Better Together. 2014 Report to the Community
2014 Report to the Community Table of Contents 2 Letter from the President 4 Partners in Giving 6 Better Together 8 Vision Accomplished 10 Transformational Change 12 Connections that Count 14 Community Leadership 16 Wildly Successful 18 4-H Forever 20 Community Partners 22 The Gift of Sharing 24 Better Forever 26 Ripple of Good 28 Community Impact Now and Forever 30 LifeTown Legacy速 Society Members 32 Funds 42 Friends of the Community Foundation 44 Community Foundation Staff 46 Committees and Consultants 48 Board of Directors 50 Financials
The Community Foundation of Greater Des Moines improves 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.
Dear Community Foundation Friends, 2013 was a banner year thanks to the generosity of Iowans using the Community Foundation as their charitable giving resource, and we look forward to continuing this success for years to come. In my 12 years serving the Community Foundation, it has been a privilege to watch this organization grow, in terms of both asset size and in community impact. We now administer over 1,200 charitable funds and it is an honor for our team to share the joy of giving with the individuals, families, nonprofit organizations and corporations we work with through those funds. Statewide we are seeing strong support of charitable investment as we celebrate the 10th anniversary of the Endow Iowa Tax Credit program. This innovative legislation encourages the support of local charitable organizations through a generous tax credit available for gifts made to endowed funds held at community foundations across Iowa. In 2013 we saw $6 million in Endow Iowa tax credits awarded. Even more impressive, since its inception, the Endow Iowa Tax Credit program has leveraged more than $120 million in permanent endowments for Iowa charities. This unique partnership between the Iowa legislature and the community foundation network in Iowa is benefiting the missions of nonprofits across our state FOREVER. Locally, we are thrilled to celebrate with Greater Des Moines in the continual receipt of national awards and accolades recognizing the exemplary opportunities available in the place we are proud to call home. At the Community Foundation we know strong communities start with a strong foundation. Investment of charitable assets through the Community Foundation to meet current and future community needs and opportunities strengthens our community, improving quality of life for all. Thank you for your support. You are making our communities and state stronger for generations to come. We look forward to continuing our work together throughout 2014 – we are truly better together.
Kristi Knous President
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Strong Communities Start with a Strong Foundation.
Community Investment. Through strategic Leadership Grants the Community Foundation plays a key role in providing significant funding leadership to projects that strengthen Greater Des Moines by proactively responding to needs and opportunities. Leadership Grants are funded through contributions to the Better Together Fund, a fund providing an opportunity for all who love Greater Des Moines to make an investment in our community’s most important projects for generations to come. The Community Foundation’s investment of more than $480,000 in Leadership Grants in 2013 funded: • Establishment of the Bernie & Berniece Baker Club, creating a direct feeder pattern and start-up middle school programming for the Boys and Girls Clubs. • Des Moines “I Have a Dream” Foundation’s development of a new model of education intervention to ensure more kids have the necessary tools to graduate from high school prepared for post-secondary education. • Development of the Iowa Homeless Youth Center’s new Lighthouse Transitional Living Program facilities to provide stable housing for young homeless mothers. • Expansion of Des Moines Public School’s use of AmeriCorps members in tutoring, mentoring and service learning programs to improve at-risk students’ outcomes. • Solidarity Microfinance through Iowa Community Capital to provide financial training, micro- enterprise loans and business planning/technical assistance for low-income women starting their own business. • Youth Emergency Services & Shelter of Iowa’s Emergency Shelter expansion to provide the additional space and services necessary to meet the needs of children in crisis. • Child & Family Policy Center’s Urban Core Community Development Coordinators and their work to engage residents in urban core neighborhoods to strengthen community. • Renovation of the Des Moines Area Religious Council’s administrative offices and expansion of the Food Pantry Network providing the capacity necessary to offer service to families in need, with reduced expense. In addition, the Community Foundation provides Capacity Building Grants to support nonprofits in strengthening their boards and governance, strategically planning for the future a nd streamlining operations. Capacity Building Grants were awarded to 28 nonprofit organizations in 2013, totaling more than $69,000 in support.
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Partners in Giving. Photo: Jake Boyd
A Community Foundation Leadership Grant helps young families get a strong start. Iowa Homeless Youth Center’s Lighthouse Transitional Living Program provides a safe home for pregnant or parenting young mothers and their children in Des Moines. Many of these women have not benefited from positive adult influences in their life, and a number report abuse as a reality of their past. Lighthouse provides a new opportunity for its residents by offering not only housing, but guidance and programming in education, employment, living skills, community engagement and safe housing. This programming is designed to assist the women in discovering their abilities and pursuing their dreams. The Community Foundation was proud to award Iowa Homeless Youth Centers with a Leadership Grant in 2013 to support the purchase and renovation of a new facility, allowing them to serve more families in exciting new ways. The new facility consists of two to three bedroom duplex living units to better prepare the women and their families for realistic living situations after transitioning from Lighthouse. Lighthouse represents one of eight Leadership Grants awarded in 2013 in support of community needs. Funding for Community Foundation Leadership Grants is made possible by gifts to the Better Together Fund. Because community needs are ever-changing, the Community Foundation uses charitable contributions to the Better Together Fund in response to the most pressing community needs.
“The Leadership Grant provided by the Community Foundation was instrumental in securing additional funding for the Lighthouse Transitional Facility’s new home. The new facility accommodates more families and allows us to develop customized plans to meet the goals of the moms we serve.” — Toby O’Berry Director, Iowa Homeless Youth Centers Des Moines
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Better Together.
What began as a dream has become reality thanks to support from the Community Foundation. When Des Moines Social Club executive director Zachary Mannheimer moved to Des Moines he saw an opportunity to add to the city’s cultural landscape, and the Community Foundation was there to help. What started as an idea is now a vision fulfilled as the Des Moines Social Club moves to its new home in the remodeled Des Moines Firehouse No. 1. The Social Club provides a collaborative environment that intends to change the face of the arts in the community. From a variety of art galleries and theater spaces, to dance classes and a recording studio, the Social Club offers something for everyone. According to Social Club chief operating officer Cyndi Pederson, “We wouldn’t be where we are today without the Community Foundation. The financial support provided by the Leadership Circle and through Leadership Grant funding made this project possible. More importantly, funding from the Community Foundation was a valuable seal of approval that gave others faith in the project.”
“The talent, professionalism and overall encouragement I have received at the Community Foundation is unmatched not only in Des Moines, but in every other community I have lived.” — Zachary Mannheimer Executive Director, Des Moines Social Club
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Vision Accomplished.
A Community Foundation Capacity Building Grant connected Harbor of Hope with professional technical assistance and the outcome is changing lives. Every organization has its challenges, but through Community Foundation Capacity Building Grants support is available. Capacity Building Grants support nonprofits in strengthening their boards and governance, strategically planning for the future and streamlining operations. “The Capacity Building Grant awarded to us by the Community Foundation provided the financial support necessary to work with a consultant and develop a plan for strengthening our organization,” says Harbor of Hope executive director Tom Pontow. Harbor of Hope is a residential addiction recovery center, providing a positive and structured program to its clients allowing them to transform and reconstruct their lives. During a time of administrative transition, the organization applied for and received a Capacity Building Grant from the Community Foundation. The grant provided the funding neccessary to work with Sam Carrell of Carrell Strategies. Through their work together, Carrell and Harbor of Hope are creating a strong foundation from which opportunities for growth and expansion of services can be developed. From board development to operation manuals, a structure is being put in place that works for the organization and allows Harbor of Hope to effectively fulfill its mission.
“Thanks to the work funded by the Community Foundation Capacity Building Grant, the best part of this story is yet to be written. Harbor of Hope is building the foundation for the future.”
— Sam Carrell
Carrell Strategies
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Transformational Change.
Community Connect was developed to provide a framework around mentoring, but the relationships which have developed break the mold. When developing Capital Crossroads, a vision plan for Iowa’s capital region, organizers knew the continued success of the region was contingent upon cultivating the next generation of community leaders. “In developing Capital Crossroads we heard time and time again of the unique opportunity available in Des Moines to contact a community leader and meet for coffee and conversation. We knew we had to leverage this community asset and develop programming around it,” says Greater Des Moines Partnership president Gene Meyer. The Community Foundation responded to this community need by creating Community Connect: Mentors Inspiring Success, a mentoring program connecting participants with our community’s more experienced leaders. In its first year Community Connect exceeded expectations with impact evident in the relationships built and connections made. Participant Kelly Sparks summarizes her experience in this way, “Community Connect made me realize how fortunate I am to live in Des Moines. In just a few months, I developed relationships with mentors and mentees that have expanded my network and enriched my life.”
“Community Connect is one of the best things happening in Des Moines. The relationships I created through Community Connect will help me become a better professional and community member. This group of current and future leaders is unstoppable.” — Adam Kaduce Community Connect Participant
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Connections that Count.
Community Leadership and Capacity Building. For more than 40 years, the Community Foundation has worked closely with donors, local leaders and hundreds of nonprofit organizations to address important issues and needs. We are proud to provide the following programs and services for our community, donors and nonprofit organizations. Nonprofit Endowment Building & Administration of Charitable Assets The Community Foundation works with nonprofit organizations to establish endowments and invest endowment assets, while providing responsible fund management. This enables nonprofit organizations to grow charitable assets for sustained support. BoardLaunch Trainings Strong nonprofit organizations must have effective and engaged board members. The Community Foundation BoardLaunch training series enhances the management and leadership skills of local nonprofit boards by providing technical governance and leadership development. Charitable Investment Partners The Charitable Investment Partners program recognizes the important relationships between donors and their trusted professional advisors. Donors can establish funds at the Community Foundation, while their assets are invested and managed by their preferred professional advisors. Community Betterment Fund Administration The Community Foundation works in a management and/or fiscal role to assist in coordination of projects that improve quality of life in our community, yet are not affiliated with a specific nonprofit organization. Expert financial management is provided and allows donors the tax benefits they desire. Community Convening The Community Foundation plays a unique role in the community as an organization able to convene necessary parties around community issues, opportunities and resources. As a neutral convener we can help identify and address issues quickly, or pull our community leaders together to take advantage of unique opportunities. Nonprofit Accounting Services 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.
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Community Leadership.
The Blank Park Zoo is bringing the world to Des Moines with support from the Community Foundation. Recent expansion of the Blank Park Zoo has made it possible for visitors to see animals from across the world, all in the same day. These experiences are thanks to the development and execution of a visionary strategic plan; a strategic plan made possible through a grant from the Community Foundation. The grant funded the creation of a master plan for the zoo, incorporating the expert advice of both zoo development specialists and community focus groups. As the Blank Park Zoo has continued to grow, the Community Foundation has been there to provide support. According to Blank Park Zoo president Mark Vukovich, “The Community Foundation is a clearinghouse for what is happening in the nonprofit sector. They have served as both a sounding board and community partner.” The Community Foundation and the Blank Park Zoo are committed to advancing the long-term vision of giving in the community, as evidenced by the zoo’s decision to move their endowment to the Community Foundation. “There is credibility to saying our endowment is held at the Community Foundation,” says Vukovich. “From the facilitation of complex gifts, to connecting us with opportunities in the community, the Community Foundation offers unmatched charitable giving expertise.”
“The Community Foundation is a respected partner providing us a valuable voice in the community.”
— Mark Vukovich
President, Blank Park Zoo
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Wildly Successful.
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For more than 100 years 4-H has been developing Iowa’s youth. Now the Iowa 4-H Foundation’s funds at the Community Foundation are developing financial sustainability for years to come. The Iowa 4-H Foundation was formed in 1949 to develop a summer camp for 4-H members, but as times have changed so has the work of the organization. The Iowa 4-H Foundation currently contributes to fundraising efforts accounting for 52% of the total programming budget for 4-H programs statewide. The Iowa 4-H Foundation recognizes sustained support of its programs is not feasible without endowment building. This forward-thinking approach led them to move their endowments to the Community Foundation in 2013, where they also established four Endow Iowa qualified funds. “Endowment management has been simplified by working with the Community Foundation,” says Iowa 4-H Foundation executive director Kris Fish Kuhlmann. “The Community Foundation offers services we didn’t previously have as part of our endowment management. Moving our endowments to the Community Foundation relieved us of work we were doing internally, which was taking away from our ability to raise funding critical to our mission.” The funds established at the Community Foundation provide essential funding for programming, scholarships, administrative support and the Iowa 4-H Center. Through the development of endowments in these areas, opportunities for Iowa’s youth through 4-H continue to grow and support the organization’s rich history of developing exceptional leaders.
“As we looked at our options for endowment management, we felt a strong connection to what the Community Foundation offers. The staff was wonderful to work with and the service they provided made us feel like we were their only customers.”
— Kris Fish Kuhlmann
Executive Director, Iowa 4-H Foundation
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4-H Forever.
Belin McCormick’s investment in arts and culture is aided by the Community Foundation’s expertise in giving. Belin McCormick, P.C. believes successful communities are those where the private sector plays an active role in supporting the well-being of the community. One of Belin McCormick’s areas of charitable focus is arts and culture. The firm understands quality of life is a key economic driver for the area, and their continued investment in Greater Des Moines’ arts and cultural organizations proves to be a smart investment. “Our Corporate Fund at the Community Foundation allows us to support organizations that are fulfilling their mission and achieving significant outcomes. It also provides us with an effective and efficient way to carry out our charitable objectives in the community,” says Belin McCormick attorney Steve Zumbach. “The Community Foundation is aware of the goals and needs of the community, and helps us do our homework so we are best able to make solid and strategic charitable investments.” The impact of Belin McCormick’s support has been felt by arts and cultural organizations throughout Greater Des Moines. According to Des Moines Performing Arts president and CEO Jeff Chelesvig, “The investment Belin McCormick has continued to make in the arts has shaped the cultural landscape of the city. Des Moines continues to excel in developing a community where people want to live, work and play. We owe much of this success to the corporate leadership and support provided by Belin McCormick and others.”
“The Community Foundation provides a vehicle to make giving easy. They offer charitable funds designed to meet our needs which in turn makes the entire community, including the business community, stronger.” — Steve Zumbach Attorney, Belin McCormick, P.C.
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Community Partners.
Opening a fund at the Community Foundation has continued to make giving a family affair for the Clubb family. When Sandy Hatfield Clubb and husband Jeff Clubb were first approached about utilizing the services of the Community Foundation they were not convinced it was a good fit. The family annually supported charitable interests, but they did not think they had the capacity to give at a level which would allow them to utilize the services of the Community Foundation. As they began working with the Community Foundation, it became apparent the organization is available to everyone as they strive to reach their charitable goals. Opening a fund at the Community Foundation also provided a fun way to encourage and discuss giving as a family. “It is important to us as a family to select a cause, or area of giving, to support around Christmas instead of exchanging gifts,” says Hatfield Clubb. “Through our new Community Foundation fund we can set a charitable goal, make contributions throughout the year and then sit down as a family and decide how we want to use our charitable assets to support our community around the holidays.” A Donor Advised Fund is flexible and convenient, allowing donors to support a variety of charitable causes through their funds anytime they choose. There are no minimum gifts required to open a fund, and all fund holders benefit from the charitable giving expertise and community leadership of the Community Foundation.
“By opening a fund at the Community Foundation we have found a home from which to build a foundation of giving, while taking advantage of the opportunity to be part of something bigger.”
— Sandy Hatfield Clubb
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The Gift of Sharing.
Passing on the gift of giving was simplified thanks to the Community Foundation. As a successful businessman, Jim O’Halloran knows the importance of a succession plan. That is why as he thought about the future of his family’s private foundation, the James and Jeanne O’Halloran Foundation, Jim knew he needed to create a plan to continue the family’s legacy of giving. Jim turned to the Community Foundation where he found the organization’s administrative excellence and giving expertise a perfect fit for the future needs of the family’s foundation. By transferring the assets of the private foundation to a Family Foundation Fund held at the Community Foundation, Jim’s family members are serving as fund advisors. This allows them to focus on developing their skills in charitable giving, rather than the administrative work of operating a private foundation. As the next generation of the family develops their charitable giving skills, the Community Foundation is there to assist by facilitating grants to organizations they recommend, and providing administrative support and guidance on community initiatives. Thanks to their example and thoughtful planning, Jim and Jeanne’s legacy of giving is sure to continue for generations.
“The Community Foundation has the best capability to assist my family in charitable decision making, resulting in a wonderful way to give back to the community and world.”
— Jim O’Halloran
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Better Forever.
The Okoboji Foundation is one of 39 counties and communities affiliated with the Community Foundation of Greater Des Moines. For 25 years the Okoboji Foundation has been the center point of community giving, providing leadership and building beneficial partnerships to make a lasting and positive impact in the Iowa Great Lakes Region. Through the Okoboji Foundation’s grantmaking they serve as a ripple of good which travels throughout the entire region. In response to the charitable interests of their donors, the Okoboji Foundation created three unique Field of Interest Funds from which grants are made to areas their donors care most about. The three areas of interest are: Lake Quality & Environment, Arts & Culture and Outdoor Experiences & Recreation. As supporters of the Lake Quality & Environment Fund, Tom and Joan Gronstal are pleased to see the impact their gift continues to have on the Iowa Great Lakes Region, “Iowans have enjoyed the beauty of the Iowa Great Lakes for more than 100 years. We’re happy to do our part to preserve this wonderful area for our children and grandchildren.” The Community Foundation of Greater Des Moines proudly serves as the host foundation for the Okoboji Foundation. As a host foundation, the Community Foundation provides technical, fiscal and administrative expertise to its affiliate foundations, including the Okoboji Foundation. This support allows affiliate foundations to concentrate their efforts on fulfilling their missions and bettering their communities.
“I see the great value of like-minded people joining together to make a lasting positive impact through our Community Foundation.” — Dwight Conover Board Chair, Okoboji Foundation
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Ripple of Good.
The Endow Iowa Tax Credit program celebrates 10 years of success. 2013 marked the 10th anniversary of the highly successful Endow Iowa Tax Credit program. Enacted on January 1, 2003, Endow Iowa promotes gifts to permanent endowments by awarding up to 25 percent of the amount donated as a state tax credit, when making a gift through Iowa community foundations to qualified endowments. The goal of the program is simple; allow citizens an opportunity to make meaningful gifts benefiting their communities for generations, while receiving a tax credit in recognition of their investment in the future of Iowa charities. The foresight of those who worked to enact the Endow Iowa legislation has paid dividends in the first 10 years of the program. With gifts made through Endow Iowa totaling more than $140 million in donations, the charitable passion of Iowans is clear. This innovative legislation will continue to benefit Iowans for generations to come thanks to gifts citizens are making to endowments today.
“The Endow Iowa Tax Credit program is an innovative piece of legislation which continues to serve as a national model of what is possible through collaboration. The support of this program by government, the nonprofit sector and private donors is ensuring the services provided by Iowa’s nonprofits will continue for years to come.” — Matt McCoy State Senator
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Community Impact Now and Forever.
2014
LifeTown Legacy速 Society Members Members of the LifeTown Legacy速 Society have established a permanent endowment or made a planned gift though the Community Foundation to give back to the community which has been so important in shaping their lives. Anonymous (15) Gregory E. Abel Elizabeth & David Adelman Nancy & Bill Ambrose Lori & Larry Baker Janice M. Beal Jan & Frank Berlin Janet & Charles H. Betts Valinda & Ken Bilbrey Edgar H. Bittle Margo & Don Blumenthal B.J.* & Bruce* Boyle Helen & Bill C. Brantley Don Brazelton Sunnie Richer & Roger Brooks Gloria & Bob Burnett Mary Ann & Jim Campney Marilyn & Russ Carlson Sandra & Dean Carlson Joyce & Rick Chapman James A. Chevalier Jerry Chicoine Abby & Jeff Chungath Frances & Monroe* Colston Roxanne & Jim Conlin Colleen & Corey Conrad Linda & Chris Cook Julie & Michael Coppola June E. Cornelius Ann Cownie* Mary & Peter Cownie Patty & Jim Cownie Sloan Cownie Kathy & Eric Crowell Jerome Kennett Cubbage Sue & Craig Damos Teresa & Johnny Danos Kristi & Jeff Davick Charles W. Day Sharon & Robert* Dee Richard L. Deming, M.D. Carole Villeneuve & Douglas B. Dorner, M.D. Sheila & Tim Drevyanko, M.D. Marian & Don* Easter Doris M. Eby* Kelly & Brad Edmister Charles C. Edwards, Jr. Dr. Jean Noel Eucher & Ralph C. Eucher Nora & Dave Everett Theresa Wahlig, M.D. & Mark Feldmann
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Lois & Louis Fingerman Monica & Gordon Fischer Allison Wilson Fleming Ann* Wallace & Robert J.* Fleming Charise & Rory Flynn Katy & Ryan Flynn Cheri & Derek Folden Linda & Dennis Folden Bonnie & Randy Forburger Mell & Michael Frazier Johnnie & Bill Friedman, Jr. Barbara & Michael Gartner Michelle & Mike Gartner Jake Gaskell Sara & Jon Gaskell Ann & John Ghrist, M.D. Rodie & Tom Gibson Jennie Balcom & Mark Glowacki Lisa & Tom Godlasky William N. Goodwin Mary Gottschalk Sally & Tom Graf Barbara & John* Graham Lynn & Steve Graves Barbara & Roger Grefe Sheryl & Kevin Grimm Michele & Barry Griswell Dennis Groenenboom Zelda* & John R.* Grubb Peg Armstrong-Gustafson & Gregg Gustafson Janet & Chuck Haas Kathy & Randy Hamilton Tom Hamilton Sara & Thomas Hanley Julie & Brian Hart Michele Druker & Wade Hauser III Hugh Hawkins The Hawley Family Susan & Jason Hellickson Carmen & Brian Herbel Kim & Heath Hinkhouse Linda A. Hofreiter Barbara & Jon Hrabe Charlotte & Fred Hubbell Debbie & Michael Hubbell Ellen & Jim Hubbell, III Helen & James* Hubbell, Jr. Rusty H. Hubbell Janet Griffin & Jeff Hunter G. David Hurd
Julie & Jay Jacobi Richard O. Jacobson Kerri & Daniel Johannsen Tara & Eric Johansen Julia Lawler & Scott Johnson Lori & Bruce Johnson Tamara & Brent Johnson Amber & Matt Juffer Cathy & Pat Jury Lori & Sam Kalainov Mary A. & John F. Keck Lola & David Kenworthy Joan* & Gary Kirke Susan & Bill Knapp Kristi & Lauren Knous Linda & Tom Koehn Nancy & Bill* Krause Sharon S. & Kyle J. Krause David Kruidenier* David Kurns Cathy & Steve Lacy Charlene & Don Lamberti The Lauridsen Family Elizabeth C. & Robert A. Lee, M.D. Sarah Lettow Myrt Levin Maddie Levitt* Peggy & Chris Littlefield Mary & Brian Lohse Cheryl & Gregory Long Nancy & Dennis Lowman Kaye & Richard Lozier Patricia & James E. Luhrs Helen* & Kenneth* MacDonald Harriet S. & J. Locke* Macomber Hap* & Robert Maddox Mary & L. Keith Madison, M.D. Ellen Maytag Madsen* Joan E. & Robert E.* Mannheimer Marcia Warning Martin & Terry Martin LaDonna & Richard Matthes Virgil A. Maxwell Maxine* & John McCaw Margaret K.* & Harold L. McCollum Deb & Rick McConnell Beth & Mike McCoy Matthew W. McCoy Heather & Matthew McDermott
Frances C. McEvoy* Kerry C. McGrath Jeanie & Gary McPhail Brooke & John Mickelson Julie Mickelson Dorothy J. Miller Joan & David L. Miller Sue Zieman-Miro & Walter Miro Shelly Burkhart & Frank Mokosak Susan Skinner & Mark Movic Kay Myers Anna & Bobby Nalean Mary O’Keefe & Jeff Nall Ellen & Bruce Nelson Jeanne & Ronald Nesbit Mary Lou & Gerry Neugent Patricia* & Richard* Noyce Shelley & James Noyce Denise & Adam Obrecht Adeline Ogilvie-Hertz* Cleojean & Dick Olson Jill & Mark Oman Luanne S. O’Shea Kate & Matt Ostanik Lynsey L. Oster H.S. Ostlin* June L. Owens, J.D. Kim & Carlton Peterson Rose Lee & Marvin* Pomerantz Mary & Brian Porter Watson Powell, Jr.* Camille & Edward Power Donna L. Paulsen & Thomas E. Press Dr. Mary & Suku Radia Linda Railsback, M.D. Traci & Scott Raridon Brenda & Jeff Rasmussen Lynette & Kurt Rasmussen Judith C. Reel Cynthia & Jack Rehm P. Brooks Reynolds Kim & Terry Rich Kay & Robert G. Riley, Jr. Verna Ritchie* Michelle & Patrick Rounds Cindy & Allen Sabbag Val & Doug Saltsgaver Christine & Rob Sand
Traci & Michael Schaefer Betty & Jerry* Schiller Johni Hays & Dave Schlindwein Maddie & Don Schoen Jodie & David Schwartz Kimberly & Craig Shadur Ashley & Mike Shafer Deval & Yogesh Shah, M.D. Kathleen P. & James P. Simmons Michael Simonson Erin E. Smith Nicky Mendenhall & Wendell C. Speers Kitty & Tom Stoner Elizabeth H.* & Joe* Strasser Margaret B.* & Don C.* Swanson Kathy & Jerry Thompson Dotty & Stan Thurston Patsy Tobis Angela Dethlefs-Trettin & Matthew Trettin Thomas Urban Rose Marie & Mike Vasquez Carol & Ed* Vavra Fran & Dan Venter Sarah & Zac Voss Stacy & John Vratsinas Kathy & Ken Waller Suzanne & Martin Walsh Andrea Wasson Kathy & Mel Weatherwax Karla Jones-Weber & Martie Weber Emily & Fred Weitz Linda & Steve Weitz Ruth Wijkman* Connie Wimer & Frank Fogarty Jerry L. Witmer Linda & Michael Witte Susan A. & C. Arthur Wittmack Pam & Bill Wobbeking Anne* & Kent Zimmerman * Indicates deceased members
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Funds Better Together Funds The Better Together Fund is an opportunity for all who love Greater Des Moines to provide support for generations to come. These flexible dollars provide the Community Foundation with the ability to respond to emerging community needs through its grantmaking priorities. Community Foundation of Greater Des Moines Better Together Endow Iowa Fund Community Foundation of Greater Des Moines Better Together Fund Anonymous (1) Bruce & B.J. Boyle Fund Roger K. Brooks Leadership Endowment Colston Fund Patty & Jim Cownie Leadership Endowment Richard L. Deming, M.D. Leadership Endowment Fleming Family Fund in Memory of James W. Wallace Golden Circle Fund John & Barbara Graham Fund Michele & Barry Griswell Leadership Endowment John R. & Zelda Grubb Fund Charlotte & Fred Hubbell Leadership Endowment Helen & James Hubbell, Jr. Unrestricted Fund Sharon & Kyle Krause Leadership Endowment Madelyn Levitt Leadership Endowment Madelyn Levitt Unrestricted Fund Hap & Robert Maddox Fund Ellen Maytag Madsen Fund Richard & Patricia Noyce Fund Jill & Mark Oman Leadership Endowment H.S. Ostlin Fund Marvin Pomerantz Fund Sages Over 70 Fund Strasser Charitable Endowment Thomas Urban Fund Emily & Fred Weitz Leadership Endowment Ruth Wijkman Fund
Donor Advised and Family Foundation Funds Donor Advised Funds and Family Foundation Funds are flexible and convenient, allowing donors and their families 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 (11) Gregory E. Abel Endowment David & Elizabeth Adelman Endowment Kip & Debbie Albertson Charitable Fund Nancy & Bill Ambrose Family Fund
Armstrong Gustafson Charitable Fund John & Sue Auer Charitable Fund Larry & Lori Baker Endow Iowa Fund Lori & Larry Baker Family Fund Bartlett Family Foundation Fund Craig & Sandra Bassett Charitable Fund Ron & Karen Beeler Charitable Fund Christine & Clark Bening Fund Berlin Family Fund Bilbrey Family Charitable Fund Myron & Jacqueline Blank I Fund Myron & Jacqueline Blank II Fund Margo & Don Blumenthal Charitable Fund Betsy & Bryan Boesen Charitable Fund Bose Family Fund Bradley Family Charitable Fund Bradley Family Endow Iowa Fund Helen & Bill Brantley Fund James Brantley Fund R & B Brenton Foundation Fund Janet L. Brick Memorial Fund for Lung Cancer Solutions Brooks-Richer Endow Iowa Fund Roger Brooks-Saulene Richer Fund Susan Elizabeth Brown & Thomas Milburn Brown Jr. Family Fund Frederick & Valeska Buie Family Foundation Fund Robert A. & Gloria Burnett Fund Judith Bussard Cancer Memorial Fund Jim & Mary Ann Campney Charitable Fund Jim & Mary Ann Campney Endow Iowa Fund Joyce & Rick Chapman Fund Charling Family Charitable Fund Chevalier Family Charitable Fund Chevalier Family Endowment Chungath Family Endowment Chungath Family Fund Mary & Don Coffin Charitable Fund Christine & Brendan Comito Fund Conlin Family Iowa Charitable Giving Fund Roxanne & James Conlin Fund Constantine Charitable Family Fund Chris & Linda Cook Family Endowment Graham Cook & Catherine Bennett Charitable Fund Robert C. Cook Fund for Salvadoran Family Dignity Julie & Michael Coppola Family Endow Iowa Fund Mary & Peter Cownie Charitable Fund Patty & Jim Cownie Charitable Fund Patty & Jim Cownie Permanent Endowment Sloan Cownie Fund Danos Family Endow Iowa Fund Danos Family Fund Davick Family Endowment Davick Family Fund Charles W. Day Charitable Fund Charles W. Day Endow Iowa Fund Dee Family Fund Delta Dental of Iowa Fund
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Cultivating Compassion: The Richard Deming Foundation Fund Richard L. Deming, M.D. Charitable Foundation Fund Richard L. Deming, M.D. Endowment Keith & Eileen Denner Loving Wings Foundation Fund Chantry DeVries Foundation Fund Louis & Rebekah DeWild Endow Iowa Fund Douglas B. Dorner, M.D. & Carole Villeneuve Fund Donald & Janice Doudna Charitable Fund Sheila & Tim Drevyanko Fund Easter Family Fund Marian & Don Easter Fund B & C Eddy Fund Brad & Kelly Edmister Fund Adah Lillian Edmunds Fund Charlie Edwards Fund Essman Foundation Fund Dave & Nora Everett Charitable Fund Mark Feldmann & Theresa Wahlig, M.D. Endowment Filantropia Foundation Fund Gordon & Monica Fischer Fund Allison & Jim Fleming Fund Fleming Family Charitable Fund Folden Family Charitable Fund Dennis & Linda Folden Endow Iowa Fund Derek & Cheri Folden Endow Iowa Fund Randy & Bonnie Forburger Fund Frazier Family Endowment Jo Ann L. Friedman Fund William & Eleanor Friedman Fund Tim & Julie Fuller Charitable Fund Garner Youth Fund Gartner Family Fund Michelle & Mike Gartner Family Fund Jon & Ruth Gaskell Endowment Diane Q. & Waldo F. Geiger Charitable Fund Ann & John Ghrist Fund Goodwin Family Endowment Tom & Sally Graf Charitable Fund Tom & Sally Graf Endowment Barbara & Roger Grefe Endow Iowa Fund Janet Griffin & Jeff Hunter Fund Kevin & Sheryl Grimm Endowment Barry & Michele Griswell Charitable Fund John & Abigail Griswell Charitable Fund Michael Griswell Charitable Fund Dennis Groenenboom Charitable Fund Haas Family Fund Hanley Family Fund Jordan Harms Charitable Fund Riley-Harrington Family Fund Hart Family Fund Hauser Druker Foundation Fund Hugh Hawkins Charitable Fund Cara & Kurt Heiden Charitable Fund Hellickson Family Endowed Fund David & Cynthia Hickman Charitable Fund Heath & Kim Hinkhouse Fund Hoffman Family Fund
Hook’s Harvest Fund Horak Family Charitable Fund Houlihan Jacobi Charitable Fund Daniel & Joan Houston Charitable Fund II Tom & Karlen Howard Family Fund Hrabe Family Fund Hrabe Family Permanent Endowment Barbara Hrabe Fund Ellen & Jim Hubbell Charitable Fund F & C Hubbell Family Charitable Fund Helen & James Hubbell, Jr. Family Fund Michael & Deborah Hubbell Charitable Fund Rusty Hubbell Family Fund Tamara & David Hubler Charitable Fund G. David Hurd Fund Phyllis & Joe E. Hutchinson Family Endowment In His Name Fund Jay & Julie Jacobi Family Fund Jay & Julie Jacobi Family Fund II Richard O. Jacobson Charitable Fund Richard O. Jacobson Fund The Jane Fund in Memory of Jane Jansen DeVolder JEL Fund Bev & Brad Jensen Family Fund J.L.J. Family Fund Johannsen Family Fund Brian & JoAnn Johnson Charitable Fund Bruce & Lori Johnson Foundation Fund Scott Johnson & Julia Lawler Charitable Fund Scott Johnson & Julia Lawler Endow Iowa Fund Arthur & Julia Jones Charitable Fund Matt & Amber Juffer Family Charitable Fund Karl & Carmen Jungbluth Fund Jury Family Fund Harvey & Mary Kadlec Charitable Fund Lori & Sam Kalainov Fund KCM Fund Ed & Sue Kenny Charitable Fund David & Lola Kenworthy Endow Iowa Family Foundation Fund Dave & Lola Kenworthy Family Foundation Fund Lisa & John Kenworthy Family Foundation Fund Gerald M. & Joan B. Kirke Fund William C. Knapp Endowment Mary & Steve Knutson Family Fund Linda & Tom Koehn Endow Iowa Fund Kramer Family Giving Fund Kevin & Mary Krause Family Charitable Fund Kyle & Sharon Krause Fund Lacy Family Endow Iowa Fund Lacy Family Fund Bob & Nancy Landess Charitable Fund Lauridsen Family Endowment Lauridsen Sand Family Fund Robert A. & Elizabeth C. Lee Foundation Fund Madelyn Levitt Fund Patricia & Daryl Lilly Charitable Fund The Littlefield Family Charitable Fund Lohse Family Foundation Fund Lovell Family Fund Bill & Karla Lowe Family Fund
Nancy & Dennis Lowman Family Charitable Endowment Kaye & Richard Lozier Charitable Fund Luhrs Family Fund Kenneth P. & Helen I. MacDonald Memorial Fund Mary & Keith Madison Charitable Fund Craig & Michelle Mahoney Charitable Fund Mannheimer Family Foundation Fund Terry Martin & Marcia Warning Martin Family Fund Matthes Family Iowa Fund Virgil A. Maxwell Family Fund Tom & Lorraine May Family Charitable Fund James C. McCarl Charitable Fund McCollum Waveland Tennis Complex Fund McConnell Family Fund McCoy Family Fund MCG Fund Gary & Jeanie McPhail Endowment Mendenhall Speers Charitable Fund Nicola J. Mendenhall & Wendell C. Speers Fund E.T. & Katherine Meredith Fund David & Loree Miles Fund Todd Millang Fund Miller Family Fund Robert J. & Mary K. Miller Fund Wilbur C. Miller Family Fund Minor Family Foundation Fund Miro Family Fund Frank Mokosak & Shelly Burkhart Family Charitable Fund Mosqueda Family Foundation Fund Bernard & Brenda Mouw Charitable Fund Stephen G. Moyer Fund Myers Family Fund Linda & Chris Nelson Charitable Trust Fund Nesbit-Campbell Family Fund Gerard & Mary Louise Neugent Fund M.L. & G. Neugent Endowment Shelley L. & James W. Noyce Endow Iowa Fund Shelley L. & James W. Noyce Fund Obrecht Family Fund O’Halloran Family Foundation Fund Josie & Jim O’Halloran Fund O’Keefe - Nall Charitable Fund O’Keefe - Nall Endowment Richard & Cleojean Olson Family Charitable Fund Richard & Cleojean Olson Family Endowment Jill & Mark Oman Iowa Foundation Fund Ostanik Family Endow Iowa Fund Ostanik Family Fund Lynsey L. Oster Endowment Timothy & Angela Otten Family Fund Austin & Stacie Palmer Charitable Fund Austin & Stacie Palmer Endow Iowa Fund Charles & Karen Palmer Fund John & Shari Paule Family Charitable Fund John & Shari Paule Family Endowment Ardis Peterson-Carlton Peterson Fund Ardis Peterson-Georgianne Schreiber Fund Matthew & Irene Pillsbury Charitable Fund
Brian & Mary Porter Charitable Family Fund Camille & J. Edward Power Endowment Camille & J. Edward Power Fund Press Family Endowment Press Family Foundation Fund Kevin & Kathi Prien Charitable Fund Radia Family Fund Linda Railsback, M.D. Fund Raridon Family Fund Rasmussen Foundation Fund Rasmussen Group Endowment Ray Family Fund Judith C. Reel Fund Reichardt Family Fund Rhythm of Rain Fund Rich Family Fund Riley Family Endowment Riley Family Fund Joe & Sarah Riley Family Fund Rinderknecht Family Fund Steve & Pam Robins Family Endowment Bill & Jackie Romp Family Fund Roots to Wings Fund Frank J. Ross Memorial Fund Ruan Family Foundation Fund Mark A. Rupprecht Family Charitable Fund RyTon Fund Sabbag Family Endowment Sally Jane Fund Doug & Val Saltsgaver Charitable Fund Ernest & Florence Sargent Family Foundation Fund Michael & Traci Schaefer Charitable Fund Paul & Claudia Schickler Endow Iowa Fund Paul & Claudia Schickler Family Fund Harriet G. Schoeller Charitable Fund Schoen Family Charitable Fund Schwartz Family Foundation Fund Sehgal Family Fund Stanley & Mary Seidler Fund Serve Him Foundation Fund Jim & Joyce Shaffer Fund Shaff-Jayne Charitable Fund Shaff-Jayne Endow Iowa Fund Shah Family Charitable Fund E.K. & Nancy Shaw Family Foundation Fund Kathleen & James Simmons Charitable Fund Kathleen & James Simmons Family Foundation Fund Luke Altmix Simmons Charitable Giving Fund Simonson Charitable Fund Susan Skinner & Mark Movic Charitable Fund Susan Skinner & Mark Movic Endowment Bernard L. Spaeth Fund Larry P. Stelter Family Foundation Fund Studebaker Scholarship Endowment Theresa Swalwell Miracle of Music (MOM) Fund Richard Swanson & Mathilde Brown Swanson Charitable Fund Edna & Jimmy Talbott Fund Kathy & Jerry Thompson Charitable Fund Thurston Family Charitable Fund
2014 Annual Report | Community Foundation of Greater Des Moines 33
Funds TLG Foundation Fund Wayne & Priscilla Van Heuvelen Fund Vasquez Catholic Education Endowment Vavra Charitable Fund Venter Family Endowment Stanley & Virginia Ver Ploeg Fund Vratsinas Foundation Fund KK Waller Family Fund Martin & Suzanne Walsh Charitable Fund Wendy & Lou Waugaman Fund Kathy & Mel Weatherwax Charitable Foundation Fund Steven & Kimberly Weber Family Endowment Wheeler Family Fund Steve & Michele Whitty Charitable Fund Ruth Wallace Wijkman Fund Bob & Gladys Wilkins Charitable Fund Wilkinson Family Fund for Education & Democracy Rich & Kim Willis Family Foundation Fund Connie Wimer Charitable Fund Connie Wimer Fund Witmer Family Fund Linda & Michael Witte Family Fund Wittmack Charitable Fund Amy L. Young Charitable Fund Don & Karen Young Fund Youth 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. These funds offer a simple, powerful and highly personal approach to giving. American Enterprise Group Charitable Foundation Fund American Enterprise Group Charitable Fund Belin McCormick Fund BWA Foundation Fund Byways of Iowa Foundation Fund Central Campus Foundation Fund Community Foundation of Greater Des Moines Leadership Circle Fund Contributors Breakfast Club Endowment Contributors Breakfast Club Fund Bruce Crooks Memorial Endowment Des Moines Capitals Hockey Club Fund Equitable Life of Iowa Fund Golden K Kiwanis Special Projects Fund Holmes Murphy Charitable Fund Holmes Murphy Permanent Endowment Iowa Business Growth Endowment Iowa Commercial Real Estate Association Endowed Scholarship Fund Kreg Charitable Fund Kum & Go Charitable Fund Liberty Fund Maddie’s Circle Committee Advised Fund I
Maddie’s Circle Committee Advised Fund II The Power of We Charitable Fund Principal Financial Group Disaster Relief Fund Remember the Heroes Foundation Fund Storey Kenworthy Endow Iowa Fund Storey Kenworthy/Workspace Charitable Fund Thomas N. Urban & Mary B. Urban Fund TPG Companies, Inc.: Transform, Perform, & Grow Fund Van Meter Inc. Fund
Designated Funds Designated Funds are established by a donor to benefit a specific organization and maintain assets that help ensure its sustainability. Distribution to the chosen organization is made on an annual basis, creating a stable income stream. Anonymous (2) Angel’s Touch Foundation Fund Myron & Jacqueline Blank Sculpture Fund Boys & Girls Clubs of Central Iowa Endow Iowa Fund Brenton Arboretum Endowment Broadlawns Medical Center Foundation Endow Iowa Fund Brooks Richer United Way Permanent Endowed Fund Camp Fire USA Capital Improvements Endow Iowa Fund Camp Fire USA - Miss Suz Campership Endow Iowa Fund Carlisle Library Foundation Fund Dean & Sandra Carlson United Way Endowment Russell & Marilyn Carlson Endowment Central Academy Alumni Network Fund Central College Endow Iowa Fund (Pella, Iowa) Central Iowa Funders Forum Fund Central Iowa Shelter & Services Capital Fund Character Counts In Iowa Permanent Endowed Fund Children & Families of Iowa Endow Iowa Fund Children & Family Urban Ministries Endowment Christ the King’s Guardian Angel Fund Citizens’ Fund of Beaman, Conrad & Surrounding Areas Fund Club Chris Fund Community in Schools Operating Fund Covenant Presbyterian Church Coins for Concern Fund DesMoinesArts, Inc. Fund Des Moines Art Center Endowment Des Moines Community Playhouse John Viars Endowment Des Moines Performing Arts Endow Iowa Fund
34 Community Foundation of Greater Des Moines | 2014 Annual Report
Des Moines Police Department High-Risk Youth Fund Des Moines Public Library Fund Des Moines Public Schools Foundation Endow Iowa Fund Des Moines Symphony Fund Des Moines Triathlon Club Endow Iowa Fund Disability Mentoring Day Iowa Fund Dowling Catholic Pathways for Success Endowment The Dut Jok Youth Foundation Fund Esse Museum Foundation Fund Evelyn K. Davis Center for Working Families Fund Evelyn K. Davis Park Fund Eyerly Ball Endow Iowa Fund FALL 4 Learning Fund Henry Gregor Felsen Memorial Fund Fingerman Family Foundation Fund Fingerman Family Foundation Fund #2 Fleming Family Foundation United Way Fund Forest Avenue Library Endowment Forest Avenue Library Mid-City Vision Brick Fund Fort Des Moines Museum Fund Foundation for the Enhancement of Sac City Endowment Johnnie Friedman Prize Endowment Global Arts Therapy Fund Grand View University Endow Iowa Fund Grandview Park Baptist School - Townsend Industries Employees Endowment Greenwood Park Rose Garden Permanent Endowment Grimes Public Library Fund Michele I. & J. Barry Griswell United Way Fund Harkin Institute of Public Policy and Citizen Engagement at Drake University Fund Heart of Iowa Fund Hire Our Heroes Fund Holy Family Permanent Endowed Fund Hubbell Family Greenwood Library Fund Hubbell Family/Hubbell School Library Fund Iowa Area Development Group Community Foundation Endowment Iowa Business & Training Center Fund Iowa Drug Court Foundation Fund Iowa Governor’s STEM Advisory Council Fund Iowa Immigration Education Coalition Fund Iowa Immunization Coalition Fund Iowa Microenterprise Assistance Project Fund Iowa Natural Heritage Foundation Fund Iowa Shakespeare Experience Festival Fund The Jane Foundation Fund Deeann Johnson Memorial Scholarship Fund John & Mary Keck United Way Endowment John & Mary Keck YMCA Camp Endowment John & Mary Keck YMCA Camp Partner With Youth Fund
Sharon Kurns Educational Excellence Fund Tony Lamberti Fund for Faith-Based Prison Release, Treatment & Aftercare Fund Maddie Levitt Des Moines Art Center Permanent Endowed Fund J. Locke & Harriet S. Macomber Funds Cathedral Church of St. Paul Endowment Des Moines Symphony Association Endowment Drake University Law School Endowment United Way of Central Iowa Endowment YMCA Heritage Club Endowment Marylouise & Charles Long Music Enrichment Fund Frances McEvoy/Youth Homes of Mid-America Endowment Mid-Iowa SART Fund Minnie Miller Educational Fund Larry & Kay Myers Interfaith & Intercultural Ambassador Initiative Fund Sister Stella Neill Rent Relief Fund Never Say Can’t Fund Patricia & Richard Noyce Endow Iowa Fund Logan Oglesbee Memorial Fund One World Sports Fund Parks Area Foundation Fund Principal Riverwalk Endow Iowa Fund R.E.A.C.H. Scholarship Fund Rebuilding Together Project Fund Jack & Cynthia Rehm United Way Fund Bev Rens Scholarship Fund Robert D. Ray Asian Gardens Endow Iowa Fund Robert D. Ray Asian Gardens Fund Roosevelt High School Foundation General Endowment Bobbye Scheidler Memorial Scholarship Fund Schiller Family Fund Raymond Schumann Fund Craig & Kimberly Shadur Fund Loretta Sieman Charitable Fund Simpson College Endow Iowa Fund Simpson College Endowed Scholarship Fund Southeast Polk Education Foundation Endow Iowa Fund St. Luke’s Catholic School Fund Teacher Tools 4 Tomorrow Fund Tech Journey Charitable Fund Terrace Hill Society Foundation Endow Iowa Fund Tiger Teamwork Foundation Fund Vavra & Dluhos Waukee Public Library Fund Vavra Family Charitable Endowment Vavra Family Charitable Endowment II Vavra Family Charitable Endowment III Vavra Family Charitable Endowment IV The Wallace Centers of Iowa Endow Iowa Fund Water Works Park Master Plan Fund Mel & Kathy Weatherwax Endowment Weitz Family Fund for the benefit of Hoyt Sherman Place Foundation
Martha A. Willits Fund George Wilson Memorial Fund Connie Wimer Designated Fund Z3 Triathlon Team Fund Becky Zallek Juniors Disc Golf Tournament 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. Anonymous (1) Janice M. Beal Charitable Fund Boal Family Fund Eric & Kathy Crowell Family Foundation Fund Sue & Craig Damos Family Endowment Allison Fleming Fund Roger M. & Betty J. Goetz Charitable Endowment Tom & Sally Graf Legacy Fund Tom Hamilton Charitable Fund Hays - Schlindwein Fund Linda A. Hofreiter Fund Chuck & Pat Jones Fund Jones-Weber Legacy Fund Jack & Myrt Levin Family Fund Libby & Patricia Legacy Fund Kim & Carlton Peterson Family Fund David Schlindwein Fund Patsy Tobis Family Endowment Dirk & Shirley Van Zante Scholarship Fund Fred & Emily Weitz Permanent Endowment Kent & 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 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 Fund Anawim Housing Rent Relief Fund Animal Lifeline Endow Iowa Fund Animal Rescue League of Iowa, Inc. (ARL) Endow Iowa Fund Ashworth Road Baptist Church Endow Iowa Fund Ashworth Road Baptist Church Fund Beacon of Life Endowment Blank Park Zoo Endowment Endow Iowa Fund Blank Park Zoo Endowment Fund
Blessman Ministries Charitable Fund Bob Feller Field of Dreams Legacy Fund The Bock Family Foundation Fund Bonobo Hope Development Fund Bonobo Hope Endowment Boys & Girls Clubs of Central Iowa Endowment Bravo Greater Des Moines Endow Iowa Fund Broadlawns Medical Center Foundation Fund Buena Vista Regional Healthcare Foundation Fund Calvin Community Foundation Endowment Camp Courageous Endow Iowa Fund Camp Courageous Endowment Camp Fire USA Capital Improvements Endowment Camp Fire USA - Miss Suz Campership Endowment Camp for Every Girl Endow Iowa Fund Camp Hertko Hollow Endowment Catholic Foundation of Southwest Iowa Endow Iowa Fund Central Iowa Shelter & Services Endow Iowa Fund Central Iowa Shelter & Services Endowment Children & Families of Iowa Endowment Children’s Cancer Connection Endow Iowa Fund Children’s Cancer Connection Fund ChildServe Great Life Endowment Comfort Care & Family Support Endow Iowa Fund Cornerstone Historical Project at 8th & College Fund Creative Visions Endow Iowa Fund Delta Dental of Iowa Foundation Fund Des Moines Area Association of Realtors Foundation Fund Des Moines Area Religious Council Endow Iowa Fund Des Moines Area Religious Council Endowment Des Moines Bicycle Collective Fund Des Moines Community Playhouse Funds Des Moines Community Playhouse-Bookey Education Intern Fund Des Moines Community Playhouse Fund Des Moines Community Playhouse-Joanne & Milt Brown Artistic Excellence Fund Des Moines Community Playhouse Kate Goldman Education Fund Des Moines Community Playhouse Liska Miller Scholarship for Continuing Education Des Moines Golf & Country Club Education Foundation Endowment Des Moines Metro Opera Endow Iowa Fund Des Moines Pastoral Counseling Center Fund Des Moines Performing Arts Education Fund Des Moines Performing Arts Endowment Des Moines Public Schools Foundation Fund
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Funds Des Moines Social Club Endow Iowa Fund Des Moines Triathlon Club Foundation Fund Drake University Endow Iowa Fund Eyerly Ball Community Health Services Fund First Assembly of God Church Des Moines, Iowa Fund The First Tee of Greater Des Moines Endowment Freestore Charitable Fund Gateway Dance Theatre Foundation Fund Girl Scouts for Underserved Girls Endow Iowa Fund Great Outdoors Endowment Greater 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 Fund Greater Des Moines Leadership Institute Foundation Fund John R. Grubb YMCA Endowment Gustafson & Byers Development Fund Habitat for Humanity, Des Moines Fund Hawthorn Hill Endow Iowa Fund Heartland Resource Conservation & Development (RC&D) Fund Hinder Club Handball Fund Hispanic Educational Resources Endowment Holy Family Inner-City Youth Fund Homeschool Iowa Endowment Hope Iowa Endowment Hope Ministries’ Endow Iowa Fund Hospice of Central Iowa Foundation Fund Hoyt Sherman Place Conservation Fund Hoyt Sherman Place Fund Hubbell Family Foundation Fund IADG Community Foundation Fund IFAA Funds IFAA Cattlemans Beef Quarters Scholarship Fund IFAA Fund IFAA Rainy Day Fund IFAA Rastetter Scholarship Fund IJAG Endow Iowa Fund IJAG Expansion Fund INGOAux Endow Iowa Fund INGOAux Fund Institute for Character Development Endowment Iowa 4-H Foundation Fund Iowa Coalition Against Domestic Violence Endowment Iowa FFA Foundation Endowment Iowa Foster & Adoptive Parents Association Fund Iowa Foundation for Justice Endow Iowa Fund Iowa Foundation for Justice Endowment
Iowa Healthcare Collaboration Charitable Fund Iowa Home School Fund Iowa Insurance & Financial Services Education Foundation Fund Iowa Insurance Hall of Fame Scholarship Endowment Iowa International Center Endow Iowa Fund Iowa Library Association Foundation Endow Iowa Fund Iowa Library Association Foundation Fund Iowa Newspaper Foundation Endow Iowa Fund Iowa Newspaper Foundation Fund Iowa Public Health Association Fund Iowa Public Radio Fund Iowa Public Television Foundation Fund Iowa Religious Media Services (IRMS) Endow Iowa Fund Iowa Religious Media Services (IRMS) Fund Iowa Restaurant Association Education Foundation Endow Iowa Fund Iowa State Fair Blue Ribbon Foundation Endow Iowa Fund IRIS Endowment ISED Ventures Endowment Jewish Foundation of Iowa Endow Iowa Fund Johnston Community School Foundation Endowment Joppa Fund Junior Achievement of Central Iowa Endow Iowa Fund Junior Achievement of Central Iowa Endowment Junior League of Des Moines Endow Iowa Fund Junior League of Des Moines Endowment Keep Iowa Beautiful Permanent Endowment Link Foundation Fund Living History Farms Endow Iowa Fund Lutheran Church of the Cross Endowment Lutheran Church of Hope Foundation Endow Iowa Fund Lutheran Church of Hope Foundation Fund Lutheran Services in Iowa (LSI) Fund Kathy McFarlin Endowment for Iowa CCI Staff Development Meals from the Heartland Endow Iowa Fund Mercy Foundation Endow Iowa Fund Mosaic Endowment The Nature Conservancy Fund North High Alumni Foundation Endow Iowa Fund North High Dollars for Scholars Fund Oakridge Neighborhood Services Fund On With Life Endowment On 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
36 Community Foundation of Greater Des Moines | 2014 Annual Report
Orchard Place Fund Helen Westfall Endowment Fund for Orchard Place Perry Public Library Foundation Endow Iowa Fund Perry Public Library Foundation Fund Plymouth Nursery School Fund Practical Farmers of Iowa Endow Iowa Fund Practical Farmers of Iowa Endowment Prevent Child Abuse Iowa Endowment Rotary Club of Des Moines Foundation Endow Iowa Fund Rotary Club of Des Moines Foundation Fund Sacred Heart Endowment Southeast Polk Dollars for Scholars Endow Iowa Fund Southeast Polk Dollars for Scholars Fund St. Mark Endowment St. Mark Lutheran Endowment (est. 2010) St. Timothy’s Episcopal Church Endowment Margaret Swanson Iowa CareGivers Fund Terrace Hill Society Foundation Funds Terrace Hill Society Foundation - Collection Protection & Maintenance Endowment Terrace Hill Society Foundation Fund Terrace Hill Society Foundation-THEMA Endow Iowa Fund Terrace Hill Society Foundation-THEMA Fund United Way of Central Iowa Endow Iowa Fund United Way of Central Iowa Endowment University of Northern Iowa Endow Iowa Fund Urbandale Public Library Endowment Variety - Jackie Blank Endowment Variety - The Children’s Charity Endowment The Wallace Centers of Iowa Endowment Waterbury Neighborhood Foundation Fund Waukee Community School Foundation Fund Waukee Public Library Foundation Endowment West Des Moines Community School Foundation Fund Wiese Foundation Fund Wildwood Hills Ranch Endowment Windsor Heights Foundation Endowment YMCA Downtown Capital Campaign Fund YMCA of Greater Des Moines Endow Iowa Fund Young Women’s Resource Center Marilyn Jeffries Scholarship Fund Youth Emergency Services & Shelter of Iowa Endow Iowa Fund Youth Emergency Services & Shelter of Iowa Foundation Fund Youth Homes of Mid-America Foundation Endow Iowa Fund Youth Homes of Mid-America Foundation Endowment Zeta Kappa Lambda Education Foundation Endowment
Field of Interest Funds
Scholarship Funds
Charitable Gift Annuities
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 Community Foundation awards grants to community organizations and programs that are making a difference in the areas identified by the donor.
Donors may establish Scholarship Funds to benefit students of a particular school, geographic region, educational discipline, gender or other designation.
A charitable gift annuity is a simple contract between a donor and the Community Foundation by which a portion is returned to a designated recipient as scheduled income payments and the amount transferred to the Community Foundation establishes a fund to benefit a charity of the donor’s choice.
The Andrew Giving Fund Arts & Culture Technical Assistance Fund Kimberly S. Avenarius Ovarian Cancer Memorial Fund Dallas Center Cemetery Association Fund Dallas Center Cemetery Endow Iowa Fund The Hawley Fund Hubbell Family Human Service Challenge Fund Maddie’s Circle Fund Neumann Brothers Charitable Foundation Fund Adeline Ogilvie-Hertz Fund Operation Santa Claus Fund Pioneer Hi-Bred Youth Development Fund Polk County Medical Society Alliance Fund Warren Morrow Latino Communnity Betterment Fund Watson Powell, Jr. Fund Dana 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. 42nd Streetscape Fund Community Connect: Mentors Inspiring Success Fund Community Conversations - Civility Series Fund Connecting Kids & Culture Fund Cowles Commons Fund Des Moines Regional Skatepark Fund Des Moines Urban Beautification Fund Grays Lake Park & Meredith Trail Fund INBA Monument Fund John & Mary Pappajohn Sculpture Park Fund Meredith Neighbors Sculptural Sign Fund Clare & Miles Mills Rose Garden Fund Neighborhood Community Betterment Fund Principal/City of Des Moines Riverwalk Fund Restoration Ingersoll Fund
Bell-Pullen Arts & Culture Scholarship Fund Branstad-Reynolds Scholarship Fund Larry W. Carter Scholarship Fund Moyer Debate Scholarship Fund Roosevelt High School John Hansell Memorial Scholarship Fund Roosevelt High School Kirkpatrick Physics Scholarship Fund Frank J. Ross Memorial Scholarship Fund Cristine Swanson Wilson Memorial Scholarship Fund Mary 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. Clubb Family Fund Dethlefs/Trettin Family Fund Fairfield First Fund Katy & Ryan Flynn Charitable Fund RC Flynn Foundation Fund Gardner-Frolick Family Fund Tammy & Brian Gentry Family Fund Johni Hays & David Schlindwein Charitable Fund Herbel Family Charitable Fund Eric & Tara Johansen Family Endowment Sheila & Eric Kinman Endowment Lauren & Kristi Knous Charitable Fund Matthew McCoy Charitable Fund Matthew & Heather McDermott Family Endowment John & Brooke Mickelson Family Charitable Fund Julie Mickelson Charitable Fund Anna & Bobby Nalean Family Fund Ellen & Bruce Nelson Charitable Fund June Owens Charitable Fund Governor Robert D. & Billie Ray Fund P. Brooks Reynolds Charitable Fund Ashley & Mike Shafer Charitable Endowment String Thing Fund Kris & Stacia Swanson Family Charitable Fund Sarah & Zac Voss Endowment
Anonymous (3) June Cornelius Fund Jerome Cubbage Charitable Gift Annuity Fund Tom Flack Charitable Fund Hrabe Charitable Gift Annuity Fund Clayle, Milva, Maxhn, and Janine McCaw Scholarship Fund Maxine Mae Gambs McCaw Music Scholarship Fund Verna Ritchie Fund to benefit Planned Parenthood of Greater Iowa West CGA 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 real property and to serve as the host charity for The Principal Charity Classic®. GDMCF Charitable Trust GDMCF Charity Golf Classic, LLC GDMCF Properties, LLC
Nonprofit Accounting Services 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 Service 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 Bidwell Riverside Center Bravo Greater Des Moines Catholic Foundation of Southwest Iowa Des Moines Social Club Communities in Schools Free Clinics of Iowa Greater Des Moines Public Art Foundation Family Farm History Foundation Hawthorn Hill
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Funds Iowa Chronic Care Consortium ISED Ventures Mid-Iowa Health Foundation Prevent Child Abuse Iowa River Front Development Authority Safeguard Iowa Partnership StageWest Theater Company
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 Foundation
Empowering Adair County Foundation Endowment Empowering Adair County Foundation Operating Fund Empowering Adair County Foundation Passthrough Fund Kelly Laughery Adair County 4-H Service Scholarship Endow Iowa Fund Nodaway Valley Endow Iowa Educational Foundation Fund Jerry & Sandra (Denker) Urfer Fund
Boone County Endowment
Boone County Endowment Boone County Community Endowment Operating Fund Boone County Passthrough Fund F. William Beckwith Boone County Community Services Endowment F. William Beckwith DMACC (Boone) Scholarship Fund F. William Beckwith Search & Rescue Fund Boone County Fair Endowment Boone County Historical Society Endowment Boone County Hospital Foundation Endow Iowa Fund Boone First United Methodist Church Endowment Foundation for the Boone Area Humane Society Endowment Foundation for the Boone Area Humane Society Fund Rotary Club of Boone Endowment Rotary Endowment for Entrepreneurship Development in Iowa Fund Sacred Heart School Endowment YSS of Boone & Story County Crisis Intervention & Counseling Endowment
Buena Vista County Community Foundation
Buena Vista County Community Foundation Endowment Buena Vista County Community Foundation Passthrough Fund Hanover Historical Society Foundation Fund Jewel Lodge Scholarship Fund Spooner Family Fund
Greater Carlisle Community Foundation Endowment Greater Carlisle Community Foundation Endowment Empowering Carlisle Community Schools Foundation Endowment Scotch Ridge Center Bridge Fund Scotch Ridge Nature Park & Trail Fund
Cherokee County Legacy Foundation
Cherokee County Legacy Foundation Endowment Cherokee County Legacy Foundation Passthrough Fund Sue & Myron Radke Scholarship Fund
Clarinda Foundation
Clarinda Foundation Fund
Clive Community Foundation
Clive Community Foundation Endowment Clive Community Foundation Passthrough Fund Clive Festival Community Facilities Capital Campaign Fund
Dallas County Foundation
Dallas County Foundation Endowment Dallas County Foundation Endow Iowa Operations Endowment Dallas County Foundation Operating Fund Dallas County Foundation Passthrough Fund
Davis County Community Foundation
Davis County Community Foundation Endowment Davis County Community Foundation Passthrough Fund John Edward & Frances Amstutz Fund
Eastern Polk County Community Foundation
Eastern Polk County Community Foundation Endowment Eastern Polk County Community Foundation Passthrough Fund Eastern Polk County Community Foundation Recreation & Trails Endow Iowa Fund Anonymous (1) Altoona Campus Robert & Sharon Townsend Endowment
38 Community Foundation of Greater Des Moines | 2014 Annual Report
Greene County Community Foundation Greene County Community Foundation Endowment Greene County Community Foundation Endowment II Greene County Community Foundation Passthrough Fund Andrew Family Charitable Fund Bell Tower Foundation Endow Iowa Fund Bell Tower Foundation Endowment Greene County 4-H Fund Greene County Historical Society Endow Iowa Fund Greene County IMAP Fund Jefferson Telephone Company Charitable Fund Thomas Jefferson Gardens of Greene County Fund
Guthrie County Community Foundation Guthrie County Community Foundation Endowment Guthrie County Community Foundation Operating Fund Guthrie County Community Foundation Passthrough Fund Stuart Library Endowment
Enhance Hamilton County Foundation
Enhance Hamilton County Foundation Endowment Enhance Hamilton County Foundation Operating Fund Enhance Hamilton County Foundation Passthrough Fund H.E.R.O Fund Brian & Nancy Holt Charitable Fund Mary Jo & Marvin D. Johnson Family Charitable Fund Kendall Young Library Collection Fund Kendall Young Library Community Endowment Kendall Young Library Local History Preservation Fund Mike & Carol Peterson Family Charitable Fund Fern Richardson Conservation Endowment South Hamilton Schools - Endow Iowa Fund South Hamilton School District Foundation Fund Wahrenbrock-Vavroch Family Scholarship Fund Max & Carloyn Whitlock Instrumental Music Education Fund Deborah Witte Memorial Scholarship Fund
Hancock County Foundation
Hancock County Foundation Endowment Hancock County Foundation Operating Fund Hancock County Foundation Passthrough Fund Fell Family Fund Hancock County Health System Foundation Endowment
St. Paul Evangelical Lutheran Church Foundation, Inc. Fund Tesene Family Fund Zrostlik Family Fund
Hardin County Community Endowment Foundation
Hardin County Community Endowment Foundation Fund Hardin County Community Endowment Foundation Operating Endowment Hardin County Community Endowment Foundation Operating Fund Hardin County Community Endowment Foundation Passthrough Fund Hardin County Community Endowment Foundation Unrestricted Endowment AAA Fund (Ahrens Agriculture Achievement) Barlow Memorial Library Endowment Lloyd L. & Jo Bates Endowed Fund Todd & Jennifer Bicknese Family Fund Big Green Endowment Camp Quaker Heights Endowment Campbell Supply Company Scholarship Fund Campbell Family Charitable Endowment Dr. Grace O. Doane Alden Public Library Endowment Eldora Area Community Foundation Endowment Eldora - New Providence Community School District Foundation Fund Eldora - New Providence Community School Foundation Endowment Eldora Public Library Endowment Ellsworth Municipal Hospital Foundation Endowment Friends of Calkins Nature Area Endowment Charlie & Carol Gilbert Family Fund Greenbelt Humane Society Endowment Laura & Mark Hamilton Endowed Scholarship Fund Hardin County Arts & Culture Endowment Hardin County Fair Endowment Hardin County IMAP Fund Hardin County Recreational Trails Endowment William J. Harris & Judith M. Harris Scholarship Fund Craig & Kristi Harris Family Fund Grace Hibner American Legion Scholarship Endowment Steve & Glenda Howard Family Fund Hubbard Care Center Endowment Hubbard Care Center Fund Hubbard Public Library Endowment Iowa Falls American Legion Veterans’ Memorial Endowment Iowa Falls Firefighters Endowment Iowa Falls First United Methodist Church Endowment Iowa Falls Lions Club Caroline Graff Memorial Fund Ron Jones Memorial Scholarship Fund
Janice Kramer Steamboat Rock Veterans Monument Endowment Hunter Krause Scholarship Fund Kruse Family Scholarship Fund The Ladies Social Gathering Union Cemetery Iowa Falls Endowment Leadership Iowa Falls Experience (LIFE) Endowment Richard & Karen McNickle Agriculture Scholarship Fund New Providence Cemetery Association Endowment New Providence Community Endowment Nissly & Nissly Foundation Fund Leo & Darlyne Praska Endowed Scholarship Fund Quakerdale Endowment Dale Rankin Memorial Scholarship Fund Renewal Community Fund Scenic City Empress Boat Club Endowment South Hardin Middle School Fine Arts Endowment Steamboat Rock Cemetery Association Improvement Endowment Steamboat Rock Historical Society Endowment Union Cemetery of Union, Iowa Endowment Union Community Church Foundation Endowment Union Public Library Foundation Endowment Daniel Harris Voge Fine Arts Scholarship Fund Merle Rocky & Christie Weaver Endowed Scholarship Fund DuWayne & Nancy Wessels Family Fund
Enhance Henry County Foundation
Enhance Henry County Foundation Endowment Enhance Henry County Community Foundation Operating Fund Enhance Henry County Foundation Passthrough Fund
Humboldt County Community Foundation
Humboldt County Community Foundation Endowment Humboldt County Community Foundation Operating Fund Humboldt County Community Foundation Passthrough Fund Humboldt County Historical Association Endow Iowa Fund Humboldt County Historical Association Endowment John E. & Geraldine M. Miller Humanitarian Fund
Jasper Community Foundation
Jasper Community Foundation Endowment Jasper Community Foundation Passthrough Fund
Greater Jefferson County Foundation
Greater Jefferson County Foundation Endowment Greater Jefferson County Foundation Passthrough Fund
Keokuk County Community Endowment Keokuk County Community Endowment Foundation Fund Keokuk County Community Endowment Foundation Passthrough Fund
Greater Madison County Community Foundation
Greater Madison County Community Foundation Endowment Greater Madison County Community Foundation Operating Fund Greater Madison County Community Foundation Passthrough Fund Madison County Women’s Giving Circle Fund
Madrid Community Foundation
Madrid Community Endowment Charles C. Helms & Mary E. Helms Family Endowment
Mahaska County Community Foundation Mahaska County Community Foundation Endowment Mahaska County Community Foundation Passthrough Fund Caldwell Park Education Endow Iowa Fund Caldwell Park Fund Crisis Intervention Services Endow Iowa Fund R.C. Groenenboom Charitable Fund
Marion County Community Foundation
Marion County Community Foundation Endowment Marion County Community Foundation Operating Fund Marion County Community Foundation Passthrough Fund Marion County Community Foundation Kuyper Fund Knoxville Dollars for Scholars Endow Iowa Fund Knoxville Heritage Community Foundation Endow Iowa Fund Knoxville Heritage Community Foundation Fund Knoxville Hospital & Clinics Foundation Endowment Knoxville Library Endowment National Sprint Car Hall of Fame & Museum Endow Iowa Fund
Community Foundation of Marshall County
Community Foundation of Marshall County Directors Fund Community Foundation of Marshall County Operating Fund Community Foundation of Marshall County Passthrough Fund Albion Library and Heritage Center Endowment Harold & Mercedes Cessford Memorial Scholarship Fund
2014 Annual Report | Community Foundation of Greater Des Moines 39
Funds Elim Lutheran Legacy Fund Friends of Melbourne Library Fund Mack & Chylena German LeGrand Community Center Endowment Zolene Melvin Music Fund
Foundation for the Enhancement of Mitchell County
Foundation for the Enhancement of Mitchell County Endowment Foundation for the Enhancement of Mitchell County Endowment II Foundation for the Enhancement of Mitchell County Passthrough Fund Cedar River Complex Foundation Endowment Cedar River Complex Foundation Fund Fox River Endowment Fox River Socks that Care Foundation Fund Halvorson Family Community Endowment Mitchell County Economic Development Commission Endowment Mitchell County Fine Arts Fund Mitchell County IMAP Fund Saints Legacy Endowment Saints Legacy Fund St. Ansgar Angel Fund St. Ansgar Booster Club Facilities Fund St. Ansgar Sons of the American Legion Community Fund
Monore County, Iowa Community Foundation Monroe County Endowment Monroe County Passthrough Fund
Okoboji Foundation
Okoboji Foundation Endow Iowa Fund Okoboji Foundation Endowment Okoboji Foundation Operations Endowment Okoboji Foundation Operations & Projects Fund Okoboji Foundation Arts & Culture Fund Okoboji Foundation Lake Quality & Environment Fund Okoboji Foundation Life Insurance Fund Okoboji Foundation Nonprofit Betterment Fund Okoboji Foundation Outdoor Experiences & Recreation Fund Bank Midwest Community Giving Fund Bank Midwest Endowment Kathy & Les Banwart Fund Bedell Family YMCA Fund Camp Foster/YMCA Fund Dickinson County Endowment Fund Endow Iowa Fund Dickinson County Endowment Fund Passthrough Fund Dickinson County Trails Endow Iowa Fund Dickinson County Trails Endowment
First Lutheran Church of West Okoboji Endow Iowa Fund First Lutheran Church of West Okoboji Fund Friends of Lakeside Lab Endow Iowa Fund Friends of Lakeside Lab Endowment Goodenow Buena Vista University Endow Iowa Fund Goodenow Family Fund Goodenow Pearson Lakes Art Center Endow Iowa Fund Eric & Kelly Hoien Family Foundation Fund Iowa Lakes Corridor Entrepreneurial Development Endow Iowa Fund Brent & Tamara Johnson Family Charitable Fund Keep Okoboji Blue Fund Lakes Regional Healthcare Foundation Endow Iowa Fund Lakes Regional Healthcare Foundation Fund Mini-Wakan Shelter & Gull Point Lodge Endow Iowa Fund Mini-Wakan Shelter & Gull Point Lodge Endowment The Park Foundation Fund Pearson Lakes Art Center Endowment YMCA of the Okobojis Endow Iowa Fund YMCA of the Okobojis Kinship Endow Iowa Fund
Community Foundation of Osceola County Community Foundation of Osceola County Endowment Community Foundation of Osceola County Passthrough Fund
Community Foundation of Greater Plymouth County
Community Foundation of Greater Plymouth County Endowment Community Foundation of Greater Plymouth County Operating Fund Community Foundation of Greater Plymouth County Passthrough Fund Merrill Community Endow Iowa Fund Plymouth County 4-H Foundation Fund
Pocahontas County Endowment
Pocahontas County Foundation Endowment Pocahontas County Foundation Operating Fund Pocahontas County Foundation Passthrough Fund
Polk City Community Foundation
Polk City Community Foundation Endow Iowa Fund Polk City Community Foundation Passthrough Fund North Polk School Foundation Fund Polk City Library Fund
40 Community Foundation of Greater Des Moines | 2014 Annual Report
Story County Community Foundation
Story County Community Foundation Endowment Story County Community Foundation Grants Endowment Story County Community Foundation Grants Passthrough Fund Story County Community Foundation Operations Endowment Story County Community Foundation Operations Passthrough Fund Anonymous (3) ACCESS Endowment ACTORS Endowment Ames Christian School Endowment Ames Education Foundation Band Endowment Ames Education Foundation Endowment Ames Foundation Endowment Ames Historical Society Endowment Ames Morning Rotary Endow Iowa Fund Ames Morning Rotary Endowment Ames Public Library Collection Endowment Ames Public Library Friends Foundation Endowment Ames Public Library Friends Foundation Project Smyles Fund The Arc of Story County-Supporting Individuals With Disabilities Fund Patricia & Louis Banitt Fund Bethany Lutheran Church Endowment Bethany Lutheran Church Operations Endowment Bethany Manor Chaplaincy Endowment Mary Ann & Jim Black Family Fund Center for Creative Justice Agency Fund Center for Creative Justice Endowment Central Iowa RSVP Endowment Central Iowa Symphony Endowment Collegiate Presbyterian Church Building Endowment Collegiate Presbyterian Church General Fund Collegiate Presbyterian Church Program Fund Collegiate Presbyterian Church University Ministry Fund Creative Artist’s Studio of Ames Endowment Cyclone Country Aktion Club Endowment Dancenter Dancer Company Foundation Fund Randa & Doyle Drake Family Fund Emergency Residence Project Endowment Endowment to Restore Ageless Educational Principles Fund Food at First Endowment Friendship Ark Homes Endowment Sidonia & Charles Goetz Ames Historical Society Endowment Marcia & Dean Handsaker Family Fund Heartland Senior Services Building Fund Heartland Senior Services Endow Iowa Fund Wilma H. & Kermit L. Helland Nevada Senior Community Center Endowment
Joyce & Tom Hertz Family Endowment Erb & Marge Hunziker Fund Indian Creek Greenbelt Trail-Story County Extension Fund Mike & Patsy Jensen Family Endowment John & Jane Fund The Jons Family Fund Betty & Dennis Keeney Family Fund Kiwanis Club of Ames Agency Fund Kiwanis Club of Ames Foundation Endowment Kuhl Family Fund Leadership Ames Endowment Mainstream Living-Reno Berg Endowment Mary Greeley Medical Center Foundation Diabetes & Nutrition Education Center Fun Mary Greeley Medical Center Foundation Endow Iowa Fund Memorial Lutheran Church & Student Center Endowment Nevada Community Historical Society Endowment Nevada Public Library Endowment Nurturing Iowa Fund Octagon Brown Fund Octagon Endow Iowa Fund Octagon General Restricted Fund Octagon Huff Fund Octagon Stone Fund Don & Louise Oleson Graettinger, IA Memorial Scholarship Fund Parulekar Family Fund The Payer Family Scholarship Endowment Raising-Readers Endowment Riverside Lutheran Bible Camp Endowment Ken Rose Endowment Rotary Club of Ames Centennial Fund Shierholz Family Fund St. Andrews Lutheran Church Endowment Phyllis & Cecil Stewart Family Fund Story County 4-H Foundation Endow Iowa Fund Story County Conservation Endowment Story County Economic Development Fund Story County Medical Center Foundation Endowment Story Theater Company Fund Sandy & Lon Strum Family Fund Tradix Fund United Way of Story County Agency Fund United Way of Story County Endow Iowa Fund United Way of Story County - Frankee Oleson Women with Initiative Endowment Dan & Peg Uthe Family Fund Brian & Laura West Empowerment Fund Brian & Laura West Family Seed Fund The Doug Williams Leadership Scholarship Endowment Youth & Shelter Services Foundation Endow Iowa Fund
Taylor County Endowment Foundation
Taylor County Endowment Foundation Fund Taylor County Endowment Foundation Passthrough Fund New Market Permanent Endowment
Endow Urbandale
Endow Urbandale Fund Endow Urbandale Operating Fund Endow Urbandale Passthrough Fund J-Hawks Booster Club Frerichs Scholarship Fund Urbandale Caring Corp Endowment Urbandale Dollars for Scholars Endowment Urbandale Education Foundation Endow Iowa Fund Urbandale Education Foundation Fund Urbandale Education Foundation Newsom Scholarship Fund Urbandale Education Foundation Scholarship Fund
Warren County Philanthropic Partnership Warren County Philanthropic Partnership Endowment Warren County Philanthropic Partnership Operating Fund Warren County Philanthropic Partnership Passthrough Fund
West Des Moines Community Enrichment Foundation West Des Moines Community Enrichment Foundation Endowment West Des Moines Community Enrichment Foundation Passthrough Fund
Wright County Charitable Foundation
Wright County Charitable Foundation Endowment Wright County Charitable Foundation Operating Fund Wright County Charitable Foundation Passthrough Fund Duane D. Asbe Charitable Endowment Been Family Fund Steve & Jeri Been Family Fund Building Families Endow Iowa Fund Building Families Endowment CCOC Endowment Clarion Public Library Endowment Hagie Manufacturing Company Charitable Endowment Alan & Lisa Hagie Family Charitable Fund Heartland Musuem Foundation Endow Iowa Fund Stewart E. Iverson, Jr. Charitable Fund James R. Johnson Endowment Lake Cornelia Improvement Endowment Lake Cornelia Improvement Fund Peterson Charitable Endowment Rowan Public Library Endowment Jack D. & Barbara A. Stoakes Charitable Fund Phyllis & Ken Stoakes Charitable Endowment Jim & Karen Weld Family Fund Wright County Fair Foundation Endow Iowa Fund Wright Medical Foundation Endow Iowa Fund Kit & Stan Zirbel Endowment
Purple highlighted counties represent Community Foundation affiliate relationships.
2014 Annual Report | Community Foundation of Greater Des Moines 41
Friends
of the Community Foundation
2013 Contributors to the Finkbine Mansion Facility Fund
2013 Contributors to the Administrative Funds
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.
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 for all by promoting charitable giving, connecting donors with causes they care about and providing leadership on important community issues. Administrative Funds include the Community Foundation Operating Funds and Johnny Danos Professional Development Fund.
Belin McCormick, P.C. Margo & Don Blumenthal Sunnie & Roger Brooks Casey’s General Stores Patty & Jim Cownie Teresa & Johnny Danos Richard L. Deming, M.D. Equitable Life of Iowa Fund Susan J. Glazer Foundation GuideOne Insurance Foundation, Inc. Teree Caldwell-Johnson & Vernon Johnson Sheila & Eric Kinman Susan & Bill Knapp Linda & Thomas Koehn Krause Gentle Foundation Cathy & Steve Lacy MidAmerican Energy Foundation Prairie Meadows Mary & Suku Radia Debbie & Doug Reichardt Janis & John Ruan III Peggy Fisher & Larry Stelter Emily & Fred Weitz
Anonymous (1) Cheryl & Garth Adams Elizabeth & David Adelman Arthur J. Gallagher Risk Management Services, Inc. Belin McCormick, P.C. JoAnn Bloom Blue Compass Interactive Margo & Don Blumenthal Valeska & Fred Buie Business Record Elizabeth & John Calhoun Carney Law Firm Pat McFarland & James Carney Kelly & Michael Carstens Sandy Hatfield Clubb & Jeffrey Clubb Cary Coppola Cornerstone Government Affairs Patty & Jim Cownie Dale Crain Teresa & Johnny Danos Brooke & Wade A. Den Hartog Des Moines Area Community College Ernst & Young Nora & Dave Everett Carolyn Farlow Foster Group Generations Wealth Management Grefe Capital Management of Raymond James
42 Community Foundation of Greater Des Moines | 2014 Annual Report
Barbara & Roger Grefe Michele & Barry Griswell Peg Armstrong-Gustafson & Gregg Gustafson Cara K. & Kurt A. Heiden Heritage Group, LLC Barb & Shawn Hobson Charlene & H. Lynn Horak Charlotte & Fred Hubbell Susan & Ted M. Hutchison ING Foundation Sheila & Eric Kinman Kristi & Lauren Knous Cathy & Steve Lacy Kaye & Richard Lozier Michelle & Craig Mahoney Meredith Corporation Foundation Mr. B Tina Mutchler Performance Management Group, LLC Vicki & Alex Piedras Pigott, Inc. Elizabeth & Philip Riley Kay & Bob Riley Mark Rupprecht Peggy Fisher & Larry Stelter Kris Pete-Swanson & Stacia Swanson Terrus Real Estate Group Angela Dethlefs-Trettin & Matt Trettin Mary & Thomas N. Urban Mary & Norman L. Van Zante Weathertop Foundation Karla Jones-Weber & Martie Weber West Wind Logistics, LLC
2013 In-Kind Contributors Business Record Google Johni Hays In The Bag Junior Achievement of Central Iowa LITE 104.1 Meredith Corporation Pattee Design + Brand Communications
2013 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 through its strategic grantmaking program. Russell & Marilyn Carlson Endowment Sandy Hatfield Clubb & Jeffrey Clubb Judy Porter & Gary Cromer Nora & David Everett John M. Gregg Barb & Shawn Hobson Kristi & Lauren Knous Patricia & James Luhrs Meredith Corporation Foundation Loree & David Miles Elizabeth & David Mulcahy Jill & Mark Oman The Seidler Foundation Joe Sorenson Peggy Fisher & Larry Stelter Maurice Stimmel Nan & Dan Valentine Vavra Charitable Fund & Endowments Emily & Fred Weitz
2014 Annual Report | Community Foundation of Greater Des Moines 43
2014
Staff
Community Foundation of Greater Des Moines
Executive
Advancement
Kristi Knous President Phone (515) 883-2703 knous@desmoinesfoundation.org
Sheila Kinman Vice President of Advancement Phone (515) 447-4207 kinman@desmoinesfoundation.org
Kaye Lozier Director of Donor Relations Phone (515) 883-9505 lozier@desmoinesfoundation.org
Karla Jones-Weber CFO & Vice President of Finance & Administration Phone (515) 883-2701 jones@desmoinesfoundation.org
Kris Pete-Swanson Controller Phone (515) 447-4200 pete@desmoinesfoundation.org
Kelly Carstens Accountant Phone (515) 447-4213 carstens@desmoinesfoundation.org
Gift Planning
Community Investment
Gordon Fischer Vice President of Gift Planning Strategies Phone (515) 447-4203 fischer@desmoinesfoundation.org
Angela Dethlefs-Trettin Vice President of Community Investment & Initiatives Phone (515) 244-0340 trettin@desmoinesfoundation.org
Finance
44 Community Foundation of Greater Des Moines | 2014 Annual Report
Anna Nalean Community Investment Associate Phone (515) 883-2629 nalean@desmoinesfoundation.org
Wade Den Hartog Director of Affiliates & Charitable Partners Phone (515) 244-0020 denhartog@desmoinesfoundation.org
Joseph Sorenson Manager of Affiliate Relations Phone (515) 447-4210 sorenson@desmoinesfoundation.org
Jennifer Stitz Accountant Phone (515) 447-4212 stitz@desmoinesfoundation.org
Sally Boeckholt Accounting Associate Phone (515) 244-0015 boeckholt@desmoinesfoundation.org
Marketing
Administration
Sara Bonney Director of Marketing & Communications Phone (515) 447-4201 bonney@desmoinesfoundation.org
Barb Hobson
Executive Assistant Phone (515) 447-4206 hobson@desmoinesfoundation.org
Eric Nihart Accounting Associate Phone (515) 447-4202 nihart@desmoinesfoundation.org
Kate McClaskey Receptionist/Administrative Assistant Phone (515) 883-2626 mcclaskey@desmoinesfoundation.org
2014 Annual Report | Community Foundation of Greater Des Moines 45
2014
Committees and Consultants
Board Leadership Cara K. Heiden – Chair Richard L. Deming, M.D.– Vice Chair Suku Radia – Secretary/Treasurer Kristi Knous – President
Executive Committee Cara K. Heiden, Board Chair Johnny Danos Richard L. Deming, M.D. H. Lynn Horak Fred S. Hubbell Kristi Knous Kyle J. Krause Steve Lacy Mary O’Keefe Suku Radia
Advancement Committee Kyle J. Krause, Advancement Chair Peg Armstrong-Gustafson Johnny Danos Richard L. Deming, M.D. Cara K. Heiden Kristi Knous Christopher E. Nelson, Ph.D. Doug Reichardt Connie Wimer*
Audit Committee Johnny Danos, Audit Chair Teri Button* Cara K. Heiden Kristi Knous Mark Rupprecht Robert Smith*
Finance Committee Suku Radia, Finance Chair Frederick V. Buie Nora Everett Julie Fuller* Cara K. Heiden Lynn Horak Kristi Knous Mark Rupprecht
Governance & Nominating Committee Steve Lacy, Governance & Nominating Chair Margo Blumenthal Jim Cownie Cara K. Heiden Kristi Knous Doug Reichardt Mark Rupprecht
Grantmaking Committee Fred S. Hubbell, Grantmaking Chair Elisabeth Buck* Teree Caldwell-Johnson Richard L. Deming, M.D. Dave Discher* Peggy Fisher Allison Fleming N. Brian Gentry Michelle Gowdy* Cara K. Heiden Kristi Knous Linda Koehn** Suzanne Mineck* Alfredo Parrish Donna Paulsen* Alejandro H. Piedras Janis Ruan Sunni Swarbrick* Thomas N. Urban
Investment Committee Lynn Horak, Investment Chair Peg Armstrong-Gustafson Roger K. Brooks Johnny Danos Mike Finnegan* Mary Gottschalk* Roger Grefe* Barry Griswell Ray Hansen* Brian Hart* Paul Hayes* Cara K. Heiden Kristi Knous Mark Oman Fred Weitz
Marketing Committee Mary O’Keefe, Marketing Chair Margo Blumenthal Suzie Glazer Burt Sandy Hatfield Clubb Diana Deibler* Cara K. Heiden Kristi Knous James E. Luhrs** Loree Miles Susan Ramsey* Robert G. Riley, Jr. Erin E. Smith* Larry Stelter* Tiffany Tauscheck*
Consultants/Advisors Belin McCormick, P.C. Wayne Reames & Steven Zumbach General Counsel Beving, Swanson & Forrest, P.C. Attorneys at Law Johni Hays Gift Planning Counsel Jacobsen & Company, LLP David Jacobsen, CPA Internal Audit Services McGladrey & Pullen, LLP Susan L. Davis, CPA Audit Services Mercer Hammond Milton P. Wilkins, Jr. Investment Consultant RSM McGladrey, Inc. Kay Hegarty, CPA Tax Services
* Indicates Non-Board Member **Indicates Board Member Emeritus
46 Community Foundataion of Greater Des Moines | 2014 Annual Report
Professional Advisors Council Bruce Campbell, Attorney at Law Davis Brown Law Firm Chris Cook, CPA, CFA Gilbert & Cook, Inc. Steven C. Despotovich, JD, CLU, ChFC, CFP® Wilson, Deege, Despotovich, Riemenschneider & Rittgers Julie A. Fuller, CFP®, CPA Generations Wealth Management, LLC Randy Hamilton, CPA, PFS, ChFC Hamilton Juffer & Associates, LLP Bud Hockenberg, Attorney at Law Coppola, McConville, Coppola, Hockenberg & Scalise, P.C. Matt Juffer, JD, CPA, CFP® Hamilton Juffer & Associates, LLP Kent Kramer, CFP®, AIF® Foster Group, Inc. James B. Langeness, Attorney at Law Duncan, Green, Brown & Langeness, P.C. Michelle Mahoney, CFP® Generations Wealth Management, LLC Adam B. Obrecht, CFP® AO Wealth Advisory Lyle Simpson, Attorney at Law Simpson, Jensen, Abels, Fischer & Bouslog, P.C. Johnne Syverson, CFP®, AEP®, CAP®, CHP Syverson Strege & Company Margaret Van Houten, Attorney at Law Davis Brown Law Firm
2014 Annual Report | Community Foundation of Greater Des Moines 47
2014
Board of Directors
Community Foundation of Greater Des Moines
Cara K. Heiden
Chair Wells Fargo Home Mortgage, Retired
Richard L. Deming, M.D. Vice Chair Mercy Cancer Center
Suku Radia
Secretary & Treasurer Bankers Trust
Kristi Knous
President Community Foundation
Emeritus
Charles Betts Robert Burnett William Friedman, Jr. G. David Hurd Ted M. Hutchison William Knapp, Sr. Linda Koehn Donald F. Lamberti James E. Luhrs J. Edward Power
Peg Armstrong-Gustafson Community Philanthropist
Margo Blumenthal
Community Philanthropist
Roger K. Brooks
AmerUs Group, Retired
Frederick V. Buie Keystone Electrical Manufacturing Co.
Suzie Glazer Burt
Community Philanthropist
Teree Caldwell-Johnson Oakridge Neighborhood
Sandy Hatfield Clubb Drake University
48 Community Foundation of Greater Des Moines | 2014 Annual Report
Jim Cownie
Fred S. Hubbell
Alejandro H. Piedras
Johnny Danos
Kyle J. Krause
Doug Reichardt
Steve Lacy
Robert G. Riley, Jr.
JSC Properties, Inc.
LWBJ Financial Community Foundation, Retired
Nora Everett
The Principal Financial Group®
Peggy Fisher
ING Group, Retired
Kum & Go, L.C.
Grand View University
Businessolvers, Inc.
Meredith Corporation
Feed Energy Company
The Stelter Company
Miles Development, LLC
Loree Miles
Janis Ruan
Allison Fleming
Christopher E. Nelson, Ph.D.
Mark Rupprecht
N. Brian Gentry
Mary O’Keefe
Thomas N. Urban
J. Barry Griswell
Mark Oman
Fred Weitz
Community & Child Advocate
Wells Fargo Bank, N.A.
The Principal Financial Group®, Retired Community Foundation, Retired
H. Lynn Horak
Wells Fargo Bank, N.A., Retired
Kemin Industries, Inc.
The Principal Financial Group®
Wells Fargo & Co., Retired
Community Philanthropist
R&R Realty Group
Pioneer Hi-Bred International, Retired
Essex Meadows, Inc.
Alfredo Parrish
Parrish Kruidenier Dunn Boles Gribble Parrish Gentry & Fisher LLP
2014 Annual Report | Community Foundation of Greater Des Moines 49
Financials Statement of Financial Position Assets
Cash & Cash Equivalents Investments Other Assets Receivables for Community Initiatives Prepaid Expenses Land, Building, Contents
12/31/13
8,463,247 265,402,447 3,019,462 1,143,305 285,666 756,106
12/31/12
2,739,119 217,205,951 2,965,130 1,494,776 366,551 766,768
Total Assets 279,070,233 Liabilities and Net Assets
225,538,295
454,479 520,674 90,414,785 187,680,295
762,612 63,930 66,305,692 158,406,061
Total Liabilities and Net Assets
279,070,233
225,538,295
Accounts, Grants, & Annuities Payable Deferred Event Revenue Agency Endowments (note) Net Assets (note)
Statement of Activities Support and Revenue FY 2013 FY 2012
Contributions (note) Investment Income (note) Other Revenue Principal Charity Classic Revenue
Total Support and Revenue
Expenses
Grants (note) Management, General & Facilities Depreciation & Amortization Principal Charity Classic Grants Principal Charity Classic Expenses
Total Expenses Net Assets
Increase Beginning of Year
End of Year
34,100,968 17,116,129 145,348 6,669,670
37,707,482 13,773,508 135,568 5,325,253
58,032,115
56,941,811
19,959,260 2,049,151 30,290 1,033,318 5,685,862
24,938,372 2,116,361 22,042 918,612 4,320,888
28,757,881
32,316,275
29,274,234 158,406,061
24,625,536 133,780,525
187,680,295
158,406,061
Note: 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 $4,328,461 are not included in grants, contributions to agency funds in the amount of $20,098,225 are not included in contributions, and investment income of agency funds in the amount of $9,105,050 is not included in investment income.
48 Community Foundation of Greater Des Moines | 2014 Annual Report 50
Community Foundation Investment Portfolios
The Community Foundation offers a variety of investment options to meet a range of charitable 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 available only 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.
12% 8% 12% 11% -30% 22% 14% 1% 12.6% 13.2% 2004 2005 2006 2007 2008 2009 2010 2011 2012
2013
The Indexed Growth Portfolio seeks maximum growth primarily through indexed funds resulting in lower active management risk.
-4.2% 10.8% 13.5%
2011
2012
2013
The Defensive Growth Portfolio is designed for growth at a more moderate level of risk.
-.5% 11.9% 7.3%
2011
2012
13 27
2013
30 60
30 70
Long-Term Growth Portfolio
70
Indexed Growth Portfolio Equities
Alternatives
Defensive Growth Portfolio Fixed Income
2014 Annual Report | Community Foundation of Greater Des Moines 51 49
1915 Grand Avenue
Des Moines, Iowa 50309 ph. 515.883.2626 fx. 515.309.0704
www.desmoinesfoundation.org
Confirmed in Compliance with National Standards for U.S.Community Foundations