MID-IOWA HEALTH FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MID-IOWA HEALTH FOUNDATION (EIN 42-1235348)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-03
- IRS object ID
- 202101549349100515
- Schema version
- 2020v4.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2021-06-03T16:33:51-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421046003 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Corwin Reichter & Company PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2894 106th Street Ste 120 | AddressLine1Txt |
| City | Urbandale | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503223781 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 Ave No 104 | AddressLine1Txt |
| City | Des Moines | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503123535 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Suzanne Mineck | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5152776411 | PhoneNum |
| Signature | 2021-05-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Suzanne | PersonFirstNm |
| Person Last | Mineck | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lyle D Reichter CPA CMA | PreparerPersonNm |
| PTIN | P00065165 | PTIN |
| Phone | 5153090215 | PhoneNum |
| Preparation | 2021-05-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,153,607 | 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 | $39,112 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $548 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $548 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $330,366 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $330,366 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,056,728 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,518,813 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,056,728 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,426,754 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,387,642 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $125,172 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,014 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $115,158 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $91,249 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $91,249 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $42,715 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,361 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $41,354 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $119,399 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $70,908 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $48,491 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,458 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,374 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $14,582 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $14,582 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $37,564 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $37,564 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $15,751 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $15,751 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,608 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,306 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $523,098 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $86,657 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $408,055 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $637,846 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $644,190 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,160,944 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $86,657 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,052,245 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $265,810 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,300,985 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $40,076 | CashEOYAmt |
| Cash EOYFMV | $40,076 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $366,940 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $430,990 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $430,990 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,158 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,158 | AcctRcvblEOYAmt |
| Prepaid Expenses BOY | $12,785 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,400 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,400 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $11,601,798 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,847,997 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,847,997 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,157,373 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,832,144 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,832,144 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,138,896 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,154,765 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,153,607 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $16,466 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $21,211 | AccountsPayableEOYAmt |
| Grants Payable BOY | $84,340 | GrantsPayableBOYAmt |
| Grants Payable EOY | $77,996 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $21,700 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $32,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $122,506 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $131,207 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $17,016,390 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $18,023,558 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,016,390 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,023,558 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,138,896 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,154,765 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,016,390 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $265,810 | ExcessRevenueOverExpensesAmt |
| Other Increases | $741,358 | OtherIncreasesAmt |
| Subtotal | $18,023,558 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,023,558 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly Traded Securities/Funds | $13,506,669 | $12,462,085 | $1,044,584 | $1,044,584 | |
| Capital Gains Dividends | $12,144 | $12,144 | $12,144 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,056,728 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,084 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,084 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,084 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,360 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,724 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,084 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $60 | EsPenaltyAmt |
| Tax Due | $60 | TaxDueAmt |
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 |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| 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 | Suzanne Mineck | 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 | 503123535 | 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 |
|---|---|---|---|---|---|---|---|---|
| Kelly Grossman | ||||||||
| 3900 Ingersoll Avenue Ste 104 | Des Moines | IA | 50312 | Director | 1.00 | $0 | $0 | $0 |
| Rob Barron | ||||||||
| 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 |
| Joseph Jones | ||||||||
| 3900 Ingersoll Avenue Ste 104 | Des Moines | IA | 50312 | Secretary-Treasurer | 1.00 | $0 | $0 | $0 |
| Libby Jacobs | ||||||||
| 3900 Ingersoll Avenue Ste 104 | Des Moines | IA | 50312 | Chair | 1.00 | $0 | $0 | $0 |
| Buck Olsen | ||||||||
| 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 |
| Judith Vogel | ||||||||
| 3900 Ingersoll Avenue Ste 104 | Des Moines | IA | 50312 | Director | 1.00 | $0 | $0 | $0 |
| Suzanne Mineck | ||||||||
| 3900 Ingersoll Avenue Ste 104 | Des Moines | IA | 50312 | President | 40.00 | $128,772 | $8,909 | $0 |
| Izaah Knox | ||||||||
| 3900 Ingersoll Avenue Ste 104 | Des Moines | IA | 50312 | Director | 1.00 | $0 | $0 | $0 |
| Chris Cook | ||||||||
| 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 | Director | 1.00 | $0 | $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 Avenue 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 | $94,849 | CompensationAmt |
| Employee Benefits | $6,640 | 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 | $15,714,314 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $386,599 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,100,913 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,100,913 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $241,514 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,859,399 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $792,970 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $792,970 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,084 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,084 | TotalTaxAmt |
| Distributable Before Adj | $774,886 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $774,886 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $774,886 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,052,245 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,052,245 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,052,245 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $774,886 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $62,190 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $115,461 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $257,589 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $132,787 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $413,257 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $981,284 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,052,245 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $774,886 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $277,359 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,258,643 | 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 | $62,190 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,196,453 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $115,461 | ExcessFromYear4Amt |
| Excess From Year3 | $257,589 | ExcessFromYear3Amt |
| Excess From Year2 | $132,787 | ExcessFromYear2Amt |
| Excess From Year1 | $413,257 | ExcessFromYear1Amt |
| Excess From Current Year | $277,359 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Suzanne Mineck | 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 | 503123535 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5152776411 | RecipientPhoneNum |
| Form And Info And Materials | Please contact Denise Swartz or Suzanne Mineck 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 organziations may apply for a grant through the competitive application process. Contact Denise or Suzanne 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 (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMOS Institute of Public Life | ||||||
| 3829 Grand Ave | Des Moines | IA | 50312 | PC | Civic Acadamy | $35,000 |
| ArtForce Iowa | ||||||
| 900 Mulberry St | Des Moines | IA | 50309 | PC | #Knowjustice: Know History | $13,333 |
| Blank Children's Hospital | ||||||
| 1200 Pleasant Street | Des Moines | IA | 50309 | PC | Improve children's mental health and well being in Iowa | $3,333 |
| Bravo Greater Des Moines | ||||||
| 801 Grand Ave Ste 250 | Des Moines | IA | 50309 | PC | Arts and social impact pilot project | $6,500 |
| Child and Family Policy Center | ||||||
| 505 Fifth Ave Ste 404 | Des Moines | IA | 50309 | PC | Improving access to & quality of care for low-income children | $3,333 |
| Coalition for Family & Children's Services of Iowa | ||||||
| 1111 Ninth St Ste 235 | Des Moines | IA | 50314 | PC | Engage thought leaders & leadership teams to prepare for Family First | $50,000 |
| CommonBond Communities | ||||||
| 1401 Center St | Des Moines | IA | 50314 | PC | Improving access to safe, stable and strong housing and support networks | $13,333 |
| Community Foundation of Greater Des Moines | ||||||
| 1915 Grand Avenue | Des Moines | IA | 50309 | POF | Disaster recovery - COVID-19 | $25,000 |
| Community Youth Concepts | ||||||
| 1446 Martin Luther King Jr Pkwy | Des Moines | IA | 50314 | PC | uVoice | $26,500 |
| Dental Connections Inc | ||||||
| 1111 9th St | Des Moines | IA | 50314 | PC | COVID-19 emergency safety net grant | $15,000 |
| Des Moines Area Religious Council | ||||||
| 1435 Mulberry St | Des Moines | IA | 50309 | PC | COVID-19 emergency safety net grant | $10,000 |
| Des Moines University | ||||||
| 3200 Grand Ave | Des Moines | IA | 50312 | PC | Enhance culturally, socially responsive health care | $30,434 |
| Drake University | ||||||
| 2507 University Ave | Des Moines | IA | 50311 | PC | Program sponsorship | $2,500 |
| Eat Greater Des Moines | ||||||
| 501 SW 7th St Ste G2 | Des Moines | IA | 50309 | PC | Expand access to healthy food through systemic collaboration & innovation | $3,334 |
| EveryStep | ||||||
| 1111 9th St Ste 320 | Des Moines | IA | 50309 | PC | COVID-19 emergency safety net grant | $10,000 |
| EveryStep | ||||||
| 1111 Ninth St Ste 320 | Des Moines | IA | 50314 | PC | Prenatal family engagement project, Nine2Thrive | $3,334 |
| Food Bank of Iowa | ||||||
| 2220 E 17th St | Des Moines | IA | 50316 | PC | COVID-19 emergency safety net grant | $10,000 |
| Foundations Inc | ||||||
| 701 East Gate Drive Suite 300 | Mt Laurel | NJ | 08054 | PC | Leveraging Medicaid to support a key social determinant of health, children's asthma, by funding home assessment and housing remediation | $3,334 |
| Genesis Youth Foundation | ||||||
| 4801 Franklin Ave | Des Moines | IA | 50310 | PC | Holistic Parental Engagement in Central Iowa African Community create an empowerment ecosystem. | $10,000 |
| Healthy Birth Day Inc | ||||||
| PO Box 71093 | Clive | IA | 50325 | PC | Reducing racial disparities that persist in birth outcomes | $3,334 |
| Iowa ACEs 360 | ||||||
| PO Box 8301 | Des Moines | IA | 50301 | PC | Continuum of helath systems change: prenatal to children's service systems | $3,333 |
| Iowa ACEs 360 | ||||||
| PO Box 8301 | Des Moines | IA | 50301 | PC | Trauma Informed Supervision Planning and Development Initiative | $10,000 |
| Iowa ACEs 360 | ||||||
| PO Box 8301 | Des Moines | IA | 50301 | PC | Sesame Street In Communities Implementation Plan | $35,000 |
| Iowa Center for Children's Justice | ||||||
| 501 SW 7th St Ste G | Des Moines | IA | 50309 | PC | Mitigating the Adverse Effects of Divorce and Custody Conflicts on Children | $10,000 |
| Iowa Coalition for Collective Change | ||||||
| 950 Office Park Road 127 | West Des Moines | IA | 50266 | PC | Building a coalition of providers who are committed to improving access and quality for the most at-risk pregnant and parenting families. | $3,334 |
| Iowa Healthiest State Initiative | ||||||
| 301 Grand Ave | Des Moines | IA | 50309 | PC | Make it OK | $10,000 |
| Iowa Homeless Youth Centers | ||||||
| 612 Locust St | Des Moines | IA | 50309 | PC | Meals at IHYC | $700 |
| Iowa Public Health Association | ||||||
| 501 SW 7th St Ste G | Des Moines | IA | 50309 | PC | Vaccination partners advocacy network | $3,334 |
| Iowa Public Health Association | ||||||
| 501 SW 7th St Ste G | Des Moines | IA | 50309 | PC | IPHA Conference | $1,500 |
| Iowa Public Radio | ||||||
| 2111 Grand Ave Ste 100 | Des Moines | IA | 50312 | PC | Full Time Health Reporter | $60,000 |
| Latinas Latinos Al Exito Inc | ||||||
| PO Box 93531 | Des Moines | IA | 50393 | PC | Improving lives of Latino youth | $3,333 |
| Latinas Latinos Al Exito Inc | ||||||
| PO Box 93531 | Des Moines | IA | 50393 | PC | The Latinex project | $25,000 |
| Latinas Latinos Al Exito Inc | ||||||
| PO Box 93531 | Des Moines | IA | 50393 | PC | Impact of Immigration Policies on the Health and Well-being of Latinx Families in Iowa | $3,333 |
| Mentor Iowa | ||||||
| 3900 Ingersoll Ave Ste 102 | Des Moines | IA | 50312 | PC | Judge Witt memorial | $500 |
| Mercy Hospital Medical Foundation | ||||||
| 411 Laurel St Ste 2250 | Des Moines | IA | 50314 | PC | Pediatric community health worker | $24,340 |
| NAMI Greater Des Moines | ||||||
| 511 East 6th St Ste B | Des Moines | IA | 50309 | PC | Community education program | $250 |
| NAMI Iowa | ||||||
| 3839 Merle Hay Road Ste 229 | Des Moines | IA | 50310 | PC | Hope as healthcare | $20,800 |
| Orchard Place | ||||||
| 2116 Grand Avenue | Des Moines | IA | 50312 | PC | Program sponsorship | $7,500 |
| Orchard Place | ||||||
| 2116 Grand Avenue | Des Moines | IA | 50312 | PC | COVID-19 Emergency Safety Net Grant | $10,000 |
| Please Pass the Love | ||||||
| PO Box 93873 | Des Moines | IA | 50393 | PC | Comprehensive school mental health | $10,000 |
| Please Pass the Love | ||||||
| PO Box 93873 | Des Moines | IA | 50393 | PC | COVID-19 Emergency Safety Net Grant | $6,000 |
| Polk County Continuum of Care | ||||||
| 505 5th Ave Ste 1000 | Des Moines | IA | 50309 | GOV | Homelessness and School Systems - Working to better connect resources to homeless children/youth as well as improve educator interactions with youth to identify needs, risks, and resolutions | $3,333 |
| Polk County Health Department | ||||||
| 1907 Carpenter Ave | Des Moines | IA | 50314 | GOV | Equitable vaccination initiative | $10,000 |
| Polk County Housing Trust Fund | ||||||
| 505 5th Ave Ste 1000 | Des Moines | IA | 50309 | PC | Justice center project | $10,000 |
| Primary Health Care Inc | ||||||
| 1200 University Ave Ste 200 | Des Moines | IA | 50314 | PC | Community health worker integration in Monroe Elementary School | $3,333 |
| Primary Health Care Inc | ||||||
| 1200 University Ave Ste 200 | Des Moines | IA | 50314 | PC | Community Health Workers as a Centralized Intake for DMPS Children and Families with SDOH Barriers | $30,000 |
| Primary Health Care Inc | ||||||
| 1200 University Ave Ste 200 | Des Moines | IA | 50314 | PC | COVID-19 Emergency Safety Net Grant | $20,000 |
| Proteus Inc | ||||||
| 1221 Center St Ste 16 | Des Moines | IA | 50309 | PC | Care coordination for farmworker families | $3,333 |
| Proteus Inc | ||||||
| 1221 Center St Ste 16 | Des Moines | IA | 50309 | PC | Central Iowa Immigrant Community Support Fund | $10,000 |
| Science Center of Iowa | ||||||
| 401 West Martin Luther King Jr Pkwy | Des Moines | IA | 50309 | PC | Science Behind the News: Viruses Exhibition and Educational Programming. | $2,500 |
| Street Collective | ||||||
| 506 E 6th St | Des Moines | IA | 50309 | PC | Increase physical activity & safer streets - encourage walking, biking | $3,333 |
| United Way of Central Iowa | ||||||
| 1111 Ninth St Ste 100 | Des Moines | IA | 50314 | PC | A comprehensive, sustainable structure and framework for obesity prevention and promotion of healthy habits for ALL kids and families in Iowa. | $3,333 |
| United Way of Central Iowa | ||||||
| 1111 Ninth St Ste 100 | Des Moines | IA | 50314 | PC | 21 day equity challenge | $2,500 |
| United Way of Story County | ||||||
| 315 Clark Ave | Ames | IA | 50010 | PC | Impact of the climat of school & out of school programs on chronic absenteeism & engagement | $3,333 |
| Youth Emergency Services & Shelter of Iowa | ||||||
| 918 SE 11th St | Des Moines | IA | 50309 | PC | COVID-19 Emergency Safety Net Grant | $10,000 |
| Youth Policy Institute of Iowa | ||||||
| 6200 Aurora Ste 206E | Des Moines | IA | 50322 | PC | Ensuring youth have solid connections to people they can count on for support and nurturing as a strategy to prevent youth from aging out of foster care and to prevent homelessness. | $3,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $644,190 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Des Moines University | ||||||
| 3200 Grand Ave | Des Moines | IA | 50312 | PC | Enhance culturally, socially responsive health care | $62,996 |
| Polk County Health Department | ||||||
| 1907 Carpenter Ave | Des Moines | IA | 50314 | GOV | Equitable vaccination initiative | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $77,996 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $548 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $330,366 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,056,728 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,387,642 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,387,642 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Small Business Administration | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 3rd St SW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20416 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $39,112 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting and tax services | CategoryTxt |
| Amt | $15,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,600 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (140 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Agree Realty Corp | $30,094 | $30,094 |
| Alphabet Inc. | $134,953 | $134,953 |
| Amazon Com Inc | $221,471 | $221,471 |
| Ambarella Inc | $33,973 | $33,973 |
| American Express Company | $40,505 | $40,505 |
| American Tower Corp REIT | $50,055 | $50,055 |
| American Woodmark Corp | $45,611 | $45,611 |
| AMN Healthcare Services | $65,111 | $65,111 |
| Apple Inc | $189,879 | $189,879 |
| Atlantic UN Bankshares Corp | $48,685 | $48,685 |
| Axalta Coating Systems Ltd | $42,111 | $42,111 |
| Balchem Corp | $48,277 | $48,277 |
| Ball Corp | $41,372 | $41,372 |
| Bank of America Corp | $81,564 | $81,564 |
| Barnes Group Inc | $34,266 | $34,266 |
| Benchmark Electronics Inc | $43,783 | $43,783 |
| Boot Barn Holdings Inc | $51,165 | $51,165 |
| Bristol Myers Squibb Co | $21,524 | $21,524 |
| Broadcom Inc | $20,141 | $20,141 |
| C T S Corporation | $38,141 | $38,141 |
| CACI Intl Inc | $37,150 | $37,150 |
| Chesapeake Utilities | $29,650 | $29,650 |
| Comcast Corp | $28,191 | $28,191 |
| Danaher Corp | $39,319 | $39,319 |
| Disney Walt Company | $42,758 | $42,758 |
| Dorman Products Inc | $55,825 | $55,825 |
| Easterly Government Properties Inc | $42,582 | $42,582 |
| Exlservice Holdings Inc | $45,374 | $45,374 |
| Facebook Inc | $155,974 | $155,974 |
| Forward Air Corp | $52,328 | $52,328 |
| Franklin Electric Inc | $48,309 | $48,309 |
| G-III Apparel Group Ltd | $34,376 | $34,376 |
| Getty Realty Corp | $27,953 | $27,953 |
| Goldman Sachs US Large Cap Equity ETF | $864,077 | $864,077 |
| ICF International Inc | $52,997 | $52,997 |
| Integra Lifesciences Holdings Corporation | $72,645 | $72,645 |
| Ishares Core MSCI ETF | $732,078 | $732,078 |
| Ishares Core S&P 500 ETF | $2,108,190 | $2,108,190 |
| Ishares Core MSCI Emerging Mkts ETF | $1,489,394 | $1,489,394 |
| JPMorgan Chase & Co | $89,076 | $89,076 |
| K.Force Inc | $36,660 | $36,660 |
| LA-Z-Boy Inc | $48,525 | $48,525 |
| LHC Group LLC | $33,065 | $33,065 |
| Littlefuse Inc | $43,547 | $43,547 |
| M T S Systems Corp | $24,718 | $24,718 |
| Marcus & Millichap Inc | $47,096 | $47,096 |
| Medpace Holdings Inc | $52,757 | $52,757 |
| Mercantile Bk Corp | $26,355 | $26,355 |
| Microsoft Corp | $80,961 | $80,961 |
| Moelis & Co | $105,771 | $105,771 |
| Movado Group Inc | $32,442 | $32,442 |
| Nextar Media Group Inc | $61,911 | $61,911 |
| Old Natl Bancorp IND | $51,021 | $51,021 |
| Omnicell Inc | $58,930 | $58,930 |
| Onto Innovation Inc | $48,216 | $48,216 |
| Selective Ins Group Inc | $66,176 | $66,176 |
| Silicon Motion Technology ADR | $35,053 | $35,053 |
| South St Corp | $55,093 | $55,093 |
| STD Motor Products | $33,460 | $33,460 |
| Stifel Financial Corp | $70,089 | $70,089 |
| Store Capital Corp | $60,314 | $60,314 |
| Sykes Enterprises Inc | $27,461 | $27,461 |
| Tetra Tech Inc | $37,860 | $37,860 |
| UMB Financial Corp | $33,184 | $33,184 |
| Union Pacific Corp | $48,307 | $48,307 |
| United Bankshares Inc W VA | $39,139 | $39,139 |
| Unitedhealth Group Inc | $73,993 | $73,993 |
| Unitil Corp | $25,676 | $25,676 |
| Visa Inc | $31,060 | $31,060 |
| Walgreens Boots Alliance Inc | $27,735 | $27,735 |
| Workday Inc | $104,709 | $104,709 |
| Idacorp Inc | $51,280 | $51,280 |
| Alexion Pharmaceuticals Inc | $37,966 | $37,966 |
| Alleghany Corp New | $61,576 | $61,576 |
| Allison Transmission Holdings Inc | $52,144 | $52,144 |
| Alnylam Pharmaceuticals Inc | $32,103 | $32,103 |
| Amphenol Corp New | $94,939 | $94,939 |
| Analog Devices Inc | $29,103 | $29,103 |
| Anheuser Busch Inbev | $93,540 | $93,540 |
| Armstrong World Industries | $66,430 | $66,430 |
| Baker Hughes A GE CO | $30,107 | $30,107 |
| Black Knight Inc | $81,812 | $81,812 |
| Brown-Forman Corp | $55,442 | $55,442 |
| CarGurus Inc | $26,717 | $26,717 |
| Carmax Inc | $104,378 | $104,378 |
| Carrier Global Corp | $5,017 | $5,017 |
| Cass Information Systems Inc | $21,634 | $21,634 |
| Caterpiller Inc | $26,029 | $26,029 |
| CDK Global Holdings LLC | $36,074 | $36,074 |
| Cheniere Energy Inc New | $115,198 | $115,198 |
| Cincinnati Fincl Corp | $70,508 | $70,508 |
| Cintas Corp | $73,520 | $73,520 |
| Citrix Systems Inc | $74,938 | $74,938 |
| Coca-Cola Bottlg Co | $35,414 | $35,414 |
| Comfort Sys USA Inc | $33,018 | $33,018 |
| Copart Inc | $108,799 | $108,799 |
| Crown Castle International Corp | $48,712 | $48,712 |
| CSW Industrials Inc | $36,483 | $36,483 |
| Danone Spons ADR | $30,877 | $30,877 |
| Diageo PLC Spons ADR | $15,405 | $15,405 |
| Diodes Incorporated | $29,117 | $29,117 |
| Dollar Tree Stores Inc | $68,389 | $68,389 |
| Enersys Inc | $37,211 | $37,211 |
| Entergris Inc | $125,507 | $125,507 |
| Fox Corp Cl A | $42,632 | $42,632 |
| Genl Dynamics Corp | $28,722 | $28,722 |
| Goldman Sachs Group Inc | $66,719 | $66,719 |
| Hasbro Inc | $46,115 | $46,115 |
| HMS Holdings Corp | $32,781 | $32,781 |
| Ishares Edge MSCI USA ETF | $507,675 | $507,675 |
| J & J Snack Foods Corp | $25,947 | $25,947 |
| Kaiser Aluminum Corp New | $53,010 | $53,010 |
| KLA Corp | $29,775 | $29,775 |
| Korn Ferry Intl | $33,843 | $33,843 |
| Lamb Weston Holdings Inc | $67,323 | $67,323 |
| Lennar Corporation | $114,497 | $114,497 |
| Liberty Media Corp | $72,420 | $72,420 |
| Lockheed Martin Corp | $39,758 | $39,758 |
| Lyondellbasell Industries AF SCA | $24,840 | $24,840 |
| M & T Bank Corp | $57,922 | $57,922 |
| Morgan Stanley & Co | $115,953 | $115,953 |
| Newmarket Corporation | $52,176 | $52,176 |
| Old Dominion Freight | $70,070 | $70,070 |
| Ollie's Bargain Outlet Holdings Inc | $30,746 | $30,746 |
| Otis Worldwide Corp | $4,729 | $4,729 |
| Pacira Biosciences Inc | $19,149 | $19,149 |
| Parsley Energy Inc | $35,074 | $35,074 |
| Perrigo Co PLC | $50,489 | $50,489 |
| Polaris Inc | $35,158 | $35,158 |
| Post Holdings Inc | $67,374 | $67,374 |
| Raytheon Technologies Corp | $11,370 | $11,370 |
| Sensata Technologies Holding PLC EUR | $44,776 | $44,776 |
| Skyworks Solutions Inc | $104,264 | $104,264 |
| SPS Commerce Inc | $22,804 | $22,804 |
| State Str Corp | $33,770 | $33,770 |
| Steris PLC | $64,443 | $64,443 |
| Stewart Info Svcs Corp | $35,158 | $35,158 |
| Synchrony Financial | $21,798 | $21,798 |
| Vulcan Materials Company | $82,312 | $82,312 |
| Fox Corp Cl B | $40,807 | $40,807 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Eaton Vance Ser II Income Fund boston | FMV | $505,352 | $505,352 |
| Pimco Fds Pac invt Mgmt Ser Emerging Mkts Bd Fd | FMV | $507,645 | $507,645 |
| Baird Aggregate Bd Fd | FMV | $1,957,807 | $1,957,807 |
| Invesco Developing Markets Fund | FMV | $929,220 | $929,220 |
| T Rowe Pricew Intl Fd Overseas Stk Fd | FMV | $932,120 | $932,120 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Dues & Subscriptions | $4,890 | $0 | $4,890 |
| Insurance | $4,762 | $0 | $4,762 |
| Office Expense | $694 | $0 | $692 |
| Telephone | $2,750 | $0 | $2,750 |
| Information Technology | $15,212 | $0 | $15,212 |
| Deferred Excise Taxes | $10,300 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains (losses) on Investments | Desc |
| Amt | $741,358 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Federal Excise Tax | Desc |
| BOY Book Value | $21,700 | BOYBookValueAmt |
| EOY Book Value | $32,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Consulting | $48,491 | $0 | $48,491 |
| Investment fees | $70,908 | $70,908 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Excise Tax | $18,084 | $0 | $0 |
| Foreign taxes | $4,374 | $4,374 | $0 |
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