Growing.GIVING. Siouxland Community Foundation 2009 Annual Report

www.siouxlandcommunityfoundation.orgwww.siouxlandcommunityfoundation.org

Serving Siouxland...For good. For ever.

Inside...What is a Community Foundation? .............................. 2

Power of Endowment & Endow Iowa Tax Credit ...... 3

Funds of the Foundation .................................................. 4

2009 Grants and Scholarships ........................................ 5

2009 Donors ................................................................6 - 7

Leadership ........................................................................... 8

Finance and Investment .................................................... 8

The Siouxland Community Foundation and its affiliates:

• Awarded 275 grants to nonprofit organizations, schools and government agencies totaling $935,323

• Awarded scholarships providing $270,925 for youth to pursue a post-secondary education

• Received contributions of $1,212,664

• Held assets of $11,867,521

• Number of Endowed Funds: 75

• Number of Non Endowed Funds: 45

• Total Funds: 120

2009 AT A GLANCE

What is a Community Foundation? A community foundation is a tax-exempt nonprofit organization created by and for the people of a specific geographic area that serves as a vehicle to connect people who care with causes that matter. To carry out the objectives of donors, contributions from individuals, families, corporations, organizations, private foundations, and governmental entities are carefully invested for maximum return and growth with the income from endowed funds used to make grants in support of programs and organizations that benefit the community.

OUR MISSION• To enhance the quality of life in the greater Siouxland tri-state area by

seeking and managing charitable gifts to build permanent endowments

• To provide a flexible vehicle to receive and distribute gifts of all sizes

• To make grants in response to community needs

• To provide services that will help shape the well-being of Siouxland

TYPES OF FUNDSThe Foundation offers flexibility in meeting the needs and interests of donors. We work with individuals, families, corporations, nonprofit organizations, foundations and financial advisors to create funds with the terms and conditions to carry out the donor’s desired charitable intent.

Unrestricted - Unrestricted gifts to this endowment fund provide the Foundation with the greatest flexibility to respond to the ever-changing needs of Siouxland. Grants are awarded at the discretion of the Board of Directors in the areas of arts and culture, civic affairs, education, health, and human services.

Designated - Donor names one or more charitable nonprofit organizations to receive distributions of income from the fund in perpetuity.

Donor-Advised - These funds are excellent vehicles for those who wish to participate actively in the grantmaking process as the donor retains the right to make grant recommendations.

Field of Interest - Donor specifies one or more charitable fields of personal interest (arts, environment, education, youth, social welfare, recreation, etc.) and asks the Foundation to invite grant proposals from nonprofit organizations providing services in those fields.

Scholarship - Donor may establish a scholarship fund to help students pursue post-secondary education.

Agency Endowments - A nonprofit organization can establish its endowment within the Foundation to provide a perpetual source of support.

Affiliate Community Foundations - Funds may be established within the Foundation for the exclusive benefit of a specific geographic area.

Special Purpose - The Foundation will receive and hold contributions from individuals, corporations, and other organizations that wish to establish a temporary fund to benefit a particular cause or campaign.

An endowment fund is created to provide a permanent source of support to be used for charitable purposes. When you create a fund, you have the opportunity to benefit the community forever with a permanent endowment. Your gift grows over time, and earnings are used to carry out your charitable goals. The principal of the fund is never spent.

One Gift, Many Generations... The Power of Endowment

Growing Stronger Together: CSADV Grows Endowment through Foundation Partnership For the past 20 years, requests for services at the Council on Sexual As-sault and Domestic Violence (CSADV) have grown, but funding sources have not. Funding concerns prompted the board of directors to establish an endowment at the Siouxland Community Foundation. “Our financial support varies each year, and so we established an endowment to provide financial stability that would always be available,” states Margaret Sanders, executive director of CSADV.

“Donors appreciate the fact we only utilize interest from the endowment. If a nonprofit holds an endowment privately, the board could be tempted to structure it so the principal could be spent during tough economic times. But the fund at the Community Foundation is a true endowment, and that’s what donors want.”

A big plus to partnering with the Community Foundation is relying on their investment knowledge. “We have a better and safer return than if we held the endowment privately. The Community Foundation’s experts know how to invest, and that allows us to concentrate on carrying out our mission of saving lives of women and children in crisis.”

The Siouxland Community Foundation welcomes contributions of virtually any kind, in any amount. Gifts may be made during one’s lifetime, or through a bequest or trust.

DIRECT GIFTS PLANNED GIFTSCash Bequest in WillSecurities Retirement Plan AssetsReal Estate Charitable Trusts Life Insurance Private Foundation Transfer of Assets

Each individual, family, or organization we work with has unique charitable interests and unique financial circumstances. We help you make the most of both, so you receive the greatest return on your community investment. Gifts may be directed to an existing fund or you may establish a new fund.

CHARITABLE GIFTS MUST BE MADE:• To a qualified Community Foundation. Siouxland Community Foundation is a

“qualified community foundation that meets national standards. In 2005, Siouxland Community Foundation was certified by the National Council on Foundations.

• To a permanent endowment fund (existing or newly established) within Siouxland Community Foundation.

• For the benefit of one or more Iowa charitable causes. • By individuals, corporations, or financial institutions.

THE TAX CREDIT:• Is 25% of the gift amount for each donation. The tax credit is in addition to federal

and state income tax deductions for charitable gifts.• Cannot be used on prior year’s taxes. Iowa taxpayers may use the tax credit the year

of the receipt of the tax credit letter from the Iowa Dept. of Economic Development. Excess credit not used in the authorized tax year may be carried forward for up to five tax years.

• Is issued on a “first come, first serve” basis with approximately $4 million in tax credits available each year.

ENDOW IOWA offers significant tax advantages for Iowa taxpayers. With

Endow Iowa, you can give and receive.

YEAR 50 $62,566 in cumulative grants and services $45,464 balance

YEAR 25 $19,975 in cumulative grants and services $21,322 balance

YEAR 15 $10,146 in cumulative grants and services $15,751 balance

YEAR 1 Establish a Named Fund $10,000 gift

* assumes 5% annual payout and 8.5% rate of return

Unrestricted Funds: Gifts that provide the greatest flexibility to address changing community needs Community Foundation Administrative Fund Fund for Siouxland Robert V. Williams Legacy Fund

Field of Interest Funds: Established to make a difference in an area of personal interest Bob & Ginny Peterson Foundation Fund Excellence in Education Fund United Airlines Trust Fund

Advised Funds: Established to provide flexibility to recommend grants to fund specific nonprofit organizations Chesterman Family Foundation Fund Gunsch Family Charitable Fund Kind World Foundation Fund Mark & Susan Wheeler Charitable Fund Mr. & Mrs. Wilbur Aalfs Charitable Fund Robert L. Peterson Fund for Children Sioux City Public Schools Music Participation Endowment Siouxland Foundation Against Homelessness Sergeant Bluff-Luton Community School Foundation SBL Community School Foundation Education Enhancement Fund SBL Community School Foundation General Endowment Fund The RAG Fund

Affiliate Funds: Geographically specific funds allow donors to target charitable giving to benefit their community Akron Community Foundation Clay County Community Foundation Community Foundation of Lyon County Hartley Community Foundation Ida County Community Foundation Ida Grove Community Rec Center Endowment Fund Ida Grove Community Rec Center Sustaining Fund Ida County Education Enhancement Fund Ronald G. Peterson Scholarship Fund Ireton Community Foundation Monona County Community Partners Foundation Monona County Community Partners Foundation Scholarship Fund O’Brien County Community Foundation Sioux County Community Foundation Wakefield Community Foundation Wakefield Community School Foundation Alumni Scholarship Fund Wakefield Community School Foundation Track Fund Wakefield Swimming Pool Fund Wakefield Community Scholarship Leo Robert Clough Scholarship Fund Merlin “Lefty” Olson Scholarship Fund Class of 1955 Scholarship Fund

Non-Endowed Special Purpose Funds: Temporary funds established to benefit a particular cause or campaign Marshall Morse Fund North High Pool Supporters Fund Sioux City Public Schools Foundation Science Lab Fund Sioux City Public Schools Foundation Special Purpose Fund Skate Park Fund

Nonprofit Agency Funds: Established by nonprofit organizations to help sustain mission and services Council on Sexual Assault and Domestic Violence Endowment Fund Food Bank of Siouxland Endowment Fund Jackson Recovery Centers Endowment Fund Junior League of Sioux City Endowment Fund Junior League of Sioux City Special Purpose Fund Mary Elizabeth Daycare Center Fund Plymouth County Historical Museum Endowment Fund Plymouth County Historical Museum Renovations Fund Shesler Hall Endowment Fund Sioux City Chamber Music Association Endowment Fund Sioux City Chamber Music Association Special Purpose Fund Sioux City Concert Course Endowment Fund Sioux City Public Museum Education/Exhibit Endowment Fund Sioux City Public Museum Special Purpose Fund S.T.A.R.S. Endowment Fund S.T.A.R.S. Special Purpose Fund Tri-State Graduate Center Endowment Fund United Way of Siouxland Endowment Fund Women Aware Endowment Fund

Designated Funds: Created to perpetually benefit a nonprofit organization of personal interest Accelerated Math and Science Fund Big Springs Baptist Church Fund Colin & Pokey Jensen Administrative Fund Colin & Pokey Jensen Endowment for Boys Club of Sioux City Colin & Pokey Jensen Endowment for Girls Inc. of Sioux City Colin & Pokey Jensen Endowment for Pearson Lakes Art Center Elizabeth M. Jensen Endowment for Pearson Lakes Art Center Endowment for Mental Health Irving F. Jensen Foundation Fund Irving & Tigger Jensen Endowment for the Orpheum Theatre Irving & Tigger Jensen Endowment for the Sioux City Public Museum Mary Long Kuchel Fund Mitch Merrill Siouxland Jr. Golf Fund Mr. & Mrs. William Rodawig Fund Robert L. Gleeson Administrative Fund Sioux City Schools Foundation Fund St. Mary’s Catholic Church Fund Stellart Sanford Foundation Fund Woodbury Central School Foundation Endowment Fund

Scholarship Funds: Established to assist deserving students in their pursuit of a post-secondary education Boyle Endowment for Nursing Studies Col. V. Thomas Considine Scholarship Fund Duane & Shirley Hiller Student Athlete Scholarship Fund Elizabeth Louise Jensen – Girls Inc. Scholarship Fund Flight Crew (United 232) Scholarship Fund Great West Casualty Company Scholarship Fund Greater Sioux City Press Club Scholarship Fund Herrold Asmussen Memorial Scholarship Fund Karen Linder Memorial Scholarship Fund Kind World Foundation Scholarship Fund Lawton Centennial Scholarship Fund Macfarlane Family Scholarship Fund Mercy Medical Center Auxiliary Nursing Scholarship Fund Nancy Conway Luikart Music Scholarship Fund Sergeant Bluff-Luton Community School Foundation Scholarship United Airlines Trust Fund Scholarships Walt Fiegel Scholarship Fund

Funds of the Foundation

Col. V. Thomas Considine Scholarship Brittany L. Dietrich; Laurel-Concord

Flight Crew (U232) Scholarship Danielle M. Merchant; Bishop Heelan Bethany D. Sailer; Woodbury Central Danielle R. Sudbeck; Kingsley-Pierson

Great West Casualty Co. Scholarship Brittany J. Borchers; South Sioux City Tyson J. Cleveringa; East Breanna M. Schwartz; East Chelsie K. Stokes; North

Gtr Sioux City Press Club Scholarship Deb Harm; Wayne State

Herrold “Mr. A.” Asmussen Memorial Schol. Meghan R. Orr; North

Karen Linder Memorial Scholarship Meghan R. Orr; North

Kind World Foundation Scholarship Erin M. Lanning; East Ashley J. Lewis; East Jerilynn J. Perry; East Sandra J. Chavez; North Jacob R. Hanson; North Meghan R. Orr; North Ashley L. Beaumier; West Alexandria M. Carlson; West Alfredo Garcia; West Stephen E. Chicoine; Bishop Heelan Sean P. Geary; Bishop Heelan Emily A. Vogel; Bishop Heelan Mikaela M. Cooper; Sergeant Bluff-Luton Jordan L. Huffman; Sergeant Bluff-Luton Katee L. Wyant; Sergeant Bluff-Luton Cassandra M. Long; Dakota Valley Sara R. Nielsen; Dakota Valley Kayla N. Spencer; Dakota Valley Ryan C. Duggan; South Sioux City Taylor R. Gatz; South Sioux City Jenna M. Klassen; South Sioux City

Wakefield Community Scholarship Erin M. Johnson; Wakefield

Wakefield High School Class of 1955 Schol. Carly K. Gardner; Wakefield

Wakefield / Leo Robert Clough Schol. Stephanie L. Bjorklund; Wakefield Zachary M. Blessing; Wakefield Josh L. Dorcey; Wakefield

Wakefield / Merlin “Lefty” Olson Schol. Kelly J. Schroeder; Wakefield

Walt Fiegel Scholarship Jillian D. Daane; East Breanna M. Schwartz; East Renee A. Smith ; East Erica E. Jaeger; North Ethen T. Leff; North Meghan R. Orr; North

Giving

Please visit our website at www.siouxlandcommunityfoundation.org

for more information, including a complete list of grants, grantseeker

information and up to date news.

2009 GRANTSGrants are awarded to meet present or emerging needs in the areas of Arts and Culture, Civic Affairs, Education, Environment, Health, and Human Services.

# of Grants

Total Awarded

Accelerated Math & Science Fund 2 $11,026Akron Community Foundation 7 $10,700Big Springs Baptist Church Fund 1 $1,760Bob & Ginny Peterson Foundation Fund 2 $2,194CF of Lyon County Special Purpose Fund 19 $98,951Clay County CF Special Purpose Fund 20 $102,700Colin & Pokey Jensen Administrative Fund 1 $304CSADV Endowment Fund 1 $4,567Endowment for Mental Health 1 $500Excellence in Education Fund 10 $6,816Fund for Siouxland 15 $44,964Gunsch Family Charitable Fund 1 $10,000Hawarden CF Endowment Fund 10 $42,580Ida County CF Rec Center Sustaining Fund 1 $512Ida County CF Rec Center Fund 1 $5,564Ida County CF Special Purpose Fund 21 $93,096Ireton CF Endowment Fund 6 $5,000Irving F. Jensen Foundation Fund 1 $1,500Irving & Tigger Jensen Endowment/Orpheum Theatre 1 $4,175Junior League Mildred Anderson Grants Program 11 $7,089Kind World Foundation Fund Grants Program 29 $105,280Marshall Morse Fund 1 $5,000Mary Elizabeth Day Care Center Fund 1 $300Mitch Merrill Siouxland Jr. Golf Fund 1 $289Mr. & Mrs. Wm. E. Rodawig Fund 1 $1,801Monona Co. Comm. Partners Foundation 30 $93,368O’Brien County CF Special Purpose Fund 28 $104,938Robert E. Gleeson Admin. Endowment Fund 1 $415Robert L. Peterson Fund for Children 1 $7,500SB-L Foundation Education Enhancement Fund 6 $4,024Shesler Hall Endowment Fund 1 $448Sioux City Chamber Music Assoc. Endowment 1 $86S.C. Chamber Music Assoc. Special Purpose Fund 1 $2,000Sioux City Public Museum Special Purpose Fund 1 $22,440Sioux City Schools Foundation Fund 1 $829Sioux County CF Special Purpose Fund 22 $98,355Siouxland Foundation Against Homelessness 1 $2,855S.T.A.R.S. Endowment Fund 1 $356S.T.A.R.S. Special Purpose Fund 1 $7,000St. Mary’s Catholic Church Fund 1 $3,203Stellart Sanford Foundation Fund 1 $1,597Tri-State Graduate Center Endowment Fund 1 $837United Airlines Trust Fund - Community Grants 7 $13,181Wakefield CF/Discretionary Fund 3 $5,000Woodbury Central School Foundation Endowment 1 $223

“I am so grateful for your generous, life-changing gift. My dream of becoming a graphic designer seems so close now. This scholarship has given me pride in my accomplishments and a boost to my self-esteem.”

TAYLOR GATZ, Kind World Foundation Fund Scholarship Recipient

2009 SCHOLARSHIPS

Rick & Melody AadlandAalfs Manufacturing, Inc.Richard Admire Louis AllisonSharon Swanson AndersonAvery Brothers, LLCJohn & Carla Baker Matt & Theresa Basye Elizabeth Baxter Timothy & Leslie BebeePaul BengtsonLonnie & Marva BennigsdorfAlison BensonArlene BensonMichael & Nadine BerginDr. James E. BierbowerDr. Robert BilliarHenrietta BodlakMarvin & Carlene BodlakMarvin BorgThomas & Patricia BorgCraig Brockhaus Trish Buckholtz Joe Burkhart Susan CallenderDennis CarlsonGene CarlsonRobert & Dorothy CarstensDewain CisneyJeffrey CobleDeb CollinsPatty ConsidineCharles & Molly CurnynCharlotte CusterMitch & Buffany DeBoerEtta DeJagerGeorgeann Del CastilloDavid & Laura DendingerRod Earleywine Paul EatonArdis Eilts Lyle & Marvene Ekberg R. Charlotte EkerothDwaine EricksonRobert ErlandsonFarmers Coop SocietyRichard & Miriam Feauto

William & Deborah FeigesGaylen & Teresa FischerGene & Marylynn FischerAmanda Fitzgerald Larry & Rita FrahmJeanne GardnerBill GaukelJeffrey & Shay GebauerSteve & Deb GenglerGilchrist FoundationMason GoodenowGovernor’s Indus. Safety/Health Adv. Bd.Great West Casualty Co. Gtr Sioux City Press ClubLois GreveWilliam & Shirley GriggsTerry & Mary Gross John GubbrudMichael & Mary Gay GunschMerrill Hale Chad & Jennifer Harsma Rod & Courtney Haverdink Alan Heidbrink Michael HeltHenjes, Conner & WilliamsTom HenschkeDuane Hiller MemorialsMelissa Holsinger Todd & Karrie HruskaDebbie HubbardJoel HuffmanAllan & Kathleen HuseHeidi Huseman IA Council of FoundationsIowa Dept. of RevenueIMT Insurance CompanyColin & Pokey JensenAdelyn JohnsonJason JohnstonJunior League of Sioux CityDan KalerLeonard Kaskie Eutana Kaufman Merle KaufmanHerbert & Joyce KayAnnette Kenyon

Kind World FoundationTerry & Mary KroegerBob & Betty Krueger Rose Ann KurtzhalsAngela Lawson Lawton Centennial Cookbook CommitteeWilliam & Kathy LewisLiberty National BankGary LinderLori Linder Doris Lindgren Merle & Joanne LubberstedtJeff & Jennifer Lucas Janice LuethSteven & Vernae LuhrWilly & Pam LukinsLaura LukkenNeal LundahlJim & Lisa LunzSteve & Pat LunzWinifred Macfarlane Magnuson Eye CareMarshall Morse EstateAlan & Michelle Mast Bill McKelveyBill McQuistanMercy Medical Ctr AuxiliaryMidAmerican EnergyChristine Miller Clay MillerDean MillerRobert & Robin Miller Lesta MiltenbergerTheresa & Leland MinerBarbara MitchellCynthia MitchellGlenda MoriartyMPM FarmsGerald & Kathy MullerTherese MunnMarvin & Deb Murdock David & Tammy NammingaDavid Nelson, Jr.Brian NewtonJerry & Lori NicholsonHarold & Shirley Nilsson

Merlin & Ann NimrodRegina NocitaBill NolanConnie Nolan Northwest Response ForumDean NuernbergerKathryn NuttDaryl OlsonSylvia OlsonMichael & Rita O’NeillPatricia OstbergGreg & Sara Patten Denise Patterson Duane & Christine Pearson John & Jayne Perrett Marion PetersKen & Eileen PetitShawn & Sunshine Petit Linda PhillipsCassandra Ping Carolyn PintMark & Lisa Pishek Mike & Jennifer PommerPorter Funeral HomeRichard & Joan PospisilBarney & Robin PottebaumEliot & Barbara ProtschTom & Paula RiceMarilyn RobinderRose’s Transport, Inc.Donald Salmon Gary & Sharon SalmonD. Blake & Sherri SandersonConnie SaundersMerle Schlines

Greg SchnasseKenneth & Charlene SchroederVonis SchroederSioux City Brick & TileSioux City Elks Lodge 112Andrew & Sara SmithGreg & Deb SmithJimmy & Robyne Sponder William & Gloria Stewart James & Barbara StoutDonna SwanDewone SwangerDuane & Diana TappeAllan & Lois Todd Ranae TorresJoe TrotzigCliff & Jean Tufty Gary & Michelle TullbergJoseph & Diana TwidwellDanny & Stacey UmbrellUnited Way of SiouxlandRichard Van ValinVirgil & Dee WagnerWakefield’s Nearly NewWalt Fiegel FoundationBert & Debra Welch Joel & Monica WellendorfRonald WenstrandBetty WilcoxPaul & Carrie Wilcoxon Mardelle WillsonMelvin WilsonWisconsin APCOChristopher Zyzda

GivingWe are profoundly grateful to our generous donors who helped grow the Foundation in 2009.

Bass, The Agency Clear Channel Communications

Henjes, Conner, Williams & Assoc. Jan Levine Calligraphy

Nichols, Rise & Company Optimum Internet Solutions

Powell Broadcasting

Donors listed represent gifts made in 2009. Every effort has been made to ensure accuracy. If there are errors or ommissions, please call

our office so we may correct our records.

WE ALSO GRATEFULLY RECOGNIZE OUR IN-KIND DONORS:

Aalfs Family FoundationFrank & Virginia AlbertsonChuck & Gale AveryBob & Gloria BarnumA. Frank & Sandi BaronKen BeekleyPaul & Stacy BergmannLarry & Jeanene BookNancy BoysenPaul & Judy BurkeRandy & Deb BurnightRusty & Karen Clark

Pat & Cathy CoreyRick DehnerJoe DelperdangBob & Toby DeSmidtDan & Sharon DykstraEngle Family FoundationDaniel EveristJohn & Karen GleesonMichael & Mary Gay GunschSidonie HainesDavid & Barbara HoltzeDebbie Hubbard

Irving & Tigger JensenJerry & Marcia JohnsonDave LayheeBarry & Sue LoughridgeRobert & Holly MeisEleanor MetzCarolyn OhlfestBill & Lynn PersingerC. Wilson & Louise PersingerGinny PetersonDelaine & Joan PetersonLinda Phillips

Keith & Connie ShellhammerCarlton & Kathy SmithGarrett & Carol SmithJoan ThompsonJoseph & Diana TwidwellUBS FoundationFrank & Lois VogelRichard & Karleen WallerMargo WilcoxCorey & Lisa WrennCharese Yanney

Friends of the Foundation

Thanks to the Foundation, the play equipment at Gaukel and Ropes City Parks is safe for children and it has a durable, environmentally friendly surface. FRANKLIN GO-GETTERS 4-H CLUB Onawa, IA

Explore Galore Summer Camp provided 25 disadvantaged youth in the South Sioux City/ Dakota City area with information about different careers, including public service, education, the arts and food science. UNIVERSITY OF NEBRASKA EXTENSION IN DAKOTA COUNTY (Photo Courtesy)

From seniors to children with disabilities, the insert steps purchased through a grant from the Foundation are making quite a wave! They make a big difference for less mobile participants. SIOUX CITY COMMUNITY SCHOOLS

There’s a common thread that runs through the 120 funds at the Siouxland Community Foundation: the goal of improving life through informed charitable giving. By serving as a vehicle for philanthropic vision and careful tax planning, Siouxland Community Foundation enables donors to achieve a greater impact.But there is one fund upon which the other 119 rely – the Administrative Fund. It is the engine that makes Siouxland Community Foundation run, the driving force behind all of our efforts. Its supports our infrastructure, secures our future, and makes new initiatives possible. These behind the scene supporters are truly “Friends of the Foundation”.Your commitment to the Siouxland Community Foundation puts your generosity to use for a host of social and economic benefits. We extend our deepest gratitude for our 2009 Friends of the Foundation.

Leadership Finance & Investment2009 Executive Committee:Daniel D. Dykstra PresidentKenneth A. Beekley Vice PresidentJoseph P. Delperdang TreasurerCarolyn J. Ohlfest SecretaryWilliam C. Bass Development/Marketing Committee ChairPatrick J. Corey Investment/Finance Committee ChairJoseph E. Twidwell Grant Review Committee Chair

2009 Board of Directors:Lesley M. Bartholomew Paul A. BergmannKaren B. Clark Richard J. DehnerMichael A. Gunsch Roma A. KrollRobert F. Meis Deb D. SmithDr. Richard G. Wagner

Staff:Debbie Hubbard Executive DirectorCarolyn Ownby Administrative AssistantRobin Bollinger Outreach Coordinator

Donor InformationOur staff are experienced and knowledgeable about charitable needs and opportunities in Siouxland. We work closely with donors and their professional advisors to select the vehicles that best meet the donor’s goals. Inquiries are welcome and handled in confidence. For more information and ideas on ways to integrate your financial planning with charitable giving, ask your professional/financial advisor or contact us.

Grantseeker InformationWe welcome grant requests from charitable organizations and governmental agencies that serve the greater Siouxland tri-state area (approximate 50-mile radius of Sioux City, IA) and are recognized as tax-exempt under Section 501(c)(3) of the Internal Revenue Code. Non 501(c)(3) organizations need to seek fiscal sponsorship to apply.

505 Fifth Street, Suite 412 - Sioux City, IA 51101Phone / Fax: 712.293.3303 - Email: office@siouxlandcommunityfoundation.org

www.siouxlandcommunityfoundation.orgConfirmed in compliance with National Standards for U.S. Community Foundations

SIOUXLAND

Non-Profit Partner

ASSETS 2009 2008

Cash 6,451 778Contributions Receivable 522,480 931,622Investments 11,049,896 9,282,249Accrued Investment Income 22,212 28,900Interest in Life Insurance Policies 266,330 250,477Prepaid Expenses 152 156

TOTAL ASSETS $11,867,521 $10,494,182

LIABILITIES 2009 2008

Grants Payable 304,198 340,805Agency Grants Payable 5,671 17,252Agency Endowment Funds 1,113,144 952,084

TOTAL LIABILITIES $1,423,013 $1,310,141

NET ASSETS 2009 2008

Unrestricted 261,489 166,458 Temporarily Restricted 1,968,302 1,150,477 Permanently Restricted 8,214,717 7,867,106TOTAL NET ASSETS $10,444,508 $9,184,041

TOTAL LIABILITIES & NET ASSETS $11,867,521 $10,494,182

INVESTMENTSContributions to charitable component funds of the Siouxland Community Foundation are pooled for investment purposes. A system of unitization, much like a mutual fund, allocates total return to each component fund. These component funds represent a collection of the interests of individual donors and agencies in building a strong foundation for the future of Siouxland.

Pooling funds permits greater diversification of investments than is possible for single funds. The Foundation’s Investment Committee oversees the Investment Managers. Security National Bank and Wells Fargo Bank provide professional investment management of the Foundation’s assets.

Copies of the Siouxland Community Foundation’s audited financial statements and IRS Form 990 (Form 990-T, if applicable) are available upon request.