Community Foundation of Greater Dubuque 2018 Annual Report Copyrighted
May 6, 2019
City of Dubuque Consent Items # 7.
ITEM TITLE: Community Foundation of Greater Dubuque 2018Annual
Report
SUM MARY: City Manager providing a copy of the 2018 Annual Report
for the Community Foundation of Greater Dubuque.
SUGGESTED DISPOSITION: Suggested Disposition: Receive and File
ATTACHMENTS:
Description Type
Building BridgesAnnual Report2018 Supporting Documentation
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A bridge does more than
connect two sides of a river.
Itjoins communities, enabling people to work togetherto
address challenges and broaden their impact.
�\��w.- -,.
� Bridges are fi�Rures of the rural landscape in Eastem
.� . lowa; at the Community Foundation of Greater Dubuque,
we have been building our own bridge for 16 years.
� The foundational blocks were laid in 2003 when a group
_�,_ ' -�+"�"'" � , —�- of community leaders imagined a way to multiply the
impact of generous individuals through community
� � insight and a convening of resources.
- \
- . .-; _, Today,that dream lives on through the Community
-- - � � - Foundation's work,the generosity of every donor and
�`�-�� ! � the vision of every stakeholdec Using our collective
����' resources and knowledge of community needs,we
�� � strivetoincreaseaccesstoopportunityforallresidents
`�� through lasting, systemic change.
��-
`wq� � Our bridge stands tall and spans many communities.
We welcome you to cross it.
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A retired prosecutor uses her knowledge and experience to help the
Community Foundation build partnerships that lead to big impacts.
When consldering howto use her post- connecting brain health providers and law
retlrementtlme, Chris Corken had one enforcement,the foundatlon faciGtated
condltlorr "I was only goingto spend It on expanslon of a"moblle crlsls unit"that
things I cared deeply about," she says enables pollce to call for support from
After learning aboutthe Communit Hlllcrest Famlly5ervices when they
Foundatlon's Initlative to Improve access to encounter someone having a brain
brain health services,the career prosecutor, health emergency,
who served the Dubuque area for 30 years, Addltlonally, a new Initlative helps people
knew she found a project worthy of her tlme jailed for misdemeanors—and also
That was In z016, not long afterthe dlagnosed with brain health Issues—move
Foundatlon learned through a needs through the criminaljustice system more
assessmentthat barriers to brain health care qulcklyto ensure they remain connected
were Impeding many Dubuque resldents' wlth soclal safet net programs and other
ablGt to thrlve well-being resources upon release.
Throughout my career I saw how Thls work also led to the approval of a
circumstances kept people from getting the Dubuque Count access center—one of slx
help they needed and the frustratlon caused requlred statewide—to serve people wlth
by a system that dldn't functlon the way It urgent brain health needs.
should," she says Through her work, Corken hopes to Insplre
Corken, alreadyamemberoftheFoundatlon's others, particularly'brdlnarypeople"
Board of Dlredors,jumped at the chance to llke herself,to support the Communit
be part of the solutlon Wlth deep knowledge Foundatlon's work addressing emerging
of government, law enforcement and social needs In the communit.
services, she volunteered to help convene The Communit Foundatlon Is unlquely
communit leaders to address the problem posltloned to do systems change work," she
Slnce Corken's work began, slgnlficant says "We can forge partnershlps among
progress has occurred,thanks also to a local leaders to find solutlons to regional
$50,000 TelGgen Foundatlon grant By Issues That's the blueprint for change"
2� police officers have called � O O Q of them say they
the mobile crisis unit /Q would use it again
5
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JIM SJEAN GANTZ
P �ANNING FOR FOREVER
� , = -
As native Dubuque residents, Jim and Jean Gantz have developed a plan to
tie their legacy to the future of their community through giving.
ToJlm andJean 6antz, Dubuque Is more than The Forever Fund Isn'tthe only beneficiaryofthe
a home It Is a communitthat has supported 6antzes' generoslt Taking advantage ofthe
them from blrth through thelr respedlve careers Communit Foundatlon's estate planning services,
—Jean as a speclal educatlon teacher and they developed a creative roadmap for howthelr
Jlm as the thlyd-generatlon owner of a famlly charitable giving can make the greatest Impact
beverage-dlstrlbutlon buslness posslble whlle meetingthe couple's personal
Today, both retlred,they are giving back to phllanthroplc goals The creative optlons afforded
the communit that has given them so much to them Indude complex gifts duringthelr llfetlme
Working with the Communit Foundatlon,they and far Into the future.
have arranged for thelr assets to benefitthe Through the estate planning process,the
people of Dubuque for generatlons to come 6antzes determined howthelr assets wlll provide
I m a firm beGever In giving back," says Jlm addltlonal support for causes dose to thelr hearts,
6antz,who serves on the Foundatlon's Board induding services for people with speclal needs
of Dlrectors "We wanted to work with the and arts and cultural attractlons.
Communit Foundatlon, because It Is best sulted The couple's estate plan also will support
to understand the needs ofthe communit Initlatives that promote active, healthy Gfestles,
That's what sets It apart from other charltles" reflecting a personal passlon for outdoor
That understanding of local needs Is whythe recreatlon that runs deep In thelr famlly hlstory
6antzes decided to make a legacy gift to the Health and fitness are so Important," says Jean
Communit Foundatlon's 6reater Dubuque 6antz "We are always doing something, whether
Forever Fund, an endowment through whlch It be blking, cross-country skling orjust walking.
generous Indlviduals can help respond to Even myfather was kayaking untll he was 80
the unexpected,from emerging needs to new years old"
opportunitles that strengthen the region The 6antzes learned more than fitness from
� I love endowments" says Jlm 6antz "Because thelr parents They also learned the Importance
they pay out annual dlstrlbutlons to Important of giving Today,they are passing that value on
causes,they are a wayto leverage what you to thelr chlldren,who have become charitable
have to do more for the communit" givers themselves.
Ourtlme and resources are preclous" says
24 ��W �����Y Jlm 6antz. "It's Important to devote them to
SOCIETY MEMBERS �urpass�ons
2017 - 2019
Learn more on page 12
7
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CHARLIE 6 LINDA GIESE �
TRANSFORMATIVE CONNECTIONS
�,R4��R�YCj�s�, To honor their late son's legacy, a family works with
,��o ` the Community Foundation to support opportunities for
underprivileged youth.
A natural athlete, Carter 61ese excelled at provides programming to strengthen famlGes and
numerous sports, Induding hockey,tennls and golf Improve academlc achlevement.
But It was hls sportsmanshlp and compasslon for
The center aims to boost proficlency In math
others that hls parents, CharGe and Llnda 61ese, and reading—and e�racurrlcular adlvitles Gke
say really made hlm shlne athletics keep students motivated They also teach
He wasn't that competltive" says Llnda 61ese "He Interpersonal skllls and offer opportunitles that
just wanted to play, and he played for the team" famllles mlght not otherwlse be able
In zOB and on the cusp of recelving V i to afford.
hls bachelor's degree, Carter dled � C E �` Thanks to funding from the
In a car crash, leavinghls famlly �, Gleses,the Dream Center
and members ofthe Dubuque �� 4 , purchased basketball
communit heartbroken Today, . ,,, .,, unlforms—each carrying
hls parents honor hls memory by Carter's name—that
giving back ' . �ti � � have Instllled pride In
Through the Communit � young athletes,the 61ese
Foundatlon,the 6leses' famlly famlly and the broader
and frlends establlshed the , �� communit.
Carter R 61ese Endowment Fund, They are so much more
enabGngthemtosupportsports I thanjerseys" saysRacquel
and recreatlonal experiences � McClellan,the center's donor
for local chlldren and teens Thelr � relatlons coordlnator "It makes
passlon Is for programs that Instlll students feel they are atrue team and
the values Carter exempllfied, part of a communit And they feel proud to
whlch Is whythey have supported honor Carter and hls famlly"
Initlatives Gke asslstance for youth For the 6leses,the ablllt to make such an Impact
hockey players and free golf lessons for In Carter's name Is the true benefit of the fund.
underprlvileged youth Because the endowment wlll pay out annually,
The Communit Foundatlon knows the needs that forever,they are confident Carter's passlon for llfe
exist In Dubuque We've worked with them to help wlll always be felt In Dubuque.
provide posltive experiences for chlldren who mlght Thanks to the guldance ofthe Communit
not have the same opportunitles as Carter," says Foundatlon, I feel llke hls name will go on forever,"
CharGe 61ese says Llnda 61ese "Thank you to all our famlly
Amongthe organlzatlons the 6leses have and frlends who contlnue to support Carter's
supported Is the Dream Center, an anchor of foundatlon Wlthoutyou,thls Impact wouldn't
Dubuque's Washington Nelghborhood that be posslble"
9
� SUPPORT I
STRUCTU RES
Our Affiliate Foundations
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mmponentsthatsupportlt.VJhllea --- ,.�
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Su�h Is the reLtionshlp between the �
Communlly Poundation of 6reater � ; �
DubuqueandltseightaffiGate � '
foundations.VJhlle Dubuqueserves �
asanemnoml�and�ulturalhub,the , �� .�
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surroundingruralmmmunitiesarevital ;_ ti �_ _ � � � _ - �"
tosupportingtheoverallwell-beingof .- _
our region. , .
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elementsholdingupthebridgethat ' :,4� �� � -
mnne�ts generous phlLnthropl� � �� ., _
partners with the future of our region. ��--� � �.�
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morethan $26 milGon, ouraffiGate � � • :� � . . _ ' -
foundations help address ourmlle�tive ������ �,'.- � -�
region's greatest�hallenges andselze ��. � �� ;
opportunities to ensure our home � ;�
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remainswelmmingandvibrantfor l'�b���.7jJ0. � "� :
everyone who Gves here. �"�� ;'�t+� . � � �S ��
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PILLARS OF GENEROSITY
The future of our region is shaped by those who are here today.ThaYs why the Community Foundation of Greater Dubuque is proud to recognize
the generous donors who have committed to helping us make an impadthat will last for years to come.
The Legacy Soclety honors IndlviduaLs,muples and famllles who have made planned gifts[o[he Community PoundaCion.
���a�� Often,[hese meaningful gifts go unremgnlzed because[hey mme a[[he end of a donor's llfe.The Legacy Soclety Is our
5���� , way of acknowledging[hls generous mn[ribuCion[o[he fu[ure—[oday.
py Por more InformaCion vlslt dbqfoundatlon.org/legacysodety.
J
Anonymous Joan Hoffman* Leo and Joy Mdarthy Helen Stoddard
Ed and Shirley Babka Bill Homrighausen* Verda M�Lendon Ted and Diana Strait*
Alta Bailey Doug and Karen Horstmann Roy Blair and Susi Nehls A.W.Sunleaf
Mark D.Baker* Ja�kie Jan Edwin Oberbroe�kling Jim and Marita Theisen
Joan Barton Earl and MaryJean Jarvis James Owen Jr.* John Tilton and Christine Chapin-Tdton
Beverly A.Baum Betty Jetter Barry and Mary Lammer Pi�kart Sharon Tmker*
Helen and Edwin Bishop* Mary Kelley Melvin and Mabel Randolph* Alan and Myma Tubbs*
Edwin and Barbara Blinks* Olive Kendall Harlan and Helene Ruff Grace Tubbs
Tim and Christine Conlon* Clark and Susan Kemdt Phil and Judy Ruppel Mike and Nan�y Van Milligen
Maury Conwell W.John and Elvira Koski Laurabelle Mae Rutenbe�k John W.Voss Estate*
Ja�k and Carla Crahan Keith and Sherry Kramer* Linda Sandford* Neil Webster
Norma Denlinger Lawrence Kruse* Merle and Mary Santjer Greg Welp
Raymond and Emma Diedri�h Norris Kuenzel Thelma S�hlueter Jean Welsh*
James and Jean Gantz* Chris and Kathie Lampe* Fritz S�hmid Laura Wendel
Ed Geers* Bruce and Jeanne Lauritsen John and Bette S�hmid Sc Dc Joseph and Teri Zu«aro
SharonGilbert* RussellandJuanitaLoven MaryandJamesS�hmid
Charles and Joann Harrington* Carol Ma�hael* Ri�hard T.and Carolyn M.S�hmid *Zo�7-Zo�9 honoree
Catherine Heinz Ja�k Marlowe* Dc Andy annd MJ.Smith
Donna Helble* George Maier Dr.James Snyder
E� ]������ TheEndowmen[SocletyremgnlzeslndlviduaLsmuplesfamlllesandbuslnesseswhoes[abllshanendowmen[wl[h[he
(L Community PoundaCion and mn[ribu[e$10,000 or more[o[ha[fund during[heir llfeCime.VJe are proud[o honor[hese 2017
���IiLGLV and2018donorsand[heirexemplaryleadershlpingrowingpermanen[resources[obenefi[[heregion.
� Por more InformaCion and a full lls[of honorees vlslt dbqfoundatlon.org/endowmentsodety.
20D-2018 Honorees
Pat Bresnahan Dc Ri�hard Hermeier James and Pamela Miller Jim and Marita Theisen
Donna Bo¢herding Dave and Sheri Herold John and Yvonne Nelson Tony and Susann Theisen
Donald Burzlaff Bill Homrighausen James Owen Jc Alan and Myma Tubbs
Chad and Laura Chandlee lowa Mutual Insurance Paul and Pamela Pe�kosh Patti Waa�k
Kristin and Kirby Clark Lisa Johnson Ronald and Mary Radloff Phil and Joan Weber
DeWitt Bank fr Trust Company Danvin Kilburg Tom and Amanda Rauen Donna Welterlen
First Central5tate Bank William R.Klauer Venice and James Ri�hardson Evelyn Wie�k
Sharon Gilbert Krieger's of DeWitt William and Deborah Seiffert Jill Wilgenbus�h
Phillip and Leona Golladay Chris and Kathie Lampe John H.Simmons Mi�hael and Kari Zelinskas
Great River Te�hnologies Bemard Lehman Dave Sivright Jr. Julie Zimmerman
David and Suzanne Hahn James and Susan Lindsay Brian and Linda Southwood
David Hels�her Carol Ma�hael Wayne and Nan�y Stuedemann
Patri�ia Henri�ksen Ron M�Gawran Don Thiltgen
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CONNECTING THE COMMUNITY.
CONNECTING YOU.
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�83 . 9 Million
Total Assets
�10.7 Million $7.6 Million
Total Gifts 6 Pledges Total Grants 6 Scholarships
46 250 2,447
Number of Number of Nonprofit Number of Grants
New Funds Endowment Funds Awarded
TOTAL ASSETS TOTAL GRANTS AWARDED
$BM
$40.2 Million
2014 � I $7M
Total Grants to Date
2015 I $6M
I $SM
2016 I
$4M
2017 I
$3M
2018 I $2M
$20M $40M $60M $80M $100M $�M
2009 2010 2011 2012 2017 2014 2015 2016 2017 2018
■ Endovred Funds Non-Endowed Funds ■ Operating Funds
OUR COMMUNITY'S
STRONGER FUTURE
IS WITH I N REACH .
THANK YOU!
15
THANKYOU
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BOARD OF DIRECTORS
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Bo�Hoeler NanryOwkd OrOaryLMwa
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KeWKamer Jim6anK CAeryLTyke
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