Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Mid-Iowa Health Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)3900 Ingersoll Ave No 104
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Des Moines, IA503123535
A Employer identification number

42-1235348
B Telephone number (see instructions)

(515) 277-6411
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$18,153,607J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 39,112
2 Check bullet.............
3 Interest on savings and temporary cash investments 548 548  
4 Dividends and interest from securities... 330,366 330,366  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,056,728
b Gross sales price for all assets on line 6a 13,518,813
7 Capital gain net income (from Part IV, line 2)... 1,056,728
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,426,754 1,387,642  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 125,172 10,014   115,158
14 Other employee salaries and wages...... 91,249 0   91,249
15 Pension plans, employee benefits....... 42,715 1,361   41,354
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 15,600 0   15,600
c Other professional fees (attach schedule).... Click to see attachment 119,399 70,908   48,491
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 22,458 4,374   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 14,582 0   14,582
21 Travel, conferences, and meetings....... 37,564 0   37,564
22 Printing and publications.......... 15,751 0   15,751
23 Other expenses (attach schedule)....... Click to see attachment 38,608 0   28,306
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 523,098 86,657   408,055
25 Contributions, gifts, grants paid....... 637,846 644,190
26 Total expenses and disbursements. Add lines 24 and 25 1,160,944 86,657   1,052,245
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 265,810
b Net investment income (if negative, enter -0-) 1,300,985
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............   40,076 40,076
2 Savings and temporary cash investments......... 366,940 430,990 430,990
3 Accounts receivable bullet1,158
Less: allowance for doubtful accounts bullet     1,158  
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 12,785 2,400 2,400
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 11,601,798 Click to see attachment12,847,997 12,847,997
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,157,373 Click to see attachment4,832,144 4,832,144
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,138,896 18,154,765 18,153,607
Liabilities 17 Accounts payable and accrued expenses.......... 16,466 21,211
18 Grants payable................. 84,340 77,996
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment21,700 Click to see attachment32,000
23 Total liabilities (add lines 17 through 22)......... 122,506 131,207
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 17,016,390 18,023,558
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 17,016,390 18,023,558
30 Total liabilities and net assets/fund balances (see instructions). 17,138,896 18,154,765
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
17,016,390
2
Enter amount from Part I, line 27a .....................
2
265,810
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
741,358
4
Add lines 1, 2, and 3 ..........................
4
18,023,558
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
18,023,558
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly Traded Securities/Funds      
b Capital Gains Dividends P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 13,506,669   12,462,085 1,044,584
b 12,144     12,144
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,044,584
b       12,144
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,056,728
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 18,084
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 18,084
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 18,084
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 13,360
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,724
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,084
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 60
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 60
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.midiowahealth.org
    14
    The books are in care ofbulletSuzanne Mineck Telephone no.bullet (515) 277-6411

    Located atbullet3900 Ingersoll Ave Suite 104Des MoinesIA ZIP+4bullet503123535
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Kelly Grossman Director
    1.00     		0 0 0
    3900 Ingersoll Avenue Ste 104
    Des Moines,IA50312
    Rob Barron Director
    1.00     		0 0 0
    3900 Ingersoll Avenue Ste 104
    Des Moines,IA50312
    Hayley L Harvey Director
    1.00     		0 0 0
    3900 Ingersoll Avenue Ste 104
    Des Moines,IA50312
    Joseph Jones Secretary-Treasurer
    1.00     		0 0 0
    3900 Ingersoll Avenue Ste 104
    Des Moines,IA50312
    Libby Jacobs Chair
    1.00     		0 0 0
    3900 Ingersoll Avenue Ste 104
    Des Moines,IA50312
    Buck Olsen Director
    1.00     		0 0 0
    3900 Ingersoll Avenue Ste 104
    Des Moines,IA50312
    Tammy Gentry Director
    1.00     		0 0 0
    3900 Ingersoll Avenue Ste 104
    Des Moines,IA50312
    Judith Vogel Director
    1.00     		0 0 0
    3900 Ingersoll Avenue Ste 104
    Des Moines,IA50312
    Suzanne Mineck President
    40.00     		128,772 8,909 0
    3900 Ingersoll Avenue Ste 104
    Des Moines,IA50312
    Izaah Knox Director
    1.00     		0 0 0
    3900 Ingersoll Avenue Ste 104
    Des Moines,IA50312
    Chris Cook Vice Chair
    1.00     		0 0 0
    3900 Ingersoll Avenue Ste 104
    Des Moines,IA50312
    Carrie Clogg Director
    1.00     		0 0 0
    3900 Ingersoll Avenue Ste 104
    Des Moines,IA50312
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    Denise Swartz Program Officer
    40.00     		94,849 6,640 0
    3900 Ingersoll Avenue Ste 104
    Des Moines,IA50312
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    15,714,314
    b
    Average of monthly cash balances.......................
    1b
    386,599
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,100,913
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    16,100,913
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    241,514
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    15,859,399
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    792,970
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    792,970
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    18,084
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    18,084
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    774,886
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    774,886
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    774,886
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,052,245
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,052,245
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,052,245
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 774,886
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 62,190
    b From 2016...... 115,461
    c From 2017...... 257,589
    d From 2018...... 132,787
    e From 2019...... 413,257
    fTotal of lines 3a through e........ 981,284
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,052,245
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 774,886
    e Remaining amount distributed out of corpus 277,359
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,258,643
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		62,190
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,196,453
    10 Analysis of line 9:
    a Excess from 2016.... 115,461
    b Excess from 2017.... 257,589
    c Excess from 2018.... 132,787
    d Excess from 2019.... 413,257
    e Excess from 2020.... 277,359
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Suzanne Mineck
    3900 Ingersoll Ave Suite 104
    Des Moines,IA503123535
    (515) 277-6411
    bThe form in which applications should be submitted and information and materials they should include:
    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.
    cAny submission deadlines:
    See the website for application deadlines.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMOS Institute of Public Life
    3829 Grand Ave
    Des Moines,IA50312     		  PC Civic Acadamy 35,000
    ArtForce Iowa
    900 Mulberry St
    Des Moines,IA50309     		  PC #Knowjustice: Know History 13,333
    Blank Children's Hospital
    1200 Pleasant Street
    Des Moines,IA50309     		  PC Improve children's mental health and well being in Iowa 3,333
    Bravo Greater Des Moines
    801 Grand Ave Ste 250
    Des Moines,IA50309     		  PC Arts and social impact pilot project 6,500
    Child and Family Policy Center
    505 Fifth Ave Ste 404
    Des Moines,IA50309     		  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,IA50314     		  PC Engage thought leaders & leadership teams to prepare for Family First 50,000
    CommonBond Communities
    1401 Center St
    Des Moines,IA50314     		  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,IA50309     		  POF Disaster recovery - COVID-19 25,000
    Community Youth Concepts
    1446 Martin Luther King Jr Pkwy
    Des Moines,IA50314     		  PC uVoice 26,500
    Dental Connections Inc
    1111 9th St
    Des Moines,IA50314     		  PC COVID-19 emergency safety net grant 15,000
    Des Moines Area Religious Council
    1435 Mulberry St
    Des Moines,IA50309     		  PC COVID-19 emergency safety net grant 10,000
    Des Moines University
    3200 Grand Ave
    Des Moines,IA50312     		  PC Enhance culturally, socially responsive health care 30,434
    Drake University
    2507 University Ave
    Des Moines,IA50311     		  PC Program sponsorship 2,500
    Eat Greater Des Moines
    501 SW 7th St Ste G2
    Des Moines,IA50309     		  PC Expand access to healthy food through systemic collaboration & innovation 3,334
    EveryStep
    1111 9th St Ste 320
    Des Moines,IA50309     		  PC COVID-19 emergency safety net grant 10,000
    EveryStep
    1111 Ninth St Ste 320
    Des Moines,IA50314     		  PC Prenatal family engagement project, Nine2Thrive 3,334
    Food Bank of Iowa
    2220 E 17th St
    Des Moines,IA50316     		  PC COVID-19 emergency safety net grant 10,000
    Foundations Inc
    701 East Gate Drive Suite 300
    Mt Laurel,NJ08054     		  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,IA50310     		  PC Holistic Parental Engagement in Central Iowa African Community create an empowerment ecosystem. 10,000
    Healthy Birth Day Inc
    PO Box 71093
    Clive,IA50325     		  PC Reducing racial disparities that persist in birth outcomes 3,334
    Iowa ACEs 360
    PO Box 8301
    Des Moines,IA50301     		  PC Continuum of helath systems change: prenatal to children's service systems 3,333
    Iowa ACEs 360
    PO Box 8301
    Des Moines,IA50301     		  PC Trauma Informed Supervision Planning and Development Initiative 10,000
    Iowa ACEs 360
    PO Box 8301
    Des Moines,IA50301     		  PC Sesame Street In Communities Implementation Plan 35,000
    Iowa Center for Children's Justice
    501 SW 7th St Ste G
    Des Moines,IA50309     		  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,IA50266     		  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,IA50309     		  PC Make it OK 10,000
    Iowa Homeless Youth Centers
    612 Locust St
    Des Moines,IA50309     		  PC Meals at IHYC 700
    Iowa Public Health Association
    501 SW 7th St Ste G
    Des Moines,IA50309     		  PC Vaccination partners advocacy network 3,334
    Iowa Public Health Association
    501 SW 7th St Ste G
    Des Moines,IA50309     		  PC IPHA Conference 1,500
    Iowa Public Radio
    2111 Grand Ave Ste 100
    Des Moines,IA50312     		  PC Full Time Health Reporter 60,000
    Latinas Latinos Al Exito Inc
    PO Box 93531
    Des Moines,IA50393     		  PC Improving lives of Latino youth 3,333
    Latinas Latinos Al Exito Inc
    PO Box 93531
    Des Moines,IA50393     		  PC The Latinex project 25,000
    Latinas Latinos Al Exito Inc
    PO Box 93531
    Des Moines,IA50393     		  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,IA50312     		  PC Judge Witt memorial 500
    Mercy Hospital Medical Foundation
    411 Laurel St Ste 2250
    Des Moines,IA50314     		  PC Pediatric community health worker 24,340
    NAMI Greater Des Moines
    511 East 6th St Ste B
    Des Moines,IA50309     		  PC Community education program 250
    NAMI Iowa
    3839 Merle Hay Road Ste 229
    Des Moines,IA50310     		  PC Hope as healthcare 20,800
    Orchard Place
    2116 Grand Avenue
    Des Moines,IA50312     		  PC Program sponsorship 7,500
    Orchard Place
    2116 Grand Avenue
    Des Moines,IA50312     		  PC COVID-19 Emergency Safety Net Grant 10,000
    Please Pass the Love
    PO Box 93873
    Des Moines,IA50393     		  PC Comprehensive school mental health 10,000
    Please Pass the Love
    PO Box 93873
    Des Moines,IA50393     		  PC COVID-19 Emergency Safety Net Grant 6,000
    Polk County Continuum of Care
    505 5th Ave Ste 1000
    Des Moines,IA50309     		  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,IA50314     		  GOV Equitable vaccination initiative 10,000
    Polk County Housing Trust Fund
    505 5th Ave Ste 1000
    Des Moines,IA50309     		  PC Justice center project 10,000
    Primary Health Care Inc
    1200 University Ave Ste 200
    Des Moines,IA50314     		  PC Community health worker integration in Monroe Elementary School 3,333
    Primary Health Care Inc
    1200 University Ave Ste 200
    Des Moines,IA50314     		  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,IA50314     		  PC COVID-19 Emergency Safety Net Grant 20,000
    Proteus Inc
    1221 Center St Ste 16
    Des Moines,IA50309     		  PC Care coordination for farmworker families 3,333
    Proteus Inc
    1221 Center St Ste 16
    Des Moines,IA50309     		  PC Central Iowa Immigrant Community Support Fund 10,000
    Science Center of Iowa
    401 West Martin Luther King Jr Pkwy
    Des Moines,IA50309     		  PC Science Behind the News: Viruses Exhibition and Educational Programming. 2,500
    Street Collective
    506 E 6th St
    Des Moines,IA50309     		  PC Increase physical activity & safer streets - encourage walking, biking 3,333
    United Way of Central Iowa
    1111 Ninth St Ste 100
    Des Moines,IA50314     		  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,IA50314     		  PC 21 day equity challenge 2,500
    United Way of Story County
    315 Clark Ave
    Ames,IA50010     		  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,IA50309     		  PC COVID-19 Emergency Safety Net Grant 10,000
    Youth Policy Institute of Iowa
    6200 Aurora Ste 206E
    Des Moines,IA50322     		  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
    Total .................................bullet 3a 644,190
    bApproved for future payment
    Des Moines University
    3200 Grand Ave
    Des Moines,IA50312     		  PC Enhance culturally, socially responsive health care 62,996
    Polk County Health Department
    1907 Carpenter Ave
    Des Moines,IA50314     		  GOV Equitable vaccination initiative 15,000
    Total .................................bullet 3b 77,996
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 548  
    4 Dividends and interest from securities....     14 330,366  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,056,728  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,387,642 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,387,642
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    Mid-Iowa Health Foundation
     
    Employer identification number

    42-1235348
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    Mid-Iowa Health Foundation
          		Employer identification number
    42-1235348
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Small Business Administration
     
    409 3rd St SW
     
    Washington, DC20416

    		$ 39,112


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    Mid-Iowa Health Foundation
          		Employer identification number

    42-1235348
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    Mid-Iowa Health Foundation
          		Employer identification number

    42-1235348
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    Mid-Iowa Health Foundation
    EIN:
    42-1235348
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting and tax services 15,600 0   15,600

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Mid-Iowa Health Foundation
    EIN:
    42-1235348
    Name of Stock End of Year Book Value End of Year Fair Market Value
    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

    TY 2020 InvestmentsOtherSchedule2
    Name:
    Mid-Iowa Health Foundation
    EIN:
    42-1235348
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    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

    TY 2020 OtherExpensesSchedule
    Name:
    Mid-Iowa Health Foundation
    EIN:
    42-1235348
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    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


    TY 2020 OtherIncreasesSchedule
    Name:
    Mid-Iowa Health Foundation
    EIN:
    42-1235348
    Description Amount
    Unrealized Gains (losses) on Investments 741,358


    TY 2020 OtherLiabilitiesSchedule
    Name:
    Mid-Iowa Health Foundation
    EIN:
    42-1235348
    Description Beginning of Year - Book Value End of Year - Book Value
    Deferred Federal Excise Tax 21,700 32,000


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Mid-Iowa Health Foundation
    EIN:
    42-1235348
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Consulting 48,491 0   48,491
    Investment fees 70,908 70,908   0


    TY 2020 TaxesSchedule
    Name:
    Mid-Iowa Health Foundation
    EIN:
    42-1235348
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal Excise Tax 18,084 0   0
    Foreign taxes 4,374 4,374   0