Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
TELLIGEN COMMUNITY INITIATIVE
 
Number and street (or P.O. box number if mail is not delivered to street address)1776 WEST LAKES PARKWAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST DES MOINES, IA50266
A Employer identification number

20-2017785
B Telephone number (see instructions)

(515) 222-2428
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$38,125,445J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 106,598 106,598  
4 Dividends and interest from securities... 1,181,869 1,181,869  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -148,231
b Gross sales price for all assets on line 6a 7,919,740
7 Capital gain net income (from Part IV, line 2)... 0
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........ 1,140,236 1,288,467  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 145,424 0   130,154
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 31,484 0   28,178
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,700 0   5,997
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
45,244 0   40,493
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
27,104 0   11,094
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,221 0   3,778
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
307,412 230,241   66,384
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 567,589 230,241   286,078
25 Contributions, gifts, grants paid....... 2,049,420 2,049,420
26 Total expenses and disbursements. Add lines 24 and 25 2,617,009 230,241   2,335,498
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,476,773
b Net investment income (if negative, enter -0-) 1,058,226
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 429,390 108,820 108,820
2 Savings and temporary cash investments......... 588,528 476,975 476,975
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 47,601 15,307 15,307
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 35,650,783 Click to see attachment
List of Attached Documents:
// Content
37,240,879 		37,240,879
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
380,447 		Click to see attachment
List of Attached Documents:
// Content
283,464 		Click to see attachment
List of Attached Documents:
// Content
283,464
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 37,096,749 38,125,445 38,125,445
Liabilities 17 Accounts payable and accrued expenses.......... 4,004  
18 Grants payable.................    
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
380,447 		Click to see attachment
List of Attached Documents:
// Content
284,975
23 Total liabilities (add lines 17 through 22)......... 384,451 284,975
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 36,712,298 37,840,470
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 36,712,298 37,840,470
30 Total liabilities and net assets/fund balances (see instructions). 37,096,749 38,125,445
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
36,712,298
2
Enter amount from Part I, line 27a .....................
2
-1,476,773
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,604,945
4
Add lines 1, 2, and 3 ..........................
4
37,840,470
5
Decreases not included in line 2 (itemize) right arrow
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
37,840,470
Form 990-PF (2023)
Form 990-PF (2023)
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 MORGAN STANLEY #4045 - SHORT TERM      
b MORGAN STANLEY #4045 - LONG TERM      
c MORGAN STANLEY #3829 - LONG-TERM      
d CAPITAL GAINS DIVIDENDS P    
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 1,794,749   1,840,325 -45,576
b 5,927,234   6,078,399 -151,165
c 171,133   149,247 21,886
d 26,624     26,624
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       -45,576
b       -151,165
c       21,886
d       26,624
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 -148,231
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
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 right arrow 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) 1 14,709
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 14,709
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 14,709
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 15,920
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,920
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,211
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,211 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIA
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowHTTPS://TELLIGENCI.ORG/
14
The books are in care ofright arrowTELLIGEN COMMUNITY INITIATIVE Telephone no.right arrow (515) 222-2428

Located atright arrow1776 WEST LAKES PARKWAYWEST DES MOINESIA ZIP+4right arrow50266
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
MATT MCGARVEY EXECUTIVE DIRECTOR
40.00 		145,424 31,484 0
1776 WEST LAKES PARKWAY
WEST DES MOINES,IA50266
PAMELA BALLOU-NELSON PHD PRESIDENT
1.00 		0 0 0
1776 WEST LAKES PARKWAY
WEST DES MOINES,IA50266
RIED BOOM MD DIRECTOR
1.00 		0 0 0
1776 WEST LAKES PARKWAY
WEST DES MOINES,IA50266
MICHELE DRUKER TREASURER
1.00 		0 0 0
1776 WEST LAKES PARKWAY
WEST DES MOINES,IA50266
KIM DOWNS DIRECTOR
1.00 		0 0 0
1776 WEST LAKES PARKWAY
WEST DES MOINES,IA50266
JABRAAN PASHA MD DIRECTOR
1.00 		0 0 0
1776 WEST LAKES PARKWAY
WEST DES MOINES,IA50266
KATHY SCHNEIDER PHD DIRECTOR
1.00 		0 0 0
1776 WEST LAKES PARKWAY
WEST DES MOINES,IA50266
ALLYSON GOTTSMAN DIRECTOR
1.00 		0 0 0
1776 WEST LAKES PARKWAY
WEST DES MOINES,IA50266
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 GRANTMAKING TO OTHER CHARITABLE ORGANIZATIONS 0
2  
3  
4  
Part VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
36,727,282
b
Average of monthly cash balances.......................
1b
521,737
c
Fair market value of all other assets (see instructions)................
1c
5,589
d
Total (add lines 1a, b, and c).........................
1d
37,254,608
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
37,254,608
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
558,819
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
36,695,789
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,834,789
Part X
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 IX, line 6..................
1
1,834,789
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
14,709
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,709
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,820,080
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,820,080
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 XII, line 1 ...
7
1,820,080
Part XI
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
2,335,498
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
2,335,498
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,820,080
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 50,599
b From 2019...... 80,222
c From 2020...... 308,918
d From 2021...... 209,775
e From 2022...... 578,259
f Total of lines 3a through e ........ 1,227,773
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,335,498
a Applied to 2022, 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 2023 distributable amount..... 1,820,080
e Remaining amount distributed out of corpus 515,418
5 Excess distributions carryover applied to 2023. 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 1,743,191
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		50,599
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,692,592
10 Analysis of line 9:
a Excess from 2019.... 80,222
b Excess from 2020.... 308,918
c Excess from 2021.... 209,775
d Excess from 2022.... 578,259
e Excess from 2023.... 515,418
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

TELLIGEN COMMUNITY INITIATIVE SYNERGY CENTER (SHARED OFFICE SPACE - HUBBELL

501 SW 7TH STREET
DES MOINES,IA50309 		  501(C)3 WE PROPOSE TO INTENTIONALLY CREATE A CAREFULLY SELECTED GROUP OF EMERGING HEALTH AND HUMAN SERVICE NONPROFITS AND INNOVATORS INTO A SHARED OR POOLED OFFICE SETTING WITH THE INTENTION OF HELPING THEM NURTURE AND GROW THEIR ORGANIZATIONAL CAPACITY. WE WOULD PROVIDE THEM WITH WORKSTATIONS, MEETING ROOMS AND A LARGE EVENT/CONFERENCE ROOM AS WELL AS TECHNOLOGY, TELECOMMUNICATIONS, MAINTENANCE AND SECURITY AT NO COST FOR A PERIOD OF TIME AS THEY AND THEIR WORK EMERGE. IN ADDITION, NONPROFIT GROUPS IN SYNERGY CENTER CAN RECEIVE ASSISTANCE AS WELL AS STRATEGIC CONSULTING ON MARKETING, FUNDRAISING, BOARD DEVELOPMENT, FISCAL MANAGEMENT AND HUMAN RESOURCES ISSUES. NONPROFIT PARTICIPANTS WOULD BE ENVISIONED TO BENEFIT FROM SYNERGY CENTER PARTICIPATION WITH A STRONGER CAPACITY TO SERVE ITS TARGETED POPULATION AND HEALTH MISSION. 135,029

CPC COMMUNITY HEALTH

2115 NORTH SCRANTON STREET SUITE
2040
AURORA,CO80045 		  501(C)3 WE ARE PROPOSING TO DEVELOP A MENTAL HEALTH CURRICULUM FOR COMMUNITY HEALTH WORKERS (CHW) THAT BUILDS UPON AND DISSEMINATES OUR EXPERIENCES AND LESSONS LEARNED INTEGRATING MENTAL HEALTH INTERVENTIONS INTO CHW-LED PROGRAMS TO HELP ADDRESS HEALTH INEQUITIES AND FURTHER ADVANCE THIS IMPORTANT CAREER. 61,235

OKLAHOMA CHRISTIAN UNIVERSITY

PO BOX 11000
OKLAHOMA CITY,OK73136 		  501(C)3 IN 2020, OC OFFERED A COHORT OF 20 HEALTHCARE WORKERS A WAY OUT OF LOW-LEVEL JOBS THROUGH ONLINE COURSES, ALLOWING STUDENTS TO REMAIN EMPLOYED WHILE WORKING ON A NURSING DEGREE. TODAY WITH 330 STUDENTS ENROLLED, WE SEEK FUNDING FOR A PROGRAM DIRECTOR, MARKETING MATERIALS AND REFRESHING OF COURSES. 74,500

UNIVERSITY OF TULSA

800 SOUTH TUCKER DRIVE
TULSA,OK74104 		  501(C)3 STUDENTS REACHING EXCELLENCE THROUGH COLLABORATION WITH HIGHER ED (STRETCHED) IS A PROGRAM FOR HIGH-SCHOOL STUDENTS DESIGNED TO SPARK INTEREST IN HEALTHCARE CAREERS. WITH THIS PROPOSAL, WE HOPE TO SECURE FUNDING TO DEVELOP THE PROGRAM, EXPANDING OFFERINGS INTO THE FULL FOUR YEARS OF HIGH SCHOOL. 73,019

IOWA CAREGIVERS

939 OFFICE PARK RD SUITE 332
WEST DES MOINES,IA50265 		  501(C)3 IOWA CAREGIVERS(IC), AS PART OF ITS NEW 3-YEAR STRATEGIC PLAN FRAMEWORK, WILL PILOT A MORE STRUCTURED AND BRANDED SELF-CARE PROGRAM FOR DIRECT CARE WORKERS (DCWS), AND COLLABORATE WITH PARTNERS TO INCLUDE COMMUNITY HEALTH WORKERS, AND PUBLIC HEALTH WORKERS TO REDUCE BURNOUT. 75,000

NATIONAL RESOURCE CENTER ON FAMILY CENTERED PRACTICE - UNIVERSITY OF IOWA S

UNIVERSITY RESEARCH PARK - 2662
CROSSPARK ROAD ROOM 162
CORALVILLE,IA52241 		  501(C)3 TO SUPPORT AND GROW A SKILLED, INTEGRATED AND RECOVERY-ORIENTED PEER WORKFORCE, WE MUST UNDERSTAND PEER AND EMPLOYER CHALLENGES IN DIVERSE COMMUNITIES IN IOWA. WE WILL USE STUDY FINDINGS TO DEVELOP CURRICULA, WRITE A TA STRATEGIC PLAN, AND BROADLY DISSEMINATE A BEST PRACTICES PEER SUPERVISION GUIDE. 75,000

PROMISE COMMUNITY HEALTH CENTER

33 4TH STREET NW
SIOUX CENTER,IA51250 		  501(C)3 PROMISE COMMUNITY HEALTH CENTER WILL ASSIST LICENSED THERAPISTS FROM UNDERREPRESENTED BACKGROUNDS ADVANCE THEIR KNOWLEDGE AND SKILLS AND ACHIEVE INDEPENDENT LICENSURE, IMPROVING ACCESSIBILITY OF THERAPY SERVICES FOR HIGH-RISK PATIENT POPULATIONS. 75,000

MARIA DROSTE COUNSELING CENTER

1355 SOUTH COLORADO BLVD SUITE
C-100
DENVER,CO80222 		  501(C)3 FUNDING FROM TELLIGEN WILL ADVANCE MDCC'S BEHAVIORAL HEALTH WORKFORCE DEVELOPMENT PROGRAM THAT CREATIVELY SUPPORTS PROVIDERS ACROSS THE CAREER LIFESPAN THROUGH THE AGENCY'S SUCCESSFUL INTERNSHIP, FELLOWSHIP, CONTRACT, AND AFFILIATE PROVIDER PROGRAMS. 74,935

OU FOUNDATION

4502 EAST 41ST STREET
TULSA,OK74135 		  501(C)3 THE OU COLLEGE OF NURSING STUDENT SUCCESS CENTER AIDS IN WORKFORCE DEVELOPMENT BY PROVIDING INTERVENTION SERVICES FOR STUDENTS, SUCH AS TUTORING, GROUP STUDY SESSIONS, ACADEMIC COACHING, TIME MANAGEMENT AND STUDY SKILLS. THE PROGRAM AIMS TO SUCCESSFULLY TRANSITION FROM NURSE FORMATION TO PRACTICE. 75,000

SOUTHWESTERN AREA HEALTH EDUCATION CENTER

701 CAMINO DEL RIO SUITE 320
DURANGO,CO81301 		  501(C)3 SWCAHEC WILL CONTRIBUTE OVERSIGHT, COORDINATION AND TRAINING CONTENT RELATED TO WORKING WITH RURAL, UNDERSERVED AND TRIBAL COMMUNITIES. PROGRAM FOCUS WILL BE ON TRAINING NATIVE AMERICAN PARAPROFESSIONALS IN PRIMARY CARE TO SERVE DIVERSE COMMUNITY MEMBERS. 61,200

ERIE NEIGHBORHOOD HOUSE

1701 WEST SUPERIOR STREET
CHICAGO,IL60622 		  501(C)3 ERIE HOUSES PATHWAYS TO SUCCESS PROGRAM PROVIDES HOLISTIC AND CULTURALLY COMPETENT HEALTHCARE CAREER PREPARATION TO OVER 200 ADULTS FROM LOW-INCOME AND IMMIGRANT FAMILIES ACROSS COOK COUNTY. 75,000

OAI INC

180 NORTH WABASH AVENUE SUITE 750
CHICAGO,IL60601 		  501(C)3 PREPARE BLACK AND LATINX HEALTHCARE PROFESSIONALS TO ADVANCE ALONG A CAREER PATHWAY FROM CNA TO BS IN NURSING, ADVANCING RACIAL EQUITY AND HEALTH EQUITY BY BOOSTING THE REGION'S HEALTHCARE SYSTEM. BRINGING PROVIDERS TOGETHER ACROSS THE HEALTH SYSTEM TO ENSURE A SEAMLESS PATHWAY TO ADVANCEMENT. 75,000

CENTER FOR SPEECH & LANGUAGE DISORDERS

310 SOUTH MAIN STREET SUITE D
LOMBARD,IL60148 		  501(C)3 THERE IS A NATIONWIDE SHORTAGE OF SPEECH-LANGUAGE PATHOLOGISTS PLUS A LACK OF DIVERSITY IN THE SPEECH-LANGUAGE PATHOLOGY FIELD (CURRENTLY 92% WHITE). TO HELP DIVERSIFY THE FIELD, CHAT IS OFFERING A PAID SUMMER INTERNSHIP TO BIPOC ASPIRING SLPS TO GAIN NECESSARY EXPERIENCE FOR GRADUATE SCHOOL ENTRY. 24,750

COMMUNITYHEALTH

2611 WEST CHICAGO AVENUE
CHICAGO,IL60622 		  501(C)3 COMMUNITYHEALTH IS A FREE CLINIC SERVING LOW-INCOME, UNINSURED CHICAGOANS, MANY OF WHOM ARE IMMIGRANTS AND DO NOT SPEAK ENGLISH AS A FIRST LANGUAGE. IT'S ALSO A TRAINING GROUND FOR FUTURE HEALTH CARE PROFESSIONALS, ALLOWING THEM THE OPPORTUNITY TO WORK WITH THIS UNDERSERVED, UNIQUE POPULATION. 75,000

CATHERINE MCAULEY CENTER

1220 5TH AVENUE SE
CEDAR RAPIDS,IA52403 		  501(C)3 CMC WILL PROVIDE PROGRAMMING FOR REFUGEE FAMILIES THAT SUPPORTS PHYSICAL, SOCIAL, AND MENTAL HEALTH FOR CHILDREN AND FAMILIES, INCLUDING PRENATAL CLASSES FOR AFGHAN WOMEN, PARENT EDUCATION CLASSES FOR REFUGEE PARENTS AND GUARDIANS, AND YOUTH PROGRAMMING FOR REFUGEE MIDDLE AND HIGH SCHOOL YOUTH. 28,810

VISITING NURSE ASSOCIATION OF POTTAWATTAMIE COUNTY

12565 W CENTER ROAD
OMAHA,NE68144 		  501(C)3 VNAPC'S HOME- AND SHELTER-BASED PARENTING SUPPORT PROGRAMS STRENGTHEN HIGH-NEED, HIGH-PROMISE CHILDREN AND FAMILIES THROUGH A MULTIGENERATIONAL FOCUS ON MATERNAL AND CHILD HEALTH, PREVENTION OF ABUSE/NEGLECT, CHILD DEVELOPMENT AND SCHOOL READINESS, PARENTING SKILLS, AND FAMILY SELF-SUFFICIENCY. 20,505

LUTHERAN SERVICES IN IOWA

3125 COTTAGE GROVE AVENUE
DES MOINES,IA50311 		  501(C)3 LSI'S EARLY CHILDHOOD HOME VISITATION PROGRAMMING PROVIDES EVIDENCED-BASED AND LOCALLY-DESIGNED FAMILY SUPPORT/PARENT EDUCATION DESIGNED FOR AT-RISK PREGNANT WOMEN AND FAMILIES WITH CHILDREN AGES 0-5 IN ORDER TO PROMOTE POSITIVE CHILD DEVELOPMENT OUTCOMES AND SAFE, HEALTHY FAMILIES. 25,000

IOWA BLACK DOULA COLLECIVE

2713 W 44TH STREET
DAVENPORT,IA52806 		  501(C)3 IBDC IS IMPROVING BLACK MATERNAL AND CHILD HEALTH OUTCOMES IN IOWA THROUGH TARGETED INTEGRATIVE SERVICES, INCLUDING COMPREHENSIVE DOULA SUPPORT FOR PRENATAL CARE, BIRTH, BREASTFEEDING, AND POSTPARTUM HEALTH; CULTURALLY RESPONSIVE PARENTING GROUP SUPPORT; POSTPARTUM HEALTH RESOURCE AND REFERRAL. 63,200

FAMILY INC

3501 HARRY LANGDON BLVD STE 150
COUNCIL BLUFFS,IA51503 		  501(C)3 THE HEALTHY PREGNANCY PROGRAM (HPP) PROVIDES EDUCATION AND SUPPORT TO LOW-INCOME PREGNANT INDIVIDUALS TO ENSURE HEALTHY BABIES AND REDUCE MATERNAL MORTALITY AMIDST AN EVER-INCREASING MATERNITY CARE DESERT IN IOWA. 75,000

ELYSSA'S MISSION

900 SKOKIE BLVD STE 135
NORTHBROOK,IL60062 		  501(C)3 FUNDING WILL HELP PREVENT YOUTH SUICIDE AND UNIFY ILLINOIS SCHOOLS IN A COLLECTIVE SHIFT FROM STIGMA TO SUPPORT BY EXPANDING THE EVIDENCE-BASED HOPE SQUAD PROGRAM WHICH ORGANIZES PEER-NOMINATED SUPPORT TEAMS TRAINED BY ADVISORS TO IDENTIFY AND REACH OUT TO OTHERS EXHIBITING WARNING SIGNS OF SUICIDE. 51,215

SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION

109 CALIFORNIA STREET PO BOX 577
CARTERVILLE,IL62918 		  501(C)3 SHAWNEE HEALTH SERVICES (SH OR SHAWNEE) PROPOSES TO EXPAND OUR OBGYN CLINIC DOULA SERVICES TO REACH 200 EXPECTANT MOTHERS, PROVIDING THE EDUCATION AND SUPPORT NEEDED TO POSITIVELY AFFECT MATERNAL AND INFANT HEALTH OUTCOMES. 75,000

YOUTH CROSSROADS INC

6501 STANLEY AVENUE
BERWYN,IL60402 		  501(C)3 YOUTH CROSSROADS OFFERS A WORKFORCE DEVELOPMENT PROGRAM TO PROVIDE INTRODUCTORY TRAINING IN COMMUNITY HEALTH WORK AND YOUTH MENTAL HEALTH SERVICES TO HIGH SCHOOL STUDENTS AND YOUNG ADULTS (AGES 16-24) IN CHICAGO'S NEAR WEST SUBURBS, WHICH ARE 87% LOW-INCOME AND 84% 1ST AND 2ND GENERATION LATINA/O/X. 30,000

SIHF HEALTHCARE

2041 GOOSE LAKE ROAD
SAUGET,IL62206 		  501(C)3 SIHF HEALTHCARE, AN FQHC SERVING LOW-INCOME POPULATIONS ACROSS SOUTHERN ILLINOIS, SEEKS TO ESTABLISH SUSTAINABLE MEDICAL AND MENTAL HEALTH SERVICES AT SCHOOLS WHERE CHILDREN STRUGGLE DUE TO A LACK OF MEDICAL ACCESS CREATED BY LOW SOCIAL DETERMINANTS OF HEALTH THROUGH ONE-TIME, START-UP FUNDING. 50,000

CHILDREN'S HOME AND AID

200 W MONROE SUITE 2100
CHICAGO,IL60606 		  501(C)3 OUR DOULA PROGRAM IN ROCKFORD USES SPECIFICALLY TRAINED HOME VISITORS (DOULAS) WHO PROVIDE SUPPORT TO HIGH-RISK, YOUNG WOMEN BEFORE, DURING, AND AFTER PREGNANCY, IN ORDER TO REDUCE THE RISK OF CHILD ABUSE AND NEGLECT AND TO DEVELOP STRONG PARENT CHILD ATTACHMENTS AND HEALTHY FUTURES FOR FAMILIES. 75,000

HOPEHOUSE OKC

6608 NORTH WESTERN AVENUE PMB 178
OKLAHOMA CITY,OK73116 		  501(C)3 HOPEHOUSE OKC SUPPORTS FAMILIES FACING HOMELESSNESS WITH HOUSING, CASE MANAGEMENT, AND FAMILY-CENTERED PROGRAMS. THE HOPEKIDS PROGRAM FOCUSES ON WORKING WITH CHILDREN AND PARENTS, OFFERING AFTER-SCHOOL ACTIVITIES, PARENT-CHILD CLASSES, MENTORING, GROUP COUNSELING, AND TRAUMA-INFORMED TRAINING. 30,000

COMMUNITY ACTION PROJECT OF TULSA COUNTY

5300 E 31ST STREET SUITE 300
TULSA,OK74135 		  501(C)3 CAP TULSA IS SEEKING SUPPORT FOR THE HOME VISITING PROGRAM, WHICH OFFERS PERSONAL VISITS WHERE TRAINED PARENT EDUCATORS MEET ONE-ON-ONE WITH PARENTS AND CHILDREN IN THEIR HOMES. THE FOCUS OF THESE VISITS IS PARENT-CHILD INTERACTION, DEVELOPMENT-CENTERED PARENTING, AND FAMILY WELL-BEING. 75,000

UNITED KEETOOWAH BAND OF CHEROKEE INDIANS IN OKLAHOMA

PO BOX 746
TAHLEQUAH,OK74465 		  501(C)3 THE UKB PACE ADVOCATE INITIATIVE WILL SERVE APPROXIMATELY 150 TRIBAL MEMBERS WITHIN THE UNITED KEETOOWAH BAND OF CHEROKEE INDIANS' 14 COUNTY TRIBAL JURISDICTIONAL BOUNDARIES IN NORTHEASTERN OKLAHOMA, COORDINATING TRIBAL AND EXTERNAL SERVICES TO DIRECTLY ADDRESS ACES AMONG UKB CHILDREN AND FAMILIES. 74,079

DOMESTIC VIOLENCE INTERVENTION SERVICES INC

3124 E APACHE ST
TULSA,OK74110 		  501(C)3 DVIS PROPOSES TO ESTABLISH A CARING DADS PROGRAM, AN EVIDENCE-BASED INTERVENTION CURRICULUM FOR FATHERS WHO HAVE PERPETRATED VIOLENCE IN THEIR FAMILIES. THIS WILL CHANGE OUR CURRENT COUNSELING PRACTICES TO BETTER INCLUDE FATHERS IN ORDER TO ENHANCE THEIR CHILDREN'S SAFETY AND WELL-BEING. 75,000

COLORADO PERINATAL CARE QUALITY COLLABORATIVE

820 S MONACO PKWY BOX 161
DENVER,CO80224 		  501(C)3 FIRST STRATEGICALLY INTEGRATES PREGNANT/POSTPARTUM PEOPLE AND FAMILIES WITH LIVED EXPERIENCE INTO EVERY LEVEL OF MATERNAL-INFANT CARE IN COLORADO HEALTHCARE FACILITIES AND COMMUNITIES TO ADDRESS ROOT CAUSES OF MATERNAL MORTALITY AND INCREASE ACCESS TO CULTURALLY-RELEVANT, SAFE, EQUITABLE CARE. 74,568

ENVISIONYOU

PO BOX 1980
DENVER,CO80201 		  501(C)3 WORKSHOPS THAT ENCOURAGE CAREGIVERS OF LGBTQ+ YOUTH TO CREATE ACCEPTING AND AFFIRMING ENVIRONMENTS AND ADVOCATE FOR THE SAFETY AND INCLUSION OF LGBTQ+ YOUTH. ADULT SUPPORT IS CRITICAL FOR LGBTQ+ YOUTH MENTAL HEALTH, SUICIDE PREVENTION, LIFELONG WELLBEING, AND FOSTERING HEALTHY RELATIONSHIPS. 69,875

CHILD ADVOCATES - DENVER CASA

1325 S COLORADO BLVD SUITE B-402
DENVER,CO80222 		  501(C)3 CHILD ADVOCATES - DENVER CASA REQUESTS $50,000 TO HELP ADDRESS THE GAP IN INDIVIDUALIZED SERVICES FOR OLDER YOUTH AS THEY PREPARE TO AGE OUT OF THE CHILD WELFARE SYSTEM IN DENVER BY PROVIDING A CASA VOLUNTEER OR MENTOR TO PARTICIPATING YOUTH IN THE OLDER YOUTH PROGRAM (OYP). 50,000

GYEDI PROJECT

9635 E MONTVIEW BLVD
AURORA,CO80010 		  501(C)3 THIS PROJECT AIMS TO USE AN INTERDISCIPLINARY TEAM OF BLACK PROFESSIONALS IN MEDICINE, PUBLIC HEALTH, PSYCHOLOGY, AND BEHAVIOR SCIENCE, IN COLLABORATION WITH COMMUNITY LEADERS TO ADDRESS THE GROWING INEQUITY IN MATERNAL HEALTH OUTCOMES THROUGH COMMUNITY AND INDIVIDUALIZED EDUCATION OF BLACK WOMEN. 75,000

WELLSPRING COMMUNITY

826 PARK STREET 200
CASTLE ROCK,CO80109 		  501(C)3 HONARARY GRANT FROM TCI TO WELLSPRING COMMUNITY FOR THE TCI BOARD OF DIRECTORS SERVICE OF PAM BALLOU-NELSON. THIS AWARD IS TO BE UTILIZED AT THE DISCRETION OF WELLSPRING COMMUNITY FOR EITHER THE HORITCULTURAL PROGRAM OR TUITION ASSISTANCE FUNDS. 2,500
Total .................................right arrow 3a 2,049,420
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		    14 106,598  
4 Dividends and interest from securities ....     14 1,181,869  
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 -148,231  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory     18    
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,140,236 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,140,236
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
TELLIGEN COMMUNITY INITIATIVE
EIN:
20-2017785
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 6,700 0   5,997

TY 2023 InvestmentsOtherSchedule2
Name:
TELLIGEN COMMUNITY INITIATIVE
EIN:
20-2017785
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MUTUAL FUNDS FMV 7,571,834 7,571,834
EXCHANGE TRADED & CLOSED-END FUNDS FMV 347,004 347,004
EQUITIES FMV 19,103,354 19,103,354
CORPORATE FIXED INCOME FUNDS FMV 1,065,692 1,065,692
GOVERNMENT SECURITIES FMV 2,014,416 2,014,416
ALTERNATIVE INVESTMENTS FMV 7,138,579 7,138,579

TY 2023 OtherAssetsSchedule
Name:
TELLIGEN COMMUNITY INITIATIVE
EIN:
20-2017785
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OPERATING LEASE RIGHT-OF-USE ASSET 380,447 283,464 283,464


TY 2023 OtherExpensesSchedule
Name:
TELLIGEN COMMUNITY INITIATIVE
EIN:
20-2017785
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS 5,126 0   4,588
ADMINISTRATIVE SERVICES 28,229 0   25,265
INSURANCE 16,230 0   14,526
INVESTMENT FEES 230,241 230,241   0
OFFICE EXPENSES 2,182 0   1,953
MANAGEMENT FEES 3,000 0   0
INFORMATION TECHNOLOGY 22,404 0   20,052


TY 2023 OtherIncreasesSchedule
Name:
TELLIGEN COMMUNITY INITIATIVE
EIN:
20-2017785
Description Amount
UNREALIZED GAIN/(LOSS) ON INVESTMENTS 2,604,945


TY 2023 OtherLiabilitiesSchedule
Name:
TELLIGEN COMMUNITY INITIATIVE
EIN:
20-2017785
Description Beginning of Year - Book Value End of Year - Book Value
OPERATING LEASE LIABILITY 380,447 284,975


TY 2023 OtherProfessionalFeesSchedule
Name:
TELLIGEN COMMUNITY INITIATIVE
EIN:
20-2017785
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL SERVICES 45,244 0   40,493


TY 2023 TaxesSchedule
Name:
TELLIGEN COMMUNITY INITIATIVE
EIN:
20-2017785
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 12,395 0   11,094
INVESTMENT INCOME TAX 14,709 0   0