBA Monument FundJohn & Mary Pappajohn Sculpture Park FundMeredith Neighbors Sculptural Sign FundClare & Miles Mills Rose Garden FundNeighborhood Community Betterment FundNollen Plaza FundPrincipal/City of Des Moines Riverwalk FundRestoration Ingersoll Fund

Funds


SCHOLARSHIP FuNDS

Donors may establish Scholarship Funds to benefit students of a particular school, geographic region, educational discipline, gender or other designation.

Bell-Pullen Arts & Culture Scholarship FundBranstad-Reynolds Scholarship FundLarry W. Carter Scholarship FundMoyer Debate Scholarship FundRoosevelt High School John Hansell Memorial Scholarship FundRoosevelt High School Kirkpatrick Physics Scholarship FundFrank J. Ross Memorial Scholarship FundCristine Swanson Wilson Memorial Scholarship FundMary E. Wood Scholarship Fund

SEED FuNDS

Seed Funds allow donors to build their funds to $10,000 over a 10-year period with an initial contribution of $1,000 and a minimum annual contribution of $600. Once $10,000 is accumulated, donors can start supporting the causes they care about most. An administrative fee is not charged until the fund grows to $10,000.

Dethlefs/Trettin Family FundKaty & Ryan Flynn Charitable FundRC Flynn Foundation FundTammy & Brian Gentry Family FundJohni Hays & David Schlindwein Charitable FundHerbel Family Charitable FundSheila & Eric Kinman EndowmentLauren & Kristi Knous Charitable FundMatthew McCoy Charitable FundMatthew & Heather McDermott Family EndowmentMeals from the Heartland Endow Iowa FundJohn & Brooke Mickelson Family Charitable FundJulie Mickelson Charitable FundEllen & Bruce Nelson Charitable FundJune Owens Charitable FundP. Brooks Reynolds Charitable FundAshley & Mike Shafer Charitable EndowmentString Thing FundKris & Stacia Swanson Family Charitable FundSarah & Zac Voss Endowment

CHARITABLE GIFT ANNuITIES

A charitable gift annuity is a simple contract between a donor and the Community Foundation by which a portion of the amount transferred to the Community Foundation establishes a fund to benefit a charity of the donor’s choice and the remainder is returned to a designated recipient as scheduled income payments.

Anonymous (2)June Cornelius FundJerome Cubbage Charitable Gift Annuity FundTom Flack Charitable FundHrabe Charitable Gift Annuity FundClayle, Milva, Maxhn, and Janine McCaw Scholarship FundMaxine Mae Gambs McCaw Music Scholarship FundRichard Riley CGA FundVerna Ritchie Fund to benefit Planned Parenthood of Greater IowaWest CGA Fund

ADMINISTRATIvE FuNDS

Administrative Funds support the success of the Community Foundation by providing funding for the Community Foundation to carry out its mission to improve quality of life.

Community Foundation Endow Iowa Finkbine Mansion Facility FundCommunity Foundation Endow Iowa Operating FundCommunity Foundation Finkbine Mansion Facility FundCommunity Foundation Operating FundJohnny Danos Professional Development Fund

SuPPORTING ORGANIzATIONS

A supporting organization is operated by the Community Foundation. The purpose of these supporting organizations is to allow the Community Foundation to receive gifts of privately held stock and property and to serve as the host charity for The Principal Charity Classic®.

GDMCF Charitable TrustGDMCF Charity Golf Classic, LLCGDMCF Properties, LLC

ACCOuNTING SERvICES FOR NONPROFITS

The Community Foundation provides professional accounting and administrative services for organizations ready to spend more time fulfilling their missions and less time on financial administration. Nonprofit Accounting Services clients establish funds to hold their operating dollars, and the Community Foundation processes all gifts and disbursements, records all accounting transactions and provides monthly financial reports.

Above & Beyond Cancer Operating FundBoys & Girls Clubs of Central Iowa Operating FundBravo Greater Des Moines Operating Fund Catholic Foundation of Southwest Iowa Operating FundCommunities in Schools Operating FundDes Moines Social Club Operating FundFree Clinics of Iowa Operating FundGreater Des Moines Public Art Foundation Operating FundHawthorn Hill Operating FundIowa Chronic Care Consortium Operating FundIowa Home Ownership Education Project (IHOEP) Operating FundISED Ventures Operating FundJoppa Outreach Operating FundMid-Iowa Health Foundation Operating FundPrevent Child Abuse Iowa Operating FundRiver Front Development Authority Operating FundSafeguard Iowa Partnership Operating FundStageWest Theater Company Operating Fund


AffiliAte funds

Affiliate Funds are established for the support of a variety of charitable purposes and organizations within a specific community or county. A local advisory board is appointed within each affiliate community and/or county, which has grantmaking and fundraising responsibility for that area.

Empowering Adair County FoundationEmpowering Adair County Foundation EndowmentEmpowering Adair County Foundation Operating FundEmpowering Adair County Foundation Passthrough FundKelly Laughery Adair County 4-H Service Scholarship Endow Iowa FundNodaway Valley Endow Iowa Educational Foundation FundJerry & Sandra (Denker) Urfer Fund

Altoona Community FoundationAltoona Community Foundation EndowmentAltoona Community Foundation Passthrough FundAnonymous (1)Altoona Campus Robert & Sharon Townsend Endowment

Boone County Community EndowmentBoone County EndowmentBoone County Passthrough FundBeckwith Boone County Community Services EndowmentF. William Beckwith DMACC (Boone) Scholarship FundF. William Beckwith Search & Rescue FundBoone County Community Endowment Operating FundBoone County Fair EndowmentBoone County Historical Society EndowmentBoone First United Methodist Church EndowmentFoundation for the Boone Area Humane Society EndowmentFoundation for the Boone Area Humane Society FundRotary Endowment for Entrepreneurship Development in Iowa FundSacred Heart School Endowment

Buena Vista County Community FoundationBuena Vista County Community Foundation Endowment

Buena Vista County Community Foundation Passthrough FundHanover Historical Society Foundation FundJewel Lodge Scholarship FundSpooner Family Fund

Calhoun County Community FoundationCalhoun County Community Foundation EndowmentCalhoun County Community Foundation Passthrough FundConnie Betts Mills Memorial Scholarship FundSouthern Cal School Foundation Endow Iowa FundSt. Paul Evangelical Lutheran Endowment

Greater Carlisle Community FoundationGreater Carlisle Community Foundation EndowmentEmpowering Carlisle Community Schools Foundation EndowmentScotch Ridge Center Bridge FundScotch Ridge Nature Park & Trail Fund

Cherokee County Legacy FoundationCherokee County Legacy Foundation EndowmentCherokee County Legacy Foundation Passthrough Fund

Clarinda FoundationClarinda Foundation Fund

Clive Community FoundationClive Community Foundation EndowmentClive Community Foundation Passthrough FundClive Festival Community Facilities Capital Campaign Fund

Dallas County FoundationDallas County Foundation EndowmentDallas County Foundation Operating FundDallas County Foundation Passthrough Fund

Davis County FoundationDavis County Community Foundation EndowmentDavis County Community Foundation Passthrough FundJohn Edward & Frances Amstutz Fund

Greene County Community FoundationGreene County Community Foundation EndowmentGreene County Community Foundation Endowment IIGreene County Community Foundation Passthrough Fund

Greene County IMAP FundAndrew Family Charitable FundBell Tower Foundation Endow Iowa FundBell Tower Foundation EndowmentGreene County 4-H FundGreene County Historical Society Endow Iowa FundJefferson Telephone Company Charitable FundThomas Jefferson Gardens of Greene County Fund

Guthrie County Community FoundationGuthrie County Community Foundation EndowmentGuthrie County Community Foundation Operating FundGuthrie County Community Foundation Passthrough Fund

Enhance Hamilton County Community FoundationEnhance Hamilton County Foundation EndowmentEnhance Hamilton County Foundation Operating FundEnhance Hamilton County Foundation Passthrough FundBrian & Nancy Holt Charitable FundMary Jo & Marvin D. Johnson Family Charitable FundMike & Carol Peterson Family Charitable FundSouth Hamilton Schools-Endow Iowa FundWahrenbrock-Vavroch Family Scholarship FundMax & Carloyn Whitlock Instrumental Music Education Fund

Hancock County FoundationHancock County Foundation EndowmentHancock County Foundation Operating FundHancock County Foundation Passthrough FundHancock County Nonprofit Betterment FundFell Family FundHancock County Health System Foundation EndowmentSt. Paul Evangelical Lutheran Church Foundation, Inc. FundTesene Family FundZrostlik Family Fund

Hardin County Community Endowment FoundationHardin County Community Endowment Foundation FundHardin County Community Endowment Foundation Operating Endowment

Funds


Hardin County Community Endowment Foundation Operating FundHardin County Community Endowment Foundation Passthrough FundHardin County Community Endowment Foundation Unrestricted EndowmentHardin County Arts & Culture EndowmentHardin County IMAP FundBarlow Memorial Library EndowmentLloyd L. & Jo Bates Endowed FundTodd & Jennifer Bicknese Family FundBig Green EndowmentCamp Quaker Heights EndowmentCampbell Supply Company Scholarship FundDr. Grace O. Doane Alden Public Library EndowmentEldora Area Community Foundation EndowmentEldora-New Providence Community School District Foundation FundEldora-New Providence Community School Foundation EndowmentEldora Public Library EndowmentEllsworth Municipal Hospital Foundation EndowmentFriends of Calkins Nature Area EndowmentCharlie & Carol Gilbert Family FundGreenbelt Humane Society EndowmentLaura & Mark Hamilton Endowed Scholarship FundHardin County Recreational Trails EndowmentWilliam J. Harris & Judith M. Harris Scholarship FundGrace Hibner American Legion Scholarship EndowmentHubbard Public Library EndowmentIowa Falls American Legion Veterans’ Memorial EndowmentIowa Falls Firefighters EndowmentIowa Falls First United Methodist Church EndowmentJanice Kramer Steamboat Rock Veterans Monument EndowmentHunter Krause Scholarship FundKruse Family Scholarship FundLeadership Iowa Falls Experience (LIFE) EndowmentNew Providence Cemetery Association EndowmentNew Providence Community EndowmentNissly & Nissly Foundation FundQuakerdale EndowmentDale Rankin Memorial Scholarship FundRenewal Community FundScenic City Empress Boat Club EndowmentSteamboat Rock Cemetery Association Improvement EndowmentSteamboat Rock Historical Society Endowment

Union Cemetery of Union, Iowa EndowmentUnion Community Church Foundation EndowmentUnion Public Library Foundation EndowmentDaniel Harris Voge Fine Arts Scholarship FundMerle “Rocky” & Christie Weaver Endowed Scholarship FundDuWayne & Nancy Wessels Family Fund

Enhance Henry County Community FoundationEnhance Henry County Foundation EndowmentEnhance Henry County Community Foundation Operating FundEnhance Henry County Foundation Passthrough Fund

Humboldt County Community FoundationHumboldt County Community Foundation EndowmentHumboldt County Community Foundation Passthrough FundHumboldt County Historical Association Endow Iowa FundHumboldt County Historical Association EndowmentJohn E. & Geraldine M. Miller Humanitarian Fund

Jasper Community FoundationJasper Community Foundation EndowmentJasper Community Foundation Passthrough Fund

Greater Jefferson County FoundationGreater Jefferson County Foundation EndowmentGreater Jefferson County Foundation Passthrough Fund

Keokuk County Community Endowment FoundationKeokuk County Community Endowment Foundation FundKeokuk County Community Endowment Foundation Passthrough Fund

Greater Madison County Community FoundationGreater Madison County Community Foundation EndowmentGreater Madison County Community Foundation Operating FundGreater Madison County Community Foundation Passthrough FundMadison County Women’s Giving Circle Fund

Madrid Community FoundationMadrid Community EndowmentCharles C. Helms & Mary E. Helms Family Endowment

Mahaska County Community FoundationMahaska County Community Foundation EndowmentMahaska County Community Foundation Passthrough FundCaldwell Park Education Endow Iowa FundCaldwell Park FundCrisis Intervention Services Endow Iowa FundR.C. Groenenboom Charitable Fund

Marion County Community FoundationMarion County Community Foundation EndowmentMarion County Community Foundation Passthrough FundKnoxville Dollars for Scholars Endow Iowa FundKnoxville Heritage Community Foundation Endow Iowa FundKnoxville Heritage Community Foundation FundKnoxville Hospital & Clinics Foundation EndowmentKnoxville Library EndowmentNational Sprint Car Hall of Fame & Museum Endow Iowa Fund

Foundation for the Enhancement of Mitchell CountyFoundation for the Enhancement of Mitchell County EndowmentFoundation for the Enhancement of Mitchell County Endowment IIFoundation for the Enhancement of Mitchell County Passthrough FundMitchell County IMAP FundCedar River Complex Foundation EndowmentCedar River Complex Foundation FundFox River EndowmentFox River Socks that Care Foundation FundHalvorson Family Community EndowmentMitchell County Economic Development Commission EndowmentSaints Legacy EndowmentSaints Legacy FundSt. Ansgar Angel FundSt. Ansgar Booster Club Facilities FundSt. Ansgar Sons of the American Legion Community Fund


Monroe County Iowa Community FoundationMonroe County EndowmentMonroe County Passthrough Fund

Okoboji FoundationOkoboji Foundation Endow Iowa FundOkoboji Foundation EndowmentOkoboji Foundation Operations EndowmentOkoboji Foundation Operations & Projects FundOkoboji Foundation Arts & Culture FundOkoboji Foundation Lake Quality & Environment FundOkoboji Foundation Life Insurance FundOkoboji Foundation Nonprofit Betterment FundOkoboji Foundation Outdoor Experiences & Recreation FundBank Midwest Community Giving FundBank Midwest EndowmentBedell Family YMCA FundCamp Foster/YMCA FundDickinson County Endowment Fund Endow Iowa FundDickinson County Endowment Fund Passthrough FundFriends of Lakeside Lab Endow Iowa FundFriends of Lakeside Lab EndowmentGoodenow Family FundGoodenow Pearson Lakes Art Center Endow Iowa FundEric & Kelly Hoien Family Foundation FundIowa Lakes Corridor Entrepreneurial Development Endow Iowa FundBrent & Tamara Johnson Family Charitable FundLakes Regional Healthcare Foundation Endow Iowa FundLakes Regional Healthcare Foundation FundMini-Wakan Shelter & Gull Point Lodge Endow Iowa FundMini-Wakan Shelter & Gull Point Lodge EndowmentThe Park Foundation FundPearson Lakes Art Center EndowmentYMCA of the Okobojis Endow Iowa FundYMCA of the Okobojis Kinship Endow Iowa Fund

Community Foundation of Osceola CountyCommunity Foundation of Osceola County EndowmentCommunity Foundation of Osceola County Passthrough Fund

Community Foundation of Greater Plymouth CountyCommunity Foundation of Greater Plymouth County EndowmentCommunity Foundation of Greater Plymouth County Passthrough FundMerrill Community Endow Iowa FundPlymouth County 4-H Foundation Fund

Pocahontas County FoundationPocahontas County Foundation EndowmentPocahontas County Foundation Operating FundPocahontas County Foundation Passthrough Fund

Polk City Community FoundationPolk City Community Foundation Endow Iowa FundPolk City Community Foundation Passthrough FundNorth Polk School Foundation FundPolk City Library Fund

Sac County Endowment FoundationSac County Endowment Foundation FundSac County Endowment Foundation Passthrough FundAuburn Community Foundation FundEast Sac County Schools Scholarship FundFoundation for the Enhancement of Sac City EndowmentOdebolt Arthur Education Foundation Endow Iowa Fund

Story County Community FoundationStory County Community Foundation EndowmentStory County Community Foundation Operations EndowmentStory County Community Foundation Grants Passthrough FundStory County Community Foundation Operations Passthrough FundStory County Community Foundation State EndowmentStory County Economic Development FundAnonymous (3)ACCESS EndowmentACTORS EndowmentAmes Christian School Endowment

Ames Education Foundation Band EndowmentAmes Education Foundation EndowmentAmes Foundation EndowmentAmes Historical Society EndowmentAmes Morning Rotary Endow Iowa FundAmes Morning Rotary EndowmentAmes Public Library Collection EndowmentAmes Public Library Friends Foundation EndowmentAmes Public Library Friends Foundation Project FundThe Arc of Story County-Supporting Individuals With Disabilities FundPatricia & Louis Banitt FundBethany Manor Chaplaincy EndowmentMary Ann & Jim Black Family FundCenter for Creative Justice Agency FundCenter for Creative Justice EndowmentCentral Iowa RSVP EndowmentCitizens Restoring Education Central to American Greatness EndowmentCollegiate Presbyterian Church Building EndowmentCollegiate Presbyterian Church General FundCollegiate Presbyterian Church Program FundCollegiate Presbyterian Church University Ministry FundCreative Artist’s Studio of Ames EndowmentCyclone Country Aktion Club EndowmentDancenter Dancer Company Foundation FundRanda & Doyle Drake Family FundEmergency Residence Project EndowmentFriendship Ark Homes EndowmentSidonia & Charles Goetz Ames Historical Society EndowmentMarcia & Dean Handsaker Family FundHeartland Senior Services Building FundHeartland Senior Services Endow Iowa FundWilma H. & Kermit L. Helland Nevada Senior Community Center EndowmentErb & Marge Hunziker FundMike & Patsy Jensen Family EndowmentJohn & Jane FundThe Jons Family FundBetty & Dennis Keeney Family FundKiwanis Club of Ames Agency FundKiwanis Club of Ames Foundation EndowmentKuhl Family FundLeadership Ames EndowmentMary Greeley Medical Center Foundation Diabetes & Nutrition Education Center Fund

Funds


Mary Greeley Medical Center Foundation Endow Iowa FundMemorial Lutheran Church & Student Center EndowmentNevada Community Historical Society EndowmentNevada Public Library EndowmentNurturing Iowa FundOctagon Brown FundOctagon Endow Iowa FundOctagon General Restricted FundOctagon Huff FundOctagon Stone FundParulekar Family FundThe Payer Family Scholarship EndowmentRaising-Readers EndowmentRiverside Lutheran Bible Camp EndowmentKen Rose EndowmentRotary Club of Ames Centennial FundShierholz Family FundPhyllis & Cecil Stewart Family FundStory County 4-H Foundation Endow Iowa FundStory County Conservation EndowmentStory County Medical Center Foundation EndowmentTradix FundUnited Way of Story County Agency FundUnited Way of Story County Endow Iowa FundUnited Way of Story County-Frankee Oleson Women with Initiative EndowmentDan & Peg Uthe Family FundBrian & Laura West Empowerment FundBrian & Laura West Family Seed FundThe Doug Williams Leadership Scholarship EndowmentYouth & Shelter Services Foundation Endow Iowa FundYSS of Boone & Story County Crisis Intervention & Counseling Endowment

Taylor County Endowment FoundationTaylor County Endowment Foundation FundTaylor County Endowment Foundation Passthrough FundNew Market Permanent Endowment

Endow UrbandaleEndow Urbandale FundJ-Hawks Booster Club Frerichs Scholarship FundUrbandale Caring Corp EndowmentUrbandale Dollars for Scholars EndowmentUrbandale Education Foundation Endow Iowa FundUrbandale Education Foundation Fund

Urbandale Education Foundation Newsom Scholarship FundUrbandale Education Foundation Scholarship Fund

Warren County Philanthropic PartnershipWarren County Philanthropic Partnership EndowmentWarren County Philanthropic Partnership Operating FundWarren County Philanthropic Partnership Passthrough Fund

West Des Moines Community Enrichment Foundation EndowmentWest Des Moines Community Enrichment Foundation EndowmentWest Des Moines Community Enrichment Foundation Passthrough Fund

Wright County Charitable FoundationWright County Charitable Foundation EndowmentWright County Charitable Foundation Operating FundWright County Charitable Foundation Passthrough FundDuane D. Asbe Charitable EndowmentSteve & Jeri Been Family FundClarion Public Library EndowmentHagie Manufacturing Company Charitable EndowmentAlan & Lisa Hagie Family Charitable FundStewart E. Iverson, Jr. Charitable FundPeterson Charitable EndowmentRowan Public Library EndowmentJack D. & Barbara A. Stoakes Charitable FundPhyllis & Ken Stoakes Charitable EndowmentJim & Karen Weld Family FundWright County Fair Foundation Endow Iowa FundWright Medical Foundation Endow Iowa Fund


2012 CONTRIBuTORS TO THE FINKBINE MANSION FACILITY FuND

The Finkbine Mansion Facility Fund responds to current and future needs of the Finkbine Mansion. The Finkbine Mansion has been home to the Community Foundation since 2000.

Aviva Charitable FoundationMargo & Don BlumenthalGloria & Bob BurnettSuzie Glazer Burt & Gregory BurtCasey’s General StoresKarin & Charles C. Edwards, Jr.Equitable Life of Iowa FundTammy Westhoff Gentry & Brian GentryGuideOne Insurance Foundation, Inc.Cara K. & Kurt A. HeidenCharlotte & Fred HubbellTeree Caldwell-Johnson & Vernon JohnsonSusan & Bill KnappKrause Family Foundation FundCathy & Steve LacyKaye & Richard LozierLoree & David MilesMary O’Keefe & Jeff NallLinda & Christopher E. Nelson, Ph.D.Jill & Mark OmanMary & Suku RadiaDebbie & Doug ReichardtKay & Bob RileyJanis & John Ruan IIIMark RupprechtPeggy Fisher & Larry StelterDotty & Stan ThurstonMary & Thomas N. UrbanWest BankRichard Willis

2012 CONTRIBuTORS TOADMINISTRATIvE FuNDS

Administrative Funds include the Community Foundation Operating Funds and Johnny Danos Professional Development Fund.

Anonymous (1)Claude W. & Dolly Ahrens Foundation, Inc.Arthur J. Gallagher Risk Management Services, Inc.Belin McCormick, P.C.Blue Compass InteractiveSally BoeckholtJessica & Brenton M. BrownGloria & Bob BurnettCarney Law Firm Glenda & Lyle CarpenterBetsy CarrollCornerstone Government Affairs, David AdelmanEric CowlingTeresa & Johnny DanosBrooke & Wade A. Den HartogDes Moines Area Community CollegeDes Moines Business RecordKarin & Charles C. Edwards, Jr.Ernst & YoungNora & Dave EverettAllison & James FlemingGenerations Wealth ManagementLori GilroyGrefe Capital Management of Raymond James & Associates, Inc.Michele & Barry GriswellHansen Company, Inc. Cara K. & Kurt A. HeidenCharlene & H. Lynn HorakCharlotte & Fred HubbellSusan & Ted M. HutchisonIowa Council of FoundationsIowa Outdoor ProductsTeree Caldwell-Johnson & Vernon Johnson

Sheila & Eric KinmanKristi & Lauren KnousKaye & Richard LozierMeredith Corporation FoundationMidlands Choice, Inc.Mr. BMary O’Keefe & Jeff NallNCMIC FoundationTimothy Otten Family Margaret Stuart & Alfredo ParrishPerformance Management Group, LLCPigott, Inc.Donna L. Paulsen & Thomas E. PressPrincipal Financial Group Foundation, Inc.Kay & Bob RileyJanis & John Ruan IIIMark RupprechtSean SovacoolPeggy Fisher & Larry StelterKris Pete-Swanson & Stacia SwansonJohnne SyversonTechnology by DesignTerrus Real Estate GroupTPG CompaniesU.S. Bancorp FoundationMary & Thomas N. UrbanNan & Dan ValentineVisionPoint Advisory GroupWeathertop FoundationKarla Jones-Weber & Martie WeberEmily & Fred WeitzWest Wind Logistics, LLCJonathan H. Zarley

Friends of the Community Foundation


2012 IN-KIND CONTRIBuTORS

Crème Cupcake + DessertDes Moines Business RecordDes Moines Performing ArtsGoogleJohni HaysLITE 104.1Steve Pattee, Pattee DesignThe Principal Financial Group Wells Fargo Private Bank

2012 CONTRIBuTORS TO THE BETTER TOGETHER FuND

The Better Together Fund allows the Community Foundation to respond to critical community needs as well as emerging opportunities.

Baker Electric, Inc.Jean Creighton BellBusiness PublicationsJudy Porter & Dr. Gary CromerTeresa & Johnny DanosDoris EbyNora & Dave EverettAllison & James FlemingBarbara Hurd Memorial FundINGSheila & Eric KinmanKaye & Richard LozierPatricia & James E. LuhrsJoan MannheimerMeredith Corporation FoundationLoree & David MilesRamsey Family Charitable FoundationThe Seidler FoundationPeggy Fisher & Larry StelterVavra Charitable Fund & EndowmentsBrad Weber

“We choose to give through the Community Foundation’s Better Together Fund because when our donations are pooled with others, we can have greater impact both now and in the future. The Community Foundation is engaged with charitable organizations and knows about the most pressing needs in the community. It’s the best place to sort through the myriad of giving opportunities and place dollars where they will have the most benefit for the community.” Peggy Fisher and Larry Stelter


2013 Staff Community Foundation of Greater Des Moines

J. Barry GriswellChief Executive OfficerPhone (515) 883-2626

Anna NaleanCommunity Investment & Marketing Assistant Phone (515) [email protected]

Angela Dethlefs-TrettinDirector of Community Investment & InitiativesPhone (515) [email protected]

Jessica BrownDirector of Marketing & Communications Phone (515) 447-4201 [email protected]

Karla Jones-WeberCFO & Vice President of Finance & Administration Phone (515) [email protected]

Kelly Carstens AccountantPhone (515) [email protected]

Kristi KnousPresidentPhone (515) [email protected]

Sheila KinmanVice President of AdvancementPhone (515) [email protected]

Kris Pete-SwansonControllerPhone (515) 447-4200 [email protected]

ExECuTIvE

COMMuNITY INvESTMENT

FINANCE

MARKETING

ADvANCEMENT


Wade A. Den HartogDirector of Affiliates & Charitable PartnersPhone (515) [email protected]

Kathy MatthewsExecutive Assistant Phone (515) 447-4206 [email protected]

Eric NihartBookkeeper Phone (515) [email protected]

Sally BoeckholtAccounting Associate Phone (515) 244-0015 [email protected]

Barb HobsonReceptionist Phone (515) [email protected]

Jennifer StitzAccountant Phone (515) [email protected]

Kaye LozierDirector of Donor RelationsPhone (515) [email protected]

ADMINISTRATION


ExECuTIvE COMMITTEE

Cara K. Heiden, Executive ChairRichard L. Deming, M.D.J. Barry GriswellH. Lynn HorakFred S. HubbellKristi KnousKyle J. KrauseMary O’KeefeSuku RadiaFred Weitz

ADvANCEMENT COMMITTEE

Kyle J. Krause, Advancement ChairPeg Armstrong-GustafsonJohnny DanosRichard L. Deming, M.D.J. Barry GriswellCara K. Heiden Kristi Knous Christopher E. Nelson, Ph.D.Doug ReichardtConnie Wimer*

AuDIT COMMITTEE

Johnny Danos, Audit ChairTeri Button*J. Barry GriswellCara K. Heiden Kristi KnousRobert Smith*

FINANCE COMMITTEE

H. Lynn Horak, Finance ChairFrederick V. BuieNora EverettJulie Fuller*J. Barry GriswellCara K. Heiden Kristi KnousMark Rupprecht

GOvERNANCE & NOMINATING COMMITTEE

Suku Radia, Governance & Nominating ChairMargo BlumenthalJim CownieJ. Barry GriswellCara K. Heiden Kristi KnousDoug ReichardtMark Rupprecht

GRANTMAKING COMMITTEE

Fred S. Hubbell, Grantmaking ChairTeree Caldwell-JohnsonRichard L. Deming, M.D.Dave Discher*Charles C. Edwards, Jr.Peggy FisherAllison Fleming*N. Brian GentryMichelle Gowdy*J. Barry GriswellCara K. Heiden Kristi Knous Linda Koehn**Suzanne Mineck*Alfredo ParrishDonna Paulsen*Alejandro H. PiedrasJanis RuanThomas N. UrbanMaureen Wolf*

INvESTMENT COMMITTEE

Fred Weitz, Investment ChairPeg Armstrong-GustafsonRoger K. BrooksJohnny DanosMike Finnegan*Mary Gottschalk*Roger Grefe*J. Barry GriswellBrian Hart*Paul Hayes*Cara K. Heiden Kristi KnousMark Oman

MARKETING COMMITTEE

Mary O’Keefe, Marketing ChairMargo BlumenthalRobert Burnett*Suzie Glazer BurtSandy Hatfield ClubbDiana Deibler*J. Barry GriswellCara K. Heiden Kristi Knous James E. Luhrs**Loree MilesSusan Ramsey*Robert G. Riley, Jr.Erin E. Smith*Larry Stelter*Tiffany Tauscheck*

CONSuLTANTS

Belin McCormick, P.C.Wayne Reames & Steven ZumbachGeneral Counsel

Beving, Swanson & Forrest, P.C. Attorneys at LawJohni HaysGift Planning Counsel

Jacobsen & Company, LLPDavid Jacobsen, CPAInternal Audit Services

McGladrey & Pullen, LLPSusan L. Davis, CPA Audit Services

Mercer Hammond Milton P. Wilkins, Jr.Investment Consultant

RSM McGladrey, Inc.Kay Hegarty, CPA Tax Services

2013 Committees and Consultants

* Indicates Non-Board Member **Indicates Board Member Emeritus


PROFESSIONAL ADvISORS COuNCIL Bruce Campbell, Attorney at LawDavis Brown Law Firm

Chris Cook, CPA, CFAGilbert & Cook, Inc.

Steven C. Despotovich, JD, CLU, ChFC, CFP® Wilson, Deege, Dollar, Despotovich & Riemenschneider

Julie A. Fuller, CFP®, CPAGenerations Wealth Management, LLC

Randy Hamilton, CPA, PFS, ChFCHamilton Juffer & Associates, LLP

Bud Hockenberg, Attorney at LawCoppola, McConville, Coppola, Hockenberg & Scalise, P.C.

Matt Juffer, JD, CPA, CFP®

Hamilton Juffer & Associates, LLP

Kent Kramer, CFP®

Foster Group, Inc.

Jim Langeness, Attorney at LawDuncan, Green, Brown & Langeness, P.C.

Michelle Mahoney, CFP®

Generations Wealth Management, LLC

B.V. (Bill) Northup, Senior Vice President, Regional Fiduciary ManagerWells Fargo Private Bank

Adam B. Obrecht, CFP®

AO Wealth Advisory

Lyle Simpson, Attorney at LawSimpson, Jensen, Abels, Fischer & Bouslog, P.C.

Johnne Syverson, CFP®, AEP®, CAP®, Certified Heritage PlannerSyverson Strege & Company

Margaret Van Houten, Attorney at LawDavis Brown Law Firm

* Indicates Non-Board Member **Indicates Board Member Emeritus

“The Community Foundation simplifies the process for my clients to leave a legacy with their giving. The clients decide which charities they want to support and the Community Foundation does the rest, from fund administration to investment services. Serving on the Professional Advisors Council at the Community Foundation allows me to share these benefits and connect others to this important work.”

Lyle Simpson Professional Advisors Council Member Attorney at LawSimpson, Jensen, Abels, Fischer & Bouslog, P.C.


2013 Board of Directors Community Foundation of Greater Des Moines

Cara K. HeidenChairWells Fargo & Co., Retired

Richard L. Deming, M.D. Vice ChairMercy Cancer Center

Fred WeitzSecretary & TreasurerEssex Meadows, Inc.

J. Barry GriswellChief Executive OfficerCommunity Foundation

Kristi KnousPresident Community Foundation

Peg Armstrong-GustafsonCommunity Philanthropist

Margo BlumenthalCommunity Philanthropist

Roger K. BrooksAmerUs Group, Retired

Frederick V. BuieKeystone Electrical Manufacturing Co.

Suzie Glazer BurtCommunity Philanthropist

Teree Caldwell-JohnsonOakridge Neighborhood Services

Sandy Hatfield ClubbDrake University

Emeritus

Charles H. Betts

William Friedman, Jr.

G. David Hurd

Ted M. Hutchison

William Knapp

Linda Koehn

Donald F. Lamberti

James E. Luhrs

J. Edward Power


Jim CownieJSC Properties, Inc.

Johnny DanosLWBJ Financial

Charles C. Edwards, Jr.Drake University

Nora EverettThe Principal Financial Group

Peggy FisherThe Stelter Company

N. Brian GentryWells Fargo Bank, N.A.

H. Lynn HorakWells Fargo Bank, N.A., Retired

Fred S. HubbellING Group, Retired

Kyle J. KrauseKum & Go, L.C.

Steve LacyMeredith Corporation

Loree Miles Miles Development, LLC

Christopher E. Nelson, Ph.D.Kemin Industries, Inc.

Mary O’Keefe The Principal Financial Group

Mark OmanWells Fargo & Co., Retired

Alfredo ParrishParrish Kruidenier Dunn Boles Gribble Parrish Gentry & Fisher LLP

Alejandro H. PiedrasGrand View University

Suku RadiaBankers Trust

Doug ReichardtHolmes Murphy & Associates, Retired

Robert G. Riley, Jr. Feed Energy Company

Janis Ruan Community Philanthropist

Mark RupprechtR&R Realty Group

Thomas N. UrbanPioneer Hi-Bred International, Retired


STATEMENT OF FINANCIAL POSITION

ASSETS 12/31/12 12/31/11

Assets in Money Market Portfolio 28,856,652 19,237,014 Assets in Other Portfolios & Investments 38,909,667 20,496,952 Assets in Long-Term Growth Portfolio 154,506,727 139,277,602 Pledges & Accounts Receivable 2,131,930 3,393,182 Prepaid Expenses 366,551 310,164 Land, Building, Contents 766,768 768,301

Total Assets 225,538,295 183,483,215 LIABILITIES AND NET ASSETS Accounts, Grants, & Annuities Payable 762,612 358,781 Deferred Event Revenue 63,930 409,080 Agency Endowments* 66,305,692 48,934,829 Unrestricted Net Assets* 158,406,061 133,780,525

Total Liabilities and Net Assets 225,538,295 183,483,215

STATEMENT OF ACTIvITIES SuPPORT AND REvENuE FY 2012 FY 2011 Contributions* 37,707,482 21,087,358 Investment Income* 13,773,508 2,213,359 Other Revenue 135,568 287,354 Special Event Revenue 5,325,253 4,956,197

Total Support and Revenue 56,941,811 28,544,268 ExPENSES Grants* 24,938,372 24,072,308 Management, General & Facilities 2,116,361 1,646,969 Depreciation/Amortization 22,042 22,241 Special Event Expense 5,239,500 4,871,735

Total Expenses 32,316,275 30,613,253 uNRESTRICTED NET ASSETS Increase 24,625,536 (2,068,985) Beginning of Year 133,780,525 135,849,510

End of Year 158,406,061 133,780,525

* Agency endowments represent funds of the Community Foundation established by a not-for-profit organization, which are required to be reflected as a liability under accounting guidance for agency transactions (or “amounts held for others under agency transactions”). For financial reporting purposes, distributions from agency funds in the amount of $2,250,336 are not included in grants, contributions to agency funds in the amount of $13,747,961 are not included in contributions, and investment income of agency funds in the amount of $6,064,678 is not included in investment income.

These financial statements are unaudited. Independent Auditor’s Reports and copies of IRS Form 990 are available on the Community Foundation website and at the Community Foundation office. 2011 is reflective of final audited financial information.

Financials


COMMUNITY FOUNDATION INVESTMENT PORTFOLIOS

The Community Foundation offers a variety of investment options designed to meet a range of philanthropic goals and time horizons. Each of our investment portfolios is carefully constructed and diversified across global investment opportunities to maximize return and minimize volatility. Our size provides access to world-class investment managers and alternative investment strategies only available to large institutional investors.

The Long-Term Growth Portfolio seeks maximum growth and controlled risk through a diversified portfolio of global stocks,bonds and alternative investment strategies.

25% 12% 8% 12% 11% -30% 22% 14% .7% 12.6%

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012

The Indexed Growth Portfolio seeks maximum growth primarilythrough indexed funds resulting in lower active management risk.

-4.2% 10.8% 2011 2012

The Defensive Growth Portfolio is designed for growth at a more moderate level of risk.

-.5% 11.9% 2011 2012

LONG-TERM

GROWTH PORTFOLIO

INDExED

GROWTH PORTFOLIO

DEFENSIvE

GROWTH PORTFOLIO

Equities Alternatives Fixed Income

20

30

5060

35

5

70

30


Confirmed in Compliance with

National Standards

for U.S. Community Foundations

1915 Grand AvenueDes Moines, Iowa 50309ph. 515.883.2626fx. 515.309.0704

www.desmoinesfoundation.org

Community Foundation of Greater Des Moines 2013 Annual Report

Documents

Transcript of Community Foundation of Greater Des Moines 2013 Annual Report