MID-IOWA HEALTH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MID-IOWA HEALTH FOUNDATION (EIN 42-1235348)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-23
- IRS object ID
- 202301439349100520
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-23T16:24:06-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420794029 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 22ND STREET SUITE 400 | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 502661453 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421235348 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MID-IOWA HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MID- | BusinessNameControlTxt |
| Phone | 5152776411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 INGERSOLL AVENUE SUITE 104 1 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50312 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR NALO JOHNSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5152776411 | PhoneNum |
| Signature | 2023-05-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DR | PersonFirstNm |
| Person Last | NALO JOHNSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE SCHWEIZER | PreparerPersonNm |
| PTIN | P01238619 | PTIN |
| Phone | 5152258400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,784,536 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,820,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $459,602 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $459,602 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$46,077 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,151,698 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,233,525 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $459,602 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $137,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,960 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $126,040 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $96,336 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $1,656 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $94,680 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $52,341 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $52,341 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,758 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,758 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $18,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $114,800 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,865 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,935 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,562 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $437 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,854 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $2,854 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $27,704 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $27,704 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,883 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,883 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $24,826 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $24,826 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49,382 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $49,382 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $544,946 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $90,918 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,854 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $446,049 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,103,496 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $695,610 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,648,442 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $90,918 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,854 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,141,659 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$414,917 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $368,684 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $1,208,488 | CashEOYAmt |
| Cash EOYFMV | $1,208,488 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $275,020 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $273,129 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $273,129 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable EOY | $250,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $250,000 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $1,395 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,395 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,395 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $11,185,894 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,020,639 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,020,639 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,330,393 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,995,187 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,995,187 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,795 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,092 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $13,557 | LandBOYAmt |
| Land EOY | $10,703 | LandEOYAmt |
| Land EOYFMV | $10,703 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $24,995 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $24,995 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,806,260 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,784,536 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,784,536 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $21,378 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $16,394 | AccountsPayableEOYAmt |
| Grants Payable BOY | $231,365 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,442,860 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $38,200 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $290,943 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,459,254 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $19,515,317 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,225,282 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $100,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,515,317 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,325,282 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,806,260 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,784,536 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,515,317 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$414,917 | ExcessRevenueOverExpensesAmt |
| Other Increases | $38,200 | OtherIncreasesAmt |
| Subtotal | $19,138,600 | SubtotalAmt |
| Other Decreases | $3,813,318 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,325,282 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | STOCKS AND MUTUAL FUNDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $4,151,698 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,197,775 | CostOrOtherBasisAmt |
| Gain Or Loss | -$46,077 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$46,077 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$46,077 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,125 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,125 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,125 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,119 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,119 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24,994 | OverpaymentAmt |
| Applied To ES Tax | $24,994 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MIDIOWAHEALTH.ORG | WebsiteAddressTxt |
| Individual With Books | DR NALO JOHNSON | IndividualWithBooksNm |
| Phone | 5152776411 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 INGERSOLL AVE SUITE 104 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHRIS COOK | ||||||||
| 3900 INGERSOLL AVENUE STE 104 | DES MOINES | IA | 50312 | CHAIR | 1.00 | $0 | $0 | $0 |
| JOSEPH JONES | ||||||||
| 3900 INGERSOLL AVENUE STE 104 | DES MOINES | IA | 50312 | VICE-CHAIR | 1.00 | $0 | $0 | $0 |
| CARRIE CLOGG | ||||||||
| 3900 INGERSOLL AVENUE STE 104 | DES MOINES | IA | 50312 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| ROB BARRON | ||||||||
| 3900 INGERSOLL AVENUE STE 104 | DES MOINES | IA | 50312 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANA COPPOLA | ||||||||
| 3900 INGERSOLL AVENUE STE 104 | DES MOINES | IA | 50312 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TAMMY GENTRY | ||||||||
| 3900 INGERSOLL AVENUE STE 104 | DES MOINES | IA | 50312 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KELLY GROSSMAN | ||||||||
| 3900 INGERSOLL AVENUE STE 104 | DES MOINES | IA | 50312 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HAYLEY L HARVEY | ||||||||
| 3900 INGERSOLL AVENUE STE 104 | DES MOINES | IA | 50312 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| IZAAH KNOX | ||||||||
| 3900 INGERSOLL AVENUE STE 104 | DES MOINES | IA | 50312 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BUCK OLSEN | ||||||||
| 3900 INGERSOLL AVENUE STE 104 | DES MOINES | IA | 50312 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUDITH A VOGEL | ||||||||
| 3900 INGERSOLL AVENUE STE 104 | DES MOINES | IA | 50312 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR NALO JOHNSON | ||||||||
| 3900 INGERSOLL AVENUE STE 104 | DES MOINES | IA | 50312 | PRESIDENT | 40.00 | $137,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENISE SWARTZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 INGERSOLL AVE STE 104 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $96,336 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,464,925 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $335,469 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,800,394 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,800,394 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $252,006 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,548,388 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $827,419 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $827,419 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,125 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,125 | TotalTaxAmt |
| Distributable Before Adj | $822,294 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $822,294 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $822,294 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,141,659 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,141,659 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $822,294 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $257,589 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $132,787 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $413,257 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $277,359 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,154 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,082,146 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,141,659 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $822,294 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $319,365 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,401,511 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $257,589 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,143,922 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $132,787 | ExcessFromYear4Amt |
| Excess From Year3 | $413,257 | ExcessFromYear3Amt |
| Excess From Year2 | $277,359 | ExcessFromYear2Amt |
| Excess From Year1 | $1,154 | ExcessFromYear1Amt |
| Excess From Current Year | $319,365 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DR NALO JOHNSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 INGERSOLL AVE SUITE 104 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5152776411 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE CONTACT DENISE SWARTZ OR DR. NALO JOHNSON AT 515-277-6411 OR GO TO THE MID-IOWA HEALTH FOUNDATION WEBSITE AT WWW.MIDIOWAHEALTH.ORG TO LEARN MORE ABOUT THE GRANT PROCESS AND HOW TO APPLY. NON-PROFIT ORGANIZATIONS MAY APPLY FOR A GRANT THROUGH THE COMPETITIVE APPLICATION PROCESS. CONTACT DENISE OR NALO TO DISCUSS YOUR IDEAS FOR ADDRESSING THE HEALTHCONNECT INNOVATION GRANTS PRIORITY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE THE WEBSITE FOR APPLICATION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PROPOSALS ARE NOT CONSIDERED FOR: FOR-PROFIT ENTITIES, INDIVIDUALS, SCHOLARSHIPS, CONFERENCE REGISTRATION FEES, PROGRAMS SUPPORTING RELIGIOUS ACTIVITIES, GENERAL OPERATIONS OR SPECIAL CAMPS, CAPITAL CAMPAIGNS, ENDOWMENT CAMPAIGNS, DEBT REDUCTION, OR FUNDRAISING EVENTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ORCHARD PLACE | ||||||
| 2116 GRAND AVENUE | DES MOINES | IA | 50312 | PC | TRAUMA INFORMED CARE CONFERENCE | $1,500 |
| DISABILITY RIGHTS IOWA | ||||||
| 666 WALNUT ST | DES MOINES | IA | 50309 | PC | ACCESSING CONSISTENT, RELIABLE MEDICAID SERVICES FOR CHILDREN, INCLUDING DURABLE MEDICAL EQUIPMENT AND ASSISTIVE TECHNOLOGY. | $15,000 |
| IOWA MIGRANT MOVEMENT FOR JUSTICE | ||||||
| 2024 FOREST AVE | DES MOINES | IA | 50311 | PC | CREATING EQUITABLE ACCESS TO HEALTHCARE FOR ALL IMMIGRANTS | $15,000 |
| PREVENT CHILD ABUSE IOWA | ||||||
| 501 SW 7TH ST SUITE G | DES MOINES | IA | 50309 | PC | HEALTH CARE SYSTEM FOCUSING IN ON PROVIDING CONCRETE SUPPORTS WITH PROGRAMING. | $15,000 |
| CENTRAL IOWA TRAUMA RECOVERY CENTER | ||||||
| 2580 FLEUR DR STE 240 | DES MOINES | IA | 50321 | PC | ELEVATION OF THE STANDARD OF CARE PROVIDED TO SURVIVING FAMILY MEMBERS OF TRAUMA AND LOSS WITH AN EMPHASIS ON SAFETY, LIFE STABILITY AND INCREASED ACCESS TO EVIDENCE-BASED MENTAL HEALTH AND INNOVATIVE THERAPEUTIC SUPPORT SERVICES. | $15,000 |
| PLEASE PASS THE LOVE | ||||||
| PO BOX 66024 | WEST DES MOINES | IA | 50265 | PC | COMMUNITY CONNECTIONS, YOUTH MENTAL HEALTH | $15,000 |
| DES MOINES AREA RELIGIOUS COUNCIL | ||||||
| 1435 MULBERRY STREET | DES MOINES | IA | 50309 | PC | REFRAMING THE NARRATIVE ON HUNGER AND FOOD INSECURITY | $15,000 |
| POLK COUNTY | ||||||
| 111 COURT AVE | DES MOINES | IA | 50309 | GOV | ALIGNING SYSTEMS AND POLICES TO ADVANCE PARENTS OF COLOR IN THE WORKFORCE (INCOME), AND CREATE BETTER WORK/LIFE BALANCE AND ACCESS TO HEALTH AND WELLNESS FOR WORKING FAMILIES. | $15,000 |
| IOWA PUBLIC HEALTH ASSOCIATION | ||||||
| 501 SW 7TH ST SUITE G | DES MOINES | IA | 50309 | PC | IMPROVE HEART HEALTH EDUCATION AND HEALTH OUTCOMES IN BLACK/AFRICAN AMERICAN COMMUNITIES | $15,000 |
| GRAND VIEW UNIVERSITY | ||||||
| 1200 GRANDVIEW AVE | DES MOINES | IA | 50316 | PC | MIHF DIRECTOR DESIGNATED GRANT | $500 |
| LATINAS LATINOS AL EXITO INC (AL EXITO) | ||||||
| PO BOX 93531 | DES MOINES | IA | 50393 | PC | CENTRAL IOWA LATINX PROJECT PHASE II SUPPORT REQUEST | $15,000 |
| ORCHARD PLACE | ||||||
| 2116 GRAND AVENUE | DES MOINES | IA | 50312 | PC | MIHF DIRECTOR DESIGNATED GRANT | $500 |
| NASW FOUNDATION | ||||||
| 1620 PLEASANT ST 250 | DES MOINES | IA | 50314 | PC | THE COMMUNITY LEADERS PROJECT | $25,000 |
| ELLIPSIS IOWA | ||||||
| PO BOX 39 | JOHNSTON | IA | 50131 | PC | MIHF DIRECTOR DESIGNATED GRANT | $500 |
| LATINAS LATINOS AL EXITO INC (AL EXITO) | ||||||
| PO BOX 93531 | DES MOINES | IA | 50393 | PC | MIHF DIRECTOR DESIGNATED GRANT | $500 |
| HEALTHY BIRTH DAY INC | ||||||
| 501 SW 7TH ST | DES MOINES | IA | 50309 | PC | MIHF DIRECTOR DESIGNATED GRANT | $500 |
| IOWA DENTAL FOUNDATION | ||||||
| 666 GRAND AVE STE 901 | DES MOINES | IA | 50309 | PC | IOWA MISSION OF MERCY | $2,500 |
| IOWA ACES 360 | ||||||
| 501 SW 7TH ST | DES MOINES | IA | 50309 | PC | HEALING CENTERED ENGAGEMENT WORKSHOP - JUVENILE JUSTICE & CHILD WELFARE SYSTEMS | $5,000 |
| COMMUNITY YOUTH CONCEPTS | ||||||
| 1446 MARTIN LUTHER KING JR PARKWAY | DES MOINES | IA | 50314 | PC | UVOICE | $28,000 |
| IOWA PUBLIC HEALTH ASSOCIATION | ||||||
| 501 SW 7TH ST SUITE G | DES MOINES | IA | 50309 | PC | IOWA PUBLIC HEALTH ASSOCIATION ANNUAL CONFERENCE | $2,500 |
| DISABILITY RIGHTS IOWA | ||||||
| 666 WALNUT ST | DES MOINES | IA | 50309 | PC | ACCESSING CONSISTENT, RELIABLE MEDICAID SERVICES FOR CHILDREN, INCLUDING DURABLE MEDICAL EQUIPMENT AND ASSISTIVE TECHNOLOGY. | $5,000 |
| PLEASE PASS THE LOVE | ||||||
| PO BOX 66024 | WEST DES MOINES | IA | 50265 | PC | COMMUNITY CONNECTIONS, YOUTH MENTAL HEALTH | $5,000 |
| DES MOINES AREA RELIGIOUS COUNCIL | ||||||
| 1435 MULBERRY STREET | DES MOINES | IA | 50309 | PC | REFRAMING THE NARRATIVE ON HUNGER AND FOOD INSECURITY | $5,000 |
| POLK COUNTY HOUSING TRUST FUND | ||||||
| 505 5TH AVENUE | DES MOINES | IA | 50309 | PC | GRADUATE FELLOWSHIP IN HOUSING JUSTICE | $10,000 |
| CENTRAL IOWA TRAUMA RECOVERY CENTER | ||||||
| 2580 FLEUR DR STE 240 | DES MOINES | IA | 50321 | PC | ELEVATION OF THE STANDARD OF CARE PROVIDED TO SURVIVING FAMILY MEMBERS OF TRAUMA AND LOSS WITH AN EMPHASIS ON SAFETY, LIFE STABILITY AND INCREASED ACCESS TO EVIDENCE-BASED MENTAL HEALTH AND INNOVATIVE THERAPEUTIC SUPPORT SERVICES. | $5,000 |
| POLK COUNTY | ||||||
| 111 COURT AVE | DES MOINES | IA | 50309 | PC | ALIGNING SYSTEMS AND POLICES TO ADVANCE PARENTS OF COLOR IN THE WORKFORCE (INCOME), AND CREATE BETTER WORK/LIFE BALANCE AND ACCESS TO HEALTH AND WELLNESS FOR WORKING FAMILIES. | $5,000 |
| EVERYSTEP | ||||||
| 3000 EASTON BLVD | DES MOINES | IA | 50317 | PC | HEALTHY HOMES | $20,000 |
| IOWA PUBLIC HEALTH ASSOCIATION | ||||||
| 501 SW 7TH ST SUITE G | DES MOINES | IA | 50309 | PC | IMPROVE HEART HEALTH EDUCATION AND HEALTH OUTCOMES IN BLACK/AFRICAN AMERICAN COMMUNITIES | $5,000 |
| PREVENT CHILD ABUSE IOWA | ||||||
| 501 SW 7TH ST SUITE G | DES MOINES | IA | 50309 | PC | HEALTH CARE SYSTEM FOCUSING IN ON PROVIDING CONCRETE SUPPORTS WITH PROGRAMING. | $5,000 |
| DES MOINES AREA REGIONAL TRANSIT AUTHORITY | ||||||
| 620 CHERRY STREET | DES MOINES | IA | 50309 | GOV | DART-ON-DEMAND PILOT | $50,000 |
| COMMUNITY FOUNDATION OF GREATER DES MOINES | ||||||
| 1915 GRAND AVE | DES MOINES | IA | 50309 | PC | MY CITY MY HEALTH | $3,100 |
| CITY OF DES MOINES | ||||||
| 400 ROBERT D RAY DR | DES MOINES | IA | 50309 | GOV | HUMAN RIGHTS SYMPOSIUM | $1,000 |
| BUSINESS PUBLICATIONS CORP | ||||||
| 100 SW 4TH ST | DES MOINES | IA | 50309 | PC | LIFTING THE VEIL MENTAL HEALTH SERIES | $2,000 |
| IOWA MIGRANT MOVEMENT FOR JUSTICE | ||||||
| 2024 FOREST AVE | DES MOINES | IA | 50311 | PC | CREATING EQUITABLE ACCESS TO HEALTHCARE FOR ALL IMMIGRANTS | $5,000 |
| THE HARKIN INSTITUTE DRAKE UNIVERSITY | ||||||
| 2800 UNIVERSITY AVE | DES MOINES | IA | 50311 | PC | CENTRAL IOWA BASIC INCOME PILOT PROGRAM | $173,316 |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| PO BOX 785541 | PHILADELPHIA | PA | 19178 | PC | CENTRAL IOWA BASIC INCOME PILOT PROGRAM | $179,667 |
| COMMUNITY FINANCIAL RESOURCES | ||||||
| 4100 REDWOOD RD | OAKLAND | CA | 94619 | PC | CENTRAL IOWA BASIC INCOME PILOT PROGRAM | $14,527 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $695,610 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NASW FOUNDATION | ||||||
| 1620 PLEASANT ST 250 | DES MOINES | IA | 50314 | PC | THE COMMUNITY LEADERS PROJECT | $50,000 |
| THE HARKIN INSTITUTE DRAKE UNIVERSITY | ||||||
| 2800 UNIVERSITY AVE | DES MOINES | IA | 50311 | PC | CENTRAL IOWA BASIC INCOME PILOT PROGRAM | $250,000 |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| PO BOX 785541 | PHILADELPHIA | PA | 19178 | PC | CENTRAL IOWA BASIC INCOME PILOT PROGRAM | $343,333 |
| COMMUNITY FINANCIAL RESOURCES | ||||||
| 4100 REDWOOD RD | OAKLAND | CA | 94619 | PC | CENTRAL IOWA BASIC INCOME PILOT PROGRAM | $764,527 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,407,860 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 03 | ExclusionCd |
| Exclusion | $459,602 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 03 | ExclusionCd |
| Exclusion | -$46,077 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $413,525 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $413,525 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | CountryContributorForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| CITY OF URBANDALE | |||||||||
| 1 | 3600 86TH ST | URBANDALE | IA | 50322 | $100,000 | Yes (X) | |||
| CITY OF DES MOINES | |||||||||
| 2 | 400 ROBERT D RAY DR | DES MOINES | IA | 50309 | $500,000 | Yes (X) | |||
| CITY OF WINDSOR HEIGHTS | |||||||||
| 3 | 1145 66TH ST SUITE 1 | WINDSOR HEIGHTS | IA | 50324 | $15,000 | Yes (X) | |||
| POLK COUNTY | |||||||||
| 4 | 111 COURT AVE | DES MOINES | IA | 50309 | $250,000 | Yes (X) | |||
| UNITED WAY OF CENTRAL IOWA | |||||||||
| 5 | 1111 9TH ST 100 | DES MOINES | IA | 50314 | $100,000 | Yes (X) | |||
| SEAFAM CORPORATION | |||||||||
| 6 | $750,000 | Yes (X) | PO BOX 335 | GRAND CAYMAN | CJ | ||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $18,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LEASEHOLD IMPROVEMENTS | PropertyDesc |
| Acquired | 2021-12-01 | AcquiredDt |
| Cost Or Other Basis | $13,795 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $238 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $2,759 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,759 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (81 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIRBUS SE | $31,084 | $31,084 |
| AERCAP HLDGS NV | $88,355 | $88,355 |
| AIRBNB INC | $20,691 | $20,691 |
| ALLISON TRANSMISSION HOLDINGS INC | $45,386 | $45,386 |
| ALPHABET INC | $106,935 | $106,935 |
| AMAZON COM INC | $137,172 | $137,172 |
| AMERICAN TOWER CORP REIT | $41,948 | $41,948 |
| AMPHENOL CORP NEW | $51,623 | $51,623 |
| ANALOG DEVICES INC | $48,717 | $48,717 |
| ANHEUSER BUSCH INBEV | $117,919 | $117,919 |
| APPLE INC | $145,132 | $145,132 |
| APTARGROUP INC | $51,801 | $51,801 |
| ARMSTRONG WORLD INDUSTRIES | $58,713 | $58,713 |
| BALL CORP | $41,372 | $41,372 |
| BELLRING DISTRIBUTION | $26,050 | $26,050 |
| BLACK KNIGHT INC | $51,808 | $51,808 |
| BROADCOM INC | $20,129 | $20,129 |
| BROWN-FORMAN CORP | $42,035 | $42,035 |
| CARGURUS INC | $5,268 | $5,268 |
| CARMAX INC | $42,867 | $42,867 |
| CARRIER GLOBAL CORP | $4,868 | $4,868 |
| CHENIERE ENERGY INC NEW | $83,678 | $83,678 |
| CHURCHILL DOWNS INC | $58,566 | $58,566 |
| CINCINNATI FINCL CORP | $37,270 | $37,270 |
| COMCAST CORP | $15,002 | $15,002 |
| COPART INC | $93,771 | $93,771 |
| CROWN CASTLE INC | $16,141 | $16,141 |
| DANAHER CORP | $35,832 | $35,832 |
| DISNEY WALT COMPANY | $16,594 | $16,594 |
| DOLLAR TREE SERVICES INC | $81,187 | $81,187 |
| EBAY INC | $32,430 | $32,430 |
| ENTERGRIS INC | $69,525 | $69,525 |
| GENL DYNAMICS CORP | $30,518 | $30,518 |
| GOLDMAN SACHS GROUP INC | $59,748 | $59,748 |
| GOLDMAN SACHS US LARGE CAP EQUITY ETF | $887,752 | $887,752 |
| HASBRO IN | $55,275 | $55,275 |
| INTUIT INC | $35,419 | $35,419 |
| ISHARES CORE MSCI EMERGING MKTS ETF | $756,680 | $756,680 |
| ISHARES CORE MSCI ETF | $481,840 | $481,840 |
| ISHARES CORE S&P 500 ETF | $2,371,728 | $2,371,728 |
| JPMORGAN CHASE & CO | $67,855 | $67,855 |
| KKR & CO INC | $75,711 | $75,711 |
| KLA CORP | $41,473 | $41,473 |
| LAMB WESTON HOLDINGS INC | $102,496 | $102,496 |
| LENNAR CORPORATION | $85,342 | $85,342 |
| LENNOX INTERNATIONAL | $71,051 | $71,051 |
| LIBERTY MEDIA CORP | $64,443 | $64,443 |
| LOCKHEED MARTIN CORP | $49,622 | $49,622 |
| LYONDELLBASELL INDUSTRIES AF SCA | $17,436 | $17,436 |
| M & T BANK CORP | $60,635 | $60,635 |
| MICROSOFT CORP | $66,430 | $66,430 |
| MOELIS & CO | $50,572 | $50,572 |
| MORGAN STANLEY & CO | $84,255 | $84,255 |
| NEWMARKET CORPORATION | $42,933 | $42,933 |
| OLD DOMINION FREIGHT | $70,094 | $70,094 |
| ORACLE CORPORATION | $22,969 | $22,969 |
| OTIS WORLDWIDE CORP | $79,720 | $79,720 |
| PAYPAL HOLDINGS INC | $16,523 | $16,523 |
| PERRIGO CO PLC | $35,488 | $35,488 |
| POLARIS INC | $29,593 | $29,593 |
| POOL CORP | $54,419 | $54,419 |
| POST HOLDINGS INC | $73,381 | $73,381 |
| RAYTHEON TECHNOLOGIES CORP | $11,808 | $11,808 |
| SALESFORCE INC | $66,295 | $66,295 |
| SKYWORKS SOLUTIONS INC | $70,352 | $70,352 |
| STATE STR CORP | $21,797 | $21,797 |
| STERIS PLC | $61,132 | $61,132 |
| STORE CAPITAL GROUP | $50,014 | $50,014 |
| SYNCHRONY FINANCIAL | $16,529 | $16,529 |
| TAIWAN SEMICONDUCTOR MFG CO LTD ADR | $19,069 | $19,069 |
| TEXAS INSTRUMENTS INC | $25,113 | $25,113 |
| THERMO FISHER SCIENTIFIC | $22,578 | $22,578 |
| UNION PACIFIC CORP | $41,828 | $41,828 |
| VISA INC | $23,269 | $23,269 |
| VULCAN MATERIALS COMPANY | $84,928 | $84,928 |
| WORKDAY INC | $95,880 | $95,880 |
| ISHARES RUSSELL 2000 | $600,845 | $600,845 |
| MODERNA INC | $41,851 | $41,851 |
| UNIFIRST CORP | $63,107 | $63,107 |
| WALMART INC | $20,843 | $20,843 |
| WELLS FARGO & CO NEW | $22,131 | $22,131 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BAIRD AGGREGATE BD FD | FMV | $1,437,500 | $1,437,500 |
| INVESCO DEVELOPING MARKETS FUND | FMV | $1,062,655 | $1,062,655 |
| PIMCO FDS PAC INVT MGMT SER EMERGING MKTS BD FD | FMV | $365,239 | $365,239 |
| T ROWE PRICEW INTL FD OVERSEAS STK FD | FMV | $1,085,969 | $1,085,969 |
| AMERICAN CENTURY FDS SMALL CAP VALUE | FMV | $792,293 | $792,293 |
| GOLDMAN SACHS COMMODITY STRATEGY FUND | FMV | $292,708 | $292,708 |
| MAINSTAY MACKAY HY CORP BOND FUND | FMV | $489,890 | $489,890 |
| PIMCO COMMODITY REAL RETURN STRAT FD | FMV | $468,933 | $468,933 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LEASEHOLD IMPROVEMENTS | CategoryOrItemTxt |
| Cost Or Other Basis | $13,795 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,997 | AccumulatedDepreciationAmt |
| Book Value | $10,798 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,758 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,758 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $24,995 | EOYBookValueAmt |
| EOYFMV | $24,995 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS (LOSSES) ON INVESTMENTS | Desc |
| Amt | $3,813,318 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $5,114 | $0 | $0 | $5,114 |
| INSURANCE | $4,503 | $0 | $0 | $4,503 |
| OFFICE EXPENSE | $10,386 | $0 | $0 | $10,386 |
| TELEPHONE | $2,304 | $0 | $0 | $2,304 |
| INFORMATION TECHNOLOGY | $15,297 | $0 | $0 | $15,297 |
| SPECIAL EVENT | $1,391 | $0 | $0 | $1,391 |
| POSTAGE | $174 | $0 | $0 | $174 |
| PROFESSIONAL DEVELOPMENT | $5,994 | $0 | $0 | $5,994 |
| BOARD OF DIRECTORS | $4,219 | $0 | $0 | $4,219 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX ADJUSTMENT | Desc |
| Amt | $38,200 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $38,200 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING FEES | $36,935 | $0 | $0 | $36,935 |
| INVESTMENT FEES | $77,865 | $77,865 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $437 | $437 | $0 | $0 |
| FEDERAL EXCISE TAX | $5,125 | $0 | $0 | $0 |
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