þ7fNÕ`N‡N‡N‡N‡N‡N•N•N•N• N¡ N« NµNµNµNµNµ NÕNÕNÕNÕ IOWA GRANTS AND FUNDING AmerUs Group Charitable Foundation (Formerly American Mutual Life/Amerus Charitable Foundation) 699 Walnut St. Des Moines, IA 50309 Telephone: (515) 283-2371 Contact: Ted Wheat, V.P., Comm. Rels. Company URL: http://www.amerus.com Donor(s): American Mutual Life Insurance Co.; AmerUs Group Co. Type of grantmaker: Company-sponsored foundation. Background: Established in 1994 in IA. GRANT GUIDELINES: - Fields of interest: Botanical gardens; Boy scouts; Civil rights, minorities; Community development; Elementary/secondary education; Environment, natural resources; Higher education; Libraries (public); Medical school/education; Residential/custodial care, hospices; Theological school/education; Visual arts; YM/YWCAs & YM/YWHAs; Youth, services. - Geographic focus: Iowa - Limitations: Giving primarily in IA. - Application information: An organization fact sheet is available upon request. - Deadline(s): None - Officers: Sam C. Kalainov, Pres.; Roger Fors, V.P., Investments; Ted W. Wheat, V.P., Comm. Rels.; James A. Smallenberger, Secy.; Michael G. Fraizer, Treas. Directors: Roger K. Brooks; Thomas C. Godlasky. - Financial data: (yr. ended 12/31/98): Assets, $9,538,566 (M); gifts received, $406,433; expenditures, $582,008; total giving, $564,695; qualifying distributions, $545,426; giving activities include $564,695 for 123 grants (high: $150,000; low: $25). EIN: 421431745 - Sponsoring company information: AmerUs Group Co. Des Moines, IA - Business activities: Operates holding company; sells life insurance and annuity products. - Giving statement: Giving through a foundation. Robert T. Bates Foundation c/o First Iowa State Bank 19 Benton Ave. E. Albia, IA 52531 Telephone: (515) 932-2144 Contact: Raymond H. Davis, Secy.-Treas. Donor(s): Robert T. Bates. Type of grantmaker: Independent foundation. Background: Established in 1992 in IA. GRANT GUIDELINES: - Purpose and activities: Giving for historical preservation and Christian organizations. - Fields of interest: Christian agencies & churches; Historic preservation/historical societies. - Geographic focus: Iowa Limitations: Giving primarily in IA. - Application information: Initial approach: Proposal - Deadline(s): None - Officers: Robert L. Kaldenberg, Pres.; Carroll Rhine, V.P.; Raymond H. Davis, Secy.-Treas. Director: David Johnson. - Financial data: (yr. ended 12/31/98): Assets, $3,134,440 (M); expenditures, $70,245; total giving, $32,225; qualifying distributions, $159,074; giving activities include $32,225 for 10 grants (high: $10,000; low: $204) and $126,849 for program-related investments. EIN: 421392613 Anna Beal Trust c/o Firstar Bank P.O. Box 88 Waterloo, IA 50704-0088 Telephone: (319) 235-3285 Contact: Jeffrey Conrey, Trust Admin. Type of grantmaker: Independent foundation. GRANT GUIDELINES: - Fields of interest: Environment, natural resources; Higher education. - Geographic focus: Iowa - Types of support: Scholarship funds, Scholarships--to individuals. - Limitations: Giving limited to IA. - Publications: Application guidelines, informational brochure, financial statement, newsletter, grants list. - Application information: Application form required. - Deadline(s): None - Trustee: Firstar Bank. - Financial data: (yr. ended 10/31/99): Assets, $700,669 (M); expenditures, $43,133; total giving, $36,000; qualifying distributions, $43,133; giving activities include $36,000 for grants. EIN: 426193621 H. Reimers Bechtel Charitable Remainder Uni-Trust 1000 Firstar Ctr. 201 W. 2nd St. Davenport, IA 52801 Telephone: (319) 328-3333 Contact: R. Richard Bittner, Tr. Type of grantmaker: Independent foundation. Background: Established in 1987. GRANT GUIDELINES: - Purpose and activities: Giving to Christian agencies for youth services, high school education, and public services. - Fields of interest: Christian agencies & churches; Community development; Higher education; Media/communications. - Geographic focus: Iowa; Illinois - Limitations: Giving primarily in IA and IL. Generally no grants to individuals, or for endowment funds, debt retirement, past operating deficit, general or continuing support, or for scholarly research in an established discipline. - Application information: Application form required. Applicants should submit the following: 1) brief history of organization and description of its mission 2) listing of board of directors, trustees, officers and other key people and their affiliations 3) detailed description of project and amount of funding requested 4) listing of additional sources and amount of support 5) copy of most recent annual report/audited financial statement/990 6) copy of IRS Determination Letter - Initial approach: Request application form - Deadline(s): None - Trustee: R. Richard Bittner. - Financial data: (yr. ended 08/31/99): Assets, $2,283,010 (M); expenditures, $261,639; total giving, $235,000; qualifying distributions, $243,950; giving activities include $235,000 for 9 grants (high: $100,000; low: $10,000). EIN: 426342964 Marie H. Bechtel Charitable Remainder Uni-Trust (Formerly Marie H. Bechtel Charitable Trust) 1000 Firstar Ctr. 201 W. 2nd St. Davenport, IA 52801 Telephone: (319) 328-3333 Contact: R. Richard Bittner, Tr. Type of grantmaker: Independent foundation. Background: Established in 1987 in IA. GRANT GUIDELINES: - Purpose and activities: Giving primarily for youth services and education; support also for the advancement of health care, maintenance of community cultural activities, and enhancement of the community by restoring its vitality and creating meaningful employment. - Fields of interest: Community development; Government/public administration; Higher education; Human services; Youth, services. - Geographic focus: Iowa - Limitations: Giving limited to Scott County, IA. No grants for endowment funds, past operating deficit or debt retirement, general or continuing operating support, or basic scholarly research. - Application information: Application form required. Applicants should submit the following: 1) brief history of organization and description of its mission 2) listing of board of directors, trustees, officers and other key people and their affiliations 3) detailed description of project and amount of funding requested 4) listing of additional sources and amount of support 5) copy of most recent annual report/audited financial statement/990 6) copy of IRS Determination Letter - Initial approach: Contact foundation for application guidelines - Deadline(s): None - Trustee: R. Richard Bittner. - Financial data: (yr. ended 12/31/98): Assets, $37,002,542 (M); expenditures, $1,251,362; total giving, $1,036,550; qualifying distributions, $1,028,052; giving activities include $1,036,550 for 25 grants (high: $123,700; low: $2,500). EIN: 426288500 - Selected grants: The following grants were reported in 1998:$123,700 to Third Missionary Baptist, Davenport, IA, For equipping and furnishing classrooms, youth areas and fellowship halls. $120,000 to Palmer College of Chiropractic Foundation, Davenport, IA for 2 grants: $70,000 (For Palmer Research Program), $50,000 (For feasibility study for on-campus students). $100,000 to Scott Community College Foundation, Bettendorf, IA, For renovation of Kahl Education Center. $75,000 to Davenport, City of, Davenport, IA, For renovation of Family Aquatic Sports Complex. $65,000 to YMCA, Scott County Family, Davenport, IA, For Partners With Youth and Solutions programs. $50,000 to Community Health Care, Davenport, IA, For new facility fund. $50,000 to Junior Achievement of the Quad Cities, Davenport, IA, For elementary program and fiber optic network pilot program. $50,000 to Saint Ambrose University, Davenport, IA, For renovation of McMullen Hall. $50,000 to Salvation Army of Moline, Moline, IL, For challenge grant for infrastructure. Harold R. Bechtel Testamentary Charitable Trust 1000 Firstar Ctr. 201 W. 2nd St., Ste. 1000 Davenport, IA 52801 Telephone: (319) 328-3333 Contact: R. Richard Bittner, Tr. Donor(s): Harold Bechtel+. Type of grantmaker: Independent foundation. Background: Established in 1989 in IA. GRANT GUIDELINES: - Purpose and activities: Giving primarily for higher education. - Fields of interest: Arts; Community development; Health organizations; Higher education; Media/communications. - Geographic focus: Iowa; Illinois; Washington - Limitations: Giving primarily in IA and IL; some giving also in WA. No grants to individuals, or for endowment funds, debt retirement, past operating deficit, general or continuing support, or for scholarly research in an established discipline. - Application information: Application form required. Applicants should submit the following: 1) brief history of organization and description of its mission 2) listing of board of directors, trustees, officers and other key people and their affiliations 3) detailed description of project and amount of funding requested 4) listing of additional sources and amount of support 5) copy of most recent annual report/audited financial statement/990 6) copy of IRS Determination Letter - Deadline(s): None - Trustee: R. Richard Bittner. - Financial data: (yr. ended 10/31/99): Assets, $8,334,274 (M); expenditures, $443,780; total giving, $365,990; qualifying distributions, $394,595; giving activities include $365,990 for 16 grants (high: $40,000; low: $2,000). EIN: 426428369 Byron J. & Muriel M. Brower Foundation 2803 Via Palmona Dr. Punta Gorda, FL 33950 Contact: Dianne Townsend Application address: c/o AmSouth Investment Svcs., 5909 Pine Ridge Rd., Naples, FL 34119, tel.: (941) 352-2910 Type of grantmaker: Independent foundation. GRANT GUIDELINES: - Fields of interest: Animals/wildlife, preservation/protection; Christian agencies & churches; Human services; Museums. - Geographic focus: Iowa - Types of support: General/operating support. - Limitations: Giving primarily in IA. No grants to individuals. - Application information: Application form not required. - Deadline(s): None - Trustee: Firstar Bank Iowa, N.A. - Financial data: (yr. ended 12/31/99): Assets, $270,807 (M); gifts received, $196; expenditures, $12,111; total giving, $11,000; qualifying distributions, $11,885; giving activities include $11,000 for grants. EIN: 426408815 The Greater Cedar Rapids Community Foundation (Formerly The Greater Cedar Rapids Foundation) 200 1st St., S.W. Cedar Rapids, IA 52404 Telephone: (319) 366-2862 Contact: David Roosevelt, Pres. and C.E.O. FAX: (319) 366-2912 E-mail: lynn@gcrcf.org URL: http://www.gcrcf.org Type of grantmaker: Community foundation. Background: Established in 1949 in IA. GRANT GUIDELINES: - Purpose and activities: To enhance the quality of life in the community by supporting creative and innovative programs, current or emerging charitable opportunities, services not presently offered, and occasional capital projects. - Fields of interest: AIDS; Arts; Community development; Community development, neighborhood development; Education; Environment; Health care; Historic preservation/historical societies; Human services. - Geographic focus: Iowa - Types of support: Building/renovation, Capital campaigns, Conferences/seminars, Consulting services, Curriculum development, Emergency funds, Endowments, Equipment, Matching/challenge support, Program development, Program-related investments/loans, Publication, Scholarship funds, Scholarships--to individuals, Seed money, Technical assistance. - Limitations: Giving limited to the greater Cedar Rapids and surrounding Linn County, IA, area. No grants for annual operating budgets; generally no grants for crisis intervention, deficit financing, or after-the-fact funding. - Publications: Annual report, application guidelines, informational brochure, newsletter. - Application information: Applicants are encouraged to telephone regarding preliminary information prior to submitting an application. Application form required. Applicants should submit the following: 1) brief history of organization and description of its mission 2) copy of IRS Determination Letter 3) detailed description of project and amount of funding requested 4) copy of current year's organizational budget and/or project budget 5) qualifications of key personnel - Initial approach: Application - Copies of proposal: 9 - Board meeting date(s): Bimonthly - Deadline(s): Feb., June and Oct. - Final notification: Apr., Aug. and Dec. - Officers and Directors:* John Smith,* Chair.; Gilda Boyer,* Vice-Chair.; David B. Roosevelt, Pres. and C.E.O; Sigrid S. Reynolds,* Secy.; Greg Neumeyer,* Treas.; William A. Bloomhall II; F. James Bradley; Larry Christy; Dennis Green; Cathy Gullickson; Gerald R. Hinzman; Ann Hoffman; Barbara Knapp; Ann Lipsky; Kristin C. Novak; Paul Phelan, Jr.; Curran L. Rosser; Dale Todd; Terry Trimpe. - Financial data: (yr. ended 12/31/99): Assets, $27,491,149 (M); gifts received, $5,760,916; expenditures, $2,698,797; total giving, $2,393,528; giving activities include $2,393,528 for 600 grants (high: $40,000; low: $95; average: $1,000-$10,000). EIN: 426053860 Center 1 Foundation 5 1st St., S.W. Hampton, IA 50441-1937 Contact: Roger V. Doughan, Chair. Application address: c/o First National Bank, 211 1st Ave., N.W., Hampton, IA 50441, tel.: (515) 456-4793 Type of grantmaker: Independent foundation. GRANT GUIDELINES: - Fields of interest: Community development, neighborhood development; Elementary/secondary education; Environment, natural resources; Health care; Historical activities; Public affairs, government agencies. - Geographic focus: Iowa - Limitations: Giving primarily in Hampton, IA. - Application information: Application form not required. - Deadline(s): None - Officers and Directors:* Roger V. Doughan,* Chair., Pres., and Treas.; Duane Kelch,* Secy.; Joe Pitsor; Joe Weber. - Financial data: (yr. ended 12/31/99): Assets, $245,531 (M); expenditures, $26,766; total giving, $15,000; qualifying distributions, $15,000; giving activities include $15,000 for grants. EIN: 421304511 Citizens State Foundation 200 N. Main St. P.O. Box 159 Pocahontas, IA 50574-0159 Telephone: (712) 335-3222 Contact: Stephen R. Baade, Pres. Donor(s): The Citizens State Bank. Type of grantmaker: Company-sponsored foundation. Background: Established in 1988 in IA. GRANT GUIDELINES: - Fields of interest: Community development; Education; Hospitals (general). - Geographic focus: Iowa - Limitations: Giving limited to IA. No grants to individuals. - Application information: Application form required. Applicants should submit the following: 1) copy of IRS Determination Letter 2) detailed description of project and amount of funding requested - Deadline(s): None - Officers: Stephen R. Baade, Pres.; Donald D. Schnell, V.P.; William L. Edmonds, Secy.-Treas. - Financial data: (yr. ended 12/31/99): Assets, $60,725 (M); gifts received, $10,000; expenditures, $6,775; total giving, $6,775; qualifying distributions, $6,775; giving activities include $6,775 for grants. EIN: 421303083 - Sponsoring company information: Citizens State Bank Pocahontas, IA - Business activities: Operates banking firm. - Giving statement: Giving through a foundation. Community Foundation of the Great River Bend (Formerly Davenport Area Foundation) 111 E. 3rd St., Ste. 710 Davenport, IA 52801 Telephone: (319) 326-2840 Contact: Tana S. Odean, Exec. Dir. FAX: (319) 326-2870 E-mail: comfoun@netexpress.net Type of grantmaker: Community foundation. Background: Established in 1964 in IA. GRANT GUIDELINES: - Purpose and activities: Giving primarily for cultural activities, educational programs, health and human services, and economic development. - Fields of interest: Arts; Community development; Economic development; Education; Health care; Human services; Scholarships/financial aid. - Geographic focus: Iowa; Illinois - Types of support: Building/renovation, Capital campaigns, Conferences/seminars, Consulting services, Continuing support, Emergency funds, Endowments, Equipment, Matching/challenge support, Publication, Seed money, Technical assistance. - Limitations: Giving limited to eastern IA and western IL. Generally no multi-year grants. - Publications: Annual report, grants list, application guidelines, informational brochure. - Application information: Application form required. Applicants should submit the following: 1) listing of additional sources and amount of support 2) copy of current year's organizational budget and/or project budget 3) plans for cooperation with other organizations, if any 4) detailed description of project and amount of funding requested 5) listing of board of directors, trustees, officers and other key people and their affiliations 6) what distinguishes project from others in its field 7) descriptive literature about organization 8) copy of IRS Determination Letter 9) population served 10) statement of problem project will address 11) qualifications of key personnel 12) how project will be sustained once grantmaker support is completed 13) timetable for implementation and evaluation of project - Initial approach: Letter requesting application form - Copies of proposal: 2 - Board meeting date(s): 1st Tue. of each month - Deadline(s): Sept. 1 - Final notification: Dec. - Officers and Trustees:* Peter McLaughlin,* Pres.; James H. Collins,* 1st V.P.; Susan S. Skara,* 2nd V.P.; Richard Evans,* Treas.; Tana S. Odean, Exec. Dir.; Henry G. Neuman; Susan S. Skora. - Distribution Committee: Joyce Bawden; Paula Dean; Judith Kreiter; and 5 additional members. - Financial data: (yr. ended 12/31/99): Assets, $7,951,120 (M); gifts received, $853,033; expenditures, $4,228,897; total giving, $314,765; giving activities include $314,765 for 130 grants (high: $13,000; low: $250; average: $1,000-$5,000). EIN: 426122716 Cummins Engine Foundation 500 Jackson St., MC60909 Columbus, Indiana 47201 Telephone: (812) 377-3114 Contact: Tracy H. Souza, Pres. Additional tel.: (812) 377-3746 Mailing address: Box 3005, MC60909, Columbus, IN 47202-3005 FAX: (812) 377-3265 Company URL: http://www.cummins.com Donor(s): Cummins Engine Co., Inc.; Fleetguard, Inc. Type of grantmaker: Company-sponsored foundation. Background: Incorporated in 1954 in IN. GRANT GUIDELINES: - Purpose and activities: Giving focused primarily on local community needs, youth, civil rights and justice, the arts, public policy and education, including an employee matching gift program and an employee-related scholarship program; selected grants also for national and international needs that combine equal opportunity and excellence and reinforce local programs. - Program area(s): The grantmaker has identified the following area(s) of interest: Community Development: This category mainly covers grants made through the architecture program. In addition, public or nonprofit agencies that want to build new facilities may have the architect fees paid for by the foundation if they agree to select the architect from a list of distinguished architects given to them by the foundation. Core Programs: This category includes grants that are made on a regular basis, usually annually. It includes the local charitable contributions budget for Cummins' domestic entities and contributions to: 1) United Ways; 2) Cummins Matching Gifts program: The foundation matches gifts of $25 to $10,000 from regular employees and directors to higher and secondary educational institutions. Gifts are matched on a one-to-one basis; and 3) Cummins Sons and Daughters scholarship program. The foundation awards four-year scholarships to eligible high school seniors or first-year college students for their undergraduate education. Annual general support grants to a select number of national and Indiana organizations are included, as well as a number of general support grants to various Columbus organizations. Equity and Justice: The foundation's focus is on those who face discrimination, are dispossessed or are poorly served by society. The foundation looks for organizations that are responding creatively and vigorously to meet their needs, are engaging in constructive public advocacy and education, and are working to ensure protection of civil rights for women and racial and ethnic minorities. The foundation also encourages opportunities for leadership development among women and minorities and for increasing minority economic participation. A limited number of grants are made annually to promote economic development and human rights abroad. Plant Community Initiative: This initiative was established to enable Cummins' domestic and international entities to fund programs and projects in their local communities that address major community issues. Support for programs that refresh the spirit and enhance the general environment in the company's plant communities, and that respond to particular needs that may be unique to one community as well as to activities or projects that encourage a high quality of life for the entire community. Primary aim is to develop opportunities for young or emerging artists in local company communities, encourage involvement in the arts, especially by youth, and assist projects that, through the arts, serve the goal of enhancing justice and equity in society. Quality of Life: The foundation looks for programs that refresh the spirit and enhance the general environment in our plant communities. The foundation also seeks new and unusual ways to support the arts and artists. Special Grants: All other grants are included in this category. These are one-time grants, national or local, that are for some special purpose rather than for general support of an organization. Youth and Education: The foundation is looking for ways to help young people grow up to be full participants in a complex world. This means eliminating barriers to their healthy development, encouraging organizations to serve youth in creative ways, improving elementary and secondary schools and strengthening key institutions with which Cummins has historically had a relationship. - Fields of interest: Arts; Civil rights; Community development; Education; Elementary school/education; Federated giving programs; Minorities; Minorities/immigrants, centers/services; Public policy, research; Secondary school/education; Visual arts, architecture; Youth, services. - Geographic focus: Iowa; Indiana; Minnesota; North Carolina; New York; Ohio; South Carolina; Tennessee; Texas - Types of support: Annual campaigns, Capital campaigns, Conferences/seminars, Continuing support, Emergency funds, Employee matching gifts, Employee-related scholarships, Endowments, General/operating support, Matching/challenge support, Program development, Publication, Scholarship funds, Technical assistance. - Limitations: Giving primarily in areas of company operations, including Lake Mills, IA; the Columbus, and Seymour, IN, areas; Fridley and St. Peter, MN; Rocky Mount, NC; Jamestown, NY; Fostoria and Findlay, OH; Charleston, SC; Cookeville, Nashville and Memphis, TN; and El Paso, TX. No support for sectarian religious purposes or for political causes or candiates. No grants to individuals (except scholarships for children of company employees), or for business start-ups; no loans. - Publications: Corporate giving report (including application guidelines). - Application information: Foundation is currently reviewing its guidelines, therefore unsolicited proposals are discouraged at this time. Application form not required. Applicants should submit the following: 1) statement of problem project will address 2) copy of current year's organizational budget and/or project budget 3) results expected from proposed grant 4) qualifications of key personnel 5) how project's results will be evaluated or measured 6) detailed description of project and amount of funding requested 7) copy of IRS Determination Letter 8) listing of board of directors, trustees, officers and other key people and their affiliations - Initial approach: Proposal or letter - Copies of proposal: 1 - Board meeting date(s): Varies from 3 to 4 meetings per year - Deadline(s): None - Final notification: 1 to 3 months - Officers and Directors:* Theodore M. Solso,* Chair.; Tracy H. Souza, Pres.; Kiran M. Patel,* Treas. and Secy.; Jean Blackwell; Jack Edwards; Mark R. Gerstle; F. Joseph Loughrey; Frank J. McDonald; William I. Miller; Rick J. Mills; Tina Vujovich; John Wall. - Financial data: (yr. ended 02/28/99): Assets, $962,191 (M); gifts received, $1,395,000; expenditures, $3,259,482; total giving, $2,774,145; qualifying distributions, $3,259,482; giving activities include $2,225,359 for 77 grants (high: $465,851; average: $2,500-$465,851), $104,000 for grants to individuals and $444,786 for employee matching gifts. EIN: 356042373 - Selected grants: The following grants were reported in 1999: $230,000 to Heritage Fund of Bartholomew County, Columbus, Indiana for 3 grants: $130,000 (For general support for Children, Youth and Families (CYF) Initiative, effort to enhance development of children, families and communities), $50,000 (To construct Veterans Memorial), $50,000 (For children's museum). $197,951 to Foundation for Youth, Columbus, Indiana, For capital campaign. $162,500 to Bartholomew Consolidated School Corporation, Columbus, Indiana, For technology program. $50,000 to Community Leaders Allied for Superior Schools (CLASS), Indianapolis, Indiana, For Indiana Coalition for Educational Progress. $40,000 to North Carolina Wesleyan College, Rocky Mount, NC, For capital campaign. $37,500 to Columbus Area Arts Council, Columbus, Indiana, For general support. $30,000 to ABC Learning Center, Columbus, Indiana, For scholarships for elementary school. $25,000 to United Negro College Fund, Fairfax, VA, For general support. - Sponsoring company information: Cummins Engine Company, Inc. Columbus, Indiana - Business activities: Manufactures diesel engines and parts. - Financial profile for 1999: Number of employees, 28,500; assets, $4,697,000,000; sales volume, $6,639,000,000; pre-tax net income, $221,000,000 Fortune 500 ranking: 1999-262nd in revenues, 361st in profits, and 352nd in assets Forbes 500 ranking: 1999-255th in sales, 494th in net profits, 490th in assets - Corporate officers: Theodore M. "Tim" Solso, Chair., Pres., C.E.O., and C.O.O.; Thomas Linebarger, C.F.O.; Robert L. Fealy, V.P. and Treas.; John McLachlan, V.P. and Cont. - Subsidiaries and/or Divisions: Fleetguard, Inc., Cookeville, TN; Holset Engineering Co., Inc., Cincinnati, OH; Onan Corp., Huntsville, AL; Kuss Corp., Findlay, OH; Diesel Recon, El Paso, TX; Atlas, Inc., Fostoria, OH; Cummins Natural Gas Engines, Inc., Fort Worth, TX; Combustion Technologies, Inc., Flowery Branch, GA; Diesel ReCon, Santa Fe Springs, CA; CADEC Systems, Londonderry, NH; Diesel ReCon, Memphis, TN; Nelson Industries, Inc., Stoughton, WI. - Plants and/or Offices: Charleston, SC; Jamestown, NY; Memphis, TN; Rocky Mount, NC; Seymour, Indiana; Redford, MI; Indianapolis, Indiana; Fridley, MN; El Paso, TX; Columbus, OH; Lake Mills, IA; St. Peter, MN. - Giving statement: Giving through a corporate giving program and a foundation. De Witt Area Foundation P.O. Box 127 De Witt, IA 52742-0127 Telephone: (319) 659-3211 Contact: Board of Directors Type of grantmaker: Community foundation. GRANT GUIDELINES: - Purpose and activities: The foundation exists to administer and distribute donated funds for the benefit of local community, religious, educational and charitable purposes. - Fields of interest: Arts; Community development; Education; Environment; Health care; Human services; Religion. - Geographic focus: Iowa - Limitations: Giving limited to the De Witt, IA, area. - Application information: Scholarship applicants must attend the Central Community School District. - Initial approach: Letter - Deadline(s): Apr. 1 - Officers: John Peavey, Pres.; Greg Barnes, V.P.; Chuck Green, Secy.; Roger Hill, Treas. - Board of Directors: Mary Harrington; Leo Maynard; Brian Volkens. - Financial data: (yr. ended 12/31/98): Assets, $471,767 (M); gifts received, $39,367; expenditures, $57,971; total giving, $53,395; giving activities include $49,195 for 18 grants and $4,200 for 10 grants to individuals. EIN: 421296691 The Donaldson Foundation 1400 W. 94th St. Bloomington, MN 55431 Contact: Norman C. Linnell, Pres. Application address: P.O. Box 1299, Minneapolis, MN 55440, tel.: (952) 703-4999 E-mail: donaldsonfoundation@mail.donaldson.com URL: http://www.donaldson.com/corp/found/ Donor(s): Donaldson Co., Inc. Type of grantmaker: Company-sponsored foundation. Background: Established in 1966 in MN. GRANT GUIDELINES: - Fields of interest: Arts; Community development; Education; Environment; Federated giving programs; Health care; Higher education; Vocational education; Youth, services. - Geographic focus: Iowa; Illinois; Indiana; Kentucky; Minnesota; Missouri; Wisconsin - Types of support: Annual campaigns, Building/renovation, Capital campaigns, Employee matching gifts. - Limitations: Giving primarily in areas of company operations, including IA, IL, IN, KY, MN, MO, and WI. No support for religious organizations. No grants to individuals. - Application information: Application form not required. - Initial approach: Letter - Copies of proposal: 1 - Board meeting date(s): Feb., May, Aug., and Nov. - Deadline(s): None - Officers and Trustees:* Norm Linnell,* Pres. and Treas.; Sandra Johnson,* Secy.; Marty Barris; Becky Cahn; H. Young Chung; Pat Fisher; Karen Geronime; Tim Grafe; Dennis Grigal; Jim Martin; Jeff May; Aileen Torgeson. - Financial data: (yr. ended 07/31/99): Assets, $3,174,151 (M); expenditures, $859,702; total giving, $808,950; qualifying distributions, $859,702; giving activities include $808,950 for 80 grants (high: $132,000; low: $500). EIN: 416052950 - Selected grants: The following grants were reported in 1999:$132,000 to United Way of Minneapolis Area, Minneapolis, MN. $121,580 to Citizens Scholarship Foundation of America, Saint Peter, MN. $50,000 to Harvard University, School of Public Health, Cambridge, MA. $50,000 to Rebuild Resources, Minneapolis, MN. $25,000 to Normandale Community College, Bloomington, MN. $25,000 to Science Museum of Minnesota, Saint Paul, MN. $20,000 to Boys and Girls Club of Clinton County, Frankfort, Indiana. $11,500 to United Way of the Bluegrass, Lexington, KY. $10,000 to YMCA of Stevens Point, Stevens Point, WI. $10,000 to YMCA, Grand River Area Family, Chillicothe, MO. Sponsoring company information: Donaldson Company, Inc. Minneapolis, MN - Business activities: Manufactures pollution control and filtration equipment. - Financial profile for 1999: Number of employees, 7,056; assets, $528,358,000; sales volume, $944,139,000 - Corporate officers: William G. Van Dyke, Chair., Pres., and C.E.O.; James R. Giertz, Sr. V.P. and C.F.O.; Lowell F. Schwab, Sr. V.P., Opers.; Thomas A. Windfeldt, V.P., Treas., and Cont.; John E. Thames, V.P., Human Resources; Norman C. Linnell, Genl. Counsel and Secy. - Subsidiaries and/or Divisions: Advanced Filtration Systems, Inc., Champaign, IL; ENV Services, Inc., Philadelphia, PA. - Plants and/or Offices: Ontario, CA; Cresco, IA; Grinnell, IA; Oelwein, IA; Dixon, IL; Frankfort, Indiana; Rensselaer, Indiana; Nicholasville, KY; Chillicothe, MO; Philadelphia, PA; Baldwin, WI; Stevens Point, WI. - Giving statement: Giving through a foundation. James W. and Ella B. Forster Charitable Trust c/o Frontier Bank P.O. Box 549 Rock Rapids, IA 51246-0549 Application address: c/o Frontier Bank, 301 1st Ave., Rock Rapids, IA 51246, tel.: (712) 472-2537 Donor(s): James W. Forster+; Ella B. Forster+. Type of grantmaker: Independent foundation. Background: Established in 1987 in IA. GRANT GUIDELINES: - Purpose and activities: Giving primarily for community improvement. - Fields of interest: Community development; Government/public administration; Hospitals (general). Geographic focus: Iowa - Types of support: Building/renovation, Matching/challenge support, Program development, Seed money. - Limitations: Giving limited to IA, with emphasis on Rock Rapids. No grants to individuals. - Application information: Application form required. - Initial approach: Letter - Board meeting date(s): Oct. - Deadline(s): Sept. 30 - Final notification: Dec. 30 - Trustees: John Appel; Bruce Kammermeyer; Frontier Bank. - Financial data: (yr. ended 06/30/99): Assets, $3,414,116 (M); expenditures, $188,389; total giving, $175,211; qualifying distributions, $174,621; giving activities include $175,211 for 6 grants (high: $65,000; low: $1,000). EIN: 421305882 - Selected grants: The following grants were reported in 1999: $65,000 to Rock Rapids, City of, Rock Rapids, IA, For Rock Rapids Community Building project. $58,711 to Merrill Pioneer Community Hospital, Rock Rapids, IA, For equipment and possible relocation in old high school building. $35,000 to Central Lyon Community School, Rock Rapids, IA, For auditorium project. $9,500 to Lyon County Conservation Foundation, Rock Rapids, IA, To construct Handicap Fishing Pier. $6,000 to Rock Rapids Public Library, Rock Rapids, IA, For Serendipity Club for Supervised Enrichment Program. $1,000 to Rock Rapids Tree Board, Rock Rapids, IA, To assist Central Lyon Community School with completion of landscaping around new Junior/Senior High School. The Gazette Foundation 500 3rd Ave., S.E. Cedar Rapids, IA 52401 Telephone: (319) 398-8207 Contact: Joseph F. Hladky III, Pres. Donor(s): Gazette Co. Inc. Type of grantmaker: Company-sponsored foundation. Background: Established in 1960 in IA. GRANT GUIDELINES: - Purpose and activities: Support for higher education, including programs designed to strengthen the skills of future newspaper and broadcasting professionals, youth agencies, cultural programs, health services, and a community fund. The foundation is also interested in projects designed to improve the environment for persons living and working in the Cedar Rapids, IA, community. - Fields of interest: Arts; Children/youth, services; Environment; Health care; Higher education; Media/communications; Media, journalism/publishing. - Geographic focus: Iowa - Types of support: General/operating support. - Limitations: Giving limited to Cedar Rapids, IA. No grants to individuals, or for fundraising dinners, band uniforms, trips, conferences, group travel, or honoraria for distinguished guests. - Publications: Program policy statement. - Application information: Application form required. - Copies of proposal: 3 - Board meeting date(s): Quarterly or as needed - Deadline(s): None - Final notification: 3 months - Officers and Directors:* Joseph F. Hladky III,* Pres.; Ken Slaughter,* V.P.; John L. Donnelly,* Treas.; Elizabeth T. Barry. - Financial data: (yr. ended 12/31/98): Assets, $1,225,556 (M); gifts received, $223,500; expenditures, $192,718; total giving, $190,956; qualifying distributions, $190,956; giving activities include $190,956 for grants. EIN: 426075177 - Selected grants: The following grants were reported in 1998: $44,200 to United Way of East Central Iowa, Cedar Rapids, IA, For general support. $39,000 to Habitat for Humanity of Cedar Valley, Cedar Rapids, IA, For general support. $5,500 to Miracles in Motion Handicapped Horsemen, Swisher, IA, For general support. $5,000 to Iowa Natural Heritage Foundation, Des Moines, IA, For Faulkes Woods Project. $5,000 to Kirkwood Community College, Cedar Rapids, IA, For general support. $3,500 to University of Iowa Foundation, Iowa City, IA, For scholarships and programs. $3,000 to YMCA of Cedar Rapids, Cedar Rapids, IA, For general support. $1,000 to Mount Mercy College, Cedar Rapids, IA, For general support. $1,000 to Science Station, Cedar Rapids, IA, For general support. $1,000 to Willis Dady Emergency Shelter, Cedar Rapids, IA, For remodeling building. - Sponsoring company information: Gazette Company Inc. Cedar Rapids, IA - Business activities: Publishes newspapers; operates TV stations. - Corporate officers: Joseph F. Hladky III, Pres.; Ken Slaughter, V.P. and Treas.; Bonnie Russell, Cont.; Jean Giglio, Secy. - Subsidiaries and/or Divisions: Advertiser, Coralville, IA; Database Marketing, Cedar Rapids, IA; DecisionMark, Cedar Rapids, IA; Geographic Decisions Systems, Inc., Cedar Rapids, IA; Interactive Media, Inc., Cedar Rapids, IA; Iowa Farmer Today, Cedar Rapids, IA; KCRG Radio & TV Stations, Cedar Rapids, IA; Penny Saver, Cedar Rapids, IA. - Giving statement: Giving through a foundation. Global Education Research Foundation 5604 Glen Oaks Pointe West Des Moines, IA 50266 Telephone: (515) 327-0550 Contact: Marla Quenzer, Pres. Donor(s): Delwin Quenzer; Marla Quenzer. Type of grantmaker: Independent foundation. Background: Established in 1993 in IA. GRANT GUIDELINES: - Fields of interest: Community development. - Geographic focus: Iowa - Limitations: Giving primarily in Des Moines, IA. No grants to individuals. - Application information: Initial approach: Letter - Deadline(s): None - Officers: Marla Quenzer, Pres.; Elnora McConnell, V.P.; Sarah Leslie, Secy.; Delwin Quenzer, Treas. - Financial data: (yr. ended 02/28/98): Assets, $10,203 (M); gifts received, $51,225; expenditures, $59,768; total giving, $46,970; qualifying distributions, $4,728; giving activities include $46,970 for 2 grants (high: $45,470; low: $1,500) and $12,798 for foundation-administered programs. EIN: 421399770 The Ralph & Sylvia G. Green Charitable Foundation 1801 2nd Ave. Des Moines, IA 50314 Contact: Ann G. Anderson, Pres. Donor(s): Ralph Green+. Type of grantmaker: Independent foundation. Background: Established in 1983 in IA. GRANT GUIDELINES: - Purpose and activities: Giving for the arts, education, the environment, and human services. Fields of interest: Arts; Environment, natural resources; General charitable giving; Higher education; Human services; Libraries/library science. - Geographic focus: Iowa - Types of support: Annual campaigns, Capital campaigns, Endowments, General/operating support, Seed money. - Limitations: Giving primarily in Des Moines, IA. No grants to individuals. - Application information: Application form not required. Applicants should submit the following: 1) copy of IRS Determination Letter 2) detailed description of project and amount of funding requested Initial approach: Letter Copies of proposal: 1 - Board meeting date(s): Quarterly - Deadline(s): None - Final notification: Upon action of the board - Officers and Directors:* Ann G. Anderson,* Pres. and Secy.; Sigurd Anderson,* V.P. and Treas. - Financial data: (yr. ended 12/31/99): Assets, $1,341,402 (M); expenditures, $62,464; total giving, $61,810; qualifying distributions, $61,140; giving activities include $61,810 for 26 grants (high: $10,000; low: $45; average: $45-$10,000). EIN: 421208959 Haggard-Twogood Charitable Trust P.O. Box 617 Algona, IA 50511 Contact: R.G. Buchanan, Secy.-Treas. Donor(s): Barbara J. Haggard+. Type of grantmaker: Independent foundation. Background: Established in 1997 in IA. GRANT GUIDELINES: - Fields of interest: Arts; Museums; Performing arts; Performing arts, music. - Geographic focus: Iowa - Types of support: Building/renovation, Exchange programs, General/operating support, Matching/challenge support, Program development. - Limitations: Giving primarily in Algona and Kassuth Couthy, IA. No grants to individuals. - Publications: Annual report, grants list, occasional report. - Application information: Application form not required. Applicants should submit the following: 1) copy of current year's organizational budget and/or project budget 2) detailed description of project and amount of funding requested Deadline(s): None - Officers and Trustees:* Judy M. Thoreson,* Chair.; Richard M. Thoreson,* Vice-Chair.; Russell G. Buchanan,* Secy.-Treas.; Theresa Lage; Paul Wigley. - Financial data: (yr. ended 12/31/99): Assets, $796,577 (M); expenditures, $20,326; total giving, $3,275; qualifying distributions, $3,575; giving activities include $3,275 for 3 grants (high: $1,500; low: $500). EIN: 396646318 The Hall-Perrine Foundation, Inc. (Formerly The Hall Foundation, Inc.) 115 3rd St., S.E., Ste. 803 Cedar Rapids, IA 52401-1222 Telephone: (319) 362-9079 Contact: Jack B. Evans, Pres. Donor(s): Members of the Hall family. Type of grantmaker: Independent foundation. Background: Incorporated in 1953 in IA. GRANT GUIDELINES: - Purpose and activities: The foundation is dedicated to improving the quality of life for people in Linn County, IA by responding to changing social, economic, and cultural needs. Primary areas of interest include the arts, higher education, social services, community funds, and health care. Support also for cultural programs, including fine and performing art groups, youth agencies, and health services. - Fields of interest: Aging; Aging, centers/services; Arts; Cancer; Disabled; Family services; Health care; Health organizations; Higher education; Human services; Mental health/crisis services; Museums; Performing arts, music; Performing arts, theater; Substance abuse, services; Youth, services. - Geographic focus: Iowa - Types of support: Building/renovation, Capital campaigns, Emergency funds, Land acquisition, Matching/challenge support, Seed money. - Limitations: Giving limited to Linn County, IA. No support for churches or their programs, or elementary or secondary schools. No grants to individuals, or for deficit financing, endowment funds, continuing operating support, benefits, special events, conferences, or fellowships; no loans. - Application information: Application form required. Applicants should submit the following: 1) brief history of organization and description of its mission 2) listing of board of directors, trustees, officers and other key people and their affiliations 3) statement of problem project will address 4) listing of additional sources and amount of support 5) copy of most recent annual report/audited financial statement/990 6) copy of IRS Determination Letter Initial approach: Letter Copies of proposal: 1 - Board meeting date(s): Varies - Deadline(s): Varies according to meeting dates - Final notification: After board meetings - Officers and Directors:* William P. Whipple,* Chair.; Jack B. Evans,* Pres.; John G. Lidvall,* V.P. and Treas.; Darrel A. Morf,* V.P.; Iris E. Muchmore,* Secy.; Dennis L. Boatman; E.J. Buresh; Kathy E. Eno; George C. Foerstner; Carleen Grandon; Joseph R. Loufek,* Dir. Emer.; Alex Meyer; Charles M. Peters. - Financial data: (yr. ended 12/31/99): Assets, $114,590,450 (M); gifts received, $751; expenditures, $6,271,572; total giving, $5,569,949; qualifying distributions, $5,560,318; giving activities include $5,569,949 for 24 grants (high: $1,250,000; low: $1,000; average: $10,000-$100,000). EIN: 426057097 - Selected grants: The following grants were reported in 1999: $3,000,000 to YMCA of Cedar Rapids, Cedar Rapids, IA, For new facility and for renovations at Stoney Point branch. $2,000,000 to Science Station, Cedar Rapids, IA, For capital support for IMAX Theater. $500,000 to African-American Historical and Cultural Museum, Waterloo, IA, For capital support. $125,000 to Four Oaks, Cedar Rapids, IA, For project at Saint Mark's Lutheran Church. $25,000 to National Czech and Slovak Museum and Library, Cedar Rapids, IA, To renovate Collections Center. $16,000 to Cedar Rapids Opera Theater, Cedar Rapids, IA, For start-up support. $10,000 to Iowa College Foundation, Des Moines, IA, For annual operating support. Heath Foundation, Inc. c/o Keele Law Offices P.O. Box 156 West Liberty, IA 52776-0156 Contact: Dennis Batty, Secy.-Treas. Application address: P.O. Box 78, West Liberty, IA 52776, tel.: (319) 627-2191 Type of grantmaker: Operating foundation. GRANT GUIDELINES: - Purpose and activities: Giving primarily for the construction of a library and a community center in West Liberty, IA, as well as for education and human services. - Fields of interest: Community development; Education; Human services; Libraries (public). - Geographic focus: Iowa - Limitations: Giving primarily in West Liberty, IA. No grants to individuals. - Application information: Applicants should submit the following: 1) name, address and phone number of organization 2) copy of IRS Determination Letter 3) detailed description of project and amount of funding requested - Initial approach: Proposal - Deadline(s): None - Officers: James R. Keele, Pres.; Thomas C. Brooke, V.P.; Dennis Batty, Secy.-Treas. - Financial data: (yr. ended 12/31/98): Assets, $193,790 (M); expenditures, $214,891; total giving, $213,960; qualifying distributions, $214,891; giving activities include $213,960 for 10 grants (high: $100,000; low: $500). EIN: 421367113 Heritage Imports Foundation 309 South St. Pella, IA 50219-2155 Telephone: (515) 628-4949 Contact: J. Mark DeCook, Pres. Donor(s): Heritage Imports, Inc. Type of grantmaker: Company-sponsored foundation. Background: Established in 1989 in IA. GRANT GUIDELINES: - Purpose and activities: Giving for the performing arts, hosptials, medical research, and community development. - Fields of interest: Biomedicine; Community development; Hospitals (general); Medical research; Performing arts. - Geographic focus: Iowa - Types of support: General/operating support. - Limitations: Giving primarily in central IA. No grants to individuals. - Application information: Application form not required. Initial approach: Proposal Copies of proposal: 2 - Board meeting date(s): Feb. - Deadline(s): At least 30 days in advance of need - Officers: M. Bruce Heerema, Chair.; J. Mark De Cook, Pres. - Financial data: (yr. ended 12/31/99): Assets, $455,344 (M); gifts received, $254,191; expenditures, $162,721; total giving, $162,566; qualifying distributions, $162,721; giving activities include $162,566 for 17 grants (high: $80,000; low: $100). EIN: 421343484 - Sponsoring company information: Heritage Imports, Inc. Pella, IA - Business activities: Distributes lace fabrics. - Giving statement: Giving through a foundation. Charlotte and William Hinson Charitable Foundation Trust 4212 Cherrywood Ct. West Des Moines, IA 50265 Telephone: (515) 224-4467 Contact: Richard C. Hinson, Tr. Additional tel.: (515) 225-4502 Donor(s): William H. Hinson; Charlotte A. Hinson. Type of grantmaker: Independent foundation. Background: Established in 1992 in IA. GRANT GUIDELINES: - Fields of interest: Education; Federated giving programs; Museums; Performing arts, orchestra (symphony); Protestant agencies & churches. - Geographic focus: Iowa - Limitations: Giving primarily in IA. No grants to individuals. - Application information: Application form required. Initial approach: Letter or telephone Deadline(s): None - Trustees: Carol H. Driver; Charlotte A. Hinson; Richard C. Hinson; William H. Hinson. - Financial data: (yr. ended 12/31/99): Assets, $754,075 (M); expenditures, $38,524; total giving, $38,000; qualifying distributions, $38,000; giving activities include $38,000 for grants. EIN: 421394928 James W. Hubbell, Jr. & Helen H. Hubbell Foundation c/o Bankers Trust Co., Trust Dept. P.O. Box 897 Des Moines, IA 50304-0897 Contact: Mindy Nussbaum-Bell, V.P., Bankers Trust Co. Application address: c/o Bankers Trust Co., 665 Locust St., Des Moines, IA 50309, tel.: (515) 245-2800 Donor(s): James W. Hubbell, Jr. Type of grantmaker: Independent foundation. Background: Established in 1976 in IA. GRANT GUIDELINES: - Purpose and activities: Giving primarily for higher education, the arts, and Protestant agencies and churches. - Fields of interest: Arts; Health care; Higher education; Historic preservation/historical societies; Human services; Protestant agencies & churches; Secondary school/education. - Geographic focus: Iowa - Types of support: Annual campaigns, Capital campaigns, Continuing support, Endowments, General/operating support, Internship funds, Matching/challenge support, Program development, Seed money. - Limitations: Giving primarily in IA. - Application information: Initial approach: Letter Deadline(s): None - Trustees: James W. Hubbell, Jr.; Bankers Trust Co. - Financial data: (yr. ended 06/30/98): Assets, $5,458,400 (M); expenditures, $268,337; total giving, $194,300; qualifying distributions, $191,263; giving activities include $194,300 for 32 grants (high: $32,500; low: $150). EIN: 426259130 - Selected grants: The following grants were reported in 1999: $17,000 to Des Moines Art Center, Des Moines, IA. $15,000 to United Way of Central Iowa, Des Moines, IA, For community welfare programs. $8,000 to Simpson College, Indianola, IA, To purchase equipment. $6,000 to Des Moines Symphony, Des Moines, IA, For community music events. $6,000 to Science Center of Iowa, Des Moines, IA. $5,000 to Blank Park Zoo Foundation, Des Moines, IA. $5,000 to Drake University, Des Moines, IA, To purchase equipment and supplies. $5,000 to Lost Tree Village Charitable Foundation, North Palm Beach, FL, For community welfare programs. $5,000 to Saint Marks School, Southborough, MA, To purchase equipment. $3,500 to Des Moines Metro Opera, Indianola, IA, For community opera events. Humanities Iowa (Formerly Iowa Humanities Board) 100 Oakdale Campus, Northlawn Iowa City, IA 52242-5000 Telephone: (319) 335-4153 Contact: Christopher Rossi, Exec. Dir. FAX: (319) 335-4154 E-mail: info@humanitiesiowa.org URL: http://www.humanitiesiowa.org Type of grantmaker: Public charity. Background: Established in 1971 in IA. GRANT GUIDELINES: - Purpose and activities: The organization fosters cultural awareness through the humanities in Iowa. Grants are awarded for locally designed, community-based humanities programs that bring people and ideas together. The offerings include a Speakers Bureau and Library Reading/Discussion series, giving readers the opportunity to read and talk about Iowa history, cultural diversity, autobiography, images of the mythic west, and more. - Program area(s): The grantmaker has identified the following area(s) of interest: - Media Grants: These Major Grants support production of original media projects, such as documentary films. - Public Humanities Achievement Awards: These awards recognize and honor significant contributions through the humanities to the cultural life of Iowa. Each carries a $1,000 grant to sponsor a public humanities project of the recipient's choosing. - Fields of interest: History/archaeology; Humanities; Literature. - Geographic focus: Iowa - Types of support: Program development, Seed money. - Limitations: Giving primarily in IA. No support for for-profit enterprises, direct social or political action, social services or social training programs, creative or performing arts, or public schools. No grants to individuals, or for research (unless integral to a public program), publications outside of a public program, acquisitions, capital projects, equipment, curriculum development, endowment funds, or operating support. - Publications: Annual report, informational brochure, newsletter, application guidelines. - Application information: Number of copies of proposal varies per program. Application form required. Applicants should submit the following: 1) timetable for implementation and evaluation of project 2) qualifications of key personnel 3) how project's results will be evaluated or measured 4) copy of current year's organizational budget and/or project budget 5) detailed description of project and amount of funding requested 6) population served 7) listing of additional sources and amount of support 8) name, address and phone number of organization 9) additional materials/documentation - Initial approach: Telephone - Board meeting date(s): Feb., June, and Nov. - Deadline(s): May 1 and Oct.1 for grant requests over $1,000; 1st of each month for Mini-grants - Officers and Directors:* David Vikturek,* Pres.; John M. Lewis,* V.P.; Samuel L. Becker,* Secy.; Madeleine Henry,* Treas.; Christopher Rossi, Exec. Dir.; and 13 additional directors. - Financial data: (yr. ended 10/31/00): Revenue, $538,511; assets, $575,605 (L); gifts received, $506,149; expenditures, $512,683; total giving, $227,272; program services expenses, $429,473; giving activities include $227,272 for 66 grants (high: $9,000; low: $100; average: $100-$9,000). EIN: 237374180 Pat and Dave Hurd Foundation 3930 Grand Ave., Ste. 406 Des Moines, IA 50312 Contact: G. David Hurd, Pres. Donor(s): G. David Hurd; Patricia L. Hurd. Type of grantmaker: Independent foundation. Background: Established in 1993 in IA. GRANT GUIDELINES: - Purpose and activities: Giving to public supported charities, education, native reservations, health, and human services. - Fields of interest: Animals/wildlife; Environment; Human services. - Geographic focus: Iowa - Limitations: Giving primarily in Des Moines, IA. No grants to individuals. - Application information: Initial approach: Proposal or letter Deadline(s): None - Officer and Director:* G. David Hurd,* Pres. and Treas. - Financial data: (yr. ended 08/31/99): Assets, $5,429 (M); gifts received, $85,000; expenditures, $93,725; total giving, $93,725; qualifying distributions, $93,724; giving activities include $93,725 for 93 grants (high: $7,000; low: $125). EIN: 421409179 The IBP Foundation, Inc. P.O. Box 515 Dakota City, NE 68731-0515 Telephone: (402) 494-2061 Contact: Donald E. Willoughby, Exec. Dir. Company URL: http://www.ibpinc.com Donor(s): IBP, inc. Type of grantmaker: Company-sponsored foundation. Background: Established in 1979 in NE. GRANT GUIDELINES: - Purpose and activities: Grants primarily for community development, including community funds, business associations, agricultural organizations, and education; some support for health services. - Fields of interest: Agriculture; Business/industry; Community development; Education; Federated giving programs; Health care. - Geographic focus: Iowa; Idaho; Illinois; Kansas; Minnesota; Nebraska; New Mexico; Texas; Washington - Limitations: Giving limited to Columbus Junction, Denison, Perry, Sioux City, Tama, Waterloo, and Storm Lake, IA; Boise, ID; Joslin, IL; Emporia and Garden City, KS; Luverne, MN; Dakota City, Gibbon, Lexington, Madison, South Sioux City, and West Point, NE; San Teresa, NM; Sealy, Palestine, and Amarillo, TX; and - Pasco, WA. - Application information: Application form required. Applicants should submit the following: 1) name, address and phone number of organization 2) detailed description of project and amount of funding requested 3) results expected from proposed grant Initial approach: Letter Board meeting date(s): Quarterly - Deadline(s): None - Officers and Directors:* Lonnie O. Grigsby,* Chair.; Leon O. Trautwein, Treas.; Donald E. Willoughby, Exec. Dir.; Richard L. Bond; Kenneth W. Browning; David C. Layhee; Eugene D. Leman; Bruce L. Pautsch; Larry Shipley. - Financial data: (yr. ended 12/31/98): Assets, $3,462,324 (M); expenditures, $389,236; total giving, $380,807; qualifying distributions, $380,807; giving activities include $380,807 for 27 grants (high: $100,000; low: $100). EIN: 476014039 - Sponsoring company information: IBP, inc. Dakota Dunes, SD - Business activities: Produces meat products. - Financial profile for 1999: Assets, $3,713,200,000; sales volume, $14,075,200,000 - Fortune 500 ranking: 1999-125th in revenues, 270th in profits, and 391st in assets - Forbes 500 ranking: 1999-119th in sales, 293rd in net profits - Corporate officers: Robert L. Peterson, Chair. and C.E.O.; Richard Bond, Pres. and C.O.O.; Lonnie O. Grigsby, Exec. V.P., Finance, and Treas.; John N. Borgh, V.P. and Treas. - Giving statement: Giving through a foundation. At press time, the company is in the process of merging with Tyson Foods, Inc. Frances H. Ingham Foundation 8108 Madison Ave. Urbandale, IA 50322-2458 Telephone: (515) 278-1786 Contact: Patricia I. Davis, Pres. Type of grantmaker: Independent foundation. Background: Established in 1984 in IA. GRANT GUIDELINES: - Fields of interest: Environment, natural resources. - Geographic focus: Iowa - Types of support: General/operating support. - Limitations: Giving limited to central IA. No grants to individuals. - Application information: Initial approach: Letter Deadline(s): None - Officers and Directors:* Patricia I. Davis,* Pres.; C.E. Davis,* V.P.; Frances E. Davis,* Secy.; John L. Drake,* Treas. - Financial data: (yr. ended 12/31/99): Assets, $162,718 (M); expenditures, $10,439; total giving, $10,000; qualifying distributions, $9,805; giving activities include $10,000 for grants. EIN: 421215206 Iowa West Foundation 500 W. Broadway, Ste. 100 Council Bluffs, IA 51503 Telephone: (712) 325-3132 Type of grantmaker: Independent foundation. Background: Established in 1994 in IA. GRANT GUIDELINES: - Purpose and activities: To support matching fund projects, supplemental special projects, the completion of a project, seed money if projects are innovative, and community betterment. - Fields of interest: Arts; Children/youth, services; Community development; Disasters, fire prevention/control; Education; Health organizations; Human services. - Geographic focus: Iowa; Nebraska - Limitations: Giving primarily in southwest IA and the Council Bluffs, Omaha, NE, area. No support for non-operating foundations or religious organizations. No grants to individuals, or for scholarships, general operating funds, deficit budgets, debt financing, salaries, ticket/table purchases, advertisting, and discriminatory activities. - Application information: Requests for application forms accepted up to a week before the deadline dates. Application form required. Applicants should submit the following: 1) copy of IRS Determination Letter Copies of proposal: 1 Deadline(s): Mar. 1 (for spring program) and Sept. 1 (for fall program) - Final notification: June 15 and Dec. 15 - Officers: John P. Nelson, Pres.; Delman A. Campbell, V.P.; Gary D. Woods, Secy.-Treas.; Anthony Payne, Exec. Dir. - Board Members: Susanne L. Christiansen; Francis E. Clark; Leo E. Olsen; Georgia A. Sievers. - Financial data: (yr. ended 12/31/98): Assets, $86,386,069 (M); gifts received, $25,436,394; expenditures, $11,234,216; total giving, $10,547,477; qualifying distributions, $10,681,087; giving activities include $10,147,477 for 96 grants (high: $1,843,178; low: $582) and $400,000 for 1foundation-administered program. EIN: 421391990 - Selected grants: The following grants were reported in 1998: $1,843,178 to Pottawattamie County Development Corporation, Council Bluffs, IA. $1,500,000 to Iowa Western Community College Foundation, Council Bluffs, IA. $625,000 to Council Bluffs, City of, Department of Community Development, Council Bluffs, IA. $520,174 to Loess Hills Area Education Agency, Council Bluffs, IA. $150,000 to Family Service, Omaha, NE. $138,700 to Council Bluffs, City of, Fire Department, Council Bluffs, IA. $125,000 to Council Bluffs Public Library, Council Bluffs, IA. $100,000 to Metropolitan Omaha Convention, Sports and Entertainment Authority, Omaha, NE. $100,000 to Omaha Development Foundation, Omaha, NE. $100,000 to YMCA, Montgomery County Family, Red Oak, IA. Peter Kiewit Foundation Guarantee Centre II Ste. 225 8805 Indian Hills Dr. Omaha, NE 68114 Telephone: (402) 344-7890 Contact: Lyn Wallin Ziegenbein, Secy. FAX: (402) 344-8099 Donor(s): Peter Kiewit+. Type of grantmaker: Independent foundation. Background: Established in 1975 in NE. GRANT GUIDELINES: - Purpose and activities: Giving primarily for cultural programs, including the arts, civic affairs, community development, higher and other education, health and social service agencies, and youth programs. Contributions almost always made as challenge or matching grants. - Program area(s): The grantmaker has identified the following area(s) of interest: Nebraska Teacher Achievement Awards: Awards are available to full-time classroom teachers of grades K-12 in Nebraska public or private schools. - Scholarship Program: In December 1981, the trustees authorized a college scholarship program for high school students in the Omaha, NE-Council Bluffs, IA, area. Scholarships are awarded annually. Financial need is a principal criterion. Scholarship aid is to continue for four years, given satisfactory achievement. - Fields of interest: Arts; Community development; Education; Government/public administration; Health care; Higher education; Human services; Rural development; Youth, services. - Geographic focus: California; Iowa; Nebraska; Wyoming - Types of support: Building/renovation, Capital campaigns, Equipment, General/operating support, Land acquisition, Matching/challenge support, Program development, Program-related investments/loans, Scholarships--to individuals, Seed money. - Limitations: Giving limited to Rancho Mirage, CA, western IA, NE, and Sheridan, WY; college scholarships available to high school students in the Omaha, NE-Council Bluffs, IA, area only. No support for elementary or secondary schools, churches, or religious groups. No grants to individuals (except for scholarships), or for endowment funds or annual campaigns. - Publications: Annual report, informational brochure (including application guidelines), application guidelines. - Application information: Application form required. Organizations whose applications are denied must wait one full year before resubmission. No more than two applications from the same organization will be considered in any calendar year. - Initial approach: Letter or telephone - Copies of proposal: 3 - Board meeting date(s): Sept., Dec., Mar., and June - Deadline(s): Oct. 1 and Apr. 1 for organizations; Feb. 1 for Teacher Achievement Awards; Mar. 1 for scholarships - Final notification: Within 6 months - Officers and Trustees:* Richard L. Coyne,* Chair.; Peter Kiewit, Jr.,* Vice-Chair.; Lyn Wallin Ziegenbein,* Secy.; Morgans C. Bay; Michael L. Gallagher; John W. Hancock; G. Richard Russell; U.S. Bank, N.A. - Financial data: (yr. ended 06/30/99): Assets, $542,448,805 (M); expenditures, $30,002,243; total giving, $25,854,694; qualifying distributions, $26,551,508; giving activities include $23,092,031 for 246 grants (high: $3,000,000; low: $568; average: $5,000-$250,000), $2,762,663 for grants to individuals and $176,245 for foundation-administered programs. EIN: 476098282 - Selected grants: The following grants were reported in 1999: $2,500,000 to Chamber Foundation of Greater Omaha, Omaha, NE, For Caterpillar Class Project. $2,000,000 to Heritage-Joslyn Foundation, Omaha, NE. $1,500,000 to Bellevue University, Bellevue, NE for 2 grants: $1,000,000, $500,000. $1,000,000 to Boys and Girls Clubs of Omaha, Omaha, NE. $376,329 to Omaha, City of, Omaha, NE, For Edlaw, effort to provide legal services to ensure that children have equal access to educational facilities. $300,000 to Arizona State University Foundation, College of Law, Tempe, AZ. $271,254 to United Arts Omaha, Omaha, NE. $250,000 to Council Bluffs Library Foundation, Council Bluffs, IA. $250,000 to Stanford University, Stanford, CA. Lands' End, Inc. Corporate Giving Program 2 Lands' End Ln. Dodgeville, WI 53595 Telephone: (608) 935-4221 Contact: Ginnie Helin, Mgr., Corp. Giving Application address for sponsorships: c/o Mktg. Dept., 5 Lands' End Ln., Dodgeville, WI 53595 FAX: (608) 935-6432 Sponsoring company: Lands' End, Inc. Type of grantmaker: Corporate giving program. GRANT GUIDELINES: - Purpose and activities: Lands' End makes charitable contributions to nonprofit organizations involved with education, the environment, health and human services, and community development. Support is given primarily in Illinois, Iowa, Minnesota, Rochester, New York, and Wisconsin. - Fields of interest: Community development; Education; Environment; Health care; Human services. Geographic focus: Illinois; Iowa; Minnesota; New York; Wisconsin - Types of support: Employee volunteer services, General/operating support, In-kind gifts. - Limitations: Giving primarily in IL, IA, MN, Rochester, NY, and WI. No support for political organizations or candidates or lobbying organizations. No grants to individuals, or for advertising, endowments, testimonial or award dinners, or political campaigns; no loans. - Publications: Informational brochure, application guidelines. - Application information: The company has a staff that only handles contributions. Application form not required. Applicants should submit the following: 1) listing of additional sources and amount of support 2) contact person 3) name, address and phone number of organization 4) statement of problem project will address 5) timetable for implementation and evaluation of project 6) detailed description of project and amount of funding requested 7) how project's results will be evaluated or measured 8) geographic area to be served 9) copy of IRS Determination Letter 10) population served 11) copy of most recent annual report/audited financial statement/990 12) list of company employees involved with the organization Proposals should include a description of past involvement by Lands' End with the organization. - Initial approach: Proposal to headquarters Copies of proposal: 1 - Deadline(s): 90 days prior to need - Final notification: Following review - Sponsoring company information: Lands' End, Inc. Dodgeville, WI - Business activities: Distributes men's, women's, and children's clothing by mail order; operates retail stores. - Financial profile for 1999: Number of employees, 5,500; assets, $456,196,000; sales volume, $1,319,823,000 - Corporate officers: Gary C. Comer, Chair.; Richard C. Anderson, Vice-Chair.; David F. Dyer, Pres. and C.E.O.; Jeffrey A. Jones, C.O.O.; Stephen A. Orum, Exec. V.P. and C.F.O.; Francis P. Schaecher, Sr. V.P., Opers.; David T. Zentmyer, Sr. V.P., Corp. Sales; Donald R. Hughes, V.P., Finance; Terry Janes, Treas.; Pamela Patzke, Genl. Counsel. - Subsidiaries and/or Divisions: Lands' End, Elkadir, IA; Lands' End, West Union, IA; Territory Ahead, Santa Barbara, CA; Willis & Geiger, Dodgeville, WI. - Giving statement: Giving through a corporate giving program. Lee Endowment Foundation c/o First Citizens Trust Co., N.A. 2601 4th St., S.W. Mason City, IA 50402 Application address: c/o James Bell, Chair., Screening Comm., Globe-Gazette, Mason City, IA 50401, tel.: (515) 421-0507 (for Elizabeth Muse Norris Char. Fund and Lorraine & Ray Rorick Fund) Scholarship application address: c/o Dr. David L. Buettner, Chair., Nominating Comm., North Iowa Area Community College, 500 College Dr., Mason City, IA 50401, tel.: (515) 421-4200 (for Will F. Muse Scholarship Fund) Donor(s): Elizabeth Norris+. Type of grantmaker: Independent foundation. Background: Established in 1978 in IA. GRANT GUIDELINES: - Purpose and activities: Support for community development, higher education, health and social services, and for scholarships to individuals for postsecondary education. - Fields of interest: Community development; Health care; Human services. - Geographic focus: Iowa - Types of support: General/operating support, Scholarships--to individuals. - Limitations: Giving primarily to residents of Mason City and Cerro Gordo County, IA, for scholarships; in north central IA for other grants. - Application information: Application form required for scholarships. Deadline(s): Mar. 1 for scholarships; no deadline for charitable fund applications, but generally will be acted upon once annually in Feb. - Officers: Donald G. Harrer, Pres.; J. Martin Wolman, V.P. and Treas.; Douglas F. Sherwin, V.P. Financial data: (yr. ended 12/31/98): Assets, $25,828,684 (M); expenditures, $1,118,390; total giving, $1,088,433; qualifying distributions, $1,090,990; giving activities include $749,100 for 39 grants (high: $200,000; low: $1,000) and $339,333 for 143 grants to individuals (high: $1,300; low: $650; average: $300-$1,300). EIN: 421074052 The Leighty Foundation P.O. Box 37 Cascade, CO 80809 Contact: Jane Leighty Justis, Exec. Dir. Donor(s): H.D. Leighty; William C. Leighty. Type of grantmaker: Independent foundation. Background: Established in 1985. GRANT GUIDELINES: - Purpose and activities: Support for organizations which seek to deal with today's problems and opportunities in ways that meet current needs without compromising the ability of future generations to meet their needs. The foundation concentrates its efforts in areas of special concern to its board members. - - Priorities include: peacemakers, science and the environment, issues of poverty, spirituality, education, human rights, population, community service and voluntarism, and women's issues. - Fields of interest: Education; Environment; Health care; International affairs, peace; Philanthropy/voluntarism; Population studies; Religion; Science; Voluntarism promotion; Women. - Geographic focus: Alaska; Colorado; Iowa - Types of support: Annual campaigns, Building/renovation, Capital campaigns, Conferences/seminars, Consulting services, Curriculum development, Equipment, Fellowships, General/operating support, Internship funds, Matching/challenge support, Publication, Scholarship funds, Technical assistance. Limitations: Giving primarily in AK, CO, and IA. No grants to individuals. - Publications: Annual report (including application guidelines), informational brochure (including application guidelines). - Application information: Unsolicited requests for funds not considered; full proposals by invitation only. Application form required. Initial approach: Letter of inquiry Copies of proposal: 1 - Board meeting date(s): Feb., May, and Nov. - Deadline(s): Apr. 1 - Officers and Directors:* H.D. Leighty,* Pres.; Nancy J. Waterman, Secy.; Jane Leighty Justis,* Exec. Dir.; Robert F. Justis; William Clyde Leighty. - Financial data: (yr. ended 08/31/99): Assets, $6,783,686 (M); gifts received, $1,000,000; expenditures, $460,075; total giving, $357,702; qualifying distributions, $343,303; giving activities include $357,702 for 111 grants (high: $25,000; low: $150; average: $5,000-$10,000). EIN: 421264476 Lennox Foundation P.O. Box 799900 Dallas, TX 75379-9900 Contact: David H. Anderson, Chair. Type of grantmaker: Independent foundation. Background: Incorporated in 1951 in IA. GRANT GUIDELINES: - Purpose and activities: Grants primarily for land conservation education, health, and human services. Fields of interest: Education; Environment, land resources; Health care; Human services. - Geographic focus: California; Iowa; Maine; Texas - Types of support: Annual campaigns, Building/renovation, Capital campaigns, Continuing support, Equipment, General/operating support, Land acquisition, Matching/challenge support, Program development. - Limitations: Applications not accepted. Giving limited to areas of family involvement in CA, IA, ME, and TX. No grants to individuals. - Application information: Unsolicited requests for funds not accepted. - Board meeting date(s): Mar. and Sept. - Officers and Trustees:* David H. Anderson,* Chair.; Robert W. Norris,* Vice-Chair.; Lynn B. Storey,* Secy. Number of staff: 0 shared staff. - Financial data: (yr. ended 11/30/99): Assets, $23,228,530 (M); gifts received, $448,430; expenditures, $1,578,656; total giving, $1,401,780; qualifying distributions, $1,389,161; giving activities include $1,401,780 for 27 grants (high: $300,000; low: $5,000). EIN: 426053380 The Leonard Street and Deinard Foundation 150 S. 5th St., Ste. 2300 Minneapolis, MN 55402 Telephone: (612) 335-1500 Contact: Margaret Tobin Donor(s): Shareholders of Leonard Street and Deinard. Type of grantmaker: Independent foundation. Background: Established in 1982 in MN. GRANT GUIDELINES: - Purpose and activities: Support for major community institutions and legal organizations providing legal aid. - Fields of interest: Arts; Community development; Crime/law enforcement; General charitable giving; Government/public administration; Legal services. - Geographic focus: Iowa; Minnesota; North Dakota; South Dakota; Wisconsin - Types of support: Annual campaigns, Building/renovation, General/operating support, Program-related investments/loans. - Limitations: Giving primarily in IA, MN, ND, SD, and WI. No grants to individuals. - Application information: Application form not required. Deadline(s): None - Director: Margaret Tobin. - Financial data: (yr. ended 12/31/99): Assets, $61,382 (M); gifts received, $215,729; expenditures, $215,901; total giving, $215,729; qualifying distributions, $215,901; giving activities include $215,729 for 96 grants (high: $47,000; low: $50). EIN: 411446976 Chester P. Luick Memorial Trust c/o First State Bank P.O. Box 39 Belmond, IA 50421 Contact: G.S. Hinman, Tr. Type of grantmaker: Independent foundation. Background: Established in 1972 in IA. GRANT GUIDELINES: - Purpose and activities: Giving for education, recreation, and public affairs. - Fields of interest: Education; Government/public administration; Historic preservation/historical societies; Recreation. - Geographic focus: Iowa - Limitations: Giving limited to Belmond, IA. - Application information: Application form not required. - Initial approach: Proposal - Copies of proposal: 1 - Board meeting date(s): Monthly - Deadline(s): None - Trustees: Merle C. Been; Gary L. Berkland; G.S. Hinman. - Financial data: (yr. ended 12/31/99): Assets, $2,218,069 (M); expenditures, $172,151; total giving, $154,250; qualifying distributions, $155,089; giving activities include $154,250 for 5 grants (high: $100,000; low: $250). EIN: 426178601 Mansfield Charitable Foundation (Formerly Wesley & Irene Mansfield Charitable Foundation) 823 13th St. P.O. Box 283 Belle Plaine, IA 52208 Telephone: (319) 444-3285 Contact: Larry Schlue, Tr. Type of grantmaker: Independent foundation. Background: Established in 1984 in IA. GRANT GUIDELINES: - Purpose and activities: Giving primarily for education, including support for a public library. - Fields of interest: Community development; Foundations (private grantmaking); Government/public administration; Higher education. - Geographic focus: Iowa; Nebraska - Types of support: Building/renovation, General/operating support, Scholarship funds. - Limitations: Giving primarily in IA, with emphasis on Benton, Linn, and Tema counties, and in Boone County, NE. - No grants to individuals. - Application information: Application form required. - Copies of proposal: 1 - Deadline(s): June 1 - Trustees: M.D. Dreibelbis; Jeanne Mansfield; Larry Schlue. - Financial data: (yr. ended 07/31/98): Assets, $16,457,779 (M); expenditures, $850,300; total giving, $728,660; qualifying distributions, $746,942; giving activities include $728,660 for 22 grants (high: $200,000; low: $2,800). EIN: 421226535 Maytag Corporation Foundation P.O. Box 39 403 W. 4th St., N. Newton, IA 50208-0039 Telephone: (641) 787-8357 Contact: Janis C. Cooper, Dir., Fdn. Progs. Additional tel.: (641) 787-6357 FAX: (641) 787-8676 URL: http://www.maytagcorp.com Donor(s): Maytag Corp. Type of grantmaker: Company-sponsored foundation. Background: Incorporated in 1952 in IA. GRANT GUIDELINES: - Purpose and activities: Supports programs that address key issues and criteria in the communities where the company has major operations. Focus is on education that builds a skilled work force, programs that enhance family life, activities that recognize and involve employees and programs that enhance Maytag communities. - Program area(s): The grantmaker has identified the following area(s) of interest: Employee Matching Gift Program: Matches company employees' and retirees' gifts to approved colleges, community colleges, libraries, museums, cultural organizations, human services organizations, select health organizations, youth programs, and public radio and television up to $2,500 annually per employee. Scholarship Program: Eligibility is open to any high school junior whose father, mother or legal guardian is a regular full-time employee of the Maytag Corporation throughout the United States. Other criteria such as high school academic record, scholastic aptitude test scores, financial need, eligible institutions, etc. are stated in the application materials. - Fields of interest: Arts; Business school/education; Children/youth, services; Community development; Education; Engineering school/education; Family services; Federated giving programs; Higher education; Performing arts; Visual arts. - Geographic focus: Iowa; Illinois; Missouri; New Hampshire; Ohio; South Carolina; Tennessee; Vermont - Types of support: Annual campaigns, Building/renovation, Capital campaigns, Continuing support, Employee matching gifts, Employee-related scholarships, General/operating support, In-kind gifts, Matching/challenge support, Scholarship funds, Seed money. - Limitations: Giving limited to areas of company operations, particularly Newton, IA, Galesburg and Herrin, IL, Jefferson City, MO, Bow, NH, North Canton, OH, Williston, SC, Cleveland and Jackson, TN, and Burlington, VT. No support for health agencies, churches, religious causes, fraternal organizations, or international relations. No grants to individuals (except for employee-related scholarships), or for benefit dinners, complimentary advertising, or sponsorship of charity events. - Publications: Annual report (including application guidelines), informational brochure (including application guidelines). - Application information: Application required for scholarship program for children of Maytag employees throughout the U.S. Application form not required. Applicants should submit the following: 1) copy of IRS Determination Letter 2) detailed description of project and amount of funding requested 3) copy of most recent annual report/audited financial statement/990 4) copy of current year's organizational budget and/or project budget 5) listing of board of directors, trustees, officers and other key people and their affiliations 6) listing of additional sources and amount of support - Initial approach: Letter or telephone inquiry - Copies of proposal: 1 - Board meeting date(s): Jan., July, and Nov. - Deadline(s): May 1, Oct. 1, and Dec. 1 for grants to organizations; Jan. 1 for scholarship program - Final notification: Varies - Officers and Trustees:* Lloyd D. Ward,* Pres.; Janis C. Cooper, V.P.; Jon Nicholas,* V.P.; Patricia J. Martin, Secy.; Cheryl J. Ritter, Treas.; William L. Beer; Lynne Dragomier; Gerald J. Pribanic. - Financial data: (yr. ended 12/31/99): Assets, $16,796,149 (M); gifts received, $1,200,000; expenditures, $3,630,859; total giving, $3,531,957; qualifying distributions, $3,531,957; giving activities include $3,282,833 for 195 grants (high: $750,000; low: $100; average: $1,000-$35,000) and $249,124 for employee matching gifts. EIN: 426055722 Selected grants: The following grants were reported in 1999:$750,000 to Newton Area Foundation, Newton, IA, For child care center. $250,000 to Newton Community School District, Newton, IA, For equipment and technology. $135,960 to National Merit Scholarship Corporation, Evanston, IL. $100,000 to YMCA of Cleveland, Cleveland, OH, For third payment of grant. $85,000 to University of Iowa Foundation, College of Engineering, Iowa City, IA. $51,500 to University of Northern Iowa Foundation, Cedar Falls, IA, For real-time embedded systems laboratory. $50,000 to Center for Manufacturing Excellence, Galesburg, IL, For final payment of grant. $50,000 to Cleveland Bradley Regional Museum, Cleveland, TN, For fourth payment of grant. $50,000 to Iowa College Foundation, Des Moines, IA, For annual support. $50,000 to Iowa State University of Science and Technology, College of Family and Consumer Sciences, Ames, IA. - Sponsoring company information: Maytag Corporation Newton, IA - Business activities: Manufactures home and commercial appliances. - Financial profile for 1999: Assets, $2,636,500,000; sales volume, $4,323,700,000 Fortune 500 ranking: 1999-368th in revenues, 262nd in profits, and 430th in assets Forbes 500 ranking: 1999-350th in sales, 280th in net profits - Corporate officers: Steven H. Wood, Exec. V.P. and C.F.O.; Ernest Park, Sr. V.P. and C.I.O.; Edward H. Graham, Sr. V.P. and Genl. Counsel; Steven J. Klyn, V.P. and Treas.; Thomas P. Schwartz, V.P., Comm.; E. James Bennett, Secy. - Subsidiaries and/or Divisions: The Hoover Co., North Canton, OH; Maytag Appliances, Newton, IA; Maytag International, Inc., Chicago, IL. - Plants and/or Offices: Galesburg, IL; Herrin, IL; Bow, NH; Williston, SC; Cleveland, TN; Jackson, TN; Milan, TN; El Paso, TX; Burlington, VT. Giving statement: Giving through a foundation. The Fred Maytag Family Foundation P.O. Box 366 Newton, IA 50208 Telephone: (515) 791-0395 Contact: Ellen Bergeron, Admin. Donor(s): Fred Maytag II+; and members of the Maytag family. Type of grantmaker: Independent foundation. Background: Trust established in 1945 in IA. GRANT GUIDELINES: - Purpose and activities: Giving for higher and other education, arts and culture, public affairs, social services, health, including cancer research, and aid for the handicapped. - Fields of interest: Arts; Cancer; Cancer research; Community development; Disabled; Education; Environment, natural resources; Health care; Health organizations; Higher education; Human services; Public affairs; Science. - Geographic focus: Iowa - Types of support: Annual campaigns, Building/renovation, Capital campaigns, Conferences/seminars, Continuing support, Curriculum development, Emergency funds, Endowments, Equipment, Fellowships, General/operating support, Internship funds, Land acquisition, Matching/challenge support, Professorships, Program development, Publication, Research, Scholarship funds, Seed money, Technical assistance. - Limitations: Giving primarily in Des Moines and Newton, IA. No grants to individuals, or for emergency funds, deficit financing, scholarships, fellowships, demonstration projects, or conferences; no loans. - Publications: Application guidelines. - Application information: Application form not required. - Initial approach: Request application guidelines - Copies of proposal: 3 - Board meeting date(s): N - Deadline(s): None - Officer: Ellen Bergeron, Admin. - Trustees: Frederick L. Maytag III; Kenneth P. Maytag. - Financial data: (yr. ended 12/31/99): Assets, $70,635,510 (M); expenditures, $3,609,480; total giving, $3,308,976; qualifying distributions, $3,238,372; giving activities include $3,308,976 for 105 grants (high: $1,500,000; low: $100). EIN: 426055654 Selected grants: The following grants were reported in 1998: $1,000,000 to Save the Redwoods League, San Francisco, CA. $150,000 to Progress Industries, Newton, IA. $100,000 to Citizens for the Carpinteria Bluffs, Carpinteria, CA. $100,000 to Iowa College Foundation, Des Moines, IA. $58,835 to California Exotic Pest Plant Council, Davis, CA. $55,600 to Berea College, Berea, KY. $50,000 to Nature Conservancy, Iowa Chapter, Des Moines, IA. $42,000 to Des Moines Art Center, Des Moines, IA. $36,500 to Des Moines Metro Opera, Indianola, IA. $35,000 to Association of Episcopal Colleges, New York, NY. R. J. McElroy Trust KWWL Bldg., Ste. 318 500 E. 4th St. Waterloo, IA 50703 Telephone: (319) 287-9102 Contact: Linda L. Klinger, Exec. Dir. FAX: (319) 287-9105 E-mail: mcelroy@cedarnet.org URL: http://www.cedarnet.org/mcelroy/index.html Donor(s): R.J. McElroy. Type of grantmaker: Independent foundation. Background: Established in 1965 in IA; private foundation status attained in 1984. GRANT GUIDELINES: - Purpose and activities: Primary emphasis on higher education, especially scholarship and loan programs; public secondary education, particularly for the disadvantaged; early childhood and elementary education and programs for minorities; and youth, including internships. Giving also for the arts, recreation, and the environment; some support through matching funds and fellowships for graduate study. - Program area(s): The grantmaker has identified the following area(s) of interest: Fellowship Program: The foundation awards fellowships to graduates of liberal arts colleges located within the KWWL viewing area in northeast Iowa. Candidates must be pursuing a Ph.D. degree and be nominated by their colleges. Gold Star Awards: To recognize and reward outstanding teaching. - Fields of interest: Arts; Child development, education; Child development, services; Children/youth, services; Economically disadvantaged; Education; Education, early childhood education; Elementary school/education; Environment; Higher education; Human services; Leadership development; Minorities; Performing arts; Recreation; Secondary school/education; Visual arts; Youth development, services. - Geographic focus: Iowa - Types of support: Building/renovation, Capital campaigns, Emergency funds, Equipment, Fellowships, Internship funds, Matching/challenge support, Professorships, Program development, Research, Scholarship funds, Seed money. - Limitations: Giving primarily in the KWWL viewing area, 22 counties in northeast IA. No grants to individuals (except for fellowship program). - Publications: Informational brochure (including application guidelines), program policy statement, grants list, application guidelines. - Application information: Application form not required. Applicants should submit the following: 1) name, address and phone number of organization 2) copy of IRS Determination Letter 3) contact person 4) listing of board of directors, trustees, officers and other key people and their affiliations 5) brief history of organization and description of its mission 6) detailed description of project and amount of funding requested 7) statement of problem project will address 8) results expected from proposed grant 9) population served 10) timetable for implementation and evaluation of project 11) copy of most recent annual report/audited financial statement/990 12) copy of current year's organizational budget and/or project budget 13) listing of additional sources and amount of support 14) how project will be sustained once grantmaker support is completed - Copies of proposal: 1 - Board meeting date(s): Monthly - Deadline(s): Mar. 1, June 1, Sept. 1, and Dec. 1 - Final notification: May 1, Aug. 1, Nov. 1, and Feb. 1 - Officers and Trustees:* James B. Waterblury,* Chair.; Linda L. Klinger, Exec. Dir.; Raleigh D. Buckmaster; Ross D. Christensen. - Financial data: (yr. ended 12/31/99): Assets, $50,633,387 (M); expenditures, $3,139,114; total giving, $2,719,383; qualifying distributions, $2,803,336; giving activities include $2,638,919 for 139 grants (high: $253,892; low: $50; average: $1,000-$50,000) and $80,464 for 36 grants to individuals (high: $14,200; low: $1,000). EIN: 426173496 Selected grants: The following grants were reported in 1999: $253,892 to University of Northern Iowa, Cedar Falls, IA, For Early Childhood Education Program; public policy internships in the nonprofit sector; Positively Remarkable-Iowa's Young Musicians; America's Lost Landscapes: The Tallgrass Prairie; and LEAD UNI scholarships. $184,527 to Northeast Iowa Area High Schools, IA, For scholarships. $108,610 to Waterloo Community School District, Waterloo, IA, To assess East High School Girl's Softball Field, Carnegie Hall Performance and Jazz Workshop, and Hoover Middle School Technology. $100,000 to Wartburg College, Waverly, IA, For Wartburg Learner's Library. $100,000 to YMCA of Black Hawk County, Waterloo, IA, For Designing the Future... Focused on the Family. $55,000 to YWCA of Black Hawk County, Waterloo, IA, For teen and pre-teen programming. $51,750 to Hawkeye Community College, Waterloo, IA, For African-American Scholarship Fund and Summer Adventure Camp Scholarships. $50,000 to Allen College of Nursing, Waterloo, IA, For distance learning technical equipment. $50,000 to Bremwood Lutheran Childrens Home, Waterloo, IA, For alternative education center. Messengers of the Healing Winds Foundation P.O. Box 32360 Santa Fe, NM 87594-2360 Contact: Donald E. Poppen, V.P. Application address: P.O. Box 980, Dakota Dunes, SD 57049, tel.: (605) 232-9139 Donor(s): Andrea H. Waitt; Norman W. Waitt; Kind World Foundation. Type of grantmaker: Independent foundation. Background: Established in 1998 in DE and NM. GRANT GUIDELINES: - Purpose and activities: Major grants are limited to FL, the lake region of northwest IA, ND, Santa Fe and the southwest in NM, and SD. Proposals related to environmental concerns will be considered on a national basis. To encourage others to participate, challenge grants and matching gift proposals will receive special consideration. Only requests from tax-exempt charitable organizations and institutions are accepted. - Fields of interest: Animal welfare; Animals/wildlife, preservation/protection; Education; Environment, natural resources; Environmental education; Human services; Zoos/zoological societies. - Geographic focus: Florida; Iowa; North Dakota; New Mexico; South Dakota - Limitations: Giving limited to FL, the lake region of northwest IA, ND, SD, and Santa Fe and the southwest portion of NM. No grants to individuals. - Application information: Applicants should submit the following: 1) descriptive literature about organization 2) detailed description of project and amount of funding requested 3) statement of problem project will address 4) copy of current year's organizational budget and/or project budget 5) listing of board of directors, trustees, officers and other key people and their affiliations 6) copy of IRS Determination Letter 7) contact person - Initial approach: Written application - Deadline(s): None - Final notification: Within 60 days of receipt of proposal - Officers and Directors:* Andrea H. Waitt,* Pres.; Donald E. Poppen,* V.P.; Jennifer Kronebusch,* Secy.-Treas. - Financial data: (yr. ended 12/31/98): Assets, $30,871,016 (M); gifts received, $551,588; expenditures, $893,443; total giving, $497,580; qualifying distributions, $497,580; giving activities include $497,580 for 29 grants (high: $125,000; low: $150). EIN: 860910220 S. L. Moore Charity Foundation 724 Story St., Ste. 601 Boone, IA 50036-2084 Type of grantmaker: Independent foundation. GRANT GUIDELINES: - Fields of interest: Community development; Human services. - Geographic focus: Iowa - Types of support: General/operating support, Scholarship funds, Scholarships--to individuals. - Limitations: Applications not accepted. Giving primarily in Boone, IA. No grants to individuals (except for designated scholarship funds). - Officers: Stanley L. Moffitt, Pres.; Paul H. Stark, V.P.; Robert Mahoney, Secy.; Gerald E. Peterson, Treas. Directors: Vernon R. Condon; David Goeppinger; Michael F. Mahoney. - Financial data: (yr. ended 12/31/99): Assets, $783,296 (M); expenditures, $50,228; total giving, $34,759; qualifying distributions, $34,759; giving activities include $34,759 for grants. EIN: 420727480 Mutual of Omaha Companies Contributions Program c/o Contribs. Comm. Mutual of Omaha Plz. Omaha, NE 68175-0001 Company URL: http://www.mutualofomaha.com Sponsoring company: Mutual of Omaha Insurance Company Type of grantmaker: Corporate giving program. GRANT GUIDELINES: - Purpose and activities: Mutual of Omaha is committed to improving the quality of life in the communities it serves. The company believes that quality products and services will help ensure its long-term success if it also takes seriously its role of helping to make its communities successful. The goal of the company's corporate giving program, in partnership with the volunteer efforts of its employees, is to make a difference. As a method of thoughtfully channeling its resources toward key goals, Mutual of Omaha has selected education, community betterment, health and wellness, and arts and culture as its primary areas of interest. Because the company is unable to fund all worthy endeavors, these areas of focus help it make the greatest impact where critical needs exist. - Program area(s): The grantmaker has identified the following area(s) of interest: Arts and Culture: Mutual of Omaha recognizes that a variety of large and small cultural organizations add to the quality of life. The company seeks to support established organizations that broaden the cultural experience of meaningful community audiences. This includes visual and performing arts programs and history, science, and wildlife exhibits. Community Betterment: Mutual of Omaha supports nonprofit organizations seeking to improve and revitalize the community, promote the general well-being of citizens, especially those who are socially and economically disadvantaged, and address conservation and environmental issues. Preference is given to effective umbrella organizations, such as the United Way, that coordinate the sharing of resources. Education: Mutual of Omaha supports accredited secondary schools, colleges, and universities. In addition, through its Voluntary Aid to Education Program, the company matches certain employee contributions to eligible educational institutions. Matching donations are made on a one-to-one basis with an annual limit of $1,000 per person. Health and Wellness: Mutual of Omaha supports nonprofit organizations dedicated to promoting lifestyle and behavioral changes through wellness education and by expanding access to quality health care. Preference is given to programs that aim to reduce individual reliance on the healthcare system through prevention. - Fields of interest: Arts; Community development; Education; Health care. - Geographic focus: Iowa; Nebraska - Types of support: Capital campaigns, Employee matching gifts, Employee volunteer services. - Limitations: Giving primarily in areas of company operations, particularly western IA and eastern NE. No support for political organizations or candidates, lobbying groups, social clubs, or labor or fraternal organizations. No grants to individuals, or for tickets or tables, continuing support, endowments, travel, team sponsorships, athletic scholarships, civic or commemorative advertising, festivals, or monuments or memorials. - Publications: Corporate report, informational brochure (including application guidelines). - Application information: Support is limited to 1 contribution per organization during any given year for 1 year in length. The Community Affairs Department handles giving. A contributions committee reviews all requests. The Corporate Contributions Coordinating Council reviews all requests of over $10,000 submitted by organizations located in Omaha, NE. Application form not required. - Applicants should submit the following: 1) detailed description of project and amount of funding requested 2) name, address and phone number of organization 3) contact person 4) brief history of organization and description of its mission 5) listing of board of directors, trustees, officers and other key people and their affiliations 6) copy of IRS Determination Letter 7) timetable for implementation and evaluation of project 8) listing of additional sources and amount of support 9) plans for cooperation with other organizations, if any 10) how project's results will be evaluated or measured - Initial approach: Proposal to headquarters - Copies of proposal: 1 - Board meeting date(s): Jan., Apr., July, and Nov. - Deadline(s): 2 weeks prior to committee meeting - Final notification: Following committee meeting - Sponsoring company information: Mutual of Omaha Insurance Company (Mutual of Omaha Companies ) Omaha, NE - Business activities: Sells health and accident insurance. - Financial profile for 1999: Assets, $3,210,600,000; sales volume, $1,834,600,000; pre-tax net income, $36,700,000 - Fortune 500 ranking: 1999-379th in revenues, 396th in profits, and 192nd in assets - Corporate officers: John W. Weekly, Chair. and C.E.O.; John A. Sturgeon, Pres. and C.O.O.; John L. Maginn, Exec. V.P., Treas., and C.I.O.; M. Jane Huerter, Exec. V.P. and Corp. Secy.; Tommie D. Thompson, Exec. V.P. and Compt.; Thomas J. McCusker, Exec. V.P. and Genl. Counsel. - Subsidiaries and/or Divisions: Companion Life Insurance Co., Rye, NY; Exclusive Healthcare, Inc., Omaha, NE; Kirkpatrick Pettis Smith Polian, Inc., Omaha, NE; Mutual of Omaha Investor Services, Inc., Omaha, NE; Omaha Property and Casualty Insurance Co., Omaha, NE; Tele-Trip Co., Omaha, NE; United of Omaha Life Insurance Co., Omaha, NE; United World Life Insurance Co., Omaha, NE. - Giving statement: Giving through a corporate giving program. Northwest Area Foundation 332 Minnesota St., Ste. E-1201 St. Paul, MN 55101-1373 Telephone: (651) 224-9635 Contact: Karl N. Stauber, Pres. FAX: (651) 225-3881 E-mail: info@nwaf.org URL: http://www.nwaf.org Donor(s): Louis W. Hill, Sr.+; Maud Hill+. Type of grantmaker: Independent foundation. Background: Incorporated in 1934 in MN as Lexington Foundation; name changed to Louis W. and Maud Hill Family Foundation in 1950; present name adopted 1975. GRANT GUIDELINES: - Purpose and activities: The foundation is seeking to help communities in its eight-state region reduce poverty. - Program area(s): The grantmaker has identified the following area(s) of interest: - Community Connections: The purpose of this program is to assist a larger number of communities. The foundation will provide a variety of products and services designed to help communities overcome barriers that may be hindering their creation of a healthy, sustainable future. This program is currently conducting research to identify community interests and needs, as well as gaps in existing products and services. The program will be fully operational in 2001. - Community Horizons: This program addresses the problems of rural communities where population and opportunity have been declining for decades, the foundation will help selected communities develop teams of leaders who can assist the community in creating a promising future. Specific criteria will be developed over the next two or three years. - Community Ventures: The foundation is identifying up to 16 communities with which to work intensively for up to 10 years, or longer, to reduce poverty. The foundation will work with these communities to form partnerships and encourage them to identify what they need and how they want to accomplish their goals. There is no application process for this program area. To use the foundation's resources most effectively, and to save communities from wasting time and effort applying for a very limited number of partnerships, the foundation will select Venture communities based on their own research. - Fields of interest: Community development. - Geographic focus: Iowa; Idaho; Minnesota; Montana; North Dakota; Oregon; South Dakota; Washington - Limitations: Applications not accepted. Giving limited to IA, ID, MN, MT, ND, OR, SD, and WA. No support for lobbying activities. No grants to individuals. - Publications: Biennial report, informational brochure. - Application information: The foundation does not accept proposals. - Officers and Directors:* James R. Scott,* Chair.; Gary H. Stern,* Vice-Chair.; Karl N. Stauber,* Pres.and Secy.-Treas.; Gregg J. Bourland; Bruce M. Brooks; Elouise Cobell; W. John Driscoll; Cornelia Butler Flora; Humberto Fuentes; Isabel Gomez; Patricia A. Jensen; Daniel Kemmis; Antone Minthorn; Luanne L. Nyberg; Nick Smith; John G. Taft. Trustees: Luella Goldberg; James J. Hill III; Louis Fors Hill; Linda L. Hoeschler; Ron James. - Financial data: (yr. ended 03/31/99): Assets, $442,155,651 (M); expenditures, $9,164,166; total giving, $4,044,241; qualifying distributions, $7,381,915; giving activities include $4,043,741 for 54 grants (high: $239,487; low: $100; average: $40,000-$400,000) and $20,164 for 1foundation-administered program. EIN: 410719221 - Selected grants: The following grants were reported in 1999: $35,000 to Iowa State University of Science and Technology, North Central Regional Center for Rural Development, Ames, IA, For Farm Advocacy Network Evaluation/Monitoring Program (FLAG). Omaha Community Foundation 1623 Farnam St., Ste. 600 Omaha, NE 68102 Telephone: (402) 342-3458 Contact: Delbert D. Weber, Pres. FAX: (402) 342-3582 URL: http://www.omahacf.org Type of grantmaker: Community foundation. Background: Established in 1982 in NE. GRANT GUIDELINES: - Purpose and activities: Support primarily for cultural programs, education, neighborhood development, civic affairs, health, social services, and programs for women. - Fields of interest: Arts; Children/youth, services; Community development; Education; General charitable giving; Government/public administration; Health care; Health organizations; Human services; Women; Women, centers/services. - Geographic focus: Iowa; Nebraska - Types of support: Building/renovation, Conferences/seminars, Continuing support, Emergency funds, Equipment, Matching/challenge support, Program development, Publication, Scholarship funds, Seed money, Technical assistance. - Limitations: Giving primarily in the metropolitan Omaha, NE, area including southwest IA. No support for tax-supported institutions, religious organizations for religious purposes, organizations funded by the United Way, arts groups, social clubs, or veterans', labor, or fraternal organizations. No grants to individuals, or for endowments, capital campaigns, deficit financing, annual drives, fundraising events, dinners, or tickets. - Publications: Annual report (including application guidelines), application guidelines, grants list, informational brochure. - Application information: Application form required. Applicants should submit the following: 1) listing of board of directors, trustees, officers and other key people and their affiliations 2) copy of IRS Determination Letter 3) copy of current year's organizational budget and/or project budget - Initial approach: Letter of intent (no more than 2 pages) - Copies of proposal: 8 - Board meeting date(s): Sept. - Deadline(s): Mar. 1 and Sept. 1 for letter of intent - Final notification: May and Nov. - Officers and Directors:* John Gottschalk,* Chair.; Delbert D. Weber, Pres.; Barbara Fitzgerald,* Secy.; L.B. "Red" Thomas,* Treas.; and 17 additional directors. - Financial data: (yr. ended 12/31/99): Assets, $445,640,456 (M); gifts received, $197,048,199; expenditures, $35,349,218; total giving, $31,419,236; giving activities include $31,419,236 for 800 grants (average: $200-$11,500). EIN: 470645958 The Omaha World-Herald Foundation c/o Omaha World-Herald Co. World Herald Sq. Omaha, NE 68102 Telephone: (402) 444-1000 Contact: John Gottschalk, Pres. Donor(s): Omaha World-Herald Co. Type of grantmaker: Company-sponsored foundation. Background: Trust established in 1968 in NE. GRANT GUIDELINES: - Fields of interest: Arts; Education; Environment, natural resources; Historic preservation/historical societies; Media, journalism/publishing; Youth, services. - Geographic focus: Iowa; Nebraska - Types of support: Building/renovation, Equipment, Internship funds, Matching/challenge support, Program development, Scholarship funds, Seed money. - Limitations: Giving limited to western IA, and to NE. No grants to individuals, or for operating endowments, research, seminars, or dinners. - Application information: Application form not required. Applicants should submit the following: 1) copy of IRS Determination Letter - Initial approach: Letter - Copies of proposal: 1 - Board meeting date(s): As required - Deadline(s): None - Final notification: 2 months - Officer and Distribution Committee:* John Gottschalk,* Pres.; G. Woodson Howe; A. William Kernen. Trustee: Norwest Capital Mgmt. & Trust Co. - Financial data: (yr. ended 12/31/99): Assets, $2,383,221 (M); gifts received, $350,000; expenditures, $1,709,347; total giving, $1,708,139; qualifying distributions, $1,707,915; giving activities include $1,708,139 for grants. EIN: 476058691 - Sponsoring company information: Omaha World-Herald Company Omaha, NE - Business activities: Operates newspaper publishing company. - Corporate officers: John Gottschalk, Pres. and C.E.O.; A. William Kernen, Sr. V.P. and C.F.O. - Giving statement: Giving through a foundation. Allison Everett Pearson Foundation c/o Clinton National Bank P.O. Box 1510 Clinton, IA 52732-4305 Telephone: (319) 243-1243 Type of grantmaker: Independent foundation. Background: Established in 1967 in IA. GRANT GUIDELINES: - Purpose and activities: Giving to educational and religious organizations. - Fields of interest: Education; Higher education; Historic preservation/historical societies; YM/YWCAs & YM/YWHAs; Youth development, centers/clubs; Youth, services. - Geographic focus: Iowa - Types of support: Scholarship funds. - Limitations: Giving limited to Clinton and Jackson County, IA. No grants to individuals directly. - Application information: Scholarship awards are made directly to the educational institution. Application form not required. Applicants should submit the following: 1) copy of IRS Determination Letter - Initial approach: Letter - Trustee: Clinton National Bank. - Financial data: (yr. ended 11/30/99): Assets, $1,235,171 (M); expenditures, $71,237; total giving, $61,000; qualifying distributions, $60,054; giving activities include $61,000 for 13 grants (high: $8,796; low: $600). EIN: 426122181 Greater Poweshiek Community Foundation 1010 Main St. P.O. Box 538 Grinnell, IA 50112 Telephone: (515) 236-6311 Contact: Bill Molison, Exec. Dir. Type of grantmaker: Community foundation. Background: Established in 1989 in IA. GRANT GUIDELINES: - Fields of interest: Community development, neighborhood development; Economic development; Education; Environment; Health care; Human services. - Geographic focus: Iowa - Types of support: Endowments, Program development, Scholarships--to individuals, Seed money. - Limitations: Giving primarily in Poweshiek County, IA. - Application information: Application form required. - Board meeting date(s): Quarterly - Officers: Roger Holck,* Pres.; Bill Molison, Exec. Dir. - Financial data: (yr. ended 12/31/97): Assets, $70,000 (M); gifts received, $55,000; expenditures, $4,000; total giving, $4,000; giving activities include $4,000 for 5 grants to individuals (high: $1,000; low: $400; average: $400-$1,000). EIN: 421298055 Principal Financial Group Corporate Giving Program c/o Corp. Rels. S-006-E30 Des Moines, IA 50392-0150 Telephone: (515) 247-5091 Contact: Kendra Bassett, Contribs. Asst. Application address: 711 High St., Des Moines, IA 50392-0150 E-mail: bassett.kendra@principal.com URL: http://www.principal.com/about/giving Sponsoring company: Principal Life Insurance Company Type of grantmaker: Corporate giving program. GRANT GUIDELINES: - Purpose and activities: As a complement to its foundation, Principal Financial Group also makes charitable contributions to nonprofit organizations directly. Support is given primarily in areas of company operations. - Fields of interest: Arts; Education; Environment; Health care; Human services; Recreation. - Geographic focus: Iowa; Nebraska; Washington - Types of support: Annual campaigns, Building/renovation, Capital campaigns, Conferences/seminars, Continuing support, Donated equipment, Emergency funds, Employee matching gifts, Employee volunteer services, Equipment, General/operating support, In-kind gifts, Loaned talent, Program development, Public relations services, Scholarship funds, Seed money, Sponsorships, Technical assistance, Use of facilities. - Limitations: Giving primarily in areas of company operations, particularly Des Moines, Mason City, and Waterloo, IA, Grand Island, NE, and Spokane, WA; giving also to statewide and national organizations. No support for athletes or athletic organizations, fraternal organizations, individual K-12 schools, libraries, organizations, projects, or programs located outside the U.S. or with activities that are mainly international in scope, political parties, campaigns, candidates, or partisan political organizations, private foundations, sectarian, religious, or denominational organizations, social organizations, tax-supported city, county, or state organizations, trade, industry, or professional associations, United Way-supported organizations, or veterans' groups. No grants to individuals, or for conference or seminar attendance, courtesy or goodwill advertising in benefit publications, endowments, festival participation, hospital or health care facility capital fund drives, scholarships, fellowships, or internships through schools. - Publications: Application guidelines, corporate report, corporate giving report. - Application information: The Corporate Relations Department handles giving. The company has a staff that only handles contributions. A contributions committee reviews all requests. Organizations may be asked to meet with the contributions committee. Multi-year funding is not automatic. Application form required. - Initial approach: Contact headquarters for application form Copies of proposal: 10 - Board meeting date(s): Quarterly Deadline(s): Mar. 1 for health and human services, June 1 for education, Sept. 1 for arts and culture, and Dec. 1 for environment, recreation, and tourism Final notification: Following review - Administrators: Kendra Bassett, Contribs. Asst.; Michele Walstrom, Contribs. Consultant. - Financial data: (yr. ended 12/31/98): Total giving, $1,590,271; giving activities include $1,208,366 for 176 grants (high: $100,000; low: $75), $77,175 for 80 employee matching gifts and $304,730 for in-kind gifts. - Sponsoring company information: Principal Life Insurance Company (Principal Financial Group ) Des Moines, IA - Business activities: Sells life, health, dental, disability, and vision insurance; manages retirement plans; provides investment advisory services; provides mortgages; operates savings bank. - Financial profile for 1999: Assets, $82,086,300,000; sales volume, $7,659,200,000 - Fortune 500 ranking: 1999-232nd in revenues, 138th in profits, and 46th in assets - Corporate officers: David J. Drury, Chair. and C.E.O.; J. Barry Griswell, Pres.; Mike Gersie, Sr. V.P. and C.F.O.; Carl Williams, C.I.O.; Gregg Narber, Sr. V.P. and Genl. Counsel; Joyce Nixson Hoffman, V.P. and Corp. Secy.; Max Johnson, V.P., Human Resources. - Subsidiaries and/or Divisions: The Admar Group, Inc., Santa Clara, CA; Principal Financial Advisors, Inc., Des Moines, IA; Principal International, Inc., Des Moines, IA; Principal Marketing Services, Inc., Des Moines, IA; Principal Residential Mortgage, Inc., Des Moines, IA; Princor Financial Services Corp., Des Moines, IA. Plants and/or Offices: Mason City, IA; Waterloo, IA; Grand Island, NE; Spokane, WA. - Giving statement: Giving through a corporate giving program and a foundation. Principal Financial Group Foundation, Inc. 711 High St. Des Moines, IA 50392-0150 Telephone: (515) 247-5091 Contact: Lori Hoffman, Community Rels. Asst. FAX: (515) 246-5475 E-mail: hoffman.lori@principal.com URL: http://www.principal.com/about/giving Type of grantmaker: Company-sponsored foundation. Background: Established in 1987 in IA. GRANT GUIDELINES: - Purpose and activities: Support for health and human services, education, arts and culture, the environment, recreation and tourism, and the United Way of Central Iowa. - Program area(s): The grantmaker has identified the following area(s) of interest: Arts and Culture: Support of the greater Des Moines area, and selected visual and performing arts organizations, museums, and cultural centers, public television, arts-related organizations, and other cultural groups. Education: Support of local universities and colleges, the Iowa College Foundation, various actuarial scholarships and programs at select universities, economic education programs, and education-related organizations. Employee Matching Gifts: The foundation matches gifts from all full-time employees, retirees, nonemployee directors, and their spouses. Eligible organizations include junior and community colleges, four-year colleges and universities, graduate and professional schools, and seminaries and theological schools. United Ways are also eligible for gifts from qualified agents, brokers, and special brokerage managers. Gifts for educational organizations may range from $25 to $3,000 and are matched on a one-to-one basis. Environmental, Recreation, and Tourism: Support of local, statewide, and national organizations addressing environmental, social, economic, or business issues which enhance the quality of life in the community. Health and Human Services: Support of local chapters of health associations, health and human services agencies or organizations, national health organizations, and special projects. - Fields of interest: Aging; Aging, centers/services; AIDS; AIDS research; Arts; Business school/education; Community development; Economically disadvantaged; Education; Education, early childhood education; Environment; Family services; General charitable giving; Government/public administration; Health care; Health organizations; Higher education; Housing/shelter, development; Human services; Medical research; Medical school/education; Minorities; Minorities/immigrants, centers/services; Performing arts; Performing arts, music; Performing arts, theater; Public affairs; Public policy, research; Urban/community development. - Geographic focus: Iowa; Nebraska; Washington - Types of support: Annual campaigns, Building/renovation, Capital campaigns, Continuing support, Curriculum development, Employee matching gifts, General/operating support, In-kind gifts, Land acquisition, Professorships, Program development, Program evaluation, Scholarship funds, Seed money, Technical assistance. - Limitations: Giving primarily in Des Moines, and in areas of company operations in Mason City and Waterloo, IA, Grand Island, NE, and Spokane, WA. No support for political, athletic, fraternal, sectarian, religious, denominational, or social organizations, organizations redistributing funds, private foundations, trade, industrial, or professional associations, libraries, individual K-12 schools, organizations outside the U.S. whose activities are mainly international, or veterans' groups. No grants to individuals, or for conference or seminar attendance, goodwill ads, endowments, fellowships, festival participation, or hospital or health care capital fund drives. - Publications: Corporate giving report, biennial report, application guidelines. - Application information: Application form required. Applicants should submit the following: 1) copy of current year's organizational budget and/or project budget 2) copy of most recent annual report/audited financial statement/990 3) listing of additional sources and amount of support 4) brief history of organization and description of its mission 5) geographic area to be served 6) staff salaries 7) listing of board of directors, trustees, officers and other key people and their affiliations 8) copy of IRS Determination Letter 9) detailed description of project and amount of funding requested ****In addition to the above information, please include number of paid employees, size of volunteer involvement, and frequency of board meetings. Only one copy of the financial statements and annual report need to be submitted. Initial approach: Proposal Copies of proposal: 11 - Board meeting date(s): Quarterly - Deadline(s): Health and Human Services: Mar. 1; Education: June 1; Arts and Culture: Sept. 1; Environmental, Recreation, and Tourism: Dec. 1 - Final notification: 4 to 6 weeks - Officers and Directors:* David Drury,* C.E.O.; Barry Griswell,* Pres.; Mary O'Keefe,* Sr. V.P.; Libby Jacobs,* Secy.; Jed Fisk,* Treas.; Thomas Gaard; Joyce Hoffman. - Financial data: (yr. ended 12/31/99): Assets, $83,101,216 (M); expenditures, $4,579,615; total giving, $4,350,045; qualifying distributions, $4,350,045; giving activities include $3,742,938 for 132 grants (high: $500,000; low: $100; average: $1,000-$50,000) and $607,107 for employee matching gifts. EIN: 421312301 Selected grants: The following grants were reported in 1999: $500,000 to Neighborhood Improvement Corporation, Des Moines, IA. $365,000 to Smithsonian Institution, Traveling Exhibition Service, DC. $251,480 to Drake University, Des Moines, IA for 2 grants: $200,000, $51,480. $80,000 to Iowa College Foundation, Des Moines, IA. $58,000 to YMCA of Greater Des Moines, Des Moines, IA. $50,000 to Des Moines Art Center, Des Moines, IA. $50,000 to Easter Seal Society of Iowa, Des Moines, IA. $50,000 to Grand View College, Des Moines, IA. $50,000 to Iowa Natural Heritage Foundation, Des Moines, IA. - Sponsoring company information: Principal Life Insurance Company (Principal Financial Group ) Des Moines, IA - Business activities: Sells life, health, dental, disability, and vision insurance; manages retirement plans; provides investment advisory services; provides mortgages; operates savings bank. - Financial profile for 1999: Assets, $82,086,300,000; sales volume, $7,659,200,000 Fortune 500 ranking: 1999-232nd in revenues, 138th in profits, and 46th in assets Corporate officers: David J. Drury, Chair. and C.E.O.; J. Barry Griswell, Pres.; Mike Gersie, Sr. V.P. and C.F.O.; Carl Williams, C.I.O.; Gregg Narber, Sr. V.P. and Genl. Counsel; Joyce Nixson Hoffman, V.P. and Corp. Secy.; Max Johnson, V.P., Human Resources. - Subsidiaries and/or Divisions: The Admar Group, Inc., Santa Clara, CA; Principal Financial Advisors, Inc., Des Moines, IA; Principal International, Inc., Des Moines, IA; Principal Marketing Services, Inc., Des Moines, IA; Principal Residential Mortgage, Inc., Des Moines, IA; Princor Financial Services Corp., Des Moines, IA. - Plants and/or Offices: Mason City, IA; Waterloo, IA; Grand Island, NE; Spokane, WA. - Giving statement: Giving through a corporate giving program and a foundation. Tigger Foundation 300 Commerce Bldg. P.O. Box 147 Sioux City, IA 51102 Contact: Irving F. Jensen, Jr., V.P. Application address: 4320 Perry Way, Sioux City, IA 51104 Donor(s): Irving F. Jensen, Jr.; Mrs. Irving F. Jensen, Jr. Type of grantmaker: Independent foundation. GRANT GUIDELINES: - Fields of interest: Federated giving programs; Higher education; Historic preservation/historical societies; Protestant agencies & churches. - Geographic focus: Iowa - Types of support: Scholarship funds. - Limitations: Giving primarily in Sioux City, IA. No grants to individuals. - Application information: Applicants should submit the following: 1) copy of IRS Determination Letter 2) copy of most recent annual report/audited financial statement/990 3) detailed description of project and amount of funding requested 4) statement of problem project will address 5) name, address and phone number of organization 6) brief history of organization and description of its mission 7) listing of additional sources and amount of support Initial approach: Proposal Deadline(s): None - Officers: Carolyn B. Jensen, Pres. and Secy.; Irving F. Jensen, Jr., V.P. and Treas. - Financial data: (yr. ended 12/31/99): Assets, $639,962 (M); gifts received, $55,000; expenditures, $32,674; total giving, $28,000; qualifying distributions, $28,000; giving activities include $28,000 for grants. EIN: 421221530 The Vredenburg Foundation P.O. Box 843 Chariton, IA 50049 Donor(s): Dwight C. Vredenburg. Type of grantmaker: Independent foundation. Background: Established in 1999 in IA. GRANT GUIDELINES: - Purpose and activities: Giving primarily for education, arts and culture, particularly musical organizations, and health care. - Fields of interest: Aging, centers/services; Education; Federated giving programs; Health care; Historic preservation/historical societies. - Geographic focus: Iowa - Limitations: Giving primarily in Decatur and Lucas counties, IA. - Application information: Applicants should submit the following: 1) detailed description of project and amount of funding requested 2) contact person 3) copy of IRS Determination Letter Initial approach: Letter - Directors: Charles Vredenburg; Dwight C. Vredenburg; John F. Vredenburg; Martha Vredenburg; Ruth Vredenburg. - Trustee: Firstar Bank. - Financial data: (yr. ended 12/31/99): Assets, $3,268,057 (M); gifts received, $1,788,192; expenditures, $91,823; total giving, $84,050; qualifying distributions, $84,050; giving activities include $84,050 for 7 grants (high: $28,500; low: $1,000). EIN: 421481578 Waitt Family Foundation P.O. Box 1397 North Sioux City, SD 57049 Telephone: (605) 232-4143 URL: http://www.waittfoundation.org/ Donor(s): Ted W. Waitt. Type of grantmaker: Independent foundation. Background: Established in 1993 in SD. GRANT GUIDELINES: - Purpose and activities: To encourage and support creative and innovative programs primarily in the areas of education, health, human services, and environmental concerns. Priority is for programs concerning the special needs of children, encouraging self-actualization through training and education, and proposing activities and projects that lead to systemic changes. - Fields of interest: Education; Environment; Health care; Health organizations; Human services; Youth, services. - Geographic focus: Iowa Limitations: Giving primarily within an 80-mile radius of Sioux City, IA. No grants to individuals. - Application information: Applicants should submit the following: 1) brief history of organization and description of its mission 2) statement of problem project will address 3) detailed description of project and amount of funding requested 4) copy of current year's organizational budget and/or project budget 5) listing of additional sources and amount of support 6) contact person **Grants will be monitored by a representative of the foundation by telephone, correspondence, and site visits. Grantees will be asked to make interim and final reports. - Initial approach: Proposal - Board meeting date(s): Sept., Dec., Mar., and June Deadline(s): Aug. 1, Nov. 1, Feb. 1, and May 1 Directors: Cindy Waitt, Exec. Dir.; Joan Peschel; Ted W. Waitt. - Financial data: (yr. ended 12/31/98): Assets, $91,187,159 (M); expenditures, $2,089,723; total giving, $1,983,124; qualifying distributions, $1,986,628; giving activities include $1,983,124 for 28 grants (high: $1,015,620; low: $1,000). EIN: 460428166 Selected grants: The following grants were reported in 1998. $1,015,620 to Sacred Heart School, Sioux City, IA. $250,000 to Planned Parenthood of Sioux City, Sioux City, IA. $200,500 to Boys and Girls Home and Family Services, Sioux City, IA. $50,000 to American Rivers, DC. $50,000 to Sioux City Gospel Mission, Sioux City, IA. $50,000 to Siouxland Ice Center, Sioux City, IA. $10,000 to Mount Rushmore National Memorial Society of the Black Hills, Rapid City, SD. $10,000 to Siouxland Council on Child Abuse and Neglect, Sioux City, IA. $5,100 to March of Dimes Birth Defects Foundation, Sioux City, IA. $5,000 to Ancient and Effervescent Order of Little Yellow Dogs, Sioux City, IA. Wapello County Foundation c/o Firstar Bank Iowa, N.A. 123 E. 3rd St. Ottumwa, IA 52501 Telephone: (515) 683-1641 Contact: Frank T. Juvan, 1st V.P. and Trust Off., Firstar Bank Iowa, N.A. Type of grantmaker: Independent foundation. Background: Established around 1986 in IA. GRANT GUIDELINES: - Purpose and activities: Giving for education and community service organizations. - Fields of interest: Arts; Children/youth, services; Education; Environment; General charitable giving; Health organizations. - Geographic focus: Iowa - Limitations: Giving limited to Wapello County, IA. No grants to individuals. - Publications: Grants list, informational brochure, application guidelines. - Application information: Application form required. Applicants should submit the following: 1) detailed description of project and amount of funding requested 2) listing of board of directors, trustees, officers and other key people and their affiliations 3) how project's results will be evaluated or measured 4) brief history of organization and description of its mission 5) principal source of support for project in the past 6) copy of current year's organizational budget and/or project budget 7) population served Initial approach: Typewritten proposal Copies of proposal: 9 Deadline(s): June 30 - Officers: Richard C. Bauerle, Pres.; Max von Schrader, Jr., V.P.; Robert H. Meier, Secy.; Constance Cramblit, Treas. - Directors: Richard Ackley; J.D. Francis; Leon Vaughn. - Financial data: (yr. ended 04/30/99): Assets, $1,770,526 (M); expenditures, $99,619; total giving, $67,575; qualifying distributions, $69,816; giving activities include $67,575 for 10 grants (high: $16,000; low: $1,800). EIN: 421212642 John H. Witte, Jr. Foundation c/o Firstar Bank, Tax Svcs. P.O. Box 2043, Ste. LC4NE Milwaukee, WI 53201-9116 Contact: Susan A. Brown Application address: c/o Firstar Bank Burlington, N.A., 201 Jefferson St., Burlington, IA 52601, tel.: (319) 752-2761 Donor(s): John H. Witte, Jr.+. Type of grantmaker: Independent foundation. Background: Established in 1979 in IA. GRANT GUIDELINES: - Purpose and activities: Giving primarily for education and social services. - Fields of interest: Children/youth, services; Environment, natural resources; Federated giving programs; Government/public administration; Human services. - Geographic focus: Iowa - Types of support: Building/renovation, Equipment, Program development. - Limitations: Giving primarily in the Burlington, IA, area. No grants to individuals. - Application information: Initial approach: Letter Deadline(s): None - Trustee: Firstar Bank Iowa, N.A. - Financial data: (yr. ended 08/31/98): Assets, $7,725,366 (M); expenditures, $392,817; total giving, $345,454; qualifying distributions, $362,035; giving activities include $345,454 for 26 grants (high: $65,000; low: $300). EIN: 426297940 Selected grants: The following grants were reported in 1998: $65,000 to Burlington, City of, Burlington, IA. $62,000 to Southeastern Community College, West Burlington, IA. $38,760 to United Way, Burlington Area, Burlington, IA. $14,622 to Hope Haven Area Development Center Corporation, Burlington, IA. $10,000 to Art Guild of Burlington, Burlington, IA. $7,500 to Iowa Wesleyan College, Mount Pleasant, IA. $5,612 to Grade A Plus, Burlington, IA. $5,500 to Burlington Medical Center, Burlington, IA. $5,000 to Civic Music Association of Des Moines, Des Moines, IA. $5,000 to Great River Christian School, Burlington, IA. Woodward Foundation 801 Bluff St. Dubuque, IA 52001-7607 Telephone: (319) 588-5684 Contact: Robert Woodland, Pres. Donor(s): Woodward Communications, Inc. Type of grantmaker: Independent foundation. Background: Established in 1956 in IA. GRANT GUIDELINES: - Purpose and activities: Giving primarily for education. - Fields of interest: Education; Federated giving programs; General charitable giving; Higher education; History/archaeology. - Geographic focus: Iowa; Wisconsin - Limitations: Giving primarily in Dubuque, IA, and Platteville, WI. No grants to individuals or for scholarships; no loans or program-related investments. - Application information: Initial approach: Proposal - Board meeting date(s): Annually - Deadline(s): Apr. 30 - Officers and Trustees:* Robert Woodward,* Pres.; William Skemp,* V.P.; William Paul Woodward, Jr.,* Secy.; Craig Trongaard; Barbara S. Woodward. - Financial data: (yr. ended 12/31/99): Assets, $207,933 (M); gifts received, $315,000; expenditures, $306,894; total giving, $306,500; qualifying distributions, $306,500; giving activities include $306,500 for 17 grants (high: $150,000; low: $100). EIN: 426070224 Young Family Foundation of Waterloo, Iowa c/o Richard C. Young P.O. Box 1077 Waterloo, IA 50704 Telephone: (319) 235-5346 Donor(s): Richard C. Young. Type of grantmaker: Independent foundation. Background: Established in 1990 in IA. GRANT GUIDELINES: - Purpose and activities: Giving primarily for conservation. - Fields of interest: Environment. - Geographic focus: