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
MID-IOWA HEALTH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3900 INGERSOLL AVENUE SUITE 104
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DES MOINES, IA50312
A Employer identification number

42-1235348
B Telephone number (see instructions)

(515) 277-6411
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$17,860,010J 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) 4,304
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 380,625 380,625  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 60,898
b Gross sales price for all assets on line 6a 2,169,509
7 Capital gain net income (from Part IV, line 2)... 60,898
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........ 445,827 441,523 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 150,000 12,000 0 138,000
14 Other employee salaries and wages...... 101,153 889 0 100,264
15 Pension plans, employee benefits....... 55,064 840 0 55,904
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
795 0 0 795
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
24,650 0 0 24,650
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
157,426 72,013 0 85,413
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,036 595 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
2,854 0 2,854
20 Occupancy.............. 28,803 0 0 28,803
21 Travel, conferences, and meetings....... 6,629 0 0 6,629
22 Printing and publications.......... 195 0 0 195
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
124,878 0 0 124,878
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 657,483 86,337 2,854 565,531
25 Contributions, gifts, grants paid....... 424,202 1,163,395
26 Total expenses and disbursements. Add lines 24 and 25 1,081,685 86,337 2,854 1,728,926
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -635,858
b Net investment income (if negative, enter -0-) 355,186
c Adjusted net income (if negative, enter -0-)... 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............. 1,208,488 760,855 760,855
2 Savings and temporary cash investments......... 273,129 241,046 241,046
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................. 250,000 500 500
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.......... 1,395 1,411 1,411
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,023,010 Click to see attachment
List of Attached Documents:
// Content
10,706,290 		10,706,290
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).......... 5,992,816 Click to see attachment
List of Attached Documents:
// Content
6,121,505 		6,121,505
14 Land, buildings, and equipment: basis right arrow13,795
Less: accumulated depreciation (attach schedule) right arrow5,946 10,703 Click to see attachment
List of Attached Documents:
// Content
7,849 		7,849
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
24,995 		Click to see attachment
List of Attached Documents:
// Content
20,554 		Click to see attachment
List of Attached Documents:
// Content
20,554
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,784,536 17,860,010 17,860,010
Liabilities 17 Accounts payable and accrued expenses.......... 16,394 6,242
18 Grants payable................. 1,442,860 703,666
19 Deferred revenue.................   19,400
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 1,459,254 729,308
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........... 15,225,282 17,130,702
25 Net assets with donor restrictions............ 100,000 0
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)..... 15,325,282 17,130,702
30 Total liabilities and net assets/fund balances (see instructions). 16,784,536 17,860,010
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
15,325,282
2
Enter amount from Part I, line 27a .....................
2
-635,858
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,460,678
4
Add lines 1, 2, and 3 ..........................
4
17,150,102
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
19,400
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,130,702
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 STOCKS AND MUTUAL FUNDS P    
b
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 2,169,509   2,108,611 60,898
b
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       60,898
b
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 60,898
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 0
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 4,937
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 4,937
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 4,937
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 24,994
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 24,994
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 20,057
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow20,057 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 arrow
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 arrowWWW.MIDIOWAHEALTH.ORG
14
The books are in care ofright arrowDR NALO JOHNSON Telephone no.right arrow (515) 277-6411

Located atright arrow3900 INGERSOLL AVE SUITE 104DES MOINESIA ZIP+4right arrow50312
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)
Yes
 
(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
 
No
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
JOSEPH JONES CHAIR
1.00 		0 0 0
3900 INGERSOLL AVENUE STE 104
DES MOINES,IA50312
CARRIE CLOGG VICE-CHAIR
1.00 		0 0 0
3900 INGERSOLL AVENUE STE 104
DES MOINES,IA50312
BUCK OLSEN SECRETARY/TREASURER
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
CHRIS COOK DIRECTOR
1.00 		0 0 0
3900 INGERSOLL AVENUE STE 104
DES MOINES,IA50312
ANA COPPOLA 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
KELLY GROSSMAN DIRECTOR
1.00 		0 0 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
JUDITH A VOGEL DIRECTOR
1.00 		0 0 0
3900 INGERSOLL AVENUE STE 104
DES MOINES,IA50312
DANIEL ZINNEL DIRECTOR
1.00 		0 0 0
3900 INGERSOLL AVENUE STE 104
DES MOINES,IA50312
DR NALO JOHNSON PRESIDENT
40.00 		150,000 10,500 7,000
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 		101,153 7,081 7,000
3900 INGERSOLL AVE STE 104
DES MOINES,IA50312
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  
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
15,975,609
b
Average of monthly cash balances.......................
1b
1,184,239
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
17,159,848
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
17,159,848
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
257,398
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,902,450
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
845,123
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
845,123
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,937
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,937
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
840,186
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
840,186
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
840,186
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
1,728,926
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
1,728,926
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 7 840,186
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...... 132,787
b From 2019...... 413,257
c From 2020...... 277,359
d From 2021...... 1,154
e From 2022...... 319,365
f Total of lines 3a through e ........ 1,143,922
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,728,926
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..... 840,186
e Remaining amount distributed out of corpus 888,740
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 2,032,662
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) ... 		132,787
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,899,875
10 Analysis of line 9:
a Excess from 2019.... 413,257
b Excess from 2020.... 277,359
c Excess from 2021.... 1,154
d Excess from 2022.... 319,365
e Excess from 2023.... 888,740
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 e-mail address of the person to whom applications should be addressed:
MID-IOWA HEALTH FOUNDATION ADMINIST
3900 INGERSOLL AVE SUITE 104
DES MOINES,IA50312
(515) 277-6411
bThe form in which applications should be submitted and information and materials they should include:
MID-IOWA HEALTH FOUNDATION WANTS TO HEAR IDEAS FOR IMPROVING HEALTH AND SUPPORTING THRIVING COMMUNITIES THAT RELATE TO OUR GRANTMAKING PRIORITIES. BEFORE STARTING AN APPLICATION, PLEASE FAMILIARIZE YOURSELF WITH OUR STRATEGIC APPROACH BY REVIEWING OUR WEBSITE AT WWW.MIDIOWAHEALTH.ORG AND CONTACT OUR STAFF TO DISCUSS YOUR IDEA. STAFF WILL PROVIDE GUIDANCE TO HELP YOU DECIDE IF YOUR IDEA IS A GOOD MATCH FOR THE HEALTHCONNECT INNOVATION GRANT AND IF COMPLETING AN APPLICATION IS RECOMMENDED. APPLICATIONS ARE REVIEWED QUARTERLY. APPLICATION PROCESS AND REQUIRED INFORMATION CAN BE FOUND AT HTTPS://WWW.GRANTINTERFACE.COM/HOME/LOGON?URLKEY=MIHF.
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 (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

THE HARKIN INSTITUTE DRAKE UNIVERSITY

2800 UNIVERSITY AVE
DES MOINES,IA50311 		  PC WELLNESS SYMPOSIUM 2023 2,500

ORCHARD PLACE

2116 GRAND AVENUE
DES MOINES,IA50312 		  PC PROVIDING BALANCED, AFFIRMATIVE CARE WITH TRANSGENDER & GENDER DIVERSE YOUTH 1,500

TORI'S ANGELS FOUNDATION

PO BOX 186
PANORA,IA50216 		  PC IN MEMORY OF DR. TOM JESCHKE 300

COMMUNITY FOUNDATION OF GREATER DES MOINES

1915 GRAND AVE
DES MOINES,IA50309 		  PC MY CITY MY HEALTH DES MOINES 2023 3,100

IOWA ACES 360

501 SW 7TH ST
DES MOINES,IA50309 		  PC EXPANDING DISCOVERING CONNECTIONS 6,000

IOWA PUBLIC RADIO

2111 GRAND AVE STE 100
DES MOINES,IA50312 		  PC HEALTH REPORTING WITH IOWA PUBLIC RADIO 30,000

IOWA HEALTHIEST STATE INITIATIVE

301 GRAND AVENUE
DES MOINES,IA50309 		  PC IOWA PRODUCE PRESCRIPTION PROGRAM - BROADLAWNS 15,000

BY DEGREES FOUNDATION

PO BOX 41070
DES MOINES,IA50311 		  PC EXPAND FINANCIAL HEALTH AND WELLNESS IMPACT AT FINDLEY ELEMENTARY, HARDING MIDDLE, AND NORTH HIGH 25,000

UNITED WAY OF CENTRAL IOWA

1111 NINTH STREET SUITE 100
DES MOINES,IA50314 		  PC COMMUNITY YOUTH VIOLENCE PREVENTION 30,000

ORCHARD PLACE

2116 GRAND AVENUE
DES MOINES,IA50312 		  PC MIHF DIRECTOR DESIGNATED GRANT 500

OUR LADY OF THE AMERICAS CATHOLIC CHURCH POLK COUNTY IOWA

1271 E 9TH ST
DES MOINES,IA50316 		  PC CAFE CON EL PASTOR - ANA COPPOLA DIRECTOR DESIGNATED GRANT 500

IOWA DEPARTMENT OF PUBLIC HEALTH

321 E 12TH ST
DES MOINES,IA50319 		  PC IDPH TITLE V COMMUNITY-BASED DOULA PROJECT FOR AFRICAN AMERICAN/BLACK WOMEN 35,000

HEALTHY BIRTH DAY INC

501 SW 7TH ST
DES MOINES,IA50309 		  PC BRIDGING THE GAP: IMPROVING MATERNAL AND RURAL HEALTH SYMPOSIUM 2,500

COMMUNITY YOUTH CONCEPTS

1446 MARTIN LUTHER KING JR PARKWAY
DES MOINES,IA50314 		  PC UVOICE: YOUTH PHILANTHROPY BOARD 30,000

EASTERN IOWA COMMUNITY BOND PROJECT

PO BOX 3174
IOWA CITY,IA52244 		  PC DIRECTOR DESIGNATED GRANT 500

KNOCK AND DROP IOWA

PO BOX 8054
DES MOINES,IA50301 		  PC LA SALUD ES PRIORIDAD (HEALTH IS A PRIORITY) 3,000

HEALTHY BIRTH DAY INC

501 SW 7TH ST
DES MOINES,IA50309 		  PC MIHF DIRECTOR DESIGNATED GRANT - COUNT THE KICKS 500

ORCHARD PLACE

2116 GRAND AVENUE
DES MOINES,IA50312 		  PC TRAUMA INFORMED CARE CONFERENCE 1,500

LATINAS LATINOS AL EXITO INC (AL EXITO)

PO BOX 93531
DES MOINES,IA50393 		  PC THE IOWA LATINX PROJECT STRATEGIC CAPACITY IMPACT 60,000

THE DIRECTOR'S COUNCIL

1910 INGERSOLL AVE
DES MOINES,IA50309 		  PC ADVOCACY SUPPORT 20,000

BY DEGREES FOUNDATION

PO BOX 41070
DES MOINES,IA50311 		  PC EXPAND FINANCIAL HEALTH AND WELLNESS IMPACT AT FINDLEY ELEMENTARY, HARDING MIDDLE, AND NORTH HIGH 25,000

EVERYSTEP

3000 EASTON BLVD
DES MOINES,IA50317 		  PC HEALTHY HOMES 10,000

URBAN DREAMS

601 FOREST AVE
DES MOINES,IA50314 		  PC DIRECTOR DESIGNATED GRANT 500

B WELL FOUNDATION INC

900 KEO WAY SUITE 108
DES MOINES,IA50309 		  PC DIRECTOR DESIGNATED GRANT 500

LATINAS LATINOS AL EXITO INC (AL EXITO)

PO BOX 93531
DES MOINES,IA50393 		  PC CENTRAL IOWA BASIC INCOME PILOT PROGRAM 5,000

DISABILITY RIGHTS IOWA

666 WALNUT ST STE 1440
DES MOINES,IA50309 		  PC CENTRAL IOWA BASIC INCOME PILOT PROGRAM 13,000

EVERYSTEP

3000 EASTON BLVD
DES MOINES,IA50317 		  PC CENTRAL IOWA BASIC INCOME PILOT PROGRAM 30,000

THE HARKIN INSTITUTE DRAKE UNIVERSITY

2800 UNIVERSITY AVE
DES MOINES,IA50311 		  PC CENTRAL IOWA BASIC INCOME PILOT PROGRAM 31,802

CITY OF DES MOINES

400 ROBERT D RAY DR
DES MOINES,IA50309 		  GOV HUMAN RIGHTS SYMPOSIUM 1,000
Total .................................right arrow 3a 384,202
bApproved for future payment

THE DIRECTOR'S COUNCIL
1910 INGERSOLL AVE
DES MOINES,IA50309 		  PC ADVOCACY SUPPORT 40,000
Total ................................. right arrow 3b 40,000
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 ........... 		         
4 Dividends and interest from securities ....     03 380,625  
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 ............ 		    03 60,898  
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) .. 0 441,523 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
441,523
(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:
MID-IOWA HEALTH FOUNDATION
EIN:
42-1235348
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 24,650 0 0 24,650

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
MID-IOWA HEALTH FOUNDATION
EIN:
42-1235348
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
LEASEHOLD IMPROVEMENTS 2021-12-01 13,795 3,092 SL 5.000000000000 2,759 0 2,759  

TY 2023 InvestmentsCorpStockSchedule
Name:
MID-IOWA HEALTH FOUNDATION
EIN:
42-1235348
Name of Stock End of Year Book Value End of Year Fair Market Value
AIRBUS SE 37,760 37,760
AERCAP HLDGS NV 102,339 102,339
AIRBNB INC 42,612 42,612
ALLISON TRANSMISSION HOLDINGS INC 61,116 61,116
ALPHABET INC 143,462 143,462
AMAZON COM INC 200,409 200,409
AMERICAN TOWER CORP REIT 14,248 14,248
AMPHENOL CORP NEW 65,228 65,228
ANALOG DEVICES INC 56,788 56,788
ANHEUSER BUSCH INBEV 98,093 98,093
APPLE INC 175,780 175,780
APTARGROUP INC 55,876 55,876
ARMSTRONG WORLD INDUSTRIES 80,622 80,622
BALL CORP 43,428 43,428
BELLRING DISTRIBUTION 51,605 51,605
BROADCOM INC 37,953 37,953
BROWN-FORMAN CORP 33,746 33,746
CARMAX INC 50,648 50,648
CARRIER GLOBAL CORP 6,549 6,549
CBRE GROUP INC CLASS A 69,073 69,073
CHENIERE ENERGY INC NEW 86,721 86,721
CHURCHILL DOWNS INC 70,703 70,703
CINCINNATI FINCL CORP 45,833 45,833
COPART INC 83,300 83,300
CROWN CASTLE INC 94,341 94,341
DANAHER CORP 41,410 41,410
DISNEY WALT COMPANY 37,651 37,651
DOLLAR TREE SERVICES INC 77,275 77,275
EBAY INC 31,494 31,494
ELEVANCE HEALTH INC 47,628 47,628
ENTERGRIS INC 121,138 121,138
FIDELITY NATHIONAL INFORMATION SVCS 70,642 70,642
GENL DYNAMICS CORP 30,641 30,641
GILEAD SCIENCES INC. 51,117 51,117
GOLDMAN SACHS GROUP INC 64,809 64,809
GOLDMAN SACHS US LARGE CAP EQUITY ETF 1,038,289 1,038,289
HASBRO IN 42,431 42,431
INTUIT INC 54,378 54,378
ISHARES CORE MSCI EMERGING MKTS ETF 782,523 782,523
ISHARES CORE MSCI ETF 528,258 528,258
ISHARES CORE S&P 500 ETF 2,800,345 2,800,345
KEYSIGHT TECHS INC 71,591 71,591
KKR & CO INC 105,468 105,468
KLA CORP 61,618 61,618
LAMB WESTON HOLDINGS INC 89,066 89,066
LENNAR CORPORATION 116,400 116,400
LENNOX INTERNATIONAL 69,813 69,813
LIBERTY MEDIA CORP 62,751 62,751
LOCKHEED MARTIN CORP 44,418 44,418
LYONDELLBASELL INDUSTRIES AF SCA 19,111 19,111
M & T BANK CORP 66,347 66,347
MICROSOFT CORP 100,403 100,403
MOELIS & CO 72,801 72,801
MORGAN STANLEY & CO 91,758 91,758
NASDAQ INC 53,024 53,024
NEWMARKET CORPORATION 74,233 74,233
OLD DOMINION FREIGHT 94,037 94,037
ORACLE CORPORATION 28,572 28,572
OTIS WORLDWIDE CORP 87,591 87,591
PERRIGO CO PLC 31,601 31,601
POLARIS INC 25,209 25,209
POOL CORP 86,520 86,520
POST HOLDINGS INC 66,838 66,838
RTX CORP 9,508 9,508
SALESFORCE INC 51,839 51,839
SKYWORKS SOLUTIONS INC 82,741 82,741
STATE STR CORP 13,788 13,788
STERIS PLC 71,671 71,671
SYSCO CORPORATION 25,084 25,084
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 24,648 24,648
TEXAS INSTRUMENTS INC 42,956 42,956
THERMO FISHER SCIENTIFIC 31,317 31,317
UNION PACIFIC CORP 47,405 47,405
UNITED RENTALS INC 19,496 19,496
VERALTO CORPORATION 4,936 4,936
VISA INC 28,118 28,118
VULCAN MATERIALS COMPANY 104,425 104,425
WARNER BROS DISCOVERY INC SER A 34,846 34,846
WATERS CORPORATION 64,200 64,200
WORKDAY INC 44,722 44,722
ISHARES RUSSELL 2000 654,515 654,515
MODERNA INC 48,432 48,432
UNIFIRST CORP 57,617 57,617
WALMART INC 79,613 79,613
WELLS FARGO & CO NEW 16,981 16,981

TY 2023 InvestmentsOtherSchedule2
Name:
MID-IOWA HEALTH FOUNDATION
EIN:
42-1235348
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BAIRD AGGREGATE BD FD FMV 1,428,743 1,428,743
INVESCO DEVELOPING MARKETS FUND FMV 1,106,268 1,106,268
T ROWE PRICEW INTL FD OVERSEAS STK FD FMV 1,663,147 1,663,147
AMERICAN CENTURY FDS SMALL CAP VALUE FMV 861,434 861,434
GOLDMAN SACHS COMMODITY STRATEGY FUND FMV 243,882 243,882
MAINSTAY MACKAY HY CORP BOND FUND FMV 510,893 510,893
PIMCO COMMODITY REAL RETURN STRAT FD FMV 307,138 307,138

TY 2023 LandEtcSchedule2
Name:
MID-IOWA HEALTH FOUNDATION
EIN:
42-1235348
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LEASEHOLD IMPROVEMENTS 13,795 5,851 7,944  


TY 2023 LegalFeesSchedule
Name:
MID-IOWA HEALTH FOUNDATION
EIN:
42-1235348
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 795 0 0 795


TY 2023 OtherAssetsSchedule
Name:
MID-IOWA HEALTH FOUNDATION
EIN:
42-1235348
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
FEDERAL EXCISE TAX RECEIVABLE 24,995 20,554 20,554


TY 2023 OtherDecreasesSchedule
Name:
MID-IOWA HEALTH FOUNDATION
EIN:
42-1235348
Description Amount
DEFERRED TAX ADJUSTMENT 19,400


TY 2023 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 8,397 0 0 8,397
INSURANCE 6,376 0 0 6,376
OFFICE EXPENSE 1,751 0 0 1,751
TELEPHONE 2,298 0 0 2,298
INFORMATION TECHNOLOGY 20,521 0 0 20,521
SPECIAL EVENT 0 0 0 0
POSTAGE 146 0 0 146
PROFESSIONAL DEVELOPMENT 8,871 0 0 8,871
BOARD OF DIRECTORS 3,621 0 0 3,621
PUBLIC RELATIONS 40,956 0 0 40,956
PROGRAM EXPENSES 31,941 0 0 31,941


TY 2023 OtherIncreasesSchedule
Name:
MID-IOWA HEALTH FOUNDATION
EIN:
42-1235348
Description Amount
UNREALIZED GAINS (LOSSES) ON INVESTMENTS 2,460,678


TY 2023 OtherProfessionalFeesSchedule
Name:
MID-IOWA HEALTH FOUNDATION
EIN:
42-1235348
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 85,413 0 0 85,413
INVESTMENT FEES 72,013 72,013 0 0


TY 2023 TaxesSchedule
Name:
MID-IOWA HEALTH FOUNDATION
EIN:
42-1235348
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 595 595 0 0
FEDERAL EXCISE TAX 4,441 0 0 0