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Live. Give. Better together.

2013 Report to the Community


2013 Report to the Community Table of Contents

2

Letter from the Chief Executive Officer & President

3

Community Foundation Growth

4

Endow Iowa

6

Statewide Giving

8

Connecting Kids and Culture

10

Bravo Greater Des Moines

12

Homelessness and Affordable Housing

14

80/35 Music Festival

16

Greater Des Moines Public Art Foundation

18

BoardLaunch

20

LifeTown Legacy速 Society

22

Evelyn K. Davis Center for Working Families

24

Capital Crossroads

26

Families Giving Back

28

LifeTown Legacy速 Society Members

30

Funds

40

Friends of the Community Foundation

42

Community Foundation Staff

44

Committees and Consultants

46

Board of Directors

48

Financials


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

We’re simply better together.


Dear Community Foundation Friends,

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

J. Barry Griswell Chief Executive Officer

Kristi Knous President

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Community Foundation of Greater Des Moines | 2013 Annual Report


Partners in giving $225,000,000 $50,000,000 $26,000,000 1,080

in assets

in gifts in 2012

given to our communities in 2012

charitable funds

The Community Foundation’s investment of more than $375,000 in Leadership Grants in 2012 funded: Purchase and renovation of the Des Moines Social Club’s new home at the former Firehouse in downtown Des Moines Capacity building and leadership development for the African American Leadership Forum founded by The Directors Council Des Moines Performing Arts’ renovation of Nollen Plaza in downtown Des Moines Construction of a new packaging center/warehouse building for Meals from the Heartland Bridges of Iowa’s newly developed Women’s Substance Abuse Treatment program Capacity Building Grants were awarded to twenty-four nonprofit organizations.

*As of December 31, 2012 2013 Annual Report | Community Foundation of Greater Des Moines

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Endow Iowa Endow Iowa allows taxpayers to receive a 25% Iowa tax credit in addition to normal federal charitable income tax deductions for certain charitable gifts. Our leadership in advocating for one of the nation’s most coveted philanthropic programs provides millions of charitable dollars for our future needs.

$115,000,00 in endowment gifts statewide through this 25% state tax credit

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

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Community Foundation of Greater Des Moines | 2013 Annual Report


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“Without the leadership of the Community Foundation and the personnel there, the Endow Iowa Tax Credit program would not have taken place. It inspires people to contribute back to their communities for longrange planning and create a real legacy in their own communities.” Scott Raecker Executive Director Character Counts In Iowa Former Legislator “I feel strongly that the Endow Iowa Tax Credit has increased charitable giving in Iowa and has therefore made overall quality of life better in our state. Endow Iowa continues to grow in favor with legislators in a bipartisan manner who have worked to not only create the program, but continue to grow it so all Iowans can continue to support local charities.” Peter Cownie State Representative

*As of December 31, 2012 2013 Annual Report | Community Foundation of Greater Des Moines

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Statewide Giving

The County Endowment Fund Program legislation created a community foundation presence in every Iowa county. The Community Foundation of Greater Des Moines is one of nine host community foundations in the state of Iowa that provides investment and administrative expertise for these efforts to build philanthropy with local community foundations created through the County Endowment Fund Program, encouraging new giving opportunities in rural counties and communities throughout the state.

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Community Foundation of Greater Des Moines | 2013 Annual Report

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42 counties and communities 350 funds statewide

White highlighted counties represent Community Foundation affiliate relationships.

50,000,000 in gifts to support local communities

“It’s always been important to our family to give back. Through our local community foundation we can make a difference where it really matters. Creating our family’s charitable fund made it possible to support many interests in our county and community.” Jacque and Jim Andrew Greene County Community Foundation 2013 Annual Report | Community Foundation of Greater Des Moines

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Connecting Kids and Culture Connecting Kids and Culture provides 65 percent of all funding available for in-class and field experiences for schools in Polk, Dallas and Warren counties.

students experiencing art and culture in our community “We simply could not provide these cultural experiences without the funding. The students look so forward to it and the parents are thrilled with the experiences.� Julia Taylor Principal Rolling Green Elementary School in Urbandale

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Community Foundation of Greater Des Moines | 2013 Annual Report


$712,000 invested to provide cultural experiences

The Community Foundation and Bravo Greater Des Moines recognize that with budget constraints, many schools do not have funding to provide field experiences for students. The organizations created Connecting Kids and Culture to bridge that gap and respond to this important community need. The program provides funding for admission fees and transportation to educational experiences outside the classroom and provides opportunities for educators to bring local arts and cultural experiences into their schools, while directly aligning community-based arts and cultural learning to core curriculum objectives. The Community Foundation and Bravo combined contributions from The Principal Charity ClassicŽ to start Connecting Kids and Culture in 2007 and continue to use yearly contributions from the event to support the program. “This program is brilliant. It boosts the revenue of participating cultural organizations and opens the classroom to new cultural experiences. We are so thankful for this funding that allows our organization to engage teachers and their students in purposeful discovery about the world around them.� Sherry Gupta Executive Director CULTUREALL

2013 Annual Report | Community Foundation of Greater Des Moines

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Bravo Greater Des Moines Bravo Greater Des Moines, the region’s arts council, is a nonprofit organization committed to strengthening the metro area’s arts and cultural community as a key element of a world-class quality of life.

The Community Foundation provided leadership, convened and provided funding for feasibility studies and assisted in determining sustainable funding streams as leaders in the arts and cultural arena organized themselves into what we know today as Bravo Greater Des Moines. The Community Foundation continues to provide funding and endowment management to support Bravo. “The Community Foundation recognized early on the benefits of a vibrant arts and culture scene in Greater Des Moines and provided the necessary catalyst, via financial support and staffing, to get our organization off the ground. I am so proud of what Bravo is accomplishing as an organization representing and funding the best interests of a unified arts and culture community. Together we are bringing economic growth and delightful works of art, performances and cultural activities to our community.” Sharon Krause Board Chair Bravo Greater Des Moines

10 Community Foundation of Greater Des Moines | 2013 Annual Report

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

,600,000 attend area arts, culture and heritage organization events “The momentum and growing achievement of arts and culture organizations is taking our city to new heights, creating an arts destination and providing more unique opportunities for those already living, supporting and enjoying cultural offerings in their own community.� Richard L. Early Executive Director Des Moines Symphony & Academy

2013 Annual Report | Community Foundation of Greater Des Moines

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Homelessness and Affordable Housing Strengthening Children and Families

Providing consistent funding to develop support systems for children and families is a key focus area of Community Foundation and donor grants. Developing strategies that address critical human needs issues such as homelessness, affordable housing and poverty ensure safe places and opportunity for all in our community. “The Community Foundation’s long-term commitment to housing and eliminating homelessness in Greater Des Moines allows nonprofit organizations to give families and individuals in need access to housing and to services such as case management, counseling, crisis intervention and advocacy, which are designed to stabilize families and help them become self-sufficient.� Eric Burmeister Executive Director Polk County Housing Trust Fund

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Community Foundation of Greater Des Moines | 2013 Annual Report

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2,400,000 given through donor funds and Community Foundation grants to support housing Thousands of warm meals and beds Change, one family at a time “Now we have a safe place to call home.� Alexandra McGee Participant Hawthorn Hill Home Connection

2013 Annual Report | Community Foundation of Greater Des Moines

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80/35 Music Festival

Des Moines houses the Midwestern connection hub of interstates 80 and 35, bringing a number of bands and fans traveling the “summer festival circuit” through the city. Major, cutting-edge acts that drive through Des Moines for festivals in Chicago, Milwaukee or Kansas City now stay and play thanks to the Des Moines Music Coalition’s 80/35 Music Festival. The Community Foundation’s Leadership Grant to the Des Moines Music Coalition launched the 80/35 Music Festival in 2008. “Des Moines is ideally positioned in the upper Midwest to be a destination for live music. The Community Foundation came along at a critical time as our founding funder and provided seed money that enabled us to put this festival together. I give them a lot of credit for having the vision to take this idea and help us implement it.” Loyd Ogle Co-founder and Past President Des Moines Music Coalition

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Community Foundation of Greater Des Moines | 2013 Annual Report

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150,000 music fans, 200 bands, 100 local acts

“You can feel the energy in the air…. Des Moines has arrived!” Jennifer Hansen Owner eden boutique in the East Village

2013 Annual Report | Community Foundation of Greater Des Moines

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Greater Des Moines Public Art Foundation

The Greater Des Moines Public Art Foundation is responsible for advancing the community’s public art program and collaborating to create innovative opportunities for art integration throughout Greater Des Moines. The Community Foundation was an early partner in the establishment of the Greater Des Moines Public Art Foundation and continues to provide fund administration. “Des Moines is blessed with a tradition of public art that far exceeds communities twice our size. This tradition speaks volumes about our values and contributes greatly to the quality of life in our city. For ten years the Greater Des Moines Public Art Foundation has facilitated public/private partnerships to realize significant public artworks. Over this entire time, the Community Foundation has been a vital partner.” Paul Mankins Board Chair Greater Des Moines Public Art Foundation

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Community Foundation of Greater Des Moines | 2013 Annual Report

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8,800,000 invested or leveraged for public art in our community

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

2013 Annual Report | Community Foundation of Greater Des Moines

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BoardLaunch Strengthening Charitable Organizations

Strong nonprofit organizations must have effective and engaged board members, and part of our mission is to strengthen charitable organizations. The Community Foundation BoardLaunch training series enhances the management and leadership skills of local nonprofit boards by providing technical, governance and leadership instruction. “We talk about fundraising and responsibilities of a board, but when we sent new and seasoned members to a BoardLaunch workshop, a spark ignited. They felt enabled with great information and inspired to become more engaged. We are so thankful the Community Foundation continues to respond to the needs of the nonprofit sector with timely and affordable training opportunities for our board and staff team.� Sherri Nielsen President/CEO Easter Seals Iowa

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Community Foundation of Greater Des Moines | 2013 Annual Report


450 charitable organizations strengthening leadership skills

1,900 nonprofit board and staff members trained “This is how a strong board operates! We’re following best practices and improving our organization with new skills learned.” Conrad Hanson Board Member Easter Seals Iowa

2013 Annual Report | Community Foundation of Greater Des Moines

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LifeTown Legacy® Society Planned gifts provide future support

LifeTown Legacy® Society members have established a permanent endowment or made a planned gift through the Community Foundation to give back to the community which has been so important in shaping their lives. “This dedicated and visionary group of givers recognizes future support will be needed to ensure our community continues to be a vibrant place to call home. LifeTown members represent a special group of givers at the Community Foundation who have the vision to endow or plan gifts that will benefit their favorite charities and our community well into the future.” Kaye Lozier Director of Donor Relations Community Foundation Permanent endowments can be established through gifts designated in a will or estate plan, gifts through a life insurance policy, IRA, 401(k) plan, real estate, charitable gift annuities, charitable remainder trusts, or gifts of cash or appreciated assets made during your lifetime. You can establish a named Legacy Fund to receive your planned gifts and personally communicate how your charitable contributions will forever benefit your favorite charities.

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Community Foundation of Greater Des Moines | 2013 Annual Report


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

“Our family’s permanent endowment provides charitable organizations with the funding they need to do what they do best, both now and in the future.” Lynette and Kurt Rasmussen Members LifeTown Legacy® Society

2013 Annual Report | Community Foundation of Greater Des Moines

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Evelyn K. Davis Center for Working Families Meaningful Employment

$657,000 invested in the Evelyn K. Davis Center for Working Families by Community Foundation grants and donor funds

“I have a meaningful job and can provide opportunities for my son because of the career assistance I received at the Evelyn K. Davis Center for Working Families. The Center staff didn’t give up on me, so I didn’t give up.” Affie Robinson Certified Nursing Assistant Bickford Cottage in West Des Moines

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Community Foundation of Greater Des Moines | 2013 Annual Report


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

The Community Foundation and Des Moines Area Community College led the creation of the Evelyn K. Davis Center for Working Families. The Center provides an integrated program of services, including direct job placement assistance, career enhancement programs, social, family and workforce support services and training. Community leaders, neighborhood residents and local businesses are working together to create change, improve quality of life and facilitate significant impact in Des Moines’ urban core. “The Evelyn K. Davis Center for Working Families takes people from wherever they are, often unemployed or facing some barrier to employment, right into the workforce, giving them a real chance to improve their lives. The Community Foundation was key to bringing this dream of a much needed employment center in the heart of Des Moines to reality. They convened key stakeholders and donors to make this project possible.” Rob Denson President Des Moines Area Community College

2013 Annual Report | Community Foundation of Greater Des Moines

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Capital Crossroads A Vision for Greater Des Moines and Central Iowa

Local leaders are taking advantage of

“When the Community Foundation and

opportunities and addressing challenges

Partnership leadership initially discussed

through a clear vision and plan for Iowa’s

the idea of developing a new bold vision

capital region. The Community Foundation

for Greater Des Moines, we knew we had

and the Greater Des Moines Partnership

an incredible opportunity to work together

collaborated with local government,

to help take Central Iowa to the next level.

education, health care, business and

The Community Foundation played a critical

community leaders on this strategic

role in launching the Capital Crossroads

community and economic development

visioning process by convening community

planning process.

leaders and providing significant funding and staffing support.

Capital Crossroads focus areas include Business Capital, Capital Core, Capital

Capital Crossroads is the only

Corridor, Cultural Capital, Environmental

comprehensive regional vision plan that

Capital, Governance Capital, Human Capital,

we are aware of that has a strong focus

Physical Capital, Social Capital, Urban Core

on social capital. Community Foundation

and Wellness Capital. Each of the capital

leaders were instrumental in ensuring

plans impacts growth in its area of focus and

that civility, diversity, and next generation

on an integrated basis.

leadership were key elements of the Capital Crossroads plan, and the Community Foundation is currently helping lead the implementation of the Social Capital work platform. This unique regional focus certainly will give Greater Des Moines yet another competitive advantage moving forward.” Jay Byers Chief Executive Officer Greater Des Moines Partnership

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Community Foundation of Greater Des Moines | 2013 Annual Report


5,000 local voices contributed to the process 5-year vision strategy for the region 11 areas of focus moving our region forward

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

2013 Annual Report | Community Foundation of Greater Des Moines

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Mosqueda Family Families Giving Back Nada es imposible.

When Richard and Antonia Mosqueda

The practice became important to his

opened the first Tasty Tacos in 1961, they

children, and the family recently established

had two tables in their small restaurant, the

the Mosqueda Family Foundation Fund at

family recipe and a lot of faith. Fifty years and

the Community Foundation to facilitate their

five locations later, the family is adding structure

charitable giving. The family considered

to a practice that has always been important –

opening a private foundation, but at the advice

charitable giving.

of their attorneys Scott Riemenschneider and Steve Despotovich, worked with the

Daughter of the founders and current president

Community Foundation to minimize costs and

of Tasty Tacos Linda Mosqueda-Blair says her

administration.

father had a reputation for giving to whoever was in need, even when he didn’t have a lot to give.

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Community Foundation of Greater Des Moines | 2013 Annual Report


Started with $500 and 6 kids 3 generations in the family business 50 years of Tasty Tacos

$500 invested to start Tasty Tacos 50 years ago

“We are an Iowa company and family. Des Moines has made us what we are, and we are proud to support our local community.� The Mosqueda Family Margaret Chilton, Antonia Mosqueda, Linda Mosqueda-Blair, Jenni Gardner, Matt Blair, Andre Mosqueda, Ron Mosqueda, Rick Mosqueda 2013 Annual Report | Community Foundation of Greater Des Moines

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2013

LifeTown Legacy速 Society Members

Anonymous (9) Gregory E. Abel Elizabeth & David Adelman Nancy & Bill Ambrose Lori & Larry Baker Janice M. Beal 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 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 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 Charles C. Edwards, Jr. Dr. Jean Noel Eucher & Ralph C. Eucher Nora & Dave Everett Theresa Wahlig, M.D. & Mark Feldmann Lois & Louis Fingerman Monica & Gordon Fischer Allison Wilson Fleming Ann Wallace* & Robert J.* Fleming Charise & Rory Flynn

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Community Foundation of Greater Des Moines | 2013 Annual Report

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 Alison & Jake Gaskell Sara & Jon Gaskell Ann & John Ghrist, M.D. Rodie & Tom Gibson 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 Julie & Brian Hart Hugh Hawkins The Hawley Family Susan & Jason Hellickson Carmen & Brian Herbel Kim & Heath Hinkhouse 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 Lori & Bruce Johnson Tamara & Brent Johnson Amber & Matt Juffer Lori & Sam Kalainov Mary A. & John F. Keck David & Lola Kenworthy


Joan* & Gary Kirke Susan & Bill Knapp Kristi & Lauren Knous Linda & Tom Koehn Nancy & Bill Krause Sharon S. & Kyle J. Krause David Kruidenier* 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 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 Kay Myers 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 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 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 Andrea Wasson 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

2013 Annual Report | Community Foundation of Greater Des Moines

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Funds Better Together Funds Visionary philanthropists with broad charitable interests are making sure their gifts last forever by establishing funds that benefit the Better Together Fund. These flexible dollars provide the Community Foundation’s Board of Directors with the ability to respond to emerging community needs through its grantmaking programs. Community Foundation of Greater Des Moines Better Together Endow Iowa Fund Community Foundation of Greater Des Moines Better Together 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 Jill & Mark Oman Leadership Endowment H.S. Ostlin Fund Marvin Pomerantz Fund Sages Over 70 Fund Strasser Charitable Endowment Strasser Charitable Trust Fund 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 to support a variety of causes through their funds anytime they choose. These funds offer a simple, powerful and highly personal approach to giving. Anonymous (10) Gregory E. Abel Endowment David & Elizabeth Adelman Endowment

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Kip & Debbie Albertson Charitable Fund Nancy & Bill Ambrose Family Fund Armstrong Gustafson Charitable Fund Larry & Lori Baker Endow Iowa Fund Lori & Larry Baker Family Fund Bartlett Family Foundation Fund Belin McCormick Fund Christine & Clark Bening 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 Bruce & B.J. Boyle 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 Robert A. & Gloria Burnett Fund Judith Bussard Cancer Memorial Fund Joyce & Rick Chapman Fund Charling Family Charitable Fund Chevalier Family Charitable Fund Chevalier Family Endowment Chungath Family Endowment Chungath Family Fund Christine & Brendan Comito Fund Conlin Family Iowa Charitable Giving Fund Roxanne & James Conlin Fund Constantine Charitable Family Fund Graham Cook & Catherine Bennett Charitable Fund Robert C. Cook Fund for Salvadoran Family Dignity Julie & Michael Coppola Family Charitable Fund Julie & Michael Coppola Family Endow Iowa Fund Mary & Peter Cownie Charitable Fund Patty & Jim Cownie Charitable Fund Patty & Jim Cownie Permanent Endowment Sue & Craig Damos Family Endowment 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 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

Community Foundation of Greater Des Moines | 2013 Annual Report

Douglas B. Dorner, M.D. & Carole Villeneuve Fund Donald & Janice Doudna Charitable Fund Sheila & Tim Drevyanko Fund Cec & Rusty Dunn Memorial Music Fund Easter Family Fund Marian & Don Easter Fund Adah Lillian Edmunds Fund Charlie Edwards Fund Equitable Life of Iowa Fund Dave & Nora Everett Charitable Fund Mark Feldmann & Theresa Wahlig, M.D. Endowment Gordon & Monica Fischer Fund Peggy A. Fisher Family Foundation Fund Allison & Jim Fleming Fund Fleming Family Charitable Fund Folden Family Charitable Fund Dennis & Linda Folden Endow Iowa Fund Randy & Bonnie Forburger Fund Frazier Family Endowment Frazier Family Fund 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 Jordan Harms Charitable Fund KR Harrington Fund Hart Family 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 Holmes Murphy Charitable Fund Holmes Murphy Permanent Endowment Hook’s Harvest Fund Horak Family Charitable Fund Daniel & Joan Houston Charitable Fund II 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


James & Helen Hubbell/Harriet Houx Hubbell Charitable Fund James & Helen Hubbell/Michael & Deborah Hubbell Charitable Fund Tamara & David Hubler Charitable Fund G. David Hurd Fund Phyllis & Joe E. Hutchinson Family Endowment In His Name Fund Iowa Business Growth Endowment 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 Bev & Brad Jensen Family Fund J.L.J. Family Fund Johannsen Family 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 Harvey & Mary Kadlec Charitable Fund Lori & Sam Kalainov Fund KCM Fund Ed & Sue Kenny Charitable Fund Dave & Lola Kenworthy Family Foundation Fund David & Lola Kenworthy Endow Iowa 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 Thomas & Linda Koehn Family Fund Kevin & Mary Krause Family Charitable Fund Kyle & Sharon Krause Fund Kum & Go Charitable 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 The Littlefield Family Charitable 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 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 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 Richard & Patricia Noyce Fund Shelley L. & James W. Noyce Endow Iowa Fund Shelley L. & James W. Noyce Fund Obrecht Family 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 Lynsey L. Oster Endowment Timothy & Angela Otten Family 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 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 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 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 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 Bernard L. Spaeth Fund Larry P. Stelter Family Foundation Fund Storey Kenworthy/Workspace Charitable 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 TLG Foundation Fund Wayne & Priscilla Van Heuvelen Fund Van Meter Industrial Fund Vasquez Catholic Education Endowment Vavra Charitable Fund Venter Family Endowment Stanley & Virginia Ver Ploeg Fund Vratsinas Foundation Fund Wendy & Lou Waugaman Fund Steven & Kimberly Weber Family Endowment Wheeler Family Fund

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Funds Steve & Michele Whitty Charitable Fund Ruth Wallace Wijkman Fund Bob & Gladys Wilkins Charitable Fund Wilkinson Family Fund for Education & Democracy Connie Wimer Fund Witmer Family Fund Linda & Michael Witte Family Fund Wittmack 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. The committee collectively identifies the causes it will support. 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 Golden K Kiwanis Special Projects Fund Iowa Commercial Real Estate Association Endowed Scholarship Fund Kreg Charitable Fund Liberty Fund Maddie’s Circle Committee Advised Fund I Maddie’s Circle Committee Advised Fund II The Power of We Charitable Fund Remember the Heroes Foundation Fund Storey Kenworthy Endow Iowa Fund Thomas N. Urban & Mary B. Urban Fund Designated Funds Designated Funds are established by a donor to benefit a specific organization and maintain assets that help ensure the sustainability of the organization. Distribution of investment income to the chosen organization is made on an annual basis, creating a stable income stream. Anonymous (1) Angel’s Touch Foundation Fund Myron & Jacqueline Blank Sculpture Fund Boys & Girls Clubs of Central Iowa Endow Iowa Fund Broadlawns Medical Center Foundation Endow Iowa Fund

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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 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 Club Chris Fund Community in Schools Operating Fund DesMoinesArts, Inc. Fund Des Moines Art Center Endowment Des Moines Community Playhouse-John Viars Endowment Des Moines Performing Arts Endow Iowa Fund 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 Disability Mentoring Day Iowa Fund Dowling Catholic Pathways for Success Endowment The Dut Jok Youth Foundation Fund Empowering Children of Incarcerated Parents 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 Fleming Family Foundation United Way Fund Forest Avenue Library Endowment Forest Avenue Library Mid-City Vision Brick Fund Fort Des Moines Museum Fund Johnnie Friedman Prize Endowment Grand View University Endow Iowa Fund Grandview Park Baptist School - Townsend Industries Employees Endowment Greenwood Park Rose Garden Permanent Endowment

Community Foundation of Greater Des Moines | 2013 Annual Report

Grimes Public Library Fund Michele I. & J. Barry Griswell United Way Fund Harkin Institute of Public Policy at Iowa State University Fund Heart of Iowa Fund Hinder Club Youth Handball 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 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 Tony Lamberti Fund for Faith-Based Prison Aftercare Latino Forum Fund Maddie Levitt Des Moines Art Center Permanent Endowed Fund J. Locke & Harriet S. Macomber Funds Des Moines Symphony Association Endowment Drake University Law School Endowment United Way of Central Iowa Endowment YMCA Heritage Club Endowment 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 Patricia & Richard Noyce Endow Iowa Fund Logan Oglesbee Memorial 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 Schiller Family Fund Raymond Schumann Fund Science Center of Iowa Endow Iowa Fund Craig & Kimberly Shadur Fund Loretta Sieman Charitable Fund Simpson College Endow Iowa Fund Teacher Tools 4 Tomorrow 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 Weitz Family Fund for the benefit of Hoyt Sherman Place Foundation Martha A. Willits Fund Connie Wimer Designated Fund Legacy Funds Donors establish Legacy Funds to receive their planned gifts and personally communicate how their charitable contributions will forever benefit their favorite charities. Janice M. Beal Charitable Fund Boal Family Fund Eric & Kathy Crowell Family Foundation Fund Allison Fleming Fund Tom & Sally Graf Legacy Fund Tom Hamilton Charitable Fund Hays-Schlindwein Fund Jones-Weber Legacy Fund Jack & Myrt Levin Family 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 holds and invests the endowment assets, providing responsible and professional fund management. Distributions from the fund are granted back to the agency to be used at the discretion of its governing board. Abraham Lincoln High School Alumni Foundation Fund Anawim Housing Rent Relief Fund Animal Lifeline Endow Iowa Fund ARL Endow Iowa 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 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 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 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 Community Playhouse Funds Des Moines Community Playhouse Bookey Education Intern Fund Des Moines Community Playhouse- Joanne & Milt Brown Artistic Excellence Fund Des Moines Community Playhouse Fund Des Moines Community Playhouse-Kate Goldman Education Fund Des Moines Community Playhouse-Liska Miller Scholarship for Continuing Education Fund 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 Social Club Endow Iowa Fund Des Moines Triathlon Club Foundation Fund Eyerly Ball Community Health Services Fund First Assembly of God Church Des Moines, Iowa Fund Freestore Charitable Fund Gateway Dance Theatre Foundation 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 Gustafson & Byers Development Fund Habitat for Humanity, Des Moines Fund Hawthorn Hill Endow Iowa Fund Heartland Resource Conservation & Development (RC & D) Fund Hispanic Educational Resources Endowment Holy Family Inner-City Youth Fund 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 Fund IFAA Rainy Day Fund IFAA Rastetter Scholarship Fund

2013 Annual Report | Community Foundation of Greater Des Moines

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Funds IJAG Endow Iowa Fund IJAG Expansion Fund INGOAux Endow Iowa Fund INGOAux Fund Institute for Character Development Endowment Iowa Coalition Against Domestic Violence Endowment Iowa Foster & Adoptive Parents Association Fund Iowa Foundation for Justice Endow Iowa Fund Iowa Foundation for Justice Endowment Iowa Home School Fund Iowa Insurance & Financial Services Education Foundation Fund Iowa Insurance Hall of Fame Scholarship Endowment 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 State Fair Blue Ribbon Foundation Endow Iowa Fund IRIS Endowment John R. Grubb YMCA Endowment 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 Endowment Keep Iowa Beautiful Permanent Endowment Link Foundation Fund Lutheran Church of the Cross Endowment Lutheran Services in Iowa (LSI) Fund Lutheran Church of Hope Foundation Endow Iowa Fund Lutheran Church of Hope Foundation Fund Kathy McFarlin Endowment for Iowa CCI Staff Development 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

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Orchard Place Funds James Evans & Helen Anderson Cooney Family Endowment for Orchard Place Orchard Place Aliber Fund Orchard Place Child Guidance Center Fund Orchard Place Education Fund Orchard Place Endow Iowa Fund Orchard Place Endow Iowa Sexual Abuse Survivors Fund Orchard Place Fund Helen Westfall Endowment Fund for Orchard 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 St. Mark Endowment St. Mark Lutheran Endowment (est. 2010) United Way of Central Iowa Endow Iowa Fund United Way of Central Iowa Endowment 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

Community Foundation of Greater Des Moines | 2013 Annual Report

Field of Interest Funds Field of Interest Funds connect donors with their passions and specific areas of need in the community. Education, the arts, the environment and disadvantaged youth and families are a few areas donors can support through these funds. The Community Foundation awards grants to community organizations and programs that are making a difference in the areas selected. The Andrew Giving Fund Arts & Culture Technical Assistance Fund Kimberly S. Avenarius Ovarian Cancer Memorial 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 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. Community Conversations-Civility Series Fund Community Connect: Mentors Inspiring Success Fund Connecting Kids & Culture Fund Des Moines Regional Skatepark Fund Des Moines Urban Beautification Fund Gray’s 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 Nollen Plaza Fund Principal/City of Des Moines Riverwalk Fund Restoration Ingersoll Fund


Scholarship Funds

Charitable Gift Annuities

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 of the amount transferred to the Community Foundation establishes a fund to benefit a charity of the donor’s choice and the remainder is returned to a designated recipient as scheduled income payments.

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. Dethlefs/Trettin Family Fund Katy & Ryan Flynn Charitable Fund RC Flynn Foundation Fund Tammy & Brian Gentry Family Fund Johni Hays & David Schlindwein Charitable Fund Herbel Family Charitable Fund Sheila & Eric Kinman Endowment Lauren & Kristi Knous Charitable Fund Matthew McCoy Charitable Fund Matthew & Heather McDermott Family Endowment Meals from the Heartland Endow Iowa Fund John & Brooke Mickelson Family Charitable Fund Julie Mickelson Charitable Fund Ellen & Bruce Nelson Charitable Fund June Owens Charitable 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 (2) 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 Richard Riley CGA Fund Verna Ritchie Fund to benefit Planned Parenthood of Greater Iowa West CGA Fund Administrative Funds Administrative Funds support the success of the Community Foundation by providing funding for the Community Foundation to carry out its mission to improve quality of life. Community Foundation Endow Iowa Finkbine Mansion Facility Fund Community Foundation Endow Iowa Operating Fund Community Foundation Finkbine Mansion Facility Fund Community Foundation Operating Fund Johnny Danos Professional Development Fund

Accounting Services for Nonprofits The Community Foundation provides professional accounting and administrative services for organizations ready to spend more time fulfilling their missions and less time on financial administration. Nonprofit Accounting Services clients establish funds to hold their operating dollars, and the Community Foundation processes all gifts and disbursements, records all accounting transactions and provides monthly financial reports. Above & Beyond Cancer Operating Fund Boys & Girls Clubs of Central Iowa Operating Fund Bravo Greater Des Moines Operating Fund Catholic Foundation of Southwest Iowa Operating Fund Communities in Schools Operating Fund Des Moines Social Club Operating Fund Free Clinics of Iowa Operating Fund Greater Des Moines Public Art Foundation Operating Fund Hawthorn Hill Operating Fund Iowa Chronic Care Consortium Operating Fund Iowa Home Ownership Education Project (IHOEP) Operating Fund ISED Ventures Operating Fund Joppa Outreach Operating Fund Mid-Iowa Health Foundation Operating Fund Prevent Child Abuse Iowa Operating Fund River Front Development Authority Operating Fund Safeguard Iowa Partnership Operating Fund StageWest Theater Company Operating Fund

Supporting Organizations A supporting organization is operated by the Community Foundation. The purpose of these supporting organizations is to allow the Community Foundation to receive gifts of privately held stock and property and to serve as the host charity for The Principal Charity ClassicÂŽ. GDMCF Charitable Trust GDMCF Charity Golf Classic, LLC GDMCF Properties, LLC

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Funds 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 Altoona Community Foundation Altoona Community Foundation Endowment Altoona Community Foundation Passthrough Fund Anonymous (1) Altoona Campus Robert & Sharon Townsend Endowment Boone County Community Endowment Boone County Endowment Boone County Passthrough Fund Beckwith Boone County Community Services Endowment F. William Beckwith DMACC (Boone) Scholarship Fund F. William Beckwith Search & Rescue Fund Boone County Community Endowment Operating Fund Boone County Fair Endowment Boone County Historical Society Endowment Boone First United Methodist Church Endowment Foundation for the Boone Area Humane Society Endowment Foundation for the Boone Area Humane Society Fund Rotary Endowment for Entrepreneurship Development in Iowa Fund Sacred Heart School Endowment Buena Vista County Community Foundation Buena Vista County Community Foundation Endowment

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Buena Vista County Community Foundation Passthrough Fund Hanover Historical Society Foundation Fund Jewel Lodge Scholarship Fund Spooner Family Fund Calhoun County Community Foundation Calhoun County Community Foundation Endowment Calhoun County Community Foundation Passthrough Fund Connie Betts Mills Memorial Scholarship Fund Southern Cal School Foundation Endow Iowa Fund St. Paul Evangelical Lutheran Endowment Greater Carlisle Community Foundation 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 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 Operating Fund Dallas County Foundation Passthrough Fund Davis County Foundation Davis County Community Foundation Endowment Davis County Community Foundation Passthrough Fund John Edward & Frances Amstutz Fund Greene County Community Foundation Greene County Community Foundation Endowment Greene County Community Foundation Endowment II Greene County Community Foundation Passthrough Fund

Community Foundation of Greater Des Moines | 2013 Annual Report

Greene County IMAP 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 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 Enhance Hamilton County Community Foundation Enhance Hamilton County Foundation Endowment Enhance Hamilton County Foundation Operating Fund Enhance Hamilton County Foundation Passthrough Fund Brian & Nancy Holt Charitable Fund Mary Jo & Marvin D. Johnson Family Charitable Fund Mike & Carol Peterson Family Charitable Fund South Hamilton Schools-Endow Iowa Fund Wahrenbrock-Vavroch Family Scholarship Fund Max & Carloyn Whitlock Instrumental Music Education Fund Hancock County Foundation Hancock County Foundation Endowment Hancock County Foundation Operating Fund Hancock County Foundation Passthrough Fund Hancock County Nonprofit Betterment 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 Hardin County Arts & Culture Endowment Hardin County IMAP Fund 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 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 Recreational Trails Endowment William J. Harris & Judith M. Harris Scholarship Fund Grace Hibner American Legion Scholarship Endowment Hubbard Public Library Endowment Iowa Falls American Legion Veterans’ Memorial Endowment Iowa Falls Firefighters Endowment Iowa Falls First United Methodist Church Endowment Janice Kramer Steamboat Rock Veterans Monument Endowment Hunter Krause Scholarship Fund Kruse Family Scholarship Fund Leadership Iowa Falls Experience (LIFE) Endowment New Providence Cemetery Association Endowment New Providence Community Endowment Nissly & Nissly Foundation Fund Quakerdale Endowment Dale Rankin Memorial Scholarship Fund Renewal Community Fund Scenic City Empress Boat Club 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 Community 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 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 Foundation 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 Passthrough 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 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 Mitchell County IMAP 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 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

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Funds Monroe 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 Bedell Family YMCA Fund Camp Foster/YMCA Fund Dickinson County Endowment Fund Endow Iowa Fund Dickinson County Endowment Fund Passthrough Fund Friends of Lakeside Lab Endow Iowa Fund Friends of Lakeside Lab Endowment 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 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

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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 Passthrough Fund Merrill Community Endow Iowa Fund Plymouth County 4-H Foundation Fund Pocahontas County Foundation 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 Sac County Endowment Foundation Sac County Endowment Foundation Fund Sac County Endowment Foundation Passthrough Fund Auburn Community Foundation Fund East Sac County Schools Scholarship Fund Foundation for the Enhancement of Sac City Endowment Odebolt Arthur Education Foundation Endow Iowa Fund Story County Community Foundation Story County Community Foundation Endowment Story County Community Foundation Operations Endowment Story County Community Foundation Grants Passthrough Fund Story County Community Foundation Operations Passthrough Fund Story County Community Foundation State Endowment Story County Economic Development Fund Anonymous (3) ACCESS Endowment ACTORS Endowment Ames Christian School Endowment

Community Foundation of Greater Des Moines | 2013 Annual Report

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 Fund The Arc of Story County-Supporting Individuals With Disabilities Fund Patricia & Louis Banitt Fund 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 Citizens Restoring Education Central to American Greatness 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 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 Erb & Marge Hunziker 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 Mary Greeley Medical Center Foundation Diabetes & Nutrition Education Center Fund


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 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 Phyllis & Cecil Stewart Family Fund Story County 4-H Foundation Endow Iowa Fund Story County Conservation Endowment Story County Medical Center Foundation Endowment 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 YSS of Boone & Story County Crisis Intervention & Counseling Endowment Taylor County Endowment Foundation Taylor County Endowment Foundation Fund Taylor County Endowment Foundation Passthrough Fund New Market Permanent Endowment

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 Endowment 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 Steve & Jeri Been Family Fund Clarion Public Library Endowment Hagie Manufacturing Company Charitable Endowment Alan & Lisa Hagie Family Charitable Fund Stewart E. Iverson, Jr. Charitable 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

Endow Urbandale Endow Urbandale 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

2013 Annual Report | Community Foundation of Greater Des Moines

39


Friends

of the Community Foundation

2012 Contributors to the Finkbine Mansion Facility Fund

2012 Contributors to 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 include the Community Foundation Operating Funds and Johnny Danos Professional Development Fund.

Aviva Charitable Foundation Margo & Don Blumenthal Gloria & Bob Burnett Suzie Glazer Burt & Gregory Burt Casey’s General Stores Karin & Charles C. Edwards, Jr. Equitable Life of Iowa Fund Tammy Westhoff Gentry & Brian Gentry GuideOne Insurance Foundation, Inc. Cara K. & Kurt A. Heiden Charlotte & Fred Hubbell Teree Caldwell-Johnson & Vernon Johnson Susan & Bill Knapp Krause Family Foundation Fund Cathy & Steve Lacy Kaye & Richard Lozier Loree & David Miles Mary O’Keefe & Jeff Nall Linda & Christopher E. Nelson, Ph.D. Jill & Mark Oman Mary & Suku Radia Debbie & Doug Reichardt Kay & Bob Riley Janis & John Ruan III Mark Rupprecht Peggy Fisher & Larry Stelter Dotty & Stan Thurston Mary & Thomas N. Urban West Bank Richard Willis

40

Anonymous (1) Claude W. & Dolly Ahrens Foundation, Inc. Arthur J. Gallagher Risk Management Services, Inc. Belin McCormick, P.C. Blue Compass Interactive Sally Boeckholt Jessica & Brenton M. Brown Gloria & Bob Burnett Carney Law Firm Glenda & Lyle Carpenter Betsy Carroll Cornerstone Government Affairs, David Adelman Eric Cowling Teresa & Johnny Danos Brooke & Wade A. Den Hartog Des Moines Area Community College Des Moines Business Record Karin & Charles C. Edwards, Jr. Ernst & Young Nora & Dave Everett Allison & James Fleming Generations Wealth Management Lori Gilroy Grefe Capital Management of Raymond James & Associates, Inc. Michele & Barry Griswell Hansen Company, Inc. Cara K. & Kurt A. Heiden Charlene & H. Lynn Horak Charlotte & Fred Hubbell Susan & Ted M. Hutchison Iowa Council of Foundations Iowa Outdoor Products Teree Caldwell-Johnson & Vernon Johnson

Community Foundation of Greater Des Moines | 2013 Annual Report

Sheila & Eric Kinman Kristi & Lauren Knous Kaye & Richard Lozier Meredith Corporation Foundation Midlands Choice, Inc. Mr. B Mary O’Keefe & Jeff Nall NCMIC Foundation Timothy Otten Family Margaret Stuart & Alfredo Parrish Performance Management Group, LLC Pigott, Inc. Donna L. Paulsen & Thomas E. Press Principal Financial Group Foundation, Inc. Kay & Bob Riley Janis & John Ruan III Mark Rupprecht Sean Sovacool Peggy Fisher & Larry Stelter Kris Pete-Swanson & Stacia Swanson Johnne Syverson Technology by Design Terrus Real Estate Group TPG Companies U.S. Bancorp Foundation Mary & Thomas N. Urban Nan & Dan Valentine VisionPoint Advisory Group Weathertop Foundation Karla Jones-Weber & Martie Weber Emily & Fred Weitz West Wind Logistics, LLC Jonathan H. Zarley


2012 In-Kind Contributors Crème Cupcake + Dessert Des Moines Business Record Des Moines Performing Arts Google Johni Hays LITE 104.1 Steve Pattee, Pattee Design The Principal Financial Group Wells Fargo Private Bank

2012 Contributors to the Better Together Fund

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

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

Baker Electric, Inc. Jean Creighton Bell Business Publications Judy Porter & Dr. Gary Cromer Teresa & Johnny Danos Doris Eby Nora & Dave Everett Allison & James Fleming Barbara Hurd Memorial Fund ING Sheila & Eric Kinman Kaye & Richard Lozier Patricia & James E. Luhrs Joan Mannheimer Meredith Corporation Foundation Loree & David Miles Ramsey Family Charitable Foundation The Seidler Foundation Peggy Fisher & Larry Stelter Vavra Charitable Fund & Endowments Brad Weber

2013 Annual Report | Community Foundation of Greater Des Moines

41


2013

Staff Community Foundation of Greater Des Moines

Executive

J. Barry Griswell Chief Executive Officer Phone (515) 883-2626

advancement

Kristi Knous President Phone (515) 883-2703 knous@desmoinesfoundation.org

Sheila Kinman Vice President of Advancement Phone (515) 447-4207 kinman@desmoinesfoundation.org

Kris Pete-Swanson Controller Phone (515) 447-4200 pete@desmoinesfoundation.org

Kelly Carstens Accountant Phone (515) 447-4213 carstens@desmoinesfoundation.org

finance

Karla Jones-Weber CFO & Vice President of Finance & Administration Phone (515) 883-2701 jones@desmoinesfoundation.org community investment

Angela Dethlefs-Trettin Director of Community Investment & Initiatives Phone (515) 244-0340 trettin@desmoinesfoundation.org 42

Community Foundation of Greater Des Moines | 2013 Annual Report

marketing

Anna Nalean Community Investment & Marketing Assistant Phone (515) 883-2629 nalean@desmoinesfoundation.org

Jessica Brown Director of Marketing & Communications Phone (515) 447-4201 brown@desmoinesfoundation.org


Kaye Lozier Director of Donor Relations Phone (515) 883-9505 lozier@desmoinesfoundation.org

Wade A. Den Hartog Director of Affiliates & Charitable Partners Phone (515) 244-0020 denhartog@desmoinesfoundation.org

Jennifer Stitz Accountant Phone (515) 447-4212 stitz@desmoinesfoundation.org

Sally Boeckholt Accounting Associate Phone (515) 244-0015 boeckholt@desmoinesfoundation.org

Eric Nihart Bookkeeper Phone (515) 447-4202 nihart@desmoinesfoundation.org

administration

Kathy Matthews Executive Assistant Phone (515) 447-4206 matthews@desmoinesfoundation.org

Barb Hobson Receptionist Phone (515) 883-2626 hobson@desmoinesfoundation.org

2013 Annual Report | Community Foundation of Greater Des Moines

43


2013

Committees and Consultants

Executive Committee

Governance & Nominating Committee

Cara K. Heiden, Executive Chair Richard L. Deming, M.D. J. Barry Griswell H. Lynn Horak Fred S. Hubbell Kristi Knous Kyle J. Krause Mary O’Keefe Suku Radia Fred Weitz

Suku Radia, Governance & Nominating Chair Margo Blumenthal Jim Cownie J. Barry Griswell Cara K. Heiden Kristi Knous Doug Reichardt Mark Rupprecht

Advancement Committee

Grantmaking Committee

Kyle J. Krause, Advancement Chair Peg Armstrong-Gustafson Johnny Danos Richard L. Deming, M.D. J. Barry Griswell Cara K. Heiden Kristi Knous Christopher E. Nelson, Ph.D. Doug Reichardt Connie Wimer*

Fred S. Hubbell, Grantmaking Chair Teree Caldwell-Johnson Richard L. Deming, M.D. Dave Discher* Charles C. Edwards, Jr. Peggy Fisher Allison Fleming* N. Brian Gentry Michelle Gowdy* J. Barry Griswell Cara K. Heiden Kristi Knous Linda Koehn** Suzanne Mineck* Alfredo Parrish Donna Paulsen* Alejandro H. Piedras Janis Ruan Thomas N. Urban Maureen Wolf*

Audit Committee Johnny Danos, Audit Chair Teri Button* J. Barry Griswell Cara K. Heiden Kristi Knous Robert Smith* Finance Committee

Investment Committee H. Lynn Horak, Finance Chair Frederick V. Buie Nora Everett Julie Fuller* J. Barry Griswell Cara K. Heiden Kristi Knous Mark Rupprecht

44

Fred Weitz, Investment Chair Peg Armstrong-Gustafson Roger K. Brooks Johnny Danos Mike Finnegan* Mary Gottschalk* Roger Grefe* J. Barry Griswell Brian Hart* Paul Hayes* Cara K. Heiden Kristi Knous Mark Oman

Community Foundation of Greater Des Moines | 2013 Annual Report

Marketing Committee Mary O’Keefe, Marketing Chair Margo Blumenthal Robert Burnett* Suzie Glazer Burt Sandy Hatfield Clubb Diana Deibler* J. Barry Griswell Cara K. Heiden Kristi Knous James E. Luhrs** Loree Miles Susan Ramsey* Robert G. Riley, Jr. Erin E. Smith* Larry Stelter* Tiffany Tauscheck* Consultants 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


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, Dollar, Despotovich & Riemenschneider Julie A. Fuller, CFP®, CPA Generations Wealth Management, LLC Randy Hamilton, CPA, PFS, ChFC Hamilton Juffer & Associates, LLP

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

Bud Hockenberg, Attorney at Law Coppola, McConville, Coppola, Hockenberg & Scalise, P.C. Matt Juffer, JD, CPA, CFP® Hamilton Juffer & Associates, LLP Kent Kramer, CFP® Foster Group, Inc. Jim Langeness, Attorney at Law Duncan, Green, Brown & Langeness, P.C. Michelle Mahoney, CFP® Generations Wealth Management, LLC B.V. (Bill) Northup, Senior Vice President, Regional Fiduciary Manager Wells Fargo Private Bank Adam B. Obrecht, CFP® AO Wealth Advisory Lyle Simpson, Attorney at Law Simpson, Jensen, Abels, Fischer & Bouslog, P.C. Johnne Syverson, CFP®, AEP®, CAP®, Certified Heritage Planner Syverson Strege & Company Margaret Van Houten, Attorney at Law Davis Brown Law Firm

2013 Annual Report | Community Foundation of Greater Des Moines

45


2013

Board of Directors Community Foundation of Greater Des Moines

Cara K. Heiden Chair Wells Fargo & Co., Retired

Peg Armstrong-Gustafson Community Philanthropist

Richard L. Deming, M.D. Vice Chair Mercy Cancer Center

Margo Blumenthal Community Philanthropist

Fred Weitz Secretary & Treasurer Essex Meadows, Inc.

Roger K. Brooks AmerUs Group, Retired

J. Barry Griswell Chief Executive Officer Community Foundation

Frederick V. Buie Keystone Electrical Manufacturing Co.

Kristi Knous President Community Foundation

Suzie Glazer Burt Community Philanthropist

Emeritus Charles H. Betts William Friedman, Jr. G. David Hurd Ted M. Hutchison William Knapp Linda Koehn Donald F. Lamberti James E. Luhrs J. Edward Power

46

Community Foundation of Greater Des Moines | 2013 Annual Report

Teree Caldwell-Johnson Oakridge Neighborhood Services

Sandy Hatfield Clubb Drake University


Jim Cownie JSC Properties, Inc.

Kyle J. Krause Kum & Go, L.C.

Suku Radia Bankers Trust

Johnny Danos LWBJ Financial

Steve Lacy Meredith Corporation

Doug Reichardt Holmes Murphy & Associates, Retired

Charles C. Edwards, Jr. Drake University

Loree Miles Miles Development, LLC

Robert G. Riley, Jr. Feed Energy Company

Nora Everett The Principal Financial Group

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

Janis Ruan Community Philanthropist

Peggy Fisher The Stelter Company

Mary O’Keefe The Principal Financial Group

Mark Rupprecht R&R Realty Group

N. Brian Gentry Wells Fargo Bank, N.A.

Mark Oman Wells Fargo & Co., Retired

Thomas N. Urban Pioneer Hi-Bred International, Retired

H. Lynn Horak Wells Fargo Bank, N.A., Retired

Alfredo Parrish Parrish Kruidenier Dunn Boles Gribble Parrish Gentry & Fisher LLP

Fred S. Hubbell ING Group, Retired

Alejandro H. Piedras Grand View University

2013 Annual Report | Community Foundation of Greater Des Moines

47


Financials Statement of Financial Position Assets

Assets in Money Market Portfolio Assets in Other Portfolios & Investments Assets in Long-Term Growth Portfolio Pledges & Accounts Receivable Prepaid Expenses Land, Building, Contents

12/31/12

28,856,652 38,909,667 154,506,727 2,131,930 366,551 766,768

12/31/11

19,237,014 20,496,952 139,277,602 3,393,182 310,164 768,301

Total Assets 225,538,295 Liabilities and Net Assets Accounts, Grants, & Annuities Payable 762,612 Deferred Event Revenue 63,930 Agency Endowments* 66,305,692 Unrestricted Net Assets* 158,406,061

183,483,215

Total Liabilities and Net Assets 225,538,295

183,483,215

358,781 409,080 48,934,829 133,780,525

Statement of Activities Support and Revenue FY 2012 FY 2011 Contributions* 37,707,482 21,087,358 Investment Income* 13,773,508 2,213,359 Other Revenue 135,568 287,354 Special Event Revenue 5,325,253 4,956,197 Total Support and Revenue 56,941,811 Expenses Grants* 24,938,372 Management, General & Facilities 2,116,361 Depreciation/Amortization 22,042 Special Event Expense 5,239,500

28,544,268

Total Expenses 32,316,275 Unrestricted Net Assets Increase 24,625,536 Beginning of Year 133,780,525

30,613,253

(2,068,985) 135,849,510

End of Year

133,780,525

158,406,061

24,072,308 1,646,969 22,241 4,871,735

* Agency endowments represent funds of the Community Foundation established by a not-for-profit organization, which are required to be reflected as a liability under accounting guidance for agency transactions (or “amounts held for others under agency transactions”). For financial reporting purposes, distributions from agency funds in the amount of $2,250,336 are not included in grants, contributions to agency funds in the amount of $13,747,961 are not included in contributions, and investment income of agency funds in the amount of $6,064,678 is not included in investment income. These financial statements are unaudited. Independent Auditor’s Reports and copies of IRS Form 990 are available on the Community Foundation website and at the Community Foundation office. 2011 is reflective of final audited financial information.

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Community Foundation of Greater Des Moines | 2013 Annual Report


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

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

25% 12% 8% 12% 11% -30% 22% 14% .7% 12.6% 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012

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

-4.2% 10.8% 2011

2012

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

-.5% 11.9% 2011

2012

5 20 30 50

35 60

30

Long-term growth portfolio

Equities

Alternatives

indexed growth Portfolio

70

Defensive Growth Portfolio

Fixed Income

2013 Annual Report | Community Foundation of Greater Des Moines

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


Community Foundation of Greater Des Moines 2013 Annual Report