TELLIGEN COMMUNITY INITIATIVE: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
TELLIGEN COMMUNITY INITIATIVE (EIN 20-2017785)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-15
IRS object ID
201841359349102114
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-15T11:21:23-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420794029PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DENMAN & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11601 22ND STREET SUITE 400AddressLine1Txt
CityWEST DES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP502661453ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202017785EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TELLIGEN COMMUNITY INITIATIVEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTELLBusinessNameControlTxt
Phone5152232852PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11776 WEST LAKES PARKWAYAddressLine1Txt
CityWEST DES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50266ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMATT MCGARVEYPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5152232852PhoneNum
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID ELLISPreparerPersonNm
PTINP01306431PTIN
Phone5152258400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.142.53.102IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-05-14IPDt
IP Tm12:33:36IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdED278C2C01D608D0883719C85C403068E0CE6949AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$41,693,776FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$124,247InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$124,247InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$816,284DividendsRevAndExpnssAmt
Dividends Net Invst Incm$816,284DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$811,352NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$17,190,959GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$811,352CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,751,883TotalRevAndExpnssAmt
Total Net Invst Incm$1,751,883TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$114,413CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$102,400CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$24,287PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$21,737PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$380LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$340LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,930AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,202AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$50,380OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$45,090OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$27,338TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$8,447TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$6,160TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$5,513TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$324,031OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$258,898OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$55,643OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$553,919TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$258,898TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$245,372TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,413,929ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,413,929ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,967,848TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$258,898TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,659,301TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$215,965ExcessRevenueOverExpensesAmt
Net Investment Income$1,492,985NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$217,550CashBOYAmt
Cash EOY$187,104CashEOYAmt
Cash EOYFMV$187,104CashEOYFMVAmt
Sav And Temp Cash Invst BOY$532,431SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$566,967SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$566,967SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$30,028PrepaidExpensesBOYAmt
Prepaid Expenses EOY$14,014PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$14,014PrepaidExpensesEOYFMVAmt
Other Investments BOY$37,256,211OtherInvestmentsBOYAmt
Other Investments EOY$40,925,691OtherInvestmentsEOYAmt
Other Investments EOYFMV$40,925,691OtherInvestmentsEOYFMVAmt
Total Assets BOY$38,036,220TotalAssetsBOYAmt
Total Assets EOY$41,693,776TotalAssetsEOYAmt
Total Assets EOYFMV$41,693,776TotalAssetsEOYFMVAmt
Accounts Payable BOY$8,108AccountsPayableBOYAmt
Grants Payable BOY$224,000GrantsPayableBOYAmt
Grants Payable EOY$94,200GrantsPayableEOYAmt
Total Liabilities BOY$232,108TotalLiabilitiesBOYAmt
Total Liabilities EOY$94,200TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$37,804,112UnrestrictedBOYAmt
Unrestricted EOY$41,599,576UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$37,804,112TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$41,599,576TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$38,036,220TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$41,693,776TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$37,804,112TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$215,965ExcessRevenueOverExpensesAmt
Other Increases$4,011,429OtherIncreasesAmt
Subtotal$41,599,576SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$41,599,576TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MORGAN STANLEY #4045 - SHORT TERM$8,284,730$7,881,022$403,708$403,708
MORGAN STANLEY #4045 - LONG TERM$8,828,862$8,498,585$330,277$330,277
CAPITAL GAINS DIVIDENDS$77,367$77,367$77,367P
FieldValueIRS element (for citing)
Capital Gain Net Income$811,352CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,777,796AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$36,497,730NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048710DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,854,858AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$36,297,980NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051101DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,334,544AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$32,859,397NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.040614DistributionYr3Rt
Adjusted Qlfy Distri Yr4$147,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$28,190NetVlNoncharitableAssetsYr4Amt
Distribution Yr45.232352DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$21,057NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution5.372777TotalDistributionRt
Average Distribution1.074555AverageDistributionRt
Net Vl Noncharitable Assets$39,889,322NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$42,863,270AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$14,930NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$42,878,200AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,659,301QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$29,860InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$29,860SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$29,860TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$17,900EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$17,900TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$400EsPenaltyAmt
Tax Due$12,360TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateIAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1TELLIGEN COMMUNITY INITIATIVEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5152232852PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11776 WEST LAKES PARKWAYAddressLine1Txt
CityWEST DES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50266ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID THOMAS MD
1776 WEST LAKES PARKWAYWEST DES MOINESIA50266PRESIDENT1.00$0$0$0
MICHAEL ZIA MD
1776 WEST LAKES PARKWAYWEST DES MOINESIA50266VICE PRESIDENT1.00$0$0$0
VICTORIA SHARP MD
1776 WEST LAKES PARKWAYWEST DES MOINESIA50266SECRETARY/TREASURER1.00$0$0$0
GERARD CLANCY MD
1776 WEST LAKES PARKWAYWEST DES MOINESIA50266DIRECTOR1.00$0$0$0
PEG MASON
1776 WEST LAKES PARKWAYWEST DES MOINESIA50266DIRECTOR1.00$0$0$0
MATT MCGARVEY
1776 WEST LAKES PARKWAYWEST DES MOINESIA50266EXECUTIVE DIRECTOR40.00$114,413$24,287$0
PAMELA BALLOU-NELSON
1776 WEST LAKES PARKWAYWEST DES MOINESIA50266DIRECTOR1.00$0$0$0
JIM STAVNEAK
1776 WEST LAKES PARKWAYWEST DES MOINESIA50266DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRANTMAKING TO OTHER CHARITABLE ORGANIZATIONSDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$39,872,229AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$610,531AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$14,014FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$40,496,774TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$40,496,774AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$607,452CashDeemedCharitableAmt
Net Vl Noncharitable Assets$39,889,322NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,994,466MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,994,466MinimumInvestmentReturnAmt
Tax Based On Investment Income$29,860TaxBasedOnInvestmentIncomeAmt
Total Tax$29,860TotalTaxAmt
Distributable Before Adj$1,964,606DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,964,606DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,964,606DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,659,301ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,659,301QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,659,301AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,964,606DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$146,090ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$90,129ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$518,930ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$755,149TotalExcessDistributionCyovAmt
Qualifying Distributions$1,659,301QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,659,301AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$305,305ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$305,305ExcessDistributionCyovAppCYAmt
Total Corpus$449,844TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$449,844ExcessDistriCyovToNextYrAmt
Excess From Year1$449,844ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ANN AND ROBERT H LURIE CHILDREN'S HOSPITAL
225 EAST CHICAGO AVENUE BOX 4CHICAGOIL60611501(C)3MENTAL HEALTH CONSULTATION INITIATIVE, PHASE III$50,000
ARUBAH COMMUNITY CLINIC
1021 WEST MAIN STREETCOLLINSVILLEOK74021501(C)3EXPANDING DENTAL CARE THROUGH COMMUNITY PARTNERSHIPS$15,000
BUILDING DIRECTION FOR FAMILIES INC
105 2ND AVENUE NEINDEPENDENCEIA50644501(C)3TRAUMA INFORMED SYSTEM DEVELOPMENT/COORDINATED RESPONSE TO ADVERSE CHILDHOOD EXPERIENCES$50,000
CENTER FOR HEALTH PROGRESS
1245 EAST COLFAX AVENUE 202DENVERCO80218501(C)3HST GRASSROOTS ORGANIZING AND COMMUNITY LEADERSHIP INITIATIVE$25,000
COLORADO COMMUNITY HEALTH NETWORK
600 GRANT STREET SUITE 800DENVERCO80203501(C)3ADVANCED CLINICAL TRANSFORMATION LEARNING SERIES$25,000
COLORADO DEPARTMENT OF PUBLIC HEALTH AND ENVIRONMENT OFFICE OF HEALTH EQUI
4300 CHERRY CREEK DRIVE SOUTHDENVERCO80223501(C)3SUSTAINING EQUITABLE OUTCOMES VIA PARTNERSHIPS, POLICY, AND DATA$25,000
COLORADO RURAL HEALTH CENTER
3033 SOUTH PARKER ROAD SUITE 606AUROACO80014501(C)3ICARE - IMPROVING COMMUNICATION AND READMISSION$25,000
COLORADO VISITING NURSE ASSOCIATION
390 GRANT STREETDENVERCO80203501(C)3HOME HEALTH TELEMEDICINE: IMPROVING HEALTH AND PROMOTING INDEPENDENCE$25,000
COMMUNITIES IN SCHOOLS OF CHICAGO
815 WEST VAN BUREN STREETCHICAGOIL60607501(C)3INTENSIVE PROGRAM: PROVIDING HEALTH PREVENTION SERVICES, SOCIAL-EMOTIONAL SUPPORT, AND MENTAL HEALTH SERVICES TO CHICAGO'S YOUTH$50,000
COMMUNITY FOUNDATION OF GREATER DUBUQUE
700 LOCUST STREET 195DUBUQUEIA52001501(C)3ELIMINATING SYSTEMIC BARRIERS TO MENTAL HEALTH SERVICES$50,000
COMMUNITY NURSE HEALTH CENTER
23 CALENDAR AVENUE SUITE 207LA GRANGEIL60525501(C)3TWO ORGANIZATION MERGER/INTERGRATION$50,000
COMMUNITY SERVICE COUNCIL
16 EAST 16TH STREET SUITE 202TULSAOK74119501(C)3BURMESE COMMUNITY PEER EDUCATORS$50,000
DENTAL CONNECTIONS
1111 9TH STREET SUITE 190DES MOINESIA50314501(C)3DENTAL CONNECTIONS CARE COORDINATION$35,000
DENVER PUBLIC LIBRARY
10 WEST 14TH AVENUE PARKWAYDENVERCO80204501(C)3IT TAKES A LIBRARY: PEER NAVIGATORS AT THE DENVER PUBLIC LIBRARY$25,000
FOUNDATION FOR COLORADO COMMUNITY COLLEGES
9101 EAST LOWRY BLVDDENVERCO80230501(C)3ONLINE HEALTH SCIENCE CAREER PATHWAY FOR RURAL HIGH SCHOOL STUDENTS$25,000
FRIENDS OF NORTHWEST CLASSEN HIGH SCHOOL FOUNDATION
3144 NW 21STOKLAHOMA CITYOK73107501(C)3NORTHWEST CLASSEN ACADEMY OF HEALTH SCIENCES$49,772
GRAND COUNTY RURAL HEALTH NETWORK INC
PO BOX 95 416 BYERS AVENUEHOT SULPHUR SPRINGSCO80451501(C)3GRAND COUNTY PATIENT NAVIGATOR PROGRAM$25,000
HEALTH & MEDICINE POLICY RESEARCH GROUP
29 EAST MADISON SUITE 602CHICAGOIL60602501(C)3BUILDING TRAUMA-INFORMED HEALTH DEPARTMENTS IN ILLINOIS$50,000
HUNGER FREE COLORADO
1801 WILLIAMS STREET 200DENVERCO80218501(C)3FOOD INSECURITY SCREENINGS IN MEDICAL SETTINGS$25,000
ILLINOIS ACADEMY OF FAMILY PHYSICIANS FOUNDATION
747 EAST BOUGHTON ROAD SUITE 253BOLINGBROOKIL60440501(C)3ADDRESSING THE OPIOID CRISIS: ILLINOIS PRIMARY CARE COLLABORATIVE FOR APPROPRIATE AND EFFECTIVE PAIN MANAGEMENT. AN EDUCATIONAL OUTREACH AND PATIENT AWARENESS CAMPAIGN FOR SAFE PRESCRIBING$20,000
ILLINOIS ASSOCIATION OF FREE AND CHARITABLE CLINICS
42 STEPHEN STREET 416LEMONTIL60439501(C)3MOVING FROM DATA COLLECTION TO QUALITY ASSURANCE$41,500
INDIANOLA HOPE FOUNDATION
PO BOX 408INDIANOLAIA50125501(C)3TCI BOARD OF DIRECTORS - HONORARY GRANT (LANNY WARD)$2,500
INTEGRIS FOUNDATION
3300 NORTHWEST EXPRESSWAY SUITEOKLAHOMA CITYOK73112501(C)3SELF-MANAGEMENT OF CHRONIC CONDITIONS$50,0001600
JEWEL ACADEMY
1620 PLEASANT STREET SUITE 2106DES MOINESIA50314501(C)3YOUNG EMERGING SCIENTISTS (YES)$5,000
KINGFISHER COMMUNITY COLLABORATIVE INC
414 HILL DRIVEKINGFISHEROK73750501(C)3THE HEALTHIER TOGETHER IN KINGFISHER COUNTY WELLNESS PROJECT$50,000
MENTAL HEALTH COLORADO
1120 LINCOLN STREET SUITE 1606DENVERCO80203501(C)3BRAINWAVE$25,000
METHODIST COLLEGE
7600 ACADEMIC DRIVEPEORIAIL61615501(C)3MOBILE OUTREACH LEARNING LAB FOR INTEGRATIVE EDUCATION (MOBILE)$50,000
NATIONAL ASSOCIATION OF SOCIAL WORKERS FOUNDATION
750 FIRST STREET NE SUITE 800WASHINGTONDC20002501(C)3MEETING THE NEEDS OF IOWANS THROUGHOUT THE SERVICES OF PROFESSIONAL SOCIAL WORKERS$49,324
NORTHWEST COLORADO HEALTH
940 CENTRAL PARK DRIVE SUITE 101STEAMBOAT SPRINGSCO80487501(C)3COMPLEX CASE MANAGEMENT$25,000
OKLAHOMA DENTAL FOUNDATION
317 NE 13TH STREETOKLAHOMA CITYOK73104501(C)3CREATING SKILLED AND COMPASSIONATE DENTISTS$50,000
OKLAHOMA STATE PARK FOUNDATION
900 NORTH STILESOKLAHOMA CITYOK73104501(C)3HEART HEALTHY TRIALS$6,500
ON WITH LIFE
715 SW ANKENY ROADANKENYIA50023501(C)3COMPLEX CONCUSSION CLINIC$50,000
OTERO JUNIOR COLLEGE
1902 COLORADO AVENUELA JUNTACO81050501(C)3MEDICAL LABORATORY EDUCATIONAL OUTREACH PROGRAM$25,000
PEAK MILITARY CARE NETWORK
1257 LAKE PLAZA DRIVECOLORADO SPRINGSCO80906501(C)3CARE COORDINATION$25,000
PREVENT CHILD ABUSE IOWA
2704 FLEUR DRIVE SUITE 200DES MOINESIA50321501(C)3HEALTHY FAMILIES AMERICA - IOWA MULTI-SITE SYSTEM$29,012
RED ROCKS COMMUNITY COLLEGE FOUNDATION
13300 WEST 6TH AVENUE BOX 1LAKEWOODCO80228501(C)3INTERPROFESSIONAL TRAINING FOR PRIMARY CARE PROVIDERS VIA A SAFETY NET CLINIC$24,919
RUSH COPLEY FOUNDATION
2000 OGDEN AVENUEAURORAIL60504501(C)3HEALTH EQUITY PARTNERSHIP FOR FOOD HUB READINESS$49,982
SOUTHEAST HEALTH GROUP
711 BARNES AVENUELA JUNTACO81050501(C)3COMMUNITY CROSS-TRAINING PROGRAM$25,000
SOUTHERN PLAINS TRIBAL HEALTH BOARD
9705 NORTH BROADWAY EXTENSIONOKLAHOMA CITYOK73114501(C)3AMERICAN INDIAN HEALTH INITIATIVE$50,000
TRINITY COLLEGE OF NURSING AND HEALTH SCIENCES
2122 25TH AVENUEROCK ISLANDIL61201501(C)3HELPING AT-RISK STUDENTS SUCCEED IN THEIR HEALTHCARE EDUCATION$16,725
UNIVERSITY OF IOWA
UNIVERSITY OF IOWA DIVISION OFIOWA CITYIA52242501(C)3SONOGRAPHER TRAINING FOR TELEMEDICINE FOR HIGH-RISK PREGNANCIES$21,195SPONSORED PROGRAMS 2 GILMORE HALL
UNIVERSITY OF IOWA PUBLIC POLICY CENTER
UNIVERSITY OF IOWA DIVISION OFIOWA CITYIA52242501(C)3EXAMINATION OF DENTAL HYGIENE WORKFORCE CAPACITY IN IOWA AND IMPLICATIONS FOR ACCESS TO CARE FOR THE UNDERSERVED$50,000SPONSORED PROGRAMS 2 GILMORE HALL
UNIVERSITY OF TULSA-INSTITUTE FOR HEALTH CARE DELIVERY SCIENCE
1215 SOUTH BOULDER AVENUE SUITE 541TULSAOK74119501(C)3INSTITUTE FOR HEALTH CARE DELIVERY SCIENCES SCHOLARSHIP$22,500
CLAY COUNTY HOSPITAL
911 STACY BURK DRIVEFLORAIL62839501(C)3REFUND OF BEHAVIORAL HEALTH VIA TELEPSYCH-$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,413,929TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$124,247ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$816,284ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$811,352ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,751,883ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,751,883TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$6,930Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,202DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSFMV$13,022,034$13,022,034
EXCHANGE TRADED & CLOSED-END FUNDSFMV$7,144,028$7,144,028
EQUITIESFMV$16,415,619$16,415,619
CORPORATE FIXED INCOME FUNDSFMV$1,305,656$1,305,656
GOVERNMENT SECURITIESFMV$3,038,354$3,038,354

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$380LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$340DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISCELLANEOUS$3,697$0$3,309
ADMINISTRATIVE SERVICES$28,800$0$25,776
INSURANCE$27,673$0$24,767
INVESTMENT FEES$258,898$258,898$0
OFFICE EXPENSES$2,001$0$1,791
OTHER PROGRAM SERVICES$2,962$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/(LOSS) ON INVESTMENTSDesc
Amt$4,011,429Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL SERVICESCategoryTxt
Amt$50,380Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$45,090DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT INCOME TAX$17,900$0$0
PENALTIES$0$0$0
PAYROLL TAXES$9,438$0$8,447

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