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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$18,255,104J 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) 20,500
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 389,685 389,685  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 578,634
b Gross sales price for all assets on line 6a 5,232,678
7 Capital gain net income (from Part IV, line 2)... 578,634
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........ 988,819 968,319 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 162,000 12,960 0 149,040
14 Other employee salaries and wages...... 53,141 467 0 52,674
15 Pension plans, employee benefits....... 51,867 791 0 51,076
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
675 0 0 675
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
24,380 0 0 24,380
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
92,395 83,589 0 8,806
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
14,628 1,479 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
2,854 0 2,854
20 Occupancy.............. 29,217 0 0 29,217
21 Travel, conferences, and meetings....... 3,420 0 0 3,420
22 Printing and publications.......... 2,279 0 0 2,279
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
67,504 0 0 67,504
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 504,360 99,286 2,854 389,071
25 Contributions, gifts, grants paid....... 592,100 1,185,766
26 Total expenses and disbursements. Add lines 24 and 25 1,096,460 99,286 2,854 1,574,837
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -107,641
b Net investment income (if negative, enter -0-) 869,033
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 760,855 72,173 72,173
2 Savings and temporary cash investments......... 241,046 310,199 310,199
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................. 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.......... 1,411 35,513 35,513
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 10,706,290 Click to see attachment
List of Attached Documents:
// Content
13,105,979 		13,105,979
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).......... 6,121,505 Click to see attachment
List of Attached Documents:
// Content
4,718,842 		4,718,842
14 Land, buildings, and equipment: basis right arrow13,795
Less: accumulated depreciation (attach schedule) right arrow8,800 7,849 Click to see attachment
List of Attached Documents:
// Content
4,995 		4,995
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
20,554 		Click to see attachment
List of Attached Documents:
// Content
7,403 		Click to see attachment
List of Attached Documents:
// Content
7,403
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,860,010 18,255,104 18,255,104
Liabilities 17 Accounts payable and accrued expenses.......... 6,242 2,451
18 Grants payable................. 703,666 110,000
19 Deferred revenue................. 19,400 34,700
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)......... 729,308 147,151
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........... 17,130,702 18,107,953
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)..... 17,130,702 18,107,953
30 Total liabilities and net assets/fund balances (see instructions). 17,860,010 18,255,104
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
17,130,702
2
Enter amount from Part I, line 27a .....................
2
-107,641
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,100,192
4
Add lines 1, 2, and 3 ..........................
4
18,123,253
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
15,300
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
18,107,953
Form 990-PF (2024)
Form 990-PF (2024)
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 5,232,678   4,654,044 578,634
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       578,634
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 2 578,634
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 12,080
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 12,080
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 12,080
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 20,057
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 20,057
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 7,977
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow7,977 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
SHELDON OHRINGER 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 		162,000 11,340 10,000
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
17,704,676
b
Average of monthly cash balances.......................
1b
661,833
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
18,366,509
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
18,366,509
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
275,498
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,091,011
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
904,551
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
904,551
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
12,080
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,080
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
892,471
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
892,471
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
892,471
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
1,574,837
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
1,574,837
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 892,471
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 413,257
b From 2020...... 277,359
c From 2021...... 1,154
d From 2022...... 319,365
e From 2023...... 888,740
f Total of lines 3a through e ........ 1,899,875
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,574,837
a Applied to 2023, 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 2024 distributable amount..... 892,471
e Remaining amount distributed out of corpus 682,366
5 Excess distributions carryover applied to 2024. 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 2,582,241
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		413,257
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		2,168,984
10 Analysis of line 9:
a Excess from 2020.... 277,359
b Excess from 2021.... 1,154
c Excess from 2022.... 319,365
d Excess from 2023.... 888,740
e Excess from 2024.... 682,366
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

IOWA PUBLIC HEALTH ASSOCIATION

501 SW 7TH ST SUITE G
DES MOINES,IA50309 		  PC CIVIC ENGAGEMENT FOR HEALTH EQUITY 90,000

POLK COUNTY HOUSING TRUST FUND

505 5TH AVENUE STE 1000
DES MOINES,IA50309 		  PC COMMUNITY OUTREACH FOR ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING 5,000

CORINTHIAN BAPTIST CHURCH

814 SCHOOL STREET
DES MOINES,IA50309 		  PC 2024 CHNA NEEDS ASSESSMENT SURVEY 1,000

IOWA ACES 360

501 SW 7TH ST SUITE G
DES MOINES,IA50309 		  PC 2024 ACES REPORT AND ISSUE BRIEFS 38,000

IOWA PUBLIC RADIO

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

IOWA BLACK DOULA COLLECTIVE

5245 ELMORE AVE 1124
DAVENPORT,IA52807 		  PC DOULA BUSINESS STARTUP 8,000

COMMUNITY YOUTH CONCEPTS

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

IOWA CAREGIVERS

939 OFFICE PARK ROAD 332
WEST DES MOINES,IA50265 		  PC ADVANCING SYSTEM CHANGE POLICIES TO ELEVATE WAGES FOR DIRECT CARE WORKERS 40,000

PROJECT IOWA

4801 FRANKLIN AVE
DES MOINES,IA50310 		  PC EVALUATION OF THE ROOTED MODEL PILOT 25,000

BY DEGREES FOUNDATION

PO BOX 41070
DES MOINES,IA50311 		  PC EXPANDING 529 SAVINGS ACCOUNT ACCESS AT HARDING MIDDLE SCHOOL 50,000

DES MOINES AREA REGIONAL TRANSIT AUTHORITY

620 CHERRY STREET
DES MOINES,IA50309 		  PC REIMAGINE DART 30,000

HARKIN INSTITUTE

2800 UNIVERSITY AVE
DES MOINES,IA50311 		  PC HARKIN ON WELLNESS SYMPOSIUM 2024 2,500

ORCHARD PLACE

2116 GRAND AVE
DES MOINES,IA50312 		  PC 2024 TRAUMA INFORMED CARE CONFERENCE 1,500

MY CITY MY HEALTH - COMMUNITY FOUNDATION OF GREATER DES MOINES

1915 GRAND AVE
DES MOINES,IA50309 		  PC 2024 MY CITY MY HEALTH 3,100

WAUKEE AREA CHRISTIAN SERVICES

1155 SE BOONE DR
WAUKEE,IA50263 		  PC 2024 CHNA COMMUNITY CONVERSATIONS & SURVEY ENGAGEMENT 2,000

KNOCK AND DROP IOWA

PO BOX 8054
DES MOINES,IA50301 		  PC 2024 CHNA SURVEY ENGAGEMENT 1,000

GRACE FITNESS

2643 BEAVER AVE 171
DES MOINES,IA50310 		  PC 2024 CHNA SURVEY ENGAGEMENT 1,000

BLACK WOMEN 4 HEALTHY LIVING

PO BOX 5144
DES MOINES,IA50305 		  PC 2024 CHNA SURVEY ENGAGEMENT 1,000

PRIMARY HEALTH CARE INC

1200 UNIVERSITY AVENUE 200
DES MOINES,IA50314 		  PC 2024 CHNA COMMUNITY CONVERSATIONS 1,000

WARREN COUNTY HEALTH SERVICES

301 N BUXTON SUITE 203
INDIANOLA,IA50125 		  GOV 2024 CHNA SURVEY ENGAGEMENT 1,000

ONE IOWA

PO BOX 1419
DES MOINES,IA50305 		  PC 2024 CHNA SURVEY ENGAGEMENT 1,000

DALLAS COUNTY HEALTH DEPARTMENT

25747 N AVE SUITE C
ADEL,IA50003 		  GOV 2024 CHNA COMMUNITY CONVERSATIONS 1,000

BROADLAWNS MEDICAL CENTER FOUNDATION

1801 HICKMAN ROAD
DES MOINES,IA50314 		  PC 2024 DIRECTOR DESIGNATED GRANT 500

OUR LADY OF THE AMERICAS CATHOLIC CHURCH POLK COUNTY IOWA

1271 E 9TH ST
DES MOINES,IA50316 		  PC 2024 DIRECTOR DESIGNATED GRANT 500

ELLIPSIS

7225 NW 58TH ST
JOHNSTON,IA50131 		  PC 2024 DIRECTOR DESIGNATED GRANT 500

CATHOLIC CHARITIES DIOCESE OF DES MOINES

601 GRAND AVE
DES MOINES,IA50309 		  PC 2024 CHNA SURVEY ENGAGEMENT 1,000

PRIMARY HEALTH CARE INC

1200 UNIVERSITY AVENUE 200
DES MOINES,IA50314 		  PC 2024 DIRECTOR DESIGNATED GRANT 500

ONE IOWA

PO BOX 1419 SUITE 203
DES MOINES,IA50305 		  PC 2024 DIRECTOR DESIGNATED GRANT 500

IMPACT COMMUNITY ACTION PARTNERHSIP

3226 UNIVERSITY AVE
DES MOINES,IA50311 		  PC 2024 CHNA SURVEY ENGAGEMENT 1,000

PLANNED PARENTHOOD NORTH CENTRAL STATES

818 5TH AVE
DES MOINES,IA50309 		  PC 2024 CHNA SURVEY ENGAGEMENT 1,000

ORCHARD PLACE

2116 GRAND AVENUE
DES MOINES,IA50312 		  PC 2024 DIRECTOR DESIGNATED GRANT 500

URBAN DREAMS

601 FOREST AVE
DES MOINES,IA50314 		  PC 2024 DIRECTOR DESIGNATED GRANT 500

HOMES OF OAKRIDGE HUMAN SERVICES

1401 CENTER STREET
DES MOINES,IA50314 		  PC 2024 CHNA SURVEY ENGAGEMENT 1,000

IOWA CONGOLESE ORGANIZATION AND CENTER FOR HEALING

4300 BEAVER AVENUE
DES MOINES,IA50310 		  PC 2024 CHNA COMMUNITY CONVERSATIONS 1,000

OUR LADY OF THE AMERICAS CATHOLIC CHURCH POLK COUNTY IOWA

1271 E 9TH ST
DES MOINES,IA50316 		  PC 2024 CHNA COMMUNITY CONVERSATIONS 1,000

DES MOINES AREA RELIGIOUS COUNCIL (DMARC)

100 ARMY POST RD
DES MOINES,IA50315 		  PC 2024 CHNA SURVEY ENGAGEMENT 1,000

URBAN DREAMS

601 FOREST AVE
DES MOINES,IA50314 		  PC 2024 CHNA SURVEY ENGAGEMENT 1,000

LINK ASSOCIATES

1452 29TH STREET
WEST DES MOINES,IA50266 		  PC 2024 CHNA SURVEY ENGAGEMENT 1,000

IOWA PUBLIC HEALTH ASSOCIATION

501 SW 7TH ST SUITE G
DES MOINES,IA50309 		  PC 2024 IPHA CONFERENCE SPONSORSHIP 3,000

EVELYN K DAVIS CENTER FOR WORKING FAMILIES

1171 7TH STREET
DES MOINES,IA50314 		  PC 2024 CHNA SURVEY ENGAGEMENT 1,000

WELIFT JOB SEARCH CENTER

106 EAST SECOND AVE
INDIANOLA,IA50125 		  PC 2024 CHNA SURVEY OUTREACH 1,000

POLK COUNTY HEALTH DEPARTMENT

1907 CARPENTER AVE
DES MOINES,IA50314 		  GOV 2024 CHNA COMMUNITY CONVERSATION 2,000

NISAA AFRICAN FAMILY SETVICES

4944 FRANKLIN AVENUE SUITE P
DES MOINES,IA50310 		  PC 2024 CHNA OUTREACH 1,000

MARCH FOR MOMS

PO BOX 77622
BATON ROUGE,LA70879 		  PC MARCH FOR MOMS - MATERNAL HEALTH CONFERENCE DSM 1,500

HEALTHY BIRTH DAY INC

501 SW 7TH ST SUITE G
DES MOINES,IA50309 		  PC MATERNAL HEALTH SYMPOSIUM 2,500

HEALTHY BIRTH DAY INC

501 SW 7TH ST SUITE G
DES MOINES,IA50309 		  PC 2024 DIRECTOR DESIGNATED GRANT 1,000

FRIENDS OF IOWA CASA AND ICFCRB

321 E 12TH ST
DES MOINES,IA50319 		  PC 2024 DIRECTOR DESIGNATED GRANT 500

LATINAS LATINOS AL EXITO INC (AL EXITO)

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

COMMUNITY FOUNDATION OF GREATER DES MOINES

1915 GRAND AVE
DES MOINES,IA50309 		  PC 2024 IMPACT INVESTING 50,000

CAPITAL CROSSROADS

2910 WESTOWN PARKWAY SUITE 302
WEST DES MOINES,IA50266 		  PC 2024 REGIONAL PLANNING 2,500

THE DIRECTOR'S COUNCIL

1910 INGERSOLL AVE SUITE 215
DES MOINES,IA50309 		  PC BOARD SUPPORT 200

COMMUNITY FOUNDATION OF GREATER DES MOINES

1915 GRAND AVE
DES MOINES,IA50309 		  PC BOARD SUPPORT 300
Total .................................right arrow 3a 502,100
bApproved for future payment

BY DEGREES FOUNDATION
PO BOX 41070
DES MOINES,IA50311 		  PC EXPANDING 529 SAVINGS ACCOUNT ACCESS AT HARDING MIDDLE SCHOOL 90,000
Total ................................. right arrow 3b 90,000
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     03 389,685  
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 ............ 		    03 578,634  
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) .. 0 968,319 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
968,319
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
MID-IOWA HEALTH FOUNDATION
 
Employer identification number

42-1235348
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
MID-IOWA HEALTH FOUNDATION
  		Employer identification number
42-1235348
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
SEAFAM CORPORATION
 
SUITE 300 1122 -4TH STREET SW
 
CALGARY, ALBERTAT2R 1M1CA

$ 20,000


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
MID-IOWA HEALTH FOUNDATION
  		Employer identification number

42-1235348
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
MID-IOWA HEALTH FOUNDATION
  		Employer identification number

42-1235348
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
MID-IOWA HEALTH FOUNDATION
EIN:
42-1235348
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 24,380 0 0 24,380

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

TY 2024 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 5,851 SL 5.000000000000 2,759 0 2,759  

TY 2024 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 24,898 24,898
AERCAP HLDGS NV 97,997 97,997
ABB LTD -SPONS ADR 24,062 24,062
ABBOTT LABORATORIES 30,653 30,653
ABBVIE INC 24,167 24,167
ADIDAS AG-SPON 17,291 17,291
ADOBE SYSTEMS INC 44,913 44,913
AES CORP 10,849 10,849
AIA GROUP LTD 21,471 21,471
AIR LIQUIDE ADR 23,478 23,478
ALLISON TRANSMISSION HOLDINGS INC 106,115 106,115
ALPHABET INC 180,592 180,592
ALPHABET INC NON VOTING 64,940 64,940
AMADEUS IT GROUP SA ADR 22,220 22,220
AMAZON COM INC 310,437 310,437
AMERICAN TOWER CORP REIT 11,738 11,738
AMETEK INC NEW 24,515 24,515
AMPHENOL CORP NEW 84,729 84,729
ANALOG DEVICES INC 87,109 87,109
ANHEUSER BUSCH INBEV 91,127 91,127
AON PLC 21,909 21,909
APPLE INC 278,467 278,467
APTARGROUP INC 66,925 66,925
ARMSTRONG WORLD INDUSTRIES 108,259 108,259
ASML HOLDING NV 41,585 41,585
ASTRAZENECA PLC 44,685 44,685
B&M EUROPEAN VALUE 9,002 9,002
BALL CORP 64,998 64,998
BEIGENE LTD SPON 12,560 12,560
BELLRING DISTRIBUTION 38,273 38,273
BP PLC 21,401 21,401
BRISTOL MYERS SQUIBB 24,151 24,151
BROADCOM INC 105,487 105,487
BROWN-FORMAN CORP 21,155 21,155
BRUKER CORPORATION 67,120 67,120
CARLSBERG AS-B 14,322 14,322
CARRIER GLOBAL CORP 20,410 20,410
CBRE GROUP INC CLASS A 89,015 89,015
CHARTER COMMUNICATIONS 15,425 15,425
CHENIERE ENERGY INC NEW 165,235 165,235
CHEVRON CORPORATION 22,161 22,161
CHURCHILL DOWNS INC 87,869 87,869
CINCINNATI FINCL CORP 60,354 60,354
CME GROUP INC 17,649 17,649
COMCAST CORP 16,401 16,401
CONOCOPHILLIPS 15,074 15,074
CONSTELLATION ENERGY 13,870 13,870
COPART INC 80,977 80,977
CROWN CASTLE INC 131,511 131,511
CSX CORP 13,166 13,166
DAIKIN INDUSTRIES LTD 10,092 10,092
DANAHER CORP 63,356 63,356
DANONE 27,811 27,811
DBS GROUP HOLDINGS 25,736 25,736
DNB BANK ASA 14,845 14,845
DISNEY WALT COMPANY 43,872 43,872
DOLLAR TREE SERVICES INC 56,355 56,355
EBAY INC 43,365 43,365
ELEVANCE HEALTH INC 47,957 47,957
ENGIE 27,473 27,473
ENTERGRIS INC 92,522 92,522
ESSILOR INTL 32,943 32,943
EPIROC AKTIEBOLAG 15,068 15,068
FEDEX CORPORATION 34,041 34,041
FIDELITY NATHIONAL INFORMATION SVCS 90,705 90,705
FORTIVE CORP 14,400 14,400
FREEPORT-MCMORAN INC 13,176 13,176
FUJITSU LTD 26,744 26,744
GE AEROSPACE 31,190 31,190
GE VERNOVA 25,328 25,328
GENL DYNAMICS CORP 12,648 12,648
GILEAD SCIENCES INC. 56,253 56,253
GLOBANT 13,294 13,294
GOLDMAN SACHS GROUP INC 60,698 60,698
GOLDMAN SACHS US LARGE CAP EQUITY ETF 1,222,060 1,222,060
HEICO 28,284 28,284
HILTON WORLDWIDE 44,983 44,983
HONEYWELL INTERNATIONAL 16,942 16,942
INDUSTRIA DE DISENO 35,025 35,025
INGERSOLL RAND INC 22,705 22,705
ISHARES CORE MSCI EMERGING MKTS ETF 796,355 796,355
ISHARES CORE MSCI ETF 500,815 500,815
ISHARES CORE S&P 500 ETF 2,661,422 2,661,422
ITOCHU CORP 15,178 15,178
JPMORGAN CHASE & CO 47,463 47,463
KEYENCE CORP 18,236 18,236
KEYSIGHT TECHS INC 68,750 68,750
KKR & CO INC 120,990 120,990
KLA CORP 83,176 83,176
LOREAL CO 28,516 28,516
LAMB WESTON HOLDINGS INC 51,392 51,392
LAS VEGAS SANDS CORP 32,973 32,973
LENNAR CORPORATION 102,005 102,005
LENNOX INTERNATIONAL 90,176 90,176
LIBERTY MEDIA CORP 76,259 76,259
LOCKHEED MARTIN CORP 45,678 45,678
LONDON STOCK ADR 36,154 36,154
LULULEMON ATHLETICA INC 43,977 43,977
LYONDELLBASELL INDUSTRIES AF SCA 14,483 14,483
M & T BANK CORP 85,921 85,921
MARSH AND MC LENNAN 26,339 26,339
MASTERCARD INC CL A 31,068 31,068
META PLATFORMS INC 17,565 17,565
MICROSOFT CORP 201,899 201,899
MOBILEYE GLOBAL INC 21,314 21,314
MOELIS & CO 86,440 86,440
MORGAN STANLEY & CO 107,868 107,868
NASDAQ INC 87,438 87,438
NESTLE S A REG ADR 20,262 20,262
NEWMARKET CORPORATION 56,005 56,005
NOMURA RESH INSTL ADR 14,631 14,631
NORTHROP GRUMMAN CORP 35,666 35,666
NOVO NORDISK A S ADR 49,720 49,720
OLD DOMINION FREIGHT 47,628 47,628
ORACLE CORPORATION 41,993 41,993
OTIS WORLDWIDE CORP 79,830 79,830
PHILIP MORRIS INTERNATIONAL INC 30,930 30,930
POLARIS INC 14,578 14,578
POOL CORP 69,893 69,893
POST HOLDINGS INC 81,839 81,839
REGENERON PHARMACEUTICAL 21,370 21,370
ROLLS ROYCE HOLDING PLC 26,892 26,892
ROYAL CARIBBEAN CRUISES LTD 31,605 31,605
RTX CORP 12,498 12,498
RYANAIR HLDGS PLC 13,556 13,556
SAFRAN SA-UNSPON ADR 50,794 50,794
SALESFORCE INC 63,523 63,523
SAP SE-SPONSORED ADR 44,810 44,810
SHIN-ETSU CHEMICAL ADR 24,218 24,218
SIKA AG-BR ADR 15,263 15,263
SKYWORKS SOLUTIONS INC 61,455 61,455
SMC CORP/JAPAN 11,935 11,935
STARBUCKS CORP 24,181 24,181
STATE STR CORP 16,587 16,587
STERIS PLC 71,329 71,329
SYSCO CORPORATION 25,308 25,308
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 82,353 82,353
TC ENERGY CORP 24,800 24,800
TEMPUR SEALY INTL INC 78,232 78,232
TEXAS INSTRUMENTS INC 87,192 87,192
THERMO FISHER SCIENTIFIC 29,653 29,653
TOTALENERGIES SE ADR 29,212 29,212
UNION PACIFIC CORP 41,503 41,503
UNITED AIRLINES HOLDINGS 21,071 21,071
UNITED RENTALS INC 21,838 21,838
UNITEDHEALTH GROUP 32,375 32,375
VISA INC 33,184 33,184
VULCAN MATERIALS COMPANY 77,169 77,169
WARNER BROS DISCOVERY INC SER A 25,622 25,622
WATERS CORPORATION 67,147 67,147
WORKDAY INC 110,953 110,953
ISHARES RUSSELL 2000 359,944 359,944
MODERNA INC 19,958 19,958
UNIFIRST CORP 50,129 50,129
WALMART INC 90,079 90,079
WELLS FARGO & CO NEW 22,828 22,828

TY 2024 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 1,360,044 1,360,044
INVESCO DEVELOPING MARKETS FUND FMV 1,022,494 1,022,494
T ROWE PRICEW INTL FD OVERSEAS STK FD FMV 681,508 681,508
AMERICAN CENTURY FDS SMALL CAP VALUE FMV 532,150 532,150
MAINSTAY MACKAY HY CORP BOND FUND FMV 516,342 516,342
HARBOR EMBARK COMMODITY STR INSTL FD FMV 530,423 530,423
FEDERATED HERMES GOVERNMENT OBLIGATIONS FUND CL IS FMV 75,881 75,881

TY 2024 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 8,610 5,185  


TY 2024 LegalFeesSchedule
Name:
MID-IOWA HEALTH FOUNDATION
EIN:
42-1235348
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 675 0 0 675


TY 2024 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 20,554 7,403 7,403


TY 2024 OtherDecreasesSchedule
Name:
MID-IOWA HEALTH FOUNDATION
EIN:
42-1235348
Description Amount
DEFERRED TAX ADJUSTMENT 15,300


TY 2024 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 3,877 0 0 3,877
INSURANCE 4,232 0 0 4,232
OFFICE EXPENSE 4,767 0 0 4,767
TELEPHONE 2,586 0 0 2,586
INFORMATION TECHNOLOGY 11,612 0 0 11,612
SPECIAL EVENT 20,568 0 0 20,568
POSTAGE 143 0 0 143
PROFESSIONAL DEVELOPMENT 949 0 0 949
BOARD OF DIRECTORS 4,781 0 0 4,781
PUBLIC RELATIONS 13,989 0 0 13,989
PROGRAM EXPENSES 0 0 0 0


TY 2024 OtherIncreasesSchedule
Name:
MID-IOWA HEALTH FOUNDATION
EIN:
42-1235348
Description Amount
UNREALIZED GAINS (LOSSES) ON INVESTMENTS 1,100,192


TY 2024 OtherProfessionalFeesSchedule
Name:
MID-IOWA HEALTH FOUNDATION
EIN:
42-1235348
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 8,806 0 0 8,806
INVESTMENT FEES 83,589 83,589 0 0


TY 2024 TaxesSchedule
Name:
MID-IOWA HEALTH FOUNDATION
EIN:
42-1235348
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,479 1,479 0 0
FEDERAL EXCISE TAX 13,149 0 0 0