Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
DES MOINES
State or province
IA
Country  
ZIP or foreign postal code
50312
A Employer identification number

42-1235348
B Telephone number (see instructions)

5152776411
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$20,228,457J 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) 119,600
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 553,889 553,889  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,058,201
b Gross sales price for all assets on line 6a 6,488,531
7 Capital gain net income (from Part IV, line 2)... 1,058,201
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,731,690 1,612,090 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 190,046 15,204 0 174,842
14 Other employee salaries and wages...... 58,656 587 0 58,069
15 Pension plans, employee benefits....... 58,348 583 0 57,765
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
3,420 0 0 3,420
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
25,460 0 0 25,460
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
98,200 76,018 0 22,182
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
26,163 5,170 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
2,854 0 2,854
20 Occupancy.............. 28,170 0 0 27,010
21 Travel, conferences, and meetings....... 5,458 0 0 5,458
22 Printing and publications.......... 656 0 0 656
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
83,851 0 0 83,851
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 581,282 97,562 2,854 458,713
25 Contributions, gifts, grants paid....... 452,000 562,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,033,282 97,562 2,854 1,020,713
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 698,408
b Net investment income (if negative, enter -0-) 1,514,528
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 72,173 41,018 41,018
2 Savings and temporary cash investments......... 310,199 251,693 251,693
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 35,513 18,774 18,774
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 13,105,979 Click to see attachment
List of Attached Documents:
// Content
13,918,971 		13,918,971
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,718,842 Click to see attachment
List of Attached Documents:
// Content
5,995,860 		5,995,860
14 Land, buildings, and equipment: basis 13,795
Less: accumulated depreciation (attach schedule) 11,654 4,995 Click to see attachment
List of Attached Documents:
// Content
2,141 		2,141
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
7,403 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,255,104 20,228,457 20,228,457
Liabilities 17 Accounts payable and accrued expenses.......... 2,451 4,618
18 Grants payable................. 110,000  
19 Deferred revenue................. 34,700 53,700
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe ) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
9,487
23 Total liabilities (add lines 17 through 22)......... 147,151 67,805
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 18,107,953 20,160,652
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
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)..... 18,107,953 20,160,652
30 Total liabilities and net assets/fund balances (see instructions). 18,255,104 20,228,457
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
18,107,953
2
Enter amount from Part I, line 27a .....................
2
698,408
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,373,291
4
Add lines 1, 2, and 3 ..........................
4
20,179,652
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
19,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
20,160,652
Form 990-PF (2025)
Form 990-PF (2025)
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 6,488,531   5,430,330 1,058,201
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       1,058,201
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 1,058,201
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 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 21,052
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 21,052
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 21,052
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 12,080
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,972
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 21,052
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 313
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 313
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
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 2025 or the taxable year beginning in 2025? 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 addressWWW.MIDIOWAHEALTH.ORG
14
The books are in care ofDR NALO JOHNSON Telephone no. (515) 277-6411

Located at3900 INGERSOLL AVE SUITE 104DES MOINESIA ZIP+450312
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
CARRIE CLOGG CHAIR
1.00 		0 0 0
3900 INGERSOLL AVENUE STE 104
DES MOINES,IA50312
ROB BARRON 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
JOSEPH JONES DIRECTOR
1.00 		0 0 0
3900 INGERSOLL AVENUE STE 104
DES MOINES,IA50312
ASHLEY SHAFER 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 		190,046 13,303 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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
18,739,245
b
Average of monthly cash balances.......................
1b
290,287
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
19,029,532
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
19,029,532
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
285,443
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,744,089
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
937,204
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
937,204
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
21,052
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
21,052
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
916,152
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
916,152
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
916,152
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, line 26, column (d) ..........
1a
1,020,713
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
1,020,713
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 916,152
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 277,359
b From 2021...... 1,154
c From 2022...... 319,365
d From 2023...... 888,740
e From 2024...... 682,366
f Total of lines 3a through e ........ 2,168,984
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,020,713
a Applied to 2024, 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 2025 distributable amount..... 916,152
e Remaining amount distributed out of corpus 104,561
5 Excess distributions carryover applied to 2025. 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 2,273,545
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		277,359
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		1,996,186
10 Analysis of line 9:
a Excess from 2021 .... 1,154
b Excess from 2022 .... 319,365
c Excess from 2023 .... 888,740
d Excess from 2024 .... 682,366
e Excess from 2025 .... 104,561
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

AFRICAN AMERICAN MUSEUM OF IOWA

55 12TH AVENUE SE
CEDAR RAPIDS,IA52401 		    NOLDEN GENTRY HONOR 500

HARKIN INSTITUTE

2800 UNIVERSITY AVE
DES MOINES,IA50311 		    HARKIN ON WELLNESS SYMPOSIUM 2025 1,000

IOWA PUBLIC HEALTH ASSOCIATION

501 SW 7TH ST SUITE G
DES MOINES,IA50309 		    2025 IPHA CONFERENCE SPONSORSHIP 1,500

HEALTHY BIRTH DAY

1820 NW 118TH ST
CLIVE,IA50325 		    MATERNAL HEALTH SYMPOSIUM 2,500

CAPITAL CROSSROADS

700 LOCUST STREET SUITE 100
DES MOINES,IA50309 		    GENERAL OPERATIONS 2,500

MY CITY MY HEALTH

10002 CATALINA DRIVE
JOHNSTON,IA50131 		    MY CITY MY HEALTH DES MOINES CONFERENCE 3,000

HARKIN INSTITUTE

2507 UNIVERSITY AVENUE
DES MOINES,IA503114505 		    HARKIN ON WELLNESS SYMPOSIUM 2025 1,000

DES MOINES AREA RELIGIOUS COUNCIL

100 ARMY POST ROAD
DES MOINES,IA50315 		    IMPROVING PATHWAYS FOR PROGRAM ACCESS 100,000

UNIVERSITY OF IOWA

2410 UCC
IOWA CITY,IA522424034 		    IOWA VITAL VOICES PROJECT 30,000

IOWA PUBLIC HEALTH ASSOCIATION

501 SW 7TH ST SUITE G
DES MOINES,IA50309 		    SMALL BUSINESS OWNER FELLOWSHIP 58,000

COMMUNITY YOUTH CONCEPTS

1446 MARTIN LUTHER KING JR PARKWAY
DES MOINES,IA50314 		    UVOICE: YOUTH PHILANTHROPY 20,000

LATINAS LATINOS AL EXITO INC

PO BOX 93531
DES MOINES,IA50393 		    IOWA LATINX PROJECT 60,000

IOWA MIGRANT MOVEMENT FOR JUSTICE

PO BOX 41006
DES MOINES,IA50311 		    CENTRAL IOWA DIRECT SERVICE AND LEADERSHIP DEVELOPMENT PROJECT 26,000

IOWA PRIMARY CARE ASSOCIATION

500 SOUTHWEST 7TH STREET SUITE 300
DES MOINES,IA503094531 		    IMPROVING HEALTH OUTCOMES THROUGH INTEGRATED BH 20,000

KNOCK AND DROP IOWA

PO BOX 8054
DES MOINES,IA50301 		    COMMUNITY LED SYSTEM CHANGE 20,000

MY CITY MY HEALTH

10002 CATALINA DRIVE
JOHNSTON,IA50131 		    PROSTATE CANCER IN THE BLACK COMMUNITY 20,000

UNITYPOINT HEALTH- DES MOINES

1200 PLEASANT ST
DES MOINES,IA50309 		    IMPROVING MATERNAL MENTAL HEALTH 20,000

FAMILY PLANNING COUNCIL OF IOWA

2900 WESTOWN PARKWAY SUITE 240
WEST DES MOINES,IA50266 		    IMPROVING IOWA'S STATE FAMILY PLANNING PROGRAM 20,000

DES MOINES AREA REGIONAL TRANSIT AUTHORITY (DART)

620 CHERRY ST
DES MOINES,IA50309 		    PATHWAYS TO OPPORTUNITY: EXPANDING WORKFORCE ACCESS 20,000

CAMP FIRE HEART OF IOWA

5615 HICKMAN RD
DES MOINES,IA50310 		    ACCESS TO OUTDOORS FOR ALL YOUTH 20,000

BROADLAWNS MEDICAL CENTER FOUNDATION

1801 HICKMAN ROAD
DES MOINES,IA50314 		    2025 DIRECTOR DESIGNATED GRANT - TAMMY GENTRY 500

ELLIPSIS FOUNDATION

7225 NW 58TH ST
JOHNSTON,IA50131 		    2025 DIRECTOR DESIGNATED GRANT - CHRIS COOK 500

FRIENDS OF IOWA CASA AND ICFCRB

321 E 12TH ST
DES MOINES,IA50305 		    2025 DIRECTOR DESIGNATED GRANT - SHELDON OHRINGER 500

HEALTHY BIRTH DAY

1820 NW 118TH ST
CLIVE,IA50325 		    2025 DIRECTOR DESIGNATED GRANT - JOSEPH JONES 500

OUR LADY OF THE AMERICA'S CATHOLIC CHURCH

1271 E 9TH ST
DES MOINES,IA503162315 		    2025 DIRECTOR DESIGNATED GRANT - ANA COPPOLA 500

URBAN DREAMS

601 FOREST AVE
DES MOINES,IA50314 		    DIRECTOR DESIGNATED - FOOD PANTRY - IZAAH KNOX 500

URBAN DREAMS

601 FOREST AVE
DES MOINES,IA50314 		    DIRECTOR DESIGNATED - FOOD PANTRY - ROB BARRON 500

ONE IOWA

PO BOX 1419
DES MOINES,IA50305 		    2025 DIRECTOR DESIGNATED DANIEL ZINNEL 500

HEALTHY BIRTH DAY

1820 NW 118TH ST
CLIVE,IA50325 		    2025 DIRECTOR DESIGNATED - KELLY GROSSMAN 500

BY DEGREES FOUNDATION

PO BOX 41070
DES MOINES,IA50311 		    DIRECTOR DESIGNATED GRANT - BUCK OLSEN 500

UNITYPOINT HEALTH- DES MOINES

1200 PLEASANT ST
DES MOINES,IA50309 		    DIRECTOR DESIGNATED - ADDICTION RECOVERY FELLOWSHIP PARTNERSHIP WITH BROADLAWNS - ASHLEY SHAFER 500

ORCHARD PLACE

2116 GRAND AVE
DES MOINES,IA50312 		    2025 DIRECTOR DESIGNATED GRANT - CARRIE CLOGG 500
Total ................................. 3a 452,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     03 553,889  
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 1,058,201  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,612,090 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,612,090
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
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

Attach to Form 990, 990-EZ, or 990-PF.
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 ......... $  
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. 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

$ 117,100


(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 2025 AccountingFeesSchedule
Name:
MID-IOWA HEALTH FOUNDATION
EIN:
42-1235348
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 25,460 0 0 25,460

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

TY 2025 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 8,610 SL 5.000000000000 2,759 0 2,759  

TY 2025 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 33,594 33,594
AERCAP HLDGS NV 134,272 134,272
ABB LTD -SPONS ADR 30,254 30,254
ABBOTT LABORATORIES 31,197 31,197
ACCENTURE PLC IRELAND 32,464 32,464
ALLY FINANCIAL INC 79,620 79,620
ADOBE SYSTEMS INC 67,198 67,198
AES CORP 11,142 11,142
AIA GROUP LTD 28,065 28,065
ALLISON TRANSMISSION HOLDINGS INC 87,816 87,816
ALPHABET INC 214,718 214,718
ALPHABET INC NON VOTING 112,340 112,340
AMADEUS IT GROUP SA ADR 21,380 21,380
AMAZON COM INC 268,905 268,905
AMERICAN TOWER CORP REIT 43,717 43,717
AMERICAN CENTY TR AVANTIS EMRGING MKTS EQUITY 610,538 610,538
AMETEK INC NEW 19,915 19,915
AMGEN INC 23,239 23,239
AMPHENOL CORP NEW 29,055 29,055
ANALOG DEVICES INC 42,036 42,036
ANHEUSER BUSCH INBEV 20,621 20,621
AON PLC 20,114 20,114
APPLE INC 135,114 135,114
APTARGROUP INC 45,247 45,247
ARMSTRONG WORLD INDUSTRIES 112,367 112,367
ASML HOLDING NV 59,912 59,912
ASTRAZENECA PLC 56,629 56,629
ATMOS ENERGY CORP 23,468 23,468
AVANTOR INC 60,268 60,268
BALL CORP 54,294 54,294
BARRICK MNG CORP 13,936 13,936
BECTON DICKINSON & CO 29,693 29,693
BEONE MEDICINES LTD ADR SPON 17,317 17,317
BROADCOM INC 115,251 115,251
BROWN-FORMAN CORP 12,743 12,743
BRUKER CORPORATION 47,204 47,204
CBRE GROUP INC CLASS A 71,712 71,712
CHENIERE ENERGY INC NEW 113,913 113,913
CHURCHILL DOWNS INC 105,929 105,929
CINCINNATI FINCL CORP 59,775 59,775
COMCAST CORP 37,123 37,123
CONSTELLATION ENERGY 24,376 24,376
COOPER COS INC 70,568 70,568
COPART INC 48,233 48,233
CROWN CASTLE INC 43,902 43,902
CSX CORP 13,811 13,811
DANAHER CORP 73,941 73,941
DANONE 33,951 33,951
DBS GROUP HOLDINGS 40,566 40,566
DEUTSCHE BANK AG 31,349 31,349
DIAGEO PLC 20,532 20,532
DOLLAR TREE SERVICES INC 132,728 132,728
DSV A/S UNSP ADR 24,005 24,005
EBAY INC 19,859 19,859
ELEVANCE HEALTH INC 99,556 99,556
ENGIE 31,866 31,866
ENTERGRIS INC 80,796 80,796
ESSILORLUXOTTICA SA ADR SPONSORED 20,436 20,436
EPIROC AKTIEBOLAG 17,710 17,710
FEDEX CORPORATION 20,509 20,509
FERRARI NV NEW 41,021 41,021
FIDELITY NATHIONAL INFORMATION SVCS 68,122 68,122
FORTIVE CORP 33,292 33,292
FUJITSU LTD 38,028 38,028
GE AEROSPACE 76,391 76,391
GE HEALTHCARE TECHS 31,906 31,906
GE VERNOVA 36,600 36,600
GENL DYNAMICS CORP 14,476 14,476
GOLDMAN SACHS US LARGE CAP EQUITY ETF 1,192,521 1,192,521
GSK PLC 33,053 33,053
HEICO 24,991 24,991
HILTON WORLDWIDE 20,682 20,682
HITACHI LTD 15,226 15,226
HOLOGIC INC 86,557 86,557
HONEYWELL INTERNATIONAL 13,851 13,851
HONG KONG EXCHANGES AND CLEARING LTD 13,708 13,708
INDUSTRIA DE DISENO 31,499 31,499
INGERSOLL RAND INC 18,775 18,775
ISHARES CORE MSCI EMERGING MKTS ETF 1,022,887 1,022,887
ISHARES CORE MSCI ETF 799,683 799,683
ISHARES CORE S&P 500 ETF 2,426,742 2,426,742
ITOCHU CORP 17,956 17,956
JPMORGAN CHASE & CO 76,688 76,688
KEYENCE CORP 15,480 15,480
KEYSIGHT TECHS INC 75,993 75,993
KKR & CO INC 111,800 111,800
KLA CORP 131,229 131,229
LOREAL CO 26,894 26,894
LAMB WESTON HOLDINGS INC 28,066 28,066
LAS VEGAS SANDS CORP 37,166 37,166
LENNAR CORPORATION 73,296 73,296
LENNOX INTERNATIONAL 65,553 65,553
LIBERTY MEDIA CORP 54,082 54,082
LOCKHEED MARTIN CORP 58,524 58,524
LONDON STOCK ADR 29,164 29,164
LULULEMON ATHLETICA INC 12,053 12,053
LVMH MOET HENNESSY LOUIS VUITTON 21,113 21,113
M & T BANK CORP 84,017 84,017
MARSH AND MC LENNAN 20,778 20,778
MASTERCARD INC CL A 31,969 31,969
MCKESSON CORPORATION MCK 53,319 53,319
META PLATFORMS INC 114,196 114,196
MICROSOFT CORP 321,124 321,124
MILLROSE PPTYS INC CLASS A 12,157 12,157
MOBILEYE GLOBAL INC 9,991 9,991
MOELIS & CO 73,621 73,621
MORGAN STANLEY & CO 33,731 33,731
MUENCHENER RUEN-UNSPON MURGY 30,443 30,443
NASDAQ INC 82,075 82,075
NESTLE S A REG ADR 22,127 22,127
NEWMARKET CORPORATION 67,351 67,351
NINTENDO LTD ADR 10,453 10,453
NORTHROP GRUMMAN CORP 39,344 39,344
NOVO NORDISK A S ADR 25,694 25,694
NVIDIA CORP 29,281 29,281
OLD DOMINION FREIGHT 36,848 36,848
ORACLE CORPORATION 21,245 21,245
OTIS WORLDWIDE CORP 68,832 68,832
PHILIP MORRIS INTERNATIONAL INC 37,373 37,373
POOL CORP 40,946 40,946
POST HOLDINGS INC 49,426 49,426
ROBLOX CORP 6,807 6,807
ROLLS ROYCE HOLDING PLC 44,362 44,362
ROYAL CARIBBEAN CRUISES LTD 34,586 34,586
RWE AKTIENGESELLSCHAFT SPONSORED ADR 31,666 31,666
RYANAIR HLDGS PLC 20,935 20,935
S&P GLOBAL INC 22,471 22,471
SAFRAN SA-UNSPON ADR 67,986 67,986
SALESFORCE INC 74,175 74,175
SAP SE-SPONSORED ADR 30,364 30,364
SHIN-ETSU CHEMICAL ADR 21,080 21,080
SOMNIGROUP INTERNATIONAL INC 112,582 112,582
SONY GROUP CORP 13,210 13,210
STANDARD CHARTERED 30,270 30,270
STARBUCKS CORP 19,958 19,958
STERIS PLC 76,563 76,563
SYSCO CORPORATION 21,812 21,812
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 185,677 185,677
TC ENERGY CORP 26,955 26,955
TDK CORP-SPONSORED 14,847 14,847
TESLA INC 34,628 34,628
TEXAS INSTRUMENTS INC 58,813 58,813
THERMO FISHER SCIENTIFIC 61,422 61,422
TOTALENERGIES SE ADR 31,794 31,794
UBER TECHNOLOGIES 14,544 14,544
UNICREDIT SPA UNSPON ADR 27,536 27,536
UNIFORST CORP 49,190 49,190
UNITED RENTALS INC 90,644 90,644
UNITEDHEALTH GROUP 62,721 62,721
VANGUARD MID CAP 188,643 188,643
VISA INC 34,370 34,370
VULCAN MATERIALS COMPANY 74,728 74,728
WALT DISNEY COMPANY 28,329 28,329
WATERS CORPORATION 60,013 60,013
WORKDAY INC 71,092 71,092

TY 2025 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 1,732,491 1,732,491
T ROWE PRICEW INTL FD OVERSEAS STK FD FMV 834,554 834,554
NYLI MACKAY HY CORP BOND FUND FMV 572,254 572,254
HARBOR EMBARK COMMODITY STR INSTL FD FMV 1,009,939 1,009,939
FEDERATED HERMES GOVERNMENT OBLIGATIONS FUND CL IS FMV 132,926 132,926
FEDERATED HERMES MDT SMALL CAP CORE FUND FMV 833,153 833,153
JP MORGAN TRUST I EMERGING MARKETS EQUITY FUND FMV 880,543 880,543

TY 2025 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 11,369 2,426  


TY 2025 LegalFeesSchedule
Name:
MID-IOWA HEALTH FOUNDATION
EIN:
42-1235348
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 3,420 0 0 3,420


TY 2025 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 7,403 0 0


TY 2025 OtherDecreasesSchedule
Name:
MID-IOWA HEALTH FOUNDATION
EIN:
42-1235348
Description Amount
DEFERRED TAX ADJUSTMENT 19,000


TY 2025 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 6,442 0 0 6,442
INSURANCE 9,308 0 0 9,308
OFFICE EXPENSE 1,619 0 0 1,739
TELEPHONE 2,647 0 0 2,647
INFORMATION TECHNOLOGY 17,108 0 0 17,108
POSTAGE 120 0 0 0
PROFESSIONAL DEVELOPMENT 10,063 0 0 10,063
BOARD OF DIRECTORS 4,147 0 0 4,147
PROGRAM EXPENSES 32,397 0 0 32,397


TY 2025 OtherIncreasesSchedule
Name:
MID-IOWA HEALTH FOUNDATION
EIN:
42-1235348
Description Amount
UNREALIZED GAINS (LOSSES) ON INVESTMENTS 1,373,291


TY 2025 OtherLiabilitiesSchedule
Name:
MID-IOWA HEALTH FOUNDATION
EIN:
42-1235348
Description Beginning of Year - Book Value End of Year - Book Value
FEDERAL EXCISE TAX PAYABLE 0 9,487


TY 2025 OtherProfessionalFeesSchedule
Name:
MID-IOWA HEALTH FOUNDATION
EIN:
42-1235348
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 20,632 0 0 20,632
INVESTMENT FEES 76,018 76,018 0 0
PROFESSIONAL FEES 1,550 0 0 1,550


TY 2025 TaxesSchedule
Name:
MID-IOWA HEALTH FOUNDATION
EIN:
42-1235348
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 5,170 5,170 0 0
FEDERAL EXCISE TAX 20,993 0 0 0