2013 Report to the Community

MAKING RIPPLES

2013 REPORT TO THE COMMUNITY

Where charitable gifts multiply

TABLE OF CONTENTS

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8

12

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2013 YEAR IN REVIEW

FINANCIAL AND INVESTMENT SUMMARY

PARTNERS IN GIVING

NONPROFITS AND GRANTS

for community good.

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32

NONPROFIT NETWORK

AFFILIATES

36

LIST OF FUNDS

51 STAFF, BOARD AND COMMITTEES

Because of your generosity and vision, we create communities everyone can be proud to call home.

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WE CELEBRATE YOUR COMMITMENT TO STRENGTHENING OUR COMMUNITIES EVERY DAY. Dear Friends, At the heart of philanthropy is the belief that acts of individual generosity – and their collective impact – have a far-reaching effect on creating a place where everyone can thrive.

For over six decades, our community has benefited from people like you – individuals, families and businesses – who support needs and opportunities by giving through the Greater Cedar Rapids Community Foundation.

In 2013, the Community Foundation opened 82 new funds and received contributions totaling $10.8 million. Through the funds at the Community Foundation, $6 million was awarded in grants to more than 340 nonprofit organizations.

The Community Foundation is a catalyst. We are proud to help you reach your charitable goals through our connections to nonprofits and those they serve.

Because of people like you – people who love our community, believe in its future, and want to fulfill its potential – the Community Foundation is able to ensure a better quality of life for everyone who calls Linn County home.

LES H. GARNER President & CEO

CHERYLE MITVALSKY Board Chair

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WE’RE DOING GOOD GENEROUS DONORS

10.8M

$

TOTAL GIFTS RECEIVED

CONTRIBUTIONS

82

NEW FUNDS

SOLID MANAGEMENT

STRATEGIC INVESTMENTS

OPERATING BUDGET AS A PERCENT OF ASSET MARKET VALUE

ENDOWMENT POOL ONE-YEAR INVESTMENT RETURN

1.1%

TOTAL ASSETS

6

1,029

10.7%

TOTAL FUNDS

714

...TOGETHER STRONG NONPROFITS $ 6M

TO

340

NONPROFIT ORGANIZATIONS

TOTAL GRANTS AWARDED

INVESTING IN THE FUTURE

$

53,950

TOTAL AMOUNT OF SCHOLARSHIPS THROUGH 82 AWARDS

IMPROVING OUR QUALITY OF LIFE

$ 80MILLION

TOTAL GRANTS AWARDED SINCE BECOMING A PUBLIC FOUNDATION IN 1992

OPPORTUNITY TO DO MORE $

3.9M

FUNDS FOR THE COMMUNITY GRANTS REQUESTED

-

1.1M

$

FUNDED

=

$

2.8M

UNFUNDED REQUESTS DUE TO LACK OF FUNDS 7

2013 FINANCIAL SUMMARY STATEMENT OF FINANCIAL POSITION ASSETS Cash and cash equivalents Receivables: contributions, grants and bequests, net Prepaid expenses Investments Property and equipment, net Cash value of life insurance Other assets TOTAL ASSETS LIABILITIES AND NET ASSETS Accounts payable Accrued expense Grants payable, primarily due within one year Amounts due under annuity and unitrust agreements Amounts held on behalf of others TOTAL LIABILITIES

$

$

$

$

2013 2,241,708 390,600 12,252 133,445,521 1,684,452 269,124 1,117,722 139,161,379

9,869 18,059 220,121 2,031,642 28,628,479 30,908,170

$

$

$

$

2012 2,150,863 384,300 17,496 117,688,261 1,787,906 393,092 953,249 123,375,167

11,901 17,221 77,753 1,906,907 25,755,902 27,769,684

Net Assets Unrestricted: Operating Endowed Non-endowed Total unrestricted net assets

911,337 102,892,673 2,261,709 106,065,719

530,264 90,365,236 2,480,316 93,375,816

Temporarily restricted Total net assets TOTAL LIABILITIES AND NET ASSETS

2,187,490 108,253,209 139,161,379

2,229,667 95,605,483 123,375,167

AUDIT

Consistent with prior years and observing industry best practices, the Greater Cedar Rapids Community Foundation engaged the services of an independent public accounting firm to perform an audit of the Community Foundation’s records and 2013 financial statements.

$

$

FORM 990

The Greater Cedar Rapids Community Foundation will submit a 2013 Form 990, the informational tax form required to be filed annually. Form 990 gives the IRS an overview of the organization’s activities, governance and detailed financial information.

The audited financial statements and the most recently filed Form 990 are available on the Community Foundation’s website, www.gcrcf.org, or may be obtained by calling 319.366.2862.

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INVESTMENT POOLS AND PERFORMANCE

The Greater Cedar Rapids Community Foundation offers three investment options to meet a range of philanthropic goals and time horizons. Each of our investment pools are carefully constructed and diversified across global investment opportunities to attempt to generate optimal returns while mitigating volatility. Our size provides access to best in class investment managers and alternative investment strategies available only to large institutional investors.

The professional investment consulting firm provides prudent and careful stewardship of the assets entrusted to them.

It is the Community Foundation’s Investment Committee and Board of Directors that determine investment policies and provide important guidance and oversight.

ENDOWMENT POOL The Endowment Pool is a long-term investment option and capital appreciation is the primary goal. This Pool is for permanent endowments, where the time horizon is in perpetuity.

Asset Allocation 7% 20%

Investment Return as of December 31, 2013

46%

1 YEAR

3 YEAR

5 YEAR

SINCE INCEPTION (1/94)

10.7%

7.6%

11.2%

7.8%

13% 14%

MODERATE POOL Added in 2013, the Moderate Pool is designed to have a lower return and lower risk profile than the Endowment Pool. For individuals, this Pool is recommended for quasi-endowed funds. For agencies, this pool is recommended for reserve funds where the time horizon for use is five to ten years.

Asset Allocation 1%

3%

9%

Investment Return as of December 31, 2013

46%

1 YEAR

41%

13.5% CONSERVATIVE POOL In the Conservative Pool, the preservation of capital is more important than maximizing returns. This Pool has the most conservative asset allocation. Charitable Remainder Trusts and Charitable Gift Annuities are invested here. For agencies, this Pool is recommended for reserve funds where the time horizon for use is three to five years.

Asset Allocation 13% 28%

Investment Return as of December 31, 2013 1 YEAR

3 YEAR

5 YEAR

SINCE INCEPTION (1/94)

1.7%

4.3%

6.6%

4.9%

Asset Allocation Key:

Global Equity

Global Fixed

Real Assets

Cash

59%

Diversifying Strategies 9

For more than 60 years, the Greater Cedar Rapids Community Foundation has been proud to work with donors from all walks of life – offering personalized service, strategic investments and knowledge of community needs and opportunities.

WE ARE PROUD TO HELP YOU MAKE A LASTING DIFFERENCE THROUGH PHILANTHROPY.

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PARTNERS IN GIVING Your generosity, coupled with solid investment performance, contributed to steady growth in 2013.

GIFTS RECEIVED IN 2013 Agency Funds 17.3%

Affiliate Funds 11%

Scholarship Funds 8%

Designated Funds 19.7%

Donor-Advised Funds 43%

Our donors and fund holders gave steadily in 2013, which added up to $10.8 million in gifts to the Community Foundation. Eighty-two new funds were established. Of those gifts, Donor-Advised Funds were the most popular charitable vehicle, which gives fund holders flexibility and convenience to immediately invest dollars back into the community.

Operating & Other Funds .6% CGA & CRT Funds .2% Funds for the Community .2% Field of Interest Funds 1%

Field of Interest Funds 1.7% Operating & Other Funds CGA & CRT Funds 2.1% 3.2% Affiliate Funds 2.6%

Agency Funds 22.4%

Funds for the Community 19.5%

Scholarship Funds 2.5% Donor-Advised Funds 14.7% Designated Funds 31.2%

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ASSETS UNDER MANAGEMENT At the end of 2013, the Greater Cedar Rapids Community Foundation held more than $140 million in assets under management in 714 charitable funds. These dollars will help to improve the overall quality of life in our communities.

ENDOW IOWA The Endow Iowa Tax Credit Program makes it easy to support the good work being done by nonprofit organizations by allowing you to receive an Iowa state income tax credit equal to 25 percent of the value of your endowed gift. These gifts are not eligible for a state income tax deduction, although they do qualify for the federal charitable deduction.

With Endow Iowa, contributions to the Community Foundation cost donors less. For example, a $10,000 gift could cost a donor in the 34% tax bracket just $4,100.

Gift

Federal Deduction Endow Iowa Tax Credit Total Cost of Gift

$10,000 (3,400) (2,500) $ 4,100

EI ENDOW IOWA

TOP 10 REASONS TO PARTNER WITH US 1. We are a local organization with deep roots in the community.

2. Our professional staff has broad expertise regarding community issues and needs.

3. We provide highly personalized services tailored to each individual’s charitable and financial interests.

4. Our funds help people invest in the causes that matter to them.

5. We accept a wide variety of assets, and can facillitate even the most complex forms of giving.

6. We partner with professional advisors to create highly effective approaches to charitable giving.

7. We offer maximum tax advantages, including Endow Iowa.

8. We multiply the impact of gift dollars by pooling them with other gifts and grants.

9. We build endowment funds that benefit the community forever and help create personal legacies.

10. We are a community leader, convening organizations and coordinating resources to create positive change.

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COUPLE’S GIVING IS

SIMPLIFIED THANKS TO

COMMUNITY FOUNDATION

As a couple, Myron and Esther Wilson have been community supporters for many years.

The Wilsons made their first gift to the Community Foundation back in 1992. “The Community Foundation is a good solid organization that is really helping the community,” said Esther of their reason for giving through the Community Foundation.

The couple recommended their first grant from their Community Foundation funds in 1994. Since then, they have contributed more than $300,000 through nearly 200 grants to a wide variety of nonprofit organizations.

Their giving supports organizations across the 14

philanthropic spectrum—from human services to arts and culture. They have supported Honor Flights for veterans to Washington D.C. and they have supported Orchestra Iowa and the Cedar Rapids Opera Theatre. They are supporters of Iowa Public Television and Iowa Public Radio, as well as the Linn County Trails Association, the Wheelchair Ramp Accessibility Program, Boys and Girls Club, and the Herbert Hoover Presidential Library Association, among many others. They have long been supporters of Indian Creek Nature Center, most recently supporting their Amazing Space campaign for a new nature center building.

The Wilsons said they appreciate that the Community Foundation helps them identify organizations in need of support. “It’s a big relief for us, having a convenient way to find out where organizations have a need,” said Myron.

“And there is always someone there to help answer a question,” he added. “I like that I can go online anytime to check on funds.”

Myron and Esther Wilson have continued to give—with gifts of stock, IRA rollovers and cash—over the years to donor-advised funds to benefit the community. In recent years, they have appreciated the opportunity to take advantage of Endow Iowa tax credits as well, Esther said.

“Thinking back, the Community Foundation has really grown,” said Myron. “They handle so many funds and have an excellent reputation in the community.”

The Wilsons have felt their connection to the community grow as well. “We say it all the time,” Myron added, “that we believe the more you give the more you get back emotionally and monetarily, and that has certainly been true for us.”

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MEMORIAL SCHOLARSHIP HONORS

LEGACY

OF KENNEDY HIGH SCHOOL GOLFER

Drew Wall was the kind of kid you don’t easily forget.

He was a straight A high school student and an accomplished golfer. “His pride and joy was being on the Kennedy golf team,” said his dad, Doug Wall. “There was nothing more rewarding to him.”

Drew’s academic and athletic accomplishments are even more impressive considering the fact that he’d also been battling bone cancer since the age of 11.

“He never let that define him though,” said his mom Robin Wall. She said Drew chose to have his leg amputated early on and spent more than 200 nights in the hospital during his treatment. Despite health challenges, Drew 16

always kept his spirits high and maintained a positive outlook on life. He became a public speaker, advocate and fundraiser for children battling cancer. “Drew taught everyone that life takes all kinds of twists and turns,” said Robin. “People were enthralled with his spirit.”

Drew’s golf teammates and coach were some of his biggest fans. Coach Mark Wilden and his teammates created “Just Drew It” t-shirts as a way to recognize Drew and show how much they cared. They began selling them to supporters and were amazed at the response. “It was unbelievable,” said Wilden. “Everyone climbed on board.

It was touching to see how classmates and community

members reacted to support Drew and his family.”

“This still makes us feel so blessed,” said Robin of seeing the purple t-shirts when she’s out and about. “I see the t-shirts all over the place and I tell the people wearing them I’m Drew’s mom.”

Sadly, Drew passed away at the age of 16. But his spirit and memory continue to live on through those that knew him, as well as through a scholarship fund administered by the Community Foundation.

“It was a no brainer for us to give back,” said Robin, noting that the community —including those at Madison Elementary, Taft Middle School and Kennedy High School

—has always been so supportive of their family. “This is something Drew would be really proud of.”

His dad agreed, noting that the scholarship is awarded to a member of the Kennedy golf team each year who embodies all Drew lived for. “It’s really cool to have a chance to pass that on. The Community Foundation made it so easy to give back to a community that has been so supportive during our whole journey.”

Pictured from left to right: Coach Mark Wilden, Doug Wall, Robin Wall and Adam Wall 17

Frontier Co-op is the type of company that believes in social responsibility.

“Social giving is a major component of Frontier Co-op’s unique cooperative business model,” said Tony Bedard, CEO. “We believe that being a co-op obligates us to leverage our success in support of our members’ ideals— recognizing that our success is due in part to the fact that we so closely share those ideals. Our participation in all the communities affected by our co-op, from the smallest local opportunity to the world community, is a core value that drives our actions.”

The Frontier Co-op Foundation fund was established at the Community Foundation in 2000 as a philanthropic vehicle to support social, educational, and environmental 18

causes. In 14 years, through the Community Foundation, Frontier has made more than 110 grants totaling more than $500,000 to a variety of nonprofit organizations.

Additional gifts from the organization’s own charitable funds total nearly one million dollars, increasing their philanthropic impact.

“Frontier is an international company with a strong commitment to community,” said Karla Twedt-Ball, Senior Vice President at the Community Foundation. “We are pleased to be their philanthropic partner to support local initiatives, as well as help facilitate their national strategy to support work that aligns with their core values.”

As holders of donor-advised funds, Frontier is equally proud to partner with the Community Foundation to

FRONTIER CO-OP G I V E S N E A R A N D FA R

facilitate their grantmaking process.

“The Community Foundation is a great help to us to efficiently manage our grant request process,” said Bedard.

“Working with them gives us the confidence to know that our funds will be managed and distributed to qualifying nonprofit organizations throughout the communities in which we work.”

“We have a social spending objective to support causes that are in alignment with our mission and values,” said Bedard. “And so our giving strategy concentrates on supporting organic research education and grower development. As a leading supplier of organic herbs and spices, we hold a leadership position, not only in the marketplace, but also in the effort to convert

food producers to sustainable farming and production practices. Our work is driven by the belief that fostering environmental responsibility is crucial to our world’s future.”

Frontier also believes in supporting the communities where their employees live and championing their own charitable work. This has led to supporting many local organizations. “Our employees are a critical part of our community giving,” added Bedard. “They not only champion local causes but they also combine their own time and resources with Frontier’s to support a wide array of worthy causes.”

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Together, we can support and strengthen the people and places that shape our community.

WE ARE PROUD TO BRING TOGETHER PRIVATE PHILANTHROPY WITH INNOVATIVE NONPROFITS.

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GRANTMAKING The Community Foundation grant strategy seeks to strengthen individual nonprofits and build a strong network of nonprofits to support a healthy and vibrant Linn County.

$6 MILLION in grants awarded in 2013

2013 GRANTS BY TYPE OF FUND Scholarship Funds 1%

2013 GRANTS BY PROGRAM AREA Environment, Animals 5%

Agency Funds 16%

Religion 2%

Health 8% Education 28% Donor-Advised Funds 39%

Funds for the Community 17%

Public/Society Benefit 14%

Human Services 21% Designated Funds 27%

Arts, Culture & Humanities 22%

To learn more about grant opportunities and how to apply, visit www.gcrcf.org or contact the grant staff at 319.774.2370 or grants@gcrcf.org.

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FUNDS FOR THE COMMUNITY 2013 Grants Funded and Unfunded Number of Applications

Number Awarded

$3 Million

78

$2 Million

$1 Million

37

$250,000

19

$200,000

14

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Fu nd ra m Pr og Or ga n

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$50,000

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$100,000

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$150,000

The Community Foundation maintains strict standards to uphold the integrity of the grantmaking process. Our conflict of interest policy applies to grant committees, board and staff requiring recusals in cases of conflict of interest. Community Foundation review processes are methodical and transparent, with scoring tools for competitive grant applications available online at www.gcrcf.org.

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MANY HANDS MAKE LIGHT WORK FOR

TREES FOREVER Since 1989, Trees Forever has been planting and caring for trees and the environment and building community in and around Iowa and Illinois. In their 25-year history, Trees Forever has planted more than 49,000 trees and seedlings in Cedar Rapids and other Linn County communities alone.

Grants in the past from the Community Foundation have assisted Trees Forever in a number of ways. They have received organizational development funds to upgrade the Trees Forever website. They also maintain several funds, including memorial and endowment funds at the Community Foundation.

Recently, a grant from the Program Fund at the Community Foundation, along with support from the 24

Diamond V Donor-Advised Fund, has supported Trees Forever’s TreeKeepers program. “The TreeKeepers program is a training and volunteer engagement effort that empowers volunteers to help plant and care for young trees and woodlands in Linn County communities,” said Trees Forever Founder and President Shannon Ramsay.

“We believe in the idea that ‘many hands make light work’ and with TreeKeepers we know that each year, more and more trees and woodlands will be cared for, maintained, and planted.”

Trees Forever TreeKeepers are trained in tree identification, tree planting, care of young trees, and woodland invasive species identification and management.

TreeKeeper graduates are expected to volunteer at least ten hours of service in the Linn County area to plant and care for trees and woodlands.

Todd Fagan, Cedar Rapids City Arborist, who is among the teachers for the TreeKeepers classes, said, “It’s great to have volunteers to help with pruning, mulching and assisting in multiple ways with our public trees – whether in parks, along streets, or with public buildings. We appreciate the help.”

According to Ramsay, the program has been very successful thus far. “We have trained 88 people in the Corridor since it was launched just two and a half years ago.”

Community Foundation Program Officer Elizabeth Cwik said it’s exciting to be a supporter of such environmental efforts that impact the greater community. “A vibrant community results in large part from the strength of its civic, cultural and environmental amenities,” she said. “The Foundation combines funds designated for environmental efforts with funds held in the general endowment to enhance the rich natural assets that we all may benefit and learn from.”

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In 2009, the Ceramics Center was just getting started. Now, six years later, the organization is thriving and continues to spread its wings in offering innovative artistic experiences in ceramics and glass to many in our community.

Over the years, as the organization has grown, the Ceramics Center has relied on the Greater Cedar Rapids Community Foundation for grant support in a variety of ways.

For a number of years, the Community Foundation’s Program Fund has supported summer camp opportunities for at-risk youth. In 2013, the Ceramics Center was able to secure multi-year funding for the successful program in partnership with Four Oaks.

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“We always try to be cognizant of not duplicating programs,” said Ceramics Center Executive Director Ben Jensen. “This is truly a unique opportunity for these kids.”

Within the last year, the program has expanded to reach even more at-risk youth through additional partnerships with Foundation 2, the Cedar Rapids and Iowa City Detention Centers and Unity Point Children’s Health Special Services. “We like running the program, and our partner organizations like working with us. We all see it as beneficial,” said Jensen.

The Ceramics Center also recently received donoradvised funding through the Bloomhall Family Fund to help support their Mobile Clay Lab—basically a pottery studio

CERAMICS CENTER SERVES AT-RISK YOUTH

on wheels—that they can take to various places in the community, such as senior centers, preschools and other nonprofit organizations like the Abbe Center and the ARC to share clay programs.

Jensen said the Ceramics Center appreciates the connections they are able to make at the Community Foundation. “They are local people who understand the needs of the greater Cedar Rapids area. And they want the best for our organization.” He has enjoyed working with staff members over the years. “As the relationship builds and grows it becomes more of a partnership,” Jensen said.

While programming grants have been a strong focus at the Ceramics Center, their history of receiving support

spans the funding opportunities available through the Community Foundation. From capacity grant funding for database development and expansion to flood recovery grant dollars made when the center was starting, the Community Foundation has been with the Ceramics Center every step of the way.

“I don’t think the Ceramics Center would be where we are today without the support of the Community Foundation,” Jensen said. “Their support has allowed those areas (which were funded) to grow and has freed up resources for other areas of growth.”

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The dedicated staff at Abbe Center for Community Mental Health works to improve lives in the community through advocacy, support and the integration of mental health and wellness services. The organization provides mental health treatment services as well as integrated healthcare coordination for thousands of Linn, Benton, Jones, Buchanan, Delaware and Fayette County residents.

Over the years, Abbe Center has turned to the Community Foundation in a variety of ways for support of the organizational mission.

“The Community Foundation has been a strong supporter of mental healthcare services in the community, at both the individual level and the community needs 28

level,” said Cindy Kaestner, Abbe Center VP/Executive Director. “The Community Foundation understands that healthy and vibrant communities include support for diverse needs in the health and human service environments. And we have been able to provide community outreach services and individual treatment services through multiple (Community Foundation) funding opportunities.”

In recent years, Abbe Center has faced cutbacks in government funding while the need for its services in the community remain critical. The organization was able to turn to the Community Foundation for support in the changing funding environment.

ABBE CENTER REDUCES PATIENT WAITING THROUGH

NEW SCHEDULING MODEL “In recent years we have experienced funding cuts that would have resulted in the discontinuation of needed services to individuals in our community,” Kaestner said.

“During that time, a President’s Fund grant from the Community Foundation helped fill a gap that kept services available without interruption.”

In 2013, Abbe Center also received an organizational development grant from the Community Foundation to help increase its capacity to provide same day mental health treatment to clients. The vision was to become “right service at the right time”. In order to achieve this goal, staff members at Abbe Center underwent a training process to develop the service scheduling model so

individuals would not have to wait long to receive care.

Abbe Center made huge strides in achieving this goal just three months after training and implementation. The organization reduced the waiting period for patients in need of psychiatric evaluation from 90 days between initial request and evaluation to just five to ten days.

Kaestner and her staff are grateful for continued support from the Community Foundation in helping to achieve its mission. “When individuals are able to live successfully in our community, that leads to a healthier outcome for both the individual and the community.”

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The Nonprofit Network provides a point of connection and resources for local nonprofit organizations and professionals, with a focus on peer engagement, learning opportunities, information and mentors. Since 2005, the Greater Cedar Rapids Community Foundation has made a commitment to specific programming to support and strengthen the nonprofit organizations in our area.

REVIEW OF 2013

THROUGH

1. INFORMATION 2. RESOURCES 3. CONNECTIONS

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PEER GROUP MEETINGS HELD

618 LINKEDIN MEMBERS ON

30

DIFFERENT

For a complete list of grant recipients, visit www.gcrcf.org.

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AFFILIATE FOUNDATIONS

Community foundations create opportunities for counties to direct philanthropic resources locally. The Greater Cedar Rapids Community Foundation supports the development of community foundations in Wapello County and the Keokuk area, which have embraced the community foundation model as a vehicle for donors to invest in the communities they call home.

With affiliate endowment funds, these communities are growing strong, sustainable sources of income for schools, churches, healthcare centers and other local needs.

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WAPELLO COUNTY FOUNDATION In 2013, the Wapello County Foundation provided nearly $103,000 in grants to the following organizations through the County Endowment program: City of Eddyville City of Ottumwa Cardinal Community School District Wapello County Historical Society Ottumwa Community School District For more information about the Wapello County Foundation, including grants not made in partnership with the Greater Cedar Rapids Community Foundation, contact Richard C. Bauerle at Rcbauerle@cox.net or 480.837.7423.

KEOKUK AREA COMMUNITY FOUNDATION The Keokuk Area Community Foundation is a public foundation which receives charitable gifts and grants from individuals, families, business, and corporations to establish permanent endowments and scholarship funds for the benefit of Southeast Iowa, Western Illinois, and Northeast Missouri.

Since its founding in 2005, the Foundation has awarded over $750,000 in grants to 51 nonprofit organizations, schools, hospitals, churches and charities in Lee and Henry Counties in Iowa; Hancock County in Illinois; and Clark, Lewis and Marion Counties in Missouri. In 2013, $217,000 in grant funding was awarded from donors who gave unrestricted dollars to the Foundation to fund grants.

For more information, please contact Roger Ricketts, Executive Director of the Keokuk Area Community Foundation at 319.795.1407 or rogerricketts@centurytel.net. More information is available online at www.keokukfoundation.org.

The Keokuk Area Community Foundation Funds: Barnett Financial Partners, Inc. Charitable Fund Dickey-Inman Fund Doris L. Anderson Endowed Donor Advised Fund Dr. Joseph and Isabelle Krichel Family Endowed Fund George and Barbara Norman Designated Endowed Fund I George and Barbara Norman Designated Endowed Fund II Grand Theatre Endowment Fund Hasselbusch Family Gift Fund Iowa Arts, Culture and Education Friends Fund J.M. Morgan Donor-Advised Fund John and Susan Rogers Charitable Fund Judith & David Morgan Fund Kenneth Sibbing Endowment Fund Keokuk All Saints’ Roman Catholic Church Endowed Fund Keokuk Area Hospital Foundation Fund Keokuk Arts Center Friends Fund Keokuk Community Affiliate Fund Keokuk Community Foundation Quasi-Endowed Fund Keokuk Community School Foundation Fund Keokuk Public Library Foundation Fund Keokuk YMCA Endowment Fund Klepfer Family Fund Lee County Youth Services Agency Fund Michael and Kathy Klauser Donor-Advised Fund Montrose Riverfront, Inc. Agency Friends Fund The Boyle Family Charitable Fund The Church of All Saints Fund The KACF Fund for Iowa The Russell Family Fund Three Rivers Conservation Foundation Endowment Fund

The following organizations received grant awards from unrestricted gifts in 2013: Big Brothers Big Sisters of the Great River Area Big River United Way Church of All Saints City of Christmas Friends of Keokuk Animal Services God’s Way Christian Center Grand Theatre Corporation Foundation Hoerner YMCA of Keokuk Hope Center Keokuk Area Convention and Tourism Bureau Keokuk Area Hospital Foundation Keokuk Humane Society Keokuk Catholic Schools Keokuk Group Home Keokuk Public Schools Foundation Keokuk Public Library Foundation Keokuk Little League Keokuk Union Depot LaGrange (Missouri) Youth and Community Center Lee County Economic Development Group Rotary International Three Rivers Conservation Foundation

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Each year, the Greater Cedar Rapids Community Foundation welcomes new individuals, families and businesses into our growing family of donors.

TOGETHER, WE ARE CREATING A VIBRANT COMMUNITY.

FUNDS ESTABLISHED

BY DONORS WHO SUPPORT NEEDS AND OPPORTUNITIES IN OUR COMMUNITY

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DONOR-ADVISED FUNDS Donor-Advised Funds allow donors to remain actively involved by allowing fund holders to make grant recommendations to causes they care about whenever it is convenient.

2013 DONOR-ADVISED FUNDS Albert and Laura Strang Endowed Donor-Advised Fund Bart and Debra Showalter Fund Chuck and Mary Ann Peters Family Non-Endowed Donor-Advised Fund Cunningham Family Fund David and Mary Jo Rater Endow Iowa Fund David and Susan Stamm Charitable Fund Donald and Rita Erusha Family Donor-Advised Fund Donnelly Family Fund Duncan Family Fund Dustin Tardiff Fund for Academic Advancement Frontier Natural Products Co-op Quasi-Endowed Fund 1 Frontier Natural Products Co-op Quasi-Endowed Fund 2 Heidi Lynn Dean Fund Iowa Football Club Fund Jasper Family Charitable Fund John and Dina Linge Family Endowed Donor-Advised Fund Josh Holland & Dawn Svenson Holland Fund Mary Gase Memorial Fund Matthew David Dean Fund Minette Family Fund Ruffalo Family Fund Scott and Sheryl Arensdorf Family Endowed Fund Susan H. Willey Charitable Fund Vine Family Fund

TOTAL DONOR-ADVISED FUNDS Allan and Sally Harms Donor-Advised Fund Anderson Family Charitable Fund Ann Dorr Family Endowed Fund Anne and David Parmley Family Endowed Fund Bancks Family Endowed Fund Barry and Gilda Boyer Family Fund Bert and Suzanne Katz Non-Endowed Donor-Advised Fund Bill and Lu Barron Donor-Advised Endowed Fund Bloomhall Family Endowed Donor-Advised Fund Bob and Judy Blommer Endowed Donor-Advised Fund Bob Rush and Judith Whetstine Endowed Donor-Advised Fund Brian J. Worley Fund for the Performing Arts Bruce A. Thayer/Anonymous Donor-Advised Fund Buresh Family Endowed Fund Busse Family Endowed Fund Carolyn and Charles Wellso Donor-Advised Fund 36

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2013 Donor-Advised Funds

183

Total Donor-Advised Funds

Carolyn Pigott Rosberg Fund Christopher J. and Jane A. Lindell Family Fund Clancey Family Donor-Advised Fund Clancey Family Endowed Fund Cobb Family Donor-Advised Fund CRST International Donor-Advised Fund David and Sherri Justice Endowed Fund David Mahlke Endowed Donor-Advised Fund David T. Hanson Endowed Donor-Advised Fund Dean and Laura Gesme Family Fund DeWolf Family Endowed Fund Diamond V Mills Corporate Fund Dick and Mary Meisterling Donor-Advised Fund Dillman Family Endowed Fund Discern Endowed Fund DJ and Abbie Smith Fund Doug and Pat Sedlacek Donor-Advised Fund Doug and Pat Sedlacek Endowed Fund Drew and Jo Ann Skogman Endowed Donor-Advised Fund Duane & Kay Nesetril Endowment Fund Duane & Kay Nesetril Fund Duffy and Belva Schamberger Quasi-Endowed Fund Frank A. and Beverly J. Davey Fund Frank and Cheryle Mitvalsky Fund Frank P. & Marie M. Woods Family Fund Garner Family Donor-Advised Fund Garner Family Endowed Donor-Advised Fund Gary L. and Alice Anderson Endowed Fund Gary Rozek Endowed Fund George and Janelle McClain Family Fund Gerald T. Knox Donor-Advised Fund Gerald T. Knox Fund, #2 Gilda and Barry Boyer Donor-Advised Fund GreatAmerica Financial Services Corporation Donor-Advised Fund Hoffman Family Fund Informatics Endowed Fund Jack and Jacqueline Roland Family Non-Endowed Donor-Advised Fund James and Rosemary Earl Family Endowed Fund James and Susan Turner Donor-Advised Fund Jane Cook Memorial Endowed Fund Jay and Bonnie Petersen Donor-Advised Fund Jean Brenneman Family Fund Jenny Schulz and John Chaimov Endowed Fund Jo and Larry McGrath Endowed Fund

Jo and Larry McGrath Quasi-Endowed Fund Joe and Cherri Lock Non-Endowed Donor-Advised Fund John and Christine North Endowed Donor-Advised Fund John and Cynthia Bloomhall Endowed Donor-Advised Fund John and Dyan Smith Donor-Advised Fund John and Kay Hegarty Fund John and Laura Locher Endowed Donor-Advised Fund John M. and Wilma Ann Wallin Sagers Fund Julie L. and Byron A. Tabor Endowed Fund Katherine K. Hladky Donor-Advised Fund Katheryn M Boatman Endowed Donor-Advised Fund Kathleen Lower Aller and Tom Aller Endowed Fund Kevin Eck and Sashi Solomon Family Fund Kidneeds Fund Knutson Family Endowed Donor-Advised Fund Kolln Family Endowed Donor-Advised Fund Lana F. Trousdale Hake Family Endowed Donor-Advised Fund Larry and Joni Witzel Family Endowed Fund Larry D. and Claire J. Sharp Endowed Donor-Advised Fund Leroy and LaJuana Skogman Family Fund Lewis Bottoms Quasi-Endowed Donor-Advised Fund Lil’ Drug Store Products, Inc. Corporate Donor-Advised Fund Linn County Bar Association Endowment Fund Loren and Patricia Coppock Endowed Donor-Advised Fund Martha L. Parsons Endowed Fund Martha L. Parsons Family Fund Marty and Julianne Smith Endowed Fund Marty and Julianne Smith Family Fund Mary and David Junge Fund Matthew Carl Livengood Memorial Fund Matthew Craig Donor-Advised Fund McGrath Automotive Group Corporate Donor-Advised Fund Meffert Non-Endowed Donor-Advised Fund Merit Construction Co.or Rinderknecht Associates Inc. Donor-Advised Fund Michael A. Kudej Memorial Fund Michael and Dorothy Stallman Endowment Fund Michael R. and Marla K. Valliere Donor-Advised Fund Mike and Sue Kortemeyer Education Fund Milagros Research Fund Mohnsen Family Endowed Fund Myron and Esther Wilson Endowment Fund II Myron F. and Esther S. Wilson Donor-Advised Fund Nancy G. McHugh Fund New Frontier Foundation Norbert and Donna Hahn Christian Youth Fund Pat and Nancy Shey Family/Sage Companies Donor-Advised Endowed Fund Paul and Jennifer Morf Endowed Donor-Advised Fund Paulson Electric/PEC Communications Corporate Donor-Advised Fund Paulson Electric/PEC Communications Endowed Fund Peter and JoAnn Bryant Endowed Donor-Advised Fund Petersen Family New Commandment Fund Project Victoria Fund Rachel Baldwin York and Jerry York Endowed Donor-Advised Fund

Rick and Donna Flynn Fund RJHS Society Donor-Advised Fund Robert and Carol Lehman Endowed Fund Robert and Caroline Kucharski Friends Fund Robert and Caroline Kucharski Fund Robert A. Handler M.D. Ecology Education Fund Robert J. and Sue B. Latham Fund Ron and Sue Neil Endowed Fund Rotary Club of Cedar Rapids Metro High School Fund Sara and Dale Todd Family Fund Sarah Halbrook Family Fund Sheryl Chehak Lamb and Willis E. Lamb Endowment Fund Shuttleworth & Ingersoll, P.C. Fund Silber Family Endowed Donor-Advised Fund Simmons Perrine Moyer Bergman Fund Stephen and Sara Brandenburg Charitable Fund Steve and Joanne Carfrae Fund Terry Trimpe - Jason Nosek Endowed Donor-Advised Fund The Altorfer Machinery Company Non-Endowed Corporate Donor-Advised Fund The Cedar Rapids/Marion League of Women Voters Endowment Fund for Education The Dandekar Fund The Gazette Foundation Corporate Donor-Advised Fund The Gregory and Debora Neumeyer Endowed Donor-Advised Fund The Jim Spaight Memorial Fund The Joann Elizabeth Downey Fund The Lewis Bottoms Heritage Endowed Fund The McGrath Automotive Group Endowed Donor-Advised Fund The Robert and Joann Downey Non-Endowed Donor-Advised Fund The Ron and Sue Olson Endowed Fund The Susan Elliott-Bryan Endowed Fund Tiffany Ann Earl Endowed Donor-Advised Fund Toborg Family Fund Tony and Jan Sdao Fund d.b.a. Cedar Rapids Rough Riders Hockey Charitable Fund Twedt-Ball Family Fund Tyler, Leo and Willa Olson Family Fund Van Meter Donor-Advised Fund Wendy and Greg Dunn Family Fund Wendy Rivinius-Portz Memorial Fund Wiesenfeld Family Fund William and Harriet Gasway Endowed Donor-Advised Fund William B. Quarton Fund William D. Severa Endowed Donor-Advised Fund World Class Industries Fund Wythe Willey Family Charitable Fund Young Genius Fund (Henry Russell Bruce, Inc. Corporate Donor-Advised Fund) Zylstra and Earl Family Fund

37

DESIGNATED FUNDS Designated Funds are established by a donor to provide ongoing support for a specific nonprofit organization or purpose. The organization(s) the donor chooses will receive annual distributions from the fund.

2013 DESIGNATED FUNDS Barbara Plattenberger Tarwater Educational Fund Cedar Rapids Blue Zones Project Fund Darrell and Dorothy (Merritt) Fisher Scholarship Fund Douglas Mansion Maintenance Fund Four Oaks Total Child Designated Fund George A. and Louise M. Kalous Endowed Designated Fund Lee R. Horn Endowed Designated Fund II Roger and Thea Leslie Endowed Fund VII St. Wenceslaus Heritage Fund

TOTAL DESIGNATED FUNDS 15 in 5 River Timeline Project Fund A.P. Ghosh Advanced Placement Scholarship Fund Alex Strait Memorial Fund for Indian Creek Nature Center Anna O. and William G. Anderson Endowed Designated Fund Anonymous Designated Fund Anonymous II Endowed Designated Fund Bernice Pratt Circle of International Order of King’s Sons and Daughters Designated Fund Betty and Meril Geuder Land Care Fund Bonnie Rae Picard Memorial Fund Carl and Doris McClain Ecological Restoration Fund Carl and Jill Henrici Fund Cedar Rapids Amphitheatre Fund Cedar Rapids City Hall Mural Fund Cedar Rapids Symphony Center Endowed Fund Cedar Rapids Symphony Endowed Chair Fund Chris and Suzy DeWolf Family Mount Mercy University Graduate Center Fund Chris and Suzy DeWolf Family Mount Mercy University Scholarship Fund Chuck and Mary Ann Peters Endowed Designated Fund Claire and Vernon Hudek Fund Clifford A. Hendricks Fund David and Chris Kubicek Endowed Fund David and Ann Pickford Endowment David and Sherri Justice Fund for Youth at St. Paul’s United Methodist Church of Cedar Rapids 38

9

2013 Designated Funds

115

Total Designated Funds

David H. and Rose Marie Burke Fund Dorothea E. Garberson Wildflower Project Edna A. Herbst Fund F. Forbes Olberg and Ann Olberg Endowment Fund F. William Beckwith Endowed Fund F. William Beckwith Endowed Fund II Farmers State Bank Endowed Scholarship Fund Friends of Inn-Circle Designated Agency Fund Gary Rozek Kirkwood Designated Fund Gehring Family Fund for Coe College Gladys Bock Children’s Fund for the Indian Creek Nature Center Gordon and Jann Baustian Designated Fund Haas Family Designated Fund Harriet and Robert Eckard Designated Endowed Fund Helen Troxel / Ella Johnson Miller Fund Herbert L. and Dorothy E. Ellingson Charitable Fund Inter-Religious Council Designated Fund Iowa Artist Relief Non-Endowed Designated Fund Irene B. Konecny Designated Fund for Library Acquisitions for the Mount Mercy University Library James E. Anderson Designated Fund James F. Plumb Jr. and Jewel M. Plumb Endowed Fund James W. and Susan K. Turner Endowed Fund II Jay G. Sigmund Fund Jay G. Sigmund Fund II Jean H. Ashby Fund Jefferson High School Performing Arts Fund John and Cynthia Bloomhall Endowed Designated Education Fund John and Dyan Smith Endowed Fund for Cornell College John Hegarty Jr. Scholarship for Academic and Athletic Excellence John M. & Wilma Ann Wallin Sagers Endowed Designated Fund Joseph M. Kacena Endowed Fund Joslin Scholarship Fund Kate Delaney Nelson All Saints Girl Scout Fund Kelly and Anne Mulford Endowed Designated Fund Ken and Ortha Harstad Fund Kylie Hall Designated Endowment Fund Larry D. and Claire J. Sharp Endowed Designated Fund

Larry H. Christy Endowment Fund Lee R. Horn Endowed Designated Fund Library 3.0 Capital Campaign Fund Lynne Stimple Memorial Trail Fund Martinek Memorial Trust Fund Maurice G. and Leona Rapoport Designated Endowed Fund for Hadassah Hospital Maurice G. and Leona Rapoport Designated Endowed Fund for the Jewish Welfare Fund of Cedar Rapids Maurice G. and Leona Rapoport Designated Endowed Fund for the Witwer Senior Center of Cedar Rapids Michele Boyer Endowed Fund Nina and Victor Merveaux Designated Fund for the Cedar Rapids Zoo Norm and Floy Erickson Endowed Fund Orville and Loanna Bloethe Endowed Fund for the H-L-V School District Pat and Sandy Cobb Designated Fund Paul Christiansen Memorial Fund Paul R. and Rebecca F. Shawver Endowed Designated Fund Peter F. Bezanson Fund Quarton-McElroy IBA Fund Robert W. and Elizabeth M. Allsop Endowed Fund Roger and Thea Leslie Endowed Fund Roger and Thea Leslie Endowed Fund II Roger and Thea Leslie Endowed Fund III Roger and Thea Leslie Endowed Fund IV Roger and Thea Leslie Endowed Fund V Roger and Thea Leslie Endowed Fund VI Rotary Club of Cedar Rapids Centennial Fund Russell W. and Ruth E. Landis Designated Endowment Fund for St. Paul’s Methodist Church Sara Sorensen Endowed Culinary Arts Scholarship Designated Fund Sutherland C. and Frances M. Dows Fund for Awards to Authors, Artists and Musicians The Altrusa Club of Cedar Rapids Literacy Fund The Anderson Family Easement Endowed Designated Fund The Dorothea and Joseph Hall Gift of Wonder Fund The James and Rosemary Earl Designated Fund The James E. Anderson Our Savior’s Lutheran Church Fund The Jeanne and Robert Blahnik/Garden Club Speakership Fund The Ruth Opal Beatty Fund for Music Education of Shellsburg Youth Theodore and Elizabeth Trefny-Czech/Slovak Museum Tokheim Family Designated Fund for Lutheran Church Initiatives for the Homeless Tokheim Family Designated Fund for the Linn Community Food Bank Tokheim Family Designated Funds for Inn-Circle Tree of Five Seasons and Plaza Maintenance

Endowment Fund Viola N. Elsenbast Fund Virginia J. Lyon Memorial Fund for the Mt. Vernon Community Preschool William B. Quarton Endowed Fund William B. Quarton Fund for Coe College William B. Quarton Fund for Community Health Free Clinic William B. Quarton Fund for Hoover Library William P. and Gayle S. Whipple Designated Endowment Fund

39

AGENCY FUNDS The Greater Cedar Rapids Community Foundation is proud to facilitate gifts to any of the following nonprofit organizations that have either established an agency endowment fund or have had a fund designated for them by a Community Foundation donor. Endowment funds can provide organizations with general operating support, stability during cyclical variances in income, and financial support for areas of high importance to the organization.

2013 AGENCY FUNDS Arc of East Central Iowa Endowment Challenge Grant Fund ASAC Endowment Fund Bridgehaven Endowment Challenge Grant Fund Brucemore Fourth Family Endowment Challenge Grant Fund Cedar Rapids Thursday Noon Lions Charities, Inc. Endowed Fund Ceramics Center Endowed Fund Indian Creek Nature Center Amazing Space Capital Fund Indian Creek Nature Center Facilities Support Fund IWLC Women’s Leadership Endowed Fund Jane Boyd Quasi-Endowed Fund Load The Bases Fund Paul Engle Endowment Fund Robert G. Worley Indian Creek Nature Center Music Fund Theatre Cedar Rapids Endowment Challenge Grant Fund Trees Forever Brenton Fund Westminster Presbyterian Church Cash Reserve Fund

TOTAL AGENCY FUNDS African American Heritage Foundation Friends Fund Alzheimer’s Association, East Central Iowa Chapter Quasi-Endowed Fund Amana Arts Guild Agency Endowment Fund Amana Heritage Society Designated Agency Endowment Fund American Gothic House Center Endowment Fund Anna Purna Ghosh Foundation Endowment Fund Arc of East Central Iowa Foundation Quasi-Endowed Fund Artists in Schools Fund Bena Homestead Endowment Fund Big Brothers Big Sisters Art Christoffersen Memorial Scholarship Fund Big Brothers Big Sisters of Cedar Rapids & East Central Iowa Agency Operations Endowment Fund Boys and Girls Club of Cedar Rapids Agency Endowment Fund 40

16

2013 Agency Funds

142

Total Agency Funds

Bridgehaven Endowment Fund Camp Courageous of Iowa Endowment Fund Catherine McAuley Center Fund Catholic Worker House Endowment Fund Cedar Rapids Community School District Foundation Endowment Fund Cedar Rapids Freedom Festival Quasi-Endowed Fund Cedar Rapids Museum of Art Endowment Fund Cedar Rapids Museum of Art Quasi-Endowed Fund Cedar Rapids Opera Theatre Agency Endowment Fund Cedar Rapids Public Library Foundation Fund Cedar Rapids Symphony Endowment Fund Cedar Rapids Symphony Quasi Endowed Fund Cedar Rapids Symphony School Endowment Fund Cedar Valley Humane Society Endowed Fund Coe College Endowment Fund Community Health Free Clinic Endowment Fund Community Health Free Clinic Quasi-Endowed Fund Discovery Living Endowment Challenge Fund Discovery Living Inc. Endowment Fund II Discovery Living Inc. Quasi-Endowed Fund Discovery Living, Inc. Agency Endowment Fund Elaine Mykleby Young Artist Fund First Presbyterian Church of Cedar Rapids Endowment Fund Four Oaks of Iowa, Inc. Endowment Fund Four Oaks of Iowa, Inc. Quasi-Endowed Fund Four Oaks of Iowa, Inc. Quasi-Endowed Fund II Four Oaks Total Child Campaign Endowment Challenge Fund Friends of the Iowa Abortion Access Fund Friends of the Oak Hill Cemetery Endowment Fund Gary and Susan Speicher Friends Fund for Youth Gems of Hope, Inc. Agency Endowment Fund Goodwill of the Heartland Quasi-Endowed Fund Greater Delaware County Community Foundation Affiliate Fund Hawkeye Area Council, Boy Scouts of America Endowment Fund Henry and Bertha Tiemeyer Scholarship Fund Henry Davison Youth Center Fund The Heritage Area Agency on Aging Older Iowans Endowment Fund Horizons: A Family Service Alliance Endowment Fund Indian Creek Nature Center Charitable Trust Endowment Fund

Indian Creek Nature Center Founders’ Fund in honor of B.B. Stamats and Jean O’Donnell Indian Creek Nature Center Land Perpetual Care Agency Endowment Fund Iowa Choral Directors Association Foundation Endowment Fund Iowa Legal Aid Foundation Endowment Fund Isaac Newton Christian Academy Agency Endowment Fund Isaac Newton Christian Academy Founders Scholarship Endowed Fund Jack Shaffer Memorial Fund Jane Boyd Community House Fund Junior Achievement of Eastern Iowa Inc. Endowment Fund Kids First Endowment Challenge Fund Kirkwood Community College Foundation Endowment Fund Legion Arts (at CSPS) Agency Endowment Fund Legion Arts Agency Quasi Endowed Fund Linn County Endowment Fund Linn County Fund Linn County Historical Society Agency Endowment Fund Linn County Historical Society Agency Endowment Fund II Linn County Historical Society Collections Fund Linn County Historical Society Quasi-Endowed Fund Linn-Mar School Foundation Endowment Fund Linn-Mar School Foundation Selness Endowed Fund Linn-Mar School Foundation-Kiwanis Club Scholarship Fund Lisbon Community School District Foundation Agency Endowment Fund Lutheran Services in Iowa Charitable Foundation Quasi Endowed Fund Lynch/Schulz Environmental Education Fund Marion Churches Senior Living Community Foundation Endowment Fund Marion Public Library Endowment Fund Matthew 25 Endowment Fund Matthew 25 Quasi-Endowed Fund Mercy Medical Center Foundation Endowment Fund Mercy Medical Center Foundation Hall-Perrine Cancer Center Fund Mercy Medical Center Foundation Hospice House Friends Fund Metro High Children’s Trail Fund Metro Youth Football Association Agency Endowment Miracles in Motion Agency Endowment Miracles in Motion Quasi-Endowed Fund Mount Mercy University Endowment Fund Mount Vernon Community School District Foundation Agency Endowment National Czech & Slovak Museum & Library Fund Neighborhood Transportation Service Endowment Fund Old Creamery Theatre Agency Endowment Fund

Peggy Boyle Whitworth Endowed Fund for Brucemore Planned Parenthood of East Central Iowa Agency Endowment Fund Planned Parenthood of East Central Iowa Quasi Endowed Fund Red Cedar Chamber Music Agency Endowment Fund Southeast Linn Community Center Agency Endowment Fund St. George Orthodox Church Cemetery Endowment Fund St. George Orthodox Church General Endowment Fund St. George Orthodox Church Scholarship Endowment Fund St. Joseph’s Parish of Marion Agency Endowment Fund St. Luke’s Health Care Foundation Endowment Fund St. Luke’s Health Care Foundation Friends FBO the Cedar Rapids Medical Education Foundation St. Paul’s United Methodist Church Foundation Agency Endowed Fund St. Stephen’s Lutheran Church Endowment Fund Summit Schools Endowment Fund Systems Unlimited Agency Endowment Fund The Cedar Rapids/Marion League of Women Voters Endowment Fund for Education The Heritage Area Agency on Aging Older Iowans Endowment Fund The Junior League of Cedar Rapids Endowment Fund Theatre Cedar Rapids Endowment Fund Theatre Cedar Rapids Trustees Agency Endowment Fund Theatre Cedar Rapids Trustees Fund Trees Forever Agency Endowment Trees Forever Quasi-Endowed Fund Trees Forever Quasi-Endowed Fund II United Nations Association - USA of Linn County, Iowa Endowment Fund United Way of East Central Iowa Designated Agency Endowment Fund Waypoint Endowment Fund Westminster Presbyterian Church Agency Endowment Westminster Presbyterian Church Quasi-Endowed Fund Willis Dady Emergency Shelter Fund Witwer Center, Inc. Agency Endowment Fund Xavier Foundation Endowment Fund Young Parents Network Agency Endowment Fund

41

FUNDS FOR THE COMMUNITY: COMMUNITY ENDOWMENT FUND Donors can address the community’s greatest needs through these funds. Created by visionary philanthropists who want to support the community beyond their lifetimes, these funds allow the Community Foundation to address community needs and opportunities as they emerge.

1

2013 Community Endowment Funds

8

Total Community Endowment Funds

2013 COMMUNITY ENDOWMENT FUNDS

TOTAL COMMUNITY ENDOWMENT FUNDS

Metcalf-White Endowed Fund

Aschoff Family Fund Board of Director’s Fund College Opportunity Scholarship Fund Robert and Marion South Fund Ruth L. Hastings Brown Fund Susan M. Thayer Unrestricted Endowed Fund Ted and Maxine Welch Unrestricted Endowed Fund William B. Quarton Unrestricted Fund

FUNDS FOR THE COMMUNITY: FIELD OF INTEREST FUNDS Field of Interest Funds allow donors to make contributions to specific fields of interest that have meaning to them. This may include support for multiple areas of interest, such as the environment, education, the arts, or community development. The Community Foundation will award grants to organizations and programs that are making a difference in the selected areas.

0

2013 Field of Interest Funds

20

Total Field of Interest Funds

TOTAL FIELD OF INTEREST FUNDS Abbott, Joan and Ann Lipsky Endowed Fund for Child-Centered Programs Claire and Vernon Hudek Fund for the Homeless and Hungry Flood 2008 Fund Fund for Educational Excellence Fund for Management Resourcing Harstad Fund for Neighborhood Programs Homer E. and Irma B. Busby Fund for Human Services Iva C. Robb Fund for Artistic Initiative, a Liars Theater Legacy Fund John A. & Elsie M. Nelson Fund Marshall Journalism Incentive Fund 42

Nina E. and Victor D. Merveaux Endowed Fund for Historic Preservation Peggy Fashimpaur Kahr Fund for Arts Education Ralph E. and Barbara J. Hughes Endowed Fund for Church Related Human Service Activities Robert E. and Corinne L. Yaw Fund The GP Fund for the Environment Tokheim Family Field of Interest Fund for the Homeless and Hungry of Cedar Rapids Van Nostrand Fund for Health Related Activities Vern W. Reeder Memorial Fund White Cross Society Fund

SCHOLARSHIP FUNDS This fund type is used by donors to help students achieve their educational goals through scholarships or awards. Scholarship funds can benefit students of a particular school, geographic region, educational subject or other designation.

2013 SCHOLARSHIP FUNDS Drew Wall Scholarship Fund Kelley Family Scholarship Fund for Central A & M Community Unit District #21 in Moweaqua, Illinois Robert E. and Merry J. Kelley Scholarship Fund for Lisbon High School in Lisbon, Iowa Sandra Sieperda DeBoom Memorial Scholarship Fund

TOTAL SCHOLARSHIP FUNDS All-McKinley Alumni Endowed Scholarship Fund Besong Family Scholarship Fund Bob V. Bengtson Good Citizenship Award & Scholarship Fund for Students of Truman Elementary Charles and Edith Glidden Fund College Club of Cedar Rapids Scholarship Endowment Fund Dave Shay-KGAN-TV Broadcast Journalism Scholarship Fund for Students pursuing Careers in Broadcast Daybreak Rotary-Polk School Scholarship Fund Delaware County Fish & Game Protective Association Scholarship Fund Dick Damrow Educational Fund Eastern Iowa Cash Management Association Scholarship Fund

6

2013 Scholarship Funds

34

Total Scholarship Funds

George A. and Louise M. Kalous Endowed Scholarship Fund Glenn & Mary Wendler Scholarship Fund Henry & Sara Katz Foundation Fund Iowa Physician Assistant Society Designated Scholarship Fund Joe Corbin Memorial Scholarship Fund Joe Corbin Memorial Scholarship Fund II Kleiman Family Endowed Scholarship Fund Kleiman Family Scholarship Fund Komensky Society Scholarship Fund Lavenz Memorial InCourage Scholarship Mary E. Rickey Scholarship Fund Nina and Victor Merveaux Scholarship Fund O.J. & Viola Elsenbast Designated Fund Outstanding Student Leader Scholarship Fund Robert K. Dennis Scholarship Fund Smith Family Scholarship Fund Stephen Bonfig Memorial Scholarship Fund Suki Cell Scholarship Fund Vern W. Reeder Memorial Scholarship Fund Zeta Phi Eta Memorial Scholarship Fund for the Performing and Communicative Arts

PRAIRIE FUNDS The Prairie Fund allows donors and nonprofit agencies to establish a fund with an initial gift of $2,500. With regular contributions over five years, the fund becomes a named, endowed fund once it reaches $10,000. At that time, the fund will produce a distributable amount to provide support to nonprofits.

2013 PRAIRIE FUNDS Josh Holland & Dawn Svenson Holland Fund Robert G. Worley Indian Creek Nature Center Music Fund Scott and Sheryl Arensdorf Family Endowed Fund

TOTAL PRAIRE FUNDS Bancks Family Endowed Fund Cedar Valley Humane Society Friends Fund

3

2013 Prairie Funds

13

Total Prairie Funds

DJ and Abbie Smith Fund Informatics Endowed Fund Jenny Schulz and John Chaimov Endowed Fund Mike and Sue Kortemeyer Education Fund Petersen Family New Commandment Fund The Joann Elizabeth Downey Fund Twedt-Ball Family Fund Willis Dady Emergency Shelter Fund 43

H E R I TA G E S O C I E T Y More than 400 local philanthropists are members of the William Quarton Heritage Society, which recognizes and honors those who have made permanent gifts to the Greater Cedar Rapids Community Foundation through a planned gift or the establishment of an endowed fund.

Planned gift options include naming the Community Foundation as a beneficiary in a will, charitable remainder trust, charitable gift annuity, life insurance policy or retirement fund.

11

New Planned Gifts in 2013

35

Planned Gift Donors who are WQHS Members

WILLIAM QUARTON HERITAGE SOCIETY MEMBERS Anonymous Justin* and Mildred* Albright Kathleen Lower Aller and Tom Aller Robert W. and Elizabeth M. Allsop Gary L. and Alice Anderson Thomas J. and Sarah E. Anderson Anna O.* and William G. Anderson William H. Anderson Marian J. Arens Scott and Sheryl Arensdorf Carl* and Jacqueline Aschoff Jean H. Ashby* Robert J. Assink Helen (Skippy) Bell Atherton Daniel R. Baldwin Jon and Deborah Bancks Lorna M. Barnes Bill and Lu Barron Gordon and Jann Baustian Ruth Opal Beatty Family* F. William Beckwith Dean and Gale Beer Bob V. Bengtson Peter F. Bezanson* Orville Bloethe Bob and Judy Blommer Bill Bloomhall Barbara Bloomhall and William A. 窶ィloomhall, Sr.* Jan Bloomhall John and Cindy Bloomhall Wilma J. Blosser Katheryn Boatman Scott and Joann Bogguss 44

Michael and Mary Bowser David Bowser and Linda Vance Gordon and Diana Lynn Bowser Barry and Gilda Boyer Jean Brenneman Ruth L. Hastings Brown* Peter and JoAnn Bryant Joanne and Ernest Buresh David H. and Rose Marie Burke Steven and Joanne Carfrae John Chaimov and Jenny Schulz Richard* and Judith Chandler Ivan and Mary Bess Chester Barbara Christiansen Larry H. Christy Lee and Jay Clancey Brent and Dawn Cobb Patrick and Sandra Cobb Robert S. Cook and Family Loren L. and Patricia A. Coppock Paul and Sara Corbin Joe and Sue Cunningham John P. Curran Swati and Arvind Dandekar Beverly Davey Heidi and Matthew Dean Tom and Beth DeBoom Dr. and Mrs. Robert K. Dennis Chris and Suzy DeWolf Family Jean Ann and Brian Dillman Brian and Teri Donnelly Ann Dorr Wendy and David Downey Kurt and Debora Downey

Duncan Family James and Rosemary Earl Tiffany A. Earl Kevin Eck and Sashi Solomon John and Dana Ehrhart Herbert L.* and Dorothy* Ellingson John R. and Cheryl G. Elliott Susan Elliott-Bryan O.J.* and Viola* Elsenbast John M. Ely, Jr.* and Polly Ely* Norman* and Floy* Erickson Don and Rita Erusha Jack and Nancy Evans Dorothy M. and Don L.* Fauser John P.* and Jean W. Ferring Darrell and Dorothy Fisher Robert C. * and Marjorie H. Fletcher Rick and Donna Flynn William B. and Jo Anne F. Galbraith Les and Katrina Garner William and Harriet Gasway David and Susan Gehring Dean and Laura Gesme Meril Geuder* Janice and John Gilmour Charles* and Edith* Glidden David and Kathleen Good Rose and LaVern Gordon Gary Grant Joan Greenblatt* Norbert* and Donna* Hahn Lana F. Hake Sarah Halbrook Kathleen J. Hall

Kathy L. Hall Ortha R.* and Ken* Harstad Mary Lou and Donald Hattery Ted and Tish Healey Kay and John Hegarty Clifford A. Hendricks Edna A. Herbst* Jim and Ann Hoffman Lee R. Horn* Claire* and Vernon* Hudek Barbara J. and Ralph E.* Hughes William B. Quarton* and Jean A. Hunnicutt Duane J. and Anne Jasper Amy C. Johnson David and Mary Johnson G. Richard and Jackie Johnson Kenneth L. and Mildred M.* Johnson Mildred Joslin and Edward Kemp* Sher Jasperse* and Daryl Julich Mary and David Junge David and Sherri Justice Vyrl* and Martha Justice Peggy Fashimpaur Kahr George* and Louise* Kalous Suzanne Rosenbaum Katz* Merry* and Bob* Kelley Frank and Geri Kintzle Joe and Carolyn Kirby Thomas and Clara Kleiman G.T. (Jerry) Knox David and Jillian Knutson Peter and Ingrid Kölln David Kubicek Ted and Margaret Kubicek Mary Ann Kucera Robert and Caroline* Kucharski Lawrence and Kimberly Kudej Nancy Lackner Sheryl Chehak Lamb* and Willis E. Lamb* Robert J. and Sue B. Latham James* and Susan Lavenz Robert and Carol Lehman Thea and Roger* Leslie Christopher and Jane Lindell Dina and John Linge Ann Lipsky Norman G.* Lipsky and Belle M. Lipsky Joan Lipsky Hilery Livengood John and Laura Locher Joe and Cherri Lock David Mahlke George and Janelle McClain Bruce and Judy McGrath

Jo* and Larry McGrath David and Ruth McGuire Nancy Green McHugh Fredrich and Gretchen Mellberg Nina* and Victor* Merveaux Richard and Kathleen Minette Frank and Cheryle Mitvalsky Mike and Ann Mohnsen Tara and Bob Moorman Paul and Jennifer Morf Craig and Deborah Mrkvicka Kelly and Anne Mulford Bill and Cathy Munsell Virginia Myers* Ron and Sue Neil Gregg and Kate* Nelson John* and Elise* Nelson Kay and Duane Nesetril Greg and Debbie Neumeyer William and Cheryl Nordstrom John and Christine North Jason and Julie Nosek Forbes* and Ann* Olberg Ron and Sue Olson Tyler Olson John and Stacie Osako Nancy Owen Dave and Anne Parmley Rich and Marion Patterson Jerry and Ann Pearson Chuck and Mary Ann Peters Jay and Bonnie* Petersen Tom and Cathy Petersen Ann* and David B.* Pickford James A. and Monica M. Piersall Mike Plotz Jewel Plumb Wendy* and Randy Portz William and Janis Quinby Shannon B. Ramsay Mary Jo and David Rater Mrs. Vern W. Reeder* Curt and Sigrid Reynolds Mary E. Rickey* Louise G. Roalson Dr.* and Mrs. William John Robb Jack and Jackie* Roland Carolyn Pigott Rosberg Gary Rozek Al and Martha Ruffalo Judith Whetstine and Bob Rush John M. and Wilma Ann Wallin Sagers Walter W. Schneider Shelley Schultz Dr. Douglas and Patricia Sedlacek

William D. Severa Larry D. and Claire J. Sharp Paul R.* and Rebecca F.* Shawver Bart and Debra Showalter Laurie and Robert Silber Marilyn and Dayton* Sippy Drew and Jo Ann Skogman Gary and Robin Skogman Kyle and Susan Skogman LaJuana Skogman DJ and Abbie Smith Duane Smith Dyan and John Smith Marty and Julianne Smith Al* and Sara Sorensen Robert* and Marion* South Susan and Gary Speicher David and Susan Stamm Marlyse and Terry Strait Eleanor Streletzky Dawn Svenson Holland and Josh Holland Robert Synhorst Julie and Byron Tabor Bruce Tarwater John and Carol Thatcher Fred and Bev Timko Kathleen Toborg Dale and Sara Todd Theodore* and Elizabeth* Trefny Terry Trimpe James and Susan Turner Karla and Clint Twedt-Ball Robert Untiedt Michael and Marla Valliere Josie Velles Kimberly Vine Doug and Robin Wall R. Ray* and Barbara Weeks Maxine and Ted* Welch Guy H. Wendler Susanna Wendler William P.* and Gayle* Whipple Dorothy J. White* and Robert Dean Metcalf* Peggy Boyle Whitworth* Martin and Diane Wiesenfeld Susan Willey Esther and Myron Wilson Larry and Joni Witzel Robert* and Charlotte Worley Jason and Leslie Wright Corrine and Robert* Yaw David Zylstra *Deceased 45

MEMORIALS IN 2013 The following memorial funds were established in 2013: Barbara Plattenberger Tarwater Educational Fund Drew Wall Scholarship Fund Dustin Tardiff Fund for Academic Advancement

Mary Gase Memorial Fund Robert G. Worley Indian Creek Nature Center Music Fund Sandra Sieperda DeBoom Memorial Scholarship Fund

The following memorial funds received contributions in 2013: Alzheimer’s Association, East Central Iowa Chapter Quasi-Endowed Fund Barbara Plattenberger Tarwater Educational Fund Bridgehaven Endowment Fund Community Endowment Fund Discovery Living Endowment Challenge Fund Discovery Living Inc.Quasi-Endowed Fund Dorothea E. Garberson Wildflower Project Dustin Tardiff Fund for Academic Advancement Elaine Mykleby Young Artist Fund George and Barbara Norman Designated Endowed Fund II Heritage Area Agency on Aging Friends

Horizons Friends Fund Iowa Choral Directors Association Foundation Friends Fund Iowa Legal Aid Foundation Friends Fund Marshall Journalism Incentive Fund Matthew Carl Livengood Memorial Fund Mercy Medical Center Foundation Friends Fund Operating Endowment Peggy Boyle Whitworth Endowed Fund for Brucemore Project Victoria Fund The Joann Elizabeth Downey Fund Vine Family Fund

HONORS IN 2013 African American Heritage Foundation Friends Fund In Honor of Thomas N. Moore Alex Strait Memorial Fund for Indian Creek Nature Center In Honor of Marlyse M. Strait’s 60th birthday.

Cedar Rapids Public Library Foundation Friends Fund In Honor of Cedar Rapids Public Library Employees Designated Donor Fund In Honor of Betty J. Debban Community Endowment Fund In Honor of Leslie H. Garner Jr. Speaking Honorarium Indian Creek Nature Center Charitable Trust Endowment Fund In Honor of Paul P. Morf

46

Kidneeds Fund In Honor of Bryanna In Honor of Daniel Harris In Honor of Dave Yates In Honor of Suzanne Nunn In Honor of Zachary Smith In Honor of Kristyn Wheeler Paul and Jennifer Morf Endowed Donor-Advised Fund In Honor of Paul P. Morf Speaking Honorarium Project Victoria Fund In Honor of Jeremiah Maller

SCHOLARSHIP RECIPIENTS IN 2013 ALL-MCKINLEY ALUMNI ASSOCIATION SCHOLARSHIP Peter Greubel (McKinley) Ezra Hackenmiller (McKinley) Devon O’Donnell (McKinley) BENGTSON SCHOLARSHIP AT TRUMAN SCHOOL Maddie Miller (Truman) BESONG FAMILY SCHOLARSHIP Amira Shehan Nash (Washington) COLLEGE OPPORTUNITY SCHOLARSHIP Micaela Andrews (Xavier) Alexander Dean (Lisbon) Tanner Emerson (Prairie) Brandon Hornback (Marion) Megan Kelly (Washington) Maliya Rattliffe (Jefferson) Dylan Shaffer (North Linn) Austin Swanson (Linn-Mar) Brianna Vis (Kennedy) DELAWARE COUNTY FISH & GAME PROTECTIVE ASSOCIATION Maddy Kerns (Edgewood-Colesburg) Kristi Moorman (West Delaware) Brock Morris (West Delaware) Ryan Soppe (West Delaware) DREW WALL SCHOLARSHIP Richard Sutton (Kennedy) FRANCIS MCMANN SCHOLARSHIP Madeline Dietz (Washington) GLENN & MARY WENDLER SCHOLARSHIP Joey Freeland (Alburnett) GLIDDEN COMMUNITY SERVICE SCHOLARSHIP Emma Anne Edelen (Jefferson) Hannah Gibbs (Xavier) Adam Goldberg (Kennedy) Kayla Haverkamp (Springville) Shelby Leeper (Washington) Molly McCarty (Linn-Mar) Alexis Rael (Marion) Josie Wagner (Prairie) Brandon Waring (North Linn) IOWA PHYSICIAN’S ASSISTANT SCHOLARSHIP Rachel Doggett (Des Moines University) Augusta Garberich (University of Iowa) JOE CORBIN MEMORIAL SCHOLARSHIP Casey Inman (Ames) Gregory Sloan (Ames)

KOMENSKY SOCIETY SCHOLARSHIP Lindsey Blair (Xavier) Allison Johnson (Jefferson) Amanda Petrick (Mount Vernon) Hailey Sojka (Xavier) Nicole Thing (Xavier) LAVENZ MEMORIAL INCOURAGE SCHOLARSHIP Alisse Daffinrud (Kennedy) MARY E. RICKEY SCHOLARSHIP Crystal Terman (University of Iowa) MERVEAUX ACADEMIC EXCELLENCE SCHOLARSHIP Megan Anderson (Washington) Michael Davies (Kennedy) Sidney Larsen (Marion) Justin Livingston (Prairie) Amanda Petrick (Mount Vernon) Hunter Pflughaupt (North-Linn) William Quandt (Jefferson) Alex Tietz (Xavier) Abigail Van Dyke (Linn-Mar) NORMA WENZEL SCHOLARSHIP Amy Parker (Washington) O.J. & VIOLA ELSENBAST SCHOLARSHIP Amanda Aeilts (Graettinger-Terril) OUTSTANDING STUDENT LEADER SCHOLARSHIP Micaela Combs (Marion) Joey Freeland (Alburnett) Zachary Gerst (Linn-Mar) Alison Givens (Lisbon) Alexis Leggat (Prairie) Alec McIntosh (Jefferson) Reginald Schulte (Xavier) Michael Snook (Kennedy) Thomas Werner (Washington) REEDER MEMORIAL SCHOLARSHIP Dixon, Alyssa (Kennedy) Chessa Loushin (Washington) Danielle Nehman (Jefferson) Lydia Williams (Metro) ROBERT K. DENNIS SCHOLARSHIP Lexie Hudachek (Lone Tree) STEPHEN BONFIG MEMORIAL SCHOLARSHIP Alex Balk (Dubuque Wahlert) ZETA PHI ETA MEMORIAL SCHOLARSHIP Varinia Oyola Rebaza (University of Iowa)

KLEIMAN FAMILY SCHOLARSHIP Tanner Boyle (Kennedy)

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For a complete list of donors visit www.gcrcf.org.

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COLLABORATIONS COMMUNITY ALLIANCE INITIATIVE Founded in 2011 as the Community Development Grant Program, the Community Alliance Initiative (CAI) continues to be a unique partnership among the City of Cedar Rapids, Linn County, and the Greater Cedar Rapids Community Foundation. The CAI promotes and facilitates sustainable, cross-sector collaborations that unite funders, nonprofits, governments and the business community to achieve cohesive, transformative impact to support community priorities.

The Initiative continues to highlight the importance of strong alliances across sectors. In 2013, the CAI was boosted when the program prepared an application for the Robert Wood Johnson Program and five community leaders (including the CAI Program Director) were presented leadership development scholarships to the Robert Wood Johnson Foundation Boundary Spanning Leadership Program. The CAI has integrated the resulting tools with the intent of replicating synergistic practices across the community.

Since its inception, CAI’s collective efforts have yielded participation in 59 projects that have engaged over 150 community, regional and national partners. The projects have resulted in 32 proposal submissions that have successfully facilitated over $6.7 million in funding.

For more information about CAI, contact Tracy Tritle, CAI Program Director at 319.774.2376 or tracy.tritle@gcrcf.org.

COLLABORATIVE ENTITIES Social Services Educational Institutions Healthcare Agencies/Institutions Arts & Culture Correctional Institutions Private Business

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Private Consultants City Government County Government Regional Government Federal Agencies

STAFF ADMINISTRATION

Les Garner President & CEO les.garner@gcrcf.org

DEVELOPMENT

Laura Booth Executive Assistant laura.booth@gcrcf.org

Michelle Beisker Vice President of Development michelle.beisker@gcrcf.org

Josie Velles Director of Development Services josie.velles@gcrcf.org

Elizabeth Cwik Program Officer elizabeth.cwik@gcrcf.org

Rochelle Naylor Program Officer rochelle.naylor@gcrcf.org

Bernadette Gladish Program Assistant bernadette.gladish@gcrcf.org

PROGRAM

Karla Twedt-Ball Senior Vice President karla.twedt-ball@gcrcf.org

FINANCE

Jean Brenneman Chief Financial Officer jean.brenneman@gcrcf.org

MARKETING

Emmylou Ball Controller emmylou.ball@gcrcf.org

Corinne Ramler Director of Marketing corinne.ramler@gcrcf.org

Amber Waring Marketing Associate amber.waring@gcrcf.org 51

Our Board of Directors and committee members exemplify the virtues of collaboration and giving back. These respected professionals and community leaders combine their expertise to guide the Community Foundation’s success. Thanks to their extraordinary commitment, the benefits of philanthropy will continue to grow throughout our communities for many years to come.

BOARD OF DIRECTORS

Cheryle W. Mitvalsky Chair

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Loren L. Coppock Chair-Elect

Chris DeWolf Past Chair

Katie Oberbroeckling Treasurer

Chris Skogman Secretary

Gary Bartlett

Lydia Brown

Karl Cassell

John Chaimov

Brent Cobb

Terri Christoffersen

Greg Dunn

Tiffany Earl

Sara Fisette

Maureen Kenney

Thomas Moore

John Osako

Elizabeth Schott

Oather Taylor

Fred Timko

Kevin Welu

COMMITTEES CAPACITY FUND COMMITTEE Kendra Abel Lydia Brown Ryan Buresh Terri Christoffersen Brent Cobb Cathy Gullickson Chris Lindell Katie Oberbroeckling COMMUNITY OUTREACH COMMITTEE Lydia Brown Tom Moore John Osako Elizabeth Schott DEVELOPMENT COMMITTEE Loren L. Coppock Chris DeWolf Nancy Kasparek Cheryle W. Mitvalsky Ron Olson Chris Skogman EDUCATION FUND COMMITTEE Kathleen Aller Fred Althoff Rob Cline Amy Lynch Tom Moore Jenny Schulz Elizabeth Schott EXECUTIVE COMMITTEE Lydia Brown Loren L. Coppock Chris DeWolf Cheryle W. Mitvalsky Katie M. Oberbroeckling Chris Skogman Kevin Welu

GRANTMAKING AND LEADERSHIP COMMITTEE Gary L. Bartlett Lydia Brown Karl Cassell John Chaimov John Osako Elizabeth Schott INVESTMENT COMMITTEE Gary L. Bartlett Maureen Kenney Greg Neumeyer Julie Nosek Denny Redmond Frederick G. Timko Kevin Welu LINN COUNTY FUND COMMITTEE Gary L. Bartlett David Gardner Mary Junge Dave Machacek Elizabeth Schott NONPROFIT NETWORK Jeff Capps Karl Cassell Mary Lou Erlacher Sara Fisette Katie Geiken Anne Gruenewald Mike Humbert David Janssen Virginia Michalicek Tom Moore Quinn Pettifer Katie Sanquist Jenny Schulz Kim Wilkerson

PROGRAM FUND COMMITTEE Craig Byers John Chaimov Sara Fisette Peggy Hardesty John Osako Kurt Rogahn Elizabeth Schott Oather Taylor Ruth E. White SCHOLARSHIP COMMITTEE Jann Baustian Mary Crandall Laura Dement Connie Fullmer Dunkin Betty G. Ehlinger Heather L. Fleming Katie Giorgio Kathleen A. Kleiman Amy March Joan Murrin Lynn Ocken Liz Posekany Jane Schildroth Lisa R. Thirnbeck

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VISION To be a trusted partner in charitable giving, improving the quality of life in our community‌forever.

MISSION To help donors give in meaningful ways, to strengthen nonprofits, and to provide leadership that supports a vibrant community.

VALUES RESP ON SI BL E S T E WA R D S

We take seriously the public’s trust and we safeguard donor intentions.

EXC E PTI ON A L S E RV I C E

We strive to exceed the expectations of those we serve.

INTEG RI TY

We do what is right by operating ethically and transparently.

INCL U SI VE

We seek diverse voices and participation.

INN OVATI ON

We demonstrate and welcome creativity, resourcefulness, and ingenuity.

STR ATE G I C

We strive to achieve positive long-term results for those we serve.

N IMBL E

We demonstrate flexibility, responsiveness, and we are open to creative strategies.

ENG AG E M E N T

We seek broad community involvement and work through partnerships.

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324 3rd St. SE Cedar Rapids, IA 52401 info@gcrcf.org Phone: 319.366.2862 Fax: 319.366.2912 www.gcrcf.org Connect with us:

The Greater Cedar Rapids Community Foundation is in compliance with national standards for services and operations that have been established by the Council on Foundations to guide sound policies, accountable practices, and ethical and operational integrity that strengthen the effectiveness of community philanthropy.